Austin Hayes

Daily U.S. stock ideas, market observations, watchlists and long-term compounder candidates. Not a financial advisor.

[Austin Hayes @AustinHayeailw]

I’ll say this once: keep these eight names close before the next move begins.

$IREN: Price $37 | Target $100
$WULF: Price $18 | Target $45
$ANET: Price $174 | Target $260
$CLS: Price $305 | Target $500
$CIEN: Price $391 | Target $550
$MRVL: Price $194 | Target $350
$COHR: Price $282 | Target $450
$FN: Price $476 | Target $700

The move is not obvious yet, but the next expansion phase is already taking shape.

Save the list and revisit it in 90 days. By then, early positioning could look painfully obvious.

[Austin Hayes @AustinHayeailw]

I’ll say this once.
Be positioned before the next 90-day reset.

$IREN is a $100 stock trading near $41
$RKLB is a $180 stock trading near $70
$PL is a $45 stock trading near $22
$RDW is a $25 stock trading near $9
$BKSY is a $45 stock trading near $23
$KTOS is a $100 stock trading near $49
$AVAV is a $250 stock trading near $159

Price gaps this large do not survive once execution becomes impossible to ignore.

Save this and come back in 3 months. Most people will understand the list only after the market has already repriced it.

[Austin Hayes @AustinHayeailw]

I’ll say this once: these eight setups are getting harder to ignore.

$APLD: Price $30 | Target $82
$VRT: Price $304 | Target $450
$COHR: Price $313 | Target $450
$FN: Price $518 | Target $700
$CLS: Price $335 | Target $500
$CIEN: Price $408 | Target $550
$MRVL: Price $209 | Target $350
$ETN: Price $415 | Target $520

The structure is already tightening before the next move becomes obvious.
Save the list and follow the setup before momentum turns early positioning into a crowded trade.

[Austin Hayes @AustinHayeailw]

I’ll say this once.
The next 90 days will expose these seven price gaps.

$CRWV is a $165 stock trading near $83
$OKLO is a $125 stock trading near $45
$VRT is a $450 stock trading near $301
$ETN is a $520 stock trading near $407
$GEV is a $1,250 stock trading near $985
$CEG is a $380 stock trading near $275
$PWR is a $800 stock trading near $643

Large gaps like these disappear once the market starts paying for execution.

Save this and come back in 3 months. Most people will understand the setup only after the prices make it obvious.

[Austin Hayes @AustinHayeailw]

I’ll say this once: these eight names are moving before the crowd understands why.

$NBIS: Price $218 | Target $360
$OKLO: Price $45 | Target $125
$ETN: Price $407 | Target $520
$GEV: Price $985 | Target $1,250
$CEG: Price $275 | Target $380
$PWR: Price $643 | Target $800
$BWXT: Price $175 | Target $250
$COHR: Price $312 | Target $450

The setup is no longer invisible, but the next repricing still is.
Save this list and follow the move before late money turns it into the trade everyone claims they saw coming.

[Austin Hayes @AustinHayeailw]

I’ll say this once.
These seven valuations will look different in 90 days.

$APLD is a $60 stock trading near $30
$RKLB is a $180 stock trading near $69
$SMR is a $45 stock trading near $9
$BWXT is a $250 stock trading near $173
$PL is a $45 stock trading near $23
$RDW is a $25 stock trading near $9
$AVAV is a $220 stock trading near $149

Large valuation gaps rarely survive once the market starts paying for execution.
Save this and come back in 3 months. Most investors will recognize the setup only after the rerating becomes impossible to ignore.

[Austin Hayes @AustinHayeailw]

I’ll say this once: keep these eight names on the screen before the next breakout.

$IREN: Price $41 | Target $100
$CRDO: Price $224 | Target $350
$ANET: Price $175 | Target $260
$COHR: Price $317 | Target $450
$FN: Price $527 | Target $700
$CLS: Price $340 | Target $500
$CIEN: Price $409 | Target $550
$VRT: Price $305 | Target $450

The move is starting to show, but the structure still matters more than the headline.
Save the list and follow the setup before momentum traders turn it into the obvious trade.

[Austin Hayes @AustinHayeailw]

I’ll say this once.
Be ready before July ends.

$CRWV is a $165 stock trading near $73
$OKLO is a $125 stock trading near $42
$SMR is a $45 stock trading near $8
$BWXT is a $250 stock trading near $170
$PL is a $45 stock trading near $22
$RDW is a $25 stock trading near $9
$KTOS is an $85 stock trading near $46

Price gaps this large rarely survive a full rotation.
Save this and come back in 3 months. Most investors will wait for the rerating before admitting the value was visible from the start.

[Austin Hayes @AustinHayeailw]

I’ll say this once: these eight setups matter before the move becomes obvious.

$NBIS: Price $183 | Target $360
$APLD: Price $28 | Target $60
$ANET: Price $169 | Target $260
$CRDO: Price $212 | Target $350
$COHR: Price $285 | Target $420
$FN: Price $494 | Target $650
$CLS: Price $307 | Target $450
$CIEN: Price $379 | Target $520

The chart is still noisy, but the recovery structure is already starting to matter.
Save the list and follow these names before confirmation turns opportunity into a crowded trade.

[Austin Hayes @AustinHayeailw]

I’ll say this once.
These seven price gaps will not survive the next rotation.

$NBIS is a $360 stock trading near $178
$ASTS is a $150 stock trading near $58
$PL is a $45 stock trading near $22
$RDW is a $25 stock trading near $8
$SMR is a $45 stock trading near $8
$BWXT is a $250 stock trading near $171
$AVAV is a $220 stock trading near $142

Setups this mispriced do not stay quiet once capital starts moving.
Save this and come back in 3 months. Most investors will understand the list only after the easiest part of the rerating is gone.

