FOMO Market: Five Most Beijing Zhidemai Technology Stocks to Buy Before the U.S. Midterm Elections

Title context: FOMO Market: Five Most Beijing Zhidemai Technology Stocks to Buy Before the U.S. Midterm Elections Text: Following the recent AI fear, fear of missing out (FOMO), or greed, is one of the most powerful emotions driving stock trading. Investors experienced it during the internet bubble, tech favorites soared during the COVID-19 pandemic, and now we are seeing another extraordinary surge in artificial intelligence stocks. As the November 2026 midterm elections approach, investors face another key question: Is the AI rally running out of steam, or has it only just begun? U.S. third-quarter GDP grew 3.4%, beating expectations, and combined with strong consumer spending, the AI boom is far from over. A weak September jobs market, persistently high inflation, and tight financial conditions are key factors as the current midterm elections approach. According to J.P. Morgan Asset Management, historical experience shows that stocks tend to rally after midterm elections, with average gains of nearly 15%. Semiconductors remain at the core of the AI revolution, as demand for infrastructure, data, and high-bandwidth memory is driven by major players such as Micron Technology, Inc. and NVIDIA Corporation. The opportunities brought by AI are not limited to large tech companies but can extend into innovation and diversified investment areas. When panic trading turns into fear of missing out (FOMO), the following five stocks, quantitatively rated "Strong Buy," may help investors maximize returns. 2026 Midterms: History Suggests the Best Is Yet to Come The recent pullback in tech and semiconductor stocks illustrates just how quickly investor sentiment can shift. One day the market is cheering record capital expenditures and accelerating AI adoption; the next, investors are questioning valuations, profitability, and whether these companies can sustain such returns. But more importantly, we firmly believe in following fundamentals rather than chasing headlines and relying on emotion. The market's enthusiasm for technology has created enormous wealth but has also brought volatility. Still, history tells a compelling story. The S&P 500 has historically turned supportive in October and November of midterm election years Election uncertainty often dominates headlines, leaving investors wondering whether to stay invested or move to cash. According to Citadel Securities, the period before midterm elections typically presents a weakening window, followed by bullish momentum and a more constructive setup from around mid-October through November. According to J.P. Morgan Asset Management, since 1950, the S&P 500 has consistently delivered positive returns in the 12 months after midterm elections, with average gains of 15.1%. Election results allow investors to reassess expectations for taxes, regulation, monetary policy, and economic growth. However, 2026 has not followed the typical midterm election playbook. BlackRock, Inc. reported: "U.S. equity annual returns have on average been weakest in midterm election years, but 2026 returns are the exact opposite: through August, U.S. stocks were up 13%, the sixth-best start to a midterm election year since 1926." This key conclusion suggests that what the market may want is not a specific election outcome but more certainty, supported earnings, and reasons to stay optimistic. Don't Fight the Fed or the AI Investment Cycle The Federal Reserve remains focused on controlling inflation and has a critical influence on valuationsespecially growth stock valuations. Rising interest rates reduce corporate cash flows, raise financing costs, and lower investors' willingness to pay premiums for AI investments. We have also seen that despite excellent fundamentals, rising U.S. Treasury yields can quickly pressure semiconductor and software stocks. But the current environment offers an interesting opportunity: demand for AI infrastructure is driven by strategic investments that span individual quarters or single rate decisions. Seeking Alpha's quantitative ratings and factor scoring system can provide powerful clues when the market shifts from irrational exuberance to alarming chaos. The five quantitative "Strong Buy" opportunities presented in this article extend far beyond AI and semiconductor manufacturers, reflecting diversified opportunities across marketsfrom AI to traditional energy, power generation, and healthcare services. Stocks that combine value, growth, profitability, earnings revisions, and momentum are best positioned to withstand pullbacks. Given their very different risk profiles, I believe they have room to perform in both the current and post-election environment. Top Semiconductor Stocks Thanks to strong valuations, earnings, and enormous momentum, two major chip companiesMicron Technology, Inc. (MU.US) and NVIDIA Corporation (NVDA.US)offer favorable long-term investment opportunities and are benefiting countless industries. 1. Micron Technology, Inc. - Market cap: US$1.06 trillion - Quant rating: Strong Buy - Quant sector rank (as of October 30, 2026): 1 out of 544 - Quant industry rank (as of October 30, 2026): 1 out of 72 As one of the biggest names in technology, Micron, with tailwinds translating into accelerating revenue, superior profitability, and positive earnings revisions, is a leading global manufacturer of memory and storage solutions. It is an active member of SA's flagship portfolio Alpha Picks and has delivered nearly 400% returns to the portfolio since being added on October 15, 2025. Micron's positioning in advanced memory makes it a company worth evaluating as the AI infrastructure cycle continues. As memory demand scales, Micron's DRAM and NAND products cover a wide range of applications from computing devices to industrial uses. The company's continued technology leadership and pace of memory innovation allow it to shape AI capacity, deliver differentiated memory products, and benefit amid intense competition. Micron has repeatedly beaten earnings expectations, most recently with earnings per share of US$33.42, beating by US$1.60, and revenue of US$54.23 billion, up nearly 380% year over year. President and Chief Operating Officer Manish Bhatia expressed