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62 TotalCarmen (KRMN) – Watch for a Pullback Entry in a Defense Supplier
"Right. So, the first company we're looking at here is Carmen. Ticker symbol is KRMN. They IPOed in February of last year. So, this is actually a pretty good time to take a look at the stock because now it's almost one year since the IPO. And at the end of last year, the stock was up over 230%. This is a supplier of components for the defense sector. So, it's also why there's some sentiment among analysts that this stock could still go higher even though it's already made this large move in 2025. If investors get a little bit of a pullback from this level, that might be a better buying signal for them."
The discussion on Carmen (KRMN) highlights its strong IPO performance with over 230% gains by the end of last year as a key supplier in the defense sector. Analysts see potential for further upside despite the large move, suggesting that a pullback could offer a more attractive entry point. Investors are advised to consider waiting for a slight dip before buying, given the parabolic rise and inherent volatility in IPO stocks.
Trade Call: Add Sound Hound Based on Attractive Entry and Analyst Outlook
"So, this has been a great way to follow some of the stocks we talk about on the channel. And today, I want to add Sound Hound simply because I'm excited about the analyst outlook for this stock uh and the entry point of where it is right now. So, that's the one I'm adding to versus buys right now."
The speaker provides an actionable trade call by recommending adding Sound Hound to his watch list, highlighting its attractive entry point and bullish analyst outlook. The recommendation implies potential upside, especially if upcoming earnings confirm profitability.
Google Gains Upgrades as Bullish AI and Cloud Catalysts Emerge
"with the first on the list, Google 119 bullish updates from 51 analysts. So that means all the analysts issued at least two revisions this year, some of them three times. This is a very strongly bullish uptrend in Google's sentiment trend. The consensus rose 50% in the last 12 months, leading to the high-end range. A favorable regulatory ruling has alleviated investor concern, and the company is firing on all cylinders with the launch of Gemini 3, strength in the Cloud Platform, and new revenue tied to its proprietary semiconductor technology."
Google is experiencing a robust upgrade in analyst sentiment, underpinned by significant bullish revisions and a 50% rise in consensus price targets over the past year. Key catalysts include regulatory clarity, the launch of Gemini 3, and strong cloud and semiconductor initiatives, which suggest continued upside towards the high-end valuation range by year-end.
Salesforce Reaccelerates Growth with Renewed Earnings Guidance
"the fourth stock is Salesforce. MIT's struggles in 2025 included increased investment activity, kind of cut into their margins and slowing growth. But the story uh later in the year is that those investments are paying off and they've increased their guidance, expecting an acceleration back into double digits to happen in the coming year, which has spurred the analysts to act. What we're looking at now is reacelerated growth and reinvigorated earnings, which is reinvigorating market sentiment and that has leading us to see a stock price rebound."
Salesforce, after facing challenges from heavy investments that squeezed margins, has benefited from improved guidance and a return to double-digit growth expectations. The turnaround in earnings and growth outlook is reinvigorating market sentiment, suggesting a bullish rebound for the stock over the coming year.
Lululemon Positioned for Rebound with CEO Change and Share Repurchase
"the first one is Lululemon. They struggled uh for some domestic sales. They had some margin impacts tied to tariffs, but they seem to have turned a corner late in the year. So, that string of earlier downgrades kind of ended with the calendar Q3 report, which included some outperformance and had some other good news. They decided to change the CEO, which should help reinvigorate the business, get some fresh blood into there, and uh they're focusing on international expansion. International expansion is huge because international markets are much larger than domestic markets and over time it could more than double the business. They announced a very large share repurchase authorization. They increase their authorization, I think, by a billion. They've got about 1.5 billion left, which just ensures that they'll have a nice aggressive uh share reduction pace in the coming year, which provides investors with a lot of leverage."
Lululemon faced domestic sales challenges and tariff-related margin pressures earlier in the year but has shown signs of recovery after a Q3 turnaround. A CEO change, focus on international expansion, and an increased share repurchase authorization signal a bullish rebound, positioning the stock to gain momentum once key technical levels are surpassed.
Microsoft Pullback Presents an Accumulation Opportunity
"Microsoft's been down. Um it's been drifting lower for about the last three months since the last earnings report. Um there's several reasons for that. I think right now the biggest reason is the company's close approximation with OpenAI. The stock's pulling back a little bit, making its valuation more attractive. There's nothing fundamentally wrong with the business; it's just a pullback and an opportunity for investors to accumulate at a better price."
Microsoft has experienced a healthy pullback after a strong rally, with its valuation becoming more attractive. The company remains fundamentally strong due to its leadership in cloud and AI. This dip is viewed as a timely accumulation opportunity for investors looking to add a solid, long-term holding.
May 15, 2026 Fed Chair Appointment Could Spur Consumer Rebound
""And that date, everybody is May 15th, 2026. And in case you haven't been paying attention on what's going on in Washington, that is when the new Fed chair will be appointed by President Trump. If he gets his way, with interest rates targeted at 1 to 2%, this could provide a safety valve for the battered consumer segment. With consumers currently representing just 15% of the S&P 500—the lowest ever—we could see an aggressive bounce in consumer stocks as lower rates ease mortgage burdens and improve affordability.""
Rob Spivey outlines a significant macro catalyst centered on the appointment of a new Fed chair on May 15, 2026, as driven by President Trump's agenda. He explains that with potential interest rate cuts to 1-2%, consumer stocks, currently undervalued in the S&P 500, may experience a strong rebound. The commentary emphasizes the impact of easing credit conditions on consumer affordability and market dynamics.
Bowman Consulting: Beneficiary of Energy Infrastructure Buildout
""But what we think is really interesting that's a big beneficiary is a company that we really like called Bowman, BWMN, Bowman Consulting. And what they do, Bowman is specifically when you talk about construction and engineering firms. You know, a lot of them out there, they actually build stuff. And since they actually build stuff, they have to take on the contract risk of building power plants and grids. Bowman doesn't do any of that. They function as a consultant, advising on permitting and design. We are seeing their profitability and return on assets could ramp up significantly as more projects come in, and the market isn't pricing in this potential. This buildout is expected to last 5, 7, 8, even 10 years.""
Rob Spivey highlights Bowman Consulting (BWMN) as an attractive company within the energy infrastructure space. He notes that unlike construction firms that shoulder project risks, Bowman provides consulting services for permitting and engineering, which positions it for substantial profitability improvements. The commentary underlines the long-term nature of the buildout, projecting potential operational upgrades over a 5-10 year period.
