Is a monster rally ahead of us?!

Join TradeAlgo's Free Live Trading Session ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ [EARN WHILE YOU LEARN! JOIN OUR FREE LIVE TRADING SESSION!]( Hello investor, Is a monster rally ahead of us?! Everybody around the world is making money. Stocks hit all-time highs in the US, Europe and Japan yesterday, and the Nasdaq was boosted by Nvidia’s monster earnings that fueled the excitement for AI. The tech-heavy Nasdaq had its biggest one-day gain since February. Nvidia’s stock skyrocketed by more than 15% to an all-time high after reporting a massive revenue growth of 265% from a year ago. The company also expects another blockbuster quarter. The AI chipmaker’s jump was the biggest single-day market cap gains, adding a whopping $230 billion. (Source: Bloomberg) - “What we are seeing is a perfect positive storm of first mover advantage, combined with 80% market share and positive outlook for future growth in an area that could potentially transform not just the technology sector but how many industries function,” said Gerald B. Goldberg, chief executive officer and of GYL Financial Synergies. Phillip Colmar of MRB Partners cautioned that the semiconductor industry is notoriously cyclical, and Big Tech companies are trading at lofty valuations that priced in phenomenal results ahead. - “The mega cap U.S. stocks, or the ‘Magnificent 7,’ they are frothy. They have very elevated earnings expectations and very elevated valuations that doesn’t give any room for disappointment,” Colmar said. But for now, there is no reason for traders to go bullish since Big Tech companies are forecasting huge quarters ahead. Solita Marcelli at UBS Global Wealth Management believes AI-related stocks will continue to outperform from now on. - “We think the near-term momentum in AI-related stocks is likely to continue,” Marcelli noted. “To position, we maintain our preference for semiconductors and software, and see opportunities in beneficiaries of AI edge computing, big tech, and their partners.” Currently, the Nasdaq 100 is trading at the valuation that is above the long-term average. Its 12-month forward price-to-earnings ratio is just above 25. That was higher than the dot-com years but still below the 2020-21 levels. (Source: Bloomberg) Nonethless, as long as companies keep growing their per-share profits through organic growth, cost-cutting moves and share buybacks, investors will remain bullish for a while. A Top “Pick-And-Shovel” Play On Gene Therapy Revolution Today’s Pick: Repligen Corporation ([RGEN]( There is no doubt about it – cell and gene therapy is going through a revolution. And it is vital for any investor to have a hand in this boom. However, the industry is at mercy of the regulators and clinical trials. So, any stock in this industry has a massive risk. But there’s a way for you to get in the action with lower risk. Meet Repligen. It is the “engine” for the research and development of next-generation products by supplying instruments and associated disposables that are required for the production of cutting-edge therapies. It innovated single-use products that reduce the amount of maintenance and cleaning. As a result, it offers the company a tidy stream of recurring revenue. Its products include everything from filtration and separation to fluid management, analytics, and lab software. The biggest growth driver for Repligen is through acquisitions. Life sciences is historically a fragmented market, and the industry saw a surge in deals to consolidate. Sure enough, Repligen has at least 16 acquisitions over the past few years. What makes Repligen remarkable is its ability to grow its acquired company. Believe it or not, it grew the revenue of four major acquisitions by 30%+ in the first full year! That’s a phenomenal number. All in all, the biotech company grew over 150% over the last five years compared to an increase of just 73% for the S&P 500 during the same period. Better yet, there’s plenty of growth ahead. Repligen only has ~9% - 10% overall market share. Filtrations, which is 53% of its revenue, only has ~12% market share. This brings a tremendous opportunity to expand. Bottom line: By owning shares in Repligen, you’d have a safe way to tap into the explosion of the cell and gene therapy. It supplies products required to produce them, so Repligen doesn’t need to bet on a product. In other words, it’s a “pick-and-shovel” play. [EARN WHILE YOU LEARN! JOIN OUR FREE LIVE TRADING SESSION!](       © All Rights Reserved, Trade Alliance [Unsubscribe]( | [Manage Preferences](