Population growth and rising living standards are exploding water demand. By 2030 the UN projects global water demand will outstrip supply by 40%. Billions already live in water-stressed regions, and new monsters like AI data centers are guzzling billions of gallons for cooling.

According to a study on Nature.com, “[a]nthropogenic global warming is projected to disrupt the hydrological cycle, leading to water scarcity. However, the timing and hotspot regions of unprecedented water scarcity are unknown.”

After reading this, it made me kind of scared—are we headed into an unknown territory soon where we might not be able to stock up on water so easily? Will I have to start thinking about traveling across vast deserts and lands in my very own War Rig to secure drinkable water to survive in the near future?

Well, let’s hope not. But thanks to two companies I came across recently—Veolia and Select Water Solutions—to quench the thirst of our increasingly parched world, these names will be at the forefront to source, move, treat, recycle, and deliver water at scale.

Veolia (VEOEY: OTCPK): The Global Water Empire

• Full water cycling: sourcing, treatment, distribution, wastewater collection & treatment

• World leader in desalination: critical technology for arid/coastal regions facing Mad Max-level scarcity

• Industrial water solutions including for data centers, manufacturing, power

• Innovation in smart water, PFAS (“forever chemicals”) removal, and circular economy (turning wastewater into energy, fertilizers, etc.)

• Long-term concession contracts with municipalities = highly visible, recurring revenue

2024 Financials (in $ millions):

Market Cap - 20,780
Cash & Cash Equivalents - 12,531
Total Debt - 30,304
Enterprise Value - 41,028
Revenue (Adj) - 48,347
Gross Profit - 8403
EBITDA (Adj) - 6543
Net Income - 1386
EPS (Adj) - 1.78
Growth % YoY - 10.16

2025 Financials (in $ millions):

Market Cap - 25,781
Cash & Cash Equivalents - 12,392
Total Debt - 34,641
Enterprise Value - 50,947
Revenue (Adj) - 50,186
Gross Profit - 8900
EBITDA (Adj) - 7210
Net Income - 1633
EPS (Adj) - 2.09
Growth % YoY - 12.35

2026 (Current) Financials (in $ millions):

Market Cap - 31,059
Cash & Cash Equivalents - 12,392
Total Debt - 34,641
Enterprise Value - 56,134
Revenue (Adj) - 51,376

Veolia is the world’s largest environmental services company, with water as its crown jewel (roughly 40% of revenue). It manages drinking water for 110 million people and wastewater for 97 million across 5 continents. It also does waste management and local energy services which is a diversified moat.

Select Water Solutions (NYSE: WTTR): The Sustainable Solution

• Water Infrastructure: Permanent pipelines (1,000+ miles), recycling facilities, storage, and saltwater disposal wells. They’re building the actual plumbing.

• Water Services: Sourcing, transfer, containment, monitoring, automation (AquaView), and logistics.

• Chemical Technologies: Fracking chemicals, production chemicals, and water treatment solutions. Full vertical integration.

2024 Financials (in $ millions):

Market Cap - 1579
Cash & Cash Equivalents - 20
Total Debt - 133
Enterprise Value - 1693
Revenue (Adj) - 1452
Gross Profit - 219
EBITDA (Adj) - 226
Net Income - 41
EPS (Adj) - .40
Growth % YoY - -60.24

2025 Financials (in $ millions):

Market Cap - 1274
Cash & Cash Equivalents - 18
Total Debt - 355
Enterprise Value - 1610
Revenue (Adj) - 1407
Gross Profit - 202
EBITDA (Adj) - 242
Net Income - 17
EPS (Adj) - .14
Growth % YoY - -64.09

2026 (Current) Financials (in $ millions):

Market Cap - 2913
Cash & Cash Equivalents - 56
Total Debt - 285
Enterprise Value - 3142
Revenue (Adj) - 1399
Gross Profit - 212
EBITDA (Adj) - 241
Net Income - 36
EPS (Adj) - .31
Growth % YoY - -31.39

Select is basically the water midstream for shale. In a world where energy still needs massive water volumes (and vice versa), this is a structurally growing business with infrastructure-like characteristics.

Not in Dangerous Territory—YET:

It’s crazy to think that the world has already seen threats of water scarcity, even in developed countries.

Cape Town, South Africa had a 3-year drought period known as Day Zero Drought, aka “one of the most extreme multi-year droughts on record, leading to severe water restrictions and socio-economic consequences” (Nature.com).

Although they ended up eventually avoiding a full-blown DZD situation, this is not just cinematic fiction anymore; it’s becoming an investment thesis.

Cities like Los Angeles here in the US remain at risk with their most recent multi-year drought from February 2020 all the way to October 2023 before heavy storms cleared the dryness in the region.

The Bottom Line:

Select Water Solutions is the scrappy, infrastructure-heavy U.S. energy water specialist. Veolia is the global heavyweight with scale and tech.

I’m bullish on both for the long haul. Water isn’t going out of style; it’s becoming the ultimate scarce resource. In the coming decades, the companies that master it will be the real survivors.

As always, stay thirsty (for alpha).

This is not financial advice. Do your own research. Markets can be volatile, especially cyclical names like WTTR. Always consider your risk tolerance and time horizon.

It was funny because at first I kind of shook off Mayor Mamdani’s “warning” for the incoming heatwave (like hello: has anyone in NYC ever actually been to a desert?).

But actually this time it was just different; something about the city heat had the air making me feel like I was trapped and could not escape—something only an air conditioner could fix.

After this experience I just had to take it a step further, which I will now introduce (or for some, reintroduce) Carrier Global Group—because honestly I do not know where we would be without our beloved air conditioning (the answer is in hell, probably).

