--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39994939.md" description: "๐Ÿ”ฅ๐ŸŽฏThematic stocks are making a full comeback: It's not about individual stocks, it's about the collective start of "narrative sectors".Capital is clearly flowing back into thematic plays, and it's doing so in a horizontally diffusing manner.Looking at the market, it's not a single sector that's strong, but multiple high-volatility directions rising simultaneously. This structure is inherently different.๐—ฅ๐—ฎ๐—ฟ๐—ฒ ๐—˜๐—ฎ๐—ฟ๐˜๐—ต๐˜€$Niocorp Developments(NB.US) +18.84%$US Antimony(UAMY.US) +13.93%$TMRC +10.57%$TMC the Metals(TMC.US) +8.16%$USA Rare Earth(USAR.US) +7.42%$Energy Fuels(UUUU.US) +6.88%๐—ค๐˜‚๐—ฎ๐—ป๐˜๐˜‚๐—บ$D-Wave Quantum(QBTS.US) +19.56%$IonQ(IONQ.US) +19.41%$Quantum Computing(QUBT.US) +15.47%$Arqit Quantum(ARQQ.US) +15.03%$Rigetti Computing(RGTI.US) +12.09%๐—”๐—œ ๐—ฆ๐˜‚๐—ฝ๐—ฝ๐—น๐˜† ๐—–๐—ต๐—ฎ๐—ถ๐—ป$SIVE +30.20%$AIXA +20.35%$IQE +12.97%$ALRIB +9.00%๐——๐—ฎ๐˜๐—ฎ ๐—–๐—ฒ๐—ป๐˜๐—ฒ๐—ฟ๐˜€$New Era Energy & Digital(NUAI.US) +15.35%$Oracle(ORCL.US) +4.77%๐—ฆ๐—ฝ๐—ฎ๐—ฐ๐—ฒ$York Space(YSS.US) +14.02%$ViaSat(VSAT.US) +4.65%$Telesat(TSAT.US) +4.55%๐—™๐—ถ๐—ป๐—ง๐—ฒ๐—ฐ๐—ต$Root(ROOT.US) +12.07%$Robinhood(HOOD.US) +10.18%$Pagaya Tech(PGY.US) +8.92%$Dave(DAVE.US) +7.47%$Affirm(AFRM.US) +6.57%๐——๐—ฟ๐—ผ๐—ป๐—ฒ๐˜€$One Stop(OSS.US) +11.19%$Unusual Machines(UMAC.US) +7.29%$Ondas(ONDS.US) +5.32%๐—•๐—ฎ๐˜๐˜๐—ฒ๐—ฟ๐—ถ๐—ฒ๐˜€$EOS Energy Enterprises(EOSE.US) +11.71%$KULR Tech(KULR.US) +10.97%$Microvast(MVST.US) +8.96%$T1 Energy(TE.US) +8.23%$NeoVolta(NEOV.US) +6.47%๐—ก๐˜‚๐—ฐ๐—น๐—ฒ๐—ฎ๐—ฟ$NuScale Power(SMR.US) +14.10%$ASP Isotopes(ASPI.US) +7.80%$Oklo(OKLO.US) +7.58%๐—ฅ๐—ผ๐—ฏ๐—ผ๐˜๐—ถ๐—ฐ๐˜€$Arbe Robotics(ARBE.US) +9.86%$Richtech Robotics - B(RR.US) +6.73%$Serve Robotics(SERV.US) +6.15%๐—”๐—ฉ๐˜€$Aurora Innovation(AUR.US) +12.63%$Pony AI(PONY.US) +7.72%$Uber Tech(UBER.US) +6.39%$Microvision(MVIS.US) +4.38%๐—–๐—ฟ๐˜†๐—ฝ๐˜๐—ผ$Eightco(ORBS.US) +14.69%$Strive(ASST.US) +8.53%$Coinbase(COIN.US) +5.50%๐—›๐—ฒ๐—ฎ๐—น๐˜๐—ต$T1 Energy(TE.US)M +12.66%$Hims & Hers Health(HIMS.US) +11.56%$Recursion Pharmaceuticals(RXRX.US) +5.37%This set of data is already very clear:It's not the explosion of a single theme, but multiple "future narratives" being repriced by capital at the same time.Quantum + Rare Earths โ†’ More sentiment-driven volatilityAI Supply Chain + Data Centers โ†’ More industry realizationNuclear + Batteries โ†’ More energy transitionRobotics + Autonomous Vehicles โ†’ More long-term technological pathThe simultaneous horizontal start-up is essentially a recovery in risk appetite.What's more worth observing next is not which stock keeps rising, but:Which of these themes can develop sustainability.If it's just a one-day burst, that's just sentiment repair;If rotation and relay start, that's when the thematic market truly returns.Do you lean more towards this being a short-term capital rotation, or the starting point of a new thematic cycle?" datetime: "2026-04-17T11:08:43.000Z" locales: - [en](https://longbridge.com/en/topics/39994939.