This week on Wall Street Beats, the panel digs into where real growth is showing up—and where expectations might be getting ahead of reality. Robert Marcin breaks down why Silicon Motion (SIMO) may still be early in a multi-year AI-driven growth cycle, despite hitting all-time highs. With exploding demand for memory controllers, accelerating revenue guidance, and NVIDIA entering the customer mix, the group debates what could derail the story—and why selling too early may be the biggest risk. Jeff Macke turns to retail, arguing that Target could finally be bottoming after years of missteps, while Costco and Walmart show how automation, AI, and logistics scale can quietly expand margins in low-margin businesses. The conversation explores why box stores are having a moment—and how much patience investors should have with expensive winners. The episode wraps with a rapid-fire look at healthcare’s winners and losers. Eli Lilly vs. Novo Nordisk, the future of weight-loss drugs, Medicare coverage assumptions, buybacks as signals, and whether betting on the “loser” might offer better value than chasing momentum. Smart takes, real risk analysis, and no shortage of market conviction. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.
