Top 50 Stocks
November 2, 2025 | AMZN, Daily JAM, GOOG, Jubak Picks, Mid Term, MSFT, Short Term, Top 50 Stocks |
No slowdown on plans for AI capital spending in earnings results this past week from Big Tech. Alphabet/Google (GOOG) said it was increasing what it planned to spend on A.I. data center projects this year by $6 billion, after spending nearly $64 billion over the past nine months. Microsoft (MSFT) said it had spent $35 billion in its latest quarter, $5 billion more than it had told investors to expect just a few months ago.
Amazon (AMZN) said it would be “very aggressive” in adding more data centers and would spend $125 billion this year-— and even more next year. Meta Platforms (META) raised its spending forecast to at least $70 billion by the end of the year, which would be nearly double what it spent last year. The stock market reaction wasn’t unalloyed joy. Investors seemed generally positive on spending plans from Alphabet, Microsoft, and Amazon. And skeptical of Meta’s strategy and spending.
October 21, 2025 | CCJ, Daily JAM, Jubak Picks, Top 50 Stocks |
Third, the intense competition to lock up sources of decently priced and reliable electricity: Pick #6: Cameco
October 2, 2025 | BEPC, Daily JAM, Dividend Income, Jubak Picks, LNG, Stock Alerts, Top 50 Stocks |
Call this bookkeeping to make sure everYone is on the same page.Yesterday and today I made two picks for me Special Report on the 3 energy crises for the NOW stage in this crisis: BEPC and LNG. Here’s what I wrote:
September 30, 2025 | CCJ, Daily JAM, GNRC, JCI, Jubak Picks, LNG, Long Term, Special Reports, Top 50 Stocks, Volatility |
You don’t need the Department of Energy or the Energy Information Administration to tell you we have an energy crisis. (Good thing since they’re shut down with the rest of the Federal government today.) All you need to do is look at your electricity bill. This summer monthly home electric bills jumped in Trenton, New Jersey, for a typical home by $26. In Philadelphia, it increased about $17. And in Columbus, Ohio, it spiked $27. And your monthly bill doesn’t capture the full damage. In California,residential electric rates are up 62% in five years. In Maryland residential rates are up 54% in five years. Most frustratingly–and most importantly for investors–those bills don’t explain the nature of the crisis.
Or more accurately “crises.” Because we’re the middle of three, overlapping and interlocking energy crises. That are playing out on different timeframes that range from NOW to the next 5 to 10 years. It’s that last point that’s critically important for investors. Because to make money–and let’s be clear: like in all crises there’s money to be made investing in these three crises–you’ve got to understand the nature of each crisis and buy into it at the right time. Not so early that you sell in disappointment because your profits haven’t arrived yet. Not so late that all themes tasty profits are gone. This Special Report is about untangling the 3 energy crises, giving you a timeline for investing in each, and then calling out 10 picks you cause to profit from theses crises. Ya, ready?
September 2, 2025 | Daily JAM, GOOG, Top 50 Stocks |
In his decision of the remedies in one of Alphabet’s (GOOG) anti-trust cases, Judge Amit Mehta ruled late Tuesday, September 2, that Alphabet must open up competition in online search by sharing more data with competitors, and said that the company could not enter exclusive contracts for search. But Mehta ruled that Alphabet did not have to divest its Chrome the browser, the world’s top browser by market share. Today’s decision followed Mehta’s ruling last year that Alphabet held an illegal monopoly in online search and search advertising. Shares in Alphabet rose after hours, gaining 5.7%.
August 27, 2025 | Daily JAM, Long Term, Morning Briefing, NVDA, Top 50 Stocks |
Nvidia’s basic problem is that investor expectations are so high that the company struggles to meet them. In the quarter ended on July 27, results released today after the close of trading, Nvidia said it earned an adjusted $1.05 per share on $46.74 billion in revenue. Which disappointed the market. The stock fell 3.03% in after-hours trading.
August 23, 2025 | Daily JAM, Long Term, NVDA, Stock Alerts, Top 50 Stocks |
what would a week be without an inflation report. And the week will end on Friday with the Personal Consumption Expenditures index report for July. The Fed’s favored inflation gauge, the core PCE was up 2.8% year-over-year in June and 2.7% in May. Another tick higher wouldn’t be good news for investors counting on the Federal Reserve to cut interest rates at its September17 meeting. But THE event of the week will be the earnings report from Nvidia (NVDA) after the close on Wednesday, August 27. Nvidia is expected to report earnings for the fiscal Quarter ending July 2025 of $0.94 a share. The reported earnings per share for the same quarter last year was $0.65. Nvidia faces a challenge to beat lofty expectations. Wall Street analysts expect Nvidia to deliver 53% year-over-year revenue growth in the quarter and expect a 48% increase in earnings.
August 17, 2025 | Daily JAM, GOOG, Long Term, Top 50 Stocks |
Perplexity will, reportedly, make a bid to buy Alphabet’s (GOOG) dominant Chrome search engine for $34.5 billion. So what’s that all about?
August 7, 2025 | Daily JAM, Dividend Income, Stock Alerts, Top 50 Stocks |
Cummins is a member of my Dividend Portfolio. Since the August 10, 2018 date of that pick, the position is up 174%. I’m going to hold Cummins through the August 22 record date and then sell these shares out of the Dividend Portfolio.(The appreciation in Cummins stock has lowered the forward dividend yield on the shares to 2.1%) I will keep my position in Cummins in my long-term 50 Stocks Portfolio.
August 7, 2025 | Daily JAM, Long Term, Top 50 Stocks |
Toyota Motor (TM) warned it faces a hit from President Donald Trump’S tariffs to first quarter operating income of 450 billion yen ($3.1 billion). For the full-year-ending March 31, 2026, the hit would be ¥1.4 trillion ($9.5 billion).
Toyota’s operating profit fell by almost 11% to 1.17tn yen in the three months to the end of June compared with the same period last year. The biggest carmaker in the world said it expected to make an operating profit of 3.2 trillion yen in its financial year to March 2026, down 16% on previous guidance of 3.8 trillion yen.
August 5, 2025 | Daily JAM, GOOG, Jubak Picks, MSFT, Top 50 Stocks |
For the coming fiscal year, big tech’s total capital expenditure on AI is slated to balloon, leaving the total for 2024 in the dust. In total, the four tech companies will spend more than $400 billion on capex in the coming year, according to the Wall Street Journal.
August 5, 2025 | Daily JAM, Long Term, NVDA, Top 50 Stocks |
In the long term, say two to three years, I think Huawei and its AI chips–plus the rest of China’s AI sector–pose a significant threat to Nvidia’s (NVDA) position as king of the AI mountain. In the short run, however, the negative aspects of that threat are far outweighed by the benefits to Nvidia of the Trump Administration’s decision to allow the company to resume selling its H20 chip in China.
The reason for that is pretty simple: in the short term whatever the technology capabilities of individual Huawei and other Chinese chips, in the aggregate China’s AI chip makers don’t have the capacity to manufacture AI chips in the volumes the global AI boom requires.