Trade Call: Sprouts Farmers Market (SFM) Looks Oversold With Reversal Setup
"Yeah, this one surprised me when I saw it on the screener. Um, it's Sprouts Farmers Market. Uh, ticker symbol here is SFM. For the people that are familiar with this stock, this is a grocery retailer focused on fresh, natural, organic foods, trading at a 52-week low despite solid earnings. I think if you're looking at Sprouts Farmers Market, you might look at it right now and say, 'Yeah, this stock looks a little bit oversold.' The relative strength indicator shows that this stock is in oversold territory and the MACD looks like it's ready to start making a reversal. So, if you're not in the stock, this might be a time to start thinking about getting in, maybe scaling into a position."
The speaker highlights Sprouts Farmers Market (SFM) as an oversold opportunity despite strong earnings. He notes that technical indicators, including the RSI and MACD, signal a potential reversal. With the stock trading near its 52-week low and technical evidence supporting a bounce, he suggests it may be an opportune moment to initiate a position, even as analysts project a consensus target that's about 70% higher.
Salesforce Poised for Reaccelerated Growth with AI
"Salesforce has been viewed as a leader for AI application for a long time, and its growth has been reacclerating. It's forecasting a double-digit CAGR for the next couple of years based on agentic AI, which will drive both growth and margins. The recent volatility appears to be ending, shifting to a more bullish bias, making it an attractive buying opportunity as the market starts to put more money into the stock."
The analyst highlights Salesforce's leadership in AI application and its promising growth prospects, driven by agentic AI. With volatility subsiding and a bullish shift underway, Salesforce emerges as an attractive addition to portfolios for long-term growth.
Apple: Awaiting a Breakthrough in AI
"Apple, for me, is a contrarian play because it hasn't really done that well with AI. A lot of the criticism is that it's just not doing anything with AI, yet it's still doing very well with strong iPhone sales and solid margins. The catalyst will be what it decides to do with AI in its stack, and if that comes out in 2026, it could be a big deal. Apple is about quality and execution, and when it comes out, it will be a finished product that consumers will want to buy."
The analyst presents a nuanced view on Apple, noting its underwhelming AI narrative despite strong core business fundamentals. While there is uncertainty about its AI strategy, Apple's renowned execution and quality could turn its fortunes around if its AI initiative materializes by 2026.
Oracle Offers a Buying Opportunity Amid Volatility
"Oracle is the poster child for stocks that have seen volatility. The profit taking has brought the stock down to key support levels that are still holding, and the RPO grew by 450%, indicating that Oracle's results are set to accelerate. It's a long-term growth story, and while there is volatility, the downside is pretty limited as we come into the new year, making it a good buying opportunity now."
The commentary on Oracle underscores its volatile recent performance but highlights significant support through strong RPO growth. The analyst sees limited downside risk entering the new year and views the current correction as an attractive entry point for long-term gains.
Quant Services Provides Essential Manpower for AI Infrastructure
"My next one is going to be Quant Services and their ticker symbol is PWR. Quant Services is a manpower provider and specifically they provide highly skilled labor and the highly in demand labor that is needed to connect this equipment up. So when you buy these transformers from Eaton, when you buy New Scale's big modular reactor or small modular reactor, you're going to need somebody that's capable of handling 6 gawatt of power without blowing themselves up. And Quant Services is the leading place to get that manpower. They have come out multiple times with reports saying that there is so much demand for that specialized skill in America that they just can't find enough people to do the work. And so they have a massive backlog of work that needs to be done as all this infrastructure comes online."
The commentary highlights Quant Services (PWR) as a key player supplying the critical skilled labor necessary to support the growing demand in infrastructure for AI applications. The company's massive backlog and leadership in manpower provision are seen as strong indicators of potential growth in a sector underpinning the broader AI buildout.
Johnson Controls: Buy the Dip Opportunity
"The shift has sent them to record highs, but their uh price to earnings is somewhere around 23ish when their competitors are somewhere around 30 to 35ish. So, even though they're hitting record highs and they're doing really well over the past 3 months, the price to earnings ratio shows that there's still quite a lot of room in there that you could play a little bit. So, I would think that you would find a nice dip, you know, a nice dip day and and create your position that way."
The speaker discusses Johnson Controls' stable repositioning into the AI and data center market, highlighting its attractive P/E ratio relative to competitors. He suggests that despite recent record highs, there remains a buying opportunity on a dip.
Stable Dividend Growth with AVY in the Bioarma Space
"I obviously didn't understand the assignment because I went in a completely different direction than they did. If I was actually going for that trade, I might be looking at some of the uranium miners, but that could take this conversation in a totally different direction that we don't want it to go. I went for a tried-and-true stock. It's one that I've loved for many years. It's Avy and it's in the bioarma space. The stock's done very well this year. Actually, pretty surprising in a beaten down industry. The pharmaceutical industry in general has not had a good year, but AVY's been a shining star in that sector and it's projected to continue to do so in 2026."
Chris presents AVY as a reliable, long-term bioarma play with solid dividend growth. Despite a challenging sector, AVY's resilient performance and robust pipeline position it as a must-own for dividend-focused investors.
Long-Term Growth Story with Palantir (PLTR)
"Well, you know, I can't do a video like this without talking about Palantir, and that's my stock. It's had a great year. I expect it to continue to have another solid year next year. I think the honeymoon phase is over for Palantir. I don't think investors should be expecting to see a stock like what it did when it went from under $20 to now at one point this year it was over 180. That hyper growth phase initially is over. It's going to quiet down a little bit, but there's no reason to believe that this stock is going to have, in my opinion, a significant pullback or there's going to be a significantly less demand for the company's services. They proved that they could scale profitability, they're growing profits astonishingly year-over-year, and they've become a core part of AI infrastructure."
Chris underscores Palantir's (PLTR) remarkable rise and asserts that despite the end of its hypergrowth phase, its proven profitability and deepening role in AI infrastructure make it a strong long-term hold, with expectations for continued growth over the next several years.
Undervalued Opportunity in Nintendo (NTDOY)
"So, my pick for the stock that I found early this year is Nintendo and the ticker symbol is NTDOY. You and I talked about this on the channel. It was, it might have even been late last year, but we were talking about this and I said the Switch is coming out. The stock looked massively undervalued where it was. It popped about 20% right after the Switch 2 was released. The stock is down a little bit right now, but I think that's actually presenting another opportunity. You see revenue growth year-over-year. You're seeing earnings growth year-over-year. So, I think there's a strong story. One bit of caution is it is an OTC market stock and that means that it may not be available for every investor in every trading platform, but if it is available for you, this is a stock you're going to want to watch."
