Adrian Westbrook

2. $TSM: $375.44 ---> $586.69. Upside potential: +56.27% 3. $META: $610.15 ---> $850.10. Upside potential: +39.33% 4. $GOOGL: $284.70 ---> $400.30. Upside potential: +40.59% 5. $Airbus: 196.40 ---> 231.54. Upside potential: +17.89% 6. $ORLY: $89.89 ---> $106.46. Upside potential: +18.43% Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

2. Microsoft $MSFT Azure went from $22.4B to $33.2B in 1 year 3. SoFi $SOFI Quarterly revenue went from $962M to $1.4B in 1 year 4. Mastercard $MA Quarterly revenue went from $8.6B to $9.8B in 1 yea Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

2/ $IREN — $21 (72% below its all-time high) IREN just delivered remarkable Q1 FY2027 results. Revenue surged 66% sequentially to $228 million, while AI Cloud revenue nearly tripled to $200 million. Adjusted EBITDA jumped from $19 million to $66 million, with AI Cloud gross margins reaching 86%. Even more impressive, its revenue backlog climbed 22% to $20.3 BILLION, with approximately two-thirds backed by investment-grade counterparties. The company has more than $4 BILLION in targeted ARR already contracted and funded, with deployment now targeted for early 2027. $IREN also controls over 5 GW of secured power and has a development pipeline exceeding 35 GW. At $21, I believe the market is severely underestimating this company's long-term potential. 3/ $AAOI — $50 (79% below its all-time high) Applied Optoelectronics just reported its sixth consecutive quarter of record revenue. Q3 sales surged 127% YoY to $269.9 million, while adjusted EPS improved to $0.17 from a loss of $0.09 a year earlier. The company recently secured a multiyear strategic agreement with a Tier 1 hyperscale data center customer and expects to have equipment installed for more than 500,000 high-speed 800G and 1.6T optical units per month by year-end. Although its 2027 U.S. expansion faces power-related delays, management is targeting capacity exceeding 1 million units per month by the end of 2027. With AI demand driving the need for faster optical networking, I believe $AAOI 's long-term growth opportunity remains enormous. 4/ $TMDX — $88 (50% below its all-time high) TransMedics just reported the strongest quarter in its history. Q3 revenue surged 41% YoY to a record $203 million, including 35% organic growth. Product revenue climbed 29% to $113.4 million, while service revenue jumped 60% to $89.6 million. The company reported EPS of $0.46 and raised its full-year revenue guidance to $764–$774 million. The FDA also authorized 90 additional patients under its ENHANCE Heart continued access protocol, while TransMedics secured its first European transplant logistics tender in Italy. $TMDX is building a powerful platform for organ transplantation, and I believe the market is underestimating its long-term expansion opportunities. 5/ $NBIS — $130 (57% below its all-time high) Nebius reported Q2 revenue of $582 million, an incredible 454% increase YoY, while adjusted EBITDA jumped to $236 million from a $21 million loss a year earlier. The company exited June with approximately $3 BILLION in annualized run-rate revenue and has secured more than $40 BILLION in long-term customer contracts, including major agreements with Microsoft and Meta. Nebius also recently secured a $3.5 billion financing facility with Citi to support its expanding AI infrastructure operations. With major customers, significant contracted future revenue, and continued access to financing, I believe $NBIS has a compelling long-term growth opportunity. Q3 earnings are scheduled for November 12. 6/ $TE — $2.36 (86% below its historical high) T1 Energy is quietly building something significant in American solar manufacturing. In Q2, the company generated $250.1 million in revenue and manufactured 935 MW of solar modules at its Dallas facility. Since then, T1 has signed new supply agreements totaling more than 1.58 GW, including contracts with subsidiaries of Avantus, bringing its contracted 2027 manufacturing capacity to more than 4 GW. The company also secured a Commerce Department waiver allowing it to import up to 1.725 GW of solar cells while expanding domestic manufacturing. Its new 2.1 GW Austin-area solar cell facility is expected to begin production in Q1 2027. $TE reports Q3 earnings on November 12, and I believe the opportunity in American solar manufacturing could be substantial. Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert

2. Reddit $RDDT Down (~66% 🔴) from ATH 3. Fico $FICO Down (~71% 🔴) from ATH 4. ServiceNow $NOW Down (~57% 🔴) from ATH 5. MercadoLibre $MELI Down (~42% 🔴) from ATH Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

10. $MSFT Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.

2. $GOOG - Alphabet About 31% below its high. Google Cloud revenue grew 103% to $30.7B last quarter, its backlog hit $561B, and the Gemini app has reached 1 billion monthly users. 3. $NVDA - Nvidia About 22% below its high. Data center revenue grew 117% to $89B last quarter, Nvidia guided to $108B of total revenue for fiscal Q3, and Vera Rubin is now in full production. It reports on November 17. 4. $NBIS - Nebius About 56% below its high. Revenue grew 454% to $582.3M in Q2, annualized run-rate revenue hit $3.0B at the end of June, and Nebius signed a deal with Meta in March worth up to $27B over five years ($12B committed). Nvidia invested $2B in March, and Nebius reports Q3 on November 12. 5. $VST - Vistra About 40% below its high. Adjusted EBITDA grew more than 50% to $2.38B in Q3, reported today, and Vistra introduced 2027 guidance of $7.7B to $8.5B while adding $1.5B to its buyback. It has 20-year nuclear power deals with Meta for 2,609 MW and with AWS for up to 1,200 MW. 6. $CRDO - Credo About 60% below its high. Revenue grew 115% to $479M last quarter, Credo guided to $525M to $535M for fiscal Q2, and it expects more than $600M of optical revenue in fiscal 2027 on top of its active electrical cable business. 7. $AAOI - Applied Optoelectronics About 79% below its high. Revenue grew 127% to $269.9M last quarter with data center revenue up 254%, and AAOI guided Q4 revenue to $385M to $420M. In October, AAOI signed a multiyear 1.6T transceiver agreement with a Tier 1 hyperscaler that it expects to bring $1B to $1.5B of revenue from June 2026 through May 2029. 8. $MRVL - Marvell About 56% below its high. Marvell agreed this week to buy Lumentum in an all-stock deal with an implied enterprise value of about $115B, revenue hit a record $2.74B in fiscal Q2, and at its October investor day it targeted about $20B of revenue in fiscal 2028 before counting Lumentum. 9. $MU - Micron About 44% below its high. Revenue grew 379% to $54.2B last quarter with an 87% gross margin, Micron guided fiscal Q1 revenue to $61.5B, and it has agreements covering the vast majority of its 2027 HBM supply. 10. $INTC - Intel About 62% below its high. Data center and AI revenue grew 78% to $7.3B last quarter and foundry revenue, including internal sales, grew 58%. Intel released an early version of its 14A design kit to select customers in October, and Lip-Bu Tan said a couple of advanced packaging customers should be ready to announce over the next two quarters. Costs nothing to follow me btw... 📌 If this was helpful → Like + Follow + Share 💡 Don't miss out again. Save this list and turn on notifications so you catch the next alert.