Market Shift and Rates Repricing

The Federal Reserve’s shift toward a higher‑for‑longer stance has repriced rates across the entire yield curve. This macro‑environment triggered broad‑based sell‑offs in June, with capital‑intensive giants Microsoft, Oracle and Meta each declining double‑digit percentages for the month.

Mid‑Cap Movers Strategy Performance

The Mid‑Cap Movers AI strategy has generated a +92.9% total return since its launch, delivering an outperformance of +30.9 percentage points versus the S&P Midcap 400. The strategy’s win rate year‑to‑date stands at 73%, and it posted a +10.4% return in June 2026, outpacing the benchmark by +6.9 percentage points.

June Exits

  • Allegro MicroSystems (held 30 days) produced a +47.7% total return after a ~164% year‑to‑date rally that pushed the stock near all‑time highs. Valuation stretched past the ~$57 analyst consensus target, prompting systematic profit‑taking despite solid fundamentals such as expanding margins and quadrupled data‑center sales.
  • Molina Healthcare (held 30 days) delivered a +24.8% total return. The company beat Q1 2026 expectations and secured a new Illinois Medicaid contract, but extreme price swings and a guidance cut to roughly $5 per share inflated its P/E to about 63x, leading the model to rotate out of the position.

July Rebalance – New Picks

  • Diodes Inc (Information Technology) entered the portfolio with a YTD gain of +116.25%. The stock boasts a PEG ratio of 0.25 and has posted six consecutive quarters of double‑digit revenue growth, including a Q1 revenue increase of 22% YoY. Automotive demand is up 32% and industrial demand 31%, supporting a revenue target of $2 billion and EPS above $4 by 2028.
  • Oscar Health (Financials) joined with a YTD gain of +119.07%. The company reported Q1 earnings of $2.07 per share versus a $1.06 forecast, driven by a 53% YoY top‑line expansion to $4.6 billion and a 56% YoY rise in membership to 3.2 million customers. Operating margins expanded beyond 15.2%. A landmark court ruling removed ACA enrollment restrictions, and Barclays upgraded the stock to a $35 price target, with full‑year revenue projected near $19 billion.

Full Mid‑Cap Movers Portfolio Snapshot (20 Active Picks)

| Stock | Sector | June Return | YTD Return | Status |

| DIOD | Information Technology | +4.2% | +116.25% | New |

| OSCR | Financials | +34.5% | +119.07% | New |

| VECO | Information Technology | +23.4% | +147.2% | Reweighted |

| PENG | Information Technology | +16.8% | +256.5% | Reweighted |

| HAE | Healthcare | +12.9% | -5.3% | Reweighted |

| AMRX | Healthcare | +30.1% | +33.2% | Reweighted |

| JEF | Financials | -3.8% | -17.4% | Added |

| SFD | Consumer Staples | -6.2% | +9.4% | Added |

| TNET | Industrials | +8.9% | -9.9% | Added |

| NSIT | Information Technology | +4.3% | +50.8% | Added |

| BTU | Energy | -22.3% | -23.9% | Added |

| PTRN | Consumer Discretionary | +33.4% | +126.4% | Reweighted |

| ACLS | Information Technology | +19.1% | +123.0% | Reweighted |

| INSW | Energy | -1.1% | +61.1% | Reweighted |

| POWI | Information Technology | -0.8% | +128.6% | Reweighted |

| LNC | Financials | +5.4% | -18.1% | Reweighted |

| OGN | Healthcare | +1.7% | +89.5% | Reweighted |

| ARLP | Energy | -5.8% | +2.6% | Reweighted |

| KD | Information Technology | -5.7% | -54.3% | Reweighted |

| BHC | Healthcare | -9.2% | -30.6% | Reweighted |

Strategy Landscape Across 88 AI Models

  • Tech Titans: +247.7% since launch, outperforming the S&P 500 by +170.9 percentage points.
  • Top Value Stocks: +80.9% since launch, +18.2pp vs S&P 500.
  • Best of Buffett: +55.9% since launch, underperforming S&P 500 Pure Value by -6.9pp.
  • Healthcare Heroes: +30.3% since launch, +7.1pp vs S&P 500 Health Care.
  • Energy Elite: +34.5% since launch, +11.3pp vs S&P 500 Energy.
  • Financial Fortresses: -15.2% since launch, lagging S&P 500 Financials by -20.3pp.
  • Additional strategies such as Small‑Cap Sprinters, Quality Compounders, Italian Market Elite, and HK Tech Titans also posted notable returns.

Subscription Offering

All 88 AI‑driven strategies, from Tech Titans to Mid‑Cap Movers, are available through a single subscription that provides monthly updates, full position lists, live rebalances, and detailed rationales.