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!

Bearish 🐻 | Bullish 🐮 | It’s Complicated 😵‍💫

Here are the Stocktwits Top 25 Lists for this week:

For its first CTV campaign, Jennifer Aniston’s DTC haircare brand LolaVie had a few non-negotiables. The campaign had to be simple. It had to demonstrate measurable impact. And it had to be full-funnel.

LolaVie used Roku Ads Manager to test and optimize creatives — reaching millions of potential customers at all stages of their purchase journeys. Roku Ads Manager helped the brand convey LolaVie’s playful voice while helping drive omnichannel sales across both ecommerce and retail touchpoints.

The campaign included an Action Ad overlay that let viewers shop directly from their TVs by clicking OK on their Roku remote. This guided them to the website to buy LolaVie products.

Discover how Roku Ads Manager helped LolaVie drive big sales and customer growth with self-serve TV ads.

The DTC beauty category is crowded. To break through, Jennifer Aniston’s brand LolaVie, worked with Roku Ads Manager to easily set up, test, and optimize CTV ad creatives. The campaign helped drive a big lift in sales and customer growth, helping LolaVie break through in the crowded beauty category.

Learn more.

📈 Momentum Movers

Semiconductors did most of the weekly lifting, but the biggest rank jump came from wireless spectrum.

$ATEX ( ▼ 0.95% ) : Anterix, this week’s top dawg, jumped 15 spots to #8 from #23: The utility-spectrum owner supported SpaceX’s FCC proposal for more flexible 900 MHz buildout rules. Shares still slipped -1.2% WTD after running +294% YTD. Risk: The SpaceX filing is a proposal, not an FCC decision.

$REAX ( ▲ 1.47% ) : Real Brokerage, new at #2 from off-list: The company closed its RE/MAX combination on Aug. 24, alongside a 10-for-1 share consolidation that distorted the screen’s +412% YTD reading. The stock added +1.6% WTD. Risk: Management still has to extract $30M in promised synergies after an $8M Q2 net loss.

$AXTI ( ▲ 9.68% ) : AXT, new at #14 from off-list: Shares climbed +9.5% WTD as traders kept rewarding a Q2 revenue beat and long-term supply deals tied to AI data-center demand. Risk: China’s controls on indium phosphide exports can interrupt the same supply chain powering the rally.

$AEHR ( ▲ 13.1% ) : Aehr Test Systems, rose to #6 from #7: The stock ripped +12.9% WTD, extending the rally behind a $130M to $150M fiscal 2027 revenue guide and nearly $101M effective backlog. Risk: The step-up relies heavily on orders from its lead silicon-photonics customer.

$MXL ( ▲ 5.53% ) : MaxLinear, slid to #16 from #10: MaxLinear gained +5.3% WTD anyway. Q2 revenue jumped +55% to $168.8M, and management guided Q3 sales to $210M to $220M as optical AI demand ramped. Risk: Expected growth is concentrated among a limited number of hyperscale customers.

Next week’s swing factor: August CPI lands Sept. 11, giving rate-sensitive small caps and richly valued semiconductor names one shared gut check.

Want to see some change? Email me, Kevin Travers, with feedback, and follow me on Stocktwits. Send me charts and ideas! Refer a friend for this quarter’s edition of The RIP Forecast 😎

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