Already up 18% since my first buy less than a month ago.
This week’s signal, this week’s pick, what to do with both.
Every AI accelerator on earth needs somewhere to put the data it’s crunching, and right now there isn’t enough of it to go around. One company’s high-bandwidth memory has been sold out for the entire year, twice, and its customers are already negotiating for capacity that doesn’t exist yet — in 2027 and 2028.
That kind of demand doesn’t move in a straight line. This stock went from under $70 a share in April last year to over $1,200 by late June this year, then gave back nearly 40% of that in about five weeks, bottoming near $739 in late July, before climbing back above $1,000 by September. Same company, same structural story, wildly different price depending on the week you looked.
My model doesn’t read any of that. It doesn’t know the stock tripled, or that it corrected, or that it’s climbing again. It ranks all 450+ stocks the same quantitative way, every week — and this week, this one landed back at #1.
Signal: BUY.
Capital stays invested — core and pick both.
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And what I buy every Monday