The 25-position Blue Harbinger “High Income Portfolio” continues to offer a high yield (currently 9.6%). There have been no new buys or complete sales, but the existing portfolio positions have been rebalanced to trim some winners (trading at higher prices) and add more to attractive opportunities trading a bit lower (attractive). You can access the updated holdings in this report.

Far more money has been lost waiting for the market to correct than in the actual corrections themselves. That is a paraphrase of Peter Lynch, and it’s likely a wise warning for investors in the current “cloud-AI bubble” led by a small handful of US mega-caps stocks. The warning cuts hard both ways, as many investors will likely face huge financial pain in days ahead. This report reviews the current state of the cloud-AI bubble, considers a secular market paradigm shift, discusses the huge financial pain many investors are about to inevitably face, considers a handful of S&P 500 risk metrics and then concludes with my strong opinion on how to defend yourself against the growing cloud-AI bubble.

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.

If you are concerned about inappropriately high valuations for top growth stocks currently benefiting from recent AI hype (increasingly being described as an “AI bubble”), here are 10 top contrarian growth stocks with less ties to AI, but that still have healthy growth trajectories, much more reasonable valuations (e.g. low price/earnings to growth (PEG) ratios) and a lot of upside as per Wall Street analysts estimates. I currently own several of these names in my prudently concentrated/diversified, long-term, BH Disciplined Growth Portfolio. Enjoy!

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!

This report shares the details on all 40 positions in the Disciplined Growth Portfolio. Not only were there several big wins this past week, we could see fireworks in the week ahead as 5 of the Mag 7 are scheduled to report earnings (which will have dramatic impacts on the entire market).

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!

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.

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.

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!

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).

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.