Let's review the US stocks that have gained over 100% this year (only looking at S&P constituents, excluding small caps), see if any are yours.

$Sandisk(SNDK.US) SanDisk: 421%

$Dell Tech(DELL.US) Dell: 264%

$Micron Tech(MU.US) Micron: 202%

$Seagate Tech(STX.US) Seagate: 191%

$Intel(INTC.US) Intel: 164%

$Western Digital(WDC.US) Western Digital: 154%

$Marvell Tech(MRVL.US) Marvell Tech: 145%

$Hewlett Packard Enterprise(HPE.US) Hewlett Packard Enterprise: 128%

$Lumentum(LITE.US) Lumentum: 121%

$AMD(AMD.US) AMD: 119%

$Palo Alto Networks(PANW.US) Palo Alto Networks: 109%

$Fortinet(FTNT.US) Fortinet: 107%

$Applied Materials(AMAT.US) Applied Materials: 103%

$Moderna(MRNA.US) Moderna: 103%

In the US stock market, strength begets strength. Generally, stocks that double in price have a higher probability of outperforming the S&P index subsequently. Meanwhile, among these, those that analysts are bearish on actually perform better.

The ones widely viewed bearishly here are INTC, FTNT, and MRNA.