Aircraft and Aerospace demand is strong so why is $GE stock is down post earnings even after reporting better-than-expected earnings. Negative reaction was due to cautious comments about air travel growth and rising oil prices.
Oil prices is a short term issue. I like “buy the dip” in $GE given strong historical performance and a strong backlog. They mentioned 2026 is trending strong. Take a look at the weekly chart.
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Is the turnaround on homebuilders for real? $LEN $PHM $DHI $TOL $HD $LOW all showed good relative strength in the last few days. Also, on Friday Buffett’s Berkshire disclosed it had bought shares of D.R. Horton and Lennar in Q2. Are the selloff among those stocks had gone too far? The home building industry has been hurt by rising mortgage rates, and an uncertain economic outlook as unemployment is edging higher.
I think the strength in home building stocks will continue specially if the Federal Reserve lowers interest rates next month. Another catalyst is that President Trump is floating the idea of removing capital-gains taxes on home sales which will hugely be a plus to spur the housing market.
Take a look at the weekly chart of Lennar. Do you see a turn around?
HOW TO HANDILY BEAT S&P 500! My discord https://discord.gg/QeQBeJFeJE where I share stock picks and my entry and exit points each trading day.
Here are the top 10 investment themes poised to outperform the S&P 500 ($SPY) in 2026, driven by the ongoing AI infrastructure boom, power demand surge, and related megatrends. Good to accumulate on days of market contractions.
Capitalize on AI-driven memory and semiconductor demand ($MU $WDC $NVDA $AMD). High-bandwidth memory and storage remain critical bottlenecks as AI training scales.
Benefit from surging power needs with leading energy producers ($CEG $VST $NRG). Nuclear and flexible generation providers are securing long-term deals to fuel hyperscale data centers.
Tap into explosive data center infrastructure growth ($VRT $NBIS $IREN $ETN $APH $PWR). Cooling, power management, interconnects, and construction are essential for high-density AI racks.
Leverage data as the core fuel for AI training ($MDB $SNOW $ORCL). Modern data platforms and lake houses enable scalable AI workloads.
Ride the dominance of hyper scalers in cloud and AI ($AMZN $GOOGL). Massive capex on AI infrastructure continues to drive their ecosystems.
Protect against rising cyber threats in digitized, cloud-scaled environments ($PANW $CRWD). Security remains a top priority as AI adoption accelerates vulnerabilities.
Participate in the accelerating space economy ($RKLB). Reusable rockets and satellite networks support global connectivity and future AI applications (watch for potential SpaceX developments).
Profit from mainstream adoption of prediction markets and fintech innovation ($HOOD). Platforms enabling real-world event betting and broader digital finance trends.
Hedge against currency devaluation and mounting debt ($GLD $SLV). Precious metals offer protection in an uncertain macro environment.
Bet on real-world AI automation in autonomy and robotics ($TSLA). Advances in self-driving tech and humanoid robots represent the next frontier of applied AI.
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 .
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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Key Public Companies Supplying Electronics to Robotics
I plan to generate positive cash flow from these setups. Feel free to do it along with me at https://discord.gg/A8jKyGAucy
Following are the leading publicly traded companies supply key parts, electronics, components, sensors, motors, microcontrollers, and related technologies to the robotics industry. These include semiconductors for AI/processing, sensors for vision/navigation, actuators/motors for movement, and automation hardware that robotics manufacturers (e.g., industrial arms, humanoids like Tesla’s Optimus, Boston Dynamics’ Atlas/Spot, or warehouse bots) rely on. The robotics supply chain draws heavily from:
Semiconductor/electronics giants (chips, processors, sensors for AI, control, and perception).
Specialized component providers (e.g., for precision electronics, motion control).
I create a daily attack plan 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 tend to revise it on the morning of the trading day before the market opens. Disclaimer: This is not financial or investment advice.
Company
Ticker (Exchange)
Approx. Market Cap
Primary Contributions to Robotics
Key Notes/Examples
Nvidia
NVDA (NASDAQ)
~$4+ trillion
AI GPUs, Jetson platforms for embedded robotics processing, vision, simulation (Isaac platform used by many including Boston Dynamics)
Powers AI brains for most advanced robots (humanoids, autonomy); dominant in compute for robotics development.
Texas Instruments
TXN (NASDAQ)
~$170B+
Analog chips, sensors, motor controllers, microcontrollers for actuation/control
Essential “nerve and muscle” components; widely used in robot motors/sensors.
Supplies components/systems to broader robotics; strong in motion/electrification.
Analog Devices
ADI (NASDAQ)
~$100B+ range
High-performance sensors (IMUs, MEMS), signal processing for perception/motion
ROS drivers for sensors; critical for navigation/IMU in mobile/industrial robots.
Rockwell Automation
ROK (NYSE)
~$45–50B
Industrial automation controls, motors, sensors, PLCs for robotic systems
Key in factory robotics integration; motion control for arms/automation lines.
Zebra Technologies
ZBRA (NASDAQ)
~$10–15B
Sensors, scanners, machine vision, RFID for logistics/warehouse robotics
Used in robotic picking, navigation, and automation supply chains.
Teledyne Technologies
TDY (NYSE)
Varies (~$20B+)
Advanced sensors, imaging, vision systems for robotic perception
Strong in machine vision; key for precision tasks in electronics/automation.
Cognex
CGNX (NASDAQ)
Varies
Machine vision systems, cameras, software for inspection/guidance
Dominant in robotic vision for manufacturing/assembly (e.g., electronics, auto parts).
Keyence
(Various, e.g., KYCCF OTC)
High (Japan-listed)
Sensors, vision systems, measurement tools for precision robotics
Leader in robotic vision/sensors for high-accuracy applications.
Omron
(OMRNY OTC)
Varies
Sensors, controllers, safety components for industrial/collaborative robots
Supplies to automation/robotics in electronics and manufacturing.
Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success https://discord.gg/A8jKyGAucy .
Disclaimer: This is not financial or investment advice.
Don’t Discount the Discount King: Ross Stores ($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.
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 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.
List of Bullish Stocks – my final list emerges in real-time about 15 minutes after the market opens. Join me at https://discord.com/invite/dPX53 to get the updates of what I end up trading on the day.
Stock Symbol
Notes (stable market = 0.2% range for Nasdaq)
Enter Only at or just Above
My 1st PT
Stop Loss Point
NVDA
In a stable market
188
192
183
RKLB
In a stable market
77
82
70
AMZN
In a stable market
231
235
226.5
BA
In a stable market
216
220
213
SLV
In a stable market
64
70
61
DASH
In a stable market
234
238
230
GOOGL
In a stable market
312
320
307
EXE
In a stable market
111
115
107
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 .
