Trade Alert: AI Infrastructure & Energy Storage

Bullish bets on two Portfolio Armor top names and a name from our Multibaggers list.

AI Infrastructure & Energy Storage

Last week’s momentum correction gave us what we’ve been waiting for — a chance to enter two Portfolio Armor Top Names that fit squarely within our core AI infrastructure and reindustrialization themes, after short-term pullbacks.

All else equal, our empirical data show that Top Names that are down over the last week outperform those that aren’t. The pullback created that setup in a couple of high-conviction names tied to the physical buildout of AI’s computing and manufacturing backbone.

Portfolio Armor’s Top Names have continued to outperform SPY by a wide margin over the last several years, as you can see here.

Alongside those two Top Names, we’re adding a trade from our Multibaggers list — accounts we track that have documented multiple 100%+ winners in real time. This week’s Multibagger idea ties directly into the same AI / reindustrialization theme, but from the energy storage side of the equation.

Details below the paywall.

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Today’s First Top Names Trade