$AP I’ve been watching this one as a cyclical turnaround play. Not many eyes here x fam. Still early. Ampco-Pittsburgh ($AP) is not a flashy AI stock. It’s a small industrial company that most investors are ignoring, but the fundamentals are starting to improve. At around a ~$160M market cap, this is the type of company where a real operational recovery can create meaningful upside. The biggest thing that caught my attention: Orders are coming back. Customer orders increased 32% YoY to approximately $268M in H1 2026. That’s a significant improvement for a company that has dealt with tariff uncertainty, volume pressure, and a weaker industrial environment. The recovery is also broad-based across both segments. Forged and Cast Engineered Products (FCEP): • H1 orders increased 25% to ~$153M • Stronger roll product demand, especially in North America • Benefits from improving steel industry conditions • European quota/tariff protections supporting demand This segment supplies specialty forged and cast rolls used in steel and aluminum mills, along with engineered forgings for industrial applications. Production ramping has been slightly impacted by temporary transition costs at the Sweden facility, but volume recovery and margin improvement are underway as conditions normalize. Air and Liquid Processing (ALP): • H1 orders increased 42% to ~$116M • Segment achieved record order activity • Helped drive total company backlog to ~$345.5M • Largest Buffalo Air Handling order in company history • Growth from commercial pumps, power generation, data center infrastructure, and U.S. Navy defense programs This is where the story gets interesting. AP operates in highly specialized areas where reliability and engineering expertise matter. They provide: • Industrial rolls and forgings • Heat exchange systems • Custom air handling equipment • Pumps and fluid handling systems These are not easy products to replace because customers rely on qualification processes, technical expertise, and long-term relationships. The power infrastructure angle is worth watching. Data centers and AI are driving massive electricity demand, which requires more power generation, cooling systems, pumps, and thermal management infrastructure. AP is not a direct AI play, but its ALP segment benefits from the broader buildout happening around energy infrastructure. Financial improvements could be a major catalyst. Management expects: • ~$7M-$8M in annual adjusted EBITDA improvements • ~$8M-$10M in expected debt reduction The turnaround is also being helped by operational improvements, including cost savings from the UK facility closure. Recent financial results show early signs of recovery: • Consolidated sales increased 3.9% YoY to $108.3M • ALP revenue increased 17% to $37.5M • FCEP revenue was $70.8M, temporarily pressured by lower volumes and Sweden facility transition costs The valuation is where it gets interesting. $AP is trading at: • Price-to-sales: ~0.36x • Price-to-book: ~5.05x The company remains valued well below broader machinery and industrial product peers, where average P/S multiples are significantly higher. The market is still pricing this like a struggling cyclical company. But the setup is improving: • Market cap: ~$160M • H1 orders: ~$268M (+32%) • Backlog: ~$345.5M • Institutional ownership: ~49% • Insider buying over the past year • Short interest only ~2.9% Debt remains something to monitor, and weaker steel demand or slower industrial spending could delay the recovery. $AP is a small-cap industrial turnaround with improving orders, niche manufacturing capabilities, and exposure to power, defense, and infrastructure growth. It’s a boring industrial company that could become interesting if the recovery continues. After the crazy run up we’re into accumulating phase. Good area is 6$ 50ma zone if we don’t bounce sooner.

