During my time investing I have done research in multiple companies, I have bought and hold a good amount of stocks and I have others in my watchlist that I haven't bought yet just for the reason that I like to have a concentrated portfolio of 10-12 stocks of compounding machines but I still follow many stocks. With the second half of the year starting, here's exactly where I stand on every name I track, ranked by fundamentals, momentum, and risk/reward. Strong Buy payments and mega-cap. Visa and Mastercard don't need much explanation. Every investor should own at least one of these. Best duopoly in the world and just a massive moat on the payments system. $AMZN, $MSFT, $META are in my opinion three of the most undervalued mega-caps in the market right now. MSFT and META specifically are a massive opportunity, the disconnect between the business quality and the current price is a good opportunity. In the buy category I have a few stocks but I say that $SPGI and $NOW are businesses I don't see AI disrupting, I actually see AI making them stronger. With current sentiment I wouldn't be surprised if they finish the year lower before recovering. $NVDA and $AVGO are my pure AI infrastructure plays. They've been left out of this recent rally. It could be that they had their time already but I think these are great businesses that will still exist even after the AI cycle ends and the next technology advance comes in. Holding most of the industrial and power names, here the companies building and maintaining data center infrastructure had incredible runs in the past year. If you bought them last year, trimming some gains and letting the rest ride makes sense. I personally sold out of $VST and trimmed $FIX after massive gains. There's still room to grow but the easy money has been made in my opinion. Selling $AMD after the incredible run due to the disconnect between the fundamentals and the price and buying or holding at this price to me just seems to risky. $DUOL and $ADBE worry me from an AI disruption standpoint, I don't think enough people will keep paying for language learning when AI gets better, and creative tools are being replaced in real time. Strong sell for memory stocks and there is no overthinking here for me, the risk/reward is gone. Whoever held these through the run made 10x to 40x in some cases and that is just incredible But I'd be reallocating that capital elsewhere right now. Anything you would change or add to this table?
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I Ranked Every Stock I Follow | Beginner Investors | Blossom Social
