Ten names, not the two everyone knows.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

What sits behind the Ozempic boom Read online     🤝 TOGETHER WITH WEALTH INSIDER The Boom Is Bigger Than the Two Drugmakers Everyone Knows Our research desk mapped the supply chain and found ten publicly traded companies positioned to benefit as this market grows. Paid advertisement from Wealth Insider. Get the Report   The slot, not the brochure First ship is still 2027.     ⚡ THE SETUP nVent IR PR, July 31, 2026. Leased additional manufacturing space at a second Blaine, Minnesota location. A new 160,000 square foot site for data center liquid cooling solutions. Same PR. Third liquid-cooling manufacturing expansion in three years. More than 400,000 square feet of new space overall. The new site is expected to begin production in the first half of 2027. More than 200 jobs, company claim. nVent says it has deployed more than two gigawatts of liquid cooling globally. AI racks beyond about 100 kilowatts force liquid into the bill of materials. The scarce layer that moves the schedule is plant capacity. Production has not started. Seven Buy-and-Hold Stocks You Will Wish You Had Found Sooner Not every great long-term holding is a household name. This list mixes under-the-radar leaders quietly dominating their niches with global brands that have unmatched staying power. (From MarketBeat)   Liquid cooling left the slide deck. It hit a factory calendar. nVent Electric just leased another Blaine line. The first ship date is still 2027. That is the load-bearing line from the July 31 investor-relations release. Not another rack brochure. nVent leased additional manufacturing space at a second Blaine, Minnesota location. A new 160,000 square foot site for data center liquid cooling solutions. Third liquid-cooling manufacturing expansion in three years. More than 400,000 square feet of new space overall. The new site is expected to begin production in the first half of 2027. More than 200 jobs, company claim. nVent says it has deployed more than two gigawatts of liquid cooling globally. The first half of 2027 is still a date. Production has not started. AI racks beyond about 100 kilowatts force liquid into the bill of materials. Once that density is in the rack, the cooling plant is not optional. The scarce layer that moves the calendar is plant capacity. Build slots. Not another CDU datasheet. Hyperscalers and chipmakers sit in that PR as customers. Color. Not the thesis. The constraint is the Blaine calendar. A second site in the same town is still a slot. It is not a second product. The 160,000 square feet is a lease, not a shipment. The first half of 2027 is the company's date. It is not a print. Three expansions in three years is the tell. nVent keeps adding floor because the existing floor is not enough. More than 400,000 square feet of new space overall, and the newest block still does not ship until next year. Two gigawatts deployed globally is the installed base. It is not the next slot. Once racks push past about 100 kilowatts, air stops being the whole answer. Liquid has to be in the bill of materials. The brochure for that liquid is easy to write. The plant that cuts it is not. Data Center Dynamics ran the same expansion as product news. Same Blaine. Same 160,000 square feet. Same first-half 2027 start. Corroboration. Not a second thesis.     📊 BY THE NUMBERS 160,000 sq ft Blaine lease (nVent, July 31) 1H 2027 expected first production (same PR) 2 GW liquid cooling deployed (nVent claim)   This morning the scarce piece is the factory slot.     A brochure does not cut a manufacturing slot.   The plant has to exist before the rack ships wet.     🔎 THE SECOND DERIVATIVE Somebody else has to build the cooling plant. The second Blaine line sits under the rack drawing. The factory, not the datasheet. That is the tap I want.       📢 ADVERTISEMENT The Deal Elon Couldn't Close in 2018 Is Back on the Table Elon went after this small chipmaker back in 2018... and walked away empty-handed. See the List (Ad) Oxford       ⚖️ THE COUNTER The foil is treating the first half of 2027 as already shipping, or sitting with another CDU brochure as if it adds a slot. The line is still a lease.   That is the layer I want a tap on.   🗳️ YOUR CALL This is the argument the piece is making. Pick the layer you would actually underwrite. What would you actually underwrite in liquid cooling this morning? Pick the layer you would actually underwrite in liquid cooling this morning. The Blaine manufacturing slot Another CDU brochure 1H 2027 as already shipping A named hyperscaler as the buyer Results stay on. The box under the vote is for the read that does not fit four choices.       📢 ADVERTISEMENT Executive Order 14153 and a $2.7 Trillion Mineral Reserve Rickards reads the order as the administration's intent to unleash the largest mineral reserve in the country. One small company holds the exclusive rights, and it currently trades. See the Full Story (Ad) Paradigm Press       👀 WHAT TO WATCH Watch whether the Blaine line actually starts in the first half of 2027. Watch whether the 160,000 square feet stay a cooling plant and not a press release. Labor Day is September 7.   — Knox Bennett, Lead Strategist, Strategic Compute P.S. If the cooling constraint is a factory calendar, do you sit with the Blaine slot or the brochure? Reply and tell me.     📢 P.P.S. ADVERTISEMENT Only One President in 50 Years Has Taken On the Fed And he is back. What that means for the dollar, and for anyone holding it. (Ad) First Ballot Digital       📰 ALSO WORTH YOUR TIME nVent IR, July 31. The second Blaine lease, 160,000 square feet, first-half 2027 production. $650 Billion Is About to Flow Into AI Big Tech is projected to spend more than $635 billion on AI next year, and much of it may flow to companies most investors are not watching. (Ad) Stock Earnings Data Center Dynamics on the same expansion. Same Blaine. Same 160,000 square feet. Same first-half 2027 start. The overnight, caught up before the bell. Asia, futures, and the headlines that broke while you slept. One short email. (From Good Morning Alerts) nVent IR, the 200 jobs and 2 GW claim. Company figures, on the same release. Production has not started. “My system said ‘SELL’ right before this stock tanked. Today, I’m shouting ‘BUY NOW’ before it soars.” Marc Chaikin's system flashed warnings before the COVID crash, the 2022 tech wreck, and this year's SaaSpocalypse. Now it's signaling a dramatic shift in AI that could split the market. 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Twice in a single year, Sharon's scans came back clean – and twice, they were wrong... In 2024, doctors found she had stage IV colon cancer. It had spread to her liver and lymph nodes.

The Stock Behind a Life-Saving Blood Test By John Evelius, junior analyst, Chaikin Analytics Twice in a single year, Sharon's scans came back clean – and twice, they were wrong... In 2024, doctors found she had stage IV colon cancer. It had spread to her liver and lymph nodes. Folks, that's about as serious as it gets... After treatment, she did what all cancer patients do: wait, watch, and hope it wouldn't return. The trouble with waiting is that scans have blind spots. And by the time a returning tumor is big enough to appear on an image, it has usually been growing for months. In this way, the cancer gets a head start... So Sharon's doctor added something to her routine. Every time her care team drew blood, they sent a sample to a lab running a newer kind of test. Instead of looking for a tumor, this test looks for the tumor's DNA. This is found in the tiny fragments a cancer sheds into the blood as it grows. Both times her cancer started to return, the test caught it. The numbers were so faint that her regular scans still showed nothing. But it was enough. Her care team stepped in to treat each recurrence while it was still small. Sharon didn't have to wait for the bad news to become obvious. She stayed ahead of the cancer. They call that test Signatera, and the company behind it has become one of the most interesting stories in the market this year... Recommended Links: NOW LIVE: Chaikin's Income Acceleration Project Wall Street legend Marc Chaikin reveals a novel way to use his Power Gauge system to target regular payouts like $713, $1,166, $1,488, and $2,608 in as little as seven days. Marc says an unusual market event that's been quietly building for years is hitting a breaking point – creating more income-generating opportunities than he has seen in nearly six decades on Wall Street. He explains exactly how this strategy works and shares one of his best recommendations for free. Click here for the full details. Billion-Dollar Companies Without Humans? Nvidia CEO Jensen Huang projects "frontier AI" could soon be running billion-dollar companies – without any human involvement. Right now, there's only a small window of time to position your money before this "godlike" AI technology cleaves the market into two classes of stocks – winners and losers. Get your FREE investment playbook here – and make six simple money moves before the market closes today. The 'Smart Money' Loves This 'Gold Standard' Endorsement The company behind Signatera is Natera (NTRA). Natera's strength lies in one key skill – reading DNA fragments that drift in a person's blood. From that single idea, the company built three businesses, each in a different corner of medicine. One business tests unborn babies for genetic conditions. Another monitors transplanted organs for early signs of rejection. But the one that currently drives the stock is Sharon's test, Signatera.  