Trade Ideas
Actionable trade ideas with entry/stop/target and risk framing.
Buy Celcuity After 2025 Momentum — Backing Gedatolisib’s Path to Commercial Relevance in 2026+
Phase 3 traction, meaningful balance-sheet reshaping and institutional interest support a position trade with defined stops and staged targets.
Celcuity delivered a breakout year in 2025 as gedatolisib data and investor flows re-rated the company. The balance sheet now funds a multi-cohort Pha...
First American (FAF) - Improving Margins and Cash Flow at an Attractive Entry
Sequential revenue and margin recovery, healthy cash flow and a ~3.6% yield make FAF a tactical long with defined risk controls.
First American has posted three straight quarters of revenue and operating-income improvement, generated positive operating cash flow and continues to...
Buy the Builder: Back QXO’s Roll-up With a Tactical Position
A conviction trade on execution, scale and an aggressive M&A-financed transformation
QXO is executing a rapid roll-up of the $800bn building-products distribution market. Recent results show scale (Q3 revenue $2.728B) and positive oper...
Hercules Capital: Undervalued Yield + Improving Earnings — A Tactical Long
High yield meets improving operating income; buy weakness for income-plus upside
Hercules Capital (HTGC) looks like a classic 'diamond in the rough' for income-focused investors willing to tolerate BDC risks. Recent quarters show r...
Vistra: Solid Cash Flow & Growth Optionality — Buy the Dip With Defined Risk
Big-scale power merchant with durable cash flow but an earnings mix that still drags the multiple — tactical long idea with strict stops.
Vistra (VST) combines scale (41 GW portfolio, 5 million retail customers) and improving quarterly performance into a tradeable long. Recent quarters s...
Cipher Mining: Defensive Bitcoin Exposure with an AI Hosting Optionality - Upgrade to Long
Balance-sheet-heavy miner that just financed a buildout and bought a 200 MW Ohio site — positioned to ride both Bitcoin cycles and rising demand for AI/HPC hosting
Cipher Mining (CIFR) has the financial heft and a growing asset base to weather Bitcoin volatility while pivoting capacity toward high-performance com...
A.O. Smith: Buy for Re-acceleration — Execution + Macro Tailwinds Support a Tactical Long
Strong cash generation, stable margins and a shareholder-friendly payout create a favorable risk/reward as housing and commercial demand normalize
A.O. Smith (AOS) looks actionable on the long side. Recent quarters show durable margins, robust operating cash flow (Q3 2025: $255.4M) and a return-t...
Centerra Gold's North American Pivot: A Mispriced Growth Option
A tactically bullish trade: buy the pivot — entry, stops and targets included.
Centerra Gold (CGAU) has materially repositioned toward North American assets via investments and exploration optionality that the market appears to u...
LYEL: LYL314 ASH Data Sparks Momentum — Tactical Long with Defined Stops
Clinical readouts for LYL314 at ASH (12/07/2025) give Lyell a near-term re-rating opportunity — tradeable momentum backed by improving quarterly cash flow and a cleaner balance sheet.
Lyell Immunopharma (LYEL) is riding fresh positive data flow for LYL314 out of the 67th ASH Annual Meeting (12/07/2025). The market reaction has pushe...
A Practical Way to Play Cyclicals in 2026: Long XLI with a Berkshire-Style Tilt
Use XLI as the industrial sleeve in a durable cyclical/defensive pairing - actionable entry, stop, and targets for a 2026 swing/position trade.
XLI (State Street Industrial Select Sector SPDR ETF) is a straightforward vehicle to own exposure to large-cap U.S. industrials as we head into 2026. ...
Dominion Energy - Short the Wind Speed Bump; A Tactical Swing Trade
Near-term risk from the 5.2 GW Virginia offshore project meets stretched near-term liquidity - tactical short with tight risk controls.
Dominion Energy (D) is a predictable, rate-regulated utility with attractive yield, but the company's 5.2 GW offshore wind buildout and ongoing heavy ...
Olema (OLEA): Trial Start Gives Multiple Binary Shots — Defined, High-Risk Trade With Clear Exits
OPERA-02 initiation presents a convertible-risk opportunity; trade it with tight size and discipline.
Olema's initiation of the OPERA-02 trial (premise of this trade) creates a classic biotech 'shot-on-goal' setup: material upside if early efficacy or ...