Coincidence?
The companies spending the most on AI infrastructure today $MSFT , $NVDA , $META also happen to be some of the market’s biggest winners.
Maybe that’s not a coincidence after all.
Two companies that I'm starting to look at:
$LLY: I don't see pharma companies talked about much on X, but the rise in demand for weight-loss drugs + their most recent $ 3.5 billion investment in Lehigh County catch my eye. (Trump also purchased this stock in early 2026).
$LMT: Down over 17% over the last 3 months, yet our current war is going nowhere. + a massive backlog, which makes them attractive long-term.