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39994939.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39994939.md) author: "[่พฐ้€ธ](https://longbridge.com/en/profiles/16318663.md)" --- # ๐Ÿ”ฅ๐ŸŽฏThematic stocks are making a full comeback: Itโ€ฆ ### Related Stocks - [UAMY.US](https://longbridge.com/en/quote/UAMY.US.md) - [KULR.US](https://longbridge.com/en/quote/KULR.US.md) - [ARBE.US](https://longbridge.com/en/quote/ARBE.US.md) - [TEM.US](https://longbridge.com/en/quote/TEM.US.md) - [TMC.US](https://longbridge.com/en/quote/TMC.US.md) - [ARBEW.US](https://longbridge.com/en/quote/ARBEW.US.md) - [TMCWW.US](https://longbridge.com/en/quote/TMCWW.US.md) - [USAR.US](https://longbridge.com/en/quote/USAR.US.md) - [RGTI.US](https://longbridge.com/en/quote/RGTI.US.md) - [VSAT.US](https://longbridge.com/en/quote/VSAT.US.md) - [DAVE.US](https://longbridge.com/en/quote/DAVE.US.md) - [ONDS.US](https://longbridge.com/en/quote/ONDS.US.md) - [QBTS.US](https://longbridge.com/en/quote/QBTS.US.md) - [ROOT.US](https://longbridge.com/en/quote/ROOT.US.md) - [EOSE.US](https://longbridge.com/en/quote/EOSE.US.md) - [AUR.US](https://longbridge.com/en/quote/AUR.US.md) - [HIMS.US](https://longbridge.com/en/quote/HIMS.US.md) - [MVST.US](https://longbridge.com/en/quote/MVST.US.md) - [UBER.US](https://longbridge.com/en/quote/UBER.US.md) - [MVIS.US](https://longbridge.com/en/quote/MVIS.US.md) - [COIN.US](https://longbridge.com/en/quote/COIN.US.md) - [ARQQ.US](https://longbridge.com/en/quote/ARQQ.US.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [PONY.US](https://longbridge.com/en/quote/PONY.US.md) - [300887.CN](https://longbridge.com/en/quote/300887.CN.md) - [UUUU.US](https://longbridge.com/en/quote/UUUU.US.md) - [IONQ.US](https://longbridge.com/en/quote/IONQ.US.md) - [HOOD.US](https://longbridge.com/en/quote/HOOD.US.md) - [PGY.US](https://longbridge.com/en/quote/PGY.US.md) - [AFRM.US](https://longbridge.com/en/quote/AFRM.US.md) - [NEOV.US](https://longbridge.com/en/quote/NEOV.US.md) - [SMR.US](https://longbridge.com/en/quote/SMR.US.md) - [ASPI.US](https://longbridge.com/en/quote/ASPI.US.md) - [ASST.US](https://longbridge.com/en/quote/ASST.US.md) - [QUBT.US](https://longbridge.com/en/quote/QUBT.US.md) - [TSAT.US](https://longbridge.com/en/quote/TSAT.US.md) - [OSS.US](https://longbridge.com/en/quote/OSS.US.md) - [UMAC.US](https://longbridge.com/en/quote/UMAC.US.md) - [OKLO.US](https://longbridge.com/en/quote/OKLO.US.md) - [SERV.US](https://longbridge.com/en/quote/SERV.US.md) - [RXRX.US](https://longbridge.com/en/quote/RXRX.US.md)