7 Stocks Hiding Behind The Next Big Move

Palantir, Micron, and SanDisk are reminders of how quickly a stock can move from “interesting” to impossible to ignore.

But the better opportunity is often found before everyone starts talking about it.

We put together a premium eBook revealing 7 stocks worth having on your radar right now.

See which 7 names made the cut here.

No mega-cap popularity contest. Just nine companies that could deserve a closer look while attention is still elsewhere.

If you’re hunting for what the crowd may notice next, you’ll want to see the list before it stops being free.

☕️ GM Munchers! I texted my father-in-law happy birthday yesterday and still haven't heard back. Honestly, the read receipt hurt more than any rate hike this year.

On today’s menu:

• 📈 New Record. But Don’t Party Just Yet.

• 😬 Burry Smells Another Bubble

• ⚡ Trump Likes This Nuclear Company

• 🚀 SpaceX Just Made Musk A Trillionaire. Again.

• 🤔 Is It Time To Buy This Stock?

Yesterday’s numbers:

BREAKING NEWS

📈 The S&P 500 Hit A Record, But Don't Celebrate Just Yet

Two days ago the Nasdaq hit an all-time high, and apparently the S&P 500 didn't want to be left out of the fun. The index notched its own fresh record, closing at 7,818.93, its first all-time high since August. That milestone pushed the index's total market cap above $71 trillion for the very first time in history. On the surface, it's a party. Underneath, it's a lot more interesting.

Here's the thing every investor needs to understand right now: diversification is dying. According to Citadel Securities, for every $1 invested in the S&P 500, about 41 cents now flows into just the 10 largest stocks. Nvidia alone soaks up 8 cents, followed by Apple at 7, Microsoft and Alphabet at 6 each, and Amazon at 4. Meanwhile, the other 490 companies in the index split the remaining change. Big Tech has effectively become the market.

What does that mean for you? If you own an index fund or one of those top 10 giants, you're having a great year. If you picked from the 490 other stocks, you're probably struggling and wondering why your portfolio feels nothing like the "record high" headlines.

• 🛢️ Oil cooled off: Crude dropped below $88 yesterday, its lowest in a month, as Saudi exports picked up and the G7 tapped strategic reserves, easing supply fears.

• 📊 The economy keeps chugging: The U.S. has now logged 78 straight months of expansion, the sixth-longest business cycle since 1854.

• ⏳ That's well above average: The typical expansion lasts around 49 months, with a median of just 38, so this run is unusually long in the tooth.

The Munch Take: Here's the thing: that record-high headline sounds amazing, but this time you genuinely can't take it at face value. With diversification this low, "the market hit an all-time high" does not mean your portfolio hit an all-time high. This is the pain and the gain of individual stock picking laid bare. Pick the wrong names and there's a real chance you're getting hammered right now. Pick the right ones, or just own the top 10 giants, and you're having a fantastic year. It comes down to your conviction, your skill, and let's be honest, a healthy dose of luck too. On profit-taking, remember that nobody ever went broke booking a gain. We're long-term investors with a very long time horizon, so we're not touching a thing. But if you need cash for whatever reason, now is a smart time to glance at where your portfolio actually sits, because things are looking pretty great at the moment. Long term, we're still very bullish. Just know what you own and why.

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NEWS OF THE DAY

😬 Burry Smells Another Bubble

AMD is having a monster year. The chipmaker's stock is up a jaw-dropping 190% so far in 2026, recently hitting a new all-time high and pushing the company's value past $1 trillion. So what lit the fire? A huge new deal with OpenAI, the company behind ChatGPT. OpenAI agreed to buy a massive amount of AMD's chips to power its AI. In return, AMD gave OpenAI the right to buy up to 160 million of its shares, which could eventually hand OpenAI roughly a 10% ownership stake in AMD. Wall Street loved it, the stock took off, and the AI party kept rolling.

But here's where it gets spicy. This exact kind of deal is precisely what Michael Burry, the investor made famous by "The Big Short," has been screaming about for months.

Here's Burry's beef in plain English. He calls these arrangements "circular financing," where a chip supplier and its customer become financially tangled up in each other. OpenAI buys AMD's chips, and AMD effectively hands OpenAI a chunk of its own stock. Burry argues that makes demand look way stronger than it really is, because the customers are, in his words, "funded by their dealers." He's said this setup is "poison to the free Republic."

