OVERVIEW
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Welcome to the Stocktwits Top 25 Newsletter this week!

The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over time. To help you understand this data further, check out our FAQ page, and feel free to reach out if you have questions!

Here are the Stocktwits Top 25 Lists for this week:

S&P 500
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RUSSELL 2000
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Top Mid and Micro-Cap Movers of the Week 🐶

Top 25 list’s Top Dawg was $BAND ( ▲ 21.87% ) , climbing +86% this week after Bandwidth turned its AI voice infrastructure bet into a blowout quarter. Revenue was up +20% to $209M, EPS of $0.38 beat the $0.32 estimate, and management raised full-year guidance to $880M–$900M. Salesforce picked Bandwidth to power Agentforce — meaning every AI voice agent deployed on that platform runs through Bandwidth’s pipes. Sentiment sits at 83. Risk: still GAAP-negative. One soft quarter and this re-rating unravels.

$VIAV ( ▲ 5.59% )  — VIAVI Solutions, $5.5B cap — Q3 revenue ripped +43% year-over-year to $406.8M, blowing past the high end of guidance. Data centers and aerospace and defense are the engines. Non-GAAP EPS of $0.27 beat, Q4 guided even higher. Sentiment at 89 — second highest on the whole list. Risk: GAAP net income cratered -67% due to acquisition integration. The non-GAAP story is real; the GAAP picture is not.

$MXL ( ▲ 9.09% )  — MaxLinear, $1.8B cap — Still digesting last week’s +85% single-day rip after obliterating earnings and raising optical data center chip guidance to $150M–$170M. Now fiscal Q4 drops May 6 — that’s the print that tells you whether hyperscaler demand was real or just front-loaded ordering. Risk: 52x sales after the run. A soft guide May 6 and half the move evaporates before lunch.

$AAOI ( ▲ 11.65% )  — Applied Optoelectronics, $1.4B cap — Up +426% year-to-date and still riding the same AI optics wave as MaxLinear. Earnings expected mid-May, no confirmed date yet. Watcher adds running hot on Stocktwits. Risk: Microsoft is heavy customer concentration. Any cloud capex haircut on the May 6 AMD call reads straight through here.

$ATOM ( ▲ 35.58% )  — Atomera, $280M cap — Fiscal Q4 earnings May 6. Licenses semiconductor efficiency tech to chipmakers — royalty model, no fab exposure. Up +401% YTD on expanding licensing pipeline optimism. Risk: 235x forward earnings with no profits yet. Without a marquee licensee name on the May 6 call, this is a pure volatility event.

$BE ( ▲ 2.53% )  — Bloom Energy, $12B cap — Sentiment 90, highest on the entire list. AI data centers need baseload power the grid can’t guarantee and Bloom’s fuel cells keep landing enterprise contracts. Up +234% YTD. Q1 earnings mid-May. Risk: biggest cap on the list, already crowded. Miss on contract cadence and the sentiment unwind is fast.

Next week’s swing factor: MaxLinear Q4 earnings May 6. It’s the read-through for the entire AI optics bucket — $AAOI and $VIAV both move on whatever $MXL says about second-half data center demand. Clean beat lifts all three. Guide-down and they gap lower together at Friday’s open.

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