Stock Club

#289: The Best Performing Stock in the S&P 500


Listen Later

The Magnificent Seven get all the love and attention, but it turns out 2025 is the year of hard drives. Western Digital (WDC) and its recent spinoff, Sandisk, are the best-performing stocks on the S&P 500.

After boosting nuclear energy, GPUs, and big data companies, the AI demand wave has now hit the digital storage space. For Western Digital, that translates to 51% year-over-year revenue growth and earnings per share (EPS) up 137%. Not bad for a company founded in 1970.

If hard drives don’t pique your interest, we also check in on the worst-performing stock of the year: Fiserv. Its unraveling includes dubious financial metrics, questionable leadership, and an unfortunate reliance on the Argentinian market. Tune in to hear all the juicy details.

Even better, Mike and Emmet pick which stock they’d rather invest in right now. It’s a brutal game of “Would you rather buy a pick-and-shovel business with an eye-watering valuation or a potential falling knife?”

To wrap up, you’ll also get a quick look at a new Prophet stock.

Our Horizon portfolio is a boutique service led by our co-founder and lead investor, Emmet Savage. According to 100-bagger expert Chris Mayer, “no one owns more 100-baggers than Emmet” and this week he has a particularly enticing stock.

To find out its name and lock-in an exclusive Horizon discount, email us at [email protected].

Become a successful investor by checking out all the content MyWallSt has to offer:

📩 Email us: [email protected]

📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7

💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/

🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/

🎉 Follow MyWallSt on social:

❌ X: @MyWallStHQ

💃 TikTok: @MyWallSt

📸 Instagram: @MyWallSt

🖥️ Facebook: @MyWallSt

👔 LinkedIn: MyWallSt

00:00 Intro07:51 Western Digital's Remarkable Year15:06 AI and Data Storage Boom22:29 Worst Performer of the Year: Fiserv28:32 Clover's Dubious Finances37:32 Where Would You Put $10,00041:06 Follow Prophet


...more
View all episodesView all episodes
Download on the App Store

Stock ClubBy MyWallSt

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

86 ratings


More shows like Stock Club

View all
Mad Money w/ Jim Cramer by CNBC

Mad Money w/ Jim Cramer

4,079 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,221 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,372 Listeners

Rule Breaker Investing by The Motley Fool

Rule Breaker Investing

945 Listeners

Investing Insights by Morningstar

Investing Insights

526 Listeners

Best Stocks Now with Bill Gunderson by Bill Gunderson

Best Stocks Now with Bill Gunderson

359 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

297 Listeners

The Investing for Beginners Podcast - Your Path to Financial Freedom by By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

The Investing for Beginners Podcast - Your Path to Financial Freedom

1,408 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

192 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

557 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,571 Listeners

Barron's Live by Barron's Live

Barron's Live

208 Listeners

Daily Stock Market News by Markus Heitkoetter

Daily Stock Market News

54 Listeners

Investing Experts by Seeking Alpha

Investing Experts

67 Listeners

Stock Market Today With IBD by Investor's Business Daily

Stock Market Today With IBD

42 Listeners