Adam Wilson

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$UCTT (Ultra Clean Holdings) AI Chips Need “Factory Space”—and UCTT Is the Supplier AI requires more advanced chips (logic, HBM memory, advanced packaging). Manufacturing these chips requires a large amount of wafer fabrication equipment (WFE). UCTT provides key subsystems and cleanroom-related products and is actively expanding its production capacity. AI capital expenditures ↑ → WFE spending ↑ → Orders and capacity utilization ↑ → Improved profits. Q3 2026 saw record revenue of $759 million (up 49% year-over-year, up 18% quarter-over-quarter), with non-GAAP EPS of $1.15 significantly beating expectations. Gross margin and operating margin improved. Management expects WFE spending to exceed $200 billion in 2027 (driven by AI) and sees greater clarity for 2028. Capacity Plans: Annualized capacity of approximately $4 billion by Q1 2027, with a path toward $5 billion+, including the early launch of the Malaysia cleanroom and a doubling of welding capacity in the Philippines. Q4 guidance: revenue of $800 million–$860 million, EPS of $1.11–$1.35. Analyst consensus target price is approximately $114 (some sources at $116+), with “Moderate Buy” and “Strong Buy” ratings predominating. Today, the stock is expected to follow the sentiment of the semiconductor sector, potentially rebounding slightly or continuing to fluctuate (with signs already visible in pre-market trading). In the short term (1–4 weeks), if capacity expansion proceeds smoothly and customer visibility remains stable, the stock price is likely to recover toward the $55–65 range; in the medium to long term, it remains significantly below the target price, but execution and supply chain issues are key risks.

Chips are trying to stabilize. Intel’s guidance crush and the broader semiconductor selloff last week left the SOX under pressure. Futures suggest a bounce today, but the group remains sensitive to any negative AI or PC commentary. #SOXX #Chips

Pharmaceutical stocks continued to rise, with AstraZeneca climbing more than 6% after reporting third-quarter earnings that beat expectations; Eli Lilly and Gilead Sciences rose more than 4%, Amgen rose nearly 3%, and Johnson & Johnson rose nearly 2%, with all three hitting intraday record highs.

$CVX Q3 adjusted EPS of 5.28 beat expectations, with refining margins improving significantly due to rising fuel prices. U.S. refinery utilization rates are near full capacity. Currently trading at around $231; in the short term, if refining margins hold, target $245–260; if oil prices fall or refining spreads narrow, the stock could pull back to $215–220. Refining is profitable, and production is providing support. This is not investment advice. #QQQ #STOCK #AMZN

The Fed held and the next meeting is priced. Rates stayed at 3.75–4%. Markets now lean toward a December hike. For the AI complex the rate path is background. The cash-flow path from the prints is the variable the tape is actually trading. #Fed #Rates

$GOOG Cloud revenue more than doubled to $30.7 billion, with a backlog of orders totaling $561 billion. However, overall revenue and profits fell short of expectations, search growth slowed, and free cash flow turned negative. After-hours trading today is around $280. In the short term, if cloud growth continues and the capital expenditure path is clear, we see a target of $320–350; if search slows further or capital expenditures are revised upward again, the stock could fall back to $250–260. Cloud is booming, search is slowing, and cash is being burned. Not investment advice. #QQQ #STOCK #GOOG

$CROX Q3 revenue grew 4.6% to $1.043 billion, with HEYDUDE returning to positive growth (+6%). The company raised its full-year revenue and EPS guidance and continued to repurchase shares. In the short term, if brand growth and share buybacks continue, the stock price could reach 135–150; if consumer spending weakens or HEYDUDE loses momentum again, it could fall back to 100–110. Both brands are improving, and share buybacks amplify the upside potential. Not investment advice. #QQQ #STOCK #CROX

$CROX Q3 revenue rose 4.6% to $1.043 billion, with HEYDUDE returning to positive growth (+6%). The company raised its full-year revenue and EPS guidance and continues to repurchase shares. Currently trading around $120; in the short term, if brand growth and share buybacks continue, we see potential for $135–150; if consumer spending weakens or HEYDUDE falters again, the price could fall back to $100–110. Both brands are improving, and share buybacks are amplifying the upside potential. #QQQ #STOCK #CROX

Amazon reports after the close. AWS growth and the full-year capex number are the items that matter. The company has already flagged heavy spend. A clean print with controlled guidance would help stabilize the tape after Alphabet’s reaction. #AMZN #AI

$STLA Q3 revenue was 37.6 billion euros (+1%); the net loss narrowed significantly, and adjusted operating profit turned positive at approximately 256 million euros. The company reaffirmed its 2026 guidance and confirmed that industrial free cash flow will turn positive in 2027. With the global auto market under pressure, cost and inventory management are more important than simply selling cars. Yesterday’s close was around 4.14. Today’s open was around 4.58, with a high of around 4.83, a low of around 4.54, and a close of around 4.68—up about 13%. The 52-week high remains at around 12.22. Currently trading at around 4.68. In the short term, if the cash flow trajectory is further confirmed, the stock price could reach 5.2–5.8; if demand in Europe or North America continues to weaken, it may pull back to 3.8–4.2. The priority is to stem the cash outflow first; a recovery in sales can come later. The full report is available in the WhatsApp group. Add me to join the group and access it. This is not investment advice. #QQQ #STOCK #STLA

