Clearfield (CLFD) is a buy as it provides essential fiber optic infrastructure, is poised to benefit from increasing data demand, and offers an opportunity due to temporary stock price weakness.
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The Great Rotation Has Begun… (2 Stocks To Buy Now)
Apr 15, 2026
The creator discusses a market rotation from hype-driven stocks to companies with real earnings and cash flow, highlighting two specific stocks: Belden (BDC) and Clearfield (CLFD). Belden is presented as a provider of essential networking infrastructure for industrial environments, benefiting from trends like automation and AI. Clearfield is highlighted for its role in fiber optic infrastructure, crucial for data transmission, and is seen as an opportunity due to temporary headwinds affecting its stock price. The creator emphasizes that these companies are overlooked but well-positioned to benefit from the ongoing market shift towards fundamental value.
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Belden (BDC) is a buy due to its essential role in networking infrastructure, improving margins, and being overlooked amidst a market rotation favoring fundamentals.