Day Trading / Scalping List: NVDA, ANET, BABA, CRDO, ORCL, ADSK, PGNY, TEM, PGY, CRNC
Criteria: Hourly and 15 min charts. NVDA as an example.
VRT, ORCL, TEAM, NVDA, CART, META, TEM, GE
Criteria: Daily and Hourly charts.
Investors are always looking for ways to play big trends — AI and electrification. The AI boom is no longer just a GPU or CPU story. As hyperscalers scale, the bottlenecks are increasingly in the area of power and automation. These industrial names, which all provide power and automation technologies, are likely to outperform the market. They are gas turbine makers Siemens Energy and GE Vernova, power technology providers Hubbell and Schneider Electric, and automation technology providers Honeywell, Emerson Electric, and Siemens.
Join me at discord channel to get the updates of what I end up trading on the day. You can trade with me in real time including the entry and exit points.
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:
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 events may 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. |
| ABB | ABBNY (OTC) | ~$150B+ | Industrial robots, motors, drives, controllers, automation electronics | 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. |
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.
| Stock Symbol | Notes (stable market = 0.2% range for Nasdaq) | Enter Only at or just Above | My 1st PT | Stop Loss Point |
|---|---|---|---|---|
| ADBE | In a stable market | |||
| AG | In a stable market | |||
| ANF | In a stable market | |||
| BA | In a stable market | |||
| DASH | In a stable market | |||
| GE | In a stable market | |||
| LLY | In a stable market | |||
| LNTH | In a stable market | |||
| TSLA | In a stable market | |||
| UNH | In a stable market |
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.
Disclaimer: This is not financial or investment advice.
A case for Rubrik
Rubrik, Inc. 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.
Q2 revenue grew by more than 51%, driven by a 55% increase in subscription services, which in turn were driven by new, large clients. The number of clients contributing more than $100K to recurring revenue increased by 27% and is expected to grow. The company widened its gross margin by several hundred basis points, narrowing its operating losses despite increased marketing and R&D. The company posted an adjusted loss, as expected, but it was far smaller than forecasted.
Revenue
Earnings
$RDDT
A big player in AI content generation.
Reddit reported Q2 earnings of 45 cents, which beat the Zacks Consensus Estimate by 25 cents.
Revenues of $499.63 million surpassed the Zacks Consensus Estimate by 16.9%. The reported figure surged 77.9% year over year.
Target: 195-210
$WK
Leading AI platform for financial, sustainability, and governance, risk, and compliance (GRC) data and reporting. reporting transparency, accountability, and trust.
Reported quarterly EPS of 19 cents vs 5 cents per share. Revenue rose 21.2% to $215.19 million from a year ago; analysts expected $208.89 million.
Target: 90-100
$BA
Solid earnings. Taking a pause. High relative strength over SPY and DIA
Target: 240-250
$MOD
Modine is into advanced thermal management systems that are in high demand in mission-critical industries including data centers. Just had excellent earnings.
Golden Cross just happened in high volume
Target: 145-150
Others in my watch list: $INDV $USAR $NRG $NVDA $TMDX $LNG
|
Stock (as of 8/1/25) |
Comments (8/1/25) |
Target |
How it played out 8/4/25 |
|---|---|---|---|
|
$RDDT ($188) |
$RDDT |
195-210 |
Closed at $201.76 |
|
$WK ($84.3) |
Leading AI platform for financial, sustainability, and governance, risk, and compliance (GRC) data and reporting. reporting transparency, accountability, and trust. |
90-100 |
Closed at $82.43 |
|
$BA ($221.9) |
Solid earnings. Taking a pause. High relative strength over SPY and DIA |
240-250 |
Closed at $222.34 |
|
$MOD ($133.7) |
Modine is into advanced thermal management systems that are in high demand in mission-critical industries including data centers. Just had excellent earnings. |
145-150 |
Closed at $138.54 |
|
$INDV ($21.07) |
Closed at $21.22 |
||
|
$USAR ($13.94) |
Closed at $13.99 |
||
|
$NRG ($167.63) |
Closed at $173.91 |
||
|
$TMDX ($120.55) |
Closed at $128.5 |
||
|
$NVDA ($173.72) |
Closed at $180 |