$ASYS I’ve mentioned this one a few times now. Definitely one I’d be interested in buying on the way down. Definitely still early. Unknown except by like 7 people on x. And 615 Subs. 😅 My first area would be previous wick support. If that fails, I’d be watching the $13 area around the 50MA. The reason I keep coming back to this one is because everyone is focused on the obvious AI winners, but one of the biggest opportunities is moving into the “hidden” side of semiconductors. Advanced packaging. Thermal management. Substrate processing. As Moore’s Law slows, more performance gains are coming from chiplets, 2.5D/3D stacking, heterogeneous integration, and high-density substrates. The semiconductor industry is shifting from just making smaller transistors to solving the challenges of connecting, cooling, and packaging increasingly complex systems. $ASYS is a small-cap semiconductor equipment company with a market cap around ~$300M. The company provides thermal processing, wafer handling, and polishing/CMP solutions used in AI chip packaging, advanced substrates, SiC power devices, and electronics manufacturing. The biggest opportunity is the TPS segment through BTU International. AI demand is already changing the business. AI now represents roughly 30-35% of TPS revenue, and management expects that to reach 40%+ as AI-related demand continues increasing. Recent momentum has been strong: • TPS orders grew 61% YoY • Backlog increased 25% • Q2 bookings reached ~$21.1M • Backlog reached ~$22.3M • Recent revenue growth reached ~31% YoY Why does thermal processing matter? AI chips are becoming larger and generating more heat, creating new challenges around packaging, yield, reliability, and production efficiency. Advanced packaging requires extremely precise thermal control because defects, warpage, or poor reliability can create major yield losses. Amtech’s TrueFlat technology helps address ultra-thin substrate warpage issues, which are becoming increasingly important as packaging complexity increases. The moat here isn’t an $ASML level monopoly, but there is a real niche advantage. It comes from decades of thermal processing expertise, long semiconductor qualification cycles, customer process integration, established BTU technology, and repeat business with leading OSATs and OEMs. Semiconductor customers don’t switch equipment suppliers easily. Once equipment is qualified and integrated into a manufacturing process, replacing it can be expensive, time-consuming, and risky. Some customers have accumulated hundreds of BTU systems over time, with historical customers purchasing 300+ Pyramax systems, showing the strength of the installed base. The recurring revenue piece is also important. More than 20% of TPS revenue comes from parts and services, creating a more stable revenue stream as the installed base expands. Valuation is where the debate comes in. On trailing numbers, $ASYS looks expensive: • Trailing P/E: ~100x • P/S: ~3-4x • EV/EBITDA: elevated However, the market is pricing in earnings recovery and operating leverage. Forward valuation looks much more reasonable: • Forward P/E: ~30x • Significant EPS growth potential as margins recover Management guided Q3 revenue to approximately $20.5M-$22.5M, with AI-related equipment expected to drive the majority of growth. Compared to larger semiconductor equipment companies like $AMAT, $LRCX, and $KLAC, $ASYS is much smaller and carries more risk. A ~$300M company positioned inside a multi-year AI infrastructure cycle can rerate quickly if bookings, margins, and customer adoption continue improving. One thing investors need to watch is the ~$60M equity offering completed in June 2026. That creates dilution, but it also provides capital to expand R&D and support future growth. The future of semiconductors isn’t only about making smaller chips. It’s about solving the hidden problems around packaging, heat, and integration.

$P AI NEEDS CHIPS. BUT CHIPS ARE USELESS IF THEY CAN’T GET THEIR DATA FAST ENOUGH. That’s where $P comes in. Most investors focus on $NVDA, $MU, or storage media names like $STX and $WDC. They’re missing the company that sits one layer higher in the stack. $MU sells the memory. $P makes that memory usable for AI. It doesn’t manufacture NAND. It doesn’t build HDDs. It builds the high-performance all-flash NVMe storage platforms that keep AI clusters fed with data. As GPUs become exponentially faster, storage is quietly becoming one of the biggest bottlenecks in AI infrastructure. That bottleneck is exactly where $P operates. Its FlashArray platform powers traditional enterprise workloads, while FlashBlade//EXA was built specifically for AI, HPC, and massive unstructured datasets. These systems can deliver over 10 TB/s of throughput in a single namespace, allowing thousands of GPUs to access training data without waiting on storage. The hardware is only part of the story. $P layers Purity OS, AI-driven management through Pure1, Evergreen subscriptions, and new data intelligence capabilities that organize enterprise data into AI-ready datasets. Instead of selling drives, it sells an intelligent data platform. That’s an important distinction. Its customers aren’t buying storage. They’re buying performance. They’re buying lower latency. They’re buying higher GPU utilization. Those advantages have helped $P steadily take market share, gaining roughly 13% of the enterprise storage market since 2013 while continuing to displace legacy storage vendors. The financial acceleration is becoming difficult to ignore. Q1 FY27 revenue reached $1.05B, growing 35% YoY, one of the fastest growth rates the company has delivered in years. Product revenue surged 55% YoY. Annual recurring revenue climbed to roughly $2B, up 19%. Storage-as-a-Service TCV sales jumped 73% YoY. Perhaps the most important metric? Remaining Performance Obligations (RPO) reached $3.8B, growing 41% YoY. That backlog is growing faster than revenue itself. It gives investors multi-quarter visibility into future growth and shows customers are making long-term commitments rather than one-off purchases. Management was confident enough to raise full-year guidance. FY27 revenue is now expected between $4.41B-$4.51B, representing roughly 22% growth at the midpoint. Operating income guidance also increased to $820M-$860M. Even more impressive, the business continues generating 70%+ non-GAAP gross margins, highlighting that this is far more than a commodity hardware company. Because investors focused on near-term margin pressure. NAND costs increased. Supply chain inflation compressed free cash flow margins. The company couldn’t immediately pass through higher component costs because many customer quotes have roughly 90-day pricing windows. The market simply focused on profitability instead of backlog. Hyperscale customers are also expected to contribute much more heavily during the second half of FY27. This is why I believe $P is still relatively early in its AI infrastructure cycle. Unlike memory manufacturers, whose earnings can swing wildly with commodity pricing, $P generates high-margin recurring software and subscription revenue through Evergreen while expanding deeper into enterprise AI. It’s becoming the platform that turns flash media into AI-ready infrastructure. Industry forecasts estimate the AI storage market could grow from roughly $35-45B today to well over $270B by 2034, driven by exploding AI datasets, inference workloads, and HPC deployments. Competition certainly exists from $DELL, $HPE, and cloud-native providers. But premium businesses with recurring revenue, expanding margins, accelerating backlog, and exposure to one of AI’s least-discussed bottlenecks rarely trade at bargain multiples. That’s the problem $P is solving. We either bounce here at 100MA or go to 52$ 200MA. Keep eyes x fam.