[Austin Hayes @AustinHayeailw]

I’ll say this once: watch these eight names before the market confirms the turn.

$CRWV: Price $73 | Target $165
$VRT: Price $290 | Target $450
$FN: Price $478 | Target $650
$CLS: Price $301 | Target $450
$COHR: Price $278 | Target $420
$CIEN: Price $374 | Target $520
$MRVL: Price $189 | Target $280
$PWR: Price $629 | Target $800

The move is not obvious yet, but the pieces are already lining up beneath the volatility.

Save the list and follow the structure before the crowd starts calling it momentum.

[Austin Hayes @AustinHayeailw]

I’ll say this once.
Be ready before August—the market will not offer these prices forever.

$APLD is a $60 stock trading near $26
$IREN is a $100 stock trading near $34
$WULF is a $45 stock trading near $18
$VRT is a $450 stock trading near $290
$ANET is a $260 stock trading near $169
$CRDO is a $350 stock trading near $203
$COHR is a $420 stock trading near $278

Mispricing this wide always looks uncomfortable before it looks obvious.
Save this and come back in 3 months. Most people will wait for higher prices before admitting the setup was sitting there all along.

[Austin Hayes @AustinHayeailw]

I’ll say this once.
Be positioned before August.

$OKLO is a $125 stock trading near $41
$RKLB is a $180 stock trading near $68
$SMR is a $45 stock trading near $8
$BWXT is a $250 stock trading near $171
$PL is a $45 stock trading near $22
$RDW is a $25 stock trading near $8
$AVAV is a $220 stock trading near $142

Price dislocations this large do not stay invisible for long.
Save this and come back in 3 months. Most investors will understand the opportunity only after the rerating is already underway.

[Austin Hayes @AustinHayeailw]

I’ll say this once: keep these eight names close before the next move begins.

$APLD: Price $26 | Target $60
$CRDO: Price $203 | Target $350
$ANET: Price $169 | Target $260
$COHR: Price $278 | Target $420
$CLS: Price $301 | Target $450
$FN: Price $478 | Target $650
$MRVL: Price $189 | Target $280
$CIEN: Price $374 | Target $520

The chart has not confirmed the turn yet, but the structure is already demanding attention.
Save the list and follow the reset before the crowd starts calling it a breakou

[Austin Hayes @AustinHayeailw]

I’ll say this once.

Build the watchlist before the market turns the pullback into a chase.

$NBIS is a $360 stock trading near $172
$ASTS is a $150 stock trading near $55
$PL is a $55 stock trading near $22
$RDW is a $25 stock trading near $8
$CRDO is a $350 stock trading near $208
$COHR is a $475 stock trading near $277
$ALAB is a $450 stock trading near $320

Large price gaps do not stay open forever.

Save this and come back in 3 months. Most people will understand the opportunity only after the rebound has already changed the conversation.

[Austin Hayes @AustinHayeailw]

I’ll say this once: these eight names are approaching the point where the setup becomes impossible to ignore.

$CRWV: Price $73 | Target $165
$OKLO: Price $42 | Target $125
$SMR: Price $7.64 | Target $30
$CEG: Price $252 | Target $360
$ETN: Price $396 | Target $520
$PWR: Price $631 | Target $800
$NVT: Price $154 | Target $220
$MOD: Price $226 | Target $330

The move is not obvious yet, but the power constraint is already shaping the next opportunity.
Save this list. The market may recognize the setup only after the cheapest entries are gone.

[Austin Hayes @AustinHayeailw]

I’ll say this once: don’t wait until August to build the list.

$CRWV is a $165 stock trading near $77
$RKLB is a $150 stock trading near $76
$CRDO is a $350 stock trading near $227
$ANET is a $285 stock trading near $170
$PL is a $55 stock trading near $24
$VRT is a $450 stock trading near $305
$WULF is a $45 stock trading near $19

Huge setups like this rarely stay mispriced forever.
Save this and come back in 3 months. When the move becomes obvious, the easiest entries may already be gone.

[Austin Hayes @AustinHayeailw]

Keep these names within reach before August arrives.

$CRDO: Price $227 | Target $350
$VRT: Price $305 | Target $450
$ANET: Price $172 | Target $285
$COHR: Price $299 | Target $475
$MRVL: Price $206 | Target $330
$CLS: Price $335 | Target $480
$FN: Price $487 | Target $650
$CIEN: Price $418 | Target $560

The setup is already taking shape, even if the market has not fully recognized it.
Save the levels. The first decisive move may happen faster than most investors expect.

[Austin Hayes @AustinHayeailw]

I’ll say this once: get there before August.

$RKLB is a $160 stock trading near $78
$ASTS is a $140 stock trading near $68
$PL is a $55 stock trading near $25
$RDW is a $28 stock trading near $9.7
$LUNR is a $40 stock trading near $15
$BKSY is a $55 stock trading near $25.6
$SPIR is a $32 stock trading near $14.5

The market does not need every name to move at once. It only needs the first few breakouts to change the entire conversation.
Save this and return in 3 months. By then, waiting for confirmation may already mean paying much more.

[Austin Hayes @AustinHayeailw]

Before August, these names deserve a permanent place on your screen.

$CEG: Price $256 | Target $420
$VST: Price $158 | Target $260
$NRG: Price $138 | Target $220
$TLN: Price $396 | Target $575
$GEV: Price $1,066 | Target $1,450
$VRT: Price $303 | Target $475
$ETN: Price $415 | Target $600
$PWR: Price $661 | Target $900

The move has not become obvious yet, but the capital requirements behind it are getting harder to ignore.
Save these levels. Once the crowd recognizes the constraint, the easy entries may already be gone.