This week, one theme dominates the table: AI needs memory, and there isn’t enough of it.

The combination of big-tech energy partnerships, policy tailwinds for nuclear power, and a fresh technical breakout makes it one of the more interesting setups on the board. We’re targeting a 23%-37% potential return in the next 2-5 months.

The combination of improving execution, commercial and defense demand, and a fresh technical breakout makes it one of the more interesting setups on the board. We’re targeting 12%-21% potential upside in the next 3-6 months.

We’re targeting a 33%-63% potential return in the next 3-6 months.

This week’s names come with a mix of company-specific catalysts, policy tailwinds, and momentum setups. We also break down which stocks may be more insulated — and which may be more exposed — as Middle East tensions keep markets on edge.