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?
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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Disclaimer: This is not financial or investment advice.
About Arm Holdings (ARM) – Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers such as Apple and Qualcomm. Arm’s latest advanced chip technology, called Armv9, generates higher royalty rates than its previous Armv8. It is also making progress in the high-end cloud server processor market by selling chip technology to Microsoft and Nvidia.
Strong Q2 Results – Arm Holdings reported better-than-expected earnings results earlier in Nov’25. For Q2, the chip designer reported adjusted earnings per share of 39 cents, compared to Wall Street’s consensus estimate of 33 cents, according to FactSet. Revenue came in at $1.135 billion, which was ahead of analysts’ expectations of $1.06 billion. Arm also gave a strong outlook. It said revenue for the current quarter would be $1.225 billion at the midpoint of its range, versus the $1.11 billion average analyst estimate. “Arm delivers unmatched performance, efficiency, and software breadth across the full range of AI workloads,” the company said in a shareholder letter.
Looking ahead – the company expects Q3 revenue to be $1.23 billion. Profit will be 41 cents a share. Those targets compare with analysts’ average estimates of 35 cents a share on sales of $1.1 billion. The outlook signals that Arm is beginning to see increasing rewards from investment in new technology aimed at winning a place in data centers that are being built to support artificial intelligence computing.
I see the stock at $160-170 in next 3 months.
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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 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 .
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.
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..
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 Oct 16 Trading
Stock Symbol
Notes (stable market = 0.2% range for Nasdaq)
My 1st PT
SL
Entry Only at or just Above
BROS
In a stable market, enter above 55
58
54.05
55
BTDR
In a stable market, enter above 26
29
24.4
26
BX
In a stable market, enter above 165
170
162.9
165
GOOGL
In a stable market, enter above 251.5
255
246.4
251.5
HIMS
In a stable market, enter above 63.8
67
59.8
63.8
MOD
In a stable market, enter above 162
167
159.5
162
NVDA
In a stable market, enter above 184
188
182.5
184
PLD
In a stable market, enter above 122.2
127
120.2
122.2
RCUS
In a stable market, enter above 16.75
18.5
16.3
16.75
RXRX
In a stable market, enter above 6.5
8.5
5.9
6.5
SE
In a stable market, enter above 170
175
167.6
170
SERV
In a stable market, enter above 18.6
20.5
16.8
18.6
SNOW
Keep an eye for trading opportunities after it announced partnership with PLTR
SRPT
In a stable market, enter above 22.45
24.3
21.7
22.45
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 .
