Weekly Top Ten Stock List by Cabot

Top Pick: Kyndryl Holdings (NYSE:KD) has been named the top pick due to its attractive entry point.

Market Overview

Analysts noted a rally last Friday, but it does not negate the previous weeks' trends. Major indexes and growth metrics have broken their intermediate-term uptrends.

Featured Stocks

• Astera Labs: Riding the AI wave with cutting-edge PCIe 6 switches, poised to dominate high-speed data transfer in cloud-scale environments.
• Birkenstock (NYSE:BIRK): Leverages luxury scarcity and quality manufacturing to achieve strong sales growth.
• Celestica (NYSE:CLS): A vital player in the AI ecosystem, thriving with high-speed ethernet switches and optical transceivers.
• Dutch Bros: Rapid expansion and innovative menu offerings position Dutch Bros as a strong growth story.
• Klaviyo (NYSE:KVYO): Simplifies marketing for retailers by integrating customer data for optimized campaigns.
• Kyndryl Holdings: A former IBM division, leveraging AI and cloud trends to modernize hybrid IT systems with strong consulting growth.
• Ollie’s Bargain Outlet: Grows through strategic acquisitions and a closeout retail model, maintaining financial stability.
• Taiwan Semiconductor: A leader in advanced semiconductor production and global market expansion.
• Trip.com: Exceeding pre-pandemic levels as Chinese travel rebounds, driven by strong domestic and international demand.
• United Airlines: Benefiting from optimized operations and increased travel demand, positioning for sustained profitability and growth in 2025.