The market is shrugging off the government shutdown as the S&P 500 just hit a new all-time high, and all of this in the face of a slowing labor market, some persistent inflation and arguably high market valuations (which are attributable to large-cap growth and the AI megatrend in particular). However, the 14-day Money Flow Index into the S&P 500 declined from 71 to 63 over the last week, one indication of dwindling upward momentum. Treasury yields continue to normalize as the fed has been more dovish. Overall, this is still a greedy bull market, with an 80 (out of 100) on the BH Market Sentiment Index.
Top 10 AI Energy Stocks (Big Datacenter Upside)
AI is a megatrend, and the datacenters powering it need massive energy. This disruption will continue to create exceptional investment opportunities (ranging from nuclear energy to infrastructure and supporting technologies). This report ranks my top 10 AI energy stocks set to benefit from the megatrend, starting with #10 and counting down to my very top ideas. Enjoy!
Nvidia: Trump, SK Hynix Signal Big Growth Ahead (Shares Still Undervalued)
If you have “Nvidia fatigue,” get over it. Despite the existing bottlenecks (not ASML or Taiwan Semiconductor, but SK Hynix), Nvidia’s revenue (and share price) have room to go dramatically higher as indicated by President Trump’s upcoming UK trip (with Sam Altman and Jensen Huang) and the newly announced SK Hynix HBM4 (which can increase the supply of Nvidia chips without quenching demand or impacting Nvidia’s pricing power). This report reviews Nvidia’s disruptive growth (i.e. the cloud-AI megatrend), the two imminent new growth signals (mentioned above), current valuation and risks, and then concludes with a strong opinion on investing.
Nebius: 5 Top AI Stock Roadmap, Year-End 2025
Full-stack AI infrastructure and cloud/GPU cluster company, Nebius (NBIS), just blew its own doors off (shares up dramatically) by announcing a new 5-year $17.4+ billion deal with Microsoft (MSFT) to provide dedicated access to its new data center in New Jersey. The deal, and the current valuation, are a stark reminder to investors that old-school valuation metrics (such as price-to-earnings ratio) make little sense when dealing with disruptive growth, and “forward vision” matters more (if you can get it right). After reviewing Nebius in detail (business, growth, valuation and risks), this report shares 5 additional top AI stocks as a roadmap and attempt at forward vision for the AI megatrend through year end.
Big 10.9% Yield Bond CEF: Big Temporary Discount
A lot of investors believe the bond CEF I review in this report is “second rate” compared to PIMCO bond CEFs, but with an impressive BIG (temporary) price decline (and now discount) versus NAV and a 10.9% distribution yield (paid monthly), it’s worth considering (and the management company has massive resources too). In this report, I review the opportunity, including how it generates that big monthly yield, what are the big risks, and then I conclude with my strong opinion on investing.
Big Tech Slowdown: Top 10 "Next Phase" AI Stocks
Market styles can ebb and flow, but it’s still underlying fundamentals that ultimately drive business and economic growth. Big tech and the “Mag 7” have dominated in recent months (and years) and they are absolutely not going away. But, if you are looking for some non-mega-cap stock ideas, that will also benefit from the biggest secular trend (call it a mega-trend) in many years (i.e. the cloud and artificial intelligence), here are 10 top non-mega cap names (explained and ranked, with current attractive value propositions highlighted), especially as the megacaps may be about to give back a little, relatively speaking, in that ongoing “ebb and flow” cycle (as you can see in the chart below).
Attractive BDC: 11.4% Yield, Prints Money at 1.4x NAV
Trading at an attractive 1.4x book value, the BDC I review in this report prints money when it issues new shares (which it does frequently). And the big 11.4% dividend yield is now paid monthly (previously it was quarterly). After reviewing the business, valuation, dividend safety and risks, I conclude with my strong opinion on investing.
SCHD: When the AI Flash Mob is NOT for You
The Schwab US Dividend Equity ETF (SCHD) is increasingly popular (total assets have zoomed to over $70 billion), yet it has significantly underperformed the market (SPY) and especially the tech-heavy Nasdaq 100 (QQQ). This report reviews the SCHD strategy, including its attractive qualities and big risks, and then concludes with my strong opinion on investing.
AI Energy Boom: High-Growth Industrials Stock to Benefit for Years
The electrical equipment company I review in this report has emerged as a key player in the Artificial Intelligence (AI) energy boom (thanks to its solid oxide fuel cell technology, which provides efficient, low-emission, power solutions to hyperscalers). This report reviews the business, growth trajectory, valuation and risks, and then concludes with my strong opinion on investing.
Compelling 14% Yield CEF: Big Contrarian Discount
If you like big-yield opportunities, trading at discounted prices, the healthcare sector CEF I review in this report is worth considering. It currently offers a 14% yield (paid monthly) and trades at a big contrarian discount (its top holdings are down big, and it trades at a 9% discount to NAV). This report takes a closer look at what is happening here (in terms of fund strategy, valuation and risks) and then concludes with my strong opinion on investing.
