$COHR -0.9% — COHERENT NEW TEXAS PLANT REPLACES COPPER WITH LIGHT, POWERING NVIDIA 576-GPU VERA RUBIN DATA CENTERS AND THE SILICON PHOTONICS ERA

$USB +1.5% — SEEKING ALPHA: HEDGE INFLATION AND INTEREST RATE RISK WITH FLOATING PREFERREDS

$MU -11.0% — MICRON Q3 EARNINGS DUE — INVESTORS EYE AI DEMAND AND CHIP SECTOR OUTLOOK

$COHR AH $394.00 (+1.14%) — COHERENT HIGHLIGHTED AS AI OPTICS PLAY WITH NVIDIA DEAL — VT MARKETS CITES RISKS

S&P 500 MOVES LOWER — OIL SLIDES, $MU FALLS AHEAD OF EARNINGS

$USB — AVOID 📊 | 6 MONTHS THESIS

$QCOM — AVOID 📊 | 6 MONTHS THESIS

$MPWR — AVOID 📊 | 6 MONTHS THESIS

$NVR — BUY 📊

$USB — AVOID 📊 | 6 MONTHS THESIS

$SWKS — ADD 📊

$USB — WATCHLIST 📊 | 6 MONTHS THESIS

$QCOM — AVOID 📊 | 6 MONTHS THESIS

$NVR — AVOID 📊

$SWKS — WATCHLIST 📊

$NVR — AVOID 📊

$USB — WATCHLIST 📊 | 6 MONTHS THESIS

$MPWR — WATCHLIST 📊 | 6 MONTHS THESIS

$NVR — WATCHLIST 📊

$SWKS — BUY 📊

$SWKS — BUY 📊

$NVR — HOLD 📊

$QCOM — WATCHLIST 📊 | 6 MONTHS THESIS

$QCOM — BUY 📊 | 6 MONTHS THESIS

$VMC — BUY 📊

$NVR — BUY 📊

$COHR — AVOID 📊

$QCOM — HOLD 📊 | 6 MONTHS THESIS

$JCI — WATCHLIST 📊

$MPWR — AVOID 📊 | 6 MONTHS THESIS