Is the turnaround on homebuilders for real? $LEN $PHM $DHI $TOL $HD $LOW all showed good relative strength in the last few days. Also, on Friday Buffett’s Berkshire disclosed it had bought shares of D.R. Horton and Lennar in Q2. Are the selloff among those stocks had gone too far? The home building industry has been hurt by rising mortgage rates, and an uncertain economic outlook as unemployment is edging higher.
I think the strength in home building stocks will continue specially if the Federal Reserve lowers interest rates next month. Another catalyst is that President Trump is floating the idea of removing capital-gains taxes on home sales which will hugely be a plus to spur the housing market.
Take a look at the weekly chart of Lennar. Do you see a turn around?
My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market conditions. Geopolitical or macroeconomic eventsmay invalidate this plan. I may revise it on the morning of the 29th before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.
List of bullish Stocks for Investing
Trane Technologies: about to come out its channel after 2 months of sliding. I plan to hold it in my investment account. PT 434. SL 411.9
BWX Technologies: making new highs, in a hot nuclear tech sector. It was awarded a National Nuclear Security Administration contract valued at $1.5 billion for work on a Domestic Uranium Enrichment Centrifuge Experiment pilot plant. PT 195. SL 175
List of Bullish Stocks for Sep 29 Trading
Stock Symbol
Notes
My 1st PT
SL
Entry Only at or just Above
TSLA
In a stable market, enter above 437. Positive commentary from Wall Street analysts and upbeat forecasts for third-quarter vehicle deliveries. Wolfe Research stated that Q3 deliveries could reach between 465,000 and 470,000 units, topping consensus estimates of 445,000.
455
423
437
GFS
In a stable market, enter above 135. GlobalFoundries shares were surging on Friday. The Trump administration’s latest plans to boost domestic chip manufacturing could be a boon for the stock.
39
34
35
LITE
In a stable market, enter above 159. Rising revenue, income and margins just like $LITE in a hot industrial tech, cloud and networking segment with hot optical and photonic products.
166
157.7
159
MDB
In a stable market, enter above 316. MongoDB’s strategic focus on U.S. enterprise opportunities and the growing popularity of its Atlas platform for artificial intelligence (AI) applications as key drivers for growth.
323
313.5
316
NBIS
In a stable market, enter above 108. NBIS reaffirmed the $2 billion capital expenditure plan for 2025 on its latest earnings call as it doubles down on capacity expansion to gain market share in the fast-growing AI infrastructure space.
112
106
108
PLUG
In a stable market, enter above 2.55. Potential momentum play.
3.1
2.35
2.5
BABA
In a stable market, enter above 175. A lot of upgrades. China AI momentum continues.
184
171.7
175
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My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 22th before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.
List of Bullish Stocks for Sep 22 Trading
Stock Symbol
Notes
My 1st PT
SL
Additional Notes
ANF
Showed some sign of life since 18th Sep. In my watchlist for a trade if stays above 91.7 in a good volume. Analyst Janine Stichter put a strong ‘Buy’ recommendation with a $120 price target. JPM, Telsey, BTIG and others also got bullish. Recent earnings delivered its 11th consecutive quarter of growth, with net sales reaching $1.2 billion, a 7% increase from the previous year. Improving Operating Margin were 17.1%, up from 15.5%. Guidance for next Q was better than expected at $1.28 billion at the midpoint, 1.8% above analysts’ estimates.
96
89
ARGTF
Gold and gold mining stocks are hot and are likely to continue their run. Looks good for trade and long. Many analysts upgraded the stock.
26
22.75
BABA
Chinese tech is hot. A lot of potential as Alibaba makes a push in semiconductor, AI and data center business. They look to challenge domestic leaders like Huawei and Cambricon while reducing exposure to Nvidia designs. Susquehanna raised target to $190. Consolidating before the next leg up is my read. looks good for trade and long.
169
157.8
BIDU
Chinese tech is hot and are staging a comeback that’s turning heads. According to Bloomberg, total capex by China’s major internet players could more than double from $13 billion in 2023 to $32 billion in 2025. The company recently showcased its newest AI reasoning model, Ernie X1.1, during the Wave Summit 2025 developer conference, which, according to the management highlighted improvements in factual accuracy, instruction handling, and agent-based functions. Benchmark testing suggested Ernie X1.1 outperformed DeepSeek’s R1-0528 in several categories. Consolidating before the next leg up is my read. looks good for trade and long. Jefferies raised the target to 157.
