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

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 320
Ten 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 brian@mywallst.com for tickets and early bird codes.

Stocks & Companies Mentioned
Medical 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)