Disclaimer: This is not financial or investment advice.

A Strong Investment Case for Prologis Inc. $PLD 

Business Prospects – Prologis is at the core of the data center buildout that is essential to the broader artificial intelligence (AI) story. High Occupancy and Record Leasing Signal Underlying Strength. REITs have been a poor investment in the last three years, and Prologis is no exception. Future growth will come from the company’s pivot into sectors such as data centers and sustainable energy and storage. The company currently has 5.2 gigawatts of utility-fed capacity that has either been installed or is committed.

Financials – Prologis rose on Q3 results beat, 2025 core FFO forecast hike. The company lifted its 2025 core FFO forecast to a range of $5.78 per share to $5.81 per share, from previous expectations $5.75 per share to $5.80 per share. Q3 core FFO was $1.49/share, compared with analysts’ avg. estimate of $1.44/share. Q3 revenue of $2.21 bln was above analysts’ avg. estimate of $2.16 bln. Company’s dividend, which increased by 12% in the last year, looks safe. It also means that the company will have ample cash on hand to pay down its debt, which is in healthy ranges.

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    A bull case for Rubrik

    By11CTrades

    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.

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    watchlist for 28th Jan 2026

    By11CTrades

    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 events may invalidate this plan. I may revise it on the morning of the trading day 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.

    I plan to generate positive cash flow from these setups

    Feel free to do it along with me at https://discord.gg/QeQBeJFeJE

    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. Discord: Join me on the success https://discord.gg/QeQBeJFeJE .

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    Watch List for Oct 16, 2025

    By11CTrades

    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 events may 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 Oct 16 Trading

    Stock SymbolNotes (stable market = 0.2% range for Nasdaq)My 1st PTSLEntry Only at or just Above
    BROSIn a stable market, enter above 555854.0555
    BTDRIn a stable market, enter above 262924.426
    BXIn a stable market, enter above 165170162.9165
    GOOGLIn a stable market, enter above 251.5255246.4251.5
    HIMSIn a stable market, enter above 63.86759.863.8
    MODIn a stable market, enter above 162167159.5162
    NVDAIn a stable market, enter above 184188182.5184
    PLDIn a stable market, enter above 122.2127120.2122.2
    RCUSIn a stable market, enter above 16.7518.516.316.75
    RXRXIn a stable market, enter above 6.58.55.96.5
    SEIn a stable market, enter above 170175167.6170
    SERVIn a stable market, enter above 18.620.516.818.6
    SNOWKeep an eye for trading opportunities after it announced partnership with PLTR
    SRPTIn a stable market, enter above 22.4524.321.722.45

    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. Discord: Join me on the success https://discord.com/invite/dPX53 .

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    GEV – a leader in power generation and electrification in AI Age

    By11CTrades

    One of the best AI plays

    I generate positive cash flow each trading day. Feel free to do it along with me at https://discord.gg/A8jKyGAucy

    Power-generation technology provider GE Vernova remains the best pick-and-shovel stock to play the artificial-intelligence boom. Shares have been huge winners, and the gains keep adding up — faster than expected. GE Vernova expects its backlog for power generation and electrification equipment and services to reach $200 billion by the end of 2027, about a year ahead of schedule. Demand is soaring, thanks in part to power-hungry AI data centers that have sparked an electricity-building boom. Wall Street expects $GEV earn $24 next year.

    The company reported a 16.3% jump in quarterly revenue on April 22 2026 to $9.34 billion and said it expects full-year 2026 revenue to be in the range of $44.5 billion to $45.5 billion. Following its results, the company received a slew of price target updates from Wall Street analysts, including Oppenheimer, RBC Capital, and Baird.

    Targets: Baird – $1,400 Jefferies – $1350

    Please consider becoming a subscriber. You will get an exclusive access to my private discord channel where I share my real-time trades ( stocks names, entry and exit points) with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success at my premium discord channel..

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    Energy stocks in the age of energy hungry AI

    By11CTrades

    Energy sector is going to power the age of AI for the next few decades. As Melius-research puts is “much like Thomas Edison ushered in the era of electricity more than a century ago, artificial intelligence may be driving a new “Age of Electrification,” That’s an excellent summary. Energy companies are well positioned to power AI and will will be the biggest winners. The company likes, and I fully agree (and in fact I have been accumulating these name already) these names: CEG Constellation Energy, VST Vistra, NEE NextEra Energy, NRG NRG Energy, and TLN Talen Energy.

    AI computing requires vast amounts of power. “The energy sector is therefore the “enabler” of the AI revolution” as Melius puts it. These companies are locking in years long power purchase agreements with various data centers. Data-center electricity demand growth is estimated to hit 219 gig watts in 2030, up from 82 gigawatts in 2025, Melius said. 

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