Avgo earnings potential upside 

I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$

Sharon Ai will be under strong resistance at this  range . Chances for consolidation in this week

BULLISH@Bovenphalla 

Without a doubt react

$IX Biopharma(42C.SI)$ 0.8 Target Price. --iX Biopharma Ltd(42C) Growth Catalysts-- Shift towards commercialisation of WaferiX subligual delivery of drugs could bump up revenue by as much as 250% in FY-2026, backed by planned capacity expansion. Out-licensing of the sublingual ketamine wafer, Wafermine, for Phase 3 development will be a major catalyst and expected to turn iX Biopharma profitable in long-term.  Specialty pharmaceutical and nutraceutical drugs will benefit from the planned six-fold increase in production capacity to meet the expected surge in demand. Investment Merits Out-licensing world's first sublingual ketamine formula, Wafermine, for Phase 3 development is a near-term catalyst. Since the completion of its end-of-Ph

My Drone Pick: UMAC If I had to choose between RCAT and UMAC for the next 30 days, I’d pick UMAC. The reason is simple: the U.S. drone reshoring story isn’t just about building drones — it’s about localizing the entire supply chain. UMAC focuses on key components such as motors, flight controllers and FPV systems. If Washington pushes harder on domestic drone production, demand for U.S.-made components could grow alongside drone orders. RCAT has the stronger pure military-drone story, but UMAC gives investors more direct exposure to the “picks and shovels” of the reshoring boom. The risk is that UMAC is much smaller, so volatility and execution risk are higher. My 30-day pick: UMAC. ⚙️🚁 If the drone boom takes off, I’d rather own the supplier feeding the industry than bet on just one dron

KTOS. No immediate resistance

🐯 Hi Tigers! Is this the moment U.S. drone “reshoring” finally becomes a real trade? Which drone stock wins from U.S. reshoring? Stay to the end and make your call for Tiger Coins! The U.S. has announced tariffs of up to 100% on certain imported drones and key components, while also pushing more drone manufacturing back onshore. On the surface, this is about making imports more expensive. But the bigger trade is clear: Washington wants to move the drone supply chain back to the U.S. 🚁 What Does the 100% Tariff Actually Cover? Not every imported drone is facing a 100% tariff. 100%: Certain larger or sensitive drones and key components25%: Some smaller drones and other parts10%–15%: Lower rates for certain allied countries At the same time, the U.S. is preparing a new Onshoring Program to en

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy and Partner at Morning Cloud Asset Management)Live Date: August 12, 2026 Ross Dong remains bullish on AI as a long-term technology cycle—but that did not stop his fund from cutting semiconductor and AI exposure in June. In this livestream, Ross explained the warning signals behind that decision, why he still sees selective upside in U.S. equities, and where he is gradually putting cash back to work—from hyperscalers and financials to power, energy and other less-crowded parts of the AI value chain. Want a deeper dive? We broke this session into 4 full recap articles: Live Recap 1: Why

When growth starts looking gravitational I have seen plenty of AI stocks produce arguments. Nebius has managed something more entertaining: it has produced two entirely different realities. Nebius built the rocket. Investors are still debating the fuel In one, Michael Burry sees the familiar ingredients of a late-cycle infrastructure boom, with depreciation potentially concealing the economic cost of rapidly ageing GPUs. In the other, Wall Street sees one of the fastest-growing AI infrastructure businesses in the market, backed by enormous customer demand, Nvidia's strategic involvement and a balance sheet increasingly built for the next phase of the build-out. Both cannot be completely right. That is what makes Nebius interesting. The numbers explain the excitement.