Stock Screener| OFF THE RADAR DIPS | Finding the next 10x | Vance Roasts included large cap pivots & high spec SMIDS moves. NFA. 📈🚀TN- Go Vols
Johnson City, TN
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Physical AI.
The $NVDA stack.
NVIDIA is attacking almost every layer with Jetson Thor, Isaac, Cosmos, GR00T, Omniverse and Halos. The shift is from AI that generates answers to AI that can sense, reason, decide and physically act.
The adoption curve is getting harder to ignore. 542,000 industrial robots were installed globally in 2024, taking the operating fleet to 4.66M, up 9%. Asia accounted for 74% of new installations, with China alone at 54% and more than 2M robots already in operation.
Mobile robots are projected to grow from just under $5B in 2024 to ~$14B by 2030, around 19% CAGR. Capgemini found 66% of executives consider Physical AI a high priority, while 65% expect to reach scale within five years.
And the capital is following. Physical AI and robotics startups pulled in $47.4B in H1 2026, roughly 4x H2 2025 and more than the combined total from 2022–2024.
At the platform level, NVIDIA just posted $96.2B quarterly revenue, up 106%, with $89B from Data Center, up 117%. That is the financial engine behind the compute, simulation and edge infrastructure being deployed across this ecosystem.
That creates a MUCH bigger ecosystem than NVIDIA alone.
Think AI compute → ARM CPUs → sensors → perception/models → planning → control → certified safety → real-time OS → OT security → actuators. $ARM has 80+ companies in its Physical AI ecosystem and shipped billions of Arm-based chips into adjacent markets.
$PANW sits further downstream securing connected factories, OT environments, AI infrastructure and machine identities.
The ramps are what matter. $NVDA’s Automotive revenue hit $2.3B in FY26, up 39%, while Physical AI expands across robotics, AVs and industrial systems. $ARM generated $2.61B in FY26 royalty revenue, driven by growth across Edge AI, Physical AI and Cloud AI.
$PANW is attacking the security attach as autonomous machines become connected agents. Different layers, same machine-count explosion.
NVIDIA’s Halos for Robotics spans compute, sensor connectivity, safety software and certification, and its ecosystem explicitly includes QNX for the real-time operating environment and embedded safety layer. Early configurations support Linux + QNX OS for Safety 8.0.
That’s the piece I think the market is still underestimating. $ARM benefits as more intelligence moves to the edge. $PANW benefits as those machines become connected and autonomous.
QNX benefits when certified edge control becomes mandatory. It doesn’t need to replace Linux or NVIDIA it can operate alongside the AI workload where deterministic, safety-critical execution matters.
The global ramp is much bigger than humanoids. China already dominates industrial-robot volume, Japan remains a robotics powerhouse, the U.S. is pushing models and orchestration, and Europe brings industrial standards and certification.
NVIDIA is building the simulation and digital-twin layer so fleets can be trained, tested and virtually commissioned before deployment. The next KPI isn’t another robot demo — it’s fleet utilization, cost per task, uptime and payback.
Remember $FPS? I was pounding the table on that hidden infrastructure layer ahead of earnings.
Now I’m seeing another setup where a massive platform is expanding into a new market while a much smaller company sits in a critical part of the architecture.
I don’t need it to become NVIDIA. I need the market to realize what layer it owns and how much Physical AI can expand that opportunity.
If you want the actual setup before I start talking about it publicly, get inside the Gap Father Swings channel NOW.
Don’t wait for the ticker to start moving and then ask where I found it. Get in, see the setup, and do your own DD.
The picks and shovels beneficiary…
Know someone who needs to see this? TAG THEM BELOW.
REPOST THIS.
DONT SLEEP. DONT MISS
Spread the word. Let’s find the next Rip Salad together.
🥗 JOIN HERE THE GAP FATHER SWINGS CHANNEL BELOW.
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She’s coming fam.
RISK ON WEEKEND.
80$ 200ma reclaim next test!
I’ll have more charts in x subs this weekend and a few more high conviction alerts in telegram too. Link in bio.
I’m still holding $CRWV btw if it goes lower I’ll just buy more.
GO VOLS BABY.
Risk on? Yes. Don’t sleep. 😴
onsemi is creeping off a brutal multi-month washout and is now sitting right on the $68–70 support zone. The stock closed at $71.72 after tagging $68.17, with volume jumping to roughly 12.3M shares.
I’m watching this shelf closely lose $68–70 and $65–66 comes into play, but reclaiming $75–76 could start changing the short-term structure, with $80–85 next.
The TA is starting to stabilize. RSI is around 46, MACD is showing early improvement while still below zero, and price is trying to build around the shorter-term averages.
