Dana Jones

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means growth may be mispriced
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ARM ~2.5x
• $INTC ~1.8x
• $ANET ~1.7x
• $ALAB ~1.6x
• $KLAC ~1.3x
• $LRCX ~1.3x
• $ASML ~1.0x
• $AMAT ~0.9x
• $LITE ~0.8x
• $TSM ~0.7x
• $AMD ~0.7x
• $COHR ~0.6x
• $CRDO ~0.5x
• $NVDA ~0.5x
• $MRVL ~0.4x
��� $ON ~0.4x
• $AVGO ~0.3x
• $SNDK ~0.2x
• $SKHY ~0.2x
• $AAOI ~0.2x
• $MU ~0.1x

Semiconductors are looking VERY cheap right now with two-thirds of these names trading below a 1x PEG over next three years...

[なぁさん｜ストレッチ @PU_nakata]

首の重さを感じる日は、まず呼吸が楽な範囲で動かしましょう。今日の体調に合わせてどうぞ。

[Shay Boloor @StockSavvyShay]

Citizens Bank thinks $TSLA Optimus could eventually go after a ~$1.7T U.S. labor market with ~$300B of work already realistic in factories, warehouses and back-of-house jobs.

Whats even more wild is that a humanoid is modeled at ~$5/hour versus ~$35/hour for a human worker with payback in under ~18 months.

That gives Tesla a massive advantage as the first customer because it can lower its own labor costs while proving Optimus works before selling it into the broader market.

[Karl Matt Button │ Apex Fitness Adv. @KarlApexFit]

One resistance band.

That's all it takes to train every muscle group — hotel room, airport gym, or living room.

After 17 years coaching high performers on the road — here are 41 resistance band exercises organized by muscle group.

Bookmark this. You'll need it.

= Thread =

[ETF Tracker @TheETFTracker]

$BOTZ invests globally in robotics and AI companies, spanning industrial automation, non-industrial robots, and autonomous vehicles.

Here are some stats you should know:

Expense Ratio: 0.68%
Assets Under Management: $3.31B
Launched: September 12, 2016
Number of Holdings: 62
Listed on: Nasdaq
Distribution Frequency: Semi-Annually

Top Holdings:
Keyence 10.59% weighting
ABB $ABBN 9.33%
FANUC 9.13%
NVIDIA $NVDA 8.85%
Intuitive Surgical $ISRG 5.75%
SMC 4.60%
Shenzhen Inovance Technology 4.23%
Daifuku 3.23%
Cognex $CGNX 2.45%
Aurora Innovation $AUR 2.40%

Sector Allocation:
Industrials - 45.2%
Information Technology - 37.1%
Health Care - 8.1%
Communication Services - 4.3%
Consumer Discretionary - 3.4%
Energy - 1.8%
Materials - 0.1%

Performance (average annual return):
1 year: +16.24% 🟢
3 years: +9.96% 🟢
5 years: +1.82% 🟢
Since launch: +10.46% 🟢

[Value Investing Edge @StonkValue]

These 10 stocks will dominate entire market in the long run.

1. $TE | Second-largest American-owned solar module maker by U.S. capacity. Key catalyst is Austin solar-cell production launch.

2. $NBIS | Full-stack AI cloud and GPU infrastructure provider.

3. $PLTR | AI software leader serving governments and enterprises. Q2 2026 revenue surging 93% YoY.

4. $HOOD | Global financial brokerage, crypto, prediction markets and private markets.

5. $AAOI | U.S.-based optical networking supplier powering AI data centers. Key catalyst is its 800G volume ramp and expanding 1.6T transceiver production capacity.

6. $IREN | Vertically integrated AI cloud and data-center operator.

7. $CIFR | Industrial-scale AI and HPC data-center developer transitioning beyond Bitcoin mining. Key catalyst is initial Barber Lake and Black Pearl capacity delivery expected in September 2026.

8. $CCXI | Humanoid-robotics leader Agility Robotics.

9. $SNDK | NAND flash and enterprise SSD leader benefiting from AI-driven storage demand.

[Jack @jackcoder0]

Apple CarPlay is installed in 800+ million vehicles worldwide.

Most drivers use it for 3 things: Maps. Music. Phone calls.

That's a fully integrated car operating system doing the job of a $20 phone mount and a Bluetooth speaker.

