Trade Alert: Top Names + Market Watchers

Bullish bets on two names that fit our core reindustrialization themes.

Powering Reindustrialization (and AI)

One of Thursday night’s Top Ten lands right in our core themes of Reindustrialization → Embodied AI → Energy.

This company sits at the intersection of generation + grid—exactly where surging datacenter demand meets an aging transmission system. Rather than chase stock, we’re putting premium to work with a defined-risk, premium-financed options combo that keeps our outlay small while preserving meaningful upside.

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Bonus Idea from our Market Watchers List

From the same investor who first flagged Frequency Electronics (FEIM 0.00%↑) (now up ~59% since our entry) and Tecogen (TGEN 0.00%↑) (up ~139% since our entry), we have another micro-cap that also fits our reindustrialization lens. It’s a Radio Frequency/microwave components specialist that designs and manufactures ultra-low-noise amplifiers (including cryogenic LNAs) and other high-frequency parts used in satellite communications/LEO constellations, 5G/6G infrastructure, defense, and even quantum computing labs. The company has recently highlighted deliveries of space-qualified, high-frequency ULNAs for LEO networks and positions itself as a U.S. supplier of advanced low-noise front-ends for next-gen connectivity and scientific applications.

Details below.

Today’s Top Names Trade