What’s the best-performing stock of 2026? You might guess Nvidia, an AI company, or an energy stock. According to the numbers Adam and Blake are watching, the answer is Moderna.
This week, Adam and Blake look at Moderna’s extraordinary run and the promising cancer-treatment research behind it. They also discuss a bigger investment theme: the next winners from artificial intelligence may not be the companies building AI, but the companies putting it to work.
In this episode:
- Why the S&P 500 remains close to its all-time high
- What Adam and Blake are watching as earnings season approaches
- Moderna’s remarkable 2026 performance
- The cancer-treatment research driving renewed interest in Moderna
- Why biotech could become one of the biggest beneficiaries of AI
- Eli Lilly and the next phase of the AI investment cycle
- Why AI may transform jobs rather than simply eliminate them
- Roth conversions and year-end tax planning
- Tax-loss harvesting and managing embedded portfolio losses
- Strategies for investors with highly concentrated stock positions
Adam and Blake also discuss why tax management can be just as important as investment selection. As the end of the year approaches, now is the time to review potential Roth conversions, portfolio losses, concentrated positions, and other opportunities before the calendar runs out.
Plus, WealthGuard Advisors celebrates one year of these weekly videos. Thank you to everyone who has been watching along with us!
At WealthGuard Advisors, we focus on disciplined portfolio management, risk control, tax-aware strategies, and long-term positioning tailored to your specific goals.
