StockChaser

Fundamentals → charts → levels → plan | value, growth & speculative stocks | clear entries, targets, catalysts & invalidations | NFA

[StockChaser @StockChaser_]

As you should know by now, we called the top and the bottom on $ASTS

The correction has been clean and the structure looks healthy

Now I see the possibility of primary Wave 3 starting Target: $259, a +330% move from current levels

The only thing that would invalidate this is a new lower low under $52

NFA

[StockChaser @StockChaser_]

$LEU is currently the answer to the future US nuclear supply chain

Within nuclear power, the focus is shifting to SMRs over classical nuclear plants due to
• Lower upfront costs
• Faster build times
• Passive safety systems

Companies such as:
$OKLO
$NNE
$BWXT
. . .

Require a material whose supply chain is still underdeveloped
→ HALEU: high-assay low-enriched uranium (enriched between 5% and 20%)

$LEU is currently the main answer to that problem

Today, Centrus is mainly a nuclear-fuel merchant

It buys enrichment from suppliers such as TENEX and Orano, then sells:
• SWU enrichment services
• Uranium
• Enriched uranium product

Under medium and long-term contracts with nuclear utilities

Currently profits are driven by the existing LEU business

The future thesis is that Centrus transforms from a merchant into a domestic producer of:
• LEU for existing reactors
• HALEU for advanced reactors (very limited qualifications)
• US-origin uranium for national-security missions

Centrus’ qualifications are difficult to replicate:

• Only US facility licensed to produce HALEU
• Only deployment-ready US-origin enrichment technology
• Operating 16-centrifuge demonstration cascade
• >1,900 kg of HALEU UF6 produced
• Existing facilities in Ohio and Tennessee
• Fluor as EPC partner

But the demonstration cascade is not yet a commercial plant

The biggest challenge is moving from 16 operating centrifuges to the high-rate manufacturing and operation of thousands

The expansion plan targets:
• First new capacity: 2029
• HALEU capacity: 12 MT/year sometime after 2030
• Additional LEU capacity to support existing reactors and feed the HALEU cascades

They got a $900M fixed-price DOE HALEU contract which was bullish for funding

Commercial validation is building:
• X-energy: Definitive LEU + HALEU agreement with prepayments and deliveries beginning in 2030
• Oklo: LOI covering up to 5 Aurora powerhouses with potential deliveries from 2029
• Oklo: Exploring a HALEU deconversion JV beside the Piketon plant
• TerraPower: MOU supporting the Natrium reactor
• KHNP + POSCO: Exploring investment in the Ohio expansion

The reported backlog is $4.5B, but it needs to be separated:

• LEU backlog: $3.7B
• Contingent expansion commitments: $3B
• Definitive but still contingent: $2.4B
• Existing non-contingent obligations: roughly $700M
• Technical Solutions backlog: $800M (should be partly discounted)

That final $800M should be heavily discounted because DOE does not currently intend to exercise the old HALEU production options

The potential is enormous if Centrus becomes the US-owned supplier serving commercial reactors, advanced reactors and national security

The stock has pulled back significantly, are you bullish $LEU?

[StockChaser @StockChaser_]

Another descending wedge on $ACHR

Looks like we've already got the retest, and so far it's holding

Let's see what happens next

NFA

[StockChaser @StockChaser_]

$HIMS at $27 will sound like a missed opportunity in the years ahead

Especially when it's trading above $100

Not financial advice

[StockChaser @StockChaser_]

We called the start of Wave 3 on $NBIS at $98

We called the top of Wave 3 at $279

We mapped the Wave 4 levels and the pullback played out perfectly, bouncing right off the 0.618 fib

Now I expect the move to Wave 5

Target: $407

The whole structure mapped from the beginning
Not bad

NFA

[StockChaser @StockChaser_]

35K followers

That was our end of year goal for 2026
We reached it in September

When I started this account I was just a guy from Spain who believed retail investors deserved better

Better analysis, better education, better tools

And somehow, you found me

This number means more than I can put into words

Because behind every follow is a person who trusted me with something important, their time and their attention