$EOSE Preliminary Q3 revenue was approximately $82–83 million (up about 170%), with a backlog of $765 million (approximately 3.2 GWh). Shipments increased and gross margins improved, but the company remains unprofitable. U.S. Zinc Energy Storage offers a non-lithium alternative for data centers and defense applications, but the real test lies in whether production capacity can ramp up steadily and costs can be reduced. The stock closed at approximately 1.82 on Tuesday. Today, it opened at approximately 1.84, reached a high of approximately 1.98, hit a low of approximately 1.76, and closed at approximately 1.95, up about 7%. The 52-week high remains at 19.86. It is currently trading around 1.95. In the short term, if shipments and gross margins continue to improve, the stock could rise to 2.1–2.4; if full-year guidance is lowered or cash burn accelerates, it may fall back to 1.5–1.7. Backlog orders are in place; profitability depends on whether the production lines can operate smoothly. The full report is available in the WhatsApp group. Add me to join the group and get it. This is not investment advice. #QQQ #STOCK #VRT #EOSE

$STLA Q3 revenue was 37.6 billion euros (+1%); the net loss narrowed significantly, and adjusted operating profit turned positive at approximately 256 million euros. The company reaffirmed its 2026 guidance and confirmed that industrial free cash flow will turn positive in 2027. With the global auto market under pressure, cost and inventory management are more important than simply selling cars. Currently trading at around $4.5, the stock could rise to $5.2–5.8 in the short term if the cash flow trajectory is further confirmed; however, if demand in Europe or North America continues to weaken, it could fall back to $3.8–4.2. Stopping cash outflows must come first; sales recovery can be addressed later. The full report is available in the WhatsApp group; please add me to join the group and receive the report.

$EOSE Preliminary Q3 revenue was approximately $82–83 million (+approx. 170%), with a backlog of 765 million (approx. 3.2 GWh). Shipments are climbing and gross margins are improving, but the company remains in the red. Zinc energy storage in the U.S. offers data centers and the defense sector a non-lithium option, but the real test is whether production capacity can ramp up steadily and whether costs can be reduced. The stock is trading at approximately $1.82 today. In the short term, if shipments and gross margins continue to improve, we see potential for a rise to $2.1–2.4; if full-year guidance is revised downward or cash burn accelerates, the price could fall back to $1.5–1.7. The order backlog is in place; profitability will depend on getting the production lines up and running smoothly. The full report is available in the WhatsApp group. Add me to the group to access it. #QQQ #STOCK #VRT #EOSE

Alphabet reports the same evening. Google Cloud growth is expected to lead the hyperscalers. Search and ad numbers will be watched for any slowdown in AI-related spend. The stock has held up better than pure-play names, but the multiple still tracks the broader tape. #GOOGL #AI

$AMD Helios is already up and running at Meta, EPYC is powering Muse, and the company plans to invest $1 billion in Meta equity. The previous 6GW letter of intent has now been validated at the rack level. The stock is trading around $560 today. If data center growth continues to accelerate ahead of the November 3 earnings report, we see a range of $580–620; if guidance is conservative or Helios’ rollout is slower than expected, the price could pull back to $520–550. Successful rack-level validation is more important than a single chip, because customers are buying systems that can go live. #QQQ #STOCK #AMD

$SANM Q3 Revenue: $3.46 billion (up 70% year-over-year), driven by the integration of ZT Systems, AMD’s data center manufacturing business, and demand for AI racks and liquid cooling. Closed at around 161 on Monday. Opened around 167 today, with a high of about 170, a low of about 165, and closed around 169.5, up about 5%. The 52-week high remains at 289. Full-year guidance has been raised, and FY27 growth remains strong. More than just a typical EMS supplier—it is a winner with vertically integrated production capacity for complete AI servers and racks. The November 9 earnings report is the catalyst; if the stock price holds above 155, the target is 175–180; if it breaks below 150, wait and see how the integration progresses. I’ve set up a noise-free WhatsApp channel dedicated to pushing market updates. If you’d like to join, add my number and leave a message. This is not investment advice. #QQQ #STOCK #SANM

$FRVO (Fervo Energy) Enhanced Geothermal Systems (EGS) have truly moved from the “lab” to “commercial grid connection.” The first GeoBlock at Cape Station has reached commercial operation ahead of schedule, achieving 33 MW of net power generation and beginning to receive payments under a PPA; the signing of a 396 MW long-term power purchase agreement with Google (expandable to approximately 950 MW) demonstrates that the technology can be replicated at scale. The first greenfield EGS project has been connected to the grid and is generating revenue + long-term power commitments from a top-tier tech company + follow-on project timelines are expected to shorten → Early losses and stock price corrections are normal costs associated with the ramp-up phase. #FRVO #Geothermal

$SANM (Sanmina) Q3 revenue: $3.46B (+70% YoY), driven by the integration of ZT Systems and AMD’s data center manufacturing business, as well as demand for AI racks and liquid cooling. Full-year guidance has been raised, and growth for FY27 remains strong. Not just an ordinary EMS provider—it’s a winner in vertically integrated production capacity for complete AI servers and racks. The Nov. 9 earnings report is a catalyst; if the stock holds above $155, target $175–180; if it breaks below $150, wait and see how the integration progresses. I’ve created a noise-free WhatsApp channel dedicated solely to market updates. If you’d like to join, please add my number and leave a message. #QQQ #STOCK #SANM

Microsoft and Alphabet are the real test. Both report after the close on Wednesday, the same day as the Fed decision. Cloud growth and capex commentary will either confirm or contradict Meta’s spend narrative. A clean print with measured guidance is the cleanest relief signal available this week. #MSFT #GOOGL #Earnings