peter dalgaard

[Leif | Investing @LeifInvests]

Warren Buffett said, “Be greedy when others are fearful.” 🐐

Here are 5 stocks in fear but with an excellent long-term outlook. 👇🧵

$ORCL | $147 | Cloud Growth Leader🔥
• Close to Liberation Day Lows
• Fwd P/E: 18x
• PEG: 0.65

[Mykhailo Rohoza @MykhailoRohoza]

The "Needle of Koschei" of Russia's Energy Sector

In the Yamal tundra, near the Pravaya Khetta River, lies what is considered the most vulnerable point in Russia's gas industry — the "Yamal Cross." At this tiny junction, 17 major gas pipelines, each 1.2–1.4 meters in diameter, intersect. Under enormous pressure (54–100 atmospheres), they carry thousands of cubic meters of natural gas every hour.

If anything were to happen there, 57% of Russia's electricity generation could disappear.

The consequences for Russia's domestic infrastructure would be catastrophic. This single hub handles 85% of all the natural gas produced in Russia. Disrupting it would immediately leave vast regions without power. The energy systems of the Urals and European Russia would face rolling blackouts, while the country's largest industrial plants and factories would be left without electricity and heat.

[Serenity @aleabitoreddit]

Here's the humanoid exposure crowdsourced list:

- $OUST
- Rainbow Robotics (277810)
- $AMBA
- Ubtech Robotics
- $MKA
- Nextronics
- $SYM
- Harmonic Drive (6324)
- $VPG
- Beijing Geekplus
- $MBLY
- $ARBE
- Nabtesco (6268)
- $SERV
- $HSYDF
- Robotstrategy
- $ZBRA
- $CATL
- $ABB
- $BOT
- Unitree (not public yet)
- $LSCC
- Esunny Robot (300024)
- $NOVT
- $RR
- $PDY
- Hesai (2525)
- $SHA.DE
- $XBOT
- $XPEV
- $BAM
- $ALNT
- 6268.T
- $AMBQ
- $ATOM
- $MRAM
- $ISRG
- $HLIT
- Robosense (2498)
- $HG
- $ACUVI
- $CGNX
- $KLIC
- $BSL
- $AEVA
- $AUR
- $CTH.V
- $IMSR
- $NEO
- $KDK
- $MRLN
- $KITT
- $INDI
- $NOVT

Off the top of my head:

Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most.

Will start doing DD into mentions.

[Shay Boloor @StockSavvyShay]

$AMBA up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras.

Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible.

[Serenity @aleabitoreddit]

$SIVE is raising ~$61M (600M SEK) to expand manufacturing capacity for InP lasers and optical amplifiers.

Sivers operates as a fab-lite model so this is likely hinting at foundry allocation/scaling for CW DFB laser ramp across Jabil, and their other partners.

It could also point to broader foundry allocation/scaling beyond the already announced WIN partnership.

My feedback is that it's very bullish if it's comprised of long-only institutions and there's no heavy discount (30 day VWAP). Otherwise, would need to reaccess if there's arb or short term investors.

This is the perfect time to get ideal strategic investors like $GFS on the cap table. As well as focusing on having more US institutional support.

Especially considering $56M is a small check to a single US institution that want photonics exposure (eg. look at Poet's $400M registered direct offering for sentiment).

A lot of it is "it depends when more info comes out", but this looks like a very positive signal for mass production given Siver's fab-lite models.

[CK Capital @CKCapitalxx]

Humanoid stocks are going on insane runs in the last 2 days.

$OUST up 40%
$AMBA up 33%
$VPG up 15%
$BOT up 15%

Just to name a few.

[CK Capital @CKCapitalxx]

Agility Robotics is going public through $CCXI, and you just have to look at who is backing it.

$NVDA. $AMZN. $SFTBY. Foxconn. $SONY.

When the biggest names in AI, cloud, and manufacturing all put money into the same humanoid company, the investor list tells you most of what you need to know.

