While many new opportunities have emerged, these three remain, the lowest-risk and most structurally important players in their space.

I’d buy hand over fist.

Here are today’s upgrades and downgrades: Texas Instruments, AMD, Intel, PayPal, Applied Materials, Shake Shack, Palo Alto Networks and more.

Up 80% higher in the past six months, it still has breakout potential.

They’re the AI economy’s quiet winners.

With a fortress balance sheet, investors are looking at a definitive margin of safety.

Here are today’s upgrades and downgrades: Baidu, Ciena, Comerica, Synchrony, HSBC, NetEase and more.

With strong business models, financials, and growth opportunities, you can build your portfolio around this trio of names.

On a tear since June, momentum is only accelerating.