AI-Heavy TL20 Stock Basket Up 56% in Six Months, Double the Nasdaq
TiernanRayTech · x · 2026-09-22
Tiernan Ray's AI-focused stock basket TL20 started the week strong, with Micron among names gaining 3%. Over six months since March the group is up 56%, more than double the Nasdaq, despite some slowing in July and August.
The linked piece also covers Backblaze: shares up 182% this year after landing a $335M multi-year deal to manage storage for CoreWeave in late June. The key question for the $950M-market-cap company is whether it can keep serving giants like CoreWeave without being disintermediated in a traditionally commoditized storage market.
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