Trade Alert: Top Names

Bullish bets on three reindustrialization plays from Friday's top names, plus one on a Market Watchers name that just got options traded on it.

Trade Alert (Reindustrialization Edition)

We added four new positions today, all tied to the same through-line: U.S. reindustrialization—from factory electrification and power infrastructure to automation and the sensing stack that enables it.

• Three of them came straight off our Top Names list from Friday. That list is the same signal set we’ve used for years to source high-conviction ideas with strong historical cohort performance.

• The fourth is a Market Watchers name we highlighted back in August that just gained listed options, letting us express the view more efficiently.

Why this basket now?

• Each name is levered to durable capex—manufacturing reshoring, grid/datacenter build-outs, and autonomy—trends that should persist beyond any single tariff headline.

• Volatility remains elevated enough in spots to harvest IV while keeping our exposure aligned with the reindustrialization tape.

• Together, the four positions give us a balanced mix of quality, momentum from our system, and an opportunistic re-entry into a name we’ve liked since summer.

We’ll share the exact entries, risk, and management plan in the subscriber section. For the free crowd, the takeaway is simple: we’re leaning into the reindustrialization trend with names our system favors and a setup that benefits if domestic capex keeps compounding.

Today’s First Top Names Trade