I'm buying $10 of a new stock every single day, and showing you every move live.
No paywall. No fake gurus. No "DM me for picks."
Just a real portfolio, built one $10 buy at a time, with every win and every loss tracked in the open at https://t.co/jlXr8d9Gl3.
Most investing content is built to impress you. Mine is built to teach you. Each day I research one company, buy ten bucks of it, and explain exactly why in plain English a total beginner can follow.
You see the reasoning. You see the receipts. You see it grow in real time.
The whole portfolio is live on the site right now. π Follow @tenaday_inv so you never miss a pick.
One Dutch company makes a machine nobody else on earth can build.
Our sixth rebuy: ASML $ASML.
ASML is the only company that makes EUV lithography machines, the room-sized systems that print the world's most advanced chips. No EUV, no AI chips. There is no second option.
Here's why we're adding more right now:
The monopoly keeps compounding. Its order backlog just hit a record above 45 billion euros, memory and logic customers are sold out through 2026, and it raised full-year guidance to 40 billion euros. It is now Europe's most valuable company.
Then this week's chip selloff knocked it 7% off its high, handing us a discount on the widest moat in technology.
That's how $ASML found its spot in our portfolio.
What's the closest thing to a true monopoly you can name? π
ACTION: Buy $10 of ASML β July 8, 2026
OPEN: $1.733.86 | 52H/52L: $1,999.96/$683.48 | FV: $2,345.00
SOURCE: https://t.co/LhZ7lmN2Q9
Every AI memory chip gets carved by this company's machines.
Meet Lam Research $LRCX: our Tuesday pick.
Lam builds the machines that etch and layer the microscopic circuitry inside chips. Its specialty is memory, the DRAM and NAND that AI systems devour by the truckload, and every new memory fab on earth needs its tools.
Here's why this stock is interesting right now:
The memory shortage is its jackpot. AI data centers are eating memory faster than the world can build it, so chipmakers are racing to add capacity, and Lam sells the picks and shovels. The stock has more than tripled in a year.
$LRCX's Revenue climbed 24% and profit jumped 40% last quarter, with analysts lifting targets toward $500. That's how it found its spot in our portfolio.
Would you buy a stock that already tripled? π
ACTION: Buy $10 of LRCX β July 7, 2026
OPEN: $325.47 | 52H/52L: $438.50/$90.94 | FV: $450.00
SOURCE: https://t.co/EsqDPXHvLQ
The spinning blades inside jet engines come from one company.
Meet Howmet Aerospace $HWM: our Monday pick.
Howmet makes the performance-critical parts that make flight possible: the turbine blades and airfoils inside jet engines that survive brutal heat without failing, plus fasteners, forgings, and truck wheels. It's the aerospace supercycle in one stock.
Here's why this stock is interesting right now:
Demand is surging on two fronts. Last quarter revenue jumped 19% and profit soared 69% as airlines rebuilt fleets, and its industrial gas turbines are now cashing in on AI data center power demand. Management raised full-year guidance and analysts keep lifting targets toward $340.
A moaty aerospace giant firing on all cylinders. That's how it found its spot in our portfolio.
Aerospace or AI, which boom lasts longer? π
ACTION: Buy $10 of HWM β July 6, 2026
OPEN: $270.41 | 52H/52L: $290.63/$169.45 | FV: $340.00
SOURCE: https://t.co/TyGVniEmqV
You can't build an AI chip without this company's machines.
Meet Applied Materials $AMAT: our Thursday pick.
Applied Materials makes the equipment that manufactures semiconductors, the deposition, etching, and inspection machines every chipmaker needs. Nvidia designs the chips, but AMAT builds the tools that bring them to life.
Here's why this stock is interesting right now:
Business is on fire. $AMAT's last quarter set a revenue record with the highest gross margins in 25 years, and management lifted its 2026 equipment-growth outlook above 30% while hiking the dividend 15%. It just launched new tools aimed at AI memory and chip packaging.
A picks-and-shovels giant of the entire AI chip boom. That's how it found its spot in our portfolio.
Chip designers or toolmakers, who wins the AI race? π
(Note: Action will go through July 6th, 2026)
OPEN: $656.69 | 52H/52L: $739.67/$154.46 | FV: $900.00
SOURCE: https://t.co/jROa91qeLJ
This company builds the brains behind America's factory robots.
Meet Rockwell Automation $ROK: our Wednesday pick.
