Our Top Non-AI Stock Right Now
Listen to the audio version of this article (generated by AI).
There’s a reason Lucas Downey calls the stocks he looks for “Blue Zone” stocks – borrowing from the parts of the world where people measurably live the longest.
He’s not looking for the fastest mover in the room – though, that’s hardly a bad thing.
He’s looking for the same kind of durability in a business that shows up in a long, healthy life: strong fundamentals, strong momentum, and nothing structurally standing in the way of it continuing.
This week, he walked us through where he’s finding that combination right now – especially with AI names getting hit hard since May.
If your portfolio’s been rough since then, Lucas argues the pain is concentrated, not systemic. The equal-weight S&P is sitting at new highs even as the AI-heavy trade takes the damage.
And with S&P companies posting what he estimated at close to 38% net income growth this earnings season, he thinks this bull market has plenty of life left in it. What we’re seeing is rotation, pure and simple.
To prove it, he pulled up a stock almost nobody associates with AI or tech. It rates about as high as our Quantum Score goes on both fundamentals and technicals, outscoring names most investors would consider a safer bet.
Watch the full conversation for the stock, his complete sector breakdown, and what he’s watching heading into a seasonally shaky August:
Lucas’s Quantum Score is also the engine behind Quantum Edge Pro’s Blue Zone research – the same framework behind the call above.
If you watched the video, you know Quantum Edge Pro subscribers just closed Garmin (GRMN) for a 150% gain – a stock the system first flagged back on May 31, 2023.
If you want to see how Lucas finds names like that before the rest of the market catches on, click here for his newest research presentation.
To building wealth beyond measure,
Michael Salvatore