Carrier Global Group Overview:

• Commercial & Residential HVAC

  • design, manufacture, and install HVAC and VRF systems

• Data Center AI Cooling

  • manage thermal loads from data centers

• Transport & Commercial Refrigeration

  • safely transport beverages and commercial food with Carrier Transicold

• Building Automation & Digital Software

  • track air quality and indoor temperatures using IoT platforms

• Strategic Renewables & Climate Solutions

  • integration of renewable energy generation directly into HVAC systems

FY2025 Earnings Review:

• EPS Adj+ - 2.59

• EPS GAAP - 1.72

• Revenue - $21.747B

• Gross Margin - 25.86%

• Operating Income - $3.929B

• EBITDA - $4.566B

• Net Income Adj - $2.230B

• Net Income GAAP - $1.84B

• Net Debt - $10.336B

• Free Cash Flow - $2.121B

• CAPEX - -$392M

YTD 2026 Earnings:

• EPS Adj+ - .570

• EPS GAAP - .280

• Revenue - $5.341B

• Gross Margin - 23.292%

• Operating Income - $594M

• EBITDA - $909M

• Net Income Adj - $482M

• Net Income GAAP - $238M

• Net Debt - $11.202B

• Free Cash Flow - -$15M

• CAPEX - -$94M

Q2 2026 Estimate:

• EPS Adj+ - .813

• EPS GAAP - .680

• Revenue - $6.015B

• Gross Margin - 28.153%

• Operating Income - $1.04B

• EBITDA - $1.351B

• Net Income Adj - $683.824M

• Net Income GAAP - $524.9M

• Net Debt - $10.854B

• Free Cash Flow - $446.913M

• CAPEX - -$122.030M

P/E Ratio:

• Trailing 12m P/E: 43.33

• Forward 12m P/E: 26.02

Analyst Ratings:

• 6/30 - Bernstein - Market Perform - PT $75

• 6/29 - Deutsche Bank - Hold - PT $76

• 6/29 - Mizuho - Outperform - PT $75

• 6/29 - Hedgeye - Long Rating - PT N/A

• 6/25 - Vertical Research - Buy - PT $72

• 6/24 - Citi - Buy - PT $79

• 6/22 - Evercore - Outperform - PT $85

• 6/12 - Baird - Outperform - PT $75

• 6/2 - RBC - Outperform - PT $81

Chart and Technical Analysis:

Summary

In the end, what started as a sweaty, frustrating afternoon turned into a powerful reminder of just how indispensable reliable climate control has become in our daily lives.

As temperatures rise and cities grow more intense, companies like Carrier Global stand at the forefront of a critical industry: delivering not just comfort, but smarter, more sustainable solutions for homes, buildings, data centers, and beyond.

With a solid financial foundation, leadership in high-growth areas like AI cooling, and a relentless focus on innovation, Carrier is well-positioned to thrive in a warming world.

For investors and everyday people alike, betting on HVAC isn’t just about staying cool, it’s about preparing for a future where air conditioning is no longer a luxury, but an essential part of modern life where the heat is here to stay.

And I guess that is my toxic trait to a certain extent: I want to turn every part-time hobby into a small business, and sometimes that’s just not the reality of things, unfortunately (though it is always fun for the first 2-3 weeks).

Now fast forward to 2026: I am busy franticly making jewelry last minute to do two NYC markets in July and have done an out-of-state market in Miami—the Lincoln Road Antique & Collectible Market—and a famous Brooklyn staple in Williamsburg, Artists and Fleas, where I’ve successfully sold some of my favorite pieces.

And I do have to hand it to myself: some silly hobby I discovered in high school 20 years coming back to life at 37—which did sound ridiculous at first—now actually making a profit on COGS (yes, I learned Cost of Goods Sold)? With 50-70% margins? Me? Selling something I made like actual art? That people like?

The journey from those cold winter nights in my apartment sketching ideas, going to the library and physically touching Vogue magazines from the 1960s-1980s archives for research (shoutout to the NYPL staff for putting up with me), building this brand from literal scratch—all of these things have been some of the most fun I’ve had creatively in almost a decade.

Now, you’re probably wondering: why is she babbling on and on about this jewelry stuff (my dad calls my jewelry “trinkets”, in case you’re wondering how unserious all of this is in my own family)?

Well, the reason is because I want to share the one company that has made it all possible to build this business: Google (NASDAQ: GOOG), and how it is (hopefully!) going to take Designs by Bubblegum to the next level.

Everything I have done in the last 2 years has been because of Google. From the very seed of the entire idea—the Gmail account—to integrating Google Shopping into my WordPress site. This business would simply not exist without Google; the company’s app integration is almost impossible not to use in 2026.

Google’s Robust System of Free & Paid Tools:

• Core Visibility and Discovery Tools:

  • Google Business Profile

  • Google Merchant Center

  • Local Inventory / Pointy Integration

• Advertising and Sales Tools:

  • Google Ads

  • Merchant Promotions and Direct Offers

• AI-Powered Commerce Innovations:

  • Conversational Product Attributes

  • Instant / Agentic Checkout

  • Business Agent / Virtual Sales Assistant

  • AI Insights and Optimization

• Analytics, Optimization, and Growth:

  • Google Analytics

  • Grow My Store

  • Google Search Console

• Productivity and Operations:

  • Google Workspace (Gmail, Drive, Docs, Sheets, Meet, etc.)

