Below my watchlist's of the best companies in the strongest sectors — based on a quantitative analysis (growth, margins, competitive position, order backlog) 👇 🛢️Oil services — SLB ($SLB) World #1 in drilling services for oil producers — war disruptions are hiding revenue that comes right back. 🛢️Oil producers — ConocoPhillips ($COP) America's lowest-cost oil & gas giant — the only one still growing, at just 18x earnings. ☢️Uranium — Cameco ($CCJ) The West's #1 uranium miner, owns 49% of reactor-builder Westinghouse — contracts locked at decade-high prices. 🔌Power for AI — Vistra ($VST) Sells nuclear power to data centers — biggest AI power deal ever (2.6 GW with Meta), at ~11x earnings. 🏗️Grid equipment — GE Vernova ($GEV) Builds the turbines and grid equipment the AI boom needs — orders +88%, $163B backlog. 🟠Copper — Freeport-McMoRan ($FCX) One of the world's biggest copper miners — copper is near record highs and supply can't keep up. 🤖AI chips — Nvidia ($NVDA) Makes the chips behind almost all AI — revenue +106%, still only ~27x earnings. 💾 Memory — Micron ($MU) The only American maker of HBM, the memory every AI chip needs — sales +49%, 56% net margin. 🔦Optical connections — Coherent ($COHR) Makes the laser parts that link AI chips in data centers — Nvidia signed a $2B partnership with them. 🧬Biotech — argenx ($ARGX) Autoimmune-disease treatments — revenue +90% AND profitable, the rarest combo in biotech. 💊Pharma — Eli Lilly ($LLY) The #1 weight-loss & diabetes drugs — ~60% US market share, revenue +45%. 🧪Genomics — Tempus AI ($TEM) AI on medical data to personalize cancer care — revenue +83%, but not yet profitable: the riskiest one here. 🥇Gold — Agnico Eagle ($AEM) Gold miner in safe countries — mines at ~$1,500/oz, sells above $4,000. Am I forgetting a stock?