Updates on 10 of My Favorite Stocks
As the Magnificent Seven and Tesla make gains, let's check some of my best holdings right now.
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The market is chugging away on Monday, as worries about tariffs are set aside, and some fear of missing out is setting in. The Magnificent Seven MAGS and Tesla TSLA, in particular, are driving the action, with MAGS up by 2.8% and Tesla gaining 9%. Breadth is very good, with 7,000 gainers and around 2,200 losers. There are less than 100 new 12-month highs since most stocks are still far below the highs hit in February.
I’ve discussed quite a few individual stocks that I have been trading and wanted to provide an update on 10 names. I’ll have more updates in a future column. Here are updates on 10 stocks I'm in right now:
ACM Research ACMR has pulled back, and I reduced my position. I will rebuy once it forms some support. $27 is a key level.
ADMA Biologics ADMA had a strong report and has regained its place on the IBD 50 after some drama when it changed its auditor. Momentum is building, and the stock looks like it has a shot at retesting highs.
AST SpaceMobile ASTS pulled back sharply and is now bouncing back. There is substantial news flow, and analysts are making positive comments. I’ve added some on the weakness and would like to build this position further.
Atour Lifestyle Holdings ATAT. ATAT operates hotels in China and is set to report earnings on Tuesday morning. Revenues are likely to grow by about 50%, and analysts are quite positive about the name. It trades relatively thinly.
BridgeBio BBIO is moving nicely on positive comments from JPMorgan, which has increased its target price to $50. Sales of the Attruby drug appear to be going much better than anticipated. I am looking to add more shares.
Gambling.com Group GAMB. GAMB had an excellent report and strong guidance last week. The valuation is very attractive, and I will continue to accumulate it. It is thinly traded, so it can be volatile.
Humacyte HUMA. HUMA continues to languish as investors wait for new information about the initial sales of its artificial vein product. There is a strong likelihood that there will be a secondary, which will prevent the stock from gaining traction until it is out of the way.
Rocket Pharmaceuticals RCKT. Rocket is drifting around near its lows and appears to have some support. There will likely be some news coming that will move it. Analysts continue to be very bullish, with an average target price of $42.
Uber Technologies UBER. Uber pulled back under $70 in the recent S&P 500 correction but is now bouncing and hitting some resistance at around $78. I continue to like this as a longer-term hold and will look for trading opportunities as market conditions shift.
Xeris Biopharma XERS. Xeris was my top play for 2025, and it is doing exactly what I had hoped it would do. It has been ripping higher since early March and is up more than 50%. The news flow there has been very good, but a move of this magnitude suggests that something else is brewing. I don’t know what that might be, but the price action is extremely positive and optimistic.
I’ll have more updates on other stocks later this week. Let me know if there is anything in particular that you would like me to cover.
At the time of publication, DePorre was long ACMR, ADMA, ASTS, ATAT, BBIO, GAMB, HUMA, RCKT, UBER, XERS.
