Spec‑growth is alive and well, as more and more offensive names are taking center stage for the current rally.
We continue to find bullish themes in specific industry groups from cyber, to quantum computing, and space & exploration.
Investors are reaching out on the risk spectrum, and we’re ready to ride these trends with them.
Nothing screams “risk-on” louder than small‑modular nukes feeding AI’s power appetite.
I’ve been referring to this basket of stocks as the “new nuclears,” but they actually have some really cool science, not to mention- a secular trend, behind them.
Let’s dive in.
At the Index level, the Nuclear Energy ETF $NLR is shaping up and threatening to break out of a monster base.
In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega cap status (over $200B).
Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.
But the scan doesn't just end there.
We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.
Some of the best performers in recent decades – stocks like Priceline, Amazon, Netflix, Salesforce, and myriad others – would have been on this list at some point during their journey to becoming the market behemoths they are today.
When you look at the stocks in our table, you'll notice we're only focused on Technology and Growth industry groups such as Software, Semiconductors, Online...
The greatest investor the world has ever seen announced his retirement this weekend.
Warren Buffett delivered the news at the Berkshire Hathaway annual shareholders meeting on Saturday that he’ll be stepping down on January 1, 2026.
Naturally, this was the big story of the day. But all I keep hearing is that the stock is down 5% on the news.
You gotta be kidding me.
JC and I have been joking for years that when this moment comes, you buy the dip. And now that it’s here, we’re doing it.
So, let’s tell the real story of Buffett and Berkshire shares these days.
What all the headlines aren’t telling you is that Buffett literally just went out on top in the most GOAT fashion. Let me explain…
Berkshire closed at fresh all-time highs Friday.
Only a handful of stocks in the S&P 500 could say the same.
The market just suffered a swift and steep drawdown. It's the worst of the entire cycle. A lot of stocks have been absolutely crushed. But not this one.
One of the things I do on Saturday mornings is catch up on the earnings stories and reactions I might have missed during the week.
And it’s actually a lot easier for me to do these days…
Over the past year, we’ve built an earnings engine complete with various internal scans and custom indicators.
We like to build the tools we need here at All Star Charts. It’s how we got our start many years ago. And it will always be a big part of our culture and success as a publisher.
So I’m proud to say we finally have everything investors need from an earnings standpoint.
And you can get it for free right now as we’ve launched a demo version of what we call the Beat Report.
We’re tracking all the reports each quarter and identifying the names with the best earnings trends and momentum. We send a note each day detailing all the earnings-based movers and shakers. We break it all down for you and highlight the best stuff we find.
But the way we do it is a bit non-traditional. No one else is doing this analysis in this way.
Our Hall of Famers list is composed of the 150 largest US-based stocks.
These stocks range from the mega-cap growth behemoths like Apple and Microsoft – with market caps in excess of $2T – to some of the new-age large-cap disruptors such as Moderna, Square, and Snap.
It has all the big names and more.
It doesn’t include ADRs or any stock not domiciled in the US. But don’t worry; we developed a separate universe for that. Click here to check it out.
The Hall of Famers is simple.
We take our list of 150 names and then apply our technical filters so the strongest stocks with the most momentum rise to the top.
Let’s dive right in and check out what these big boys are up to.
Here’s this week’s list:
*Click table to enlarge view
We filter out any laggards that are down -5% or more relative to the S&P 500 over the trailing month.
We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to offer.
However, when it comes to this one, it couldn't be any simpler!
With the goal of finding more bullish setups, we have decided to expand one of our favorite scans and broaden our regular coverage of the largest US stocks.
Welcome to TheJunior Hall of Famers.
This scan is composed of the next 150 largest stocks by market cap, those that come after the top 150 and are thus covered by the Hall of Famers universe. Many of these names will someday graduate and join our original Hall Of Famers list. The idea here is to catch these big trends as early on as possible.
There is no need to overcomplicate things. Market cap is a quality filter at the end of the day. It only grows if price is rising. That's good enough for us.
In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from small- to mid- to large- and, ultimately, to mega cap status (over $200B).
Once they graduate from small-cap to mid-cap status (over $2B), they come on our radar. Likewise, when they surpass the roughly $30B mark, they roll off our list.
But the scan doesn't just end there.
We only want to look at the strongest growth industries in the market, as that is typically where these potential 50-baggers come from.
Some of the best performers in recent decades – stocks like Priceline, Amazon, Netflix, Salesforce, and myriad others – would have been on this list at some point during their journey to becoming the market behemoths they are today.
When you look at the stocks in our table, you'll notice we're only focused on Technology and Growth industry groups such as Software, Semiconductors, Online...
US equities are officially the laggards of the world.
The S&P 500 is underperforming just about every stock market around the globe this year.
After four months of steady underperformance, a growing list of international indexes are making new 52-week highs relative to the US.
While these ratios might be stretched over the short-term, when you zoom out, they are taking the shape of primary trend reversals.
All this tells us is to expect more leadership from international stocks in the future. I think we should get used to a global market of stocks that is no longer dominated by the United States.
And this is great news. Participation broadening around the world simply means more investment opportunities for us.
So I’m all about international these days. The first watchlist and chartbook I’m looking at most mornings is our international ETF universe.