Chris highlights Nintendo (NTD) as an early find that popped 20% after Switch 2's release. Despite a current dip, strong revenue and earnings growth suggest a buying opportunity, with a caution regarding its OTC status.
Macro View: The Emerging Markets Growth Premium
"The S&P 500 is finishing 2025 on a high note, but there are other emerging markets that had an even better year. Emerging markets tend to be riskier because they are emerging and they have less established economies, but they tend to grow faster. They grew faster than global GDP in 2025 and they're expected to grow faster in 2026. As their economies develop and the middle class grows, they have more and more disposable income to buy things, which is just creating more commerce. E-commerce is going to take share versus regular commerce and that's going to drive gains throughout the ecosystem emerging markets and developed markets."
The macro commentary emphasizes the high growth potential of emerging markets driven by rapid digitization, expanding middle class, and robust consumer demand. The analyst contrasts these gains with the S&P 500's performance, underscoring emerging markets as a compelling diversification play for 2026.
Arco Dorado: Blue-Chip Value in Latin America
"The last one is Arco Dorado. That sounds familiar. It's McDonald's Latin American franchiser. This company is growing at mid-sle digits. It's got a really solid dividend. It provides a deep value and a high yield compared to the parent company. So, you kind of get the benefits of owning the blue chip McDonald's, but with the emerging market exposure."
Arco Dorado is presented as a value play that offers blue-chip benefits through its association with McDonald's, while providing emerging market exposure. Despite current margin pressures, catalysts like market share gains and a recovering margin profile in the coming year underpin its potential.
Grab: Momentum Building with Super App Advantage
"This is a stock that's been on my radar for a couple years. This is a story that's been kind of developing and gaining momentum, and it seems like this year it's reaching this critical mass where all of these good news vectors are combining. It's being reflected in the analyst and institutional sentiment trends, which is providing support for the market. I know we've talked about it several times, and I think it has a lot of growth potential. I'm going to add Grab to my watch list."
The analyst expresses a bullish view on Grab, noting that the stock is gaining critical momentum with multiple positive catalysts including analyst upgrades and institutional support. He indicates a personal commitment by adding it to his watch list.
Trade Call: Evolve Technologies Buy Pick
"I think Evolve just makes so much sense. I think it makes so much sense that I actually am going to say this one's going to be my Bridget's buys pick for this video. I think that this one is a really strong potential for a company. I think it should do really well in the future. So, I'm going to add this to my watch list."
The speaker explicitly recommends Evolve Technologies (EVV) as his top trade pick, highlighting the company's revamped business model—shifting from distributor-based revenue to direct-to-consumer—which is expected to accelerate revenue recognition and profitability in response to long-term contracts. This recommendation is positioned as a strong, bullish play looking ahead to 2026.
Caution on Nvidia's Dominance Amid Competitive Pressure
"Very interestingly, one thing I would kind of put a little caveat in here is there are a lot of names out there throughout the AI supply chain that we really like on this rebound. But, and you just brought them up, one name we're not that bullish on is Nvidia, which is weird to think about because they're the big kahuna. They're the mothership, right? Everyone's been riding in their wake, but we are not bullish on the mothership because we think that the industry is moving away from the mothership. Actually, that is really interesting. And I think some other analysts that we've interviewed on the show would agree with you that the competition is heating up a little bit for Nvidia."
The speaker expresses a bearish view on Nvidia (NVDA), noting that despite its dominant position, the competitive landscape is shifting as major tech firms push forward with their own custom AI chips. This commentary suggests caution regarding Nvidia's long-term market leadership.
Bullish on Micron's Near-Term Rebound
"I think another poster child for this rebound and really an example of that AI spending not slowing down is uh MU. Let's talk about that one too. Yeah. So, Micron is, um, I supply memory for data centers. Very big component in data center buildouts. Memory is super cyclical. Historically speaking, if you look at a stock chart for Micron, this is one that goes up a bunch and down a bunch and it goes kind of like a sinosoidal wave. Like it goes up and down and up and down and up and down. It's super volatile. If you look at the past 20 years of that stock. So this is a stock that, very much like Coreweave, will perform wonderfully when the spending taps are open and will perform poorly when the spending taps close off or start to slow down. Once again, we're seeing the spending taps reopen for an accelerated spending burst in 2026. Micron just reported earnings. The biggest part about that earnings report was not that they did crush the numbers for their quarterly numbers, but it was next quarter's guide. They're going from like 60 to 70% growth to 150, 160, 170% growth. So Micron issued that guidance before this Open AI news. So I really like Micron stock. It's a highly cyclical name. So it's not a name you buy and hold for 5 years."
The speaker highlights Micron (MU) as a prime example of a cyclical stock that could benefit from renewed AI spending. He stresses that while Micron is highly volatile and not suited for long-term holds, its next quarter guidance showing dramatic growth makes it an attractive short-term opportunity.
Buy Call on IonQ for a Long-term Entry Opportunity
"Right now, uh what has this one been doing? And I feel like it's maybe the the first of of a model that we're going to see kind of repeated quite a bit over the next list of stocks as well. The entire sector, as we've talked, has kind of been struggling. So, they're down about seven or eight% over the past three months, but they're actually up still about 80% on the year, and that's a good thing because it gives you a little room to enter in and start building your position. The thing about this stock is they have a 1.5 billion in cash right now. So, they have a really long runway before they're going to run out of money. And then on top of that, they're currently selling time on their system to Hyundai for battery simulation and also to the US Air Force. They have a military contract, a strong industry partner with Hyundai, and their stock is depressed enough that it could be a really good entry point for someone who's wanting to start a position in this company."
The speaker highlights IonQ as an attractive entry point based on its robust cash reserves, key military and industry partnerships, and depressed stock price, suggesting a compelling long-term trade call for investors.
Advanced Micro Devices Positioned for Growth in AI and Data Centers
"Yeah, that's that's Advanced Micro Devices. Advanced Micro Devices is well positioned for for many reasons. Uh but GPUs is one of them. If there's any company that can take market share from Nvidia, it's advanced micro devices. They're going to launch the MI450 line this year which is a rack scale system which means that they will have viable solutions for the hyperscalers which means that people like Google, Amazon, Microsoft, Meta, OpenAI, all the large hyperscalers will be able to buy these uh GPUs in bulk not just as a niche or as a side project. Put it on par with Nvidia as far as its business capability and I expect to see that its GPU and data center business will grow and I think also right now the analyst forecasts are much too low."