Rockwell is the largest pure-play in factory automation, the controllers, drives, and software that make modern manufacturing run. As companies race to reshore production and wire AI into their factories, Rockwell sells the picks and shovels.
Here's why this stock is interesting right now:
Orders are surging. $ROK's lastquarter earnings beat by 13% on double-digit sales growth, driven by discrete manufacturing, data centers, and energy, and management raised full-year guidance. It also added a fresh $1 billion buyback.
A boring automation giant riding the factory-of-the-future boom. That's how it found its spot in our portfolio.
Will AI create more factory jobs or replace them? π
(Note: Action will go through July 6th, 2026)
OPEN: $481.97 | 52H/52L: $497.36 /$305.44 | FV: $525.00
SOURCE: https://t.co/4WcKYGApw5
One drug you've never heard of quietly makes this company billions.
Meet Neurocrine Biosciences $NBIX: our Tuesday pick.
Neurocrine is a rare thing in biotech: a drugmaker that actually turns a big profit. Its blockbuster INGREZZA treats the involuntary muscle movements caused by disorders like Huntington's, and it just added two new growth drugs for rare conditions.
Here's why this stock is interesting right now:
Business is booming. $NBIX's last quarter sales jumped 44% to a record $811 million, and earnings crushed estimates by nearly two-thirds. Every recent analyst revision has moved higher, a $2.9 billion acquisition added a third drug, and the pipeline has major readouts coming.
A profitable biotech firing on all cylinders. That's how it found its spot in our portfolio.
Steady biotech or moonshot, which would you bet on? π
ACTION: Buy $10 of NBIX β June 30, 2026
OPEN: $170.59 | 52H/52L: $171.00/$117.40 | FV: $221.00
SOURCE: https://t.co/CzV2x2mn0b
This company makes the aluminum in your soda can and your airplane.
Our fifth rebuy: Constellium $CSTM.
Constellium turns aluminum, much of it recycled, into beverage cans, car body panels, crash structures, and aerospace parts. A boring materials business riding three booms at once: lighter cars, packaging, and a surging aerospace cycle.
Here's why we're adding more right now:
The numbers are on fire. $CSTM's last quarter set records, with EBITDA up 93% and a big earnings beat, and management raised guidance and launched a $300 million buyback. It just signed a multi-year Airbus deal, yet still trades at a cheap ~16x earnings, below Wall Street's targets.
A recycled-aluminum machine still on sale. That's how it found its spot in our portfolio.
What everyday object surprises you with what's inside it? π
ACTION: Buy $10 of CSTM β June 29, 2026
OPEN: $31.53 | 52H/52L: $36.99/$13.04 | FV: $40.00
SOURCE: https://t.co/qeyruAaZWH
Every AI chip has to pass this company's test before it ships.
Our fourth rebuy: Teradyne $TER.
Teradyne makes the machines that test semiconductors, the final checkpoint every chip clears before it lands in a phone, a car, or an AI data center. As AI chips get more complex, testing them gets harder, which is exactly Teradyne's edge.
Here's why we're adding more right now:
The AI tailwind is roaring. $TER's last quarter revenue jumped 87% and earnings soared 241%, and this week BofA slammed its target up to $525 from $365 while naming it a top pick. We're up nearly 30% and the story keeps getting bigger.
A quiet gatekeeper of the entire chip industry. That's how it found its spot in our portfolio.
Making the chips or testing them, which matters more? π
ACTION: Buy $10 of TER β June 25, 2026
OPEN: $454.00 | 52H/52L: $463.60/$88.60 | FV: $525.00
SOURCE: https://t.co/d9dtQ0Dh91
This company makes the tiny fuse protecting almost every device you own.
Meet Littelfuse $LFUS: our Wednesday pick.
Littelfuse makes circuit protection, the fuses, sensors, and chips that keep electronics from frying themselves, across cars, data centers, EVs, factories, and renewables. An unglamorous part nobody notices until it's missing, in billions of devices.
Here's why this stock is interesting right now:
Demand is surging. $LFUS's last quarter sales jumped 18% and earnings beat by 16%, driven by data centers, grids, and renewables, and management raised its outlook. The stock sits near an all-time high, and Baird just lifted its target to $535.
A boring 100-year-old fuse maker riding the electrification wave. That's how it found its spot in our portfolio.
What tiny part do you never think about but couldn't live without? π
(Note: Action will go through June 25, 2026)
OPEN: $466.96 | 52H/52L: $500.57/$220.16 | FV: $535.00
SOURCE: https://t.co/CHqo6DvcCO
This bank has paid dividends longer than Canada has existed.
