Filtered library · Theme
AI datacenter infrastructure theme · 171 dossiers
Dossiers in the AI datacenter infrastructure theme cluster — 171 names moving on shared catalysts.
All dossiers OKTA Okta, Inc. fresh MEDIUM Identity-security re-rating in its second, sell-side-led leg; the upgrade wave is still building nearly two months post-print — Wells Fargo lifted its target to $150 from $100 on 2026-07-20, collapsing the low-end dispersion. Cyber theme… DELL Dell Technologies Inc. fresh LOW One-session reclaim failed: the 2026-08-24 close of $433.19 is back under the 2026-08-11 shelf of $440.97, RSI(14) 41.3, 12.4% below the 08-13 high of $494.51. Morgan Stanley's 08-24 raise to $434 sets a target at the market while Evercore… HPE Hewlett Packard Enterprise Company fresh LOW The one green close failed: 2026-08-24 closed $52.43, undercutting the 08-20 low close of $52.89 and marking seven of eight sessions lower off the 2026-08-13 high of $59.82, with no dated HPE news since 2026-08-19. The 2026-09-02 Q3 print… LSTR Landstar System, Inc. fresh LOW Supply-driven truckload repricing still unconfirmed on the weekly tape, but declines decelerated: FTR Week 33 (ended 2026-08-21) showed dry van -2c vs -7c prior, reefer +1.3c, loads +0.8%, against truck postings +4.4% and the demand index… MRVL Marvell Technology, Inc. fresh LOW Custom-silicon ASIC royalty story intact, but the AI-semi theme is mid-correction — chips posted their worst month vs software on record (7/17) with money rotating into energy. Buying a falling sector with no confirmed higher low is the… NTAP NetApp, Inc. fresh LOW Three sell-side targets near $210 in eleven days (Goldman 08-13, Citi 08-18, Evercore 08-24) have stopped moving the tape: $186.86 on 2026-08-24, 9.8% below the $207.08 high, RSI 46.4, with the 20-analyst average target $186.31 sitting at… SIMO Silicon Motion Technology Corporation fresh LOW Controller mix re-rating still rests on the untouched 2026-07-29 Q3 guide of $519–541M against ~$431.8M consensus, but the 2026-08-24 close of $243.18 gave back the whole 08-19/08-21 bounce and sits on the $238.51 shelf after a… SNX TD SYNNEX Corporation fresh LOW Second-order AI re-rating still unconfirmed by company data, and the tape has now taken it back: the 2026-08-24 close of $243.65 leaves a three-month price change of +1.7% with RSI(14) at 27.3. The 11-analyst panel has not revised since… STX Seagate Technology Holdings PLC fresh LOW Maturing AI-storage supercycle with sell-side still chasing: Wells Fargo upgrade to Overweight $1,100 (7/10) and Citi Street-high $1,240 (7/13). But the DRAM ETF is down ~30% and Seagate's Q4 FY26 print ~2026-07-22 is a binary about two… UMC United Microelectronic Corp. fresh LOW Silicon-photonics pivot re-rated the ADR ~3x, but the July blowoff to $28.96 round-tripped -26% to $21.25 in days while sell-side finally upgraded (Macquarie Outperform 2026-07-14) — late-stage distribution behaviour. The 2026-07-29 Q2… WDC Western Digital Corporation fresh LOW The 29% bounce off the 2026-07-28 low stalled: WDC closed $527.22 on 2026-08-03, −3.23% on a day its sector rose 0.58%, back under a rising 50-day at $562.65. Consensus (~$3.69B / $3.31–$3.35) still sits above the company's own $3.65B… MTUM fresh LOW The AI-memory leg MTUM rotated into at the May reconstitution has rolled over: SOX -20%+ from its June peak, memory names in a bear market, and the fund closed $302.09 on 2026-07-17, below the $310 shelf that defined the… SPCX SpaceX (Space Exploration Technologies Corp.) fresh LOW Flight 14's ship catch is deferred (Musk, 2026-08-20); the mission is now a first orbital-class flight with ~20 Starlink V3, FCC window opening 2026-08-28. NVIDIA's 2026-08-24 release dated orbital compute — Starmind gen-1 on Vera Rubin… SNOW Snowflake Inc. fresh HIGH The June digestion resolved upward, not downward — SNOW cleared the ~$244 June high and printed a fresh 52-week high at $284.99 before settling at $268.90 (2026-07-17). Q1 FY27 product revenue re-accelerated to +34% and the street is still… VRT Vertiv Holdings Co fresh MEDIUM Liquid-cooling/datacenter-power bottleneck story intact but the revision cycle has stalled — RBC cut its target and the two newest sponsors (Baird $370, KeyBanc $360 on 07-23) initiated at the bottom of the range as the theme cooled to… GLXY Galaxy Digital Inc. fresh LOW Legacy crypto-financials name re-rating to AI-data-center landlord: Phase I ~200MW at the Helios campus was delivered to CoreWeave on 2026-07-06, turning the ~$4.5B/15-yr lease from promise into live contracted revenue while shares still… HUT Hut 8 Corp. fresh LOW Bitcoin-miner-to-AI-datacenter-landlord re-rate is now financed fact ($4.25B IG notes 6/4, ~$16.8B contracted backlog), but the momentum leg rolled from ~$127 to ~$105 as peers WULF/IREN captured the marquee Anthropic tenant deals (7/6)… LRCX Lam Research Corporation fresh LOW The WFE/AI-memory capex trade that ran Lam +119% YTD into June has rolled into a group-wide correction — the worst month for chip stocks since 2008, memory momentum broken (Micron/SanDisk). The ~2026-07-29 FQ4 print is now the binary: it… ONTO Onto Innovation Inc. fresh LOW June breakout fully round-tripped: ATH $386.46 (6/30) to $279.85 (7/17), now below the 50-DMA at $294.49. The tell is non-participation — TSMC raised capex to $60-64B and ASML guided up twice on 7/15-16, and ONTO closed the week at its… QCOM QUALCOMM Incorporated fresh LOW The data-center re-rating already failed: QCOM spiked to a 52-week high of $259.92 on the ~2026-06-24 Investor Day $15B-by-2029 guide, then gave back ~34% in 17 sessions to $171.78 as Hold downgrades and Apple modem-attrition math… RIOT Riot Platforms, Inc. fresh LOW BTC-to-AI-landlord re-rating is structurally