It’s not fully bullish yet, but after the September washout, this looks more like digestion than an immediate breakdown.
The bigger reason I’m watching $ON is the AI power angle. onsemi is targeting more than $500M of AI data-center revenue in 2026 and more than $2.5B by 2030, while pushing higher-power-density solutions as AI racks demand dramatically more electricity. SiC, GaN, power management and physical AI give this story multiple potential growth vectors.
$68–70 = line in the sand. $75–76 = first reclaim. $80–85 = next zone. If buyers keep defending the shelf, this could be one of those beaten-down semiconductor names that quietly starts waking back up. 👀
$ON Do your own DD. Not financial advice.
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THE GAP FATHER retweeted
Hey everyone I’ll be busy today cleaning out our business we’re selling.
Won’t be to active on here today 🤫
I’ll be posting more ideas in the subs this weekend and more high conviction swings in the telegram.
So let’s get to 700 x subs and 100 telegram subs.
I tell you guys all the time if I’m slow at posting just know there’s gonna be days when I post 10-15 updates too. I just don’t feel the need to update every one if I I gave the lows already fam.
SUBSCRIBE NOW.
Best 6$ you could ever spend on here.
I’ve got some more bangers brewing I promise you.
Follow me and we will make money. 💰
Appreciate you all ❤️
Just know if you’re in my corner I got you you. Small accounts, big accounts, don’t matter. Just how I like to find sleeper plays I love finding new accounts too fam.
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CONGRATS @sportsalert @Tape_Vector
We stay cooking and having fun fam everyone get in here. I got a new Strat next week watch for the draft results.
If you missed this week even after my 17 posts jump in next weeks we want to compete against the stock pickers on x.
Good way to get your name out there as a small account. And confirm you know your shit as a bigger account.
Or are you to scared about your reputation? @Ashton_1nvests @Vance_Roberts5
Many many many props to thim because he’s getting his ass kicked. 17th my boy lol
Vance runs a publicly weekly.
My subs run a private weekly.
There’s 90 divisions and world ranking.
JOIN @Fsl_X
SET QUEUE
DRAFT STOCKS
LOSE 😤
🔥🔥🔥🔥🔥🔥
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I’m the back-end semi goat 😂
Jk, me and @Brikka_trading.
$CEVA
I said DON’T MISS.
You missed. 😂
We stay cooking.
+35% since the post.
And there are MANY “told you so” posts coming.
$COHU $AIP $PLAB $VIAV $VECO $PENG
CEVA’s fundamentals are starting to catch up with the move. Q2 revenue hit $29M (+13% YoY), licensing revenue jumped 21% YoY to $18.2M, royalties increased 17% sequentially, and management raised full-year 2026 growth guidance to 13–15%.
Even better, customers shipped 567M CEVA-powered devices in Q2, up 16% YoY. Bluetooth was +16%, Wi-Fi +28%, and cellular IoT hit a record 68M units.
Now look toward 2027. Automotive AI programs are ramping, six recent NPU customers are expected to have silicon by year-end, and royalty contributions from those programs are expected to start in early 2027. That’s where this gets REALLY interesting.
This is the kind of back-end semiconductor IP exposure I’ve been hunting. Connectivity + DSP + edge AI + automotive + royalties. CEVA doesn’t need to build the entire chip it gets paid for the IP inside the chips that other companies are building.
X SUBS: I’ll be updating 50 charts this weekend. 📈
TELEGRAM SWINGS: I’m finding a few more bangers. I already feel VERY confident in what’s been dropped in there and what could rip soon.
SUBSCRIBE TO BOTH.
DON’T MISS. 🫡
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TUNE IN
Okay I am on apple as well🍏
The episodes are not labeled sorry. Going forward I will do that, so you can skip to whatever topic interests you🔥
The people that have spoken at some point on there are: @HunterAllen4 @InvestifyDaily @MatthewSpositi @SwissKnife_SKI @EdgeReport91 (I hope I am not leaving anyone out🙈)
Those names are also in order of release, so my very first one starts with hunter and the most recent couple are with Jesse.
23 episodes and counting........
Link in comments on what to expect👇👇👇
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🤫
$ESAB
Here’s a freebie since I’ve been busy digging through energy-infrastructure picks and shovels.
And I mean UNDERTAKER LEVEL ASLEEP. ⚰️
I haven’t seen a single soul on X talking about this one except me.
That’s how under-the-radar I think $ESAB is right now.
Gap father approved, rip salad incoming.
ESAB is one of those companies sitting underneath multiple huge buildout themes without getting much attention. It makes the welding, cutting, automation, robotics, gas-control and inspection equipment needed to actually BUILD infrastructure.