Our third rebuy: Bank of Montreal $BMO.
BMO is one of Canada's "Big Five" banks, a 200-year-old institution quietly building a big, fast-growing US business across the Midwest and California. We own it, it's up 27%, and it just gave us a fresh reason to add.
Here's why we're adding more right now:
The latest quarter was a standout. $BMO's earnings beat expectations, return on equity jumped to 13.5%, and management hiked the dividend by another 5%. The stock just broke out to an all-time high, with analysts racing to upgrade it.
A rock-solid dividend bank compounding on both sides of the border. That's how it found its spot in our portfolio.
What's the most boring stock that's quietly made you money? π
(Note: Action will go through June 24, 2026
OPEN: $173.16 | 52H/52L: $174.10/$106.20 | FV: $180.00
SOURCE: https://t.co/thmjPc6MCG
Nvidia's CEO just told the world to buy this chip stock.
Meet Qualcomm $QCOM: our Monday pick.
You know Qualcomm for the chips in your phone, but it's quietly reinventing itself, pushing into self-driving cars, AI laptops, smart glasses, and now AI data centers. The smartphone giant is becoming an everything-AI company.
Here's why this stock is interesting right now:
The pivot is paying off. Automotive revenue jumped 38%, Jensen Huang publicly endorsed the stock, and $QCOM is reportedly buying an AI chip startup for up to $10 billion. With a big investor day on June 24 set to unveil its data center plans, JPMorgan just leapt to a $265 target.
A phone-chip giant betting big on AI. That's how it found its spot in our portfolio.
Qualcomm's AI pivot, real comeback or too late? π
ACTION: Buy $10 of QCOM β June 22, 2026
OPEN: $225.45 | 52H/52L: $259.92/$121.99 | FV: $265.00
SOURCE: https://t.co/yNcJQSyv4n
This company stocks the electrical guts of the entire AI buildout.
Meet WESCO International $WCC: our Thursday pick.
WESCO is a giant distributor of electrical, data center, and utility gear, the company contractors call for the wire, power equipment, and network hardware behind everything from power grids to server farms. When the buildout booms, so does WESCO's order book.
Here's why this stock is interesting right now:
The tailwinds are stacking up. $WCC just bought a data center cooling business, landed grid-services wins, and is riding surging power demand. The stock has doubled in a year, and analysts are piling in, with DA Davidson starting coverage at Buy with a $440 target.
Wired into nearly every AI data center and power grid project around. That's how it found its spot in our portfolio.
What's the most essential company nobody ever talks about? π
(Note: Action will go through June 22, 2026)
OPEN: $365.36 | 52H/52L: $377.90/$175.05 | FV: $440.00
SOURCE: https://t.co/fPNEIQ9jJz
This company quietly arms the world's data centers, and it just hit a record high.
Meet TD SYNNEX $SNX: our Wednesday pick.
SNX is the giant middleman of tech, the distributor that moves servers, storage, networking, and security gear from manufacturers into the data centers and businesses that need them. As the AI buildout accelerates, more of it flows through SNX.
Here's why this stock is interesting right now:
The momentum is exploding. Last quarter earnings jumped 69% year over year, its fourth straight beat, powered by its Hyve data center hardware arm. The stock is up over 100% in a year, and analysts keep chasing it, with BofA lifting its target to $320.
A boring tech middleman quietly riding the AI wave. That's how it found its spot in our portfolio.
Chipmaker, or the company that ships the chips, which would you own? π
(Note: Action will go through June 22, 2026)
OPEN: $287.95 | 52H/52L: $291.01/$123.28 | FV: $320.00
SOURCE: https://t.co/1HUuCZkdh4
The invisible middleman behind your electronics just crushed earnings.
Meet Arrow Electronics $ARW: our Tuesday pick.
Arrow is one of the world's largest distributors of electronic components, the giant middleman connecting thousands of chipmakers to the companies building everything from cars to data centers. When the electronics cycle turns up, Arrow turns up with it.
Here's why this stock is interesting right now:
The turn is here. $ARW's quarter sales jumped 39% to $9.5 billion and earnings blew past estimates by 85%, driven by booming AI and data center demand. Management launched a $1 billion buyback, and the stock still trades at just 13 times earnings near a 52-week high.
A boring supply-chain giant quietly riding the AI boom. That's how it found its spot in our portfolio.
