To The Moon

Since 1950, November has finished positive in nearly 80% of midterm-election years, averaging a gain of approximately 2.7%.

The fourth quarter of midterm years has also been historically strong, with the S&P 500 averaging roughly 6.6%. And the 12 months following midterm elections have historically delivered average gains of about 15%.

Top 6 companies I’m looking to add to on pullbacks this month 👀📈

1️⃣ $Advanced Micro Devices(AMD)$ — AI computing

• Revenue +50% YoY; data center revenue +107%

• Adjusted EPS: $1.66

• Watching: EPYC processors, Instinct GPUs, and OpenAI deployments

2️⃣ $Bloom Energy Corp(BE)$ — Power for AI infrastructure

• Revenue +138% YoY

• Adjusted EPS: $0.94 vs. $0.15

• Watching: Oracle’s contracted 1.2 GW of fuel-cell capacity and deployment execution

3️⃣ $Amazon.com(AMZN)$ — Cloud, AI, and advertising

• Revenue +20% YoY; AWS +37%

• Operating income +43%

• Watching: AWS demand, Trainium adoption, and advertising growth

4️⃣ $Rigetti Computing(RGTI)$ — Speculative quantum computing

• Revenue +185% YoY to approximately $5.1M

• Adjusted loss: $0.05/share

• Watching: quantum system advances, customer deployments, and HPE collaboration

• Higher risk: still unprofitable and early in commercialization

5️⃣ $ARM Holdings(ARM)$ — Chip architecture

• Revenue +22% YoY

• Adjusted EPS: $0.45, up 29%

• Watching: data center adoption, Armv9, and higher royalties per chip

6️⃣ $Micron Technology(MU)$ — AI memory and storage

• Revenue +379% YoY

• Adjusted EPS: $33.42 vs. $3.03

• Watching: high-bandwidth memory demand, pricing, and margins