NEW WATCHLIST AT OPEN
#1 $FLD
#2 $BQ
#3 $DSY
#4 $VSME
#5 $TE
#6 $JYD
#7 $PMAX
#8 $HKIT
#9 $CLWT
#10 $YYGH
#11 $CPOP
#12 $GLE
#13 $IPW
WE ARE LIVE ON SPACES; GOING OVER EVERY RUNNER
HIGH RISK CHINA NAMES TODAY
10 stocks to watch during Computex 2026. These are key data centre related stocks :
$MU — HBM4 36GB delivering 2.6x inference throughput; memory bull case just got louder. 
$MRVL — Jensen called Marvell the next trillion-dollar company; CPO chips confirmed future.
$VRT — Rack power hitting 180kW; Vertiv’s power and thermal management demand accelerating fast. 
$LITE — Named as relevant across optical modules and fiber alongside Coherent; CPO wave rising. 
$ARM — RTX Spark is Windows on Arm; Nvidia just validated Arm’s PC architecture ambitions hard. 
$AAOI — Makes optical networking components (lasers, transceivers) for data centers and telecom.
$AOSL — Designs power semiconductors (MOSFETs, gate drivers) for consumer electronics and EVs.
$POWI — Makes energy-efficient power conversion ICs for appliances, IoT, and industrial use.
$GLW — NVIDIA partnership locks Corning into AI factory fiber supply; 10x US manufacturing capacity. 
$ANET — Capturing majority of 800G and 1.6T switch upgrades as AI clusters shift to open Ethernet-over-Fiber. 
$ON — No direct Computex presence found. ON Semi is a Computex spectator, not a headliner.