Thomas Hughes highlights AMD as his top semiconductor stock for 2026, emphasizing its potential to take market share from Nvidia through the launch of its MI450 line. He cites the company's strong positioning in GPUs and data center markets, noting that current analyst forecasts undervalue its growth prospects.
Power Bank (SUN) Pioneers Space-Based Data Center Power Solutions
"so that's where we decided to partner with Smartlink AI, a Singapore company that is very active in the new technologies. You know, looking forward to our first test pilot satellite on Earth's orbit, probably I would say late this month or early December. I think one square kilometer can give you about a gawatt of power 24/7. There's no weather, there's no snow, there's no dust, right? And secondly, if you look at this one is that the high performance computers take a lot of power to cool the chips. On earth, we probably will have to spend about 45% of power to cool the chips. Well, up there is a very cold, you know, I think it's minus 200 some degrees. So using adaptive thermal management that you can actually dissipate the heat into the space, right?"
Richard Louu of Power Bank (ticker SUN) explains the company's innovative move to power AI data centers via space-based solar power. Highlighting a partnership with Smartlink AI, he outlines their plan to launch a test pilot satellite by late this month or early December. He emphasizes key technical advantages, such as continuous 24/7 power generation and drastically reduced cooling needs due to the extreme cold of space, which could lower operational power consumption significantly.
Grail's Potential in Biotech with FDA Approval Catalyst
"I will throw one particular name out there that I think is really attractive at uh in today's market. That's a company called Grail. Symbols G R A L. And it's a company uh was spun off from aluminina uh a few years ago and it it was its mission was to be able to detect over 50 different types of cancer with a simple blood draw and they've been amazingly successful. It's called the gallery test. You can actually order it online. I've taken it for $950. They send you uh a couple of vials. You go to a a local blood draw center like Quest. They draw the blood. They send it off and you get a report back. And it's a good feeling to know you've tested negative for over 50 different types of cancer, especially types of cancer like pancreatic cancer, which a diagnosis there is a virtual death sentence because people only live weeks. There knows no, it's not detectable until stage four uh when people go in their doctor's office. But here they can catch as early as stage one. And for those people who say, 'Well, I wouldn't want to know.' No, you would want to know because the earlier can catch cancer, the the more successful the treatments are. And so this test, the gallery test by Grail, is already been fasttracked for FDA approval. My guess is it will soon be a routine part of everybody's physical when they're 50 years or older. So the company, I think, has got a great future ahead of it. It's got a market cap of just $3 billion, but could be much, much bigger. If it gets that FDA approval and then insurance companies and Medicare start covering the test, it will be a huge win for the company."
Alexander Green highlights Grail as a promising biotech company with a novel cancer detection test that has been fasttracked for FDA approval. He underscores that the company's relatively modest market cap of $3 billion could expand significantly with regulatory success and broader insurance coverage, making it an attractive long-term investment opportunity in the biotech space.
Gilead Sciences as a Stable, High Free Cash Flow Biotech
"Right, so now we're going into the biotech area. Gilead Sciences is not your typical speculative biotech; it's one of the blue chip names and a cash flow machine, boasting the highest free cash flow yield among the three at around 6.19%. Anchored by proven drugs for HIV and hepatitis C along with a growing oncology portfolio, the company generated $7.7 billion in its most recent quarter. With several phase three candidates that could lead to new commercial drugs in the next year or so, this is a stock for investors looking to accumulate stable, rewarding cash flow over time."
The speaker presents Gilead Sciences as a stable biotech investment with robust free cash flow and a solid portfolio of proven drugs. Despite the inherent risks in biotech, its diversified product base and near-term catalysts from phase three trials make it a favorable accumulation candidate for long-term investors.
Applied Materials: Steady Play in Semiconductor Super Cycle
"Yeah, the second name I have on my list is um Applied Materials. This is a semiconductor company and a quiet little powerhouse with a free cash flow yield of 3.07. It has exposure to chip fabrication, foundry equipment and materials engineering, which are all critical for AI and data centers. Despite $1.4 billion used in buybacks and dividends last quarter, the company aims to deliver 80% to 100% of its free cash flow to shareholders over time. If you believe we are still in the early stages of a semiconductor super cycle, then Applied Materials is one that value and income investors should watch."
The commentary on Applied Materials emphasizes its stable free cash flow and strategic exposure to semiconductor equipment amid an ongoing super cycle. The speaker suggests that long-term value and income investors could benefit from the company's fundamentals despite near-term earnings anticipation.
Salesforce Turnaround Trade Call
"Yeah, the first one may surprise some investors, and that is Salesforce. Um, the ticker symbol here is CRM. At the time I wrote the article, the company had a free cash flow yield of 5.06%. What may surprise people is, okay, so Salesforce is, as a lot of people know, they were spending a lot of money to acquire their customers through acquisitions which was eating away at their free cash flow. But now that cycle's turned around and they've got enough subscribers coming in, reporting over $10 billion in revenue with 9.7 billion from recurring revenue. Analysts love the stock; they have a price target for Salesforce of 32523 and that's a 33% gain from where the stock is right now."
The speaker highlights Salesforce's turnaround based on improved free cash flow and strong recurring revenue, noting a bullish price target of 32523, implying a 33% upside within the next 12 months despite the current downtrend.
Trade Call on Vertive (VRT) Following Dramatic Pullback
"Second company we're looking at is Vertive symbol as VRT. Now Vertive makes a whole suite of infrastructure cooling and uh sort of thermal management power management solutions very critical to building out data centers. Verdive has been a a wonderful stock that we've liked for a long time. It's now pulled back dramatically to long-term support. This is the way you want to enter the market on pullbacks, not at new highs when everybody is excited and uh a little bit of animal spirits are in the marketplace."
Vertive is presented as a strong trade idea after a significant pullback. Its role in providing crucial cooling and power management solutions for data centers, along with robust long-term demand, makes it an attractive entry point.
