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Asia is set to receive 23.31 million metric tons of liquefied natural gas in October, the most since July, as Chinese imports rise. Supply constraints linked to the Middle East conflict and surging spot prices have reshaped regional flows, with demand ahead of the northern winter appearing to outweigh price sensitivity.
AstraZeneca ($171.44) looks materially mispriced relative to the company’s commercial momentum and recent regulatory wins. With Ultomiris now approved for IgA nephropathy and H1 Ultomiris sales up 14% to $2.58B, a steady FCF profile, and bullish technical momentum, a mid-term long entering around $171.435 into Q3 earnings is an actionable trade. Ta…
On Oct. 23 in Washington, President Donald Trump told reporters he would address any remaining problems with access to Starlink communications systems in Ukraine, saying he would contact SpaceX CEO Elon Musk if necessary. Ukrainian officials on the same day said speed restrictions that began Oct. 13 were still in place, a statement that contradicte…
Micron looks reasonably priced for a high-conviction long: current valuation and cash flow leave room for upside once High-Bandwidth Memory (HBM) transitions from a near-term margin drag into a 2027 profit engine. We recommend a long trade with clearly defined entry, stop, and target to capture that re-rating.
Twilio's repositioning around AI-enabled messaging, Segment, and email plus improving earnings momentum make it an attractive way to own software exposure to generative AI. The stock trades near $263 with a reasonable growth profile, healthy cash flow and light leverage. This trade idea lays out a staged entry, stops and targets across three horizo…
Newmont is printing top-line beats and generating roughly $10.1B of free cash flow while carrying low leverage and a dividend. With a reasonable valuation (P/FCF ~12, EV/EBITDA ~6.8) and management signaling capital deployment, this is a tactical long for investors who want leveraged exposure to gold with balance-sheet protection. Entry $110, stop …
Latham Group (SWIM) manufactures and sells in-ground residential pools across North America, Australia and New Zealand. The stock trades near $6.52 with a market cap around $765–770M, EV of roughly $1.01B, and free cash flow of ~$37M. Recent M&A in Australia adds ~$20M in sales and ~$4M of EBITDA. Given solid balance-sheet metrics (current ratio 2.…
HawkEye 360's RF-data constellation sits at the intersection of rising allied defense budgets and commercial demand for persistent radio frequency intelligence. We present a mid-term (45 trading days) long trade: entry $2.15, target $3.60, stop $1.50. The trade leans on contract cadence, expanding recurring revenue, and a shallow market cap that sh…
An administration official said the Trump administration's $8 billion diesel assistance for farmers will be distributed after the November 3 election, with payments likely near the end of the year. The aid is intended to offset record-high diesel costs this harvest season and will be funded from the USDA's Commodity Credit Corporation.
GE Aerospace reported record Q3 results and raised full-year guidance, yet the stock pulled back into an oversold technical zone. With a market cap near $295B, robust free cash flow, and a dominant position in commercial engines and services, this is a tactical buy for traders willing to accept medium risk over a mid-term (45 trading days) horizon.…
Vizsla Silver (VZLA) has had a punishing year: security incidents, legal inquiries, and heavy short interest have pushed the share price well below its 52-week peak. Still, the company's December 2025 feasibility study pegs Panuco at an after-tax NPV of $1.8B and a 111% IRR, and a MXN$173m (approx. $10m) working capital facility from a Mexican gove…
EuroDry has delivered outsized returns this year thanks to elevated dry-bulk rates and tight fleet utilization. Recent technical weakness and profit-taking argue for taking a modest step back from an outright Buy-Add call to a straight Buy with a clearer trade plan. We lay out an actionable entry at $44.50, a conservative target at $55.00 and a pro…
AngloGold Ashanti trades at roughly $85 and a P/E of 12.1 while yielding about 4.9%. The pullback into the mid-$80s creates a tradeable long that combines current income with upside from earnings growth and relisting/rerating potential. Entry $85.00, target $110.00, stop $75.00; horizon: long term (180 trading days).
<p>Tempus has moved from a data-science hopeful to a strategically positioned partner in oncology after a new collaboration with Moderna on cancer vaccines. That deal validates Tempus' AI-driven clinical decisioning and sequencing capabilities and creates a clear path for near-term commercial milestones and licensing revenue. The trade below target…
Western Digital (WDC) offers a clear earnings-driven trade: buy near $355 into the coming memory and AI headlines, use a disciplined stop, and target a ~15% upside into the post-report re-rating. The company carries strong cash generation, low leverage and a cheap earnings multiple relative to near-term growth expectations — factors that make a tac…
Dow posted a clean Q3 beat on 10/22/2026 and is converting pricing and productivity into cash. At roughly $23B market cap, the shares trade at compressed multiples versus historical cycles. This is an actionable buy: enter $32.03, stop $29.50, target $38.00, mid-term (45 trading days) horizon. Risk profile is medium — cyclical end markets and feeds…
Johnson Controls is trading below recent moving averages after a pullback, but the setup favors a mid-term rebound. Strong order signals and an improving topline mix should translate into higher operating leverage and free cash flow. Valuation is reasonable versus the quality of returns and the company’s $1.66B free cash flow run rate. Trade plan: …
ASML is the indispensable supplier of EUV lithography systems and has ridden the AI capex wave. That position makes the company a long-term winner, but near-term investor expectations already price in sustained hypergrowth. With valuation rich (market cap $605.7B, P/E ~41x), technical momentum sliding and order-loading concentrated into 2027-2028, …
UBS strategist Giovanni Staunovo says gold could dip to around USD 4,000 per ounce in the near term, but expects structural dip buyers - including central banks and long-term investors - to establish a floor. The bank points to weaker sensitivity to real yields, steady central bank buying, expectations for a softer dollar over time, and robust Chin…
GE Aerospace reported record Q3 results and raised full-year guidance, yet the stock trades below key moving averages after AI-driven rotation and profit-taking. With healthy orders, $8B+ FCF and a reasonable playbook for margin expansion, I’m upgrading GE to bullish and laying out an entry, stop, and target for a tactical swing trade.
Vicor (VICR) plunged after a fast run-up; fundamentals from Q3 2026 (78.5% revenue growth, $197.1M sales, $63.3M net income, $406M backlog) justify buying a measured dip. Enter at $185.00, stop at $160.00, target $280.00 for a swing-horizon trade tied to AI infrastructure demand and licensing upside.
monday.com is trading at $106.85 with a $4.52B market cap. Revenue growth is re-accelerating (~19% FY) and the company is showing operating leverage, but AI-related margin variability is the key risk. This trade targets upside from operating leverage and multiple re-rate while keeping a disciplined stop in case AI investments compress margins.
Citi expects the Bank of Japan to leave its policy rate unchanged at 1.25% at the upcoming meeting and does not foresee major surprises from other central bank gatherings next week. The bank projects the USD/JPY pair will remain range-bound between ¥155 and ¥160 per dollar in the near term, sees scope for a short-term rebound after recent declines,…
Sterling slipped modestly while the euro recorded a slightly larger decline as a broad risk-off episode pressured markets. Higher oil prices and renewed concerns tied to artificial intelligence weighed on equities, prompting a defensive shift into the yen and Swiss franc and leaving the dollar less dominant as a safe haven. Moves in sovereign bond …
European wholesale natural gas benchmarks rose sharply on Friday, setting the stage for the strongest weekly finishes since late 2022. The Dutch TTF front-month climbed to 93.40 euros/MWh while Britain's NBP advanced to 229.00 pence/therm as renewed Middle East hostilities and related diplomatic evacuations intensified concerns over LNG shipping th…
