I was so excited about the research I did on Thursday for my own personal portfolio - I decided to do a Friday Office Hours. The live interactive version is on Substack. It's FREE for everyone to watch. Here's the podcast.

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EPISODE SUMMARY

• 📈 Wells Fargo just raised its S&P 500 target on the back of an AI‑driven bull market, and if we revisit all‑time highs, anyone who stayed invested is back in the green

• 🏦 Surprise winner: Financials ($XLF) have quietly been the best sector over the last month, but I’m hunting individual names like $GS instead of owning the whole ETF

• 💻 Tech twist: Equal‑weight tech ($RSPT) has crushed cap‑weighted and $QQQ recently, so I’m looking at it as a complement to my big single‑stock tech bets

• 🧠 Lessons from $MSFT vs $SPY: One long‑term hold can lag for years, which is why I’m shifting more into Alpha Picks and STRONG BUY quant names that have massively outperformed since 2022

• 🚀 Recent wins like $RXT, $CRDO and $HOOD show how buying quality dips with the right tools can pay fast, even while we wait for June’s seasonal weakness to set up a strong July

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