$SHMD I told the subs earlier I had a good one. It’s finally entering what I believe is an accumulation range. DON’T MISS THIS BOTTLENECK. Advanced packaging + high-performance PCB manufacturing. Overlooked? Yes. And the market still doesn’t seem to fully understand what they do. SCHMID just announced a €37M+ repeat order from a Chinese customer for HDI-ML and mSAP production equipment. This equipment will support expansion for: • AI server boards • Optical modules • High-density interconnect applications The biggest part? This was a repeat order after successful prior implementation. This order pushed SCHMID’s 2026 order intake from €44.3M to €81.7M. Now let’s look deeper. $SHMD is not a chip designer. It’s an enabler. Founded in 1864, SCHMID is a German specialty industrial equipment company focused on manufacturing solutions for: • Advanced PCB production • Semiconductor substrates • Panel-level packaging • Wet processing • Plating & metallization • Glass substrate technologies • Solar and energy applications AI chips are becoming more powerful, but packaging them efficiently is getting harder. That is where companies like SCHMID come in. RECENT BUSINESS MOMENTUM Q2 2026: • Order intake: €30.7M • Revenue: €27.7M • Backlog: €54.8M 2026 order intake is now €81.6M+ Management also raised full-year order guidance: Previous expectation: ~€114M New guidance: €125M-€150M Revenue guidance remains: >€100M Adjusted EBITDA margin target: >12% One large customer expansion can dramatically change results. AI infrastructure is not just GPUs. The entire supply chain has to scale: GPU → packaging → substrates → PCBs → networking → power SCHMID operates in the middle of this. Their HDI-ML and mSAP equipment is used for advanced PCB manufacturing required in high-performance computing. Their longer-term optionality is even more interesting: Glass substrates. Many semiconductor companies are exploring glass because it can potentially improve: • Signal integrity • Thermal performance • Package size scaling SCHMID partnered with TRUMPF to combine: TRUMPF ultrashort pulse laser technology SCHMID wet-etch expertise to develop processes for glass interposers using through-glass vias (TGVs). This puts SCHMID in a potential next-generation packaging trend. SCHMID has discussed panel-level packaging trends involving: $TSM (TSMC) $INTC (Intel) Samsung and their supply chains. The company has highlighted panel sizes becoming established around: • 310x310mm • 510x515mm • 600x600mm with panel-level packaging potentially becoming a major growth area through 2030. $AMD has not been named as a direct SCHMID customer, but AMD’s AI/HPC roadmap benefits the same advanced packaging ecosystem. There has been speculation the recent Chinese repeat order could involve a major PCB manufacturer tied into the $NVDA AI server ecosystem. One possible name discussed is Victory Giant Technology because of its AI server PCB exposure and expansion plans. A major Chinese customer is spending tens of millions on SCHMID equipment for AI-related capacity expansion. SCHMID works through a global semiconductor and electronics manufacturing ecosystem. Known collaborations include: • TRUMPF — glass interposer technology • SCHMID Avaco — vacuum processing solutions • SCHMID Pekintas — solar manufacturing • EverFlow — energy storage solutions The company also has long-standing expertise in PCB and substrate manufacturing. At roughly a ~$280M market cap: The company is still small compared with: $ASML $AMAT $LRCX $TEL The market starts valuing it less like a small industrial and more like a semiconductor equipment supplier. The company is positioned around a real problem. AI needs more than chips. It needs the manufacturing infrastructure behind those chips. SCHMID is trying to become part of that solution.

