Welcome to this week’s Quiet Bull Conviction Board.
Every update, we rank the ten companies where we currently have the highest long-term investment conviction.
These rankings aren’t based on hype or headlines. They reflect our ongoing evaluation of fundamentals, catalysts, technicals, valuation, risk, and long-term opportunity.
The Conviction Board isn’t designed to predict next week’s winners.
It’s designed to answer one question:
If we were building a portfolio today… which companies would earn a place on the Board?
This Week’s Conviction Board
NTLA – Intellia Therapeutics
NVAX – Novavax
IONQ – IonQ
RKLB – Rocket Lab
NET – Cloudflare
TSM – Taiwan Semiconductor Manufacturing
AMD – Advanced Micro Devices
IOVA – Iovance Biotherapeutics
UEC – Uranium Energy
ABNB – Airbnb
Disclosure: I am long shares of NTLA, IOVA, and NVAX. This video is provided for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal. Please conduct your own research and consult a qualified financial professional before making investment decisions.