• 📉 Burry is betting real money on a crash: He recently switched to put options on names like Micron and Nebius, and moved up his AI bubble-burst timeline to within the next year.

• 💥 He wants the whole thing to tank: Burry literally posted that markets should "tank hard" to stop the OpenAI and Anthropic IPOs, calling the companies capital-destroyers.

• 🏢 He compares it to the dot-com bust: Burry likens today's AI chip giants to Cisco in 1999, the darling that led the charge right before the crash.

The Munch Take: So who's right, the market or the madman? Honestly, both could be. AMD's revenue and chip demand are genuinely real right now, and the stock's 190% run is backed by actual deals, not just hype. But Burry raises a fair point that these circular deals make the AI boom look sturdier than it might actually be. Here's our honest stance: we're not chasing a stock up 190% in a year no matter how good the story is, and we're not shorting a raging bull market just because one famous bear is yelling about it. Burry has been early and wrong before, and early and right before too. The smart move isn't picking a side in the Burry-versus-AI slugfest, it's knowing exactly what you own and not betting the farm either way. Watch this one closely. It's the most important argument in the market right now.

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

🤑 Free Report: I've Survived 7 Bear Markets. Here's What I'm Buying. (Ad)

⚡ $VST Vistra climbed 10.76% on reports the Trump administration may hand the power producer roughly $4 billion in government loans to upgrade three nuclear plants. With AI data centers starving for electricity, nuclear names keep landing in the right place at the right time.

🧬 $AVBP ArriVent BioPharma cratered 46.98% after its experimental lung cancer treatment posted disappointing trial results.

🌽 $CTVA Corteva jumped 12.26% after JPMorgan upgraded it to Overweight, arguing last week's post-spinoff selloff was overdone. Sometimes a stock just gets punished too hard, and a well-timed upgrade is all it takes to bring buyers back.

💻 $MRVL Marvell rallied 5.81% after laying out a revenue target implying roughly 55% to 60% annual growth over the next five years. Put a bold AI-fueled growth number in front of investors and they tend to come running.

🚚 $RXO RXO jumped 38% in the last 5 days after C.H. Robinson agreed to scoop it up for $5.8 billion in cash and stock. The freight world just got a little more consolidated, and RXO shareholders aren't complaining.

STOCK OF THE DAY

🚀 SpaceX Just Made Musk A Trillionaire. Again.

SpaceX is absolutely ripping. The stock surged to around $175, pushing its market cap past a staggering $2.38 trillion. The rally has done something genuinely funny: it's made Elon Musk the world's first trillionaire, and now effectively the second one too. He first crossed the trillion-dollar mark back at June's record IPO, lost the title during the brutal summer selloff, and just reclaimed it yesterday. So yes, Musk is both the first and the second person to ever become a trillionaire, which is a very Elon thing to accomplish.

So why is the stock flying? A perfect storm of good news. Starship reached orbit for the first time ever and deployed 26 Starlink V3 satellites, a massive step for SpaceX's biggest business. A Google AI satellite mission and a successful NASA crew launch piled on top. Then Morgan Stanley called the stock "cheap," slapped a $300 price target on it, and told investors to buy before the next big milestone.

• 🛰️ The next catalyst is huge: Analysts are watching for a Starship "ship catch" on the next test flight, which Morgan Stanley called potentially the biggest positive catalyst since the IPO.

• 📅 Earnings are coming too: SpaceX reports Q3 results in late October, another possible spark.

The Munch Take: Alright, time for some honesty. Like a lot of people, we said this stock could get interesting below $100, and when it dipped, we didn't pull the trigger. So yes, we missed this rally and the gains that came with it. No sugarcoating that. But here's the thing: SpaceX is one of the most volatile stocks on the market, swinging 50% in both directions this year alone. If you missed it like we did, no shame at all. Chasing a stock up nearly 60% off its lows is exactly how you end up buying the top. We're staying disciplined and not chasing this one. There will always be another pitch.

🚀 Pre-Market Fuel

1. 🤑 You Don't Need to Predict the Next Crash (From Vincere Portfolio)

2. 👀 Meta just formed a golden cross.

3. 🤔 Is Bitcoin about to soar?

4. 🚀 Is it time to buy Salesforce?

🍪 Munchy Memes

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