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Up 54% in May, the S&P's top performer. His favourite solar play because it's profitable and the largest US manufacturer with lots of exposure in industrial-scale projects. They reported a monster earnings beat, but were greatly help by Biden announcing tariffs of China's solar cells. This stock has more room to run.

Jumped 34% in May, a big S&P winner. One of the few growers in the running shoe business. They reported a big earnings beat.

Vistra was up 31% in May. It's one of the unregulated power producers in a country hungry for power, thanks to all the data centres being built for AI. Buy on weakness.

HP jumped 30% in May after unveiling a new line of AI PCs--and there's a PC refresh cycle coming fueled by AI. HP could be the first. Also, HP delivered an earnings beat last week.

Moderna rallied 29% in May after a good report and news on developing a bird flu vaccine to fight that epidemic. Another boost came when the government approved their RSV vaccine. But Moderna is expected to lose money in the foreseeable future. Instead, look at biopharma.

EPAM lost 24% in May, the biggest loser on the S&P. They're in a terrible business now and reported disappointing guidance despite a decent quarter.

Paycom sank 23% in May. It's a human capital management software play, which is in a bear market and a crowded space.

Dayforce sank 19% in May. It's a human capital management software play, which is in a bear market and a crowded space.

Global Payments was down 17%, because it's in enterprise software, a crowded space that's in a bear market. They reported an okay quarter, but didn't change their full-year forecast.

Expedia was down 16% in May after reporting a bad quarter, caused by poor consumer demand in the US and a multi-day outage in their home rental platform.

They reported last Thursday. Shares plunged 18% and another 5% today. It was priced for perfection and shares were in a hot rally in previous quarters leading up that report. Expectations were too high and maybe their AI business may not be as profitable as expected. That said, sales momentum is strong and their AI server backlog is up 30% over the past quarter, but isn't driving earnings much yet. The pullback is healthy given the overheated rally before. The AI story is on track but could take a little longer to play out. He still likes it.

If they make their cars more autonomous and Musk gets the contract that he deserves, then maybe Tesla is worth holding at these prices.

The selling of shares by the CEO was large. Also, enterprise software is in a bear market.

Amazon could got a lot higher. Their AWS is dominant, back with a great growth number. Advertising could be great for them.

Hold. They are a re-constituted company and doing a lot of things right. It's been flat, but it's about to re-accelerate.