Whenever stock picks are being posted, it's always the same bunch. There are entire sectors that never seem to get love and attention.
Is anyone keeping a firm eye on the stocks that don't have tech, space and oil t their core? And what's your thesis about why it's good, in 1 - 2 sentences?
I'll start:
LLY - their GLPs continue to dominate, and with a fantastic pipeline including Retatrutide in the pipeline, a payday is coming and I believe it's not fully priced in.
ENPH - great revenue, great margin, clean tech is in a dip for political reasons, and will rebound once these go. In the meantime, data centres need power and ENPH can supply it.