Key Points
- The strategy of rotating to the Nasdaq’s biggest laggards is far from foolproof, but it makes good sense.
- Despite being down more than 40% year-to-date, analysts still have faith in Enphase Energy.
- Moderna’s mRNA pipeline includes 45 vaccine and therapeutic candidates.
- The company also announced a partnership with IBM to explore the use of generative AI and quantum computing in mRNA science.
- With a consensus price target that implies nearly 80% upside, Zscaler could be one of the Nasdaq-100’s biggest comeback stories of 2023-2024.
- 5 stocks we like better than Enphase Energy
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