Picks for 2026-07-23

1. ASPIASP Isotopes Inc.

   ASPI is moving today after its subsidiary, Quantum Leap Energy (QLE), announced a research agreement with the Texas A&M Engineering Experiment Station (TEES) on July 21, 2026. This collaboration aims to advance the commercial production of high-purity uranium hexafluoride, a crucial component in the nuclear fuel enrichment supply chain, which is driving investor interest in the stock. The stock is currently trading significantly below its 20-day simple moving average, suggesting a strong downward trend, while a "death cross" technical signal further confirms this bearish momentum.

   5-day return -1.49% · -1.96% vs SPY · lagged SPY

2. AVEXAEVEX Corp.

   AVEX is trending down today, extending a recent pullback from mid-$17s to the mid-$14s, despite securing a new $17.5 million follow-on contract for U.S. national security objectives on July 23, 2026. This decline, which includes an 11.1% drop on July 8th after a similar contract announcement, suggests investors view these wins as insufficient to move the needle for the company, especially given its high valuation and recent stock dilution in June.

   5-day return +5.16% · +4.68% vs SPY · beat SPY

3. ADIAnalog Devices, Inc.

   Analog Devices (ADI) is seeing extended lead times of up to six months for some semiconductor products, driven by broad demand growth, according to a July 3, 2026, customer notice. This supply tightening, coupled with the recent completion of its Empower Semiconductor acquisition on July 7, 2026, which bolsters its AI power delivery capabilities, suggests strong underlying demand despite the stock's recent technical "death cross" signal.

   5-day return -3.56% · -4.03% vs SPY · lagged SPY

Share this briefing

All published briefings · Full scoreboard · Today's live board