Core Insights - Investors are encouraged to focus on Wall Street's strongest momentum leaders for outsized returns this year [2] - The Driehaus investment strategy, emphasizing "buy high and sell higher," has identified Nu Holdings, Amazon, and Microsoft as strong momentum plays [3] Investment Strategy - The Driehaus strategy prioritizes investing in stocks that are increasing in price rather than those in decline, with a focus on the 50-day moving average as a key criterion [4] - A positive 50-day moving average indicates an uptrend, while strong earnings growth rates and a history of beating estimates are crucial for selecting potential outperformers [6] Screening Parameters - Stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and a Momentum Score of A or B are considered to have the best upside potential [7] - The screening process has narrowed down over 7,743 stocks to only 41 that meet the criteria, including Nu Holdings, Amazon, and Microsoft [10] Company Profiles - **Nu Holdings**: Offers a digital banking platform across Latin America, the Cayman Islands, and the U.S. It has a Zacks Rank of 2 and a Momentum Score of B, with a trailing four-quarter earnings surprise of 5.3% [11] - **Amazon**: Engages in selling consumer products and providing advertising and subscription services globally. It holds a Zacks Rank of 2 and a Momentum Score of B, with a trailing four-quarter earnings surprise of 22.5% [12] - **Microsoft**: Develops software, services, devices, and solutions worldwide. It also has a Zacks Rank of 2 and a Momentum Score of B, with a trailing four-quarter earnings surprise of 8.5% [13]

Core Insights - November is traditionally a strong month for the stock market, and the artificial intelligence (AI) sector is projected to grow rapidly, reaching a market size of US$1.68 trillion by 2031, with a CAGR of 36.89% from this year [1] Group 1: AI Sector Growth - The AI sector is experiencing significant growth, making it a focal point for investors looking for opportunities in AI-driven stocks [1] - Companies like QUALCOMM, Microsoft, and Meta Platforms are highlighted as momentum picks for November, benefiting from the sector's growth [2][9] Group 2: Driehaus Investment Strategy - The Driehaus strategy, known as "buy high and sell higher," emphasizes investing in stocks that are increasing in price rather than those in decline [3] - Key criteria for this strategy include strong earnings growth rates, impressive earnings projections, and a history of beating estimates [5] Group 3: Screening Parameters - Stocks are screened based on Zacks Rank (1-3) and Momentum Score (A or B), which have shown to provide the best upside potential [6][7] - Specific parameters include last 5-year average EPS growth rates above 2%, trailing 12-month EPS growth greater than 0, and positive percentage change in the 50-day moving average [8][10] Group 4: Selected Stocks - QUALCOMM (QCOM) has a Zacks Rank of 3 and a Momentum Score of A, with an average trailing four-quarter earnings surprise of 6.2% [10] - Microsoft (MSFT) holds a Zacks Rank of 3 and a Momentum Score of B, with an average trailing four-quarter earnings surprise of 8.5% [11] - Meta Platforms (META) has a Zacks Rank of 2 and a Momentum Score of B, with an average trailing four-quarter earnings surprise of 18.9% [12]