RT Evan
All these stocks hit new 52 WEEK HIGHS at some point today

Lockheed Martin $LMT
Deere $DE
Chevron $CVX
General Electric $GE
Fedex $FDX
Johnson & Johnson $JNJ
Union Pacific $UNP
Baker Hughes $BKR
$BP
CBOE Global $CBOE
CF Industrials $CF
Ciena $CIEN
ConocoPhilips $COP
Coterra $CTRA
Cenovus $CVE
Devon Energy $DE
Edison $EIX
Equinor $EQNR
Dimondback $FANG
Frontline $FRO
Halliburton $HAL
Huntington Ingalls $HII
Kinder Morgan $KMI
Linde $LIN
Lumentum $LITE
Northrop Grumman $NOC
New York Times $NYT
Ovintiv $OVV
Quanta Services $PWR
Raytheon $RTX
Shell $HSEL
Suncor Energy $SU
Targa Resources $TRGP
Texas Pacific $TPL

2 more high-conviction themes to CRUSH the rest of 2026:

4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC

5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP

Which new themes are you stacking?

RonnieV: 3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace