$HUBS - Software stocks have bottomed with sales continuing to grow despite AI disruption fears, creating opportunity as prices have disconnected from fundamentals.
$AMX - Leading mobile company in Latin America with strong earnings growth trading at reasonable valuation, benefiting from smartphone adoption in emerging markets.
$GREK - Greece significantly outperforming S&P 500 as capital flows internationally, with banks offering attractive valuations.
$BIOTECH - Biotech stocks near all-time highs as part of rotation to new high-beta themes.
$DG - Dollar stores experiencing strong recovery as retail stocks benefit from rotation out of mega-cap tech.
Bearish:
$PLTR - Palantir showing signs of distribution and failing to make new highs, indicating trend may be over.
$HOOD - Robinhood in bear market territory, down significantly from peak as part of rotation away from old high-beta names.
$AAPL - Apple is a mature company in twilight of growth with slowing earnings and Buffett's exit signaling concerns.