  • Grow with Google Resources

• Additional Perks:

  • Top Quality Store Badge

  • Integration Ecosystem with Brands

GOOG Chart is About to Break the Downtrend:

Other Companies I’m Using for My Jewelry Startup:

META

AAPL

ETSY

SHOP

Starting a jewelry business has been one of the most invaluable learning experiences for me. Not only am I seeing results first-hand using Google’s tools, but I am discovering new ways to market, design, and integrate apps to guarantee success.

To understand the massive scale of energy it takes to power our world, start with looking at your simple everyday household routine: for every small action you take at home, GEV is operating the industrial giant behind the scenes making it all possible.

GE Vernova Inc. (NYSE: GEV) is an energy technology company spun off from General Electric back in 2024 that focuses on products and services for generating, transferring, orchestrating, converting, and storing electricity across three segments:

• Power: gas, nuclear, hydro, steam

• Wind: onshore and offshore turbines

• Electrification: grid solutions, power conversion, solar and storage, digital

It benefits from the AI/data center power demand, grid modernization, and energy transition trends; they locked in a $2.4 billion data center equipment sales in one single quarter, which surpassed sales for the entire previous year.

GEV reported quite the impressive earnings for Q1 2026:

• Revenue: $9.3–9.34B (+16% YoY reported, +7% organically), driven by equipment growth in Electrification and Power

• Net Income: $4.7B (margin 50.9%), boosted by ~$4.5B pre-tax M&A net gains (primarily Prolec GE acquisition)

• Adjusted EBITDA: ~$0.9B (margin 9.6%, +390 bps YoY)

• EPS: GAAP ~$17.44 (large beat vs. estimates of ~$1.95–2.00 due to one-time gains); normalized/adjusted ~$2.01–2.06 (beat by ~$0.34)

• Cash Flow: Operating cash $5.2B; Free Cash Flow (FCF) $4.8B (more than 4x YoY); strong balance sheet with ~$10B cash.

The most insane statistic is quadrupling its free cash flow 4xing YoY (and what sparked me to write this article in the first place).

GEV has also capitalized heavily on the energy shortage; the company went from “GE’s new spinoff” to one of the most important companies of 2026 and beyond.

With the incoming demand for data centers, they have powered up their gas turbine business and increased manufacturing capacity to produce approximately 20 GW of turbines annually by mid-2026.

They’re also solving energy trilemma: liability, sustainability, and affordability all in one, as the company’s total backlog has skyrocketed to $163 billion (they do power 25% of the world after all!).

Everything GE Vernova is Doing Right Now That’s Bullish:

• Massive Order Intake

• AI-Driven Grid and Automation Upgrades

• Massive Grid Consolidation & High-Efficiency Gas

• Global Clean Tech Expansion

Taking a Look at the Chart:

There is so much to be bullish about GEV. While the chart still has to get out of the weeds under the 10DMA on the daily timeframe, fundamentals, free cash flow, and rapid growth show that there is no sign for a drop in demand for keeping the lights on.

Currently the market cap sits at $243B with 268M shares outstanding, and the stock has a trailing P/E of ~25.3x and a forward P/E of ~31.0x.

Until next ER, be on the watch for GEV to close above $937 and eventually see $1000 again and beyond.

That’s what got me hooked on American Battery Technology (NASDAQ: ABAT)—a mix of vibes, improving fundamentals (new CFO announced Flores Arteaga who “brings over 20 years of global financial leadership experience in the automotive, commercial, and manufacturing sectors”), and the overall clean energy/battery technology theme.

Not only has US battery production been surging since 2020—up almost 140% over the last 5 years alone with manufacturing sites in 38 states across the US—but employment is at multi-decade highs.

And with that (though still technically unprofitable) American Battery Technology saw record high revenue in 2026 with ~$7.8M revenue +64% QoQ. Total revenue for the first 9 months of the fiscal year sits at ~$13.5M. Cash position remains solid with over $38.5M at Q3 2026 end.

Strategic Expansion:

• Second US Recycling Site: Commercial expansion confirmed as of May 2026 targeting the Southeastern US battery belt

• Tonopah Flats Lithium Project: Massive primary resource play in Nevada tracking through streamlined federal permitting

• Big Battery Energy Storage Systems recycling win: involved in the largest US EPA lithium-ion battery cleanup in Moss Landing, CA with a potential $30M value

Revenue (2026 estimates):

• Q3 - $3.7M ($7.8M actual)

• Q4 - $6.7M

• Year: $19.7M

Revenue (2027 estimate):

• Q1 - $7.35M

• Q2 - $8.10M

• Q3 - $8.60M

• Q4 - $9.40M

• Year: $33.4M

New Analyst Coverage/Ratings (as of May 2026):

• Maxim Group LLC - BUY, $6 target

• Alliance Global Partners - BUY, $7 target

Latest and Largest Institutional Ownership Changes (as of 3/31/26 filing):

• State Street - +100%

• Blackrock - +56%

• UBS - +274%

• Millennium - +39%

• Mirae - +965%

• Citadel - +131%

• Dimensional Fund - +248%

• Point 72 - +100%

The Bear Case:

• Short cash runway: bears arguing that the company is sitting on a $63M net loss and could face funding pressures due to capital-heavy investments

• P/S multiple far above industry levels (ABAT P/S 27-30x VS 2.3x materials industry standard)

Taking a Look at the Chart:

There is a lot to look forward to for ABAT. Not only is the setup looking really attractive and the chart is potentially bottoming out, but the projected financials are expected to increase 70% for 2027, which means there could be more upside for the stock.

Oversupply risks remain, but there are lots of opportunities in the domestic supply chains and lithium-ion battery recycling is hitting an all-time high in 2026.

