$HIMS is sitting at a very interesting spot. Closed just above the previous resistance $30.25. A sharp rise on volume and relative strength after JPMorgan initiated coverage. A push to $34-$36 is quite possible here.
The bank pointed to improving fundamentals and multiple growth drivers as reasons for its positive outlook. The collaboration with Novo Nordisk is targeting the fast-growing market for GLP-1 drugs.
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Why Google, Broadcom, Alibaba stocks are up while Nvidia and AMD are down!
Here is the answer – initial read is that Gemini 3 is reportedly faster and performs with deeper reasoning than ChatGPT and is integrated with Google’s family of apps and data. It is also priced at similar levels to rival AI models. But more importantly the fact that Gemini was trained primarily on Google’s TPUs ( Broadcom is TPU’s partner ) as opposed to its rivals’ reliance on Nvidia and AMD chips, is a critical data point. TPUs aren’t as flexible as Nvidia’s GPUs, which can make them less usable in a market where hyperscalers are demanding the ability to reprogram their AI systems.
But TPUs are both cheaper to develop and use less power to run at full capacity. Similar story holds for Alibaba’ Qwen AI model (using their custom less expensive chips). And that fact is spooking the market in favor of pushing $GOOGL $AVGO $BABA and against $NVDA $AMD.
“Some investors are petrified that Alphabet will win the AI war due to huge improvements in its Gemini model and ongoing benefits from its custom TPU chip,” said Ben Reitzes, tech strategist at Melius Research.
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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
Disclaimer: This is not financial or investment advice.
A Strong Investment Case for CENX – Century Aluminum
About CENX – Century Aluminum Co. is a producer of aluminum and operates aluminum reduction facilities, or smelters, in the United States and Iceland. Its products include standard ingots, T-ingot, extrusion billet, horizontal direct chill ingot, molten, slab, and sow.
A Case for CENX – Aluminum is moving from a supporting role to center stage in the global green transition. The metal is light and strong, and also endlessly recyclable. This makes it essential for electric vehicles (EVs), solar panels, power lines, and low-carbon buildings. Aluminum is critical for national security – an essential input for military aircrafts and advanced defense systems. Global demand for aluminum is rising fast as countries expand renewable power and electric transport. The International Aluminum Institute (IAI) expects aluminum demand to rise by 40% by 2030. This growth is fueled by clean-tech uses.
Trump tariffs put 50% charge on all non-domestic aluminum products. As a result, aluminum spot premium have gone up nearly 100%. CENX raised guidance for the year but hinted that the full effects will come next year. A shift in U.S. industrial sector policy, added by these tariffs and the focus on domestic manufacturing, is creating a uniquely profitable environment for CENX.
The financial impact of this policy is visible in the company’s guidance. For Q3’25, Century issued an optimistic forecast for Adjusted EBITDA in the range of $115 million to $125 million. Management explicitly linked this strong earnings projection to the benefits of higher domestic premiums, offering clear evidence of the policy’s effect on profitability. Century is actively reinvesting to meet the growing demand for domestically sourced aluminum.
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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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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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How to diversify your investments with emerging markets like India!
Growing economy – the Indian GDP expanded by 7.8% from the previous year in the three months to June of 2025, accelerating from the 7.4% in the previous period to mark the sharpest growth rate in five quarters.
Growing middle class – the middle class is the fastest-growing major segment of the Indian population in both percentage and absolute terms, rising at 6.3 percent per year and 338 million between 1995 and 2021. It now represents 31 percent of the population and is expected to be 38 percent by 2031 and 60 percent in 2047. Private consumption, which already contributes 60% of GDP, is projected to make India the third-largest consumer market by 2026. Private consumption has already doubled from US $1 trillion in 2013 to US $2.1 trillion in 2024, faster than China, the US, and Germany.
Strong performing stock market – Rs. 10,000 in year 2000 would have grown to Rs 332,500 in BSE Sensex index. Indian markets continue to outperform the major emerging markets.
How to get a pie of India growth – the INDA ETF provides investors with broad exposure to Indian equities, tracking the performance of the MSCI India Index. Issued by BlackRock, this ETF includes large- and mid-cap Indian companies across sectors, making it a popular choice for those looking to tap into India’s growth potential in areas like financials, information technology, and consumer goods. INDA’s holdings are diverse, with leading companies such as Reliance Industries and Infosys. This ETF can be attractive to investors seeking to diversify internationally, especially given India’s projected economic growth and favorable demographic trends. However, investing in INDA also carries risks related to emerging markets, including currency fluctuations, regulatory changes, and economic volatility.
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