I don't take that lightly, I never will

New goal: 80K by end of 2027

We're just getting started

Thank you, every single one of you 🙏

SC

[StockChaser @StockChaser_]

$GRAB broke down lower

And now it's sitting at important support, with a valuation of
• 3.3x PS
• 26.7x PE

$GRAB is essentially the "Uber + DoorDash + a neobank" of Southeast Asia

They operate on 3 core pillars

DELIVERIES
→ GrabFood
→ GrabMart
→ GrabExpress
→ GrabAds

MOBILITY
→ GrabCar
→ GrabTaxi
→ GrabBike
→ Corporate mobility

FINANCIAL SERVICES
→ Lending
→ PayLater
→ Insurance
→ Payments
→ Digital banking

The expansion vectors are well known
• Taiwan → first market outside Southeast Asia if foodpanda deal closes
• Autonomous vehicles → Grab targeting thousands of AVs with partners by 2030
• Superbank → Grab now controls >50%

There are also rumors of a possible GoTo merger (not confirmed)

A Grab + GoTo combination could control 90% of Singapore and Indonesian ride-hailing
• Thought this comes with regulatory risk

What are your thoughts on $GRAB?

[StockChaser @StockChaser_]

$MU vs $SNDK: both trade near 7x forward earnings

The question is clear: cheap or a peak-cycle trap?

Memory contract exploded (and continue to climb):
• Q1: DRAM +90–95%, NAND +55–60% QoQ
• Q2: DRAM +58–63%, NAND +70–75%
• Q3E: DRAM +13–18%, NAND +10–15%

Since Q4 2025, it implies roughly
• DRAM: +239–275%
• NAND: +190–222%

Micron’s latest quarter:

• DRAM pricing: +low-60s% QoQ
• NAND pricing: +mid-80s%
• Gross margin: 84.9%
• Next-quarter revenue guide: $50B ±$1B

Sandisk:

• Revenue: +51% QoQ
• 2/3 of growth came from pricing
• Datacenter revenue: +103%
• Gross margin: 84.6%
• Next-quarter revenue guide: $10.3–10.8B

Compare that with the normal 20-40% non-peak margins

This pricing is what is causing earnings to explode and continue to climb sharply
• $MU: 22.0x PE | 6.8x forward PE
• $SNDK: 22.1x PE | 7.6x forward PE

The most important information to answer the question is visibility beyond 2026

Micron expects both DRAM and NAND conditions to remain tight beyond calendar 2027

It has signed 16 take-or-pay customer agreements, generally running through 2030:

• Cover 20% of DRAM volume
• Cover 1/3 of NAND volume
• 14 agreements represent $100B of minimum contracted revenue
• Backed by $22B in deposits and financial commitments
• Pricing floors are designed to support gross margins well above Micron’s peaks in previous cycles

Sandisk has also signed long-term agreements with eight customers:

• Cover 50% of FY2027 bits
• Cover 2/3 of FY2028 bits
• Include committed volumes
• Structured pricing mechanisms
• Minimum financial guarantees

This means that even though these are peak-cycle margins, they are expected to continue into 2027-2028

Would you own $MU and $SNDK

[StockChaser @StockChaser_]

Everyone is talking about the CLARITY Act

But what does it ACTUALLY change for crypto?

The biggest issue it tries to solve:

SECURITY
vs
COMMODITY

For years, crypto companies haven't had a clear answer on which regulator controls what

CLARITY would create a framework where:

• SEC → token fundraising + investment contracts
• CFTC → spot markets for qualifying digital commodities
• Exchanges → registration + custody + customer-protection rules
• Issuers → clearer disclosure + fundraising requirements
• DeFi → clearer rules around when intermediaries fall under regulation

Why is this important?