Buy Opportunity on Qualcomm (QOM) on AI Chip Pullback
"On October 27th Qualcomm announced that they were getting into the AI chip business. Now Qualcomm is an experienced player in semiconductor chips. And even before that announcement we were bullish on Qualcomm. The reason being that they made an acquisition about three or four years ago, not a very expensive one, maybe a billion or two billion dollars that enables them to compete with Apple in that next generation PC chip. And the market really hasn't given them enough credit for that. But then on October 27th, they announced that they were getting into the AI chip business. The stock spiked up over 30%, maybe 35% and it's now pulled back. I think that for a chip play that's less sort of obvious than Nvidia and AMD, I think Qualcomm is very attractive from a long-term point of view. Anytime you see a stock spike up on news, pull back, but hold the level that it was at prior to the spike, that's an attractive time to be looking to buy it."
Qualcomm is highlighted as an attractive long-term buying opportunity following a significant price spike and subsequent pullback, driven by its strategic move into the AI chip business and a previous acquisition that positions it against competitors like Apple.
TE Connectivity Positioned to Benefit from IoT and AI-Driven Growth
"The third company I'm going to talk about is called TE Connectivity. The symbol is TEL and, on the surface, it's a very boring company making connectors. But it's a play into the internet of things. Devices connected to the IoT are growing at about 20% a year and through 2032, it's expected to double revenues in this area. They operate with very low margins so the biggest impact is on the top line, with sales growth accelerating for the first time in years. This stock has done the best since we launched Breakthrough Investor and is above our buy target right now."
TE Connectivity is presented as a hidden gem benefiting from the IoT revolution and AI-enabled improvements. The commentary emphasizes accelerated sales growth and its current status above the buy target, suggesting promising near-to-medium term performance.
Roku's Evolution from Hardware to AI-Driven Streaming Software
"The second one I like is really a household name. It's called Roku. Most all of us have a Roku in our house. They made a decision several years ago to deemphasize selling sticks and instead sell their software as an operating system for smart TVs, putting them in 90 million households around the world. They just signed a deal with Amazon that gives them access to, I believe, 80% of U.S. households to play advertising into, and their advertising business is growing like a weed. They turned profitable and are even buying back stock."
The insight outlines Roku's strategic shift from hardware to a software-centric model, driven by its expansive user base and new advertising partnerships. The commentary underscores Roku's potential growth in the highly fragmented streaming market enabled by AI.
Interactive Brokers Leads with AI-Driven Brokerage Innovation
"So, the first company was one of our initial recommendations. It's a company called Interactive Brokers. It was founded by a guy named Thomas Ptery who was a Hungarian immigrant. Interactive Brokers is a tech company masquerading as a brokerage firm with an 86% operating margin. If you've ever had an account there, you know it's virtually impossible to get a person on the phone because they actively deploy AI to manage the entire customer process. They develop the technology for their largest clients and deploy it into the retail base, giving you the best technology for a very low cost."
The speaker highlights Interactive Brokers as a standout company leveraging AI to optimize customer processes in brokerage. Emphasis is placed on its high operating margin and innovative use of technology, making it a compelling player in the sector.
Apple to Enhance AI Integration on iPhone
"I think Apple has a really good chance to get its head out of its rear end and create that agent for your phone. They're not doing it. If they maybe they can acquire it from someone, they can buy the talent and do it and bring it in because Siri is not what I'm talking about. I'm talking about something that makes Siri look like an idiot, you know."
Dan Ferris expresses a bullish outlook on Apple, suggesting that if the company can integrate a far superior AI assistant, it could significantly transform the iPhone experience, despite the stock currently being expensive.
XR ETF: Defense and Aerospace with AI Tailwinds
"So, the last one that I want to tell you about is a bit of an oddball. This is the Spyder, it's another sector ETF. It's the defense and aerospace or aerospace and defense ETF XR. And the reason that I want to mention that is because right now everybody's talking about tech. They're trying to find tech names and they're, you know, looking for the greatest opportunities. And I want to make sure that people remember that there's a lot of tech that isn't labeled tech, right? Let's talk about returns for this aerospace and defense ETF. What kind of returns are we seeing so far? And what's the potential for returns in the sector? Yeah, so you're going to love this. XR is currently up 46% this year. And like we talked about, that includes some heavyweight names in the industry as well as some of those smaller names. In fact, I believe the last time I checked the Power Gauge there were no bearish names inside this ETF."
The speaker introduces the Spyder Aerospace and Defense ETF (XR) as a nontraditional tech play, emphasizing its exposure to defense and aerospace technologies driven by AI and increased government spending. With an impressive 46% year-to-date return and a mix of heavyweight and smaller names, XR offers exposure to tech innovation outside of conventional sectors.
XNTK ETF's Dramatic Outperformance
"The next one is the Spider NYSE technology ETF, XNTK. Another big mouthful of a name there, but this one is dramatically outperforming the market this year. What does dramatic mean? How much of a return has this one had? So far this year, XNTK is up 39%. That's getting, you know, for a broad basket of tech stocks into massive territory. You know, 40% in a year. I I think that's a pretty good return. A great return, especially if you're looking at more conservative approach to the market. It's not 300% which is what some people have been looking for in in many different areas of the market right now. But again, for an ETF, that's a really great return."
The speaker discusses the Spider NYSE Technology ETF (XNTK), noting its impressive 39-40% year-to-date return. He contrasts these returns with the unrealistic expectations some investors have and positions this ETF as a more conservative yet high-performing option in the tech space.
IGM ETF Showing Strong Performance vs. NASDAQ
"So, the first one is the EyesShares Expanded Tech Sector ETF, IGM. It's a bit of a mouthful and this one I think would actually really surprise people because the the NASDAQ or QQQ has uh today about 101 stocks in it. Um and this one has more than 200. It's I think it's 260ome stocks in it. So you'd think with a broader basket like that you're going to be diluted. It's not going to be doing as well. And yet the way that these ETFs are constructed matters a lot. And the way that the waitings are arranged inside the ETFs matters a lot. And so it would surprise you to find out that this one's actually beating the NASDAQ right now. So since the start of the year, it's up roughly 26%. Whereas the NASDAQ right now is up around 19%. Those are phenomenal returns in any year, but like I'd rather have the 26% if I could. And I still know that the names in there are good."
The speaker highlights the EyesShares Expanded Tech Sector ETF (IGM) and emphasizes its strong performance, noting that despite having a broader basket of stocks compared to the NASDAQ, it is delivering a 26% year-to-date return versus 19% for the NASDAQ, suggesting attractive construction and stock quality.
