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
#288: An International Multibagger Stock to Buy Right Now [not-audio_url] [/not-audio_url]

Duration: 57:01
After the recent launch of Nexus III and last week’s peek behind the curtain of Nexus I and II, we’re bringing you one more Nexus sample.Fresh from Nexus’ latest crop of stocks, Mike pitches a business essential to the A…
#287: 2 Stock with 10X Potential From Across the Globe [not-audio_url] [/not-audio_url]

Duration: 49:23
Mike and Emmet head back to foreign shores to talk about their favorite stocks from Nexus I and II in honor of the launch of Nexus III.Nexus, MyWallSt’s international portfolio, aims to ensure every long-term, high-growt…
#286: The S&P 500’s Most Undervalued Stock? [not-audio_url] [/not-audio_url]

Duration: 48:17
As SoftBank sells off its Nvidia holdings to free up capital for OpenAI, it might be time to look for something with a less eye-watering valuation.Adobe, once one of Wall Street’s most beloved SaaS players, is down nearl…
#285: What Stocks to Buy in a Market Crash? (w/ Sean Tepper) [not-audio_url] [/not-audio_url]

Duration: 38:20
This week, Mike is joined by Sean Tepper, the founder of Tykr, a platform focused on turning Wall Street newbies into confident investors.Like Mike and Emmet, Sean believes the stock market is a powerful tool for regular…
#284: The Warren Buffett Stock No One Is Talking About [not-audio_url] [/not-audio_url]

Duration: 48:56
In a surprise double feature, Mike and Emmet bring you two more “boring,” Peter Lynch–style businesses to ground your portfolio. In the wake of AI-fueled Big Tech layoffs, the market is undeniably frothy — so it’s a grea…
#283: 2 Cheap Value Stocks to Buy Right Now [not-audio_url] [/not-audio_url]

Duration: 57:35
Stock Club is usually home to high-risk, high-reward tech stocks on the cutting edge of tomorrow, but this week, Emmet and Mike bring you two down-to-earth value stocks that hold a special place in their hearts. While th…
#282: Is Intel a Turnaround Play? — INTC Stock Analysis [not-audio_url] [/not-audio_url]

Duration: 51:48
Emmet and Mike are back to discuss the latest stock market moves.Mike breaks down the U.S. government’s attempts to reduce reliance on foreign companies by investing in homegrown alternatives. The rare metals market is d…
#280: A Healthcare Stock on Emmet’s Watchlist [not-audio_url] [/not-audio_url]

Duration: 51:23
This week, Mike and Emmet venture onto the shores of the healthcare industry to identify some potential hundred-baggers.Emmet breaks down Oscar Health, a stock often discussed by investors on X and Reddit. The company wa…