Can you change the brakes on semis too, dude? $MRVL $NVDA $ARM LET’S GO VANCE! Also… can EVERYONE go follow @InvestifyDaily and help get my man’s account to 2K followers. 🤝 Now let’s talk about $TTMI 👇 One of the most overlooked AI infrastructure names isn’t building GPUs… It’s building what those GPUs run on. TTM Technologies ($TTMI) manufactures the advanced printed circuit boards (PCBs) and RF components that power AI servers, networking equipment, aerospace, and defense systems. The growth has been incredible: • Q1 2026 revenue: $846M (+30% YoY) • Data Center revenue: +61% YoY • Aerospace & Defense: 40-44% of revenue • Defense backlog: $1.6B • Book-to-bill: 1.41 (demand continues to outpace shipments) Management expects another strong quarter with $930M-$980M in Q2 revenue guidance. The biggest shift? Nearly 80% of revenue is now tied to AI infrastructure and defense instead of lower-margin consumer electronics. That’s a completely different business than it was just a few years ago. Why I think the story still has legs: ✅ AI server demand continues accelerating. ✅ Ultra-HDI PCB capacity is expanding in the U.S. ✅ Long-term defense contracts provide revenue visibility. ✅ Higher-margin product mix continues improving profitability. They’ve also built relationships with some of the biggest names in defense and networking, including recognition from $RTX, along with major customers across hyperscale AI, aerospace, automotive, and industrial markets. The stock has been volatile after a huge run, but if AI infrastructure spending remains strong, this is one of the more interesting “picks-and-shovels” names outside the obvious mega caps. Definitely one staying on my radar. Always do your own research.

$WING I STILL LOVE CHICKEN WINGS, DONT YOU? -62% from 52 week highs! Is Wingstop broken… or is this just a cyclical reset? I believe it’s the second. The Growth Engine Is Still Running • ~3,150+ global restaurants • Added 493 net new units in 2025 • 2026 guidance: 15%-16% global unit growth • Long-term vision: 10,000+ restaurants globally The most important part: Wingstop is roughly 98% franchised. This is the type of asset-light model that can compound for years. Key metrics: • Domestic AUVs around $2M per restaurant • Franchisee returns often exceed 30% cash-on-cash • ~2,300 committed future units in the pipeline That committed pipeline represents a massive runway compared to today’s footprint. Revenue & EBITDA Are Still Growing Q2 2025 • Revenue +12% to $174M • System sales +13.9% to $1.3B • Adjusted EBITDA +14.3% to $59.2M Q1 2026 • Revenue +7.4% to $183.7M • System sales +5.9% to $1.4B • Adjusted EBITDA +9.9% to $65.4M The business is still expanding. The market is mainly focused on the temporary comp issue. Q1 2026 domestic same-store sales: -8.7% Drivers: • Lower-income consumers pulling back • Inflation fatigue • Higher gas prices • Weather disruptions But here is where the setup gets interesting: Chicken costs have fallen sharply. Expana chicken index: $1.02/lb → ~$0.62/lb Food costs improved: 37.4% → 35.8% Gross margins expanded to roughly 49.9%. Digital sales already represent roughly 72%+ of system sales, giving Wingstop valuable customer data and improving efficiency. That digital ecosystem is also powered by strategic partnerships with $DASH and $UBER, allowing Wingstop to leverage two of the largest delivery networks without building its own logistics infrastructure. 2026 Catalysts Lower chicken costs Commodity relief can flow directly into margins. Club Wingstop loyalty rollout Smart Kitchen technology Easier comparisons ahead After a difficult first half, improving consumer conditions could create a significant earnings rebound. Management has called 2026 a “transformational year” focused on these initiatives. $WING: • ~$3.9B market cap • ~31x forward P/E • ~5x sales Compared with many growth restaurant names: $CAVA $BROS $SHAK $CAKE $CMG Historical metrics show why investors once valued this company as a premium compounder: • Revenue CAGR around 23% over several years • Historically strong EPS growth • ~55% five-year average ROIC More restaurants → more royalties → more EBITDA → stronger global brand. The chart captures the explosive bull run into 2024 followed by the sharp 2025-2026 correction. Wingstop went from roughly $80-$100 into a $424+ all-time high before experiencing a major reset. This is a classic growth-stock correction after a massive expansion phase. Has the stock found a bottom, or is more downside ahead? Right now, a confirmed bottom is not in place, but the stock is showing signs of potential base-building after the steep decline. A higher-low formation followed by momentum confirmation. 9 & 21 EMA Flip Is The Key Trigger A 9 EMA crossing above the 21 EMA with price reclaiming both levels on expanding volume. That would signal momentum shifting back toward buyers. MACD: Currently still bearish: • MACD around -18 • Signal around -29 However, momentum is beginning to compress after a major decline. A bullish crossover or zero-line reclaim would be a strong confirmation. This shows price remains near the lower portion of its Bollinger range, a zone where oversold names can begin strong mean-reversion moves when momentum returns. CMF: -Still negative but improving. -A move back into positive territory would suggest increasing accumulation. Hold $130-$140 support and begin forming a base. Flip the 9/21 EMAs and reclaim $170-$190. Break above $190 with volume and target $250-$280. The chart still needs confirmation, but the risk/reward becomes interesting after a 60%+ drawdown. DONT FORGET YOUR $CELH

