Top 5 Global Large Caps by Bastion Momentum Score

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.