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There is always a bull market somewhere.

While Mag 7 cools off, capital rotates:

Memory: $MU $WDC $STX
HPC/AI: $APLD $WULF
Energy: $BE $ENLT
Space: $RKLB $VSAT
Drones: $RCAT
Rare Earths: $CRML $USAR

17 sectors. 50+ stocks.

The next 10-baggers come from where nobody is looking.

Which sector are you watching?

The P/E Ratio Is Overrated. Everyone loves the P/E ratio — but here’s the truth: It’s one of the most misused metrics in investing. Here’s why it sucks 1️⃣ It ignores debt. A company drowning in loans can still have a “cheap” P/E ratio. 2️⃣ It ignores cash. A cash-rich business looks expensive on P/E — but it’s actually safer. 3️⃣ It’s not universal. Different industries have wildly different P/E norms. Comparing them is like comparing apples to Teslas. Instead, use Earnings Yield (EBIT/EV) — it tells you how much return you get for every dollar invested in the entire business. Example: Google P/E ratio: 24.9 Earnings Yield: 5.2% One looks vague. The other tells you what you’re actually earning. Smart investors don’t chase ratios — they chase clarity.