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SPC Weekender: Your 60% AI Energy Win (And What Comes Next)
Plus Palantir stays hot and how to take the "smart side" of the boom in options trading ...
Stock Picker's Corner (SPC)
August 09, 2025
In case you missed it this past week from the Stock Picker’s Corner (SPC) universe …
No. 1: Cashing Out of Emcor
SPC Premium members started Monday off with a bang: We sold Emcor Corp. $EME ( ▼ 0.95% ) from our Special-Situation Portfolio for a profit of more than 60% — in only 11 months. That now brings our average profit on sold positions to 57% since we launched this unique portfolio back in September.
We still like Emcor as a long-term investment. But we were mindful of three key things:
When the market hands you a windfall that big in a short time, it often pays to take it.
There’s plenty of uncertainty swirling around, which bolsters the argument to lock in such gains.
And we created the Special-Situation Portfolio to hunt for opportunities just like Emcor.
Since we sold the stock and booked the profit for our paid SPC Premium subscribers, we’ve made the research for this AI Energy play available to everyone.
No. 2 The Year of Palantir Continues
This is still only the beginning of something much larger and, we believe, even more significant.
Palantir was our top pick for 2025 and continues to deliver after its latest earnings report with two big highlights.
The company reported $1 billion in total quarterly revenue for its first time ever, and U.S. commercial revenue climbed 93% to $306 million as Palantir finds work outside of government contracts.
If you’d like to take a deeper dive, the full earnings webcast is available below.
With 2026 just around the corner, we’re starting our research for our top pick for next year.
No. 3: The Smart Side of the Trade
There’s always a guaranteed winner in options trading — the exchange facilitating the trade.
That’s why we encourage our readers to take The Smart Side of the Trade and own exchanges like the CBOE Global Markets Inc. $CBOE ( ▲ 0.07% ), which is the largest U.S. options market operator.
All of the uncertainty has been a boon for exchanges and wealth management services, as they rack up fees on top of fees as investors make trade after trade.
Just last week, the exchange shared July 31 was its third most active trading day of all time for its S&P 500 options index.
Shares are up 28% this year, and we think that’s just the start of a slow-and-steady long-term run for the CBOE.
Everything you need to know is available in the guide below.
Enjoy your weekend, and we’ll see SPC Premium members back here on Monday for a deep dive on Intel Inc. $INTC ( ▲ 6.97% ).
