Luna777
05-20
//@Shyon:My watchlist this week is $Applied Materials(AMAT)$ $Constellation Energy Corp(CEG)$ . I still see strong momentum in the AI infrastructure cycle, especially semiconductors and data center power demand, which should continue to support both names in the medium term as capex from hyperscalers remains elevated. For dividend plays, I prefer $W.W. Grainger(GWW)$ $Target(TGT)$ . GWW stands out for its strong cash flow, pricing power, and consistent execution, while TGT looks more like a value recovery story after its pullback, with a decent dividend yield as a cushion. Overall, I focus more on EPS momentum, guidance quality,
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