Stockdrifts Research

Names I am looking to dip buy if we get to 610-615 on SPY

4 of my contrarian ideas that are hopefully right.

Apr 2 • Stockdrifts Research

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2

March 2026

$TE and $TOYO's earnings analysis

TE down 20% vs. TOYO up 4%

Mar 31 • Stockdrifts Research

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5

Join my new subscriber chat

A private space for us to converse and connect

Mar 17 • Stockdrifts Research

1

NLST up another 10% today

I am up about 2.7X in a couple of months on this. Can get to 10-15X

Mar 16 • Stockdrifts Research

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2

February 2026

Utility grade Solar Supply Chain

$TE, $TOYO $TSLA $GLW etc.

Feb 18 • Stockdrifts Research

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17

Initiated a SPEC position in a new Battery Energy name

I am excited to dive deep

Feb 12 • Stockdrifts Research

1

$TOYO Deep Dive 3

Even sophisticated TE Early birds don't properly understand a few insights about it's sexy cousin

Feb 4 • Stockdrifts Research

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Solar Multi bagger Deep Dive 2

Risk #1 is eliminated, done 25% in 2 trading days

Feb 2 • Stockdrifts Research

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January 2026

Incredible multi bagger opportunity in Solar

An Asymmetric solar bet. The new $TE

Jan 30 • Stockdrifts Research

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8

1

Fact checking Serenity and my DD on Valens Semiconductor ($VLN)

VLN semi for Autonomous cars and Robotics

Jan 11 • Stockdrifts Research

8

The Great Solar Reversal (Sector Deep Dive 1)

Why the market's most hated sector is setting up for a massive run

Jan 7 • Stockdrifts Research

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December 2025

TE Dilution and funds raised

Possibility of $300M cash injection and FEOC compliance

Dec 11, 2025 • Stockdrifts Research

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