144
129
BMNR
BitMine recently added $201 million worth of ETH to treasury. Consolidating before the next leg up is my read. looks good for trade and long.
69
58.7
DOCU
DocuSign’s earnings were impressive. Revenue of $801 million beat expectations for $780.35 million. EPS of 92 cents beat estimates for 84 cents. Citi raised its target to $120. A good trading stock.
88
83
IONQ
A lot of momentum on quantum stocks. IONQ jumped after the stock’s positive momentum continued as the company announced a major partnership with the U.S. Department of Energy and revealed a deal to acquire quantum sensing firm.
76
67
MDB
A lot of push after many upgrades by Needham, JPM, Goldman, BMO, UBS, and many others. Their flagship product, MongoDB Atlas, runs across Amazon, Google, and Microsoft. Atlas performance accelerated to 29% YoY growth, up from 26% in the previous quarter. The shift toward larger enterprise customers, which management refers to as the “move upmarket,” is paying off by attracting “higher quality workloads” that are more durable and grow for longer. A good trading stock.
327
318.9
NVDA
Momentum is brewing (not strong enough yet) in Nvidia after the company and Intel made a partnership around PC and data center chips. Investors are reading the tea leaves and see NVDA expanding into CPU business.
179.5
173.9
ORCL
Two immediate catalysts are building the momentum. 1) US TikTok users’ data to be stored on Oracle cloud platform 2) Oracle and META eyes $20 billion AI cloud computing deal.
316
305.7
SNOW
Snowflake jumped over 3% on Friday after positive momentum built around its expanding role in enterprise Artificial Intelligence (AI), underscored by strong customer growth and a new strategic data partnership with Workday. They had great earnings report as product revenues climbed 32% year-over-year to $1.09 billion in the same period. Snowflake also showed strong customer loyalty, with a 125% net revenue retention rate.
235
227
TSLA
Tesla has been on a momentum ride since 12th Sep and likely ready to fly upward. I have continued trading the stocks since then but plan to trade even more. I plan to get in above 429.
439
422
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My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market (Nasdaq is within -.02% range) conditions. Geopolitical or macroeconomic eventsmay invalidate this plan. I may revise it on the morning of the 16th before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.
List of Bullish Stocks for Nov 3 Trading
Stock Symbol
Notes (stable market = 0.2% range for Nasdaq)
Enter Only at or just Above
My 1st PT
Stop Loss Point
MDB
In a stable market
356
375
350
NBIS
In a stable market
131
139
126
NVDA
In a stable market
207.5
212
203
RDDT
In a stable market
216
223
212
SNOW
In a stable market
272
287
268
TWLO
In a stable market
134
145
129
ATEC
In a stable market
19.5
23
18.6
MMSI
In a stable market
88.5
97
85.4
TTMI
In a stable market
66.9
72
63.6
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Disclaimer: This is not financial or investment advice.
Don’t Discount the Discount King: Ross Stores ($ROST) is on Fire
In a retail landscape where shoppers are pinching pennies amid sticky inflation and economic jitters, your bargain hunts at Ross Stores aren’t just saving you cash—they’re fueling one of the hottest stocks in the sector. $ROST, the off-price apparel and home goods giant, just shattered all-time resistance levels, closing out the week at a record $177.69 on November 26, 2025, before pushing even higher to an intraday peak of $178.19 on Friday. That’s up a blistering 10.7% in the last week alone, marking the company’s best weekly performance ever, and 16.4% year-to-date—outpacing the S&P 500’s modest gains. My target is $195.
Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies.
Disclaimer: This is not financial or investment advice.
A growth name in cloud management and security – subscription is the long term growth model
Have you heard of Rubrik? The company engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery.
Latest Q3 earnings report – the company just reported revenue of $350.2 million, up from $236.2 million a year prior and surpassing analysts’ expectations of $320.5 million. Revenue growth was driven by a jump in subscription revenue, which accounts for the vast majority of Rubrik’s business. Q3 annual recurring revenue from subscriptions grew 34% year-over-year to $1.35 billion. On an adjusted basis, Rubrik reported earnings of 10 cents a share vs the expectation of a loss of 17 cents a share on an adjusted basis.
Looking ahead – For Q4, Rubrik anticipates revenue between $341 million and $343 million. Analysts were expecting $325.3 million. The company now expects revenue for the full year of about $1.28 billion. The company had previously guided for revenue between $1.23 billion and $1.24 billion.
I like the company and the stock ( a lot ) for a long haul. My target is $130 within next 6 months.
Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies.
