2026-01-03 01:21:27

The US stock market's technology sector performed unevenly today. Among large tech stocks, Tesla, Netflix, and Microsoft fell more than 2%, while Google rose against the trend. Amazon and Meta also retreated to varying degrees, with Apple remaining flat. The real highlight was in the chip sector—SanDisk surged nearly 16%, Micron Technology and Western Digital rose over 10% and 9% respectively, both hitting new highs. ASML gained over 8% to reach a new high, and Intel, GlobalFoundries, and ARM also followed suit. Major chip giants like NVIDIA, Qualcomm, and Broadcom were not to be outdone.

The rare earth sector experienced a long-awaited collective breakout, with USA Rare Earth soaring nearly 19%, Critical Metals and Energy Fuels rising 17% and over 14% respectively. The drone sector also strengthened simultaneously, with Red Cat Holdings up over 15%, Ondas Holdings and Vertical Aerospace rising nearly 13% and over 9%. Nuclear power topics also drew attention, with NuScale up over 15%, Centrus Energy up more than 12%, and Oklo, under Sam Altman's leadership, increasing over 8%. The quantum computing sector also warmed up, with Arqit Quantum rising over 12% and Quanten rising more than 8%.

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NonFungibleDegen

· 13h ago

yo chips are literally printing money rn, everyone sleeping on semis for too long lmao. rare earth popping off too?? this timeline is actually unhinged fr

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DarkPoolWatcher

· 13h ago

The surge in chips and rare earths is incredible, with SanDisk soaring 16% immediately—feels like big funds are reallocating their positions. The combo of nuclear power and quantum computing—Sam Altman's strategic layout—is really clever. Tesla and Microsoft have dropped so much—are they making room for chips? Micron and Western Digital hit new highs—are storage stocks about to take off? Need to follow up. A 19% surge limit for rare earths is not surprising—USA Rare Earth, how long have they been holding back? Drones and nuclear power exploding simultaneously... this script is really interesting. Big tech stocks are struggling, while small sectors are blooming—what story is the market telling? The recent chip rally is promising, but let's see if it’s just a flash in the pan—depends on the momentum.

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MoonRocketTeam

· 13h ago

The chip launch window has opened, and the boosters are being fully loaded. This wave is expected to break through the atmosphere directly, everyone. Rare earths, drones, nuclear power all take off together, and quantum computing is also joining the fun. It feels like the entire tech universe is docking in orbit. While Tesla and Microsoft are burning fuel, the chip sector is replenishing supplies. The market divergence is so obvious that we need to solidify our position. What does the 19% increase of USA Rare Earth indicate? The real space race is about supply chain competition. Don't be fooled by the decline of big tech stocks. SanDisk up 16%, Micron up 10%. This candlestick is our booster today. Now, it depends on whether we can break through the orbital resistance. Sam Altman's Oklo is also soaring. This guy is truly all-in on future energy, and his logic is very coherent. The quantum computing sector is also alive. Dopamine is being released, but remember, DYOR (Do Your Own Research) is always the truth. This round of tech rotation is quite interesting. Big tech stocks are making way, emerging tracks are taking over. A classic sector rotation signal. Today, the chip field is really tough. Almost no one is falling behind, indicating that expectations on the upstream supply side are heating up.

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ArbitrageBot

· 13h ago

The full-scale takeoff of chips, rare earths, nuclear power, and quantum technology—what trend are they betting on?

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SurvivorshipBias