Industry Overview - Quantum computing is rapidly growing, with McKinsey estimating the market could expand from approximately $4 billion today to $72 billion by 2035 [1][2]. Company Analysis Nvidia - Nvidia is a leader in quantum computing, with a market cap of $4.57 trillion and a current price of $186.51 [4][5]. - The company has a net income margin of 53% and has experienced a compound annual growth rate (CAGR) of 87% over the past three years [8]. - Nvidia's NVQLink architecture hybridizes quantum and classical computing, enhancing the functionality of quantum machines [7][8]. IBM - IBM, founded in 1911, has been involved in quantum computing since the 1970s and has consistently met its development goals [9][11]. - The Nighthawk quantum processor has 120 qubits and is expected to scale significantly by 2028 [12]. - IBM has a net income margin of 12%, a gross margin of 57.8%, and a dividend yield of 2.17% [13]. Alphabet - Alphabet, the parent company of Google, has a market cap of $4 trillion and is investing heavily in quantum computing [15][16]. - The Willow quantum computer developed by Alphabet solved a complex math problem in five minutes, a task that would take classical supercomputers 10 septillion years [17]. - Willow's error rate has been significantly reduced, and it becomes more accurate with an increase in qubits, showcasing Alphabet's advancements in quantum hardware [18][19].

Company Overview - Warrior Met Coal is a leading U.S.-based producer of high-quality metallurgical coal, primarily supplying global steelmakers from its operations in Alabama [5] - The company generates revenue through the extraction and sale of metallurgical coal from two underground mines, focusing on export markets [7] - Revenue for the trailing twelve months (TTM) is reported at $1,222.8 million, with a net income of $35.2 million [4] Recent Insider Transactions - CEO Walter J. Scheller sold 100,000 shares worth $10 million on January 12, representing 25.4% of his direct holdings [1][6] - The transaction was executed at a weighted average price of approximately $100.31, closely aligned with the market close of $100.20 on the same day [2][6] - Chief Administrative Officer Kelli Gant also sold 10,000 shares under a 10b5-1 plan, reducing her stake to 70,580 shares [10] - Another executive, Chief Accounting Officer Brian Chopin, sold 2,083 shares outside of a prearranged plan, representing 9.5% of his stake [10] Market Performance - Warrior Met Coal's shares have shown a total return of 79.5% over the past year, significantly outperforming the S&P 500 Index, which returned 17.2% [11] - The company's stock price has experienced a 1-year price change of 98.7% as of January 12 [4]

Core Viewpoint - Adding blue chip stocks, particularly those held by Berkshire Hathaway, can be a sound investment strategy due to their historical performance and stability. Group 1: Berkshire Hathaway's Portfolio - Berkshire Hathaway's portfolio is heavily concentrated, with its top four holdings comprising nearly 56% of its total stock portfolio [2] - The top four holdings are Apple (19.7%), American Express (17.3%), Bank of America (9.5%), and Coca-Cola (9.1%) [3] Group 2: Apple - Apple is the largest holding in Berkshire Hathaway's portfolio and has built a strong ecosystem around its products, enhancing customer retention [4][5] - The company generates significant free cash flow and has a growing service business that provides higher margins compared to hardware sales [6] - As of the latest data, Apple's market cap is $3.8 trillion, with a gross margin of 46.91% and a dividend yield of 0.40% [7] Group 3: American Express - American Express is positioned as a luxury brand, attracting affluent customers and generating steady income through premium card fees [8] - The company owns its payment network, allowing it to earn from transactions, annual memberships, and interest, differentiating it from competitors like Visa and Mastercard [9] - American Express has a market cap of $251 billion, a gross margin of 61.04%, and a dividend yield of 0.90% [11] Group 4: Bank of America - Bank of America operates across various banking sectors, making it a stable investment tied to the U.S. economy's long-term growth [12] - The bank's "too big to fail" status provides a safety net, enhancing consumer trust and regulatory stability [13] - As of the end of 2025, Bank of America had over $285 billion in cash and cash equivalents and over $3.4 trillion in assets, with a dividend yield of 2.04% [15] Group 5: Coca-Cola - Coca-Cola is a long-standing holding of Berkshire Hathaway, known for its stability and consistent dividend payments, having increased its annual payout for 63 consecutive years [16] - The company's products maintain strong sales regardless of economic conditions, providing it with pricing power [17] - Coca-Cola is considered a defensive stock, making it a reliable choice for long-term investors [16][18]

Core Insights - The Invesco KBW Premium Yield Equity REIT ETF is attracting risk-tolerant investors due to its high yields amidst declining interest rates on fixed-income investments [1][2] Group 1: Yield and Distributions - The ETF has provided over $1.51 per share in monthly distributions over the past year, resulting in a yield of 9.1% based on a closing price of $16.61 [3] - The SEC 30-day yield stands at 7.72%, making it one of the highest-yielding non-mortgage real estate REITs [3] Group 2: Expense Ratio and Investment Focus - The ETF has a net expense ratio of 0.35%, which is relatively low but not the lowest in its category, where peers can have ratios as low as 0.07% [4] - The fund focuses on smaller, riskier REITs, diverging from typical real estate ETFs that invest in larger, more stable companies [6] Group 3: Top Holdings and Risks - The largest holding is Innovative Industrial Properties, which has faced tenant defaults and significant declines in value, shedding 25% over the past year and 73% over five years [7] - The second largest holding, Community Healthcare Trust, has an 11.1% yield but has seen profitability impacted by rising interest expenses, with a 14% decline over the past year and 64% over five years [8] Group 4: Performance Overview - The ETF has received a one-star rating from Morningstar over the past three, five, and ten years, indicating disappointing performance [9] - Shares are down 6% year-over-year and have fallen 21% over the past five years, despite recent gains in the current year [9]

Core Viewpoint - Growth stocks are leading the market and present attractive investment opportunities, with specific recommendations for five stocks to consider for a growth-focused portfolio. Group 1: Nvidia - Nvidia is a major beneficiary of the AI buildout, holding approximately 90% market share in the GPU space, which is crucial for AI workloads [2] - The company’s CUDA software platform and NVLink interconnect system provide a competitive advantage, particularly in large language model training [2] - Current market capitalization is $4.5 trillion, with a gross margin of 70.05% [3][4] Group 2: Alphabet - Alphabet operates its own AI data center and has a complete AI tech stack, including custom AI chips for training its leading LLM, Gemini [5] - The integration of Gemini across its products, including Google Search, has led to increased queries and revenue [6] - Google Cloud's revenue grew by 34% last quarter, indicating strong operating leverage and demand for its Tensor Processing Units (TPUs) [6] Group 3: Pinterest - Pinterest is currently valued at a forward P/E ratio of around 12.5 and has experienced a revenue growth of 17% last quarter [6] - The company is transforming into an AI-powered discovery shopping platform, enhancing its visual search capabilities [6][8] - Its Performance+ suite aids advertisers in creating effective campaigns and improving targeting [8] Group 4: Toast - Toast is a significant player in the SaaS space, providing software solutions for small- and midsized restaurant operators [9] - The company reported a 30% increase in annual recurring revenue (ARR) last quarter, with a 23% rise in new locations using its services [10] - Toast is poised for further growth as it expands into larger chains and international markets [10] Group 5: e.l.f. Beauty - e.l.f. Beauty has gained market share in the mass-market cosmetics sector and continues to expand internationally [11] - The acquisition of the Rhode brand, which achieved over $200 million in sales in under three years, is expected to drive significant growth [13][14] - The brand's recent launch in LVMH's Sephora presents a substantial opportunity for increased distribution and brand awareness [14]

Meta is the cheapest Magnificent Seven stock at the moment, and it's expected to grow faster than Microsoft, Apple, and Alphabet.In this video, I will discuss Meta (META 0.09%), why it is so cheap, updates on CoreWeave, Micron, Rubrik, and OpenAI. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Jan. 16, 2026. The video was published on Jan. 16, 2026. ...

Core Insights - Vanguard offers 103 ETFs, with 49 achieving double-digit total returns in the last 12 months and 88 generating positive returns, indicating strong overall performance [1] - The Vanguard International High Dividend Yield ETF (VYMI) is highlighted as a strong candidate for continued success, having delivered over 38% total return in the past year [2][4] - The Vanguard FTSE Europe ETF (VGK) and the Vanguard Communication Services ETF (VOX) are also noted for their strong performances, with returns of nearly 36% and over 26% respectively [5][6] Performance Highlights - VYMI's current price is $92.65, with a dividend yield of approximately 3.7%, primarily driven by share appreciation [3][4] - VGK closely follows VYMI in performance, making it a contender for 2026 [5] - VOX, focusing on the communications sector, has shown a total return of over 26% [6] Future Predictions - The Vanguard Information Technology ETF (VGT) is predicted to be the top performer in 2026, with significant holdings in major tech companies like Nvidia, Apple, Microsoft, and Broadcom, which together make up nearly 49.6% of the ETF [7][8] - Expectations for Nvidia and Broadcom are high due to anticipated growth in AI applications and sales of custom AI accelerators [9][10] - Apple is expected to achieve record revenue in late 2025, with the potential launch of AI-powered smart glasses serving as a catalyst for stock performance [11] Conclusion - The Vanguard Information Technology ETF is positioned to potentially deliver market-beating returns in 2026, making it a strong candidate among Vanguard funds [12]

Core Viewpoint - Google Cloud is positioned to become a significant contributor to Alphabet's growth, with projections indicating it could generate $20 billion in net income by 2026, driven by increasing demand for cloud services and AI integration [1][2][14]. Group 1: Financial Performance - In Q3 2024, Google Cloud generated $15.15 billion in revenue and $3.59 billion in net income, showcasing strong financial performance [1]. - For the full year 2024, Google Cloud is expected to achieve approximately $12.4 billion in net income, with a projected profit of around $3.8 billion for Q4 2024 [2][11]. - The segment's net income for 2024 was $6.1 billion, and projections for 2025 suggest a doubling to $12.23 billion, with a conservative growth estimate of 60% leading to $19.5 billion in 2026 [12][13]. Group 2: Market Position and Growth - Google Cloud holds a 13% market share, making it the third-largest cloud computing provider, trailing Amazon Web Services and Microsoft Azure [5]. - The cloud computing market is experiencing rapid growth, with companies increasingly opting for cloud solutions to reduce capital expenditures and enhance collaboration [5][6]. - Google Cloud's backlog grew by 46% sequentially and 82% year-over-year, reaching $155 billion, indicating strong demand and future revenue potential [13]. Group 3: Technological Advantages - Google Cloud offers a suite of services that includes AI and machine learning tools, with over 70% of its customers utilizing these products [7]. - The company leverages its tensor processing units (TPUs) alongside Nvidia's GPUs to enhance its AI capabilities, providing a competitive edge in the cloud market [8][9].

Group 1: Amazon - Amazon is considered a key stock in a long-term investment portfolio due to its "Day 1" culture that fosters continuous innovation and opportunity exploration [3][4] - Amazon Web Services (AWS) generated $93 billion in sales during the first nine months of 2025, accounting for 59% of Amazon's total operating income [4] - Future opportunities for Amazon include launching a satellite internet service and entering the consumer robotics market [6] Group 2: Apple - Apple is the largest individual stock holding in the portfolio, with a strong ecosystem centered around the iPhone [6][7] - The company is expected to excel in the AI glasses market and generate significant revenue from the rollout of 6G wireless networks in the next decade [8] Group 3: Berkshire Hathaway - Berkshire Hathaway remains a strong investment choice due to its diversified portfolio and the continuation of Warren Buffett's business philosophy under new CEO Greg Abel [9][10][12] - The company's market cap is $1.1 trillion, with a gross margin of 24.85% [11][12] Group 4: Intuitive Surgical - Intuitive Surgical is positioned to benefit from the aging global population and the increasing volume of surgical procedures [13] - The company estimates that around 8 million procedures are currently candidates for its surgical robots, with potential growth to 22 million as technology advances [14] Group 5: Vertex Pharmaceuticals - Vertex Pharmaceuticals holds a monopoly in treating cystic fibrosis and has expanded its portfolio with new therapies [15][16] - The company is expected to gain regulatory approval for treatments targeting IgA nephropathy, which affects 330,000 patients in the U.S. and Europe [18][19]

Core Insights - Eli Lilly has transitioned into a growth stock, primarily driven by its leadership in the weight loss drug market, particularly with its products tirzepatide (Mounjaro and Zepbound), which generated over $10 billion in revenue in the latest quarter [2][4] - The obesity drug market is projected to approach $100 billion by the end of the decade, indicating significant growth potential for Eli Lilly [4] - The company is expected to launch a weight loss pill, orforglipron, which could enhance its market position due to its convenience and lower manufacturing costs compared to injectables [6][7] Company Performance - Eli Lilly's market capitalization stands at $982 billion, with a gross margin of 83.03% and a dividend yield of 0.58% [6] - The company's stock has shown resilience, with a 52-week range between $623.78 and $1133.95, reflecting strong investor confidence [6] Market Dynamics - Eli Lilly competes with Novo Nordisk in the weight loss drug market, but its products have shown superior efficacy and the company has expanded its manufacturing capacity to meet high demand [4] - The anticipated approval of orforglipron and ongoing revenue from existing weight loss products are expected to drive significant growth for the company [8]