Samlunch
2024-10-18

Right now there’s a few main sectors that clearly have momentum, theme, and attention. Crypto and nuclear are all the buzz right now but I’m looking for what groups could emerge next.

*I do still think crypto and nuclear have upside ahead*

Quantum computing, space, biotech, and fintech are 4 groups of stocks I’m watching/have positions in and think may really wake up going into the end of this year.

A few names from each group I like:

Quantum Computing: $IONQ $QBTS $RGTI

Space: $RKLB $LUNR $IRDM $PL

Fintech: $UPST $AFRM $SQ $SOFI $PYPL $TOST

Biotech: $SAVA $VKTX $TGTX (think $XBI is the easier bet for most)

While it’s important to play what’s in front of you and what’s working I think it’s smart to keep an eye out for what could be setting up next.

All 4 groups are starting to perk up but haven’t fully broken out yet. Think we’re close.

Nuclear Power Stocks Soar! Is OKLO Your Pick?
Nuclear concept stocks OKLO, SMR, and NNE surged again. OKLO has refreshed its all time high this month. In addition, energy companies that supply nuclear power, such as Vistra Energy, Constellation Energy, and Talen Energy, have seen their stock prices rise by at least 90% over the past year, with the upward trend continuing in 2024. --------------- Will you jump on the wagon of nuclear power stocks?
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