JP Morgan JUST said that the recent weakness in the Mag 7 "will in our view, be used as a buying opportunity.”
The biggest BANK in the world is buying the Mag 7s. So should we. As a long-term investor, I will keep buying the Mag 7's every month rain or shine.
1. NVIDIA $NVDA
2. Amazon $AMZN
3. Microsoft $MSFT
4. Meta Platforms $META
5. Apple $AAPL
6. Tesla $TSLA
7. Google $GOOGL
All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.
10 MAJOR STOCKS TRADING NEAR THEIR 52-WEEK LOWS:
$INTU: -60%
$ADBE: -42%
$CRM: -40%
$PLTR: -36%
$NKE: -36%
$BABA: -35%
$MSFT: -23%
$SPGI: -22%
$NFLX: -21%
$META: -17%
Which do you think is the best opportunity?
Health Care has a 100% win rate in the back half of midterm election years.
Not 80%. Not 90%. ONE HUNDRED PERCENT.
I looked at every midterm year since 2006.
Here's how each sector performed from July to December:
1. Health Care $XLV: +8.46% avg, 100% win rate
2. Industrials $XLI: +7.18%, 80%
3. Materials $XLB: +6.71%, 60%
4. Financials $XLF: +6.68%, 80%
5. Cons. Discretionary $XLY: +6.35%, 60%
6. Cons. Staples $XLP: +6.29%, 80%
7. Utilities $XLU: +6.18%, 80%
8. Technology $XLK: +6.08%, 60%
9. Energy $XLE: +3.26%, 60%
10. Real Estate $XLRE: -7.94%, 0%
The S&P 500 $SPY averaged: +5.95%.
Three things nobody is talking about:
1. Health Care outperforms EVERY sector in midterm H2. Not tech. Not discretionary. Health Care. Five for five.
2. Tech drops to #8. The darling of every other year becomes middle of the pack when midterm volatility kicks in (60% win rate).
3. Real Estate has NEVER been positive Jul-Dec in a midterm year. 0 for 2. Negative every single time.
2026 is a midterm year.
The rotation is underway. It always does.
$META & $AMZN stocks will have A LOT of fun down the road but not in short term. Those are two stocks you just load up on for next 12-18 months and throw them in the filing cabinet. Same with $NFLX
$ELF should run hard thru end of year and go $200+ next few years. $CELH should catch momentum within next 3 months and then go beast mode for 1-2 years before chilling a bit. $CRM & $NOW should setup well for 2027-2029. $PLTR will eventually come back to life but that could be more back half of the year or 27. Consumer stocks come back more and more as back half of year goes on. 27-28 should be ripper rally in consumer names. Stocks like $EL and $NKE and $AXP will be winner winner chicken dinners. $SOFi and $RVLV and $HNST could be sleepers.
$ONON here is the plan 👀
Let Subwave 1 develop, then we buy in Subwave 2
I expect Subwave 2 support at the 200 WMA - so we will buy on a retest there
Wave 3 target: +202% 🚀
One of my favorite signals in the market:
Buying stocks below CEO purchase prices.
• $SOFI CEO bought $1M worth of shares at $17.88, another $500K at $17.32, then another $500K split between $15.73 and $16.00. Today, $SOFI trades at $15.57.
• $NOW CEO bought $3M at $105, saying the stock can 10x from here. Today, the stock trades at $101.
• $NKE CEO and Tim Cook each bought $1M at $42 (after previously buying around ~$60). Today, the stock trades at $42.
• $HIMS repurchased $80M worth of shares in Q4 at an average price of $39 because management considered it undervalued. Today, the stock trades at $23.
Insiders sell for many reasons.
They buy for one.
CEO buying activity is one of the strongest signals investors can track.