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Avsnitt

7 Stocks to Buy Before the Next Leg Up: AI Winners, Biotech Rockets, Hedge Fund Favorites & a Hidden ETF Beating $QQQ

Dela

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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EPISODE SUMMARY

  • 🧬 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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Podden och tillhörande omslagsbild på den här sidan tillhör Gary Vaughan. Innehållet i podden är skapat av Gary Vaughan och inte av, eller tillsammans med, Poddtoppen.