Baker Hughes: Undervalued with a Strong Process Know-How Moat
"The second company is a company called Baker Hughes. Baker Hughes is an oil and gas equipment and service company exposed to a competitive advantage called process know-how. They help oil majors punch holes in the ground and optimize reserves, building a core competency that takes years for competitors to replicate. As that competency reinforces itself, the return on assets continues to rise. Right now, the market misunderstands these process know-how businesses and is pricing in profitability decline, which makes the stock really cheap."
Rob Spivey explains that Baker Hughes has developed a strong competitive moat with its specialized process know-how in servicing oil majors. Despite cyclical pressures, its compounding return on assets and undervalued pricing suggest a promising long-term value play.
Avoid Oracle Due to Fading Competitive Moat
"The third company is the opposite. This is a company that we think that everybody should avoid. And it's because of the other really powerful thing that happens when you talk about competitive advantages. It's companies that change their competitive advantage. For Oracle, when they get somebody locked on to PeopleSoft they collect revenue year in and year out. They decided, 'You know what, that business isn't good enough for us. Instead we're going to go build data centers for OpenAI.' And because of that, we have seen Oracle's return on assets steadily fade over the last few years. I would not be an owner of Oracle for the next two to three years."
Rob Spivey warns investors to avoid Oracle, arguing that by shifting focus from its traditional ERP model to building data centers for OpenAI, Oracle has compromised its durable competitive moat and experienced a steady decline in return on assets. He advises staying away from Oracle for the next 2-3 years.
Buy Energy Fuels Inc. (UUUU) as a Key Domestic Uranium Producer
"All these nuclear companies need uranium, and right now, the only US-based producer is Energy Fuels Inc. It's trading at about $20 following a recent sell-off, and with its significant uranium and rare earth assets, I see a strong opportunity here. I wouldn't be surprised if we see a move from 20 to 40, making this a compelling buying opportunity in today's market."
An actionable trade call for Energy Fuels Inc. (UUU), the sole US-based uranium producer, seen as a buying opportunity with a potential upside from $20 to $40 due to its strategic assets and market demand.
Take Profits on Tesla Amid Headwinds and Overvaluation
"Tesla is the stock that will really make all your readers spit up their coffee. I long ago was short Tesla very painfully and I have long said do not short Tesla at any valuation, but I think it's reached a point where you want to be taking some profits on it. With a trillion5 valuation and facing massive headwinds such as the loss of the $7,500 US tax credit and rising competition from Chinese EV makers offering vehicles as low as $8,000, I just don't see the core business justifying its valuation. The optimistic calls on robo taxis and Optimus robots do not materialize quickly enough to offset the decline in vehicle sales."
Advises taking profits and reducing exposure to Tesla given its unsustainable trillion5 valuation, headwinds from the removal of key tax credits, and intensifying competition in the EV space which undermine its long-term growth story.
Exit Apploving Amid Shady Practices and High Multiples
"Apploving has over a $200 billion market cap and trades at 63 times this year's earnings, 36 times revenue. A number of well-respected activist short sellers have exposed all sorts of shady business practices, including tricking users into downloading the app and bombarding them with ads. Unlike Palunteer, its valuation isn't as extreme, but these questionable practices could trigger a significant sell-off. Congratulations if you caught this rocket ship, but it's time to get off."
Suggests exiting Apploving due to its extreme valuation combined with exposed questionable business practices, which may lead to a sharp correction.
Buy Global Payments for Its Undervaluation and Growth Catalyst
"Sure. This is one I haven't written about before, but it's called global payments. GPN is the ticker. And if you think of the whole world of anytime you use your credit card, there's a whole series of, you know, you have Visa and Mastercard. But then there's also another category called merchant acquirers that take a very small piece of billions of transactions. Global Payments, if you look at its earnings, profits, its free cash flows over the last 20 years, it's just gone up and up and up. In this case, the stock was a great growth stock tracking earnings, but over the last four years the stock's gotten cut by more than 50% while the business has continued to grow. It used to trade at 19 times forward earnings and is right now trading at 6.4 times next year's earnings. Once the World Pay acquisition closes early next year and the fundamentals re-rate, the stock should triple just on the multiple, plus earnings growth on top of that."
Presents Global Payments (GPN) as a compelling buy on the basis of its dramatic undervaluation relative to historical multiples, bolstered by a strategic acquisition that positions it as the market leader in merchant acquiring.
Buy Match Group as a Value Play in the Dating Market
"Sure. Um last year uh I recommended Match Group which uh has the dating site Match u but also owns Hinge and Tinder. And um the these are good businesses. There's no capex. They just operate a website and you know people can meet each other. And the stock's uh much more beaten down, but it produces a ton of free cash flow. Um, and it trades at 8 and a half times next year's earnings. They produced in the last 12 months a little over 900 million of free cash flow and they spent 876 million buying back their beaten down stock, reducing their share count by 9% in the last year. It's a classic value stock situation that I like."
Recommends buying Match Group as a value play thanks to its strong free cash flow generation, significant share buyback activity, and attractive earnings multiples amid a beaten down stock price.
Buy Joby Aviation for its Upcoming Commercial Launch
"Sure. Well, why don't I start with I I pitched a uh a stock that I pitched here two years ago that I still like one year ago that I still like and a new stock uh so let's start with the oldest one first. Uh that's really worked out wonderfully. Uh Joby Aviation. It's one of the most speculative stocks I've ever uh recommended. They make electric aircraft. Um, and they're in a very emerging technology. They have not yet begun uh flying passengers commercially. They don't yet have FAA approval, but they're going to start flying in Dubai between Abu Dhabi and Dubai probably early next year. And you know, the stock has tripled on investor enthusiasm for the progress they've been making toward launch of commercial service. But I think when they actually do launch commercial service, it's probably got another double in it. So, it's only got a $15 billion market cap today. And so, I think either the business works and the stock's a buy or any number of companies could come in and buy them for their engineers and their technology. So you should size it appropriately."
Recommends buying Joby Aviation, a speculative electric aircraft manufacturer expecting to initiate commercial service in Dubai soon with potential for a significant stock price double following launch and eventual FAA approval in the U.S.
