One Industry for Reliable Returns. One for a Moonshot. Here Are Our Picks. | Stock Club 320 episode artwork

EPISODE · Jul 16, 2026 · 50 MIN

One Industry for Reliable Returns. One for a Moonshot. Here Are Our Picks. | Stock Club 320

from Stock Club · host MyWallSt

At 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 320Ten of the biggest medical device companies in the world are down between 5% and 54% year to date and it has almost nothing to do with their underlying businesses. Abbott Labs (NYSE:ABT), Intuitive Surgical (NASDAQ:ISRG), Boston Scientific (NYSE:BSX), Stryker (NYSE:SYK), Medtronic (NYSE:MDT) and more are all suffering from the same thing: money rotating out of quality businesses and into the AI infrastructure trade.We break down why this is happening, which companies look most interesting at current valuations, and whether this is a genuine long term buying opportunity or a value trap. Plus: small modular reactors and the nuclear energy stocks being backed by Google, Amazon and Microsoft to power the AI data center buildout including the one pick and shovels play that could underpin the entire industry.Investicon is coming to Dublin on August 27th — email [email protected] for tickets and early bird codes.Stocks & Companies MentionedMedical Devices:Abbott Laboratories (NYSE:ABT)Intuitive Surgical (NASDAQ:ISRG)Stryker (NYSE:SYK)Medtronic (NYSE:MDT)Boston Scientific (NYSE:BSX)Edwards Lifesciences (NYSE:EW)Becton Dickinson (NYSE:BDX)Alcon (NYSE:ALC)ResMed (NYSE:RMD)Dexcom (NASDAQ:DXCM)Nuclear / SMR:NuScale Power (NYSE:SMR)Nano Nuclear Energy (NASDAQ:NNE)Centrus Energy (NYSE:LEU)Constellation Energy (NASDAQ:CEG)Vistra (NYSE:VST)Referenced:SK Hynix (KRX:000660)Microsoft (NASDAQ:MSFT)Google/Alphabet (NASDAQ:GOOGL)Amazon (NASDAQ:AMZN)Meta (NASDAQ:META)

Episode metadata supplied by the publisher feed · Published Jul 16, 2026

Embed this episode

NOW PLAYING

One Industry for Reliable Returns. One for a Moonshot. Here Are Our Picks. | Stock Club 320

0:00 50:13

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Stock Club?

This episode is 50 minutes long.

When was this Stock Club episode published?

This episode was published on July 16, 2026.

Can I download this Stock Club episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!