Good looking setups for Feb 10th. Be mindful of the earnings as stocks tend to behave erratically.
CART earnings 25
CRNC
DELL earnings 27th
NVDA earnings 26th
PGY
RKLB earnings 27th
SMCI earnings 11th
VVV – Put it and forget it for some time
ANET – earnings 18th
BABA – earnings 20th
VRT – earnings 12th
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 conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 25th 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 | My 1st PT | SL | Entry Only at or just Above |
|---|---|---|---|---|
| TSLA | In a stable market, enter TSLA above 444. 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. | 454 | 439.8 | 444 |
| ARM | In a stable market, enter ARM above 145. Optimism about the Lumex Compute Subsystem platform announced on Sept. 10, that marks a bold step toward redefining on-device AI capabilities for smartphones, PCs and emerging form factors. The platform delivers up to 5x faster AI performance, coupled with efficiency gains that could position | 149 | 142 | 145 |
| BABA | In a stable market, enter BABA above 177. A lot of optimism after Alibaba CEO Eddie Wu said the company would increase spending beyond a previously articulated $53 billion target for cloud computing and AI infrastructure, and will also open up its first data centers in Brazil, France and Netherlands. ARK Tech investor Cathie Wood this week bought Alibaba stock for the first time in four years. On Monday, Wood bought $8.2 million worth of Alibaba for the Ark Fintech Innovation ETF and another $8.1 million worth in the ARK Next Generation Internet ETF fund, the first time either of those ETFs have held the stock since 2021. | 182 | 174.8 | 177 |
| CRWV | In a stable market, enter CRWV above 132.5. Wells Fargo Lifts Target To $170 On Surging AI Demand. | 139 | 129.6 | 132.5 |
| GDS | In a stable market, enter GDS above 42.15. Beneficiary of China AI cloud and tech resurgence. AI demand remains in focus for China data centers, HSBC says, maintaining buy ratings for VNET Group, GDS and SUNeVision. | 46 | 40 | 42.15 |
| MU | In a stable market, enter MU above 162.25. | 164 | 160.2 | 162.25 |
| NBIS | In a stable market, enter NBIS above 113.7. 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. | 116 | 111.6 | 113.7 |
| ORCL | In a stable market, enter ORCL above 309. Optimism persists on TikTok deal, and huge cloud AI backlog. | 314 | 304.6 | 309 |
| PLUG | In a stable market, enter PLUG above 2.55. Potential momentum play. | 3.1 | 2.35 | 2.5 |
HOW TO HANDILY BEAT S&P 500!
$GOOGL $GOOG Google is poised for sustained growth and innovation into 2026, fueled by these key drivers:
1) Gemini continues to advance rapidly: with Gemini 3 models leading benchmarks in reasoning and multimodality, the AI suite is deeply integrating across products, powering everything from Search to Workspace.
2) Search is being reinvented with AI: features like AI Overviews and AI Mode are driving higher query growth and engagement, transforming Search into a more intelligent, conversational experience.
3) TPUs are in high demand: Google’s custom chips are powering internal AI workloads and attracting major external partners, accelerating Cloud performance and efficiency.
4) Google Cloud is surging ahead: Strong enterprise adoption of AI infrastructure and solutions has driven accelerating revenue growth, with a massive backlog signaling continued momentum.
5) YouTube bolsters the advertising ecosystem: Robust ad revenue growth, led by Shorts and connected TV, is strengthening Google’s core monetization engine.
6) Robotaxis emerge as a bold new frontier: Waymo’s rapid scaling, with expansions to dozens of cities and targets for millions of weekly rides, positions it as a high-potential growth pillar.
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
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Needless to say that this blog is for my own tracking. My plan assumes a stable market condition. Any disruptions (macro or company specific) can nullify my thesis.
$BMNR – With Ethereum making higher highs, ETH treasury companies are looking lucrative. I’m trading them tactically. Not holding them for too long (not yet). Very volatile so a strong risk management is warranted. Strong returns do come with strong risks management. Stop loss below 57.80
$ETH – ETH is a proxy for Ethereum. I’m accumulating.
$SOUN – any pullback by 5% or more is getting bought in my plans.
$SOFI – expected reduction in rates will help SOFI. Expecting it to tread toward 26.
$TOL $PHM – I’m accumulating home builders in any pull backs.
$NVDA – no change in its bull case. Marching toward 190 provided market conditions remain stable.
$NBIS – I continue to accumulate. Target 82. Stop loss below 69.
$MU – MU just revised their revenue and earnings forecast. I expect it to march toward 135. Getting out below 123.59.
$MOD – A lucrative data center play. Getting out below 136.
$BWXT – A new bull in nuclear tech. getting out below 173.85
$BA keeping it. still going strong and coming off its long multi-year base. It has beaten $SPY over the last year.
$TSLA – getting sexier. getting out below 332.
$COST – holding strong as it closed above 200 and 50 D EMA. I’m accumulating.
$META – making higher highs. Continue to accumulate.
$DASH – any weakness is to be brought. taking loss below 258.9
$CAVA – to present a golden opportunity in the range of $60-$63. Their same store sales slowing to ~6% vs ~8%. Better times to re-emerge.
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 26th 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 |
|---|---|---|---|---|
| ANF | In a stable market | 85 | 92 | 84 |
| ARRY | In a stable market | 7.51 | 8.15 | 7.2 |
| CCJ | In a stable market | 87 | 90 | 85 |
| MOD | In a stable market | 156 | 162 | 151 |
| AVGO | In a stable market | 384 | 390 | 377 |
| RDDT | In a stable market | 214 | 225 | 210 |
| CRDO | In a stable market | 152 | 159 | 150 |
| AMZN | In a stable market | 230 | 233 | 227 |
| PANW | In a stable market | 186.5 | 190 | 184.5 |
| TSLA | In a stable market | 421.6 | 428 | 415 |
| ORCL | In a stable market | 205 | 210 | 200 |
| BA | In a stable market | 184 | 188 | 181 |