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15 handpicked stocks

Market Melt-Up

Ready for a stock market surge? This collection features companies poised to benefit from Ed Yardeni's predicted melt-up scenario, where the S&P 500 could reach 10,000 by 2030. Our analysts have selected these high-growth leaders in AI, semiconductors, and tech that tend to outperform during rapid, bullish rallies.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at July 1

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NVDA

NVIDIA Corporation

NVDA

Current price

$180.45

As a leader in AI and graphics processing, Nvidia is a primary driver of tech-heavy market rallies and would be a key beneficiary of a speculative mel...

As a leader in AI and graphics processing, Nvidia is a primary driver of tech-heavy market rallies and would be a key beneficiary of a speculative melt-up.

MSFT

Microsoft Corporation

MSFT

Current price

$520.83

Microsoft's dominance in cloud computing through Azure and its deep integration of AI make it a foundational component of any market melt-up.

AMZN

Amazon.com Inc.

AMZN

Current price

$231.03

Amazon's vast e-commerce and AWS cloud infrastructure are key pillars that would support and benefit from the market's record-setting melt-up.

About This Group of Stocks

1

Our Expert Thinking

These stocks are selected to capitalize on Ed Yardeni's predicted market melt-up, where rapidly rising investor enthusiasm could push the S&P 500 to 6,500 by year-end and 10,000 by 2030. We've focused on companies that typically outperform when investors aggressively chase returns in high-growth sectors.

2

What You Need to Know

A market melt-up is a rapid, speculative rally driven by fear of missing out rather than fundamentals. These stocks tend to be higher-risk, higher-reward investments with strong correlation to market momentum. They're ideal for investors with higher risk tolerance looking to capitalize on an extended bullish phase.

3

Why These Stocks

We've handpicked companies at the forefront of transformative technologies like AI, semiconductors, and cloud computing that form the foundation of a tech-led surge. These are primarily high-beta stocks (more volatile than the market) with strong growth profiles, positioned to capture amplified returns in a risk-on environment.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+4.08%

Group Performance Snapshot

4.08%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 4.08% over the next year.

13 of 15

Stocks Rated Buy by Analysts

13 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Riding the Wave to 10,000

These stocks are positioned to benefit most from Ed Yardeni's bold prediction of the S&P 500 reaching 10,000 by 2030. If his forecast proves accurate, these companies could deliver outsized returns compared to the broader market.

🔍

Don't Miss the Melt-Up

Market melt-ups can create wealth-building opportunities for those who get in early. These carefully selected companies are at the forefront of AI, cloud, and semiconductor innovation driving this potential historic rally.

💡

The FOMO-Beaters

When fear of missing out drives markets higher, retail investors often arrive late. This curated group gives you early access to the high-growth leaders professional investors are already positioning for in a potential melt-up scenario.

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