Pipelines, power, nuclear, defense, shipyards, semiconductors, data centers, manufacturing and emerging-market infrastructure all need what ESAB sells.
The business is evolving too. Equipment has grown from roughly 38% of sales in 2016 to ~44% recently, with management targeting 50%+ on a pro-forma basis with Eddyfi.
Gas control carries mid-40% gross margins, while Eddyfi adds higher-value inspection and monitoring across aerospace, energy, nuclear, transportation and industrial markets.
That’s the picks-and-shovels growth here….
$ESAB doesn’t need to own the pipeline, power plant, data center or shipyard it sells the equipment, consumables, automation, gas control and inspection technology needed to build and maintain them.
Around 52% of 2025 revenue came from higher-growth regions, while management sees a roughly $45B addressable market by 2028.
And the growth is starting to show. FY2025 sales were ~$2.84B, up 3.7%, with TTM sales around $3B. Q1 2026 core sales grew 10% YoY and Q2 core sales grew 13%, with 2026 guidance calling for roughly $3.0–$3.1B of core sales.
Management is targeting 22%+ adjusted EBITDA margins by 2028 or sooner as the mix shifts toward equipment, automation, gas control, software and inspection.
Now look at the chart. $ESAB has been absolutely smoked, falling from the ~$120–$140 area toward the high $60s. Weekly RSI is around 33, price is pressing the lower Bollinger Band, and the stock is sitting in a deeply washed-out technical setup.
The trend is still down, so I’m not pretending the bottom is confirmed but if organic growth keeps inflecting and the mix shift starts translating into margin expansion, this is exactly the kind of beaten-down industrial sleeper I want on the radar.
Here’s your warning. Don’t miss. 👀
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MXL
+10%
It was right there fam? AGAIN
X subs that’s why I haven’t been posting but I’ll get some different setups this weekend.
Lettting winners win.
I find the bottoms you all execute.
$VIAV $COHU $AMKR $VECO
Subscribe.
$MXL
All my favorites are slowly ramping again.
Gave the Subs the bottom only 1.50$ off not to shabby.
If you’re Thinking about subscribing, just do it. Opportunities are everywhere just need to be with someone willing to look.
MaxLinear is quietly turning into a much bigger AI/data-center infrastructure story.
Infrastructure is now >50% of revenue after growing 145% YoY in Q2, driven by the Keystone PAM4 DSP and the 800G optical ramp.
Management also raised its 2026 optical data-center outlook to $210–230M. Q3 guidance calls for $210–220M revenue vs. $168.8M in Q2, with growth expected across all four segments.
And the product roadmap is getting interesting. Keystone = 800G today. Rushmore = 1.6T, with the ramp moving into late 2026/2027.
RackCommander, intelligent eFuse power products and Carmel also expand MXL deeper into rack-scale AI infrastructure. Management recently highlighted the 1.6T mid-2027 ramp, Samsung foundry diversification and improving margins.
Technically, I’m watching the 50MA break, RSI/TSI improving and BB%B expansion. If $MXL can reclaim resistance with volume, I think the market could start pricing in the 1.6T opportunity much more aggressively. Some analysts are still carrying $105+ targets despite the pullback.
The next real test is Q3 earnings in late October.
A beat/raise, stronger optical commentary or better visibility into 1.6T could be the spark. The risks are real—hyperscaler concentration, inventory digestion and any 1.6T delays—but this is exactly the kind of beaten-down AI semiconductor infrastructure name I want on my radar.
NFA. High-beta name. Do your own DD.
See you at 100$
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Follow this legend. @Solsk
I keep shouting him out but he posts bottoms and clean charts gang.
BALL KNOWERS
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A telegram subscriber that will keep eating steak, chicken, T bone, pork chop, Biltmore wine with me.
If his limit buy hits 😭😭
Yea $CRDO not hitting my limit buy at $148 got to be the worst feeling in the entire world. Hurts more than a breakup for sure. Maybe even a punch in the face.
@HunterAllen4 Gap Daddy went balls heavy on this. Definitely rip toast wine steak chicken chop salad🍞🍷🍗🥗
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THE GAP FATHER retweeted
$ESAB
Here’s a freebie since I’ve been busy digging through energy-infrastructure picks and shovels.
And I mean UNDERTAKER LEVEL ASLEEP. ⚰️
I haven’t seen a single soul on X talking about this one except me.
That’s how under-the-radar I think $ESAB is right now.
Gap father approved, rip salad incoming.
ESAB is one of those companies sitting underneath multiple huge buildout themes without getting much attention. It makes the welding, cutting, automation, robotics, gas-control and inspection equipment needed to actually BUILD infrastructure.
