I cover some good trends and their continuations in last night’s show.
The most surprising leaders come from the old bubble mill…the railroads. As talk of infrastructure quiets to a peep, trains are getting some homepage love from $GE and its a historical look that you can watch with your children.
I love that $RAX continues to tear it up for me on the cloud side, but I continue to be underinvested in semiconductors. I am NOT alone.
Hope this helps.