satisfaction with fiscal fourth-quarter 2026 results: "One source of our confidence is that the demand picture for 2027 is stronger than we previously thought. Of course, as we now have more SCA (Strategic Customer Agreement) conversations with customers, including extension terms already agreed, this also gives us more confidence over the long term. Combined, these give us a very strong outlook for demand through 2028." All of this is happening against a backdrop of intensifying competition and enormous capital expenditures required to maintain technology leadership. Strong industry demand does not eliminate the possibility of future oversupply. However, Micron's tiered positioning and evolving architecture are laying the groundwork for the future. If memory demand continues to exceed expectations and earnings estimates continue to rise, investors may increasingly look beyond AI processor manufacturers to companies supplying critical components. Although Micron maintains enormous quarterly momentum, it still trades at a considerable discount to sector peersforward non-GAAP PEG of 0.08x versus 1.19x for the sector. 2. NVIDIA Corporation - Market cap: US$5.16 trillion - Quant rating: Strong Buy - Quant sector rank (as of October 30, 2026): 5 out of 544 - Quant industry rank (as of October 30, 2026): 2 out of 72 Currently ranked second behind Micron, NVIDIA Corporation ranks second in its industry on a quantitative basis, and few companies are as closely tied to the AI revolution as NVIDIA Corporation. After a valuation reset, the stock's quant rating was recently upgraded from "Hold" to "Strong Buy," and its forward price-to-earnings ratio for the next 12 months has fallen below 20x. The company's GPUs, accelerated computing platforms, and supporting software ecosystem are the cornerstone of the modern AI infrastructure movement. As hyperscalers and enterprises race to expand capacity, NVIDIA Corporation remains the primary supplier of the technology needed to train and run complex AI models. Its competitive positioning includes the CUDA software ecosystem that helps optimize applications, and it offers Network-1 Technologies, Inc., integrated computing systems, and an expanding portfolio of enterprise AI solutions. In addition to second-quarter 2026 earnings per share of US$2.22, beating by US$0.13, and revenue of US$96.22 billion, up nearly 106% year over year, the company also delivered shareholder value through nearly US$26 billion in shareholder returnsa record. While NVIDIA Corporation dominates headlines and major index concentration, investors should still distinguish excellent business growth from the valuation they are willing to pay for that growth. Competition from other semiconductor companies, custom AI accelerators developed in-house by hyperscalers, export controls, and the sustainability of AI capital expenditures are all material risks. There are also smaller tech names within the semiconductor industry that can offer upside potential, many of which have been included in the PRO Quant Portfolioa weekly-rebalanced portfolio of 30 selected quantitative Strong Buy stocks spanning multiple regions and market-cap ranges. Diversification can be a lifesaver, and investors have already seen that even the most closely watched AI bellwethers can experience sharp volatility while delivering extraordinary earnings growth. Next are several attractive quantitative names powering the AI revolution. Top Energy and Industrial Stocks: Powering the AI Revolution and the Global Economy Power accessibility is critical for developers and tech companies, especially because AI data centers require massive amounts of reliable electricity to run advanced processors, storage systems, cooling infrastructure, and networking equipment. This creates opportunities in both traditional and alternative energy markets, which is why these two stocks have been included among quantitative Strong Buy names. Bloom Energy (BE.US) is more directly linked to data center power demand, while Marathon Oil Corporation (MPC.US) is directly tied to fuel demand and the evolving situation involving GEO Group Inc. Both are worth considering, but for different reasons. 3. Marathon Oil Corporation (MPC) - Market cap: US$121.46 billion - Quant rating: Strong Buy - Quant sector rank (as of October 30, 2026): 1 out of 230 - Quant industry rank (as of October 30, 2026): 1 out of 17 Marathon Oil Corporation is one of the largest U.S. refiners, with substantial refining and midstream assets, and offers an attractive opportunity outside technology. It is also a PRO Quant Portfolio member, delivering shareholder value through profitability, operational efficiency, and the ability to generate cash across different energy market environments, reflected in dividend safety and 14 consecutive years of dividend payments. Capital allocation is an important considerationstrong cash generation can support shareholder returns through dividends and buybacks, although the scale of returns depends on the operating environment and management decisions. MPC's solid dividend profile is also why the stock was added on June 3, 2026 to the new Quant Growth & Income Portfolioa systematic model focused on yield, growth, and safety, designed to outperform dividend ETFs. Marathon has delivered 63% returns for the QG&I portfolio, and recent GEO Group Inc tensions have reinforced the importance of global energy security. For refiners like MPC, the spread between crude input costs and refined product values is a key driver of profitability. When refined product markets tighten, refining margins can expand, supporting stronger earnings and cash flow. Marathon also benefits from its operating scale, infrastructure network, and exposure to the broader transportation and industrial economy. A strong balance sheet and performance are reflected in consecutive earnings beats, most recently second-quarter 2026 earnings per share of US$17.73, beating by US$3.78, and revenue of US$52.34 billion, up more than 53% year over year. Although the company maintains bullish momentum and industry-leading capital returns, it still trades at a relative discountforward non-GAAP PEG is 81.73% below the sector. So why include Marathon Oil Corporation in an article focused on AI FOMO? Because investors should not mistake an attractive investment environment for a requirement to hold only tech stocks. The expansion of AI infrastructure is occurring alongside massive investment in industrial facilities, logistics networks, transportation, and global energy systems. If economic activity remains resilient, refining margins stay favorable, and investors rotate toward companies with strong cash generation, drawing capital away from crowded tech trades, MPC could benefit from a post-midterm rally. For investors seeking broader economic cycle exposure, MPC offers an opportunity very different from semiconductor stocks. 