📰 In This Issue…

The market is back at all-time highs, and the shallow dip we just came through did its job — it shook out weak hands without breaking a single major trend. That's the setup we want. Shallow corrections don't end bull markets; they reload them.

The AI names took the brunt of that pullback and lagged on the way down. Now they're recovering with force, and this week's list is concentrated where the real money is being built — AI infrastructure. The picks and shovels: the chips (MU, INTC, AMD), the storage (DELL, STX), the power and cooling behind the data centers (VRT, GEV, BE, AGX, FIX). When a whole ecosystem bases together and breaks together, that's positioning, not noise. Remember the golden rule: the market does not reward activity, it rewards positioning.

Because the correction was shallow, swing season is wide open and these moves should run a little longer than usual — so you'll find more swing trades than normal below.

One more thing on the radar: gold and silver are waking up. Next week's issue is a dedicated metals playbook on exactly how to play that.

Best Stocks To Buy Today

$DELL ( ▲ 9.87% ) – Long term trade

Who they are: Dell makes PCs, servers, storage, and AI infrastructure — a direct beneficiary of enterprise AI build-out.

The Monthly/Weekly View: A 10-week flat base. Flat bases are a sign of no selling — supply has dried up.

The Daily View: Shakeouts.

The Trigger: Strong fundamentals (revenue, ROE, EPS growth), held up in a weak market, strong AI presence, and one of the market leaders. Accumulate on the shakeouts and 20-Day MA pullbacks.

$STX ( ▲ 7.03% ) -Swing trade

Mass-capacity data storage — the AI data explosion runs straight through drives like Seagate's. Watching for shakeouts inside the base.

$MU ( ▲ 4.92% ) – Short term trade

The Company: Micron makes DRAM and NAND memory — and AI's appetite for high-bandwidth memory has turned that into one of the tightest supply stories in tech.

The Monthly/Weekly View: An 8-week base — tight enough for a clean swing entry.

The Trigger: One of the strongest stocks on the board right now, with accelerating earnings of 176%, 762%, and 1,380% over the last three reports.

⚠️ The Risk: Semis move fast in both directions, and an 8-week base is on the shorter side — keep swing size tight and honor your stop.

🦅 Long-Term Trades — Fundamentally Strong Companies

These names have built massive bases (>3 months), so they're primed for long, big moves. This list focuses on fundamentally sound companies.

$LLY ( ▲ 0.43% ) – Long term play

The Company: Eli Lilly is a pharma leader riding the GLP-1 wave (weight-loss and diabetes) — defensive healthcare with a genuine secular growth engine behind it.

The Monthly/Weekly View: The weekly is forming a flat base on top of a big cup-and-handle — a 5-month base sitting on a 15-month base. Base on base.

The Daily Setup: A strong earnings day in August, a shakeout and recovery of the 50-day MA, then a breakout that came back to test the breakout level cleanly.

The Trigger: Price broke out again on 235% relative volume — that volume signature is the tell that institutions are the ones buying. One of the strongest healthcare names, strong in a weak market, with strong fundamentals.

💡 Tip: Use $ELIL for 2x leveraged exposure.

$CPXR ( ▼ 0.91% ) Copper

What it is: Since you can't buy the metal outright, $CPXR is a 2x leveraged ETF that tracks the daily move in copper — the cleanest way to get geared exposure to the breakout.

The Monthly View: Copper has broken out of a 5-year base (2021–2026) and is now printing its first 4-month pullback after that 54-month base — this can be a strong 2-year move. Zoom out and that 5-year base sits inside a 10-year base, which means this could run for up to 4 years.

The Daily Setup: A cup-and-handle breakout. Copper just tested the 20-day MA — a great spot to add — while it tests the breakout level and bounces off it, and off the 50-day MA at the same time.

The Trigger: Price holding the breakout level and reclaiming the 20-day MA on the pullback.

$CLS ( ▲ 9.37% ) – Long term Trade

The Company: Celestica provides supply-chain solutions and hardware manufacturing, positioning it as a backbone player in the AI infrastructure boom.

The Monthly/Weekly View: A 10-month tight base-on-base — 5 months sitting on another 5-month base — with a bounce off the 200-day MA. Triple bottoms and shakeouts on the weekly, and tight monthly action. Strong in a weak market.

The Daily Setup: Sharp, strong pullbacks. This is a slow-build name, not a one-time entry — add on 20/50-day SMA pullbacks over time.

The Trigger: Each reclaim of the 20/50-day SMA after a pullback is an add point. Strong industry and fundamentals underneath.

⚠️ The Risk: Those pullbacks are aggressive — a single full-size entry can get shaken out. Scale in.

💡 Tip: Use $CSEX ( ▲ 19.05% ) for 2x leveraged exposure.

🎲 Long-Term Trades — Speculative

Massive bases (>3 months), primed for big moves. These companies may not be profitable yet, but the technical structure promises upside.

⚡ Swing Trades

Smaller bases (4–6 weeks, under 4 months), primed for tighter swing trades.

$AGX ( ▼ 1.11% ) – Swing trade

Engineering and construction for power plants — a direct play on the energy needed to feed new data centers.

$FIX ( ▲ 3.01% ) – Swing trade

Mechanical and HVAC services, and a clear data-center beneficiary as cooling demand climbs. Watching for shakeouts.

$BE ( ▲ 12.29% ) Swing trade

Solid-oxide fuel cells delivering on-site power — increasingly for data centers that can't wait on the grid.

$VRT ( ▲ 2.32% ) – Swing trade

Data-center power and thermal management — one of the purest picks-and-shovels names in the AI build-out.

$GEV ( ▲ 2.77% ) – Swing trade

Power generation and grid electrification — the energy backbone behind surging data-center demand.

$INTC ( ▲ 3.32% ) – Swing trade

Chipmaker working through a turnaround, with foundry ambitions in the mix.

$AMD ( ▲ 1.82% ) – Swing trade

CPUs and AI accelerators — the clearest challenger in the AI-GPU race.

📊 Trading Framework Reminder

Remember: Every long-term investment alert can also be played as a swing trade. When shorting, risk management is even more critical.

🦅 Long-Term Investors (3-12 Month Holds)

• Entry: Full position on breakdown.

• Profit Taking: Cover 1/4 to 1/5 at Goal 1.

• Exit Signal: Close above 20-day EMA (your trend guide) or 50-day EMA.

• Why? Strong moves are hard to time at the bottom, but the 20EMA acts as a reliable trend filter.

⚡ Swing Traders (2-6 Week Holds)

• Entry: Full position on breakdown.

• Profit Taking: Cover 1/3 at Goal 1.

• Final Exit: Cover the remainder at Goal 2.

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