Stock Club

Stock Club 323We're revisiting two more stocks pitched at last year's Investicon to see how they've performed, and one of them has been on an incredible run. Ouster (NASDAQ:OUST), the San Francisco lidar sensor maker, is up roughly 90% since it was first flagged, with gross margins climbing from around 10% to 43% and a 13th straight quarter of growth. We break down the Department of Defense certification, the expanded manufacturing partnership, and why Q2 2026 earnings on August 6th could be the next big catalyst for this AI and robotics stock.We also check in on Schaeffler (ETR:SHA0), a 100 plus year old German industrial giant paying a 4.2% dividend yield, and why old world manufacturing businesses like this are becoming unexpectedly future relevant as the world builds out robotics and automation. Along the way we talk lidar technology, dividend stocks, and how to think about investing in AI adjacent industrial names.Finally, we've got a big announcement for our Investicon event on August 27th, just three weeks away, featuring Motley Fool co-founder David Gardner, Bill Mann, Eric Bleeker, Peter Slager of Compounding Quality, and more. Email Brian@MyWallSt.com if you want a shot at one of this week's early bird discount tickets, or head to investicon.ie for more details.Stocks mentioned:Ouster Inc (NASDAQ:OUST)Schaeffler AG (ETR:SHA0) /U.S. OTC (Ordinary/Common): SCAFFBenchmark Electronics (NYSE:BHE)Tesla (NASDAQ:TSLA)Luminar Technologies (NASDAQ:LAZR)Hugo Boss (ETR:BOSS)Porsche AG (ETR:P911)Philip Morris International (NYSE:PM)Diageo (LSE:DGE)#StockClub #MyWallst #LidarStocks #DividendStocks #StocksToBuy #InvestingPodcast #AIStocksAt MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

Cloudflare (NYSE:NET) is up 30% in the last year and powers an estimated 20% of the most valuable sites on the internet, but is it actually worth 300 times cash flow?
This week we do a deep dive on one of the most complex and consistently expensive stocks in the market, breaking down how Cloudflare's edge network acts as the tollbooth of the modern internet, filtering cyber attacks, optimizing performance, and now positioning itself as the infrastructure layer for AI agents.
We also break down Vertiv Holdings (NYSE:VRT), the data center infrastructure specialist sitting on a backlog so large its employees are booked out for the next decade. The demand is undeniable for the next 2 to 3 years but is the AI infrastructure buildout heading for a fiber bubble-style correction, or is this the foundational chapter of a generational infrastructure player?

Stocks & Companies Mentioned:
Cloudflare (NYSE:NET)
Vertiv Holdings (NYSE:VRT)
CrowdStrike (NASDAQ:CRWD)
Microsoft (NASDAQ:MSFT)
Amazon/AWS (NASDAQ:AMZN)
Alphabet/Google Cloud (NASDAQ:GOOGL)
SpaceX (NASDAQ:SPCX)

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.

Stock Club Episode 321
PayPal was once worth $360 billion. This week Stripe and private equity firm Advent International put in a joint bid of $53 billion to take it private, a 90% drop from its all time high. We break down how PayPal built the original railroad of the internet, why it sat still while the world moved around it, and what Stripe's move tells us about where the payments industry is heading next.
Plus: a Chinese AI model is now claiming to outperform the American giants and what the US government is likely to do about it.
SpaceX's lockup period and what investors should do right now.
Prophet rebalanced last Friday selling four stocks including Howmet Aerospace (NYSE:HWM) for a 130% gain, and adding four new ones including Moog Inc (NYSE:MOG.A).

Investicon is coming to Dublin on August 27th, the greatest concentration of legendary investors anywhere in the world. Email brian@mywallst.com for tickets and discount codes.
Stocks & Companies Mentioned
PayPal (NASDAQ:PYPL)
Stripe: Private
Advent International : Private equity
Block (NYSE:SQ)
SpaceX (Nasdaq: SPCX)
Howmet Aerospace (NYSE:HWM)
Moog Inc (NYSE:MOG.A)
Emcor Group (NYSE:EME)
Powell Industries (NASDAQ:POWL)
Invedere: Private
Global Payments (NYSE:GPN)
Worldpay: Private
Nuvei (NASDAQ:NVEI)
Payoneer (NASDAQ:PAYO)
Mastercard (NYSE:MA)
Revolut: Private
Affirm (NASDAQ:AFRM)
Palantir (NASDAQ:PLTR)
Tesla (NASDAQ:TSLA)
LinkedIn — private (Microsoft owned)
AI Models Referenced:
OpenAI
Anthropic
Kimi (Moonshot AI)
Links Mentioned:
Investicon Dublin (Aug 27): email brian@mywallst.com or visit investorcon.ie
Get Prophet deal: email Frank@mywallst.com

