2026 Must-Own Stocks: $NVDA, $FICO, $CDNS with $V and $MA as Core
The Q2 ‘26 earnings scoreboard is looking incredibly green.
Massive acceleration appearing in the latest results:
• FICO: 16% ➡️ 39% Rev Growth
• Cadence: 6% ➡️ 19% Rev Growth
• Comfort Systems: 129% EPS growth
Here's a full breakdown of the heavy hitters in the Long Equity portfolio.
Which one of these is a "must-own" for the rest of 2026?👇
$NVIDIA(NVDA)$ $Fortinet(FTNT)$ $MasterCard(MA)$ $KLA-Tencor(KLAC)$ $Fair Isaac(FICO)$ $Visa(V)$ $Cadence Design(CDNS)$ $Comfort Systems USA(FIX)$ $Lam Research(LRCX)$ $MSCI Inc(MSCI)$
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