intact — AMD $311M/50MW Rockdale lease, $33.2M Q1 data-center revenue, Citi reiterated Buy/PT $28 on 2026-07-08 — but the miner complex rolled over on a Q2 crypto rout and "fresh AI-pivot… SHLS Shoals Technologies Group, Inc. fresh LOW Solar/BESS EBOS name re-rated as a 2nd-order AI-datacenter-power play on a record $758M Q1 backlog and the multi-GW ON.energy deal; price reclaimed the $10 pivot but consensus PT sits at spot (~$10.63 vs $10.02), so the confirmed… CLSK CleanSpark, Inc. HIGH Spring's binary resolved bullish: CleanSpark signed a $6.6B, 20-year Georgia data-center lease (2026-07-14) with an unnamed "global technology company," converting the BTC-miner-to-AI-infrastructure pivot from speculation into contracted… PANW Palo Alto Networks, Inc. HIGH AI-security spend narrative accelerating with third-party confirmation: IBM missed Q2 ($17.2B vs $17.86B) on 2026-07-14 and blamed budget migration into Cybersecurity — PANW +6.4%, CRWD +10%, BUG +6% same session. New ATH close $357.53… ABT Abbott Laboratories MEDIUM De-rating unwind is now largely priced: $82.56 close on 2026-05-11 to $111.25 on 2026-08-14, RSI 72.2, with the 2026-08-11 Google Health/Lingo partnership and Wolfe's 2026-08-13 upgrade to $130 as the newest fuel. Nothing tests the… ACIW ACI Worldwide, Inc. MEDIUM Special-situation breakup narrative accelerating: Reuters (2026-07-17) reports ACI exploring a ~$1.5B sale of its Biller unit, which would surface sum-of-the-parts value and re-rate the faster-growing Payments Software segment. Q1 beat +… ACLS Axcelis Technologies, Inc. MEDIUM Beat-and-raise on 2026-08-06 (Q2 rev $215.175M vs $204.985M est; Q3 guided $230.0M vs $214.846M) repaired the fundamental case, but price only recovered to the top of the July band at $140.15 (08-14), 26.9% under the $191.6 high. China… ADBE Adobe Inc. MEDIUM Deep-value AI-disruption leg in legacy software, now with an external validator: the 2026-08-13 Silver Lake–Workday take-private report put a sponsor price on marked-down per-seat SaaS. ADBE closed 2026-08-14 at $264.02, 28.2% off the… AKAM Akamai Technologies, Inc. MEDIUM Legacy-CDN-to-AI-inference pivot got its first external validation since the failed July bounce: Q2 CIS +39% to $99M with >$2.8B YTD contract bookings (2026-08-06), then J.P. Morgan off Underweight to Neutral, PT $158 (2026-08-13). Price… ALAB Astera Labs, Inc. MEDIUM Q2 (2026-08-04) answered the July margin question: GM 73.7% vs ~73% guide, and Q3 guided $540–560M vs $416.5M consensus (~40% QoQ) with Scorpio X switches in volume production a quarter early. Price has not confirmed — the 2026-08-14 close… APH Amphenol Corporation MEDIUM AI-interconnect content leg intact — orders $10.7B, book-to-bill 1.23:1, Q3 guided above consensus — but the flow turned: $169.18 on 2026-08-07 to $157.01 on 2026-08-21, including a 6.6% one-day drop on 2026-08-18 with no company news.… ARES Ares Management Corporation MEDIUM Private-credit compounder still saturated rather than broken: Q2 (2026-07-31) showed AUM $671B, $36B inflows and FRE $491.1M, yet the 2026-08-21 close of $141.25 sits 20.7% under the $178.13 trailing high. Since 2026-08-12 nothing has… ATEYY Advantest Corporation MEDIUM The 2026-07-29 Q1 print broke the H2 digestion flag: FY2026 guide raised to ¥1,714.0B sales / ¥846.0B operating income, CY2026 tester TAM lifted to $13.0–14.5B from $10.9–12.2B, and the ADR made a new 52-week high at $235.00 on 2026-08-14.… BABA Alibaba Group Holding Limited MEDIUM Cloud/AI re-rating leg picked up an Apple attachment — Reuters reported 2026-08-14 that Apple trained a China-specific LLM with Alibaba's support — Price faded the other way, $128.41 on 08-07 to $123.81 on 08-14, 34.0% under the 52-week… BE Bloom Energy Corporation MEDIUM Q2 (2026-07-28) beat and raised — revenue $1.065B +165.5% YoY, FY26 guide lifted to $3.9–$4.2B — yet the 2026-08-14 close of $229.94 sits 33.5% below the 52wk high after July's 32% Hunterbrook-driven drawdown. Accelerating P&L into a… BHE Benchmark Electronics MEDIUM Beat-and-raise on 2026-07-29 (rev $756M +18% YoY, AC&C +71% YoY, FY26 lifted to ~$3B/+13%) was fully sold: price round-tripped from the $98.67 52-week high to $81.75 on 2026-08-14. The AI-cooling and lidar picks-and-shovels leg is… BLZE Backblaze, Inc. MEDIUM Neocloud storage pick-and-shovel: the five-year ~$335M CoreWeave B2 Neo deal (2026-06-23) re-rated BLZE from the high-$7s to a 52-week high near $18, and sell-side is still chasing (Citizens to $16, 2026-07-23). Narrative accelerating but… BULL Webull Corporation MEDIUM June dormant-to-leader flip is confirming: the ~$7.52 breakout resolved up on the 2026-07-21 surge, Rosenblatt lifted its target to $13 (2026-07-16), and June ops printed 28.2M users / $800M net deposits. Theme accelerating; read is a… CME CME Group Inc. MEDIUM Event-contract and 24/7 pivot got dates: NHL FutureSports futures 2026-09-28, Silicon Data H100/B200 compute futures 2026-10-05, 24/7 silver 2026-09-11 — all announced 2026-08-11. Price recovered to $274.98 (2026-08-21) but still sits… COHU Cohu, Inc. MEDIUM Best fundamental print of the AI cycle (2026-07-30: rev $149M vs $144.08M cons.; Q3 guided $163–177M vs $146.33M) collided with a sector de-rate — the stock closed $52.88 on 2026-08-07, 28.5% under its $73.91 high and beneath the June… CRDO Credo Technology Group Holding Ltd MEDIUM Interconnect/AEC royalty narrative still accelerating, not fading — new 52-week highs on late-June initiations (Evercore $325, Stifel $350, BofA $340) plus the early-July AI-buildout rally. But it's now mainstream and widely held, entering… CTOS Custom Truck One Source, Inc. MEDIUM Utility T&D / grid-capex cycle with CTOS as the laggard specialty-rental picks-and-shovels name; the June breakout to $11.36 has stalled, retracing ~10% to retest the ~$10 shelf into a binary 2026-07-29 Q2 print. Theme now maturing and… FET Forum Energy Technologies, Inc. MEDIUM Oilfield-equipment operating-leverage re-rating, now maturing: the 2026-07-30 Q2 beat ($1.16 adj EPS vs $0.56) and raised FY26 guide were reiterated at EnerCom on 2026-08-18 ($890M revenue, $120M EBITDA). Price made a $86.31 52-week high,… FSLR First Solar, Inc. MEDIUM Section 232 supplied a new leg: the 2026-08-06 proclamation sets a $0.38/W minimum import price on modules from 2026-12-04, above the ~$0.36/W FSLR struck on Q2 US bookings. Baird upgraded 2026-08-11 with a target moved to $318 from $205.