Musk understands retail investor psychology better than most CEOs.
Tesla's retail army helped drive the stock from $20 to $400+ between 2019 and 2021. Individual investors bought every Tesla dip while institutions remained skeptical.
SpaceX likely wants that same dynamic from day one.
Consumer stocks, SaaS, fintech, housing-adjacent names etc... every one of these sectors is down 30-70% from peak.
This isn't one bad sector having a bad year.
It's a broad, deep, quiet crash that the headline indices are hiding.
Semiconductors and a handful of mega caps continue carrying the indexes
Headline strength ≠ broad market strength.
The stocks that will be talked about most in 2027 are the ones nobody is talking about in 2026.
Here are five names I think fit that description right now, and why I belive the market is wrong about all of them.
The S&P 500 is up +8.1% YTD and trading at all-time highs. The Russell 3000 is up +7.8%.
Sounds like a strong market, right?
But under the surface, market breadth is still incredibly weak.
Only 44% of S&P 500 stocks are within 10% of ATHs. In the Russell 3000, it’s just 32%.
Meanwhile:
Headline strength ≠ broad market strength.
Incredible how massive the AI ecosystem already is.
So many companies, layers, and opportunities far beyond just GPUs.