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!
The Disciplined Growth Portfolio: More Wins, More Upside Ahead
Disciplined Growth Portfolio: New Cracks in the AI Dam, New Opportunities
This report shares updated data on all 40 positions in the Disciplined Growth Portfolio, and highlights notable risks and opportunities. Notably, we’re seeing some big cracks in the AI dam, and thereby new opportunities that are worth considering as you manage your own investments.
The Disciplined Growth Portfolio
For starters, here is the complete Disciplined Growth Portfolio.
fsdaadsf
asdf
High Income Portfolio: New Risks, New Opportunities
This report shares recent data on all 25 positions in the 9.8% aggregate yield “High Income Portfolio,” and highlights notable risks and investment opportunities as you manage your own income-focused portfolio. Notably, we’ve seen some share price movements (as the market continues to digest tariffs, interest rate dynamics and the ebbs and flows between value and growth) that are worth considering as you manage your own investments.
BH20 Growth Stocks: MP Materials to Benefit from Tariff Turmoil
Market jitters continue as China-tariff risks, plus the AI “bubble,” keep investors up at night. Nonetheless, “high-performance-computing” datacenter stocks and trade war beneficiaries (such as MP Materials) continue to soar higher (despite very high short interest) and with no end in sight for this powerful megatrend rally. This report shares the latest “BH20 Top Growth Stocks” with a special discussion of MP Materials.
BH Fear & Greed Index
20 Top Stocks at Risk of AI Disruption
A lot of attention is given to stocks "benefiting" from AI, but there are also plenty of businesses that will suffer because of it. This report highlights 20 businesses that could suffer significantly because of AI (i.e. investment returns could be decreased, stocks could meaningfully underperform expectations, the market and leading AI competitors). Several of the names on this list were absolute "untouchable" powerhouses just a few years ago, but are now feeling the pressure from AI. Enjoy!
Dogs of The Dow: UnitedHealth Group is Attractive
If you are concerned about frothy growth stock valuations, the contrarian “Dogs of The Dow” strategy is something you may want to consider. This report dives deep into the current “dogs” sharing all kinds of data worth considering and then reviews UnitedHealth Group in detail (i.e. one particularly interesting current “Dog of The Dow”). Enjoy!
BH Weekly: Tariff Fear Creates Opportuniy
The market sold off hard on Friday after President Trump announced plans for a new 100% tariff on all Chinese imports starting November 1st. You likely remember how hard the market sold off in April when Trump first announced his “Liberation Day” tariffs (it was ugly), but then rebounded sharply demonstrating (yet again) that fear creates opportunity. This report tests out a new format for the Blue Harbinger Weekly and shares 4 top stock ideas for the week ahead.
10 Top Big-Yield CEFs: This 11.1% Yield BlackRock Fund Stands Out
Accelerating AI Momentum: Ranking The Mag 8 + 2
As the AI megatrend continues to accelerate, the Magnificent 8 (plus 2) continues to widen its lead (some more than others) and will thereby continue to benefit. Just this past week, for example, OpenAI unveiled "Sora 2," an advanced video generation model and a creation-first social feed (with API and Android integration planned). Also, Anthropic's "Claude Sonnet 4.5" (their most intelligent model yet) is now generally available on Google Vertex AI (enabling developers to build sophisticated applications). This all spells "more growth" and more need for chips, data centers and energy-efficient solutions. In a nutshell, more upside for AI ahead.
BH Market Sentiment Index
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). And the 14-day Money Flow Index into the S&P 500 (SPY) increased to 63 from 62 over the last week, another indication of market strength. Treasury yields continue to normalize as the fed has been more dovish.
Overall, this is still a greedy bull market, with a 70 (out of 100) on the BH Market Sentiment Index.
Top 10 Quantum Stocks (Big Disruptive Potential)
Quantum computing (which uses qubits to perform complex calculations much faster than today's systems) has the potential to transform the world, but is still many years away from widespread commercial use. The industry is valued at $3.5B, but could hit $20.2B by 2030 (41.8% CAGR) as per a McKinsey study. As such, the stocks have massive upside, but also huge volatility risks; and investors may want to pick entry points discriminately at this nascent point. The group is coming off extreme momentum, and opportunities to add a few shares (to a more broadly-diversified, goal-focused portfolio) may become increasingly compelling. This is a high-risk, potentially very-high-reward space. Here are 10 stocks worth considering.
Top 10 BDCs: Contrarian Yield in a Greedy Market
Business Development Companies (BDCs) continue to provide big steady yields (income) to investors despite a challenging BDC environment, including interest rate volatility, increasing competition and economic uncertainty. Although BDC strategies are varied, they generally provide loans to riskier private business where traditional bank lending is less suitable, and then reduce aggregate risks by doing so through a diversified portfolio (within their areas of expertise). Many are facing selling pressure (see 14-day money flow index) and some trade below book value (generally an indication of fear, depending the the particular BDC strategy). Increasingly compelling contrarian yield opportunities in an otherwise greedy market environment.
BH Market Sentiment Index
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).