… FSLY Fastly, Inc. MEDIUM The Q2 margin inflection finally got paid, five sessions late: shares moved ~21% on 2026-08-10 to $27.69 intraday, the highest since early 2024. Three insiders then disposed at $28.60–$30.00 on 2026-08-18 and the 2026-08-21 close was… FTK Flotek Industries, Inc. MEDIUM Legacy oilfield chemistry re-rating into a power/measurement business: Data Analytics hit 51% of gross profit in Q2 2026, the 2026-08-03 PREPA award adds ~$400M of 10-year expected backlog, and the 2026-08-04 guide went to $340–350M from… FTNT Fortinet, Inc. MEDIUM Q2 (2026-07-29) resolved up — revenue $2.047B vs ~$1.89B, product +52% YoY, FY26 guide raised to $8.020–8.180B — but price has gone nowhere since: $161.95 on 07-31, $160.01 on 08-14, still 4.9% under the $168.29 high. The 44-analyst mean… GEN Gen Digital Inc. MEDIUM Post-print leg holding on an empty calendar: Q1 FY27 (2026-08-06) beat and lifted FY27 to $5.375-5.475B, the 2026-08-17 ex-div session probed $27.41 and was reclaimed to $28.93 by 2026-08-21, and the $32.11 consensus has not moved since… GRND Grindr Inc. MEDIUM Q2 (2026-08-06) resolved the binary bullishly — revenue $138.1M +33% vs $132.4M consensus, FY guide to ~$540M/~$232M EBITDA, three PT raises 2026-08-07 — yet price faded from the ~$18 area on 2026-08-03 to a $16.01 close on 2026-08-14.… HPP Hudson Pacific Properties, Inc. MEDIUM The refi binary now has a filed date: the 10-Q (2026-08-10) puts the Hollywood Media Portfolio loan maturity at 2026-09-09 with the longer-term extension still unresolved. Q2 beat ($0.35 Core FFO vs $0.26) and three August target raises… HRI Herc Holdings Inc. MEDIUM Second-order AI/power play: Herc rents the cranes and gensets that build data centers. Peer United Rentals raised FY26 guidance (2026-04-23), confirming an accelerating theme — but the stock sits +71% off its low and drifts into a binary… HURN Huron Consulting Group Inc. MEDIUM AI-disruption discount still unwinding, but the last leg bought nothing new: price ran from the 2026-08-07 close of $152.05 to $161.64 on 2026-08-21 with no guidance change since the 2026-07-28 beat-and-raise — just a fifth covering… IESC IES Holdings, Inc. MEDIUM Q3 FY26 (2026-07-31) resolved the post-index-inclusion fade in the bulls' favour — revenue $1.243B (+40%), backlog $4.53B (+91% since FY25 close), Communications +51% — and the 2-for-1 split distributing 2026-08-21 is the only dated event… KEYS Keysight Technologies, Inc. MEDIUM Analyst-migration re-rate's second leg (Morgan Stanley to Overweight, PT $400, 2026-07-13) has stalled — silent tape near 28x forward, empty calendar until the ~2026-08-19 Q3 FY26 print. The $290–300 breakout-shelf entry hasn't come;… MEI Methode Electronics MEDIUM Data-center power pivot is revenue-confirmed — record >$80M FY26 segment sales and an FY27 guide ($1.025–1.075B vs ~$952M Street) — but the post-print momentum leg has faded ~26% from the $20.38 high to ~$15. The re-rate is spent and the… MYRG MYR Group, Inc. MEDIUM AI/datacenter power-buildout supercycle lifting grid/electrical contractors; MYRG confirmed it with a record Q1 and a late-June breakout to fresh ATHs (~$487) above the $484.71 shelf. Theme accelerating + cluster-confirmed, but the Q2… NESR National Energy Services Reunited Corp MEDIUM MENA national-oil-company capex via the only US-listed pure play; the 2026-08-05 $300M Kuwait award and the 2026-08-10 Q2 beat ($520.8M vs $446.97M) are fully in the tape. Headline flow stopped after the 2026-08-11 target raises and price… NTSK Netskope, Inc. MEDIUM Sell-side caught up to the post-lockup repair leg — six coverage actions between 2026-08-14 and 2026-08-21 lifted the average target from $16.11 to $17.25 — while the tape stalled at $14.51 (2026-08-21) versus $14.87 on 2026-08-07. The… NXT Nextpower Inc. MEDIUM Falling knife has based and turned: after a -34% unwind from the $163 high to a ~$107 June base, a fresh cluster (Truist initiate Buy $140 07-14, Guggenheim upgrade Buy 07-15) plus a 07-15 surge is re-rating the M&A-drift story. The… OWL Blue Owl Capital Inc. MEDIUM Private-credit-stress bottom trade now digesting: price -1.7% from the 2026-08-07 close while RSI(14) unwound 83.9 to 58.1, and term funding reopened with $750M of 6.750% 2036 notes priced 2026-08-12. Nothing resolves the redemption… PENG Penguin Solutions, Inc. MEDIUM Q3 (July 7) broke the model wide open: revenue $478.7M vs $405.5M consensus (+48% YoY), EPS $0.84 vs $0.54, FY26 growth guide lifted 12%→22% and FY27 pre-guided ~30%. The stock then round-tripped from $89.86 to ~$60 on the $750M… TBLA Taboola.com Ltd. MEDIUM Legacy open-web ad network repricing as a toll booth on AI answer surfaces: the 2026-06-16 DeeperDive ad-network launch (35% take rate, open to third-party LLMs/agents) plus the 2026-07-01 Wikitree win drove a breakout to 52-week highs… TTMI TTM Technologies, Inc. MEDIUM The 2026-08-05 binary resolved bullishly — Q2 revenue $1.004B beat both the $930–970M guide and $962M consensus, book-to-bill rose to 1.49, Q3 guided $1.100–1.140B vs $1.073B consensus. Yet the 2026-08-14 close of $140.0 