{"slug":"sector-scorecard-2026-h1","qid":"semis_memory","label":"Eight heavily traded chip and memory names: H1 return, quarter split, H1 dollar volume","post_title":"Sector Scorecard H1 2026: Winners and Losers","post_url":"/blog/sector-scorecard-2026-h1#q-semis_memory","columns":["ticker","h1_return_pct","q1_return_pct","q2_return_pct","h1_dollar_bn"],"rows":[{"ticker":"SNDK","h1_return_pct":830.1,"q1_return_pct":160,"q2_return_pct":248.4,"h1_dollar_bn":1592.7},{"ticker":"MU","h1_return_pct":290,"q1_return_pct":14.4,"q2_return_pct":229.9,"h1_dollar_bn":2862.1},{"ticker":"INTC","h1_return_pct":269.3,"q1_return_pct":16.8,"q2_return_pct":210,"h1_dollar_bn":969},{"ticker":"AMD","h1_return_pct":165.3,"q1_return_pct":-7.1,"q2_return_pct":179.8,"h1_dollar_bn":1185.9},{"ticker":"TXN","h1_return_pct":70.4,"q1_return_pct":10.9,"q2_return_pct":53.4,"h1_dollar_bn":168.3},{"ticker":"AVGO","h1_return_pct":6.9,"q1_return_pct":-12.3,"q2_return_pct":20.3,"h1_dollar_bn":865.1},{"ticker":"QCOM","h1_return_pct":6.3,"q1_return_pct":-25.9,"q2_return_pct":44.4,"h1_dollar_bn":277.6},{"ticker":"NVDA","h1_return_pct":5.2,"q1_return_pct":-8.2,"q2_return_pct":13.5,"h1_dollar_bn":3287.9}],"shape":"table","sql":"SELECT ticker,\n    round((argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)\n         / argMinIf(toFloat64(open), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS h1_return_pct,\n    round((argMaxIf(toFloat64(close), window_start, toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-03-31') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)\n         / argMinIf(toFloat64(open), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS q1_return_pct,\n    round((argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)\n         / argMinIf(toFloat64(open), window_start, window_start >= toDateTime('2026-04-01 00:00:00') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) - 1) * 100, 1) AS q2_return_pct,\n    round(sumIf(toFloat64(close) * toFloat64(volume), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) / 1e9, 1) AS h1_dollar_bn\nFROM global_markets.delayed_stocks_minute_aggs\nWHERE ticker IN ('MU', 'SNDK', 'NVDA', 'AMD', 'INTC', 'AVGO', 'QCOM', 'TXN')\n  AND window_start >= toDateTime('2026-01-01 00:00:00') AND window_start < toDateTime('2026-07-01 00:00:00')\nGROUP BY ticker\nORDER BY h1_return_pct DESC, ticker","computed_at":"2026-07-26T06:12:57.998198+00:00","elapsed":2.131362094}