Called $PATH on May 15.
Entry was $10.28.
It's $17.99 after-hours today, up 𝟳𝟱%.
$PATH sells software that automates the repetitive desk work companies used to pay people to click through, and the market was pricing it like growth was gone.
Revenue is still growing 17% with h
No spare grid-connected datacenter shell in Western Europe sits empty right now.
$NBIS built its Finland footprint before the queue formed.
Power interconnects take years to permit; GPU allocation goes to whoever already has the substation.
That contracted capacity is the
Trader's glance - $NBIS at $203.43.
🟢 𝘾𝙝𝙚𝙖𝙥 against its sales.
Nebius works in building full-stack infrastructure to service the global AI industry.
It trades at 42x sales, 5x on next year's.
The industry usually gets 9x.
Fair runs $340.41 to $433.24.
That's 9x next https
Every hot strip mill needs forged work rolls it cannot make itself.
$AP is one of the last Western shops still casting them.
A South American roll maker exited the market this summer, and that displaced tonnage has to land somewhere.
Orders in H1 2026 ran 32% higher y/y at
$NET is in the buy zone.
Price: $273.85
Aggressive pullback zone: $274.04
Why we own it: Cloudflare owns the edge that traffic physically transits - a real enforcement point, plus the pay-per-crawl and bot-control layer that decides which AI agents may touch a site at all.
Qualified spintronic sensor parts carry design cycles measured in years, not quarters.
Once $NVEC is spec'd into a device, it never gets swapped.
In medical implants, industrial IoT, and defense hardware, requalifying a sensor means redoing the whole approval, so the socket
Trader's glance - $DE $676.08.
🔴 𝙀𝙭𝙥𝙚𝙣𝙨𝙞𝙫𝙚 against its earnings.
Deere & works in the manufacture and distribution of various equipment worldwide.
It trades at 38x earnings, 30x on next year's.
The industry usually gets 19x.
Fair sits $375.48 to $477.88.
That's https://t
Only five NAND makers exist, and four of them buy controllers rather than build them.
$SIMO is the merchant seller into that gap.
A controller is the brain that turns raw flash into a drive, and requalifying one takes years with $MU or SK Hynix, so sockets don't churn.
Revenue
