There are now only 10 stocks in the S&P 500 yielding 6% or more:

🏥 $DOC Healthpeak Properties — 7.1%
📦 $UPS United Parcel Service — 6.7%
💊 $PFE Pfizer — 6.6%
📦 $AMCR — Amcor — 6.4%
💻 $HPQ HP — 6.4%
🚬 $MO Altria — 6.3%
🏨 $VICI VICI Properties — 6.3%
🥣 $GIS General Mills — 6.3%
🛍️ $BBY Best Buy — 6.1%
🧪 $LYB LyondellBasell — 6.0%

The average S&P 500 dividend yield is now just ~1.1%.

They've arrived...

🟢 Weekly Bull Triggers

$ZOOM $MVST $C $HUT $LPTH $HLI $PIPR $GLXY $EVR $DNA $IBOC $GNTX $SYF $PRM $SKYT $LUMN $DCGO $AISP $LASR $QQQ $IREN $SOUN $MSFT $OKLO

🔴 Weekly Bear Triggers

$HON $SON $EFX $MDLZ $KMI $EPRT $SATS $APA $ORIC $PBF $PCVX $FCX $WEX $BBY $PEG $DOC $SNDX $TMUS $PROP $USFD

These get automatically posted by our bots Weekly.

We also have Daily and Monthly "Bull & Bear Triggers" too.

Have a great weekend friends. Rest up time.

RonnieV: I’ll be dropping all “Bull & Bear Triggers for the week at market close.

Like this post and turn on notifications so you don’t miss them.

Memory and optical are the two main sectors driving performance this year. The reason behind this is the AI bottleneck.

So what’s the next bottleneck?

Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87%
11. $INTC +86%
12. $CRML +81%
13. $DOCN +78%
14. $NVTS +73%
15. $AMKR +71%

Disruptors…

$HOOD 📉→ brokers
$SOFI 🏦→ banks
$OSCR ⚕️→ health insurance
$ZETA 📺→ mar-tech
$NBIS 🎚️→ datacenters
$MBLY 🚘 → av & robotics
$AMPX 🔋→ battery tech
$PLTR 🧠→ enterprise
$FLNC ⚡️→ electrical grid
$TEM 🔬→ research
$LMND 🚗→ car Insurance
$DOCN ☁️→ cloud infra
$RKLB 🚀→ space
$ASTS 📡→ internet
$ONDS 🛸→ drones & defense

Who'd I Miss?👇

People confuse volatility with being wrong.

I’ve seen this movie before:

Early on…
$TSLA
$PLTR
$NVDA
$META
$AXP
$SHOP
$ONTO
$DOCN

Looked wrong.
Then looked obvious.

Now seeing similar setups forming in:
$ZETA
$OSCR
$MBLY
$DLO
$TEM
$PGY
$FLNC
$SOFI
$HOOD
$AMPX
$PATH

Great investments rarely feel comfortable early.

Goldman Sachs ''AI-resilient trade basket''

They are long:
- $NET (Cloudflare)
- $CRWD (Crowdstrike)
- $PANW (Paolo Alto)
- $ORCL (Oracle)
- $MSFT (Microsoft)

And in the short basket:
- $MDY (Monday)
- $CRM (Salesforce)
- $DOCU (Docusign)
- $ACN (Accenture)
- $DUOL (Duolingo)

Not sure if I would have the balls to short $DUOL and $CRM here.

What do you think? Good plays?

Gab: Goldman Sachs has launched a Long/Short Software Basket

Long:

$MSFT
$ORCL
$PANW
$CRWD
$NET

Short:

$CRM
$ACN
$DOCU
$MNDY
$DUOL

Thoughts?

轉貼文章
來自https://x.com/stocksavvyshay/status/2022696338627145797?s=46

以下是2026年表現最佳的15家公司：

1. $SNDK +164%

2. $WDC +63%

3. $BE +61%

4. $TWST +55%

5. $MU +44%

6. $APLD +44%

7. $AEHR +43%

8. $DOCN +42%

9. $AMAT +38%

10. $LRCX +38%

11. $ENPH +36%

12. $NXT +34%

13. $ON +33%

14. $CRML +33%

15. $ASML +31%

Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11. $ENPH +36%
12. $NXT +34%
13. $ON +33%
14. $CRML +33%
15. $ASML +31%