The latest iteration of the BH20 Top Growth Stocks Ranking shows that AI megatrend themes and rare earths (precious metals) are back! Technically, they never went away. But the latest data proves (again) these themes are very real and very powerful! Take a look at these top 20 ranked growth stocks to corroborate your top ideas and manage your risk exposures (there are quite a few opportunities here worth considering here). Enjoy!

I start with this long-run versus short-run illustration to remind investors that when the market seems “dramatic” (like it may seem recently), disciplined long-term investing is often the best course. However, periodically adjusting your portfolio around the edges (to manage risks and take advantage of opportunities) is warranted. This report reviews 3 dramatic market themes currently dominating the headlines and daily market swings, and then shares specific ideas on how to play them.

After 3 consecutive strongly-positive years for US stocks (see graph), 2026 is off to a healthy start, despite geopolitical risks (Maduro removed from Venezuela) macroeconomic political risks (the Trump administration continues to pressure Fed Chair Jerome Powell), as the BH Market Sentiment Index sits at 70 (Greed).

Many of the same megatrends we saw pullback near the end of 2025 are now reaccelerating in 2026. This report shares the latest iteration of the BH20 Top Fast-Paced Growth Stocks and highlights a few exceptional standout names worth considering.

In the accelerating race to build-out artificial intelligence (AI) at scale, just a small handful of companies hold the literal "on/off switches" for the infrastructure powering it all. Dubbed "chokepoint kings," these firms control irreplaceable elements amid surging demand. Here are the four AI Chokepoint Kings, including a description of what they do, how they are currently being valued by the market, and my opinion on investing.

No one has a working crystal ball, but it’s not hard to see where the market is going (e.g. the “cloud AI megatrend,” for example). Where uncertainty starts to creep in is the likely winners (e.g. mega-cap hyper-scalers) versus the less-certain long-term winners with more volatile upside (e.g. the nuts-and-bolts hyper-scaler suppliers and datacenter component makers). This week’s BH20 fast-paced growth stocks shares a handful of top ideas from the latter group (e.g. huge upside “potential” but volatile and less-certain).

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!