Primorus Trade Call: Capitalizing on Energy Construction Bottlenecks
"So, uh, Primorus, P R I M O R I S. Primorris. And you know, we don't have to make a bet on Nvidia. Like, everyone's saying, what would you do with Nvidia? I'm like, I don't know what I do with Nvidia, right? I mean, just there's so many people looking at. I'm not, I'm not saying it's good or bad. I'm just saying where do we have a better riskreward? We know where Nvidia is spending. We know where all the hyperscalers are spending on AI. And the bottleneck for AI is not chips. It's not not having enough chips. It's not having enough software engineers. I mean, yes, they're going to need to find them, but the real bottleneck is electricity. And you can't generate more electricity without construction. And so, Primorus is a construction engineering company that focuses specifically on energy and utility companies, meaning on building out electricity generation. And right now, that is the big bottleneck. And so as long as companies need that more electricity, this company which specializes in construction engineering, this is going to do very, very well. On top of that, yes, the stock has already doubled or more, and when we look at it, it also has uniform earnings numbers that are increasing and growing strong, I would say accelerating."
This trade call highlights Primorus as the stock to watch due to its focus on construction engineering for energy and utility companies. The speaker emphasizes that in a market where electricity generation is the bottleneck for AI and overall growth, Primorus has not only already doubled but also shows strong, accelerating uniform earnings momentum, making it an attractive risk/reward opportunity.
Applied Materials Trade Call Driven by AI Tax Incentives
"It's definitely going to be Applied Materials. And this is a stock that, you know, has had if you look back on the 5-year, it's kind of been stagnant, so to speak. It came to life during sort of the passing of the bill, but rolled over slightly and now has started a new trend higher, hitting an all-time high or 52-week high, I should say, this year. And I just can't see how this particular area just doesn't continue to grow if all of these deals that OpenAI and the rest of these companies are putting together materialize. I think AAT has got at least a 50% run from here."
The speaker highlights Applied Materials as a compelling buy candidate in the AI space, driven by unique tax incentives and robust demand for chip manufacturing equipment. He outlines that despite a previously stagnant 5-year performance, recent catalyst events and massive infrastructure investments suggest the stock, referenced by its ticker AAT, could see a substantial 50% upside.
Tempest AI: Disrupting Healthcare with AI
"Yeah, so the company that I like the most in the application layer right now is Tempest AI, tickers TEM. Um, we like Palanteer for a very, very long time, but that was one that I think it is now really big. You know, Nebus and Oaklo, they're still pretty small. Palanteer is actually really big now. We still like it. I think it's a long-term winner, but I don't think it has that 5x, 6x, 7x high torque upside. Tempest AI to me does. I think healthcare AI is the last undervalued and undiscovered corner of the AI boom, and those stocks are starting to wake up. There's a few names in there that have really gone on big rallies over the last few weeks, and the one leading the charge that has the most upside potential in our opinion is Tempest AI. I think they have a really good team. They're creating personalized health care solutions using AI."
Highlighting Tempest AI (TEM) as a standout in the application layer, Luke Lango explains how the company is poised to revolutionize healthcare with AI-driven personalized solutions. He notes its technical breakout potential and forecasts significant upside as barriers to regulatory approval begin to lower.
Oaklo: Nano Reactor for AI Data Centers
"Yes, I think the big winner here, the lottery ticket here is Oaklo. Ok. Now, they're a nano reactor company, nuclear nano reactor. I think nuclear is the best energy for AI data centers cuz it's clean 24/7, very efficient, very cheap once built. So, I think it's the best. But big reactors take forever to build and we don't have forever. A big reactor takes 10 years. I just said by 2028 we're going to be 36 short. That's 3 years. We don't we can't wait 10 years for big reactors to come online. But a nano reactor, what Oaklo is building, they're about a tenth the size, maybe 12 to 24 months to going up and running from shoveling ground to actually producing energy, all of a sudden that makes a lot of sense."
Luke Lango identifies Oaklo as a compelling trade call in the energy space for AI data centers. He argues that Oaklo's nano reactor technology, with a much faster deployment timeline compared to traditional reactors, positions it as a critical enabler in meeting the rapid energy demands driven by massive AI infrastructure investments.
Nebius Group: Ferrari of AI Cloud Compute
"Yeah, so the stock that I really like here is Nebius Group, tickers NBIS. I like to call them the Ferrari of AI cloud compute because what you have is you have all these big AI data center operators. They're building these new data centers, but they're still supply short. They're still crunch that the demand still leads to supply. So, they need to go and find more anywhere they can find it. Now, Nebius is a smaller company that operates data centers, but very specific for AI. So, when Amazon builds a data center or Microsoft builds a data center, it's got to be multi-purpose because AI is part of what they do, but they also just service general cloud compute, not Nebus. Nebus is AI, AI, and AI and a little bit more AI. That's all they do from the ground up."
Luke Lango presents Nebius Group (NBIS) as an ideal trade call due to its specialized focus on AI-only data centers. He emphasizes that while larger players build multipurpose centers, Nebius is solely dedicated to AI, creating a supply-demand mismatch that could drive significant growth over the next 12 to 24 months.
Government Involvement as a Catalyst for Intel
"The US government just bought a stake or they're buying a stake in Intel. Why? They want foreign chip manufacturers to build stuff in the United States. Come to us, come to the state, come, we will give you tax credits. That's real money, real flowing that will lead to investment return. When government is focused on something, it's really hard to stop that and prevent it and money will flow there and move that way."
The speaker highlights the government's active role in influencing the semiconductor industry by taking stakes in companies like Intel to incentivize domestic production. This commentary implies a positive catalyst for Intel as government backed initiatives could lead to a boost in investment returns.
Reduce Overexposure in Nvidia for Diversification
"So if you have all of your money in two stocks, whatever they are, Nvidia, whether it keeps going up, whether it doubles from here, it's probably not a good idea. You want to be in a multitude of investments from fixed income where you're not earning much but it's safe. Now, if you've written this up and you were lucky or you were smart, if you were 25 years old and you put everything you owned in Nvidia, you know, 5 years ago and now you've got 100 grand off of nothing, now is the time to learn how to truly invest through these downturns and for the future. For example, let's say you had 30% of your wealth in Nvidia and I think you would want to trim that to at least half of that. And then what do you put it into? You can put it into a long-dated Treasury security which will pay you for 10 years, 15 years, four and a half, 5%."
The speaker advises investors to avoid concentration risk by trimming an overly large position in Nvidia (e.g., if holding 30% of wealth, consider reducing it by half) and reallocating into safer fixed income investments like long-dated Treasuries. This is risk management advice suggesting diversification as a hedge against potential market downturns.
New Commercial Partnership as a Positive Catalyst
"Another week, another new deal. This one was announced on the commercial side. I wrote about this for MarketBeat and the deal is with a company called One Mednet Corp. They're a publicly traded company. So what's happening there is One Mednet's going to be using Palantir's AIP platform to enhance its healthcare and data analytics capabilities."
