Archive Category: Infinite Momentum Alert Archive

Well, today’s the day… SpaceX (SPCX) will likely be trading by the time you read this. By the end of the trading day, we’ll have a good idea of whether or not the IPO was a success. The expansion of the space economy is one of the biggest megatrends of our lifetimes, and SpaceX is the engine powering it. But is it possible for any stock to live up to the hype this IPO has generated?

Well, that’s more like it … After lagging the market last month — ending an epic 10-month streak of outperformance — we came roaring back in May! Across our two portfolios, we averaged a 10.9% return from May 1 to May 29 … more than double the 5.4% average return of the four major U.S. stock indexes over the same stretch.

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Let’s talk about the monster rally in chip stocks… The iShares Semiconductor ETF (SOXX) – a basket of the biggest names in the chip industry – has surged 65% in just 32 trading days. That’s not normal. Not that I’m complaining. We’ve been riding this melt-up higher, with eight out of the 10 positions in the Tech Titans portfolio directly tied to the AI hardware and infrastructure boom.

Well, it was bound to happen eventually … We lagged the market last month. That’s after an epic streak of beating the market, month in and month out. Not for just a few months, either, but for 10 months in a row! Facetiously, I’ll say it was just “too much” winning … you know, that “so much winning we’re getting tired of it” type of winning.