Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100!
Fun to see both Astera, Rocketlab and Weebius grow up from being small companies…
Into the largest ones on Nasdaq
Nasdaq 100 inclusion catalyst. Stock surging +11.07% today, strong momentum in AI infrastructure theme per recent news. Market cap ~$63B. Approaching earnings (Aug 3). Author's positive sentiment matches current price action, but no detailed thesis provided beyond index addition.
Nasdaq 100 inclusion is a structural positive catalyst. Stock up 4.98% today, recent news shows £1.7B UK investment and analyst upgrades. Market cap ~$56B. Author's celebratory tone aligns with current momentum, though post lacks specific fundamental analysis beyond index inclusion event.
Nasdaq 100 inclusion catalyst. Stock up 9.26% today, benefiting from SpaceX IPO buzz per news flow. Market cap ~$66B. Approaching earnings (Aug 5). Author's celebratory tone aligns with sector momentum, though post is primarily about index milestone rather than fundamental outlook.
关键要点
Three stocks (NBIS, ALAB, RKLB) added to Nasdaq 100 index
Author has followed these companies since they were small
Expresses positive sentiment about their growth trajectory