CarPlay in 2026 has widgets that predict your next destination, calendar integration that auto-navigates to meetings, smart home controls that open your garage before you arrive, Siri automations that run 5 actions at departure, a Driving Focus mode that silences everything except emergencies, and offline maps that work in zero-signal dead zones.

A sales rep who drives 30,000 miles a year told me: "I spend 2-3 hours a day in my car. For 4 years I used CarPlay for directions and Spotify. Then a friend who works at Apple showed me 11 features I'd never touched. My car became a mobile office. My commute became productive time. I haven't missed a meeting, forgotten an errand, or answered a spam call in my car since."

Here are 11 CarPlay features that turn your commute from dead time into productive time 🧵

[Market Maven @MajidTulsh32058]

July Watchlist 👀

1 $AMPG – Share buyback.

2 $NCRA – Fresh split, PR expected, potential trading halt.

3 $LHAI – Two PRs in the pipeline. Needs to reclaim $1.50+.

4 $NBIS – Down 25%. Watching for a rebound.

5 $CRWV – Looking for an $80+ swing.

6 $MU – Crushed 25%. Trump likes the name, so it's on my radar.

7 $BATL / $SKYQ – Watching both oil names.

8 $ONFO – PR expected, but I'm not overly bullish here.

9 $NVTS – Sold off hard on the patent infringement news. Watching the reaction.

10 $CLRO – Yesterday's runner. High CTB and zero shares available to borrow.

#11 $IREN / $ONDS – Swing trade setups.

#12 $KEEL / $FCEL – Swing trade candidates.

Let's see which ones deliver this month. 📈

[TheSixTrader 🇨🇦 @Gmanct1b]

Highest Conviction Long Term Stocks 💫

$ASTS - Strong Buy - Direct-to-Cell Growth Story
$RKLB - Strong Buy - Space Infrastructure Leader
$IREN - Strong Buy - AI & Bitcoin Exposure
$AVGO - Strong Buy - AI Semiconductor Leader
$NBIS - Strong Buy - AI Data Center Opportunity
$AAOI - Strong Buy - Optical Networking Growth
$MRVL - Strong Buy - AI Connectivity Theme
$CIFR - Strong Buy - High Growth Potential
$RCAT - Strong Buy - Defense & Drone Sector
$NOW - Strong Buy - Enterprise Software Leader
$ONDS - Buy - Recovery & Turnaround Potential
$OPEN - Buy - Long-Term Housing Tech Play
$HYLN - Buy - Undervalued Energy Technology
$KEEL - Speculative Buy - Early Growth Potential

🚀 These are some of the companies I continue to have the highest conviction in over the long term. Most are positioned in sectors I believe will see significant growth over the next decade, including AI, space, defense, digital infrastructure, and emerging technologies.

📊 Building wealth is rarely about finding the next stock that doubles overnight. It’s often about identifying strong businesses early, accumulating shares over time, and allowing long-term trends to play out.

💰 Market volatility can create opportunities. Pullbacks and periods of uncertainty are often where the best risk-to-reward entries are found for investors with patience and conviction.

⚠�� Not financial advice. Always do your own research, manage risk appropriately, and invest according to your own goals and time horizon.

🔥 Join my FREE Discord for live alerts, watchlists, market analysis, and a growing community of traders focused on finding the next big opportunities.

https://t.co/IObt2TAQfF

[Michael | Hypermarkets @itsmichaelluu]

2 years ago, I called out $ASTS
at $2. It spiked 6500% to $130+

My target for $SPCX is at least $1000+ in 2027.

Right now, $MU is the most obvious play. Its earnings is on June 24.

I already explained why these still 10x-20x:

$MU — AI memory demand is exploding. HBM supply can't keep up with NVDA.

$TE — Every AI data center needs connectors. TE is the backbone nobody talks about. (Leopold call)

$KEEL — Defense AI contracts are ramping. This small cap is massively underpriced right now. (Leopold call)

$SNOW — Data cloud is the picks-and-shovels of every enterprise AI rollout.

$QCOM — Edge AI chips will be in every phone. Qualcomm owns that entire market.

$AAOI — Optical interconnects are the new bottleneck. AAOI is positioned perfectly inside data centers.

