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One Industry for Reliable Returns. One for a Moonshot. Here Are Our Picks. | Stock Club 320

One Industry for Reliable Returns. One for a Moonshot. Here Are Our Picks. | Stock Club 320

Author: MyWallSt July 16, 2026 Duration: 50:13
Stock Club
BusinessInvesting

At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.Stock Club Episode 320

Ten of the biggest medical device companies in the world are down between 5% and 54% year to date and it has almost nothing to do with their underlying businesses. Abbott Labs (NYSE:ABT), Intuitive Surgical (NASDAQ:ISRG), Boston Scientific (NYSE:BSX), Stryker (NYSE:SYK), Medtronic (NYSE:MDT) and more are all suffering from the same thing: money rotating out of quality businesses and into the AI infrastructure trade.

We break down why this is happening, which companies look most interesting at current valuations, and whether this is a genuine long term buying opportunity or a value trap. Plus: small modular reactors and the nuclear energy stocks being backed by Google, Amazon and Microsoft to power the AI data center buildout including the one pick and shovels play that could underpin the entire industry.

Investicon is coming to Dublin on August 27th — email brian@mywallst.com for tickets and early bird codes.


Stocks & Companies Mentioned

Medical Devices:

  • Abbott Laboratories (NYSE:ABT)
  • Intuitive Surgical (NASDAQ:ISRG)
  • Stryker (NYSE:SYK)
  • Medtronic (NYSE:MDT)
  • Boston Scientific (NYSE:BSX)
  • Edwards Lifesciences (NYSE:EW)
  • Becton Dickinson (NYSE:BDX)
  • Alcon (NYSE:ALC)
  • ResMed (NYSE:RMD)
  • Dexcom (NASDAQ:DXCM)

Nuclear / SMR:

  • NuScale Power (NYSE:SMR)
  • Nano Nuclear Energy (NASDAQ:NNE)
  • Centrus Energy (NYSE:LEU)
  • Constellation Energy (NASDAQ:CEG)
  • Vistra (NYSE:VST)

Referenced:

  • SK Hynix (KRX:000660)
  • Microsoft (NASDAQ:MSFT)
  • Google/Alphabet (NASDAQ:GOOGL)
  • Amazon (NASDAQ:AMZN)
  • Meta (NASDAQ:META)

Each week on Stock Club, the team from MyWallSt gathers to break down the movements and ideas shaping the market. This isn't about hype or frantic trading tips; it's a grounded conversation focused on understanding how investing actually works. You'll hear them analyze specific stock news and discuss the strategies behind building lasting wealth, all with the aim of making you a more thoughtful and confident investor. The discussion in this podcast naturally evolves from the week's most significant events, offering clarity on complex financial stories without relying on jargon. Tuning in feels like being part of a straightforward, informed discussion where the priority is long-term perspective over short-term noise. For anyone looking to deepen their grasp of the business and investing landscape, Stock Club provides a consistent, reliable space to learn. It’s the regular check-in that helps demystify the market's shifts, emphasizing education and insight as the true foundations for success. You can find Stock Club wherever you listen to podcasts.
Author: Language: English Episodes: 50

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