is 36.8% below the… TWLO Twilio Inc. MEDIUM Legacy CPaaS repricing as voice/agentic-AI engagement infrastructure; sell-side re-clustered higher into the print — Cowen $245, Mizuho $240, Citizens $250 (2026-07-17/20) — but the 2026-07-30 Q2 report is now the binary deciding whether… VG Venture Global, Inc. MEDIUM LNG-export narrative re-accelerating on Europe's winter gas scramble plus a Middle East risk premium; VG ran +23% off the $12 mid-July shelf to $14.31 as Plaquemines ramps and CP2 advances. The 2026-08-11 pre-market Q2 print is the binary… AAON AAON, Inc. LOW Beat-and-raise on 2026-08-10 (Q2 sales $627.0M, +101.2%; FY guide up to $2.235–2.307B) landed with gross margin 24.3% vs 26.6% and the FY margin guide cut to 25–26%. Targets were cut the next day and the entire 2026-05-07 re-rating gap has… ACMR ACM Research, Inc. LOW Beat-and-raise on 2026-08-07 (revenue $292.9M +36% YoY, EPS $0.61 vs $0.34, FY26 floor lifted to $1.125B, H1 orders +105% YoY) was sold: the stock round-tripped to $80.42 on 2026-08-14, -36.6% from a $126.89 52-week high. Order curve… AESI Atlas Energy Solutions Inc. LOW Frac-sand legacy pivoting to behind-the-meter gas power for AI data centers, but the story is DORMANT and the structure broken: shares fell from $16.73 (6/29) to an $11.96 close (7/24, -8.5%), losing the ~$15 base and $13 shelf on… AGX Argan, Inc LOW AI-data-center gas-EPC theme still accelerating (4.1+ GW gas backlog, $973.6M cash, zero debt), but AGX has round-tripped from the $805.75 ATH to $563, losing both the ~$675 breakout and ~$600 shelves. Mean reversion toward the pre-run… ALGM Allegro MicroSystems, Inc. LOW The June AI data-center power-attach re-rate has flipped from being marked up to marked down: TD Cowen cut its target to $66 (2026-07-13) and Barclays downgraded to Equal-Weight at $48 (2026-07-20), the first target below the June range —… ALLE Allegion Public Limited Company LOW Post-Q2 gap intact but the leg is cooling: $162.31 on 2026-08-21 with RSI(14) back to 51.9 from 61.1 a week earlier, and price now under the $164.75 mean target while every post-print broker update stays Neutral/Equal Weight.… AMAT Applied Materials, Inc. LOW Record Q3 FY2026 (revenue $9.12B, +25% YoY; Q4 guide $10.25B ±$0.50B) keeps de-rating anyway: $507.18 on 2026-08-14, $492.32 on 2026-08-21, 31.8% under the $722.23 high, with every published target from $585 to $740 above the market. No… AOSL Alpha and Omega Semiconductor Limited LOW Post-parabola digestion. The Apr–May "second-order AI power-semi" re-rate (~3x to $54.34) is fully priced, above the $30.50 consensus PT with no fresh company catalyst in 11+ weeks; the 2026-07-15 pop was a newsletter-driven volume spike,… ASX ASE Technology Holding Co., Ltd. LOW Advanced-packaging pricing power is real — quotes raised 20%+ (2026-07-01), 2026 capex hiked to US$8.5B, CoWoS-equivalent capacity tripling to 25k wpm — but the tape topped at $45.51 the same day and sits ~15% lower inside a 13% semi… ATEN A10 Networks Inc LOW AI-security re-rate off the 2026-06-15 TrojAI deal has stalled: ATEN churning ~$35 below the $37.36 ATH, momentum cooling as Mizuho lifts its target to $34 but stays Neutral — analyst catch-up, not fresh conviction. The 2026-08-05 Q2 print… BAND Bandwidth Inc. LOW Late-stage small-cap CPaaS squeeze: +360% YoY into the mid-$70s, ~5% below the $79.08 high, with Citizens ($86, 2026-07-20). Riley ($85) both lifting targets in July. A confirmed Q2 print on 2026-07-29 is a binary two trading days out —… BBY Best Buy Company, Inc. LOW Tape flipped since early July: BBY broke to a fresh 52-week high $87.35 (~$85.41 on 2026-07-17, +27.6% YTD) on RGB-LED TV exclusivity plus an AI-PC/MacBook refresh cycle. But price sits ~8% above the $79.15 consensus target while Loop… BTBT Bit Digital, Inc. LOW Both legs of the wrapper are now rolling over: WhiteFiber (WYFI, ~70.5% owned) de-rated from $38.50 to $27.57 as the June neocloud mania cooled, and BTBT slid to ~$1.50, a step above its $1.25 low. SOTP discount still ~49% (~$745.6M WYFI… BTDR Bitdeer Technologies Group LOW Spring miner-to-AI re-rate has fully unwound: BTDR lost the $15 shelf to $12.56 (2026-07-09) as AI-cloud ARR plateaued at ~$69M for a 2nd month. A signed-but-not-effective Tydal colocation lease (2026-06-29) and a $36M Nevada plant are the… BWMN Bowman Consulting Group Ltd. LOW Not a growth story — a cash-deal spread. Bernhard Capital's $43.00 all-cash take-private (signed 2026-08-10) caps the name; the 2026-08-21 close of $42.61 is $0.39 under it, down from a $0.70 gap on 2026-08-14. The go-shop expires 5:00… CBLL CeriBell, Inc. LOW August re-rating is reimbursement-driven: CMS granted an NTAP of up to $2,171 per eligible Medicare case for the Ceribell Delirium Monitor on 2026-08-03 (effective 2026-10-01) and FY26 guidance went to $114–117M on 2026-08-10. Narrative… CDNL Cardinal Infrastructure Group Inc. LOW Post-blowoff digestion is deepening: the ~4x data-center site-work roll-up has bled from a $96 high back to its $63 average analyst target, now below the $73 secondary price and the 50-DMA. Q1 organic +64% and an $854M backlog keep… CDW CDW Corporation LOW Second-order AI-server reseller whose ~37% recovery off the $97 low has stalled: a mid-July push to $144 round-tripped to $133 by 2026-07-17, right in the fairway of the ~$145 consensus target. The re-rate (JPM, MS $170, Citi $145) is… CECO CECO Environmental Corp. LOW 2nd-order AI-power name — Q1 orders +97% YoY and a first-ever >$1B backlog (2026-04-28) feed the datacenter/electrification capex wave, and the closed Thermon merger doubled EBITDA. But price rolled over ~25% off the $101.24 ATH to $75.63,… CLFD Clearfield, Inc. LOW The May earnings-miss squeeze has fully round-tripped to a dead tape in