15 Stocks You Wish You Bought In January

Good morning, investors. The S&P 500 is up 13% this year. Not bad.

But some large companies have done 10x better.

Here are the 15 that stand out and why ↓

12/15 top mega-cap stocks this year are riding the AI boom.

But the average company on this list now trades at 70.6x free cash flow.

And that’s a problem.

For illustration purposes, imagine a lemonade stand.

It generates $14,200 in annual free cash flow.

Would you pay $1 million for it? I wouldn't.

That's essentially what a 70.6x P/FCF multiple means.

That said, two companies on the list stood out.

They're the only ones trading below 40x P/FCF:

So I ran a quick valuation analysis (DCF) on both to see if they’re worth it.