Everyone knows the bigger nuclear names like $LEU and $OKLO. But $ASPI and $SMR are two speculative nuclear plays worth watching as the world enters a massive power demand cycle driven by AI data centers, electrification, energy security, and the need for reliable baseload power. Both stocks have been beaten down due to development-stage losses, dilution concerns, and long timelines — but underneath the volatility, both companies continue to build assets, partnerships, and revenue opportunities. $ASPI focuses on isotope enrichment technology through its proprietary processes and subsidiary Quantum Leap Energy (QLE). Compared to $LEU, the current U.S. HALEU leader, $ASPI is the higher-risk, higher-upside technology bet. $LEU has: Existing U.S. production infrastructure DOE contracts Proven centrifuge technology $ASPI’s upside: A potentially lower-cost enrichment platform that could help solve one of nuclear’s biggest bottlenecks — fuel availability. $ASPI Growth & Expansion The company is moving from development toward commercialization. Revenue growth: ~$0.4M revenue in 2022 $4.1M in 2024 $23.8M in 2025 (+~480% YoY) TTM revenue around $26.9M Recent momentum: Q1 2026 revenue: $4.2M Up approximately 280% YoY from ~$1.1M Growth drivers: Commercial isotope shipments expected in 2026: Silicon-28 Carbon-14 Ytterbium-176 Radiopharmaceutical expansion: Targeting >$10M revenue in 2026 Roughly doubling prior levels Expanding U.S. operations through acquisitions and international capabilities Helium expansion: Renergen acquisition Phase 1 helium production targeted for 2026 Nuclear fuel opportunity: HALEU engineering contracts SMR ecosystem partnerships Potential supply opportunities beginning 2027-2028 Financial position: Approximately $290M-$330M+ cash/investments Long-term EBITDA target of >$300M by 2031 The bull case: $ASPI becomes a critical supplier of the materials needed for the next generation of nuclear reactors, semiconductors, and medical technologies. Commercial HALEU production, licensing, and execution remain the biggest hurdles. $SMR is focused on bringing small modular reactors to commercial deployment. NuScale currently has: The only U.S. NRC-approved SMR design. The NuScale Power Module: 77 MWe per module Scalable up to 12 modules Nearly 1 GW plant configurations Key advantage: NuScale uses traditional LEU fuel, avoiding some of the current HALEU supply constraints impacting other advanced reactor designs. $SMR Financial Growth & Expansion Revenue has continued to build as projects advance: $11.8M (2022) $22.8M (2023) $37.1M (2024) $31.5M (2025) TTM revenue: Approximately $18.7M Gross profit: Reached $32.1M in 2024 Driven by high-margin licensing and engineering revenue Cash position: Approximately $1.3B liquidity Strengthened by a ~$750M ATM equity raise This gives NuScale runway to continue development, partnerships, and commercialization. Losses, But this is typical for pre-commercial nuclear companies investing years ahead of revenue scale. $SMR Growth Catalysts The company is moving from licensing toward deployment. Major opportunities: TVA / ENTRA1 Energy Potential multi-GW deployment pipeline One of the largest U.S. SMR opportunities Romania RoPower project 6-module deployment International support Targeting early 2030s operation Analysts expect significant revenue acceleration as projects mature, with some estimates pointing toward roughly $100M+ annual revenue potential in the near term. The Nuclear Supply Chain Opportunity The biggest question is not whether the world needs more electricity. AI is creating an unprecedented power demand problem. Both $ASPI and $SMR are still speculative. But the combination of AI power demand + energy security + nuclear investment could create one of the biggest infrastructure themes of the next decade. History doesn’t always repeat. But major energy transitions often rhyme.