the mid-$30s, below the ~$36 gap base, with the retail-sentiment narrative spent. The sole live driver is the 2026-08-05 fiscal-Q3 print — guided to a sharp sequential… CLS Celestica, Inc. LOW AI-datacenter EMS picks-and-shovels story still fundamentally climbing after the 2026-04-27 Q1 crush (rev +53% to $4.05B, FY26 guide raised to $19B), but the tape broke ~21% off its $474 June high and heads into a binary 2026-07-27 Q2… CRWD CrowdStrike Holdings, Inc. LOW The August breakout leg has been given back: price closed 2026-08-21 at $191.95, 14.9% under the $225.53 52-week high, while eleven brokers set targets between $205 and $250 in the same five sessions. The binary was pulled forward — Q2… CSCO Cisco Systems, Inc. LOW Legacy-networker AI re-rate intact and now at its binary: the $118–120 shelf held through July, price closed $121.43 on 2026-08-07 with RSI(14) at 78.4, and five sell-side target raises landed 07-22 → 08-06 (Citi $112→$139) ahead of the Q4… CTSH Cognizant Technology Solutions Corporation LOW Legacy IT-services franchise being re-underwritten as an enterprise-AI deployment partner; the leg still works — $61.87 on 2026-08-21, up 18.0% over three months — but the sell-side revision wave ended 2026-07-30, price now sits ~3% under… DDOG Datadog, Inc. LOW June's sell-side upgrade wave has exhausted and the first cut printed — Bernstein to Market Perform (PT $226, 2026-07-06) as the stock rolled over. AI-observability narrative intact but maturing; the $278.71 parabola round-tripped and the… DIOD Diodes Incorporated LOW The AI-server/auto power-content re-rate that carried DIOD to a ~$126 all-time high (June 18) has round-tripped: a double-top, an analyst downgrade, more insider selling and a sector-wide semi selloff pushed it to ~$96 by July 10, through… DJT Trump Media & Technology Group Corp. LOW Fusion pivot is the leg: the 2025-12-18 all-stock TAE Technologies merger (>$6B, ~50/50 fully diluted) is what's actually being bought, while the crypto-treasury leg was terminated 2026-08-07. The S-4 was still unfiled as of 2026-08-05,… DOCN DigitalOcean Holdings, Inc. LOW The $117 condition from the 2026-08-08 note broke: the 2026-08-21 weekly close is $115.64, under the $117.54 July placement price, with the 200-day at $113.47 just below. DUOT Duos Technologies Group, Inc. LOW The pivot is now structural: the rail subsidiary was sold 2026-08-05 (related party — interim CFO owns 50% of the buyer), leaving an edge-colocation operator carrying a 2026-07-16 five-year 10 MW hyperscaler contract worth >$111M. The tape… DXYZ Destiny Tech100 Inc. LOW Scarcity premium re-underwritten on Anthropic, not SpaceX: DXYZ ran $22.51 (2026-07-28) to $34.43 (2026-08-21), back above the last reported $24.56 NAV (2026-03-31), on Anthropic's June S-1 and $65B July run rate. RSI 89.6, the $1B ATM is… ENPH Enphase Energy, Inc. LOW IQ SST AI-data-center pivot (announced 2026-04-28) that drove a spring squeeze has stalled — stock de-rated ~16% in a month to ~$45 (2026-07-09), sell-side uniformly neutral with PTs on top of price (Susquehanna $45, 2026-07-10), and SST… EPAM EPAM SYSTEMS, INC. LOW Compounder narrative broken on 2026-08-06: FY26 organic constant-currency growth cut to 2.0%–3.0%, Q3 guided to ~1.7% YoY. Price has stalled rather than extended lower ($99.90 close 2026-08-11 vs $97.43 on 2026-08-07), but the AI-native… EQNR Equinor ASA LOW European winter gas-security theme re-accelerating; Equinor, the swing Norwegian pipeline supplier, held ~$40 through a Q2 double-miss on a $1.125B buyback bid. ERO Ero Copper Corp. LOW Copper-squeeze beta finally re-rated: the 2026-08-21 close of $39.42 is a new 52-week high (RSI 78.1, +46.1% over three months) clearing the prior $38.03 high — but it printed in the week the LME squeeze unwound (backwardation above… EXTR Extreme Networks, Inc. LOW Legacy campus-networking name re-rating ~+140% off Feb lows on the Platform ONE / Agent ONE AI-NetOps story plus SaaS ARR +29% YoY; theme still accelerating but spot ($33.71, 07-10) has run through consensus PT $29.06 into the June bull… FCEL FuelCell Energy, Inc. LOW Street targets re-rated up to the price rather than the reverse: average PT $22.83 across 8 analysts vs the 2026-08-07 close of $20.43, after B. Riley $13→$32 (6/29) and UBS $22→$27 (7/14). The AI-power bid still works (7/30 Microsoft… FLEX Flex Ltd. LOW AI-manufacturing re-acceleration: the 2026-07-09 Cerebras CS-3 production expansion is the first company-specific bid since the S&P-inclusion +6% pop round-tripped to ~$147, refreshing the data-center power/EMS narrative into the ~07-29 Q1… FN Fabrinet LOW Optical cluster re-accelerated in July (AAOI +390% YTD, LITE +138%, COHR +107%) while Fabrinet sits ~$478, +0.7% YTD and ~36% under its $748.89 high. Revenue compounds at +30% but the tape has decoupled from its own theme — a… FPS Forgent Power Solutions, Inc. LOW Second secondary in five weeks — ~43.6M shares at $49 on July 2, now including company primary dilution — confirms the recurring-supply pattern and dragged the stock from its $65.56 June-4 ATH back to the offering line. The… GCMG GCM Grosvenor Inc. LOW Alternatives-manager re-rate stalled — GCMG printed a new $14.38 high on the 2026-07-13 Piper upgrade, then reversed ~15% to a $12.20 close into the 2026-08-06 Q2 binary. The AI-datacenter infra/private-credit fundraising thesis is intact… GENI Genius Sports Limited LOW Sports-data toll-booth under the prediction-market boom, but the boom arrived and the toll didn't: Kalshi/Polymarket cleared $50B+ of World Cup volume (Coindesk, 2026-07-14) while GENI slid $6.43 → $6.30 and printed $5.98 intraday July 17.