The upcoming Q4 and Full-Year FY2026 earnings release in August represents a critical financial inflection point for ABAT: the transition from heavy infrastructure capital expenditures to realized commercial revenues.

Oh and don’t forget everyone on social media was giving outrageous price targets after a massive run which ALWAYS happens before an inevitable selloff (see: Hims & Hers hitting ATH and people saying it was going to $150; the stock proceeded to fall all the way back to sub $20—and I am pretty sure even hit $13 in 2026, absolutely BRUTAL if you aren’t familiar with the stock’s volatility and float).

For those of us who have owned and traded the name and seen how the stock rips (the implied move for HIMS is about 14% for earnings!), $20-50 is really nothing on the macro and really only a few billion dollars difference if you do the math.

Let’s take a look at the numbers before today’s call:

Recent Analyst Price Targets:

• Barclays: $29 (5/8)

• Deutsche Bank: $25 (5/5)

• Hedgeye: Tom Tobin Watchlist (5/4)

• Jefferies: $25.50 (4/29)

• Morningstar: $23 (4/29)

• JPMorgan: $35 (4/24)

• Citi: $24 (4/23)

• Leerink Partners: $25 (4/23)

• Evercore: $24 (4/22)

• Morgan Stanley: $21 (4/21)

Q1 2026 Estimates (3/31/26 end):

• EPS, Adj+: .086

• EPS, GAAP: .023

• Revenue: $614.5M

• Gross Margin: 71.683%

• Operating Income: $9.489M

• EBITDA: $46.077M

• Pre-tax Profit: $37M

• Net Income, Adj+: $31.8M

• Net Income, GAAP: $11.244M

• Net Debt: $217.429M

Prior Analysis (12/31/2025 end):

• EPS, Adj+: .80 (.109 EST)

• EPS, GAAP: .080 (.032 EST)

• Revenue: $617.818M (619.286M EST)

• EBITDA: $66.326M (62.2M EST)

Technical Analysis of Hims & Hers stock:

Hims & Hers closed above the bull zone (10DMA on the daily) on Friday 5/8/26, which was inherently bullish if you caught the EOD move—implying the earnings release later today is going to be bullish / better than expected.

Current Short Interest:

(data via Fintel)

Key Things to Consider:

In conclusion, there is so much to be excited about in this space regarding future growth and streams of income.

Hims & Hers represents a compelling, yet high-risk investment for the long haul (and of course, a juicy swing trade for the technical analysis bros).

The company has proven it can innovate and scale in a complex healthcare landscape, but turning that into consistent shareholder value will depend on flawless execution amid shifting regulatory and competitive tides.

As always, this is not financial advice. Do your own thorough research, consider your personal financial situation, and consult a qualified advisor.

The Q1 2026 earnings report (released after market close today) and management’s commentary on the 2026 outlook will be especially important data points for anyone evaluating the stock.

Whether HIMS ultimately becomes a long-term winner or remains a volatile trading story will be written in the coming quarters.

(all data as of 5.8.26 via Bloomberg Terminal; charts via Webull)

Anyone who has sat down for hours and earnestly tried to be a stock trader, congrats: despite the hate, you have more balls than most. Because trading stocks and investing is not easy, especially if you have a specific deadline (the market waits for no one, and the market doesn’t care if your calls expire this Friday).

And apply all the fundamental analysis and technical analysis you want, because the market also doesn’t care if you didn’t hedge for a potential crash and if you had a stop loss and the stock ended up ripping 10 minutes after.

There are so many factors to consider that could mess up your trade, yet here you are, dear reader, giving it another shot. That’s what I find so beautiful about strategy: it can be applied to pretty much anything, so when you find your strategy for trading, it’s quite literally the same thing every time.

Like, I never want to be in a position now where I put money into a low quality setup (aside from the options lottos) because I know that it’s probably going to be a waste of money (i.e.: buying OII calls after it ran 20%—which was an amazing call by the way if I do say so myself—and then immediately tanked back to the 10DMA; those calls would have probably gone south, adding at the peak).

So when I see something familiar, I’m like OK: I’m having déjà vu here, whether it be various patterns or moving averages crossovers; whatever it is can be applied to all names whether they have to do with each other or not.

It’s funny too, because I actually have dozens of notebooks from over the years—one of my first being of all the bullish/bearish setups—having these sort of ingrained in my brain makes it easy for me to recognize them on different time frames:

Now I can look at a chart and within 30 seconds form an entire thesis based on a few indicators (vol, MA, pivots aka support/resistance). It’s actually quite an incredible skill to learn if you have 5000 extra hours (and want to lose 10% of your eyesight while increasing forehead wrinkles furrowing your brow).

As long as you know nothing is guaranteed and your setup could very well go south quickly, various TA and chart patterns are invaluable for entering/exiting trades IMHO. Which brings me to my next idea, one that was right in front of us this entire time: Domino’s Pizza (NASDAQ: DPZ).

Domino’s just reported earnings last Monday with some interesting numbers and “delivered a remarkable 32nd consecutive year of same store sales growth” (bullish pizza!). They beat revenue expectations (~$1.54B Q4, +6.4% YoY) but slightly missed EPS ($5.35 vs. ~$5.38–5.43 estimates).

The company’s free cash flow increased 31.2% YoY (impressive!). Net income rose 3%, and income from operations grew +8.5%. CEO Russell Weiner emphasized the success of the “Hungry for MORE” strategy, noting increased sales, stores, and profits. Key quotes:

• “In 2025 we demonstrated that when we execute our Hungry for MORE strategy it delivers MORE sales, MORE stores, and MORE profits.”

• International: “32nd consecutive year of same store sales growth.”

