No pick this week, but a check-in on the Defiance Quantum ETF (QTUM) — up 47.8% over six months and beating the S&P 500 by 37.9%.

Western Digital is this week’s pick — the first storage company to deploy quantum-resistant security in production, with 183% gains this year and still room to grow.

Dell Technologies is this week’s pick — stellar earnings, a $51 billion backlog, and a 12.7% pullback bring it into value territory.

No pick this week as the S&P 500 closes at a record high for the ninth consecutive week — but Dell’s historic AI earnings sent shockwaves across the sector.

IBM is this week’s pick, coming off a 32.9% dip driven by AI disruption fears, with a rare trifecta of recovery, 10%+ weekly gain, and high volume — plus a quantum computing catalyst that changes the story.

Cardinal Health is this week’s pick after a seven-week drought, as the healthcare sector shows signs of a turnaround.

A solid week for the S&P 500 with a new record high set on May 8.