… GTM ZoomInfo Technologies Inc LOW Legacy B2B data business trying to re-price as the data layer under AI go-to-market agents. The 2026-08-05 post-print gap is intact but unextended — $3.97 on 2026-08-21, RSI(14) cooled 76.9→58.9 — and the 2026-08-11 Microsoft Copilot MCP… GTX Garrett Motion Inc. LOW Turbo cash-cow re-rated (~8–9x → ~18x) on a datacenter/industrial oil-free cooling narrative; the parabolic Feb→June leg (~$20→$36) is spent, shares faded ~11% to the 50-day near $32.30, and the ~late-July Q2 print is the first chance to… HIVE HIVE Digital Technologies Ltd. LOW BTC-miner→AI-compute re-rating has its first blue-chip proof — BUZZ HPC's $220M Bell/Cohere sovereign-AI GPU deal (~$70M ARR) on top of $35M contracted ARR — but the stock stalled ~$3.79 below its early-June highs as BTC bled ~45-50% off… INHD Inno Holdings Inc. LOW The frozen tape resolved against the story: T12 lifted 2026-07-31 at noon ET and the reopen has been one-way — $8.46 on 2026-08-14 (-21.96% that session, RSI 13.8) versus the $39.49 halt print. The June AI-agent narrative is broken, a $60M… INOD Innodata Inc. LOW AI training-data pure-play with a still-accelerating fundamental story (Q1 rev +54%, 40%+ FY26 guide reaffirmed 06-17) but a fully broken chart: ~-51% from the June $125.14 ATH to ~$61, with the CEO filing a fresh 200k-share sale on 07-16… IQ iQIYI, Inc. LOW Long-form streaming growth is broken in the reported numbers (Q1 2026 revenue -13% YoY, operating income to a RMB228.4m loss), so what is left is the micro-drama/overseas pivot — newly branded as Undercurrent Theater in early August 2026 —… IT Gartner, Inc. LOW Post-derate re-rating still working on price but the information flow has stopped: since the 2026-08-04 gap (+23.7%) the only new data is BMO cutting its target to $206 on 2026-08-18 and three insider sales at $184–$191. The 2026-08-21… KC Kingsoft Cloud Holdings Limited LOW China AI-compute capacity story is intact on fundamentals — AI gross billing +90% YoY and past half of public-cloud revenue in Q1 (reported 2026-05-27) — but the price leg broke: -32.3% from the $18.21 high with RSI(14) back at 70.0. The… KEEL Keel Infrastructure Corp. LOW Former Bitfarms miner→AI/HPC-datacenter pivot has rolled over: June's push to ~$6.14 into Citizens' $10 initiation retraced to a ~$4.975 ref by 07-06, losing the $5.00 convert shelf and drifting toward the $4.00–4.20 base. Still zero… KGS Kodiak Gas Services, Inc. LOW Post-print bounce failed: the ~21% rally off the 2026-08-07 low of $53.90 stalled at the 2026-08-14 close of $65.35, and the 2026-08-21 close of $61.46 sits just above the $59 break level. Record Q2 EBITDA and a raised FY26 guide are in… LGN Legence Corp. LOW AI-datacenter MEP/HVAC pick-and-shovel story still improving on fundamentals (record $5.38B backlog, FY guide raised to $4.1–4.3B), but the tape has decoupled: ~33% off the $102 May close high, LGN sliced the $76 breakout shelf and rolled… LILA Liberty Latin America Ltd. LOW Break-up leg intact but the news flow has flipped from company action to downgrades: Morgan Stanley cut to Underweight $7.00 on 2026-08-20, leaving the 2026-08-21 close of $8.47 above all three dated targets ($6.50/$7.00/$8.00). RSI 51.9… LZ LegalZoom.com, Inc. LOW AI-reset narrative — a busted online legal-forms IPO repositioning as an AI-enabled SMB subscription platform (Anthropic partner, AI "digital mailroom") — drove a +29% 30-day rip into July. But it's stretched into the 2026-08-05 Q2 print,… MARA MARA Holdings, Inc. LOW AI/HPC power-buildout re-rate is the leg being bought — the 2026-07-09 HIF deal adds up to 2 GW in Texas, lifting potential capacity toward ~4.8 GW — but the golden-cross base fully round-tripped to ~$11.4 as analysts cut across the board… MCHP Microchip Technology Incorporated LOW AI-data-center re-rating leg is unwinding — round-tripped from the $105.91 May ATH to the ~$84 50-day EMA under an unrebutted J Capital short thesis and a 2026-07-13 TD Cowen PT cut to $90; only the cyclical MCU/industrial recovery (~93%… MDB MongoDB, Inc. LOW Atlas re-acceleration (+29.4% YoY, record $117M seq add; Q1 FY27, 2026-05-28) is intact, but the +18.5% post-print breakout fully round-tripped from $444.72 to a $294.10 close as the AI-software theme sold on margin-timing fear. Sell-side… MKSI MKS Inc. LOW Operating leg accelerating into a de-rating tape: Q2 (2026-08-05) beat at $1.248B revenue / $3.30 adj EPS, Q3 guide $1.310–1.390B tops the $1.243B Street, leverage down to 3.0x — and the stock still fell 4.49% on the print and sits 31.4%… MKTX MarketAxess Holdings, Inc. LOW ICE's $167.00 all-cash agreement (signed 2026-07-30) has fully converted MKTX into a spread instrument, and the spread has drifted wider: $167.00 less the 2026-08-21 close of $162.11 leaves $4.89 gross against an H1 2027 guided close.… MOD Modine Manufacturing Co LOW Operating story still compounding — Data Centers sales $348.6M (+90% YoY) at the 2026-07-29 Q1 FY27 print, FY27 guide affirmed — but the tape broke: the 2026-08-14 close of $209.50 lost the $210 line, -31.7% from the $306.89 high. The… MPWR Monolithic Power Systems, Inc. LOW Fundamentals still accelerating (Q2 rev $980.6M vs $890–910M guide; Q3 guided $1,140–1,160M vs ~$982M consensus) but the tape has fully retraced the print: a 2026-08-18 shareholder-investigation headline took the stock down 6.86% to… MRAM Everspin Technologies, Inc. LOW Sympathy bid off the Micron-led memory supercycle and Russell 2000 inclusion floored the post-parabola markdown in the low-$20s, but the ~2026-07-28 Q2 print is now the binary: Everspin must show a non-casino datacenter/AI design win or… MTSI MACOM Technology Solutions Holdings, Inc. LOW AI optical-interconnect arms-dealer with fundamentals still accelerating (FY26 DC growth guide >60%, Q3 guide $331-339M) but a July-broken chart: ~36% off the $418.90 high to ~$267 on the semi selloff, Russell Value index removal, and… MXL MaxLinear, Inc. LOW The $77 shelf from the 2026-07-23 beat-and-raise has broken: the 2026-08-21 close of $66.61 is 48.0% below the $128.03 high, after Seendripu family trusts sold or filed to sell ~$50M of stock between 2026-08-14 and 2026-08-17. The revenue… MYE Myers Industries, Inc. LOW Legacy plastics maker re-rated ~2.4x on a "Focused Transformation" — MTS distribution arm in discontinued ops, capital concentrated behind Signature/MegaDeck composite matting (Infrastructure orders +130% YoY, Q1 adj EPS $0.44 vs $0.28).