You type in your tickers separated by commas, e.g. hpe, dell, mu, , intc, amd, ter, vrt, mrvl, gev, bby, dlo, wdc, stx, amzn,axti, vst, fcx
But StockAnalysis shows a very bullish forecast...
I also use SimplywallStreet for indicators as well.
Seperating the wheat from the chaff!
My takeaways from using both sites, is that WDC and STX are very strong buys right now. This supports my own conviction that although memory prices are suffering from sentiment right now, there is no reason why hard disks would also be dragged down. Even if large AI data centres are not ordering more disks, there is still great demand for company AI servers (hence the continuing trend in HPE, DELL, Lenovo, etc.). When large tech companies release exceptional FY26/FY27 results in the next 6-9 months, AI-related product prices, including memory, will be strong again.
I also see AXTI and NB as high-gain, high risk good buys and worth a flutter.
HPE, DELL, TER look strong and I already own Micron in the IWFV ETF. These together with WDC ans STX will be my main buys over then next month or so.
My other holdings - keep or dump?
The B contains INTC, APH, VRT, AMAT, REGN, AMD, AMAT, BE (Bloom Energy) and FCX.
The C list contains DLO, QCOM, AMZN, AVGO, AU, EQX.
The D list contains VST, DNN, APP, MP, SOFI, FSLR, HMY, CCJ
On the naughty step (F) we have NB and ZENA.
Good buys appear to be in APH, VRT, DNN (Denison Mines), APP, FSLR seem more risky but may show good future performance. ZENA could be very good or very bad!
The free StockAnalyis WatchList page allows me to view a selection...
 |
| My top 'to buy' stocks sorted by PE ratio. |
Many of these are due to release earnings updates at the end of this month or early November 2026.
No comments:
Post a Comment