Pipelines, power, nuclear, defense, shipyards, semiconductors, data centers, manufacturing and emerging-market infrastructure all need what ESAB sells.
The business is evolving too. Equipment has grown from roughly 38% of sales in 2016 to ~44% recently, with management targeting 50%+ on a pro-forma basis with Eddyfi.
Gas control carries mid-40% gross margins, while Eddyfi adds higher-value inspection and monitoring across aerospace, energy, nuclear, transportation and industrial markets.
That’s the picks-and-shovels growth here….
$ESAB doesn’t need to own the pipeline, power plant, data center or shipyard it sells the equipment, consumables, automation, gas control and inspection technology needed to build and maintain them.
Around 52% of 2025 revenue came from higher-growth regions, while management sees a roughly $45B addressable market by 2028.
And the growth is starting to show. FY2025 sales were ~$2.84B, up 3.7%, with TTM sales around $3B. Q1 2026 core sales grew 10% YoY and Q2 core sales grew 13%, with 2026 guidance calling for roughly $3.0–$3.1B of core sales.
Management is targeting 22%+ adjusted EBITDA margins by 2028 or sooner as the mix shifts toward equipment, automation, gas control, software and inspection.
Now look at the chart. $ESAB has been absolutely smoked, falling from the ~$120–$140 area toward the high $60s. Weekly RSI is around 33, price is pressing the lower Bollinger Band, and the stock is sitting in a deeply washed-out technical setup.
The trend is still down, so I’m not pretending the bottom is confirmed but if organic growth keeps inflecting and the mix shift starts translating into margin expansion, this is exactly the kind of beaten-down industrial sleeper I want on the radar.
Here’s your warning. Don’t miss. 👀
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THE GAP FATHER retweeted
THE 2-STOCK CHALLENGE IS HEATING UP 🔥
@sportsalert has opened up a HUGE lead at +20.28% 👀
@Tape_Vector sits at +15.57%, while the battle behind them is getting TIGHT.
3rd through 6th separated by just 1.01%.
Plenty of time for this leaderboard to get flipped. 👀📈
Don’t look now but @HunterAllen4 is coming
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Don’t blink. SNPS
Gap daddy knows ball
These are calls for the masses but we’re gonna find more rip salads in the telegram. Make sure to join up today.
Links in the bio. I promise you it’s worth it.
And x subs wise I’ve got a few new ideas in there too. Research is key that’s why you got me.
Posting two brand new swings this weekend.
High conviction only like $BB $CRWV $AMKR $AXTI
$SNPS
I’ve continued pointing out this area in almost every post: $370–$360 is the key weekly bounce zone.
We just got the flush into it, with today’s low around $362.55.
Don’t F**** miss what’s happening here.
Synopsys just delivered a beat-and-raise while the stock has fallen roughly 32% from its 52-week high. FY26 revenue is guided to ~$9.7B, FCF to ~$2.6B, and backlog remains around $10.9B.
Organic EDA grew 8.5% in Q3, with management targeting double-digit organic EDA growth in Q4 and FY26.
Then there’s $NVDA . They bought 4.82M SNPS shares at $414.79, a roughly $2B strategic investment, and still held the entire position as of June 30.
That isn’t a price floor, but it is a meaningful signal that NVIDIA wants exposure to the design and simulation infrastructure underneath its compute ecosystem.
The niche angle I’m watching: hyperscalers and ASIC companies are increasingly building custom silicon.
Synopsys’ Factory 2 model can potentially capture licenses + royalties when those chips ship, while 3DIC Compiler, UCIe/die-to-die, verification and high-speed IP sit directly underneath the custom-XPU and chiplet buildout.
$SNPS gets paid for the complexity required to actually build these chips.
Then there’s the IP moat. Synopsys has deeply embedded IP across PCIe, USB, LPDDR, DDR, die-to-die and other critical interfaces.
PCIe 7 has been showing >95% win rates, LPDDR6 already has multiple design wins, and cumulative multi-die wins are in the hundreds.
Once validated and designed into a chip, switching suppliers carries real technical and tape-out risk. That creates a much stickier business than simply selling software seats.
And unlike many semiconductor names, SNPS is primarily tied to the R&D required to design chips, not directly to fab CapEx. Meanwhile, the valuation has compressed sharply, with price/adjusted operating income reportedly at its lowest point since 2019.
Investor Day is September 30, followed by Q4 execution and FY27 monetization of Fusion, agents and Factory 2.
$360 is the zone I’m researching and my long-term conviction remains intact.
A rip salad is brewing 🤫😴
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Once $CRWV gets 92$ she will want 100$
NFA.
The market will give us a fun Friday today guys, are you ready to rip?
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