Because regulatory status determines:
→ Who can issue tokens
→ Where they can trade
→ Which exchanges can list them
→ What disclosures are required
→ Which regulator has jurisdiction

This could create a regulatory pathway for assets such as $ETH, $SOL and $XRP to be treated as commodities

The House already passed it 294–134

Now the Senate needs 60 votes to advance it on September 15

If it passes, it would be the biggest structural changes crypto has ever seen

[StockChaser @StockChaser_]

$AMPX didn't just reach the cup-and-handle target, it went even higher

Now price has pulled back to a better valuation

And unlike many “next-generation battery” companies, Amprius already has positive gross margins at its scale

Amprius silicon-anode cells can deliver:

• Up to 500 Wh/kg
• Longer drone flight times
• Higher payload capacity
• Rapid charging
• Much higher energy density than conventional graphite cells

But the KEY is understanding its two platforms:

SiMaxx
→ Proprietary silicon-nanowire technology
→ Extreme performance
→ More specialized manufacturing

SiCore
→ Conventional manufacturing equipment
→ Outsourced production
→ >2GWh annual capacity access

SiCore is the real growth engine today

Recent commercial wins:

• $24M European drone order
• $21M electric-mobility order
• $100M+ multi-year agreement with Stark Future
• $18.1M Defense Innovation Unit contract

$AMPX is currently trading at 9.9x end-2026 revenue

What are your thoughts?

[StockChaser @StockChaser_]

False breakout on $ETH

Couldn't hold above the breakout level, back into the consolidation phase

No problem
The structure is still intact

NFA

[StockChaser @StockChaser_]

You have $100K and can only invest in one stock for the next 5 years

Which one are you picking?

Drop it below 👇

[StockChaser @StockChaser_]

$DELL ended up reaching our extended wave 3 target

From our first mention in January 2025: +425%

The move went much futher than we expected

The original turnaround thesis was simple: AI server demand which
• Re-accelerates growth
• Recovers margins

Q1 + Q2 FY27 were the strongest accelerants

Q2:

• Revenue: $46.97B, +58% YoY
• Adj. EPS: $7.04, +203%
• GAAP gross margin: 20.9% vs 17.8% Q1

AI data-center
• AI-server orders: record $60.9B
• AI-server revenue: record $16.4B (+100% YoY)
• AI-server backlog: record $95B (+85% QoQ)

• Traditional servers/networking: $10.5B (+122% YoY)
• Storage: $4.85B (+26% YoY)

Guidance was also raised higher
• FY27 revenue: $167B → $192B
• FY27 AI-server revenue: $60B → $74B
• FY27 non-GAAP EPS: $17.90 → $25.50

After the push, we are more interested in a retracement lower

Do you think $DELL goes lower or higher first?

[StockChaser @StockChaser_]

Weekly recaps dropping today, and this week is special

35% OFF ANNUAL, NO CODE NEEDED, EXPIRES SEPTEMBER 18TH

Deep technical + fundamental analysis on:

$SPY
$GRAB
$CRWV
$BABA
$TE
$SOFI
$CIFR
$AAOI

Link in bio

[StockChaser @StockChaser_]

$TE is down 40% over the past six months

Now check institutional ownership over that same period

They've been loading while price has been falling

Cheap shares, smart money accumulating

NFA

[StockChaser @StockChaser_]

$NIO showing an initial good reaction at the 0.887 fib level

If it continues holding here, this could be the bottom

Next target: a move toward the 50 MA

NFA

[StockChaser @StockChaser_]

This was and still is the only $ETH chart you need

[StockChaser @StockChaser_]

Nearly nobody is talking about the opportunity $NFLX is offering at current levels around $70

For me it's a no brainer long term

I'll be quoting this tweet one day

Remember this

NFA

[StockChaser @StockChaser_]

Most people watch price action all day
And wonder why they can't hold anything long term

Because every time you watch, you give the price permission to change your mind

Conviction isn't built by watching price action

It's built by doing the research before the move, and trusting it when the price moves against you

Watch your thesis, not the price

[StockChaser @StockChaser_]

$ASML reached our Wave 3 target, a +150% move since we shared the chart

It has since pulled back, which is exactly what we expected

Wave 4 corrective move in play, this is healthy structure

The levels I'm watching for the correction:
The 0.382 and 0.5 fib levels

NFA