Picks for 2026-07-28

1. NESRNational Energy Services Reunited Corp.

   NESR is seeing increased attention after announcing that Maen Razouqi will join its board as an independent director, effective August 1, 2026. This news comes as the company continues to trade at a discount to its estimated fair value, despite strong year-to-date returns and a backlog of long-term contracts extending to 2030+. The company also recently beat Q1 2026 earnings expectations, reporting $0.26 EPS against estimates of $0.21.

   5-day return +12.60% · +8.49% vs SPY · beat SPY

2. WULFTeraWulf Inc.

   WULF is under pressure today due to a new one-year moratorium in New York on hyperscale data centers, which could slow expansion plans for AI-focused data center developers like TeraWulf. This regulatory overhang adds to recent bearish sentiment, with the stock experiencing a significant drawdown from late June highs. The stock is also trading below its 20-day simple moving average, confirming the downward trend.

   5-day return +10.47% · +6.36% vs SPY · beat SPY

3. ATIATI Inc.

   ATI is seeing some positive analyst sentiment with TD Cowen and Susquehanna recently increasing their price targets, and KeyCorp boosting its objective to $211.00 in late June. This comes as the company prepares to announce its second-quarter 2026 results on August 6th, with analysts anticipating $4.49 earnings per share for the current fiscal year. Additionally, ATI's nursing education platform, Engage® Series, just won a Gold Stevie® Award for Technology Breakthrough of the Year, highlighting its innovative AI-powered support.

   5-day return +7.04% · +2.93% vs SPY · beat SPY

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