$RXT — Managed cloud services are accelerating. Enterprises are outsourcing AI infrastructure fast. (Love this one)

$RKLB — Rocket Lab launches are accelerating. Space economy buildout is just getting started.

♻️ RESHARE this post and write 1 comment, I'll DM you my exact 1000% play for
$MU for earnings.

[TheSixTrader 🇨🇦 @Gmanct1b]

$AVGO - Strong Buy - Discount
$ASTS - Strong Buy - Space Theme
$IREN - Strong Buy - High Upside Potential
$MRVL - Strong Buy
$RKLB - Strong Buy - Space Theme
$AAOI - Strong Buy
$ONDS - Strong Buy - Discounted Price
$NOW - Strong Buy
$RCAT - Strong Buy - Undervalued
$NBIS - Strong Buy
$OPEN - Strong Buy
$SIDU - Strong Buy - Small Cap/Space
$CIFR - Strong Buy
$HYLN - Strong Buy
$POWI - Strong Buy
$OSCR - Buy
$KRKNF - Buy
$KEEL - Strong Buy
$EOS.AX - Strong Buy
$ASST - Buy - Crypto Treasury Play

🚀 These are some of my favorite long term conviction names at current levels. Many are trading well below what I believe their future value could be if execution remains strong and sector trends continue to develop.

📈 The biggest returns are often made by identifying quality companies early, building positions patiently, and holding through volatility.

⚠️ Always do your own research before investing. Consider scaling into positions over time, taking advantage of pullbacks, and lowering your average cost on market weakness rather than chasing strength.

[Danny Naz @ThePupOfWallSt]

Nuclear is turning into one of the cleaner AI infrastructure read-throughs.

AI data centers need absurd amounts of reliable power. Solar and wind help, but they don’t solve the baseload problem. That’s why nuclear keeps coming back into the conversation.

The trade isn’t just one lane either.

Upstream uranium:
$CCJ $UEC $DNN $NXE $UUUU $LEU

SMR / reactor development:
$SMR $OKLO $BWXT $NNE $XE

Power providers:
$CEG $VST $TLN $DUK $EXC $NEE $SO

Grid / electrical equipment:
$GEV $ETN $EMR $HON $GHM

The market is starting to understand that AI doesn’t just need chips.

It needs power.

And nuclear might be one of the few solutions big enough to matter.

[Michael | Hypermarkets @itsmichaelluu]

My notes on POWER AND COOLING bottleneck companies:

❄️AI POWER & COOLING PLATFORMS

1. $VRT ~$327 | Avg PT ~$600.

Stock up 291% in a year; 25 analysts see more upside on record $15B backlog and 30% revenue growth.

2. $ETN ~$391 | Avg PT~$450.

Record Q1 2026 revenue of $7.5B; raised full-year guidance on surging data center and electrical infrastructure demand.

3. $SU (Schneider) ~$276 | Avg PT ~$300.

Strong Buy consensus; largest global AI power & cooling player by revenue, not directly accessible to most US retail investors.

🔋 POWER GENERATION — Grid/Utilities

4. $CEG ~$294 | Avg PT ~$366.

Strong Buy; 24% upside seen as nuclear + Calpine acquisition creates America's largest private power producer.

5. $VST ~$156 | Avg PT ~$225.

Strong Buy consensus with 44% implied upside; signed 2.1 GW nuclear deal with Meta, upgraded to investment grade by Fitch.

6. $NEE ~$90 | Avg PT ~$100.

Buy rated; $67B Dominion acquisition pending, which would create the world's largest regulated utility. StockAnalysis

🔋 BACKUP GENERATION

7. $GEV ~$1036 | Avg PT ~$1,300.

Buy consensus with 16% upside; $GS PT $1,328 on record $163B backlog and AI-driven electrification demand.

8. $CAT ~$880 | Avg PT ~$1000.

Record $63B backlog; Power & Energy revenue up 41% in Q1 2026 — AI generator demand is the structural story now.

9. $CMI ~$640 | Avg PT ~$560.

Buy consensus; data center generator exposure growing alongside core industrial recovery cycle.

⚡ DISTRIBUTED POWER

10. $BE ~$282 | Avg PT ~$217

Up 240% in 2026; record $20B backlog, Oracle 2.8 GW fuel cell deal but RBC still sees further upside despite stretched valuation.

