Today is all about ideas. Biotech is hot - healthcare is hot - energy is hot. Tech is lagging so my portfolio isn't thriving, but it's holding on thanks to crypto and gold. But I am positioning for the next leg up.
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🧬 Biotech is back: After $MRNA’s explosive move, I review the oncology names analysts are watching—but explain why I treat biotech as a catalyst trade, not a blind long‑term hold.
🤖 Steve Cress’s next AI winners: Cress screened 50+ AI‑productivity candidates and narrowed them to five Quant Strong Buys—including State Street ($STT)—focused on businesses that can use AI to cut costs and expand margins.
🏦 Six stocks Wall Street’s biggest players both own: Goldman’s shared hedge‑fund/mutual‑fund favorites are $BA, $COF, $MA, $SPCX, $TMO and $V; the basket returned 29% YTD and has averaged 17% annually since 2013.
📈 The ETF that beat $QQQ without owning the usual Mag 7: $SPMO tracks about 100 S&P 500 stocks with the strongest volatility‑adjusted momentum and returned 169% over five years, outperforming $SPY and $VOO—making it a powerful watchlist for finding leaders.
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