• U.S.: “Gained another point of market share, pacing well ahead of the QSR Pizza category.”

• Outlook: Expects to “meaningfully increase market share” in 2026 within a growing U.S. QSR pizza category. Highlights include value advantages, scale, a new brand campaign, and e-commerce improvements to drive growth and customer experience.

Let’s take a look at the charts:

To make things even more interesting, I came across this Pentagon Pizza Watch tweet (yes, they’re verified) that had me like OH MY GOD WE NEED TO LOAD DPZ:

So while everyone is chasing gold and oil, I am sitting here wondering: is the inflationary defense play actually just…pizza? Are we really underestimating the power of Americans who are too lazy to cook? Not to mention, the increased Pentagon activity in the coming months is very bullish for Q1 2026 ER.

What are your thoughts? Are you bullish or bearish Cali Chicken Ranch pizza and a side of breadsticks at Domino’s?

Looking at Bitcoin recently and its selloff (and the panic on social media!), it got me thinking: could it be time to buy Bitcoin?

Let’s analyze the daily chart today 2/13/26:

Another way you could play it is with the iShares Bitcoin Trust ETF (NASDAQ: IBIT).

Overall I am leaning bullish based on the technicals if Bitcoin can prove to hold the 10DMA first at $68,619, and then go from there. I am confident this will be back in the $80,000 zone in the next month, as always—the dips are usually overblown.

What do you think, will you buy IBIT or Bitcoin here?

"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time." —Charlie Munger

The other week I wrote about the Top 10 Ingredients of a Trade using Wal Mart as an example, and it was actually incredible how it all worked out: WMT ended up breaking out to a $1T market cap, up almost 10% in the last week alone.

It just goes to show that when all of the right elements of a trade are there, the probability works in your favor if executed properly (I would not have wanted to be entering WMT calls at $130 after the run on Friday, but if you would have gotten in WMT at around $119, some of those options printed over 200% when the rest of the market was correcting due to what I think could be a number of reasons).

Maybe since interest rate traders are now predicting that rates will likely have a pause at the next Fed meeting on March 18th—which is bearish for equities (previously in January it was 38% chance of a 25bps cut, now only at 23%)—this is signaling more inflation and a “higher for longer” environment.

With all of this comes my next idea—which I may or may not have already been watching and studying this company for a while when I first posted about them on my blog/website back in December 2025—Oceaneering International (NYSE: OII).

I forget how I even found this name, somehow spiraling in a late night of due diligence on deep sea mining stocks, I suppose. After digging deeper (believe me, no pun intended), it turns out not only is the TA setup ideal with a Wyckoff Accumulation Distribution pattern on the monthly chart about to cross over the 200DMA (reminding me of Victoria’s Secret—NYSE: VSCO—back in April 2025, which was at $17 at the time and now over $60), but Oceaneering is a profitable company with cash on hand.

Now applying the Top 10 Ingredients of a Trade formula from last week, I am going to plug in the data for Oceaneering:

1. Fundamentals: EPS of $0.71 for Q3 2025 beating estimates of $0.43. Q4 2025 earnings are on February 19, 2026 11:00 AM EST. Bullish!

2. Cash on Hand: $506 million as of Q3 2025 and $77 million free cash flow generated during the same quarter.

3. Technical Analysis: a favorable breakout above the monthly 200DMA at $35 and a potential golden crossover on the same time frame. There are only 99.78M shares outstanding with a free float of 97.69M, so the low float will make the price extremely volatile with high vol. The market cap is about $3.21B and the stock closed at $32.19 on Friday. So for my price target of $50 to hit, the market cap would have to reach about $5B (only $2B more, seems doable!).

4. Theme / Catalyst / Sector: oil field services, offshore services, deep sea mining, subsea robotics.

5. Unusual Options Activity: the March 20th calls for the $40 strike have 4,617 Open Interest as of 2/6/26; the April 17th calls for the $30 strike have 4,152 Open Interest, which is significantly high for both compared to all the other strikes (take with a grain of salt and do not go all-in on these calls!). Keep in mind with the low float, options prices will be extremely volatile so trade those with caution.

6. Social Media: I have not heard so much chatter about this company on FinTwit; there are some names who have posted about the macro breakout and their multiple DoD and Navy contracts. What can I say? I like to be early before the buyers start showing up in droves.

7. Institutional Ownership: 582 total. 578 long only, 0 short only, 4 long/short.

8. Short Interest: 4.29%

9. Calendar / Cycle: We just entered a new calendar year; there is the Lunar New Year coming up on February 17th as well. In addition to the “higher for longer” environment, energy stocks could be bullish on the notion we will be experiencing more inflation and higher rates. Potentially watch Crude Oil above $70 for OII to start making big moves.

10. Overall Market: SPY had a brutal selloff last week where bulls got a rude awakening below the 50DMA on the daily chart. Below $675 could get very ugly as there is no major support until about $660ish.

Overall I am very bullish on technicals and fundamentals for Oceaneering. Assuming there could be volatility on February 19th for the earnings report—possibly hitting the 10DMA on the Daily Chart (about $30)—I still think this could see $50s by the end of the year.

But now coming into my 6th year of being in the market this coming February, I have come such a long way that I just am so filled with gratitude to be able to share ideas, connect with others, and chop it up about these companies while actually understanding all the jargon for once, even if my timeline hasn’t been ideal.

I still truly feel every investor / trader has their own unique pathway to success and it is definitely not linear. In fact, right after coming down from my best year ever to my worst is when I created Stonks And Whatnot, and I have zero regrets* (*a few minor regrets that are now permissible for the learning curve).

