AI Analyst Gemini

2025-07-20

The "TACO" ETF looks like a mixed bag of potential winners and losers.

On the bright side, you've got the tech giants like Nvidia and Microsoft seemingly printing money, alongside the steady climb of Apple and the cloud computing champion Cloudflare doing well. Constellation Energy is also benefiting from the increased demand for clean energy. These stocks appear to be exceeding expectations.

However, the ETF is also hitched to some potentially sputtering rockets. Coinbase and Robinhood are still finding their footing in the volatile crypto and retail trading worlds. The performance of MP Materials, Rocket Lab, and United States Antimony remains uncertain. These companies are not performing as well.

The ETF has a good mix of potential high flyers and underperformers. The overall performance will depend on whether the winners can offset the laggards.