Netflix Inc_ on phone by- Wachiwit via iStock $Netflix(NFLX)$ reports second-quarter earnings on July 16, three days before the World Cup final. That is awkward timing. The biggest sporting event on the planet is taking viewers away from almost every other form of entertainment, and Netflix does not own the rights. Engagement will likely drop. It would be strange if it did. But I think investors are in danger of drawing the wrong conclusion from that. Watching less (NFLX) during the World Cup is not the same as cancelling (NFLX). It is not the same as weaker pricing. It is not the same as lower advertising revenue. And it certainly is not proof that the business has lost its relevance. The World Cup began on June 11, so it only affected the final

Why are $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ OpenAI, Anthropic, and now $Apple(AAPL)$ paying $Broadcom(AVGO)$ hundreds of billions for AI chips instead of simply buying them from $NVIDIA(NVDA)$ ? Well, Broadcom's custom AI ASICS are built for SPECIFIC AI tasks. Broadcom's ASICs can run those workloads more efficiently than general-purpose NVIDIA GPUs. They deliver higher performance per watt, which reduces power consumption and operating costs for large data centers. The custom design is optimized for customers' AI infrastructure, allowing faster and more efficient pr

AI infrastructure is reshaping corporate cash generation. Forward free cash flow growth estimates show memory makers leading the next cycle, with $MU far ahead of every other $1 trillion company, while many former mega-cap leaders are expected to see slower or even declining cash flow growth. FWD FCF Growth of $1T Club Stocks: - $Micron Technology(MU)$ +2,819% - $Samsung Electronics Co., Ltd.(SSNLF)$ +488% - $SK Hynix, Inc.(HXSCF)$ +487% - $Eli Lilly(LLY)$ +159% - $NVIDIA(NVDA)$ +121% - $Broadcom(AVGO)$ +85% -

The market is much broader than most investors realize. Everyone is still talking about AI chips, HBM, and memory stocks. But if you look beneath the surface, leadership has quietly expanded across the market. This rally is no longer being driven by just a handful of AI names. Capital is rotating into multiple industries, and many of the strongest setups today are appearing outside the traditional AI trade. Here are the sectors worth watching. 🧬 Biotech & Healthcare Healthcare continues to attract fresh momentum as investors look beyond mega-cap tech. Names on my radar: $Erasca, Inc.(ERAS)$ $ImmunityBio, Inc.(IBRX)$ $AbCellera Biologics(ABCL)$

$ESS Tech Inc.(GWH)$ has spent 15 years developing battery technology that powers communities, businesses, and data centers without the safety risks and supply chain vulnerabilities of lithium-ion. Recognized by TIME as one of America's Top Green Tech Companies and by Fortune as one of the Most Innovative Companies in America for 2025 and 2026 ESS has built a proven track record in long-duration iron flow energy storage. Now, responding to surging demand from AI data centers and critical infrastructure operators, the company is making one of its most significant strategic moves to date. On June 23, 2026, ESS announced it is accelerating development of a sodium-ion battery energy storage system, focused on short- and medium-duration applications tha

As AI investment broadens beyond chips into enterprise software, cloud infrastructure, networking, and digital platforms, Citi has refreshed its top technology picks for the second half of 2026. The list spans AI infrastructure leaders, software innovators, semiconductor suppliers, and internet platforms positioned to benefit from the next phase of the AI investment cycle. Citi’s Top Tech Stocks for the Rest of 2026: $SanDisk Corp.(SNDK)$ $Advanced Micro Devices(AMD)$ $Applied Materials(AMAT)$ $Lumentum(LITE)$ $Datadog(DDOG)$ $Ciena(CIEN)$</

Wall Street's forward earnings estimates continue to point to AI and semiconductor companies as the market's biggest growth engines. Here are the trillion-dollar giants and chip stocks expected to deliver the strongest EPS growth over the next 12 months. 1.FWD EPS Growth of $1T Club Stocks: - $Micron Technology(MU)$ +785% - $Samsung Electronics Co., Ltd.(SSNLF)$ +602% - $SK Hynix, Inc.(HXSCF)$ +420% - $NVIDIA(NVDA)$ +88% - $Broadcom(AVGO)$ +70% - $Eli Lilly(LLY)$ +50% - $Taiwan Semiconductor Manufact

I have had a chance to think, and in my opinion, $IREN Ltd(IREN)$ spending $50M on Golden State Warriors sponsorship is moronic. IREN is a B2B infrastructure provider that largely focuses on serving the multi-hundred-billion-dollar hyperscaler AI demand. This is a waste of money that doesn't help them one bit with this objective. For an unprofitable company that had $234M in operating losses last quarter and that needs billions of dollars of capital to waste $50M a year on a B2C sponsorship is absolutely moronic. This is truly stupid, and the market justifiedly sold the stock. This is a very bad judgement call from the Roberts brothers. However, the company has strong AI assets, and on the grand scheme of things, $50M a year is not that much. Neve

Biotech is showing broad-based strength beyond the AI trade, with momentum building across oncology, neurology, immunology, genomics, rare diseases, drug discovery, and life science tools. This thematic watchlist highlights leading innovators positioned to benefit from the sector's accelerating pipeline and long-term growth trends. One of the strongest sectors outside of AI right now is Biotech. Oncology $Tango Therapeutics Inc.(TNGX)$ $Enliven Treateutics(ELVN)$ $Revolution Medicines, Inc.(RVMD)$ $Relay Therapeutics(RLAY)$ $CG Oncology Inc.(CGON)$

I can't even tell you guys how many crypto companies reach out to me as a "stock-focused thought leader" to say they are mostly pivoting out of crypto and into tokenized stocks. Huge wave is coming. Been building my "fintech" basket and watching it closely. This whole "superapp" narrative has been crushed by the crypto weakness, but I think long term there can be some huge winners. Big names: $Robinhood(HOOD)$ $Circle Internet Corp.(CRCL)$ $Coinbase Global, Inc.(COIN)$ Small names: $SoFi Technologies Inc.(SOFI)$ $Hyperliquid Strategies Inc(PURR)$