The Stocks Quietly Beating Nvidia in 2026 | Stock Club 319

The Stocks Quietly Beating Nvidia in 2026 | Stock Club 319

Author: MyWallSt July 9, 2026 Duration: 47:01

Investicon is coming to Dublin on August 27th, info and tickets at https://www.investicon.ie/ or email brian@mywallst.com for tickets and early bird codes.Subscribe to Prophet: UseProphet.com or email Frank@mywallst.comAt 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 319The Magnificent Seven dominated markets for years but in the first half of 2026, the rest of the S&P 500 is up over 14% while the Mag 7 is up just 2%. So what's actually winning? Memory and storage. SanDisk (NASDAQ:SNDK) is up 717%, Micron (NASDAQ:MU) 274%, Western Digital (NASDAQ:WDC) 245% and every single one of them is completely sold out. Their clients aren't negotiating price, they're negotiating how much they're even allowed to buy.We break down the top 10 best and 10 worst performing S&P 500 stocks of 2026 so far, why AI infrastructure is the only game in town, and what the collapse of consulting giants and software stocks tells us about where the market is headed next.Stocks & Companies MentionedTop Performers:SanDisk (NASDAQ:SNDK)Micron Technology (NASDAQ:MU)Western Digital (NASDAQ:WDC)Intel (NASDAQ:INTC)Seagate Technology (NASDAQ:STX)Dell Technologies (NYSE:DELL)Marvell Technology (NASDAQ:MRVL)Applied Materials (NASDAQ:AMAT)Corning (NYSE:GLW)Flex (NASDAQ:FLEX)Worst Performers / Discussed:Microsoft (NASDAQ:MSFT)Meta (NASDAQ:META)Tesla (NASDAQ:TSLA)Amazon (NASDAQ:AMZN)Alphabet/Google (NASDAQ:GOOGL)Apple (NASDAQ:AAPL)Intuit/TurboTax (NASDAQ:INTU)CoStar Group (NASDAQ:CSGP)Boston Scientific (NYSE:BSX)ETFs Mentioned:Semiconductor ETF (NASDAQ:SMH)Software ETF (NASDAQ:IGV)#stockclub #mywallst #sandisk #micron #westerndigital #nvidia #magnificentseven #SP500 #semiconductors #AIstocks #techinvesting #investing #stockmarket #growthinvesting #Intel #memorystock #investicon #2026stocks


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

Stock Club
Podcast Episodes
#317: Our Favorite Japanese Stocks [not-audio_url] [/not-audio_url]

Duration: 42:04
This week, Mike and Emmet head to Japan in search of overlooked growth stocks.Japan is home to some of the world's oldest businesses, with more than 140 companies claiming histories of over 500 years. Many of them have s…
#315: How to Invest Through Booms, Busts & Bubbles (w/ Ben Carlson) [not-audio_url] [/not-audio_url]

Duration: 47:30
This week, Mike sits down with investor and author Ben Carlson to discuss the habits, mindsets, and mistakes that define successful investing.We start with the two variables Ben believes matter more than anything else: y…
#314: Can SpaceX Really Be Worth $2 Trillion? [not-audio_url] [/not-audio_url]

Duration: 44:12
Ahead of its highly anticipated IPO, SpaceX is reportedly targeting a valuation between $1.75 trillion and $2 trillion, numbers that would make it one of the largest public companies in the world from day one. This week,…
#313: Wall Street's Craziest Stories [not-audio_url] [/not-audio_url]

Duration: 45:23
This week, Mike and Emmet share some of the craziest stories in stock market history.Starting with a chimpanzee named Raven, who became a star during the dot-com bubble. After throwing darts at a board of internet stocks…
#312: Cerebras: 2026's biggest IPO? [not-audio_url] [/not-audio_url]

Duration: 38:58
This week, we dive into one of the hottest new companies in AI and the market: Cerebras (CBRS).The company only just IPO’d, but it’s already valued at close to $100 billion. Even more astonishing? Cerebras was founded ju…
#311: Are We in an AI Bubble? [not-audio_url] [/not-audio_url]

Duration: 39:45
The market is on an absolute tear right now, and it’s raising some serious questions. Lucky for you, Mike and Emmet want to upack them all.Despite the crazy macroeconomic conditions, the market keeps performing. The Nasd…
#310: Modern Value Investing w/ Jose Mayora [not-audio_url] [/not-audio_url]

Duration: 45:19
The typical definition of Value Investing: Buying an asset for less than it’s truly worth. But according to this week’s guest Jose Najarro, the concept is widely misunderstood.Too often, value investing is associated wit…
#309: 2 Legacy Stocks for Long-term Investing [not-audio_url] [/not-audio_url]

Duration: 43:30
With all the talk of IPOs and upstarts, it’s a great time to remember that legacy players can still pack a punch. This week, we look at two companies that have been on public markets for decades and have been all over th…