… NOK Nokia Corporation LOW AI-networking legacy re-rate extending on a harder catalyst leg — first commercial AI-RAN platform with Nvidia (07-15) plus Taiwan Mobile, Orange Belgium and NestAI defense wins. Theme accelerating, but the 2026-07-23 pre-open Q2 print is… NSIT Insight Enterprises, Inc. LOW Genuine VAR margin-mix turnaround (Q1 GM +240bps, cloud GP +35%) but a derivative AI tag: hardware GP guided flat, sales +1%. Range-bound $102–123 since the early-June rejection; ~$110 already sits above the ~$103 street target with a… NWPX NWPX Infrastructure, Inc. LOW Legacy steel-pipe maker re-rated into a water-infrastructure + precast roll-up on a record $373M WTS backlog, an ~83% Q1 beat, and the Permalok RBJ field win. Narrative intact but the setup is extended — last near $148, ~35% above the… OUST Ouster, Inc. LOW Squeeze leg broke: +43% in four sessions to a $63.79 high, then management priced 3.62M shares at $55.22 (~8% discount) and closed ~$191.9M net on 2026-07-06. Price round-tripped to $37.04, under the 20- and 50-day and under the $49… P Everpure, Inc. LOW Hyperscaler design-win re-rating has stalled: 52-week high $118.16 on 2026-08-14, then a 2026-08-21 close of $108.55 with RSI(14) still 79.5 while TD Cowen ($170) and Wedbush ($127) raised targets into the fall. The 2026-08-26 Q2 FY2027… PAY Paymentus Holdings, Inc. LOW Beaten-down bill-pay compounder: Q1 2026 revenue +30.2% YoY yet shares carved a $20.11 June 52-week low on margin-mix fear. Now ~40% off that low into a binary ~Aug-4 Q2 print — the read is a recovering base, not a chase. PII Polaris Inc. LOW The $66 shelf the recovery leg stood on is gone: the 2026-06-05 low of $66.06 broke and PII closed 2026-08-21 at $64.39, three weeks after a beat-and-raise (Q2 sales $2,023M, operational adjusted EPS $1.01 vs a $0.70–0.80 guide). The… PKOH Park-Ohio Holdings Corp. LOW The 2026-08-05 beat-and-raise leg is intact on the numbers but has stopped working on price: $52.51 on 2026-08-07 to $45.70 on 2026-08-21 (-13.0%), RSI(14) from 89.3 to 61.4, no company news since Stonegate's 2026-08-10 update and no dated… PLUG Plug Power, Inc. LOW The +475% hydrogen-comeback squeeze has broken: the $3.12 Q1 gap and the 50-day both failed, price is ~$2.17 (-20% in 30d), and Susquehanna cut its target $3.75 → $2.50 on 2026-07-10. The June 30 NY Gateway close resolved as a restructure… POWI Power Integrations, Inc. LOW The 800VDC AI-power re-rate has cracked. POWI lost the $74–78 May breakout shelf in a -20% week to $70.45 (2026-07-17) and now sits below the $76.20 average target for the first time since spring. The GaN cohort broke with it — NVTS is… PTEN Patterson-UTI Energy, Inc. LOW Rig-reactivation cyclical is basing, not broken: June averaged 95 US rigs (vs ~90 Q2 guide), the July EIA STEO lifted 2026 Henry Hub to $3.67, gas rigs turned up 122→126, and Piper upgraded to Overweight 07-14. Price bottomed $8.57 (07-01)… RHI Robert Half Inc. LOW White-collar staffing in secular decline: Q2 EPS collapsed to $0.26 (2026-07-23) as AI automation and a frozen hiring market gut permanent-placement demand. The >5% dividend yield reads as a value-trap signal rather than a floor. No… RMBS Rambus Inc. LOW Memory theme is ripping — Micron +68% YTD with HBM sold out through 2027 — but Rambus has decoupled, down ~42% from its 2026-06-03 high of $174.10 to $101.44 while the cycle proxy sits near records. Interface content is a DIMM-unit story,… RPAY Repay Holdings Corporation LOW The bid discount narrowed on an operating headline: the close ran $3.66 (2026-08-14) to $4.01 (2026-08-21) after REPAY joined Visa Platform Connect on 2026-08-19, leaving Forager's rejected $5.25 cash proposal ~31% above the tape with no… RUM Rumble Inc. fresh LOW The sell-the-news break is now confirmed: RUM lost the $6.46–$6.66 100/200-day shelf and closed $5.76 on 2026-07-17, -19% from the post-rebrand tape and within 25% of the $4.62 52-week low. Every moving average is overhead. The 2026-08-10… S SentinelOne, Inc. LOW Agentic-security re-rate has cooled into its print: price $23.11 (2026-08-14) → $21.19 (2026-08-21), RSI 83.3 → 56.3, while seven target raises landed 08-17 to 08-21 and consensus caught spot at $21.52. The 2026-08-27 Q2 FY2027 print is… SANM Sanmina Corporation LOW The prior break level gave way: the 2026-08-21 weekly close at $188.89 retraced the entire June re-rate. FQ3 on 2026-07-27 beat and raised — $3.46B revenue, +69.7% YoY, FY26 EPS guide lifted to $11.90–12.20 — and the tape answered with a… SITM SiTime Corporation LOW MEMS-timing picks-and-shovels story is fundamentally intact — Q1 datacenter revenue +158% YoY to 67% of sales, Renesas timing deal closed July 1 — but the momentum leg has broken: ~$550 on July 18 is ~39% off the May 11 all-time-high close… SKM SK Telecom Co., Ltd. LOW Post-Q2 re-rating extended to a $40.29 close on 2026-08-21 with RSI(14) at 74.0, but the 2026-08-07 6-K stretched the funding-disclosure commitment from one month to three — the ~₩1T primary-increase question is now unresolved and undated… SMCI Super Micro Computer, Inc. LOW Dilution leg has broken the story: the $7B raise cleared at $27.50 on June 11 and spot