Jubak Picks

Here’s the 3-year road map for AI hardware–and a buy on AMD

Here’s the 3-year road map for AI hardware–and a buy on AMD

It’s important to remember exactly how young artificial intelligence is as a market product. I certainly don’t think it’s possible to project the long-term winners on either the software or hardware side. Remember the days when Apple (AAPL) thought it was worth buying a Super Bowl add to urge consumers to smash the IBM PC empire? But I do think the hardware road map is petty clear for the next two to three years. Which is why I’m adding shares of Advanced Micro Devices to my portfolios tomorrow.

Here’s the 3-year road map for AI hardware–and a buy on AMD

Special Report: 10 Great Growth Stocks that Are Getting Greater–today my 10th (and final) pick QCOM

GREATER Growth Stock Pick #10: Qualcomm (QCOM). I think the market and the current stock price are missing a good prt of the growth story for Qualcomm. Which is why I find the stock undervalued enough to buy here. Right now the market disagrees. However, I’ll be adding the stock to my Jubak Picks and Volatility Portfolios on Tuesday, January 16.

Special Report: 10 Great Growth Stocks that Are Getting Greater–today my 9th pick PANW

Special Report: 10 Great Growth Stocks that Are Getting Greater–today my 9th pick PANW

GREATER Growth Stock Pick #9: Palo Alto Networks (PANW). I’m not going to try to convince you that shares of cyber-security favorite Palo Alto Networks are a value stock. It trades at 166 times trialing 12-month earnings per share. And I’m not going to try to convince you that this is an undiscovered stock that’s going to sneak up on anyone. The shares was up 111% in 2023. (The stock has been a member of my long-term 50 Stocks Portfolio since July 17, 2019. In that time the position is up 296%.) But remember the point of this Special Report–I’m looking for great growth stocks, which aren’t cheap in this market by any means, with catalysts in the next year or two that will push growth higher. And here I think Palo Alto Systems rings the bell three times over.

BYD climbs over Tesla to become No. 1 in electric car deliveries in the fourth quarter

Special Report: 10 Great Growth Stocks that Are Getting Greater–today my 8th pick BYD

GREATER Growth Stock Pick #8: BYD (BYDDF). I know; I know. What’s a Chinese stock doing on this list? It’s here because BYD, not Tesla (TSLA) is the big growth story in electric vehicles and not just for this month–but for years. And because I can see two catalysts that are about to power this stock higher. Morningstar calculates that BYD is 20% undervalued right now. Because this is a China stock we’ll need to take a deep look at valuation later in this post. But first, the growth story.

Solar stocks rocket higher on Day 2 of the post-Fed meeting rally

Solar stocks rocket higher on Day 2 of the post-Fed meeting rally

Among today’s big stock market winners today: SolarEdge Technologies (SEDG), the biggest maker of inverters used in turning sunlight into electricity, closed up 16.67%, and Sunrun (RUN), a leader in the installation of residential solar systems, closed up 19.92%. This rally had absolutely nothing to do with any news out of the recently ended COP28 United Nations Climate Conference. It was a pure reaction to the signs in yesterday’s Dot Plot from the Federal Reserve that the central bank was looking to cut interest rates at least three times in 2024. Makes perfect sense.

Moderna shares jump today on positive results in skin cancer vaccine trials

Moderna shares jump today on positive results in skin cancer vaccine trials

Shares of Moderna (MRNA) closed up 925% today, December 14. A personalized vaccine developed by Merck and Moderna helped prevent the recurrence of severe skin cancer for three years, according to new results released today. Patients with severe melanomas who got the vaccine and Merck’s cancer drug Keytruda were 49% less likely to die or have their cancer return than those who got Keytruda alone. The news is especially important for Moderna.

Moderna shares jump today on positive results in skin cancer vaccine trials

Special Report: 10 Great Growth Stocks that Are Getting Greater–today my 6th pick Danaher

GREATER Growth Stock Pick #6: Danaher (DHR). Danaher is a smart (that’s key) serial acquirer–and asset divester–in the life sciences space. And that makes this stock very interesting in an environment where small, young life sciences companies might be looking for help/rescue/acquisition because they can’t raise capital in a tough part of the credit cycle. I like Danaher now, as well, because the stock looks to have just about completed its re-rating after a spike in sales during the Covid pandemic led to over enthusiasm about the stock.