VIDEO: Vice president Vance in a message to to Israeli cabinet members:
โIf I was in the cabinet of the Israeli government, I might not be attacking the only powerful ally that I have left
2/3 of the defensive weapons that have protected your homeland have been built by American hands and paid for by American tax dollars.
The problem for Israel is not Donald J. Trump, and anybody in Israel who thinks their biggest problem is the President of the United States needs to wake up and smell the reality of the situation that country is inโ
Why does he always speak about the responsibility of the Europeans to accommodate the migrants, but never the responsibility of the migrant to not rape people or siphon tax dollars to their families back home?
Also, why do these fighting aged Muslim migrants need so much protection and lauding from the Pope? When will he stand up for the 250k rape victims of Pakistani migrants that just got released in Britain today?
Free alpha.
Next huge SMID-cap theme = information tech.
<$10B market cap. Room to run 100%+.
My systems & database keep lighting these names up. Charts so strong. Next beneficiary of the ai capex firehouse? I think yes.
$PENG, $KEEL, $INOD ...in that order rn.
$KEEL: a cup and handle setting up
The chart is the story. KEEL spiked to $6.60 last October, gave it all back into a deep six month base, bottomed near $1.68, then climbed all the way back to retest $6.45. That round trip is a cup. The pullback it's doing now, holding in the $5.20 to $5.66 zone, is the handle.
It sits above its 21, 50, and 200 day moving averages with RSI at a calm 61. Not overbought. Coiling under a clear line.
The catalyst people are watching is a rumored Amazon partnership. That is exactly the kind of news that takes a stock through the rim of a cup and handle.
One honest note: the handle has pulled back on heavy volume, not quiet volume, so there is real supply sitting at the old high. That makes the level simple.
The line is $6.45 to $6.60. A close and hold above it on volume is the breakout. Until then, it has to prove it.
Not financial advice. Do your own research.
$FSTR: a boring industrial quietly setting up
No AI angle here. L.B. Foster makes rail and infrastructure products. The kind of company nobody posts about. That's the point.
The business is turning. Q1 sales hit $121.1M, up 24% year over year, with the Rail segment up 38%. Net income swung positive. And the balance sheet got fixed: leverage dropped to 1.2x from 2.5x a year ago. Management reaffirmed full year guidance of $540M to $580M in sales. This is a real operational improvement, not a one quarter pop.
The chart matches the story. FSTR is up 99% on SPY over three months, then went quiet. It's now coiling in a tight, low volume base just under $25.28, with RSI cooled to 61. That's a stock resting, not topping. A move and hold above $25.28 is the trigger. The line in the sand below is roughly $23.47.
FinTwit is silent on it. Strength plus a real reason plus no crowd.
Not financial advice. Do your own research.
$AMKR : the quiet AI packaging breakout
Everyone's crowding into the obvious AI names. Amkor is the part nobody talks about: advanced packaging. It's the bottleneck of the entire AI chip supply chain. The compute exists. Getting it packaged at volume is the constraint.
The setup tells the story. AMKR closed Friday at $82.78, up 8.7%, breaking out to a new high on real volume. It's up 81% on SPY over three months. This isn't a chase. It's a leader clearing its line after a long quiet build.
The catalyst is concrete. At its May Investor Day, Amkor laid out an advanced packaging roadmap through 2030. It's expanding its Peoria, Arizona campus to build the first high volume advanced packaging plant on US soil, aimed straight at AI and HPC demand.
And the calendar is loaded: Q2 earnings ahead, TSMC's China symposium June 25, the Advanced Packaging Summit July 15.
Notably, the FinTwit crowd is silent on it. This is an institutional move, not a retail pump. That's the kind I like.
Not advice. Do your own research.