Co-founder Lucas Downey joins Nicole Petallides on Schwab Network to discuss stocks he sees continuing momentum: memory chip stocks. He says there’s a lot “under the surface that has been working” outside the Mag 7. 2026 Memory Chip Bull Case: Why MU, SNDK & LRCX Will Rally He says Micron (MU) “kicked everything off” by… Read more »
NVIDIA reported a beat and raise for Q4 2026. The outlook remains extremely positive for semiconductor stocks moving forward. …especially companies levered to advanced chips. Here are the top 3 memory & storage stocks exploding in 2026. Every year there’s a category that sets the tone for markets: Get on the right side of these… Read more »
Gold’s been shining bright. After surging to $5626 in late January gold fell a quick 20% by early February and has since been chopping around $5000. We see a big opportunity given the drop. That’s because gold and gold miners offer portfolio diversification. Let’s rewind the tape. Last May, we told you to Buy the… Read more »
2026 is proving to be the year of the stock picker. The real winners are chip stocks. Here are the top 3 semiconductor stocks to buy for 2026. Since October 29th, the S&P 500 has gone nowhere with returns of -.13%. But under the surface, huge outperformance is found…especially in AI-themed semiconductor names. Back in… Read more »
AI has annihilated software companies. Forced selling has sent many names to multi-year lows. This is great news for value hunters. Software stocks just triggered 2 ultra-rare bullish signals. While markets sit near all-time highs, massive rotations have created wide dispersion…especially in technology stocks. Semiconductors levered to memory and storage have zoomed. Software companies have… Read more »
We know stocks follow earnings. We also know margin expansion leads to beefy bottom lines. This is a powerful combo. Surging earnings and margins signal a big bet on cyclical stocks. Today we’ll unpack both the earnings and margin expansion picture. Turns out, there’s a monster opportunity for 2026. We’ll also highlight the best sectors… Read more »
It’s a violent money shift for the ages. Money is rotating. In 2026, tech stocks dump as small-caps and cyclicals ignite. The late great Yogi Berra once said, “You can observe a lot by watching.” He was right. When it comes to investing, the biggest edge comes from observing the most basic principle: Supply and… Read more »
AI stocks have captivated everyone from Wall Street to Main Street. There’s a lot of hype in this area, so choose carefully. Focus on the biggest earnings growers loved by institutional investors. Here are the best AI stocks to buy now for 2026. Having a process is critical to finding leading stocks. At MoneyFlows, we… Read more »
Co-founder Lucas Downey joins Schwab Network to discuss what he calls a “monumental rotation” into the Russell 2000. He discusses how small-cap dominance will prevail in 2026. “Monumental Rotation” Into Small & Mid-Caps, Memory Chips to Run Higher He expects memory stocks like Micron (MU) and Western Digital (WDC) to continue their rallies, earnings dependent. Read more »
2026 is off to a choppy start as macro crosscurrents abound. On the one hand, the strong fundamentals we outlined in our 2026 Outlook have kept stocks well bid near record highs as this rotating rally continues to broaden out. On the other, out of the blue, tape bombs are creating near-constant headline risk for… Read more »