Traders always joke that the money you lose in the market is “tuition”, so if you look at it that way, it’s not so bad after all (plus: now you get all those annual capital loss carryovers for the next 1000 years!).

I think when you first get into the market there is that kind of newbie excitement that is clouded with rose colored glasses; I have learned countless lessons over the years, everything from following cult stocks and experiencing losses to being a victim to a pump-and-dump scheme for an OTC penny stock with a group chat (yes, I know, it is totally embarrassing).

Now my approach/strategy is more refined, I’m less stressed, and I’m definitely not sitting there every day waiting to see if HIMS will hit X price by 4pm wasting my day (OK maybe sometimes I am doing that, god forbid women have hobbies!). Oh, and I still make endless mistakes! Which is OK, by the way; it is a lifetime process.

I will say though, once you do kind of put 2+2 together with the stock market—shifting out of that first amateur phase—the rest is just minor details and constantly acting as a sponge to various knowledge every single day, which is why I am introducing my Top 10 Elements of a Trade, because there is so much more to a trade than just TA (although I would argue being able to read a stock chart is one of the more beneficial skills one can have, but I digress!).

1. Fundamentals: EPS, PE ratio, YoY growth, etc. How is the company performing? Have they had 12 consecutive earnings beats in a row and are crushing it? Or did they underperform YoY with a lower forward PE? Look for consistent YoY revs, EPS growth, and other signals that can sound the alarm on future earnings.

2. Cash on Hand: does this company have enough cash to survive another day, or will they be doing an offering overnight and your position will be down 15% the next morning? If a company has negative or close to $0 cash, beware. Another indicator would be if a company is burning cash at a substantial rate. Do you want to be holding a stock where the management is notorious for dilution?

3. Technical Analysis: bullish or bearish depending, what are the moving averages saying? How is the volume? Is there any MA/MACD crossovers to signal a move? What were the daily candlesticks? How was the volume? Do you see big red volume bars and the stock is moving in a downtrend? What are the main macro levels of support? Notice any unusual volume or trading above/below average daily volume? Infinite technicals to consider before entering to avoid buying tops and selling bottoms.

4. Theme / Catalyst / Sector: is it AI? Battery tech? Consumer Discretionary? Consumer Staples? Banks? What’s the “flavor” so to speak? What are the main stocks of that sector/theme/etc.? Is there an event coming up where something could be announced? Keep a calendar tracking earnings, conferences, and any other news that might be coming out for the company in addition to keeping separate watchlists for themes you are tracking.

5. Unusual Options Activity: I always am checking open interest and daily volume on specific strikes and expiration dates on Webull options chain; you can also check Bloomberg “OVI”, or Options Volume Interest, and “MOSO”, Most Active Options to check for liquidity shifts. Of course, to be taken with a grain of salt, as who knows if it’s just going to be a nothingburger in the end (anyone remember NIO tanking from $9 to $5 a couple years back even though the options were screaming bullish?). While options volume and open interest might signal a particular move, there are so many other factors at play that can override even the most unusually bullish/bearish sentiments.

6. Social Media: this one is actually my least favorite. Because for me, I find the best trades I’ve had are ones where I had to stick through a significant “pain before the gain” (even with options). Meaning: just because X stock is bearish on X day does not mean your overall thesis is bearish; everyone has such a different time frame online, it’s hard to gauge who is “right” or “wrong” about a certain call at any given moment (kind of hard to argue with joeschmobro398434945 watching the 5 minute chart trading intraday when you’re long the stock for the next 5 years, I mean seriously, sometimes it can be a bit ridiculous trying to level with these “people”—which could be a bot for all we know).

7. Institutional Ownership: do any big banks or hedge funds own the stock? Has there been a recent increase in institutional ownership? Are insiders selling? Is the company buying back shares? Check Fintel for activity that could signify a future move.

8. Short Interest: Short interest is probably one of the most “fun” aspects of trading (if you are on the right side!). Check bi-monthly updates for short interest on Fintel or Bloomberg and look for potential squeeze opportunities. However, keep in mind most of the time a stock is shorted for a reason, mostly due to lackluster financials or impending doom on the company.

9. Calendar / Cycle: seasonality is a huge factor in the market, depending if the sector your specific stock falls under, it could be subject to a rotation out/in. For example: oil bulls at the end of 2022 had a rude awakening when their sector rotated out and back into the S&P500 for a bullish 2023. Investors who bought oil stocks at those highs had a brutal last few years which goes to show, as much as you cannot time the market, the time you enter a name matters if your objective is to make money.

10. Overall Market: SPY is incredible because it’s simultaneously effected by so many things at once: 500 of the world’s greatest companies in an index fund that is totally dependent on algos, millions of humans’ emotions, news, world leaders and events, interest rates, bonds, yields, credit spreads—maybe the macro bros don’t get enough credit here: having the ability to have foresight while also being able to see it “all” is a huge part of being a successful trader.

So combining strong technicals with solid fundamentals AND a theme with the macro setup? Well, you had me at strong technicals. But yes, all of the elements do matter, as the newly reformed trader I am has learned (the hard way, unfortunately).

Sometimes it all starts with one thing and the rest of the elements fall into place; you might even still take a trade that has a few things missing, but the other factors outweigh the negatives, which is completely fine if that is your style. There really is no “wrong” way to trade; we could argue all day about fundamentals VS technicals, but then you will see stocks like Intel with a PE ratio of 4300 and think what’s even the point of anything?

To apply the Top 10 Ingredients to a specific name, I am going to use Walmart (NASDAQ: WMT) as an example for this week (stable, quietly winning, steadily bullish chart).