What makes Signatera different is that it's built for one patient at a time. Doctors take a piece of a person's tumor and map its exact DNA. Then they design a test that hunts for that specific tumor's fingerprints in the blood. That personal approach is why doctors have started to trust the test. And this year, hard proof confirmed that that trust was well placed. In June, the National Comprehensive Cancer Network ("NCCN") gave Signatera its highest level of recommendation for guiding treatment in bladder cancer. Doctors view an NCCN recommendation as a "gold standard." This endorsement makes them much more likely to order the test. This is showing in Natera's numbers... The company ran more than 1 million tests in the past quarter alone. Its cancer-testing volume jumped 56% year over year. And as more insurers agreed to cover Signatera, the average price per test grew about 16%.  Investors also took notice. The stock has jumped roughly 25% since the NCCN issued its "gold standard" endorsement, and it now trades near record highs. We can see this in the Power Gauge... Right now, our system gives Natera a "bullish" rating. And one factor stands out above the rest – Money Flow Persistency. You see, Money Flow tracks where the big institutions – the so-called "smart money" – are accumulating shares. Natera's Money Flow has been in the green for most of the year. But right before the NCCN news, the smart money began accumulating large quantities of shares. This caused Natera's relative strength to turn positive for the first time in months... The day before the endorsement. In other words, the smart money was moving in before the headlines hit, and the Power Gauge took note. Since then, Natera's Money Flow has stayed firmly in the green. That means the big players are doing more buying than selling. That doesn't mean you should run out and buy shares of Natera right away. The stock is still trading close to 52-week highs. And it's not in oversold territory yet. Keep an eye on Natera, though. It could flip deeply oversold soon, and that could present a great buying opportunity. Good investing, John Evelius   Editor's note: Our founder Marc Chaikin knows how powerful these signals can be when picking stocks... This year alone, he has booked eight double-digit winners in his Smart Money Trader publication. And with his "Income Acceleration" project, he has found a way to leverage the Chaikin Money Flow indicator to potentially produce more double-digit winners in months – or weeks. Earlier this week, Marc went on camera to share all the details in a free broadcast. But if you missed it, you can still see a replay of his presentation with the full story. Watch it for free here before it goes offline. Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral       Bearish Dow 30 +0.54% 9 14 7 S&P 500 +0.44% 107 249 136 NASDAQ +0.23% 22 55 22 Small Caps +1.18% 537 987 386 Bonds +0.10%   Metals and Mining +3.19% 8 21 10 — According to the Chaikin Power Bar, Small Cap stocks have become somewhat more Bullish than Large Cap stocks. Major indexes are mixed. *  *  *  * Sector Tracker Sector movement over the last 5 days Energy +4.28% Information Technology +0.42% Communication -0.17% Health Care -0.34% Staples -0.86% Financial -1.03% Materials -1.34% Utilities -1.93% Discretionary -1.96% Real Estate -3.02% Industrials -4.19% *  *  *  * Industry Focus Capital Markets 26 33 5 Over the past 6 months, the Capital Markets subsector (KCE) has outperformed the S&P 500 by 2.2%. Its Power Bar ratio which measures future potential is Very Strong, with more Bullish than Bearish stocks. It is currently ranked #8 of 21 subsectors and has moved down 6 slots over the past week. Top Stocks AMP Ameriprise Financial, Inc. BGC BGC Group, Inc. BNY The Bank of New York Mellon Corporation *  *  *  * Top Movers Gainers DELL +15.81% CHTR +8.74% SWKS +6.32% XYZ +5.88% STLD +5.79% Losers PANW -9.28% DDOG -6.53% EIX -6.14% PLTR -5.81% CRWD -5.42% *  *  *  * Earnings report Earnings Surprises AGX Argan, Inc. Q2 $3.76 Beat by $1.10 SNOW Snowflake Inc. Q2 $0.62 Beat by $0.17 OLLI Ollie's Bargain Outlet Holdings, Inc. Q2 $1.42 Beat by $0.30 NTAP NetApp, Inc. Q1 $2.58 Beat by $0.46 FIVE Five Below, Inc. Q2 $1.68 Beat by $0.27 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at reunisoft.cryptonews@blogger.com. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized financial advice. © 2026 Chaikin Analytics, LLC. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Chaikin Analytics, LLC. 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. www.chaikinanalytics.com. Any brokers mentioned constitute a partial list of available brokers and is for your information only. Chaikin Analytics, LLC, does not recommend or endorse any brokers, dealers, or investment advisors. Chaikin Analytics forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Chaikin Analytics, LLC (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation. This work is based on SEC filings, current events, interviews, corporate press releases, and what we've learned as financial journalists. It may contain errors, and you shouldn't make any investment decision based solely on what you read here. It's your money and your responsibility.