Their robot Digit is already working in warehouses for $AMZN, Toyota, and GXO, with over $300 million in binding orders for the next gen v5.

$NVDA even chose Agility as the launch partner for its Halos physical AI safety system.

Once the merger closes it becomes the first US-listed pure-play humanoid company under the ticker AGLT.

It is still a SPAC, so there is deal risk, dilution, and lockups to keep in mind, and the company is pre profit. But the combination of real deployments, a real order book, and that caliber of backing is rare this early.

When $NVDA, $AMZN, and SoftBank all line up behind the same humanoid bet, the investments say enough.

[CK Capital @CKCapitalxx]

$CCXI is one of the more interesting humanoid plays out there right now.

It is the SPAC merging with Agility Robotics, and once it closes it becomes the first pure-play US-listed humanoid robotics company under the ticker AGLT. That is rare.

There is almost no way to own a direct humanoid bet in the public market today, and this would be one.

And Agility is real. Their robot Digit is already working in warehouses with over 65,000 hours of deployment, and they have more than $300 million in contracted orders for the next-gen v5.

The backers say it all too, NVIDIA, Amazon, SoftBank, and Foxconn are all in.

It is still a SPAC, so there is deal risk, dilution, and lockups to keep in mind, and Agility is still pre profit.

But if humanoids play out the way the biggest companies on earth are betting, a pure play with real deployments and this caliber of backing could be one of the defining stocks of the next 5 to 10 years.

Definitely one I am watching.

[AskLivermore @asklivermore]

Wall Street is literally telling you what to buy. 60+ upgrades in a single month.

Every major bank raised targets or upgraded ratings:

AI Chips: $NVDA $AVGO $AMD $ARM $MRVL $INTC
AI Infra: $CRWV $APP $CRDO $CBRS $VRT $WULF
Software: $IBM $CRM $DDOG $PLTR $SNPS $ZS
Cyber: $PANW
Consumer: $TSLA $META $RBLX $UBER $CAVA $CROX $CMG $WBD $TGT
Financials: $AXP $COF $XYZ $HOOD
Space & defense: $RTX $GD $GE $RKLB $HONA
Healthcare: $UNH $CYTK $MDT $ARGX $IONS
Energy & industrials: $FCEL $URI $NUE
Robotics: $SYM

[Investing visuals @InvestingVisual]

AI stock are absolutely blazing in 2026🔥

Top 3:
1 - $SNDK +604%
2 - SK Hynix +295%
3 - $MU +238%

[StockWhale @thestockwhale]

Micron $MU and Sandisk $SNDK are both amazing companies. They will keep going up in the future. But I do believe better buying opportunities will present itself.

Looks like we're in a series of 3's, 4's, and 5's for both $MU and $SNDK in terms of wave structure. Each new marginal high is coming with some bearish divergence.

Stay patient, and go all-in once the cycle takes a breather.

[SON LAİK BÜKÜCÜ 🇹🇷 @TheLaikYobaz]

Almanya’da etkili olan aşırı sıcaklar nedeniyle tren rayları genleşerek büküldü. Bazı bölgelerde tramvay seferleri durduruldu.

Avrupa resmen bitmiş...

[Michael | Hypermarkets @itsmichaelluu]

RIGHT NOW, there's 23 stocks ON SALE that will hit all time highs in less than 12 months:

1. $ORCL -56.9% — Cloud backbone for AI workloads, multicloud demand just getting started

2. $NOW -53.3% — AI workflow automation leader, enterprise adoption still in early innings

3. $PLTR -45.6% — AI analytics leader for defense/enterprise, deep moat compounding fast

4. $META -30.8% — AI-driven ad engine plus frontier AI platform buildout accelerating

5. $MSFT -32.9% — Azure + Copilot powering enterprise AI demand across every industry

6. $BE -26.6% — Powers AI data centers as electricity demand surges nationwide

7. $AVGO -25.9% — Custom AI silicon and networking essential to hyperscaler buildouts