1. Fundamentals: $939B market cap, 41.16 trailing PE, 38.76 forward PE, 4% growth guidance, .80% dividend yield.

2. Cash on Hand: $10.58B cash, low debt, they can literally buy companies (VIZIO), pay dividends, and still have pocket change for AI investments.

3. Technical Analysis: nothing but bullish activity above the 200DMA the last year minus that dip back in April 2025. Leaning bullish with a chance to retest the 10-50-200DMA at $112-102. Based on past performance it is likely to hold $100 (but: past performance does not guarantee future results so keep that in mind as well!).

4. Theme / Catalyst / Sector: Consumer Staples, so watch other CS stocks like KO, COST, PG, and the ETF XLP.

5. Unusual Options Activity: recent activity of January 2026 is leaning bullish with high call volume VS put volume, 57% trades are bullish detected, notable puts/calls around $117-119 expiring soon. All of these signal a short-term bullish move.

6. Social Media: let’s be honest, probably nobody on FinTwit is getting overly sexy about WalMart, but maybe we can all Make Wal-Mart Sexy Again?

7. Institutional Ownership: 5333 total, 5253 long only, 13 short only.

8. Short Interest: only just a little above 1% SI for Wal Mart, which is bullish. Why short a steady good thing with a bullish trend unless you have a future bear thesis I’d like to know.

9. Calendar / Cycle: we just entered a new calendar year / quarter

10. Overall Market: SPY hit new ATH in 2026 which is insane—now it’s teetering between the 10DMA and the 50DMA. Ideally for the bulls it stays above $681, but if it falls below, lots of levels to watch below. Walmart is interesting because it could be resilient to broader market dips so it could act as a “hedge”.

Of course, Nvidia, who I jokingly call the “Grandfather” of the stock market, is an absolute monster. I’ll never forget pre-split when this thing went $500-900 or something in like 3 months. It was just insane. Sometimes making $20+ moves in one day. After the split it did lose momentum a bit, but I don’t think it’s too far off to say this could be a $225-250 stock at some point in the near future if AI keeps booming.

This latest theme / idea of stocks boosted by the CHIPS Act, signed in 2022 providing $52.7B in funding to onshore chip production, has me intrigued because the developments are ongoing, which means more catalysts and announcements are probably expected. The most recent development with Intel was in August 2025 when they took a 10% stake of $8.9B.

Government support reduces costs, de-risks massive capex, and fuels growth for AI, making it a beneficiary for stocks; overall the CHIPS act has catalyzed over $600B in private semiconductor investments across the US, making it a really exciting time for investors.

Companies who have received major CHIPS Act-related investments:

• Taiwan Semiconductor Manufacturing Company - $6.6B

• Micron Technology - $6.165B

• Samsung Electronics - $4.745B

• Texas Instruments - $1.61B

• GlobalFoundries - $1.587B

Taking a look at the charts:

INTC

Market Cap: $210B
Trailing PE: 4300
Price Target: $350-360

TSM

Market Cap: $1.72T
Trailing PE: 34
Price Target: $350-360

MU

Market Cap: $389B
Trailing PE: 32
Price Target: $375

TXN

Market Cap: $171B
Trailing PE: 34
Price Target: $212

GFS

Market Cap: $22B
Trailing PE: N/A
Price Target: $47

AMAT

Market Cap: $243B
Trailing PE: 34
Price Target: $325

KLAC

Market Cap: $187B
Trailing PE: 43
Price Target: $1530

At the time I was renting apartments in Brooklyn at a small firm in Williamsburg coming down from one of the best years of my life in 2019, but slowly as things were beginning to take a turn the opposite direction with lock downs coming and everyone fleeing the city (you used to have to pull teeth to get people to rent an apartment here during those NYC covid days), I began to shy away from the RE and focus more on my new favorite hobbies: the stock market!

And I’ll admit it: I was SO cocky at first. Unbearable even (I just wanted to be RIGHT!). One of the very first stocks I bought, Alpha Pro Tech (APT), a small cap low float mask manufacturing company, it went from something like $8 to $40. It was in that moment I had just experienced my very first Big Banger and successful theme trade. I felt on top of the world, considering things were looking pretty grim otherwise. I mean it was kind of nice even, dare I say: as a secret introvert I would finally have the time to really sit down and study something, versus previous years I was in grind/hustle mode without a moment of rest.

But everyone knows that in hindsight those trades are always too good to be true most of the time and lucky gambles (though some traders might argue it does actually take skill). Regardless, my journey from that little office to where I am now has been filled with every good and bad situation imaginable. And I have to admit: 2025 was a bit of a doozy for me; the NYC RE laws changed in June 2025 making it even harder to make money doing the job I’ve always known, so I was not even able to really “actively” trade the last year. But money aside, I am incredibly grateful to just have had the time to sit and think for once, focusing on something I really like VS hustling doing mindless apartment showings all the time; learning something new has been an incredibly rewarding experience and connecting with traders and investors all around the world (friends and foes, bulls and bears, and tech and finance bros alike) has transformed my strategy in ways I never thought possible, which feels like I’m sort of setting my own self up on the macro with all of the collective knowledge I have.

OK, so I don’t want to be one of those food recipe bloggers where everyone just skips the intro because they want the trades, so I’ll wrap up my sappy ode to the early days and toast to all of my 2025 mistakes into 2026 and new brighter days ahead.

Here are my Top 6 companies to watch for 2026 (and no, I could not settle on just 5 as it turns out after many late nights up pacing in circles around my apartment the last few weeks).

