Bond.az — The old “sell in May and go away” adage couldn’t have been more wrong this year. As many investors focused on higher energy prices and fears of overvaluation in mega-cap names, the market rewarded what may be the biggest shift since the start of the AI cycle: the broadening of the AI trade.
On the back of a fantastic earnings season across the entire tech infrastructure, it was continuously rising AI capex projections that changed the game at a fundamental level, pushing AI infrastructure demand, and thus the forward PEs of the industry’s companies, to levels that simply screamed buy.
Take Micron as an example; even after an eye-popping 930%+ 1-year rally, its FW PE remains at a low 9, with a projected 1-year EPS growth of 689%.
But Micron is far from being the sole exception in this market. As a matter of fact, the tech sector’s EPS growth (excluding the Mag-7) hit an unseen 51%+ YoY in Q126, with forward projections pointing even higher.
These numbers couldn’t be clearer: The next wave of AI winners is coming, and now’s the time to identify and ride high-potential names all the way to the top. For less than $9 a month, Bond.az’s premium members have been doing just that ALL YEAR LONG.
Powered by machine-learning investor-grade financial modeling, they have been riding the AI bull market with a monthly-updated list of tech picks that has returned a massive +202.63% since launch in November 2023. That’s a +124.24% outperformance over the S&P 500.
Just in May, they received more than TEN 20%+ winners in the tech infrastructure space ALONE.
But if you missed these picks, HERE’S THE GOOD NEWS: A new list of AI-picked stocks specifically for June IS ALREADY LIVE.
Bond.az members can access it HERE.
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