← Watchtower
May 28, 2026

Did you miss the Micron rally?

We ran a simple screener:

US Technology
5Y return below 200%

Growth Score >85

Momentum Score >50

Sorted by Momentum Score

Top stocks:

₿ Cipher Digital $CIFR
🧠 Arteris $AIP

📡 MaxLinear $MXL

🐶 Datadog $DDOG

⚡ TeraWulf $WULF

🛡️ CrowdStrike $CRWD

🔌 Lattice Semiconductor $LSCC

🧩 Semtech $SMTC

🏭 Ultra Clean Holdings $UCTT

⚙️ Veeco Instruments $VECO

📡 Ouster $OUST

The idea is not that these are “cheap stocks.”

The idea is that the market is already showing interest through momentum, while the 5-year return still doesn’t look like the fully repriced AI-cycle winners.