4. Bloom Energy (BE) - Market cap: US$65.72 billion - Quant rating: Strong Buy - Quant sector rank (as of October 30, 2026): 4 out of 626 - Quant industry rank (as of October 30, 2026): 1 out of 17 One of the biggest bottlenecks facing the AI revolution is not chip availability but power availability. Bloom Energy offers exposure to the critical infrastructure needed for the AI buildout rather than to computing hardware itself. As tech companies invest heavily in new data centers, utilities and grid operators are under increasing pressure to deliver reliable power at the scale and speed required, which is exactly Bloom Energy's entry point. Building new transmission infrastructure and expanding grid capacity can take years. For companies looking to deploy AI computing infrastructure quickly, delays in securing adequate power create major operational challenges, and BE's solid oxide fuel cell systems can generate power closer to where it is used. Its distributed power solutions can serve as an alternative or supplement to traditional grid power and may be attractive to customers with large, time-sensitive power needs. Data centers are a particularly interesting opportunity. Unlike many traditional commercial buildings, AI data centers operate around the clock and require extremely high levels of power reliability. Outages are costly, and access to adequate power affects where facilities are built. Bloom's technology could help some customers address these challenges through on-site generation. Growing interest in resilient power infrastructure could also expand Bloom's addressable market beyond traditional commercial and industrial customers. Finally, larger projects and manufacturing scale-up could create opportunities for revenue growth and operating leverage. The company has a track record of consecutive beats, most recently third-quarter 2026 earnings per share of US$0.94, beating by US$0.27, and revenue of US$1.24 billion, up nearly 139% year over year, with bullish momentum. Healthcare: Finding Stocks Outside the AI Trade Combining health technology with AI-driven workflows to improve efficiency, the final stock represents an area where the company's own earnings progress, operational improvements, and shifts in investor sentiment open the door to options beyond semiconductor performance. An important lesson from past rallies is that leadership eventually broadens, and investors concentrated only in the hottest sectors miss opportunities in industries where fundamentals are improving. 5. Nutex Health (NUTX.US) - Market cap: US$1.44 billion - Quant rating: Strong Buy - Quant sector rank (as of October 30, 2026): 14 out of 928 - Quant industry rank (as of October 30, 2026): 1 out of 19 Nutex Health is a healthcare services company focused on micro-hospitals and related medical businesses. Unlike the chip and energy companies discussed above, Nutex's investment case is driven primarily by healthcare utilization, reimbursement mechanisms, operational execution, and the economics of its hospital network. Micro-hospitals represent a differentiated way of delivering healthcare services. These facilities are typically smaller than traditional hospitals and can provide emergency, inpatient, and other medical services in target markets. The model offers expansion opportunities, although profitability depends on patient demand, reimbursement rates, staffing, and facility-level operating performance. Nutex operates in a highly complex reimbursement environment, making revenue collection, payer relationships, regulatory changes, and operational efficiency especially important considerations. For investors, improvements in patient volumes and operating margins, if translated into sustainable cash flow and earnings growth, could be catalysts. NUTX has A-level scores across all factor grades, with diluted earnings per share up 172.78% year over year versus a sector median of 16.78%; its net margin (TTM) differs from the sector by more than 2,927%. This should not be a company evaluated merely because the broader market may rise after the midterm elections. Smaller healthcare companies can experience significant price swings when operating results improve, partnerships and joint ventures are established, and investor attention rises. A broader risk-on environment could provide a favorable backdrop, but company fundamentals must ultimately support the move. NUTX has shown enormous quarterly momentum, yet its GAAP price-to-earnings ratio still trades at a 70% discount. While Nutex represents a higher-risk opportunity outside direct AI exposure, along with my other four Strong Buy picks, I hope investors see that quantitative rating tools can help remove emotion and focus on fundamentals. Don't Let FOMO Replace Fundamentals Uncertainty drives markets, but monetary policy and global GEO Group Inc issues also matter. As the midterm elections approach, the market may experience another wave of AI enthusiasm, but sustainable investment performance ultimately depends on fundamentals, not headlines. Investors who remain focused on diversification, quality, earnings revisions, and risk-reward opportunities may be better positioned to navigate the volatility ahead. The next leg of the rally may be driven by companies that prove they can turn powerful industry tailwinds into stronger earnings and cash flow. And if history repeats itself, the period after the midterm elections could provide another compelling chapter for this bull market. These five recommended names have stronger fundamentals than some of the beaten-down stocks weighing on the Nasdaq and S&P 500, reflecting better growth rates and a solid valuation framework.