Dec. 26 at 2:11 AM
Merry Christmas and Happy Holidays! 🎄
$SPY
Investing comes down to identifying trends, then stocks that take advantage of them.
Moving into 2026, we see many trends taking shape, many of which will yield outsized returns like we saw in 2025.
We touched on them in our opening piece, and look forward to going deeper with our dedicated subscriber base in the new year.
With lower rates coming, and an administration that is not afraid of "running hot" (New Fed chair will support this notion), we expect growth and stock market performance to accelerate in the new year, led by quality names (key note there) in future facing themes:
- Autonomy
- Robotics
- Space
- Bio
Sneak peaks into a few of our top 10 names:
- 4.
$ARM (Higher chip demand in Data as well as vehicles and robotic applications)
- 7.
$AMZN (Leader in robotics, trading at fairly discounted historical valuations)
- 10.
$RAMP (Data name, coiled for nice moves in 2026)
Join our growing subscriber base in bio and lets have a killer 2026!
