---
title: "04.29 US Stocks: Missed SNDK and LITE, which other companies are worth watching? Introduction to 20 AI sector companies. Waiting for the after-hours earnings report."
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40298332.md"
description: "$Microsoft(MSFT.US) $Meta Platforms(META.US) $SPDR S&P 500(SPY.US) Recently, we have been focusing on tracking and interpreting these hot companies (including technical analysis). Here we introduce 10 of them, and the remaining 10 are introduced in the lower right corner of the image (including a small company that may stage a desperate reversal and the "high elasticity" companies in the table). $Nova(NVMI.US): The yield "guardian" of the HBM4 era, with high gross margin and extreme stability..."
datetime: "2026-04-29T17:34:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40298332.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40298332.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40298332.md)
author: "[甩饼哥](https://longbridge.com/en/profiles/25201281.md)"
---

# 04.29 US Stocks: Missed SNDK and LITE, which other companies are worth watching? Introduction to 20 AI sector companies. Waiting for the after-hours earnings report.

$Microsoft(MSFT.US) $Meta Platforms(META.US) $SPDR S&P 500(SPY.US)

Recently, we have been focusing on tracking and analyzing these popular companies (including technical analysis).

Here we introduce 10 of them, and the remaining 10 are introduced in the lower right corner of the image (including a small company that might stage a dramatic reversal and the **"high elasticity" companies in the table**).

**$Nova(NVMI.US): The "Guardian" of yield in the HBM4 era, with high gross margins and extreme stability.**

$Tower Semicon(TSEM.US) Silicon Photonics (SiPh) leader Market cap $21.6B Gross margin: 54%–57% 28x Core catalyst: Over 60% capacity gap for SiPh chip foundry in 1.6T optical modules. Besides the optical module makers themselves, a stable underlying "water seller".

![Image](https://pub.pbkrs.com/uploads/2026/f50b43d6493b9ca393d18f089695ac4b?x-oss-process=style/lg)

Code

Sector

Current Market Cap (B $)

Gross Margin

Forward PE

Core Catalyst (2026 Q2)

Key Partners

Risk Level

GLW

Specialty Materials

1352

52%–55%

19x

Glass carrier penetration in advanced packaging

LITE, TSMC, Intel

Low

WDC

AI Storage

1447

45%–50%

18x

Spin-off completion + SSD price hike cycle

Google, Amazon, Microsoft

Medium

VRT

Liquid Cooling + Power

1158

42%–45%

38x

Liquid cooling becoming standard for Blackwell

NVIDIA, Google, Microsoft

Low

APD

Specialty Gas

676

54%–57%

21x

Surge in ultra-high purity gas demand for 2nm/HBM

TSMC, Micron

Low

MCHP

Control Chips

481

52%–55%

24x

Liquid cooling MCU demand +190%

Vertiv, NVIDIA

Medium

TER

Test Equipment

500

54%–57%

26x

Large-scale refresh of HBM3E/4 testers

NVIDIA, AMD, TSMC

Low

CRDO

High-Speed Interconnect

311

59%–62%

34x

Volume orders for Blackwell AEC copper cables

NVIDIA, Microsoft

Medium

TSEM

Silicon Photonics (SiPh)

216

54%–57%

28x

60% capacity gap for SiPh chip foundry in 1.6T optical modules

Optical module makers

Medium

FN

Optical Module Foundry

227

51%–54%

24x

Sustained full capacity at overseas foundries

NVIDIA, LITE

Medium

MTSI

Optical Detectors

200

62%–65%

35x

Technology barrier benefits for 1.6T/3.2T detectors

NVIDIA, Zhongji Innolight

Medium

### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [TSEM.US](https://longbridge.com/en/quote/TSEM.US.md)
- [TER.US](https://longbridge.com/en/quote/TER.US.md)
- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
- [SPY.US](https://longbridge.com/en/quote/SPY.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [NVMI.US](https://longbridge.com/en/quote/NVMI.US.md)
- [APD.US](https://longbridge.com/en/quote/APD.US.md)
- [MCHP.US](https://longbridge.com/en/quote/MCHP.US.md)
- [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md)
- [MTSI.US](https://longbridge.com/en/quote/MTSI.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [FN.US](https://longbridge.com/en/quote/FN.US.md)
- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)