Would you rather own a hyped AI stock or a cheap one like this? π
ACTION: Buy $10 of ARW β June 16, 2026
OPEN: $226.78 | 52H/52L: $233.30/$101.79 | FV: $260.00
SOURCE: https://t.co/1Nj4FwOdOx
We're buying more of the AI stock that just went on sale.
Our second-ever rebuy: Coherent $COHR.
Coherent makes the optical transceivers and lasers that move data as light inside AI data centers, the plumbing the whole AI buildout runs on. We bought it two weeks ago, and this month's sector pullback gave us a chance to add to a name we already love.
Here's why we're adding more right now:
The story only got stronger. $COHR's AI optical orders are booked solid through 2028, Nvidia holds a $2 billion stake, and when the stock dipped this month, JPMorgan called it a buying opportunity. Datacenter sales are now 75% of the business.
A Nvidia-backed bottleneck in AI, on sale today. That's how it found its spot in our portfolio.
What's a stock you'd buy more of on a dip? π
(Note: Action will go through on June 16, 2026)
OPEN: $423.74 | 52H/52L: $440.00/$77.84 | FV: $465.00
SOURCE: https://t.co/NdTQ6AvNfU
Every AI data center starts with this company moving the dirt.
Meet Sterling Infrastructure $STRL: our Funky Friday pick.
Sterling does the unglamorous groundwork behind big builds, the grading, excavation, and concrete foundations that have to happen before a data center, highway, or warehouse can exist. As the AI buildout explodes, it's become a picks-and-shovels play one layer deeper than the chips.
Here's why this stock is interesting right now:
Demand is booming. Last quarter $STRL crushed earnings, beating estimates by over 50%, and raised full-year guidance toward $17 in EPS. Wall Street keeps chasing it higher, with Oppenheimer and KeyBanc lifting targets above $920. That's how it found its spot in our portfolio.π
What's a "boring" company you think is secretly an AI winner? π
ACTION: Buy $10 of STRL β June 12, 2026
OPEN: $853.82 | 52H/52L: $1,005.15/$197.73 | FV: $950.00
SOURCE: https://t.co/0uRa6rbXrz
A serial billionaire built this trucking empire.
Meet XPO $XPO: our Thursday pick.
$XPO runs one of North America's largest less-than-truckload fleets, the trucks behind nearly everything you buy. Founded by famed dealmaker Brad Jacobs, it spun off its other businesses to become a pure-play trucking machine.
Here's why this stock is interesting right now:
$XPO keeps squeezing more profit from every shipment through sharper pricing and a younger fleet. It beat expectations again last quarter, and Wall Street piled on with target hikes, Wells Fargo to $250 and BMO to $245.
It's a freight recovery waiting to happen, with the stock near a 52-week high. That's how it found its spot in our portfolio.
ACTION: Buy $10 of XPO β June 11, 2026
OPEN: $219.32 | 52H/52L: $232/$116.68 | FV: $250.00
SOURCE: https://t.co/Hocti0XTQB
For the first time ever, we're buying more of a stock we already own.
Our first rebuy: ON Semiconductor $ON.
ON Semiconductor makes the power chips that move electricity efficiently, and its silicon carbide technology is now one of the few credible ways to handle the enormous power demand of AI data centers. We bought it back in April and we're already up nearly 40%.
Here's why we're adding more right now:
The AI power story is accelerating. $ON beat earnings last quarter on strong AI data center demand, guided this quarter above expectations, and analysts are racing to raise targets, with B. Riley upgrading to Buy at $115. The company is also buying back $3 billion of its own stock.
And the timing works: after more than doubling in the past year, $ON has pulled back about 15% from its high. When a stock we believe in goes on sale, we add to it.
ACTION: Buy $10 of ON β June 10, 2026
OPEN: $115.10 | 52H/52L: $134.92/$44.56 | FV: $140.00
SOURCE: https://t.co/GzF25Cm7O2
For only the third time ever, we're hitting the sell button.
Meet Cheniere Energy $LNG: our latest sell.
Cheniere is the largest exporter of liquefied natural gas in the United States. They cool natural gas into liquid and ship it worldwide, and we bought them riding last spring's global energy crunch.
Here's why we're selling:
The trade has run its course. The energy surge that powered our buy has cooled, the stock has drifted below what we paid, and the momentum that made it attractive has flipped against us. Cheniere is still a solid company, but our research no longer supports holding it here.
That is the discipline. We don't marry a position just because we liked it once, the same call we made on RTX and LMT. Taking the small loss and moving on is how you protect the winners.
ACTION: Sell $9.17 of $LNG β June 9, 2026