The best performing stocks in the S&P500 this year.

The three main themes:
1. Energy
2. Chemicals and fertilizers
3. Tech hardware

1. $SNDK - SanDisk +168.04%🟢
2. $LITE - Lumentum Holdings +91.94%🟢
3. $LYB - LyondellBasell +84.43%🟢
4. $DOW - Dow Inc. +77.73%🟢
5. $APA - APA Corporation +73.17%🟢
6. $MRNA - Moderna +71.94%🟢
7. $CF - CF Industries +68.19%🟢
8. $CIEN - Ciena Corporation +66.00%🟢
9. $TPL - Texas Pacific Land +65.04%🟢
10. $OXY - Occidental Petroleum +57.77%🟢
11. $WDC - Western Digital +57.49%🟢
12. $GLW - Corning Inc. +55.72%🟢
13. $VRT - Vertiv Holdings +54.00%🟢
14. $TER - Teradyne +53.33%🟢
15. $VLO - Valero Energy +51.38%🟢
16. $MPC - Marathon Petroleum +51.06%🟢
17. $FIX - Comfort Systems USA +47.71%🟢
18. $BG - Bunge Global +46.27%🟢
19. $GNRC - Generac +43.20%🟢
20. $STX - Seagate Technology +42.34%🟢
21. $COP - ConocoPhillips +41.42%🟢
22. $XOM - ExxonMobil +40.78%🟢
23. $PSX - Phillips 66 +40.19%🟢
24. $EOG - EOG Resources +39.31%🟢
25. $KEYS - Keysight Technologies +38.97%🟢

Where is the money flowing next?

保持目前的高油价将为美国的石油行业额外带来1000亿美元现金流。

$XOM $CVX $OXY

现在已知的战争明确受益者还包括 $LMT $RTX

但是他们赚的钱都是从美国消费者和其他企业额外增加的成本里吸出来的。

The Kobeissi Letter: This is absolutely insane:

Prior to the Iran war, US oil companies were generating ~$62 billion in annual free cash flow with oil prices at $55/barrel.

Now, with oil prices at $100/barrel, US oil companies are expected to generate $163 billion in annual free cash flow, if

📊 Energy & Utilities are winning in 2026:

1. $BE | YTD: +54.2% | 1M: +5.0%
2. $ENPH | YTD: +37.3% | 1M: +17.4%
3. $SLB | YTD: +27.0% | 1M: +3.9%
4. $OXY | YTD: +24.8% | 1M: +19.9%
5. $SEDG | YTD: +22.9% | 1M: +11.4%
6. $XOM | YTD: +22.8% | 1M: +11.6%
7. $VLO | YTD: +20.3% | 1M: +6.3%
8. $CVX | YTD: +18.9% | 1M: +11.2%
9. $HAL | YTD: +18.9% | 1M: +3.6%
10. $MPC | YTD: +17.6% | 1M: +10.7%

18 Winners l 2 Losers
Avg YTD: +16.5%