Hulick, StockStory Urge Selectivity in Market Picks

Investor Tom Hulick names Broadcom a top long-term chip holding for its AI-focused, power-efficient ASICs and hyperscaler exposure, and he favors Eli Lilly for its GLP-1 drug pipeline including retatrutide. Separate StockStory/Yahoo Finance analyses warn that cash-heavy balance sheets don’t guarantee investment quality, contrasting Korn Ferry’s slowing revenue and eroding returns with Lyft’s strong monetization and rising free cash flow. The newsletter cautions against uncritical acceptance of Wall Street price targets, citing Driven Brands and AT&T for weakening organic growth, eroding returns and leverage risks. On volatility, StockStory highlights AMD’s robust multi-year revenue and EPS gains but notes a rich forward multiple, while BeautyHealth exemplifies rapid deterioration with falling sales and margins. Other names under scrutiny include Paycom, The Real Brokerage, Bally’s, Allient, Berkshire Hills Bancorp and Bank of America, which face issues from slowing revenue and liquidity strains to margin and return pressures. The overarching takeaway is to prioritize durable growth, improving margins, manageable leverage and sensible valuations, and to treat analyst optimism and short-term volatility with skepticism.