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.Stock Club Episode 320
Ten of the biggest medical device companies in the world are down between 5% and 54% year to date and it has almost nothing to do with their underlying businesses. Abbott Labs (NYSE:ABT), Intuitive Surgical (NASDAQ:ISRG), Boston Scientific (NYSE:BSX), Stryker (NYSE:SYK), Medtronic (NYSE:MDT) and more are all suffering from the same thing: money rotating out of quality businesses and into the AI infrastructure trade.
We break down why this is happening, which companies look most interesting at current valuations, and whether this is a genuine long term buying opportunity or a value trap. Plus: small modular reactors and the nuclear energy stocks being backed by Google, Amazon and Microsoft to power the AI data center buildout including the one pick and shovels play that could underpin the entire industry.
Investicon is coming to Dublin on August 27th — email brian@mywallst.com for tickets and early bird codes.

Stocks & Companies Mentioned
Medical Devices:
Abbott Laboratories (NYSE:ABT)
Intuitive Surgical (NASDAQ:ISRG)
Stryker (NYSE:SYK)
Medtronic (NYSE:MDT)
Boston Scientific (NYSE:BSX)
Edwards Lifesciences (NYSE:EW)
Becton Dickinson (NYSE:BDX)
Alcon (NYSE:ALC)
ResMed (NYSE:RMD)
Dexcom (NASDAQ:DXCM)
Nuclear / SMR:
NuScale Power (NYSE:SMR)
Nano Nuclear Energy (NASDAQ:NNE)
Centrus Energy (NYSE:LEU)
Constellation Energy (NASDAQ:CEG)
Vistra (NYSE:VST)
Referenced:
SK Hynix (KRX:000660)
Microsoft (NASDAQ:MSFT)
Google/Alphabet (NASDAQ:GOOGL)
Amazon (NASDAQ:AMZN)
Meta (NASDAQ:META)

Investicon is coming to Dublin on August 27th, info and tickets at https://www.investicon.ie/ or email brian@mywallst.com for tickets and early bird codes.Subscribe to Prophet: UseProphet.com or email Frank@mywallst.comAt MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.Stock Club Episode 319The Magnificent Seven dominated markets for years but in the first half of 2026, the rest of the S&P 500 is up over 14% while the Mag 7 is up just 2%. So what's actually winning? Memory and storage. SanDisk (NASDAQ:SNDK) is up 717%, Micron (NASDAQ:MU) 274%, Western Digital (NASDAQ:WDC) 245% and every single one of them is completely sold out. Their clients aren't negotiating price, they're negotiating how much they're even allowed to buy.We break down the top 10 best and 10 worst performing S&P 500 stocks of 2026 so far, why AI infrastructure is the only game in town, and what the collapse of consulting giants and software stocks tells us about where the market is headed next.Stocks & Companies MentionedTop Performers:SanDisk (NASDAQ:SNDK)Micron Technology (NASDAQ:MU)Western Digital (NASDAQ:WDC)Intel (NASDAQ:INTC)Seagate Technology (NASDAQ:STX)Dell Technologies (NYSE:DELL)Marvell Technology (NASDAQ:MRVL)Applied Materials (NASDAQ:AMAT)Corning (NYSE:GLW)Flex (NASDAQ:FLEX)Worst Performers / Discussed:Microsoft (NASDAQ:MSFT)Meta (NASDAQ:META)Tesla (NASDAQ:TSLA)Amazon (NASDAQ:AMZN)Alphabet/Google (NASDAQ:GOOGL)Apple (NASDAQ:AAPL)Intuit/TurboTax (NASDAQ:INTU)CoStar Group (NASDAQ:CSGP)Boston Scientific (NYSE:BSX)ETFs Mentioned:Semiconductor ETF (NASDAQ:SMH)Software ETF (NASDAQ:IGV)#stockclub #mywallst #sandisk #micron #westerndigital #nvidia #magnificentseven #SP500 #semiconductors #AIstocks #techinvesting #investing #stockmarket #growthinvesting #Intel #memorystock #investicon #2026stocks