People think only memory stocks are going up. Not true. 1) Healthcare continues to drive higher. Including the medicare advantage complex. $LLY $CNC $NUTX $HQY $CLOV 2) Consumer Finance names are doing well $DAVE $ENVA $SYF $BFH $PGY $SEZL $WRLD 3) Travel and Leisure is doing well (and other pockets in Consumer discretionary See airlines for example. $QXO $LTM $UAL $DAL 4) Biotech names are doing well (and have seasonal tail winds thru July) These are likely more tactical rather than long-term holds though, and more speculative. $ABSI $COLL $HALO We own all of these names currently.
View on X ↗