James Bennett @JamesGridNotes

GEV’s next research checkpoint is delivery in the financial statements, not another demand narrative. $GEV revenue was $20.44B for the six months ended June 30, 2026. Gross profit was $4.14B for the six months ended June 30, 2026. The read-through is conversion: revenue and gross profit moving together in the next reported update.

@KobeissiLetter AI isn’t just software hype—Malaysia’s export surge shows the real winners are in the hardware supply chain. Nearly 70% growth in electronics exports proves the tangible demand for AI chips and equipment.

For $ETN, backlog growth is only the first part of the earnings story. Fintel's coverage points to a growing backlog. The investment test is how that work turns into deliveries and profit. $ETN revenue was $15.982B for the period ended June 30, 2026. That revenue figure covers the first half of the year, rather than one quarter. $ETN reports earnings on November 3, 2026. The checks are backlog conversion and margins. A growing backlog still needs to become profitable work.

Which has the cleaner near-term execution signal: $ETN or $VST? $ETN Q2 2026 EPS was $3.15 versus a $3.1015 estimate. $VST Q2 2026 EPS was $0.76 versus a $1.6938 estimate. The supplied evidence favors Eaton on reported EPS execution, while Vistra’s result was weaker. $ETN reports earnings on November 3, 2026. $VST reports earnings on November 6, 2026.

Just some personal levels I’m keeping an eye on this week. (completely my own notes — not financial advice): $GOOGL — watching the $350–$353 area as near-term support after holding above the recent pullback lows. $AVGO — watching $348–$352 as buyers look to defend the recent trading range. $NVDA — keeping an eye on $223–$225, near the latest session lows. $AMD — watching $570–$587 after a volatile session and a rebound from the intraday low. $AMZN — monitoring the recent consolidation area for signs that buyers are stepping back in. $TSLA — watching the latest swing-low area for a potential short-term base to form. I’ve made enough. Sharing purely out of interest — no fees, no products.

6 stocks on my radar this week $SNDK — $1,440–$1,475 $SOFI — $14.50–$15.00 $ASTS — $47–$50 $AVGO — $340–$350 $JPM — $325–$330 $IREN — $33–$35 I’m watching price action around these zones and waiting for confirmation before making any decisions. These are personal watch levels, not financial advice. Follow my page and turn on notifications to uncover more insider trading strategies from Wall Street!

ai infrastructure stocks i'm watching 🚀 $NVDA — $222–$228 | ai computing demand $MU — $965–$985 | high-bandwidth memory $AMD — $590–$610 | ai accelerators $AVGO — $355–$363 | custom chips + networking $DELL — $560–$575 | ai server demand $MRVL — $272–$285 | custom silicon + connectivity $TSM — $445–$455 | advanced chip manufacturing $ASML — $1,750–$1,790 | semiconductor equipment $SNDK — $1,420–$1,470 | data storage demand the ai trade goes far beyond a handful of chipmakers. i'm watching the entire infrastructure chain. which name has the most attractive setup? 📈 Follow my page and turn on notifications to uncover more insider trading strategies from Wall Street!

@MarketMovesMatt It sounds harsh, but that’s the reality. Do you have a new plan?

@HolySmokas Has the market pulled back?

@fullportnik Is there a strategic plan?

3 stocks getting serious attention right now: $NOK — $10.37 AI & Cloud sales +105% YoY $LMT — $505.50 $230B record backlog $IREN — $40.65 $3.4B NVIDIA AI Cloud contract And $NOK is no longer just the old cellphone company. The business is shifting toward AI, cloud and network infrastructure. Three very different stories.

I’m James Bennett. I left Goldman Sachs this year to return home. How can the average person achieve financial freedom through stock trading? My watchlist for today: $MDT — $89.50 +1.0% — A quieter name today, but the steady price action makes it interesting. $NFLX — $69.23 +0.5% — Holding green while the market stays mixed. A move above recent highs could change the picture. $LRCX — $314.47 -0.2% — Almost flat today. I’m more interested in how it reacts around its recent range. $STX — $921.51 +0.6% — Buyers are still showing some interest; volume will be important if the move continues. $AMAT — $486.76 +0.4% — Not a big move, but the stock is staying relatively firm despite broader market pressure. Follow my page and turn on notifications to uncover more insider trading strategies from Wall Street!

The market is moving fast — but not every breakout is worth chasing. In 2023, $MU at $49 was the best buying opportunity. Finally in 2025, it was $AMD at $75. Then in 2024, it was $BE at $9. And now in 2026, $NBIS will surpass the returns all three of these provided. This name is on the brink of a Wave 6 extension, targeting $700+. If you are not following us with notifications turned on, you might miss our next alerts.

Everyone is watching $NVDA. But the market is dealing with a new problem: Higher Treasury yields. AI demand remains strong, but rising yields can put pressure on high-growth valuations. Is AI momentum strong enough to overcome higher rates?

$AMD just crossed the $1T market cap milestone. AI demand has pushed the stock to record levels, but expectations are rising quickly. At this stage, I'm watching execution more than headlines. Would you buy $AMD here or wait for a pullback?

$MU is one of the stocks I'm watching closely. Micron reports earnings after the market close on September 30. AI server demand and higher memory prices remain major catalysts. The real question: Can earnings beat the expectations already priced into the stock?

US stocks are facing a key test. Rising Treasury yields and higher oil prices are putting pressure on growth stocks, while AI remains one of the strongest themes in the market. I'm watching $NVDA, $AMD and $MU closely. Which one are you watching?

@LeopoldTracker_ yes

Leopold added a massive 120% to his ProPetro position last quarter! His holdings have now reached $35.1 million. $PUMP is becoming more interesting as an energy infrastructure story, not just an oilfield services play. The key question is whether its PROPWR business can scale beyond the current contracted capacity and turn the AI power demand into a meaningful new growth engine. The 350MW contracted figure is definitely worth watching.

@GordonGekko That’s a major move in long-term yields. The impact on equities and borrowing costs will be worth watching.