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.

ARRY – trading opportunity. stop loss below 7.10. UBS sees a move toward $9 but will take a while.

BA – still a star stock to accumulate. heading toward 245. A break below 231 is a redline.

CLBT – a swing trade toward 17.50 to 18. get out below 15.10

CRCL – a 30% chance it explodes toward 155 quickly. Below 145 is a redline.

CRWV – a 30% chance it explodes toward 110 quickly. Below 97 is danger.

CVNA – a trade opportunity toward 156. stop loss below 343.

DHI – a trade toward 176.

KTOS – a good medium term hold.

LEN – a trade toward 143.

NVO – in no time, it can fly toward 62. stopping below 48.

TEM – a trade toward 76-77.

WULF – still looks attractive going towards 10.

NVDA – all time highs to 185 this week?

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  • | | |

    Watch List for Aug 4, 2025

    By11CTrades

    $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

    My recommendations on Aug 1st and how they played out. (updated 8/4/25)

    Stock (as of 8/1/25)

    Comments (8/1/25)

    Target

    How it played out 8/4/25

    $RDDT ($188)

    $RDDT
    A big player in AI content generation.
    Reddit reported Q2 earnings of 45 cents vs Estimate by 25 cents.
    Revenues of $499.63 million surpassed the Consensus Estimate by 16.9%. The reported figure surged 77.9% year over year.

    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.
    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.

    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.
    Golden Cross just happened in high volume

    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

  • | |

    Growth companies with AI Infra exposure with highest cash flow

    By11CTrades

    Growth companies with AI infra exposure and highest cash flow

    I generate positive cash flow each trading day. Feel free to do it along with me at https://discord.gg/A8jKyGAucy

    Top Growth Companies (Ex-MAG 7) with Highest Gross Margins + Strong Cash Flow + AI Infrastructure Exposure

    I focused on companies with:

    • Strong revenue growth (especially AI-related)
    • High gross margins (ideally 50%+ or expanding rapidly)
    • Solid Free Cash Flow (FCF) generation or margins
    • Direct or strong indirect AI infrastructure exposure (chips, memory, networking, power/cooling, servers, etc.)

    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..

  • | | |

    Watch List for Sep 5, 2025

    By11CTrades

    My attack plan for Sep 5th assuming the job report is weaker as expected.

    AEO – continue riding (and trading more) as long the price stays above 17.95

    AFRM – continue riding (and trading more) as long as the price stays above 88.6

    AMZN – add more above 238 or else stay put

    COHR – add / trade above 92.69

    CRDO – add more on any weakness

    GOOGL – add more on any weakness

    HQY – continue to trade above 96.4

    RKT – continue to add / trade above 18.7

    SOUN – add above 13.5

    SNOW – add above 228 or else just watch : )

    SHOP – trade above 145.8

    HIMS – continue to trade above 47.6

  • | | |

    See an example of the past alerts and results

    By11CTrades

    Watch List for Sep 5, 2025 (published on 4th night)

    What my alert said on 4th Sep night

    How it played out on Sep 5th (Success or Fail)

    Result

    AEO – continue riding (and trading more) as long the price stays above 17.95

    Success

    Rode to 18.8

    AFRM – continue riding (and trading more) as long as the price stays above 88.6

    Success

    Did not meet the criteria

    AMZN – add more above 238 or else stay put

    Success

    Did not meet the criteria

    COHR – add / trade above 92.69

    Success

    Rode to 97.5

    CRDO – add more on any weakness

    Success

    Rode to 1 point higher

    GOOGL – add more on any weakness

    Success

    Rode 2.7 points higher

    HQY – continue to trade above 96.4

    Fail

    Took loss

    RKT – continue to add / trade above 18.7

    Success

    Rode to 20.2

    SOUN – add above 13.5

    Success

    Rode to 14.2

  • | | |

    Watch List for Sep 9, 2025

    By11CTrades

    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 8th before the market opens. Disclaimer: This is not financial or investment advice.

    List of Bullish Stocks for Sep 9 Trading

    Stock Symbol

    1st PT

    2nd PT

    3rd PT

    SL

    Notes

    BABA

    146

    159 (3 to 4 weeks)

    137.5

    BRZE

    36.6

    31

    CRDO

    155

    141

    DOCU

    84

    88 (2 weeks)

    79.8

    LOW

    278

    269

    MU

    139

    128.8

    RKT

    23

    19.3

    SOUN

    16.8

    14.5

  • | | |

    CENX – A STRONG CASE FOR INVESTING

    By11CTrades

    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.

    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.

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