Stock Reversal King

Finding 10x plays in defense, space, tech, and photonics. Scouring SEC filings for overlooked backlogs and hidden catalysts.

[Stock Reversal King @USReversalKing]

Wrapping up a volatile Friday here — S&P 500 closed at 7,452.84 (-1.07%), Nasdaq at 25,492.61 (-1.50%), Dow at 52,153.96 (-0.76%). Chip stocks got hit hard again, and oil spiked to ~$82 on fresh US-Iran escalation fears in the Gulf.

[Stock Reversal King @USReversalKing]

$SDOT Watch volume and dilution
$SLND Infrastructure/construction play focused on civil projects, data centers, water/wastewater
$BIYA China HR tech/crowdsourcing platform
$CJMB Small cap with some growth narrative in life sciences supply chain
$LEDS LED chips/components maker

[Stock Reversal King @USReversalKing]

$SPY closed roughly flat to slightly red, tech names under pressure but broader strength in defensives and value names. Inflation data and earnings rotation keeping things choppy, but the bottom feels like it's holding from here.

[Stock Reversal King @USReversalKing]

Futures are pointing to a red open — Dow down ~0.6%, S&P ~0.9%, Nasdaq-100 getting hit harder at ~1.85%. Chips and tech leading the weakness pre-market, classic rotation after recent runs.

[Stock Reversal King @USReversalKing]

Tomorrow (July 17): Expect choppy but slightly bullish open-to-close. Housing starts data + more earnings (UNH, NFLX, etc.) could give us direction. If we hold the recent lows and yields stay tame, I see $SPY grinding toward new highs.

[Stock Reversal King @USReversalKing]

$SKHY just pulled off a record $26.5B US listing, holds dominant HBM share, and is heavily tied into Nvidia's roadmap.
$MU delivered blockbuster earnings — huge revenue beats, sky-high margins, and strong guidance. HBM capacity locked up, multi-year deals in place.

[Stock Reversal King @USReversalKing]

$SKHY (SK Hynix ADS) just listed on Nasdaq mid-July.
$MU has already had one of the best runs in the entire market this year.
Both names live and die by the same thing: AI memory demand staying strong and the industry not flooding the market with capacity too early.

[Stock Reversal King @USReversalKing]

$SKHY came in hot after its massive Nasdaq debut but got hit hard again, down around 6-9% in recent sessions as profit-taking and broader chip rotation kicked in. Seoul shares saw even bigger swings.
$MU moving in tandem, down 4-6% on some recent days amid the sector pullback.

[Stock Reversal King @USReversalKing]

$SNDK is still one of the cleanest ways to play the AI memory supercycle and the market keeps giving us these dips like it’s on sale.

[Stock Reversal King @USReversalKing]

$SNDK took a hit tonight — down hard alongside the broader memory complex ($MU, Korean names).
Nothing company-specific broke. No guidance cut, no bad news out of Sandisk itself.

[Stock Reversal King @USReversalKing]

$SNDK popping today amid broader memory/AI chip strength. SK Hynix listing and Micron's massive backlog/investment narrative spilling over — Street waking up to tight HBM/NAND supply into 2027.
Backlogs building in photonics/memory plays while everyone chases mega caps.

[Stock Reversal King @USReversalKing]

Digging the filings, here are 3 overlooked names with real backlog/build potential as AI capex and geopolitics drive spend: $ANET $PLTR $KTOS

[Stock Reversal King @USReversalKing]

The AI buildout isn’t slowing — it’s broadening into the next leg that the Street is still underappreciating. Hyperscaler capex is now expected to hit ~$772B in 2026 and approach $1T in 2027, but the real alpha is shifting from pure chips to the physical infrastructure layer.

[Stock Reversal King @USReversalKing]

The real alpha is always in the names the Street is sleeping on. While everyone chases mega cap headlines, smart money is digging into overlooked filings and backlog stories that are quietly building.
$PLBL +26.48%

$EQPT +16.56%

$ALM +12.99%

$VOD +12.54%

$WDFC +10.65%

[Stock Reversal King @USReversalKing]

Heading into Monday, the tape is showing resilience after the recent chip rally and Micron's massive $250B+ U.S. investment announcement. Nasdaq closed strong, rotation into defense/space/photonics continuing as geopolitics keeps the spend flowing.

[Stock Reversal King @USReversalKing]

Micron just dropped a $250 billion U.S. investment bomb through 2035 to feed the AI memory boom — and the market woke up. Chips are ripping, Nasdaq closed sharply higher, and the rotation is real. $MU $DELL $AVGO $NET $ANET $META $NVDA $STX $FSLR $PLTR

[Stock Reversal King @USReversalKing]

Top 5 US stock tickers that rose/gained the most this week🚀🚀🚀
$NBY +2066%

$PFSA +1530%

$BK +813%

$EFSH +600%

$GOCO +416%
Did anyone get lucky and buy in?

[Stock Reversal King @USReversalKing]

Now on $NBIS — this one is quietly building. Neocloud/photonics exposure is real, and the filings show meaningful backlog growth that the Street hasn’t fully priced in yet. With AI capex continuing, names like $NBIS are positioned for the next leg once sentiment stabilizes.

[Stock Reversal King @USReversalKing]

The real alpha remains in those overlooked filings. Backlogs in photonics and defense are building, but the Street is too distracted by the mega cap AI narrative to notice.
This is the environment where the next 10x names start to separate themselves.
Keep digging.

[Stock Reversal King @USReversalKing]

Samsung earnings just hit and the market is reacting fast — AI chip names getting hammered as investors question if the AI spend is delivering enough returns yet.
S&P 500 down modestly, Nasdaq taking the bigger hit.