Santa Rally brings together a series of US-listed companies that are likely to benefit during the holiday shopping season, ranging from traditional retail giants to emerging e-commerce platforms, and from home improvement chains to payment service providers. This sector comprehensively reflects the diversified needs and consumption patterns of modern consumers during the holiday period. These companies typically experience sales peaks during the Christmas season and are therefore viewed as Christmas concept stocks.
• Market Cap: ~$3 trillion
• Why it’s important:
Apple leads in hardware and services, offering innovative products like the iPhone, Mac, and Apple Watch, and a robust ecosystem (App Store, iCloud). Its design and privacy policies set industry standards.
• Why not to abandon:
Apple drives consumer tech innovation and contributes massively to the U.S. economy, employment, and supply chains.
2. $Microsoft (MSFT.US)$
...
$99SMART (5326.MY)$
$Equinix Inc (EQIX.US)$
These are on my watchlist (more like wish list) of stocks for option income and long-term capital gains.
$PayPal (PYPL.US)$
$MetLife (MET.US)$
$Grab Holdings (GRAB.US)$
$Robinhood (HOOD.US)$
Gapping up
$MicroStrategy (MSTR.US)$ shares jumped more than 4%, extending the roughly 10% gain seen in the previous session, after the cryptocurrency's price continued to climb. The stock has seen massive gains this year, surging more than 515%.
Chip equipment stocks increased following a report that the Biden administration may impose less stringent restrictions than anticipated on semiconductor equipment and AI...
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