Trade Alert: Reindustrialization And Embodied AI

Bullish options bets on one of our top names and a name from our Market Watchers X list.

Two New Theme-Aligned Trades

Last night’s Top Names list offered another glimpse into the reindustrialization and embodied-AI boom reshaping U.S. manufacturing. We’re adding two new trades that sit squarely inside our core themes:

• One from the Top Names list — a U.S. semiconductor foundry vital to the CHIPS Act supply chain, reporting next month. We’re using a tightly risk-defined structure with uncapped upside to capture a potential post-earnings surge without risking much capital.

• One from our Market Watchers list — an industrial power systems maker that beat estimates last quarter and reports again next week. Its fundamentals and positioning in clean energy tech make it a good candidate for a small, defined-risk setup.

Full details below, including pre-set exit triggers so we don’t have to babysit these trades.

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Today’s Top Names Trade