is $24.18, with a live $2B ATM as forward supply. DDR contract prices +32% QoQ crush a business guiding 8.2–8.4% gross margin. Falling knife under all… SMTC Semtech Corporation LOW The mix-purification leg has lost its price leg: the August bounce round-tripped from a $140.35 close on 2026-08-14 to $124.09 on 2026-08-21, under the 2026-07-17 flush close. The binary moved forward — Q2 FY27 prints 2026-08-25 after the… SRAD Sportradar Group AG LOW Binary resolved against the bull leg: the 2026-08-03 Q2 print missed both lines, cut FY sales guidance to $1.765–1.782B, and put only "tens of millions" of euros of 2026 prediction-market revenue on the board — then Genius Sports signed… STM STMicroelectronics N.V. LOW The June AI-data-center re-rating has failed its retest: $62.06 on 2026-07-17 is -22% from the 2026-06-22 high of $79.82 and back under the early-June breakout base, with a $1.5B convertible overhang and a 7% selloff that ignored a BofA… STRL Sterling Infrastructure, Inc. LOW The prior $550 break condition landed: last close $516.81 on 2026-08-21, 48% under the 2026-06-04 high, RSI 32.3 — while Q2 (2026-08-03) delivered revenue $1,168.2M (+90% YoY) and a raised $19.70–20.30 adjusted EPS guide. Targets are… TAL TAL Education Group LOW Legacy-pivot re-rating still intact on fundamentals — Q1 FY2027 revenue +31.9% to $758.4M with selling and marketing down 5% — but the post-print impulse has largely round-tripped: $12.16 on 2026-08-11 to $11.32 on 2026-08-21, RSI 37.2,… TASK TaskUs, Inc. LOW Mix-shift re-rating: AI Services hit $66.1M (+25.8%) in Q2 CY2026 on 2026-08-05 — seventh straight quarter above 25% — and is guided above 30% YoY in Q4 on AV/robotics work, against a 25%-of-revenue Trust & Safety book the market assumes… TBI Trueblue, Inc. LOW Deep-cyclical industrial staffer re-rated +140% off the $3.18 low on a staffing-demand recovery and a data-center/energy labor boom lifting PeopleReady +19% YoY. Still loss-making (Q1 net -$19.8M), margins compressed, and the… TH Target Hospitality Corp. LOW The AI-datacenter-landlord re-rate has stalled: TH peaked at $20.85 and has given back ~21% to $16.36 (2026-07-17) as TDR Capital affiliates distribute shares in-kind to partners, losing the $17 secondary clearing shelf while Oppenheimer… TLN Talen Energy Corporation LOW Contracted-floor re-rating has stopped paying: the 2026-08-05 Q2 raised FY26 Adj EBITDA guidance to $2,025–2,225M and PJM's 2028/29 auction cleared >10 GW at the $325/MW-day cap, yet the stock closed $347.71 on 2026-08-07, 22% below the… TRIP TripAdvisor, Inc. LOW Activist sum-of-the-parts leg broke: Q2 revenue $441.9M missed consensus $503.9M on 2026-08-06 (~-20% day), four targets cut to $9–$12.50 by 08-11, and the $11–13 base gave way to a $10.74 close on 2026-08-14 with RSI 25. What's left is an… TXN Texas Instruments Incorporated LOW Beat-and-raise on 2026-07-22 ($5.46B, +23% YoY, EPS $2.14 vs $1.91) was sold, and three weeks later price is still flat — $279.58 on 2026-08-14, 15.4% under the $330.59 high, RSI 51.1. Fundamentals confirmed, price discovery stalled,… UCTT Ultra Clean Holdings, Inc. LOW WFE upcycle intact fundamentally but the tape broke: -35% from the $142.59 all-time close (2026-06-30) back under the ~$95 breakout shelf on sector-wide selling with no company news. Failed breakout, no support to $80.55, binary Q2 print… UNIT Uniti Group Inc. LOW Hyperscaler dark-fiber demand turned the post-Windstream deleveraging grind into a growth story (~$1.5B disclosed funnel, $68.7M of Q1 IRU revenue from one hyperscaler), but the June re-rate to ~$11 has stalled in a three-week range above… VERI Veritone, Inc. LOW Enterprise-AI growth story broken: FY2026 revenue guide cut ~23% at the midpoint to $100–115M on 2026-08-13 vs $135.032M consensus, ARR flat at $62.0M. What is left is a refinancing binary — $45.6M of 1.75% converts mature 2026-11-15… VPG Vishay Precision Group, Inc. LOW The AI-precision re-rate broke at the print: Q2 (2026-08-05) missed on revenue ($83.936M vs $84.646M) and adjusted EPS ($0.04 vs $0.19), Q3 guide midpoint sits below consensus, and the stock gapped -26.95% to $73.78 and has since made… VRNS Varonis Systems, Inc. LOW Take-private leg is aging without confirmation: two months after the 2026-06-23 Bloomberg report there is no bidder, price or 13D, an unexplained 9.3% mid-August pop round-tripped inside six sessions, and the 2026-08-21 close of $41.23… WEAV Weave Communications, Inc. LOW Beaten-down vertical-SaaS front-office platform for healthcare SMBs, down ~36% YTD and basing off the $4.24 low, repositioning around AI-receptionist monetization (TrueLark, 2025). Still a ~17% grower with GAAP losses, so the re-rate is… WHD Cactus, Inc. LOW International wellhead order narrative from the 2026-07-29 Q2 beat is intact, but the re-rating leg is largely spent: Citigroup cut to Neutral on 2026-08-20 while raising its target to $75, and the shares closed $69.43 on 2026-08-21, 5.8%… WSC WillScot Holdings Corporation LOW Cyclical modular-space leasing recovery with a small data-center kicker and an activist/M&A floor, but range-bound and digesting: shares drifted to ~$26 under the $31.88 high after the 2026-06-27 Russell growth-index removal. The confirmed… ZENA ZenaTech, Inc. LOW Section 232 drone tariffs signed 2026-08-13 and effective 2026-09-03 re-rated the UAS cohort; ZENA is the sub-$3, issuance-funded expression, closing 2026-08-14 at $2.14 with RSI(14) 84.7 and still 68.0% under the $6.69 52-week high.… ZS Zscaler, Inc. LOW Post-crash recovery leg is complete: the 2026-05-27 gap-down (~31.5% on a 16–17% FY27 growth frame) has been fully retraced to $181.75 (2026-08-21) with RSI 71.5, and six houses marked targets to $200–225 between 08-17 and 08-21 on no new…