Happy Sunday everyone. 🧐 While the market is still in bleed-out mode, here’s something different… How do you still make money when stocks aren’t? Dividend payers. Consumer Staples: $KO $MO $CVS $VZ Energy Infrastructure: $OKE $SUN $ENB $ET $CWEN REITs: $O $VICI $STAG $EPR $LTC $ADC Diversification matters. One name that stands above the rest to me is $MAIN Main Street Capital isn’t a REIT—it’s an internally managed Business Development Company (BDC) with roughly a $5.2B market cap that lends to and invests in lower middle-market businesses. Why I like it: • Monthly dividends (currently $0.265/share) • Monthly dividend increased 1.9% sequentially and 3.9% YoY • Regular supplemental dividends when portfolio exits generate excess gains (recently $0.30/share) • Forward dividend yield around 5.7-8% depending on supplemental payouts • Dividend payout ratio around 78% of core earnings • Net Investment Income (NII) has consistently covered the dividend by 100%+ • Never cut its regular dividend since its 2007 IPO • Over $50/share in cumulative dividends paid since inception • Lower beta of roughly 0.70, providing some downside protection • Internally managed structure keeps fees low, reduces expense drag, and aligns management with shareholders The business model is simple. $MAIN provides customized one-stop financing through senior secured debt, subordinated debt, and equity investments in private companies with roughly $10M-$150M in revenue (while its private loan platform reaches companies up to $500M in revenue). The debt generates recurring interest income. The equity investments—often 5-50% ownership stakes—create upside that helps fund supplemental dividends. That’s a powerful combination. The company has investments across roughly 178 portfolio companies, manages approximately $9.2B of capital, maintains diversified exposure across multiple industries, and emphasizes conservative underwriting with historically low non-accruals. Profitability has remained impressive with roughly 14% ROE, ~75% profit margins, and 16 consecutive quarters of NAV growth. Preliminary Q2 2026 results showed NAV climbing again to approximately $33.88-$33.96, up 1.2-1.5% QoQ, even after paying its recent supplemental dividend. The biggest risk? Quality isn’t cheap. With NAV around $33.9 and shares trading near $55, investors are paying roughly a 1.6x price-to-NAV premium for one of the best dividend track records in the BDC industry. If credit markets weaken, defaults increase, or lending spreads tighten, that premium could compress. Ironically, that premium also benefits shareholders because $MAIN can issue equity above NAV, making new capital raises accretive and helping fund future investments. For REIT exposure, I also like: $O (Realty Income) • Monthly dividend • 98-99% occupancy • Triple-net lease model • 100+ dividend increases • S&P 500 Dividend Aristocrat • Investment-grade balance sheet • Approximately 4.9-5.2% dividend yield $VICI • Owns premier casino, hospitality and entertainment real estate • Long-term triple-net leases • Approximately 6.6-6.7% dividend yield • Strong AFFO coverage • Consistent dividend growth through acquisitions and contractual rent escalators $ADC • Monthly dividend with approximately 3.9-4.0% yield • Owns 2,600+ single-tenant retail properties across all 50 states • Long-term triple-net leases with many investment-grade tenants, creating highly predictable cash flows • Grows through acquisitions, contractual rent escalators, and consistent AFFO growth • More defensive than many REITs with lower volatility and a focus on essential retail REITs are required to distribute at least 90% of taxable income, while BDCs follow a similar pass-through structure, making both attractive income vehicles. In bear markets, cash flow becomes a bigger part of total return. Not every dollar has to chase growth. Sometimes getting paid to wait is the best strategy.

Everyone go follow @Path21Mil 🔥 GET HIM TO 1k RIGHT $NOW Go read his thread here, I don’t think you can say this enough. I say it all the time, others do too but this can not be preached enough. Don’t blindly trade guys. We don’t hit the buy button. Know the risk of YOUR investments. Understand what you’re buying.

