Author: Lucas Downey, TradeSmith

Doubling in the last year, and easily outpacing the S&P 500 (SPY), it’s firing on all cylinders.

Mega-cap tech is falling out of favor — but beneath the surface, a powerful AI trade is accelerating. In short, memory has become the bottleneck holding back the next phase of AI growth, and the stocks solving that problem are quietly crushing the market.

If you’re hunting for a high-quality stock that’s oversold, keep reading.

It has a track record of gains 86.7% of the time, starting in November – so it’s a no-brainer to play this unique seasonal setup.

By using an evidence-based approach and stacking the odds in your favor, your portfolio will eventually come out ahead.