I’ll say this once before the supply shock forces the rerating.
These 8 stocks are going to create fortunes before year end….
1. Centrus Energy ~ $LEU
2. Cameco ~ $CCJ
3. Uranium Energy ~ $UEC
4. NexGen Energy ~ $NXE
5. Denison Mines ~ $DNN
6. BWX Technologies ~ $BWXT
7. Constellation Energy ~ $CEG
8. Vistra ~ $VST
These are the opportunities investors will wish they owned before scarcity becomes the headline.
Save this while the market is still debating the obvious….
I’ll say this once.
These 7 companies are still trading below what their platforms can become, & remain obvious buys:
1. TransMedics ~ $TMDX
2. Intuitive Surgical ~ $ISRG
3. Stryker ~ $SYK
4. Boston Scientific ~ $BSX
5. Medtronic ~ $MDT
6. Edwards Lifesciences ~ $EW
7. DexCom ~ $DXCM
Come back when the market finally prices the next decade, & you’ll understand why this list mattered….
I’ll say this once: the market is still discounting the next seven winners.
These 7 companies are trading below their fair values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Cipher Digital ~ $CIFR
3. Iren ~ $IREN
4. Applied Digital ~ $APLD
5. TeraWulf ~ $WULF
6. Bitdeer ~ $BTDR
7. Vertiv ~ $VRT
Come back when the market stops debating them and starts chasing them…
I’ll say this once while the rerating window is still open.
These 8 stocks are going to create fortunes before year end….
1. Oklo ~ $OKLO
2. NuScale Power ~ $SMR
3. BWX Technologies ~ $BWXT
4. Constellation Energy ~ $CEG
5. Vistra ~ $VST
6. GE Vernova ~ $GEV
7. Eaton ~ $ETN
8. Powell Industries ~ $POWL
These are the opportunities investors will wish they owned before the next leg higher.
Save this before the rerating becomes impossible to ignore….
I’ll say this once before the rerating begins.
These 8 stocks are going to create fortunes before year end….
1. USA Rare Earth ~ $USAR
2. Iren ~ $IREN
3. MP Materials ~ $MP
4. Energy Fuels ~ $UUUU
5. Centrus Energy ~ $LEU
6. Cameco ~ $CC
7. Oklo ~ $OKLO
8. NuScale Power ~ $SMR
These are the names investors will wish they understood before the market reprices scarcity.
Save this while the opportunity is still being ignored….
I’ll say this once.
These 7 companies are still trading below what their futures can justify, & remain obvious buys:
1. Hims & Hers ~ $HIMS
2. Tempus AI ~ $TEM
3. Guardant Health ~ $GH
4. Natera ~ $NTRA
5. Schrödinger ~ $SDGR
6. AbCellera Biologics ~ $ABCL
7. CRISPR Therapeutics ~ $CRSP
Come back after the market closes the gap, & you’ll know why this list deserved attention….
I’ll say this once before fair value catches up.
These 7 companies are trading below what their futures are worth, & remain obvious buys:
1. Qualcomm ~ $QCOM
2. Hims & Hers ~ $HIMS
3. Tempus AI ~ $TEM
4. Guardant Health ~ $GH
5. Natera ~ $NTRA
6. Schrödinger ~ $SDGR
7. CRISPR Therapeutics ~ $CRSP
Return to this post when today’s uncertainty has become tomorrow’s consensus…
I’ll say this once while the window is still open. These 8 stocks are going to create generational wealth for many before year end…
1. Nebius ~ $NBIS
2. CoreWeave ~ $CRWV
3. Astera Labs ~ $ALAB
4. Credo Technology ~ $CRDO
5. Vertiv ~ $VRT
6. Celestica ~ $CLS
7. Marvell Technology ~ $MRVL
8. Arista Networks ~ $ANET
These names are the next wave of opportunities the market will understand after the move.
Save this before higher prices rewrite the story…
I’ll say this once before the rerating begins.
These 8 stocks are going to create fortunes before year end….
1. USA Rare Earth ~ $USAR
2. Iren ~ $IREN
3. MP Materials ~ $MP
4. Energy Fuels ~ $UUUU
5. Centrus Energy ~ $LEU
6. Cameco ~ $CCJ
7. Oklo ~ $OKLO
8. NuScale Power ~ $SMR
These names are the opportunities investors will wish they recognized before the next wave.
