SKYT · SkyWater Technology, Inc.SkyWater Technology, Inc.
🔬 Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc
Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.
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OSS and SKYT are positioned to benefit from edge computing and foundry-related applications as a hot theme for 2026.
source ↗Selloff creates dip buying opportunities in TACO trade stocks, expecting recovery as Trump de-escalates.
source ↗Buying defense and semiconductor-related stocks on dips due to market panic and potential Trump de-escalation.
source ↗Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.
source ↗No qualifying thesis event for 45+ days.