Many narratives saying this market has run too far. Fine. Here are four of the most “bubbly” names in AI infrastructure and space, July 16, 2026, YTD returns:
$IREN
-11% YTD, 55% below its high
$ASTS
→ -23% YTD, 59% below its high
$RKLB
-5% YTD, 56% below its high
$TE