Looking at historical trends, July has closed 1%-2% higher for twelve consecutive years. I'm keeping an eye on SPY, as I think there's a chance it could reach around $760 and then $820+ by the end of the year.
Here are some stocks on my radar that I believe are trading at attractive levels:
1. $Microsoft(MSFT)$ at $480 – The AI Foundry and potential Azure reacceleration once the current capex concerns ease up.
2. $Meta Platforms, Inc.(META)$ at $720 – Its advertising business is funding the AI buildout, and it's still showing 33% revenue growth.
3. $Tesla Motors(TSLA)$ at $520 – Catalysts like FSD v14 and the Cybercab ramp into 2027.
4. $Ouster Inc.(OUST)$ at $85 – Lidar hitting an inflection point as physical AI and robotics scale.
5. $Vishay Precision(VPG)$ at $220 – A small-cap sensor company riding the same robotics wave.
Over the last two decades, July has averaged a 2.4% gain, which to me suggests it could be a favorable period for considering positions.
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