Save this before the market makes the case for me….
I’ll say this once: the discount is still there.
These 7 companies are still trading below the value this cycle will reveal, & remain obvious buys:
1. Qualcomm ~ $QCOM
2. Nebius ~ $NBIS
3. Broadcom ~ $AVGO
4. Marvell Technology ~ $MRVL
5. Arm Holdings ~ $ARM
6. Taiwan Semiconductor ~ $TSM
7. Micron Technology ~ $MU
Come back after the market finally reprices them, & you’ll know exactly why this list mattered….
I’ll say this once.
These 7 companies are being priced for yesterday, not tomorrow, & remain obvious buys:
1. Cipher Digital ~ $CIFR
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. Applied Digital ~ $APLD
5. Iren ~ $IREN
6. Vertiv ~ $VRT
7. Credo Technology ~ $CRDO
Come back after the next revaluation, & you’ll understand why this was the list to keep….
I’ll say this once.
These 7 companies are still trading below what they can become, & remain obvious buys:
1. Hims & Hers ~ $HIMS
2. Sofi Technologies ~ $SOFI
3. TransMedics ~ $TMDX
4. Tempus AI ~ $TEM
5. Intuitive Surgical ~ $ISRG
6. Recursion Pharmaceuticals ~ $RXRX
7. Eli Lilly ~ $LLY
Come back to this post after the market catches up, & you’ll understand why this list mattered….
I’ll say this once. These 8 stocks are going to create fortunes before year end….
1. ServiceNow ~ $NOW
2. Palantir ~ $PLTR
3. Salesforce ~ $CRM
4. Snowflake ~ $SNOW
5. Datadog ~ $DDOG
6. MongoDB ~ $MDB
7. Confluent ~ $CFLT
8. Rubrik ~ $RBRK
These names are the next opportunities the crowd will recognize too late.
Keep this post where you can find it….
I’ll say this once. The market is still pricing these names too low.
These 7 companies are trading below their future values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Qualcomm ~ $QCOM
3. AST SpaceMobile ~ $ASTS
4. Intuitive Machines ~ $LUNR
5. Redwire ~ $RDW
6. Red Cat Holdings ~ $RCAT
7. AeroVironment ~ $AVAV
Come back to this post after the next major run, & you’ll understand why early conviction mattered….
I’ll say this once. These 8 stocks are going to create generational wealth for investors who act before year end….
1. CoreWeave ~ $CRWV
2. Nebius ~ $NBIS
3. Applied Digital ~ $APLD
4. Iren ~ $IREN
5. Vertiv ~ $VRT
6. Credo Technology ~ $CRDO
7. Astera Labs ~ $ALAB
8. Oracle ~ $ORCL
These names could become the next wave of opportunities everyone recognizes too late.
Keep this list where you can find it….
I’ll say this once. The discount will not last forever.
These 7 companies are trading below where the next major cycle can take them, & remain obvious buys:
1. CoreWeave ~ $CRWV
2. Nebius ~ $NBIS
3. Applied Digital ~ $APLD
4. Iren ~ $IREN
5. Vertiv ~ $VRT
6. Astera Labs ~ $ALAB
7. Credo Technology ~ $CRDO
Return to this post later this year, & you’ll wish you had taken the list more seriously….
I’ll say this once. These 8 stocks are going to create serious wealth for investors positioned before year end….
1. Cipher Digital ~ $CIFR
2. Iren ~ $IREN
3. TeraWulf ~ $WULF
4. Applied Digital ~ $APLD
5. Vertiv ~ $VRT
6. Oklo ~ $OKLO
7. NuScale Power ~ $SMR
8. Constellation Energy ~ $CEG
These names could become the next wave of opportunities everyone tries to chase too late.
Keep this list close….
I’ll say this once.
These 7 companies are trading far below what the next cycle could make them worth, & remain obvious buys:
1. Booking Holdings ~ $BKNG
2. Airbnb ~ $ABNB
3. Uber ~ $UBER
4. Expedia Group ~ $EXPE
5. Marriott International ~ $MAR
6. Hilton Worldwide ~ $HLT
7. Delta Air Lines ~ $DAL
Return to this post after the next major run, & you’ll understand why hesitation was the expensive choice….