8. $TSLA -23.9% — AI, robotics, and energy storage stack multiple growth engines

9. $GOOG -16.9% — Gemini AI leadership, massive cloud scale, unmatched data moat

10. $AMZN -16.5% — AWS is core AI cloud infra, logistics reinforce long-term lead

11. $ASTS -46.6% — Satellite-to-phone network unlocks massive global connectivity TAM

12. $CRWV -44.6% — AI infrastructure provider scaling fast with expanding customer base

13. $IREN -38.6% — GPU cloud hosting riding the AI compute capacity boom

14. $NBIS -20.2% — AI cloud infra company benefiting from enterprise digital transformation

15. $NVDA -18.5% — King of AI chips, CUDA ecosystem moat keeps widening

16. $LITE -50.3% — Optical networking critical for high-speed AI data center links

17. $AAOI -55.5% — Optical components leader as AI centers need more bandwidth

18. $RKLB -47.6% — Rocket launches enable satellites, defense, and global internet access

19. $IONQ -51.0% — Quantum computing pioneer positioned for future AI breakthroughs

20. $HOOD -47.5% — Retail trading, crypto, prediction markets driving user growth

21. $SMCI -50.8% — AI server leader riding GPU server and liquid cooling demand

22. $AMD -7.9% — Fresh 52-week high last week, MI450 ramp and hyperscaler deals stacking

23. $ANET -12.3% — Near highs on AI fabric demand, every GPU cluster needs this network

Remember, JULY is a considered the most bullish month for the last 20 years with average gain of 2.4% on SPY.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 1000% buy and hold play right now.

[Oli @OInvests]

$BE - Bloom Energy.

Down 18.5% on Friday alone. Here’s why and why Monday could be a buying opportunity.

FTSE Russell confirmed $BE graduated from the small-cap Russell 2000 directly into the large-cap Russell 1000 after Friday’s close.

The selling was entirely mechanical - thousands of passive funds tracking the Russell 2000 were legally forced to sell 100% of their $BE holdings by Friday’s close. Programmatic selling. Zero fundamental reasoning behind it.

The catalyst for the upgrade - massive AI data centre power agreements. The company grew too large for small-cap designation.

This is the same $BE that signed a $2.6B 10-year deal with $NBIS to supply 328MW of on-site fuel cell power, bypassing grid queues entirely.

Now it moves into Russell 1000 large-cap index funds. New institutional buyers are mandated to add it.

Mechanical selling created a temporary discount. Fundamental picture unchanged.

This is on my radar for Monday. 👀

NFA

[Shay Boloor @StockSavvyShay]

Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer

• $CRWV ~$66.9B revenue w/ 68% EBITDA margins
• $NBIS ~$39.7B revenue w/ 90% EBITDA margins
• $IREN ~$10.9B revenue w/ 74% EBITDA margins
• $WULF ~$4.3B revenue w/ 70% EBITDA margins
• $DOCN ~$3.1B revenue w/ 63% EBITDA margins
• $CIFR ~$1.5B revenue w/ 31% EBITDA margins
• $APLD ~$521M revenue w/ 48% EBITDA margins

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

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

Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX ~2.6x
• $KLAC ~2.4x
• $AMAT ~2.2x
• $ARM ~1.9x
• $ASML ~1.7x
• $ANET ~1.7x
• $LITE ~1.1x
• $TSM ~1.1x
• $COHR ~1.0x
• $AMD ~0.8x
• $CRDO ~0.7x
• $NVDA ~0.7x
• $MRVL ~0.6x
• $AAOI ~0.6x
• $AVGO ~0.5x
• $ON ~0.4x
• $MU ~0.2x
• $SNDK ~0.2x

[Investing visuals @InvestingVisual]

$MU vs $HXSCL: The king and queen of memory.

[Shay Boloor @StockSavvyShay]

HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRVL +214%
11. $DELL +213%
12. $ARM +206%
13. $BE +191%
14. $DOCN +190%
15. $NBIS +187%