I am also watching $Marathon Petroleum(MPC)$ and $Valero(VLO)$ because elevated refining margins could support strong earnings. However, after such huge YTD gains, I would be careful about entering at fresh highs. I prefer waiting for a pullback and better risk-reward.
If I had to pick one, I would choose CRWD for its AI-driven cybersecurity growth. New highs do not automatically mean overvaluation, but I would still wait for a better entry rather than FOMO into the breakout.
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- JoannaDarwin·00:12TOPCRWD cash flow is still the underrated part here, AI security demand has not fully priced that moat yet1Report