StockMaster Stephen

This does not constitute investment advice. The market is risky, and investment requires caution. Please make your own independent judgment.

[StockMaster Stephen @Stephen0816_]

Over the next few days, I will be updating my portfolio of top-performing and high-growth stocks.

If you're interested, feel free to message me to get access to these top stock picks (#NVDA #GOOG...), which I will share with everyone for free.

☎️☎️My phone number: [phone]

[StockMaster Stephen @Stephen0816_]

#PLAB

$PLAB
Photronics Q3 beat: Rev $216M (+2.7% YoY) vs $209M est, Adj EPS $0.50 vs $0.40. High-end IC hits record 44%. Q4 guide $207-227M rev, EPS $0.40-0.56. Premarket +18% to ~$34.6. Solid recovery play amid semi design rebound. Buy dips for LT upside to ~$42 tgt.

[StockMaster Stephen @Stephen0816_]

#SDOT

$SDOT(Sadot Group) saw wild swings: debt cleanup via $8 stock swaps fueled 100%+ surge, then -29% to $16.35. AI pivot (TradeOS/TradeIQ) & Nasdaq equity compliance are positives, but zero Q2 revenue, dilution risks, CFO exit & going-concern flags scream caution.

[StockMaster Stephen @Stephen0816_]

#PMI

Composite 56.0 (4yr high), Services 56.8, Mfg 53.2. Growth booming, jobs rising, inflation cooling—supports Q3 GDP near 3%. Nasdaq rebounded on data. Favor quality tech & services over pure cyclicals amid supply delays.

[StockMaster Stephen @Stephen0816_]

#QTTB

$QTTB(Q32 Bio) surged on positive Ph2a SIGNAL-AA data for bempikibart in severe alopecia areata—35.3% mean SALT drop, 40% hit SALT-20. $200M raise funds runway to Ph3 topline. MS initiates OW $34 PT.

[StockMaster Stephen @Stephen0816_]

#ANRO

$ANRO
(Alto Neuroscience) hits new 52-wk high ~$37 on strong momentum. Q2 EPS beat, $338M pro forma cash after $100M raise funds ALTO-207 TRD program thru 2030. PT ~$37-55.

[StockMaster Stephen @Stephen0816_]

#SYRE

$SYRE
(Spyre Therapeutics) stands out. Positive Ph2 SKYLINE data for SPY001/SPY002 in UC show best-in-class potential. SKYWAY enrollment complete; RA data due Sept, more catalysts Q4. $1.15B cash runway to 2029. Stock near highs after strong run. PT $110+.

[StockMaster Stephen @Stephen0816_]

#SYRE

$SYRE
(Spyre Therapeutics) stands out. Positive Ph2 SKYLINE data for SPY001/SPY002 in UC show best-in-class potential. SKYWAY enrollment complete; RA data due Sept, more catalysts Q4. $1.15B cash runway to 2029. Stock near highs after strong run. PT $110+.

[StockMaster Stephen @Stephen0816_]

#ORKA

$ORKA
(Oruka) holds $1.1B cash thru BLA. EVERLAST-B fully enrolled; key data Q3-Q4 2026 + Phase 3 H1’27. Strong PASI100 data, long-acting edge in PsO/HS. Targets $135+.

[StockMaster Stephen @Stephen0816_]

#ELOX

$ELOX
just raised $66M, uplisted to Nasdaq, cash $62M runway to mid-2028. Phase 2b exaluren for nonsense Alport starts Q3’26, data mid-’27. Orphan nod for ADPKD.

[StockMaster Stephen @Stephen0816_]

#HOOD

$HOOD
trading near $95-100 after crypto rally on Trump’s CLARITY Act push & White House summit. Q2: record $1.31B rev (+32%), EPS $0.62 beat. Equities/options/prediction markets offset crypto weakness.

[StockMaster Stephen @Stephen0816_]

#EL

$EL
Q4: sales $3.63B (+6%, organic +5%), adj EPS $0.39 beat Street. FY26 sales +5% to $15B, organic +3%, adj EPS +66% to $2.51. Margins expanding hard on PRGP restructuring. FY27 guide: organic sales 3-5%, adj EPS $3.10-3.35 (above consensus), op margin raised to 12.7-13.5%.

[StockMaster Stephen @Stephen0816_]

#AI

$TWST
surges 22%+ to new 52-wk high after Anthropic taps Twist as independent evaluator for AI protein designs via Claude. Q3 rev +23% to $118M record, guidance raised to $456-457M, Adj EBITDA breakeven eyed in Q4.

[StockMaster Stephen @Stephen0816_]

#CNC

$CNC
(Centene) Q2 crush—adj EPS $2.51 vs $1.09, rev $53.6B ↑10%. Raised FY26 adj EPS >$4.80. Margin recovery solid, HBR improved. CFO transition orderly (Asher out end-26, Neczypor in), guidance reaffirmed. ~$65, targets $70+.

[StockMaster Stephen @Stephen0816_]

#AI

$SHAZ
surges ~20% as $4.9B NVIDIA 6-yr deal & $8.8B backlog overshadow messy Q2 (rev $1.9M miss, big non-cash loss). Capacity to 212MW, revenue ramp Q3’26-27. Long-term AI infra thesis intact but execution risk high. Watch closely.

[StockMaster Stephen @Stephen0816_]

#QuantumComputing

$QNT
Quantinuum surges ~25% after Q2: revenue +279% YoY to $8M, FY26 guide raised to $28-32M. Oracle cloud deal deploys Helios for hybrid quantum-AI. $2.1B cash, but big losses remain. Quantum commercialization heating up���watch execution.

[StockMaster Stephen @Stephen0816_]

#NBIS #AI

$NBIS
crushed Q2: Rev $582M (+454% YoY), AI cloud +514% to $575M, adj. EBITDA $236M. 4 big $1B+ deals, TCV nearly 4x, power target up to 5GW. Demand still >> supply. Shares +20-30%. Solid AI infra play, but watch heavy capex & dilution.

[StockMaster Stephen @Stephen0816_]

$TISI

Team Inc Q2: Rev $228.7M (-8% YoY), Adj EBITDA $12.8M lower, net loss $6.8M. But FY26 guide $920-945M (+4% mid), GM +8%, EBITDA +16%. Cost cuts $8-15M targeted. Transformation focus lifts stock post-results. Turnaround watch.

[StockMaster Stephen @Stephen0816_]

$ALMR

Q2 beat: Rev $29.4M +82% YoY, EPS -$0.22, GM 60% high. FY26 $116-120M above Street. Shares +31% on consumables & Alz deal. Proteomics growth strong, still unprofitable. Bullish outlook.

[StockMaster Stephen @Stephen0816_]

$NESR

crushed Q2: Rev +59% YoY to $521M, Adj EPS $0.44 (beat), record Adj EBITDA $106M + strong FCF. Stock surges ~23% to ATH. Raises 2026 rev min to $2B, starts $0.10 Qtrly div in Q4 + buyback. MENA oilfield services executing hard despite regional noise. Solid growth setup.