I put together a simple overview to make the sectors and stocks I cover easier to track at a glance. Unsurprisingly, Lasers / InP and Memory / Storage lead YTD. But over the past three months, Testing is the clear standout, outperforming $SMH by 20.9 percentage points versus 4.4 for runner-up AI Compute. It also leads over the past month. I've been emphasizing the importance of test repeatedly on X, and the strength is clear in stock performance. I plan to keep improving these tools, combining my technical and industry knowledge with a macro perspective, and sharing how that shapes my investment decisions. Follow along for a closer look at where data, technology, and market trends meet. More observations and insights to come.