💾 AI agents = structural memory demand: I walk through Jensen Huang’s “everyone will have an AI agent” vision and CoreWeave’s move to explore derivatives to hedge future memory‑chip price risk, showing why I still treat DRAM and HBM suppliers as a long‑term bottlenecked opportunity rather than a fad
📈 Mag 7 still works if you’re selective: Over the past year, broad S&P exposure returned about 20% while names like $GOOG, $AAPL, $TSLA and $NVDA beat that handily, so a simple overweight to four of the seven mega‑caps would have outperformed without needing complex factor screens
🎯 Steve Cress’s H2 2026 top stocks (and honorable mentions): I recap how this year’s 10‑stock second‑half list comes straight from STRONG BUY Quant ratings, diversified sectors and top‑line/bottom‑line growth—plus the twist that Steve bought all 10 immediately on recent dips and reiterated four January picks like $MU as “buy now” honorable mentions
🚀 $CRDO, banks and “real” quantum research: I highlight $CRDO as both Steve’s top H2 name and a Sidekick “buy now” pick that’s up ~140% in a year, alongside strong bank earnings at $GS, $JPM, $BAC and the explosive booking‑driven guidance from Aehr Test Systems, and contrast quick LLM answers on “top quantum stocks” with Sidekick’s deeper, more actionable entry plans.
