Presented by Proffe Invest: Michael Proffe has spent 30+ years spotting powerful market trends, and he turned $30,000 into $3 million with his trend-following strategy. Now he's named 3 stocks he believes could power the next phase of the AI boom. Get the free report revealing all three →

Strong numbers aren’t buying much goodwill this morning. An automaker beat on the quarter, raised its cash outlook, and announced a $20 billion buyback, yet it’s leading the losers, while a steelmaker with a booming order book and a jet engine maker that just lifted its guidance are sliding on profit and cash flow details. A tech giant’s downgrade rounds out the list, a reminder that even the biggest names get no free pass on valuation.

The gainers are a steadier crowd. A chemicals name tops the list after picking up an activist investor, while a defense contractor and an industrial stalwart are edging higher on earnings beats.

He turned $30,000 into 3 million with his trend-following strategy.

Now, he’s zeroed in on 3 stocks he believes could be major beneficiaries of AI’s next phase—and they’re probably not the names you’re expecting.

He reveals all three in this FREE report.

Solstice Advanced Materials (SOLS): +4%

The chemicals stock is climbing after The Financial Times reported, citing sources, that activist Starboard Value has built a stake in the company. An activist showing up usually means pressure for changes aimed at closing the gap between where a stock trades and what the investor thinks it’s worth, and the market is starting to price in that possibility.

RTX (RTX): +1%

The defense stock is edging higher after third-quarter results cleared Wall Street’s bar on both profit and revenue, and the earnings beat was a wide one. For a contractor already sitting on steady demand, a gap that size suggests more of that demand is reaching the bottom line than analysts had modeled.

3M (MMM): +1%

The industrial and safety products maker is popping after adjusted earnings came in ahead of estimates. It’s a modest move on a clean beat, the kind of steady reward the market tends to hand a mature industrial that simply delivers.

General Motors (GM): -8%

The automaker beat on the quarter, raised its free cash flow expectations, narrowed full-year guidance, and unveiled a $20 billion buyback, yet the stock is sliding anyway. With no timeframe attached to the repurchase, the headline number may land softer than it reads, and a selloff into a quarter this strong signals how high the bar was set.

Steel Dynamics (STLD): -6%

Mixed third-quarter results are weighing on the industrial metals company: revenue beat, but earnings and profit margin fell short of expectations. The bright spot is a customer backlog up 50% from a year ago and stretching into 2027, so the selloff reads as a verdict on near-term profitability rather than demand.

GE Aerospace (GE): -4%

GE Aerospace raised its full-year guidance, but free cash flow came in below what analysts were expecting. Investors are giving more weight to the cash shortfall than the better outlook, a sign that cash generation is the number this market is watching most closely.

Apple (AAPL): -2%

Loop Capital downgraded the tech giant to Hold from Buy, pointing to slowing iPhone sales and a high valuation. That pairing is the bear case in a sentence: the core product is cooling while the stock is still priced like it isn’t.

He turned $30,000 into 3 million with his trend-following strategy.

Now, he’s zeroed in on 3 stocks he believes could be major beneficiaries of AI’s next phase—and they’re probably not the names you’re expecting.

He reveals all three in this FREE report.

Cerebras Systems (CBRS)

Cerebras is sitting near the top of StockTwits’ trending list this morning, and the AI chipmaker is picking up fresh mentions on r/wallstreetbets after sliding about 5% on Monday when an analyst trimmed a price target. The debate breaks along familiar lines: bulls see a beaten-down IPO with real technology, while skeptics keep circling reports that OpenAI, its biggest customer, ran a new model tier on Nvidia (NVDA) hardware instead, plus a steady stream of insider shares coming unlocked.

The stock trades below its $185 IPO price from May, even as most analysts covering it still rate it a Buy, and its IPO lock-up is scheduled to expire November 10 with shares releasing in stages until then. Whether this crowd is early to a bounce or catching a falling knife may come down to how much supply hits the market between now and then.

✌️That’s it for today.