Quanta is a great one for the grid modernization, it’s a bit overvalued for my taste but I like it nonetheless. I recommend Itron too, some similar tailwinds with the grid modernization but trading at just 21x earnings, just wrote an article on them
Good morning from Berlin, Germany … Thanks for your time and effort, Oliver. Appreciate!! …. Personally i think OUST is well worth watching as their scanners are used in so many fields. In my view, it could be a good long-term investment. Technically right now the trend continues to point upward and the share price is way above EMA 20, 50 and 200.
Quanta is a great one for the grid modernization, it’s a bit overvalued for my taste but I like it nonetheless. I recommend Itron too, some similar tailwinds with the grid modernization but trading at just 21x earnings, just wrote an article on them
Awesome. I’ll check it out.
Good morning from Berlin, Germany … Thanks for your time and effort, Oliver. Appreciate!! …. Personally i think OUST is well worth watching as their scanners are used in so many fields. In my view, it could be a good long-term investment. Technically right now the trend continues to point upward and the share price is way above EMA 20, 50 and 200.
Bonus: I have a IVF & Fertility Watchlist now. ;)
💪💪
Yes agreed Wolf. Would personally wait for a tiny bit more downside but definitely on my watchlist.
Thanks for sharing! For the fundamental side, this is what I’m watching:
As we begin, 2026 my eyes are on
AI, Robots, Crypto, Energy, Space, Drones
Here are 6 worth considering
🤖 AI: http://BigBear.ai $BBAI
⦿ Government + defense AI contracts
⦿ Real revenue (not vapor)
⦿ Tiny market cap relative to AI peers
⦿ Trades on news + volume, not fundamentals yet
Why it can run:
AI + defense + data fusion = recurring catalysts.
₿ Crypto: Bitfarms $BITF
⦿ Clean balance sheet vs miners
⦿ High leverage to BTC price
⦿ Institutional-friendly miner
⦿ Still treated as “mid-tier” by the market
Why it can run:
If BTC breaks → miners outperform BTC on % basis.
🤖 Robotics: Serve Robotics $SERV
⦿ Real-world delivery robots
⦿ Tied to Uber ecosystem
⦿ Ultra-small float
⦿ Pure robotics exposure (rare)
Why it can run:
Robotics hype cycles + low float = explosive moves.
🚀 Space: AST SpaceMobile $ASTS
⦿ Direct-to-phone satellites (no hardware)
⦿ Backed by Vodafone / AT&T r
⦿ Binary but massive upside
Why it can run:
If it works → new category, not just a company.
⚡ Energy: Energy Fuels $UUUU
⦿ 🇺🇸 based uranium + rare earths
⦿ Direct beneficiary of nuclear buildout
⦿ Strategic importance narrative
⦿ Already on institutional radar, still small cap
Why it can run:
Nuclear = national security + energy independence.
🛩️ Space + Drones: Redwire $RDW
⦿ Space infrastructure backbone
⦿ Power, avionics, deployables
⦿ Drone systems and autonomy
⦿ Deep ties to NASA and DoD
Why it can run:
RDW sits at the intersection of space buildout and autonomous systems, two capital-heavy growth lanes.