Top 5 Global Large Caps by Bastion Momentum Score
By Vlad from Bastion on
The strongest momentum stocks on the planet right now aren't Nvidia or Broadcom. They're Chinese chip companies most investors have never heard of.
🇨🇳 GigaDevice Semiconductor 100 🇨🇳 NAURA 100 🇺🇸 Corning 100 $GLW 🇨🇳 AMEC 99 🇨🇳 Dongshan Precision 99
The China cluster is no accident. These are the direct plays on Beijing's push to localize chip production and stop buying foreign equipment.
🇨🇳 GigaDevice, +258% YTD. NOR Flash memory and microcontrollers, a primary beneficiary as China swaps out imported chips.
🇨🇳 NAURA, +76% YTD. The largest domestic maker of chip fabrication equipment (etch, deposition). China's answer to Applied Materials and Lam Research.
🇨🇳 AMEC, +125% YTD. Etching equipment for semiconductors. Same chip-sovereignty thesis.
Two tailwinds stacking at once: the global AI capex cycle, plus a national program to replace foreign toolmakers.