The speaker discusses Palantir securing a new commercial partnership with One Mednet Corp, a publicly traded healthcare company. The deal is expected to accelerate One Mednet's use of real-world imaging data in clinical research, and is seen as a positive catalyst that reinforces Palantir's expanding role in both commercial and government sectors.
Earnings Breakout Potential at Critical Resistance
"So that's telling investors that right now that's a pretty critical point of resistance that the stock's looking to move past and the next catalyst for that movement is probably likely to be earnings. If the company delivers an earnings report that investors have become used to, then I think you could easily see Palantir blow past that point and then we're talking about that $200 price level and even some analysts have been going above that $200 price level."
The speaker highlights Palantir trading near a critical resistance at around $188 and argues that if the upcoming earnings report meets investor expectations, the stock could break out to the $200 level. This insight underscores the stock's technical setup and the earnings report as the catalyst for further upside.
Hidden Gem in Water Storage: Trade Call on CDZI (Cadiz)
"Yes. A water solutions, water storage out there. Here the ticker is CDZI or Cadiz. I think it's Spanish. Uh, Cadiz if you want to say it in a we'll say a Spanish way but CDZI and it is a low low price stock for you. You know, right there shortly above it around 6 a share. So, it's what I love and it's a name that I actually wouldn't have found if it wasn't for my newsflow scanner. It really caught my attention earlier this month in October where I saw a call buyer step in. And I was like, whoa, what is this trader doing in this stock? And I think this could be a growth story that maybe hits that double digit mark and prints over 10 to even 12 dollars a share by first quarter of 2026."
The speaker highlights C DZI (Kadis) as an overlooked water storage stock trading just above $6. Triggered by significant call buying activity and unique fundamentals tied to infrastructure usage, he envisions a potential growth scenario driving the stock into double digits, possibly reaching $10-$12 by Q1 2026.
Zinc-Based Battery Play with EOS Energy Enterprises
"But this name, EOS Energy Enterprises, it's a a relatively lower price stock around 16 bucks a share. And what they are is they make zincbased batteries, which you don't hear too often. You know, lithium's kind of the hot topic on Wall Street, but again, they move so much. Problem with lithium is, you know, catch on fire and what can happen? So, I thought to myself, well, no one's really looking at zinc, so to speak, and their quarter-over-year revenue is up about 46%. And to add a little cherry on top, this stock in the option market really for the past 3 to 4 weeks, it has not just been short-term call buying but calls as far out as January 2027. So it's just been bullish, bullish, bullish."
The speaker presents EOS Energy Enterprises as an unconventional play in the booming battery sector. With a share price around $16 and growing revenues, the company is noted for its unique zincbased batteries in contrast to riskier lithium alternatives. The aggressive, long-dated call buying in the options market underscores a bullish sentiment and potential for upside.
Bullish Contrarian Play on Starbucks via Options Activity
"Huh, that's very interesting. It's a contrarian play and you have so much negative sentiment on Starbucks right now. Why would this trader do this? And I thought, well, let's look at the risk versus reward. If everyone is negative on the company, where's the max pain to the upside? Because the shorts have to cover and the stock can rally. And I was looking a little bit too at the fundamentals. Remember they just got their new CEO from the burrito stock, CMG. Could he really let the company continue to fall? And I thought, you know, it makes sense of why the stock could bounce and I think that could play a big turnaround in this quarter. So, an actually bullish short term on Starbucks."
The speaker outlines a contrarian trade call on Starbucks based on unusual options activity near its 52-week lows. Noting that a large call order was executed after puts were closed, he argues that the negative sentiment may lead to a short-term bounce as shorts cover their positions and fundamentals improve under new leadership.
Rocket Lab USA: A Space Economy Powerhouse
"What"s wild about this company is it was a 5 billion market cap last year, just 12 months ago. Now it is a 25 billion market cap. It"s up over 500% in a year. A lot of people think that when a stock goes up 500% it can"t double, triple, quadruple from here. This one absolutely can. Rocket Lab USA is creating AI chips, deploying satellites, and driving cost down with 3D printed engines. They have a billion dollar backlog, 36% revenue growth year-over-year, and key partnerships with NASA, US Air Force Space Command, and DARPA."
Keith discusses Rocket Lab USA as a standout player in the space economy, emphasizing its explosive growth, impressive backlog, and strong institutional partnerships. He outlines the company"s diversified technological initiatives—from AI chip creation to innovative space manufacturing—as key drivers behind its bullish outlook.
Amberella (AMBA) as a Potential Nvidia Acquisition Target
"So the first one is Amberella. Ticker symbol is AMBA and they are part of the brains market, the AI chip market. What"s really cool about their company is they create something called a fabulous semiconductor. This is what"s known as the edge AI market. Now, Nvidia could eat them up, but I actually think what"s going to happen is Nvidia will look to acquire this company at some point. I think they"re going to become huge."
Keith highlights Amberella (AMBA) as a compelling small-cap play within the AI chip and edge computing arena. He notes that despite the risk from larger competitors like Nvidia, Amberella is a prime acquisition candidate, suggesting significant upside if a takeover occurs.
Embedded Manufacturing Contract Highlights Dragonfly Drone
"Whats very unique about this particular uh order is that this isnt just about buying drones from Dragonfly. This is actually what we call an embedded manufacturing process. So what the department of war and the army in particular have understood mostly in you know from the lessons in Ukraine which where weve been boots on the ground since 2022 is that a drones usefulness in the Ukraine theater is about 10 days. So what the army has recognized is they cant go through four-year procurement cycles. They need to go through cycles where they2re manufacturing on their bases. They2re doing modifications on their bases. They2re able to do a maintenance on their bases. They2re able to iterate every 10 days. So when you2re selecting a supplier and a partner, you2re not just selecting somebody who has, you know, presumably a superior product, but they also have a superior infrastructure and culture to be able to support and embed their manufacturing, manage supply chains, handle logistics of inventory. So this is a very, very deep partnership that you don2t get selected for because you have a great product."
Cameron Shell explains that the Department of Defense contract won by Dragonfly Drone is not merely about purchasing drones, but about an integrated, embedded manufacturing process. He emphasizes the importance of rapid, on-base production cycles in the Army, highlighting the companys robust infrastructure and long-standing trust built over years. This commentary underscores the operational and strategic advantages driving investor interest.