Attractive 8% Yield (Min) at a Discounted Price
This public equity (stock market) closed-end fund (CEF) is compelling thanks to its long history (85+ years) of paying big distributions (guaranteed yield is 8%, and 2024 was 10.9%) and its outperformance versus the S&P 500 (see chart below). However before investing, it’s important to understand how the fund is constructed (what are its goals) and why do many investors absolutely “hate” it (they generally have different goals and don’t care to understand the mechanics). After reviewing the details, I conclude with my strong opinion on who may, and who may not, want to invest, and why. Enjoy!
PDI’s 13.8% Yield: Despite Coverage Shortfall, Shares Worth Considering
Just like inflation is a hidden tax on your money, so is return of capital (“ROC”) on your big-yield closed-end fund (“CEF”). For example, PIMCO’s CEFs are particularly impressive and attractive, just not as much so as many people seem to think considering not a single one actually covered its distribution over the last year (see table below). This report shares high-level data on PIMCO’s popular big-yield CEFs, with a special focus on the Dynamic Income Fund (PDI), and then draws a critical conclusion based on the risks and rewards.
Top 10 Disruptive Growth Stocks (Members-Only Version)
On social media, the line is often blurred between attractive growth stocks and ugly (emotionally-charged) meme stocks. And when you throw in an overly-sensationalized dose of internet fear mongering and logic-defying greed, investors are often left in the lurch. In this report, I rank and countdown my top 10 disruptive growth stocks, including an attractive mix of blue-chip megatrend leaders as well as lesser-known up-and-coming market disruptors (carefully balancing current valuations against long-term potential, and thereby keeping emotions in check). Enjoy!
Attractive 9.9% Yield BDC, VC/Pre-IPO Growth
One of my biggest concerns for income-focused investors is opportunity cost. Specifically, they often concentrate their nest eggs in lower-growth sectors of the economy (because that’s where the dividends are) and/or in distressed companies (because that’s where the high-yield/junk bonds are at) and thereby sacrifice total returns. However, the internally-managed BDC I review in this report offers a healthy 9.9% dividend yield by investing in growth-focused sectors and companies (by providing financing to them during their early, pre-IPO, venture capital phase). In this report, I review the business, growth, dividend, valuation and risks, and then conclude with my strong opinion on investing.
Top 10 Meme Stocks, Here's When the Bubble Bursts
If you haven’t been paying attention, you might not realize the market is up 20% (S&P500) since the depths of the Trump tariff turmoil 3 months ago. And select high-growth stocks (arguably “meme” stocks) are up dramatically more (see table below). Some media pundits are arguing we’re in a bubble, while others suggest “this time it’s different.” In this brief report, I argue my case for when this “bubble” will burst and how you might want to play it.
SoFi: A Meme “Phenom” (Crypto & Private Equity)
SoFi is a millennial-focused financial services company that’s up more than 200% in the last year. And the gains are not just because of social media hype, but also due to SoFi’s impressive fundamental growth (as the company capitalizes on millennials’ growing distrust of traditional finance). This report reviews SoFi’s powerful “product differentiation” strategy, growth opportunities (particularly its latest foray into cryptocurrency and private equity), current valuation and risks, and then concludes with my strong opinion on investing.
Attractive BDC: Despite Risks, 14.3% Yield Worth Considering
The BDC I review in this report looks good for its big well-covered distribution, early growth-stage investments (RocketLab, for instance), internal management team, investment grade credit rating and reasonable valuation. Of course there are risks (industry concentration, interest rates, and an increasingly competitive BDC space) but within the constructs of a prudently-concentrated high-income portfolio, it’s absolutely worth considering for investment.
Dan Ives AI Revoution ETF (IVES) Holdings and Data
Sharing data on the latest holding in the extremely popular Dan Ives AI Revolution ETF (IVES). Considering the extraordinary popularity of AI combined with the non-stop public appearances of Ives (he is everywhere!) these stocks will continue to receive a lot of attention, especially from retail investors, and some of them rightfully so. Enjoy!
Vistra: Trump’s AI Power Push, Pelosi’s Million Dollar Bet
Recent reports indicate the Trump administration is preparing executive orders to boost power supplies for the AI industry; Vistra, the largest competitive power generator in the U.S., is uniquely positioned to benefit. Adding intrigue, former House Speaker Nancy Pelosi reportedly purchased ~$1 million in Vistra call options earlier in 2025, signaling strong confidence in its growth trajectory. This report reviews Vistra’s business model, its AI-driven growth, valuation, risks, and why it’s a compelling play in the AI energy revolution.
UPS: Despite Big Risks, 6.5% Dividend Yield Worth Considering
Down nearly 20% this year, United Parcel Service (UPS) may look ugly (especially considering revenue is expected to decline), but a closer look reveals a compelling big dividend value play with operational and financial strengths, and despite the big risks. In this report, I review the details and then conclude with my strong opinion on who might want to consider investing.