The rats are abandoning ship as the top performing AI and growth stocks this year are quickly becoming top short candidates (look out below!). Specifically, the hard selloff in speculative AI stocks (over the last 2 weeks—see table) is not something I am buying as the BH Sentiment Index has fallen sharply (Now 38 out of 100—Fear!)—and it’s not the type of fear I am buying. Previous top ranked growth stocks (e.g. IREN and Bloom Energy) are crashing.

There is a new #1 in town, as Bitcoin-turned-AI-HPC-cloud company, Iren (IREN), has been dethroned by this accelerating fuel cell provider for AI datacenters. Massive runway for fast-paced growth, especially if this market stays healthy—which it may with stong AI momentum signs from megacap hyperscalers this past week. So much concentrated data and compelling opportunities in this market if you know where to look (such as this report). Enjoy!

This upcoming week is the “Super Bowl” of earnings with 5 stocks (Meta, Microsoft, Alphabet, Amazon and Apple—commanding rougly 25% of the S&P 500’s total market cap) all announcing mid week. And with the market on eggshells lately (e.g. tariff concerns and arguably “frothy” valuations, especially for AI) this week could set the direction for stocks for weeks (perhaps until Nvidia announces on 11/19). What’s more, this week could slow the rapid price gains for the stocks listed in this week’s “BH20 Fast-Paced Growth Stocks" Ranking, or it could catapult these names even dramatically higher in a hurry. Enjoy the data—these stocks are special!