11. $ENR (Siemens Energy) ~$134

Buy rated globally. Switchgear and grid equipment leader benefiting from same data center buildout tailwinds as peers.

⚡ELECTRICAL INFRASTRUCTURE & DISTRIBUTION

12. $ETN see above (dominant across switchgear, UPS, and power distribution)

13. $ABB (ABBNY) ~$60

Strong Buy from European desks. Switchgear/grid equipment key beneficiary of global power infrastructure buildout.

🌡️ COOLING INFRASTRUCTURE — Air Cooling

14. $TT (Trane) ~$450 | Avg PT ~$500.

Buy consensus; data center HVAC bookings "off the charts" per CEO; Q1 organic bookings +24% with record backlog.

15. $CARR ~$64 | Avg PT ~$80.

Buy rated, 19% upside seen; data center orders up 500%+ the market just hasn't rewarded it yet.

16. $JCI ~$139 | Avg PT ~$150.

Stock up 44% in a year; Morgan Stanley PT $140 on surging data center cooling backlog and Q2 orders +30% YoY.

❄️ LIQUID COOLING

17. $NVT ~$169 | Avg PT ~$165 (stock above target).

Strong Buy; Q1 revenue +53%, EPS +63%, raised growth guidance to 26-28% Citi PT $187, Barclays $190.

18. $MOD ~$261 | Avg PT ~$266.

Strong Buy; data center sales up 78% YoY pure-play liquid cooling with GLJ Research street-high $290 PT.

🔌 POWER DISTRIBUTION

19. $LR (Legrand) ~$150

European Buy consensus. Data center PDU and power distribution specialist; underowned by US investors.

♻️ RESHARE this list and make 1 comment, I'll share you the #1 BOTTLE NECK stock under $10 right now.

[Equity investor @equitydd]

Photonics Powering The AI Revolution

$MXL $CRDO $LITE $AAOI $FN
$MRVL $COHR $MTSI $AXTI

[Elyra Future Tech @TechElyra]

🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).

Here are 10 insane Gemini prompts that replace $4,000/month Bloomberg terminals:

(Save this 🔖 you’ll need it later)

[Market Maven @MajidTulsh32058]

The next wave of multi-millionaires will position themselves in every major future sector.

Those who listen to me will very likely achieve financial freedom and retire in the next 5-10 years.
Here are the top 3 stocks in every core sector for the next decade:AI Compute: $NVDA, $AMD, $AVGO

Semiconductor Manufacturing: $TSM, $ASML, $AMAT
Networking & Connectivity: $MRVL, $ANET, $CRDO
AI Infrastructure: $IREN, $VRT, $NBIS
Nuclear Energy: $OKLO, $SMR, $NNE
Robotics & Automation: $TSLA, $SYM, $OUST
Autonomous Flight: $ACHR, $JOBY, $EH
Space Economy: RKLB, $ASTS, $LUNR
Quantum Computing: $IONQ, $RGTI, $QBTS
Position early and let time do the compounding.
Are you ready to get on board?

🔥I just updated next week’s watchlist. Click the Telegram link in my profile and send “77” to unlock the latest watchlist, entry setups, and market alerts.

[Drake on Digital @drakeondigital]

$NOK $ERIC are the Trojan horse for connectivity (turnings radio cell towers into to mini data centers)

$BB is the Trojan horse for edge compute in EVs,cars,robotics (private networks)

$QCOM is the Trojan horse for edge compute on phones/ personal devices

$HLIT is the Trojan horse when it comes to edge compute connectivity for broadband cable

I like these the best for the rerating

Some others that kind of already rerated

$HPE or $DELL: Enterprise edge servers and ruggedized solutions for telco/edge deployments.

$MRVL - Networking semiconductors for edge switches, data processing units (DPUs), and automotive/5G infrastructure. Good for the “in-between” connectivity + compute layer.

Some older slow growers but will prolly get some love

$AMT One of the biggest pure-play tower operators aggressively pushing edge colocation and micro data centers at tower sites. (Didn’t Renate yet but Obviously these guys are much larger and held down by lower growth businesses but will prolly get a bid eventually) $SBAC is also another one with more us exposure
These are basically REITs for cell towers so will be less cyclical but also less beta for upside

$HON : Deep in industrial edge AI — rugged devices, sensors, and control systems for factories, energy, and robotics. I also like they have an upcoming spin off