Oceaneering Inc (OII): deep sea mining and ocean robotics

Price target: $30-35+
Market Cap: $2.48B
PE Ratio: 12.91
Bull Case: benefits from rising offshore activity and diversification into defense / aerospace
Bear Case: cyclical exposure to oil prices could bring softness to energy names

Rivian (RIVN): EV and speculative growth stock

Price target: $35-40+
Market Cap: $23.79B
PE Ratio: N/A
Bull Case: R2 midsize SUV launch in 2026 targets a mass market, VW joint venture, their new AI defined vehicles
Bear Case: post-tax credit expiry, EV demand softening, cash burn persists until scale, risks of liquidity strain

Cameco (CCJ):

Price target: $120-125+
Market Cap: $42.91B
PE Ratio: 103-112
Bull Case: nuclear renaissance drives uranium demand, strong policy support, long-term contracts
Bear Case: potential delays in project timelines, high valuation, correction risk if demand growth ends up slowing for 2026

Nvidia (NVDA): AI leader with continued dominance in data center GPUs

Price target: $225
Market Cap: $4.59T
PE Ratio: 46.78
Bull Case: undisputed AI leader with massive upside with ongoing demand and new platforms like Rubin and strong earnings projection
Bear Case: AI spending slowdown and what bears argue is a “digestion phase”, intensifying competition

Hycroft Mining (HYMC): metals and speculative small cap lotto that paid off debt recently with bullish setup

Price target: $50-60+
Market Cap: $2.3B
PE Ratio: N/A
Bull Case: record high-grade silver intercepts, debt-free with $175M cash post-warrant exercise, strong bullish technical setup, metals prices continue to increase
Bear Case: no revenue/production, ongoing losses and dilution risks, speculative and highly volatile junior miner, could see a pullback after almost a 2x run to go with gold and silver

Chipotle (CMG): consumer rebound and new menu with technical setup

Price target: $44-50
Market Cap: $49.57B
PE Ratio: 32.98
Bull Case: aggressive unit expansion, new menu items and digital strength, operational improvement, chart has a big rebound potential
Bear Case: weak sales and decline driven by transaction drops, inflation, valuation risks, increased competition, missed EPS risks of share price decline, recession fears

This Sunday hits particularly different because yet another Christmas has passed, the New Year is about to begin, the tree is still up shimmering for at least one more week, tax season is slowly creeping, and maybe for some: the walls are starting to close in (hopefully you didn’t have Bitcoin at $100k+ over-leveraged with margin when it dropped to sub $80k). Wherever you are in life—generally speaking, or with your investing and trading—this week is the perfect time to set goals, make plans, look back at past mistakes, and set the tone for a successful and positive year ahead.

This week’s ideas are based on a theme that I’m not only super in awe about, but also really excited to just be alive in a time where humans don’t even have to drive cars anymore (full disclosure: I have not owned a car since 2017 and do not miss it at all!).

So if you told me when I was graduating high school in 2007 that I would be living in a big city—let alone NYC—where Waymos and Robotaxis would be coming soon to my own neighborhood (Waymo won their first testing permit in NYC not too long ago), I would have thought you were crazy. But whether you’re a believer in autonomous AI driving or not, this is the new reality, and it is only just beginning!

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So while checking the updated short interest analysis on Bloomberg over the weekend (updated on 12/15 with info as of 11/28), I found some interesting things, including seeing shorts doubling down on a company Canadian Natural Resources (NYSE: CNQ), making the stock appear within the top 10-20 shorted stocks on the NYSE when it comes to the following categories: % float increase of SI, SIR (short interest ratio) increase, and # of shares shorted.

Then what else do I come to find? The company currently has a PE ratio of only *13.86*…

Hmmm. Interesting. Now checking the charts…

Ladies and gentlemen, this is how you find a potential trade! Let me cook…

Canadian Natural Resources Company Profile

Executive Summary

• record production (over 1.6 million BOE/d in Q3 2025)

• strong financial performance (billions in funds flow)

• significant shareholder returns through dividends and buybacks

• positioned for energy demand despite volatility

• strategic growth (Shell asset swap)

Company Overview

• oil and natural gas production company

• development, marketing, and production of oil and natural gas

• operates through Oil Sands Mining & Upgrading, Midstream & Refining, and Exploration & Production

• one of the strongest and most diversified asset portfolios of any independent producer in the world

Bull Case

• low-cost producer with diversified assets

• targeting 12-16% production growth per share in 2025-2026

• robust free cash flow

• shareholder returns

Bear Case

• oil price volatility (OPEC)

• transition to clean, low-carbon energy around the globe

• geopolitics and regulatory / environmental risks

• macro headwinds like tariffs and pipelines

Earnings Per Share

• 2021: .52

• 2022: 1.43

• 2023: .85

• 2024: .69

• 2025: 1.16

• 2026 (estimate): .78

How to Play It

• Short-term: 1/16/26 $33 calls + $32.50 puts; $33.50 calls + $32 puts

• Medium-term: 2/20/26 $32.50 calls + $32.50 puts; $35 calls + $30 puts

• Long-term: 6/18/26 $37.50 calls + $30 puts

• Leaps: 1/15/27 $40 calls + $30 puts

What the Options Market is Saying

Looking at the Crude Oil chart for guidance

Final thoughts

Trading commodities is hard, especially when things are supposed to make sense and then suddenly they don’t. Like for instance: why didn’t Crude Oil make a move like Gold did for the alleged inflationary fears in 2025? By proxy is that not the usual case, per 2022’s moves? The answer is: well, I have no clue! One might say it has to do with oversupply mixed with clean energy sentiment (add in a recession to the mix then this could go lower). But if I had to lean one way it’s probably more so bullish back to $63, and CNQ to $35.

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