Tuesday Deep Dives - With Office Hours - $MU $APP $CRWD $DIS $XOM $MSFT $AMZN and much more

Tuesdays deep dives is going to be more of what you'll see in 2026. The beginning of this gives you an idea of how I'll look at opportunities, but it will be for paid members on Substack.

I also held my first OFFICE HOURS session on Substack Live today which had minor attendance so it's like a 1 on 1 with me. It's pretty much an AMA and will happen twice a week.

https://dailystockpick.substack.com/

THESE SALES END SOON:

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EPISODE SUMMARY

📌 Tuesday Episode Bullet Point Summary

• 📺 CNBC Alert: Tune in at 3pm (or catch the replay) for Hamid’s segment and macro insights heading into 2026.​

• 💾 Hamid’s $MU Thesis: Fundamental, growth-focused investor with a strong track record explains why Micron still works even after a huge run.​

• ⭐ Alpha Pick Standouts: $MU is a Pro Quant Alpha Pick and the top gainer in the Alpha Picks portfolio over the last month (~23%+), with $APP approaching a key profit-taking zone near 700.​

• 📉 Silver Slam, Buy The Dip: Precious metals just saw their biggest one-day drop in years, but miners are recovering and dips may be opportunities, not exit points.​

• 💰 Dividend Growth Miners: Many gold names show strong dividend growth (around 30%+ 5-year averages), pairing momentum with improving fundamentals.​

• 🏛 Macro Backdrop: Global debt near $338T and a weaker dollar support the case for inflation-resistant assets like gold and silver.​

• 🛢 Dividend & Value Names: Watchlist talk on $??? (targets rising, key level near 120), $???? vs $BRK.B, and income-style positioning into 2026.​

• 📦 2026 Stock Ideas: $???? as a top-5 personal position after short-term underperformance, $??? as a 2026 standout candidate, and debate on $??? vs $???.​

• 🤖 Mag 7 & AI Leaders: 2026 “Mag 7” discussion plus Wedbush’s top AI plays​

• 🔐 Cyber & Growth: View that $??? under $500 is an attractive long-term entry with $600+ potential in 2026.​

• 🎛 CES & Catalysts: New catalysts coming from CES 2026 with ???? and ??? presentations helping drive AI and semiconductor narratives.​

• 📊 Index vs Concentration: If S&P compounding stays strong, $???? is a preferred ETF, but concentrated stock baskets may still offer outperformance

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