$NVDA $MRVL Semiconductors may not be out of the woods yet. I’m seeing a setup that looks very similar to what developed before the March 2025 correction. $SOXX $SMH $SOXQ $XSD $AMAT $LRCX $ARM $ASML Three weekly indicators have my attention. 1. BB %B $NVDA is around 12.3. $MRVL is around -4.3. BB %B measures where price is trading within the Bollinger Bands. • 100 = Upper Band • 50 = Middle Band (20-week average) • 0 = Lower Band • Below 0 = Trading outside the lower band Both names are pressing the lower Bollinger Band after massive AI-driven rallies. That tells us momentum has cooled significantly. However, oversold doesn’t automatically mean a bottom. In March 2025, BB %B compressed into similar territory before price continued lower toward the 100-week moving average. 2. MACD $NVDA • MACD: -3.48 • Signal: 0.73 • Histogram: -4.20 The -4.20 histogram shows the MACD line remains well below the signal line, meaning bearish momentum is still in control even though the two lines are beginning to converge. A bullish crossover hasn’t happened yet. $MRVL • MACD: 6.20 • Signal: 12.28 • Histogram: -6.08 Although the MACD line remains positive, the histogram has rolled over sharply. That tells me upside momentum continues to fade despite the longer-term trend remaining intact. This is very similar to what developed before the March 2025 correction accelerated. 3. CMF (20) $NVDA: 0.03 $MRVL: 0.01 Chaikin Money Flow generally ranges between -1 and +1. • Above +0.20 = Strong accumulation • Around 0 = Neutral money flow • Below -0.20 = Distribution Both stocks are barely above zero. That tells me institutional buying pressure still isn’t showing much conviction. If this were a high-conviction bottom, I’d rather see CMF begin pushing toward 0.10-0.20+ as buyers step back in. Here’s why this matters. March 2025 BB %B compressed. MACD rolled over. CMF stayed weak. Price eventually lost the 50-week moving average and continued lower toward the 100-week moving average. March 2026 The indicators initially looked very similar. But buyers defended the 50-week moving average. CMF stabilized. MACD stopped deteriorating and began turning higher. The semiconductor group found support and resumed its longer-term uptrend. Today’s setup sits somewhere between those two periods. Technically, the charts haven’t broken… But they also haven’t confirmed a durable bottom. For $NVDA, failure to reclaim momentum could open the door for a test of the 100-week moving average, which has acted as major support during previous corrections. For $MRVL, losing current weekly support increases the probability of a move toward the rising 50-week moving average, currently in roughly the $120-140 area depending on how the average continues to trend. This isn’t just an $NVDA or $MRVL story. Fundamentally, I remain extremely bullish. Nothing has changed about the long-term AI investment cycle. Hyperscaler capex remains elevated. AI infrastructure spending continues to grow. Demand for custom silicon, advanced networking, HBM memory, advanced packaging, and next-generation compute remains strong. Those secular tailwinds are still intact. But great fundamentals don’t prevent corrections. Technically, momentum hasn’t confirmed a bottom yet. Until BB %B begins recovering, MACD confirms a bullish crossover, and CMF starts pushing toward 0.10-0.20+, I think the probability of another leg lower remains elevated. If history repeats like March 2025, the 100-week moving average becomes the next major area to watch. If buyers defend this level like they did during March 2026, this could simply become another higher low before the next major AI-driven advance. Not financial advice. Just sharing what I’m seeing on the charts.

The most stacked division in @Fsl_X history is dropping. Who’s next to take the time to pick a draft and wait 90 days just to lose? 😤 @LeifInvests @Investinc_Intel @ant_trading1

Who wants the smoke? @Fsl_X @LeifInvests NOT PLAYING ANY GAMES THIS TIME.

Thank you @notanotherquant for helping co host brother 🔥 Twas a success. More to come guys. Thank you to all our speakers that came on. Much appreciated 🙏🏼 @Twills08 @Fsl_X @JinJung @Vance_Roberts5 And go check out @JohnProv1 space coming up at 7pm!

FIRST EVER SPACES 🔥 Come listen to me and my boy Paul my co host talk markets @notanotherquant 💪 Gap Hunters Live. Small cap screeners. Market conditions. Subscriber info. Community ideas. Stocks to watch next week. Open floor. Q&A Come listen but to request the floor we must know you, just bare with us. Probably only 30 minutes or so but we will see who all shows up. We would love for you all to join! And spend Saturday evening hanging out before the World Cup. Set a reminder for my upcoming Space! twitter.com/i/spaces/1nGnRRl…

Since 2020 $TSM normally only pivots to the 21EMA except two times. 2022-2023 crash AND December 2024- May 2025 when it went to 100MA We’re currently sitting at a 474-398 drawdown to the 21ma on the weekly. There’s been Two other 20% Weekly pullbacks since May 2025. The last time we didn’t hold was January 2025 to April 2025 225-138 40% weekly crash. Do we hold here or go lower to the 50?

