HIGH conviction · 7 dossiers

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…

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…

Roll-up compounder in clean momentum continuation: the sell-side is now chasing price, with KBW $80, Barclays $76 and Piper $75 targets (Jul 9-15) leapfrogging the old $60 consensus, while the Bright Point clearing bolt-on (2026-07-09)…

Offshore-services earnings inflection — Q2 adj EBITDA $115M, best since 2015, FY guide raised to $400-440M — stacked on a fresh defense-autonomy XLUUV pivot (2026-07-10 DIU/CAMP win). At ~$49 the stock trades above every stale sell-side PT…

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…

The MRD story has been overtaken by a live sale process: StreetInsider reported 2026-07-17 that Personalis retained Centerview, TD Securities and Cooley after takeover interest from Merck (already a >10% holder and 19% of Q1 revenue) plus…

Regulatory-clock narrative re-accelerating: the rolling NDA under the FDA National Priority Voucher is "nearing completion" (2026-07-07) and the EMA opened a phased CHMP review the same day, while the Street ceiling walked from ~$186 to…