stock-market

Names surfaced in the 2026-07-28 dispatch — conviction is the research stance, not advice.

• CCJhighentity

  ai-capex-to-power-and-materials-cascade

  Next catalyst: Cameco Q2 (07-31)

  $84.58▲+8.56%
• MUhighentity

  hbm-cowos-as-binding-bottleneck

  Next catalyst: HBM4 ramp / SK Hynix reads

  $737.88▲+551.49%
• NOWhighentity

  agentic-ai-seat-erosion-to-saas-rerate

  Next catalyst: Q3 print; ACV conversion

  $115.76▼−39.65%
• TSMhighentity

  hbm-cowos-as-binding-bottleneck

  Next catalyst: N2 ramp

  $374.78▲+52.60%
• EQTmediumentity

  ai-gas-demand-to-appalachian-producer-price-floor

  Next catalyst: EXE Q2 call 07-29; 2027 floor

  $52.58▼−10.50%
• INTCmediumentity

  tsmc-saturation-to-intel-anchor-stack

  Next catalyst: 14A firm decisions H2'26

  $81.81▲+258.82%
• SLBmediumentity

  slb-oilfield-pivot-to-dc-infrastructure

  Next catalyst: Q3 DC-Solutions run-rate

  $48.97▲+41.23%
• UNHmediumentity

  managed-care-mcr-inflection-to-payer-rerate

  Next catalyst: Q3 MCR

  $420.73▲+46.05%