Do you like breakouts? Do you like researching new names? Do you like beaten down No name stocks? Do you like $CELH? Hit Sub for 1$ What’s stopping you from commiting 12$ a year to new ideas, new opportunities, new investment accounts, new entertainment Daily. If you’re seeing this and you don’t hit SUB I’d like to know why below. 👇 I bring the value, that 1$ will play. x.com/HunterAllen4/creator-s…

For all my Europeans and early risers thinking man I’m happy hunter is sleeping he works so hard man. I NEVER SLEEP IM STILL UP RESEARCHING 😤😤 THREE other interesting beaten down consumer Stocks I’m looking into further are $PLNT $WING $CAVA ALL interesting spots here. BUT CHECK IT. $MNTN -60% from highs. IPOd w $HNGE $CHYM Is Wall Street missing the next AI-powered advertising platform? One of the fastest-growing ad-tech companies is now trading at just ~2.4x sales. MNTN is transforming Connected TV (CTV) advertising by making TV ads perform like Google Search or Meta. Its self-serve platform lets businesses create, launch, target, optimize, and measure premium streaming TV campaigns with AI—bringing performance marketing to television. The AI moat is growing. QuickFrame AI 3.0 generates studio-quality commercials from a prompt, handling scripting, storyboarding, multi-scene production, editing, voiceovers, and creative iteration in minutes. Ads can be published directly across CTV, Meta, TikTok, and Google. MNTN Matched uses predictive AI and trillions of signals to identify high-intent households, optimize bidding in real time, and improve ROAS. Performance metrics are impressive: • 2x higher revenue in some campaigns • 6x more website traffic • Nearly 50% lower CPA • +47% ROAS in select deployments Financials continue to impress. • FY2025 revenue: ~$285M (+36% YoY) • Q1 2026 revenue: $73.7M (+25% YoY adjusted) • FY2026 guidance: ~$347–357M (+21–24%) • Active customers: +46% YoY • Gross margin: 81% • Adjusted EBITDA: +74% YoY • Q1 marked its first profitable quarter with $8.8M in net income. The valuation doesn’t reflect those numbers. At roughly a $700M market cap and just ~2.4x sales, MNTN trades well below many high-growth SaaS and AI software companies despite delivering 20%+ growth, expanding margins, profitability, and a cash-rich balance sheet. The runway is enormous. U.S. CTV advertising is expected to reach roughly $38B in 2026 and continue expanding toward ~$47B by 2028. Globally, CTV advertising is projected to grow from ~$44B in 2025 to over $80B by 2030 as streaming continues replacing linear television. MNTN is targeting one of the largest untapped opportunities in advertising: bringing millions of SMBs and mid-market businesses to television for the first time. Nearly all of its customers are first-time TV advertisers. Unlike traditional TV buying, MNTN removes agency complexity, expensive production costs, and poor measurement—making television as measurable as search or social. The company also has unique strategic advantages. Ryan Reynolds serves as Chief Creative Officer following the acquisition of Maximum Effort, bringing one of advertising’s strongest creative brands directly into the platform. $MNTN also integrates leading AI models from Google, ElevenLabs, Stability AI, and connects directly with Meta, TikTok, Google Ads, and $HUBS. Compared to the giants: • $MNTN: +36% FY2025 revenue growth • $META: +22% FY2025 advertising growth • $GOOG Alphabet: ~12–15% advertising growth While far smaller, MNTN is growing materially faster than many of the largest digital advertising platforms. If management executes, reaching $1B+ in annual revenue over the next several years isn’t an unrealistic long-term outcome. Risks remain. Advertising is cyclical, competition from $GOOG $AMZN $NFLX $TTD IS intense, and growth has moderated into the low-20% range. But with accelerating profitability, AI-driven differentiation, rapidly expanding CTV adoption, and a valuation that already reflects significant pessimism, MNTN looks like one of the more interesting small-cap AI advertising companies in the market. One to keep on the watchlist.

This is how much x pays me to give actual info guys. Blessed. 🙏🏼 Other get paid way more for the same 5 stock ideas, engagement farming, & memes. Time to retire fam 🔥😂 The best 1$ you’ll ever spend is to me. I don’t see many others posting $VIA $SPT $ASAN $INTA $CHYM $TTAN $ALIT $FIG $RPD LET ME REITERATE I AM A RESEARCH ACCOUNT. I LOVE THIS SO MUCH. LETS KEEP SEARCHING. BE THE .001%

OKAY I SEE YOU GANG. Reid responds. Lol