Senin, 02 Juni 2025

Market Madness

Total Wealth

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Monday Takeaways: Best May Since 1990 - But Is This Rally Sustainable?

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While most big tech companies are burning through tens of billions chasing AI hype - with no clear path to profit... ONE STOCK is already way ahead of the game...

It's raking in tens of billions in profit per year...

CNBC reports it has over 2,000 AI patents... that's more than Tesla, OpenAI, Microsoft and Samsung-combined.

And according to Kiplinger, by the start of 2023 it had created more wealth for investors than Nvidia, Oracle, Intel, Taiwan Semiconductor, Facebook and Tesla .

Details Here
 
Shah Gilani

Shah Gilani
Chief Investment Strategist

"Sell in May and go away"?

Not this year.

The S&P 500 just delivered its best May performance since 1990, surging 6.2% while the Nasdaq Composite exploded 9.6% higher.

But here's what the headlines aren't telling you...

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"A juggernaut... to rival the likes of Google and Netflix in power and value"

Is this most valuable AI stock in the world?
 

While earnings held up "exceptionally well" and margins stayed intact, analysts are already slashing Q2 expectations. And with valuations pushing into the low 20s for the S&P 500, we're entering rich territory.

Plus, there's the Trump factor - his "TACO" approach to tariffs has markets on edge, even as his negotiating style prevents terrible price pass-throughs.

I'll break down what's really driving this rally, why Jamie Dimon's bond market warnings might be strategic messaging, and how potential "SLR" changes could give banks a major boost.

Click here or on the image below to watch.

Cheers,

Shah

Video - Monday Takeaways
 
WATCH THE VIDEO
(WITH TRANSCRIPT)

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Special, "Undefeated Stocks" Set to Go Viral?

Groundbreaking new discovery reveals a special group of 117 stocks that - for the last 10 years - have gone up during certain months 99.2% of the time.

For instance... Kohl's has averaged 75% every October since 2019.

And if you act quickly, investing legend Shah Gilani has the details on a special way to play twelve of these stocks that's averaged a 95% windfall...

Every single month for 5 straight years.

Details here.

 

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