Hunter Allen

Real question. I have been upfront and honest about this being a research based account. I want to scale. 12$ a year is nothing. I know $1 isn’t the barrier — value is. 💡 So tell me: What do you feel is missing? What would make this a no-brainer? What would you want to see every single day? 📈 I’m building this for YOU, not guessing in the dark. Reply honestly — I’m reading everything and making upgrades based on your feedback. 👇 Let’s make this the best $1 you’ll ever spend. 🚀

@TheMarketJarl A banger

To celebrate all the new followers I'm going to let you guys in on one of my songs included in my upcoming album. Ladies & Gentleman... The "Tax Man Tango"... Enjoy.

@CappyGrowth Thank you sir!

@HunterAllen4 That’s the way to do it. Building with your audience instead of just guessing is a cheat code. Can't wait to see the upgrades!

Real question. I have been upfront and honest about this being a research based account. I want to scale. 12$ a year is nothing. I know $1 isn’t the barrier — value is. 💡 So tell me: What do you feel is missing? What would make this a no-brainer? What would you want to see every single day? 📈 I’m building this for YOU, not guessing in the dark. Reply honestly — I’m reading everything and making upgrades based on your feedback. 👇 Let’s make this the best $1 you’ll ever spend. 🚀

@steady_profits Yes brother!

@HunterAllen4 Yes, it's hard to fight the sector trend for these individual names. I still appreciate you for bringing some of these names to my attention.

Many of the AI power/energy stocks have taken quite a beating in the last week and the last month. For example, in the last week $FCEL is down 25.19%, $TE is down 19.98%, $EOSE is down 15.87% and $PLUG is down 15.53%. Similarly, in the last month $HYLN is down 44.19%, $FLNC is down 31.84%, $EOSE is down 27.39% and $BLDP is down 27.01%. I think the ones I really like right now are $FSLR and $TYGO, both from the solar energy sector. However I also really like $CEG as well, and added this to my watchlist of undervalued US stocks last weekend, and $EOSE is starting to look interesting at these depressed price levels as well.

@seahorse_anton Wipeout is correct bro

The $IBM premarket wipeout (-23%) is a fascinating case study in how AI is disrupting enterprise budgets. Legacy software and Z-mainframes took a direct hit as CIOs aggressively shifted capex into high-priority, supply-constrained AI infrastructure like servers and memory. IBM’s preliminary Q2 miss ($17.2B vs $17.9B consensus) proves that the "AI gold rush" is actively cannibalizing traditional tech spend. When budgets are finite, legacy modernization takes a back seat. Is the market overreacting by pushing Big Blue to a 52-week low, or is this the beginning of a larger structural shift? Keep watching this space 📉 #EnterpriseTech #AIBubble #IBM

@seahorse_anton For sure could be interesting thank you bro!

@HunterAllen4 Enough for 1$. some charge sky high but no value. you are doing great Bro! May be kind of newsletter at the end of the month.

@CappyGrowth Always bro

@HunterAllen4 appreciate your support brother, just followed you back, let’s grow together and have a nice time✌️🤝

GM. ☕️ High volatility or not, today is just another perfect day to let the noise pass by and accumulate more $BTC. Let them trade the panic, we play the long game. 💸🚀 Once we are above 100k again no one will care about this.

@CaseyVSilver Good ones bro

📊 Watchlist Update — Jul 14, 2026 👀 7 stocks on my radar: 📌 $VRT @ $300.00 📌 $OKTA @ $138.00 📌 $KNX @ $74.45 📌 $NBIS @ $201.00 📌 $DDOG @ $251.50 📌 $CRWD @ $186.75 📌 $AMD @ $512.00 🔗 casey.tradetracs.com

@CappyGrowth Thank you for the response! I’m going to look over all reply’s and try to change structure to some wants and see where this goes. Much appreciated bro

@HunterAllen4 Love that you're asking. For me, a daily 1-minute morning macro brief before the market opens would make this an instant buy. What's the one unique data point you have access to that nobody else is posting

@Investinc_Intel For real tho bro

THE NEOCLOUDS ARE GETTING HAMMERED! $IREN $NBIS $CRWV Which Neocloud is the best buy right $NOW!

@LongBullz LETS GOOOO HAPPY TO SEE YOU BACK

🚨During this dip, I’m loading up more on: $BABA $ETH $HIMS $IREN $NBIS $NOW $PLTR $RKLB $BTC Shoutout to these genuine legends who showed real support and love while I was ghost-banned for the past month. A few of them even checked on me in the DMs truly appreciated. If you haven’t followed them yet, go show them some love: @HunterAllen4 @wasianinvestor @BullMarketBoss @CyberMonk0x @antibearthesis @wisenergynoah @Stealthct_Storm @ianmirikwa @MatthewSpositi @BlackMambaMilli @xItsTinnyx @albarson_crypto @rayyela @Investinc_Intel @LeifInvests @Mapago9 @MrStealth27 @notanotherquant @LazaroInvestor @Stevo_12 @MDCTrades305 @orangepilldev @realCryptoMatze @JFergistheman @CappyGrowth @steady_profits @PhoenixCoinRise @QualCompounders

@financefraz Bet bro

@HunterAllen4 done!!

This guy deserves 10k followers 😤 Such an underrated follow. Drop a follow and blow his account up. So much info packed into most of his posts, charts, data. 📈 Happy Monday!

@Brownmoose @brandon_Invests @Vance_Roberts5 @Fsl_X @JFergistheman @LongBullz You should have joined sub league dawg Next week you can 💪

@brandon_Invests @HunterAllen4 @Vance_Roberts5 @Fsl_X @JFergistheman @LongBullz Ahh gotcha ahaha

Who wants to join me in a head to head 👀 So much fun over here at @Fsl_X come and join us! @HunterAllen4 @Vance_Roberts5 @Brownmoose @JFergistheman @LongBullz and the rest of the gang

@Vance_Roberts5 @brandon_Invests @Fsl_X @Brownmoose @JFergistheman @LongBullz BEAUTIFUL COUNT ME IN

@HunterAllen4 @brandon_Invests @Fsl_X @Brownmoose @JFergistheman @LongBullz I already have a reaction video lined up for him😤

@Stevo_12 @MoMoMacro You too bro!!

@HunterAllen4 @MoMoMacro Interesting one here. Was actually looking at this one last week. Will do a deeper dive! Have a great one Hunter!!

$BWEN +20%. Originally mentioned 6/16. This isn’t just a chart breakout. If & when the dip happens. Don’t miss. Go check @MoMoMacro a long sub of mine putting out constant info. An amazing follow. Go follow and show much deserved love. It’s a supply chain story. Everyone is chasing AI data centers… Very few are looking at the companies enabling the power required to run them. That’s where Broadwind fits. Companies like $CRWV, $APLD, $NBIS, and $IREN can build all the GPU clusters they want—but none of it matters if enough power can’t be brought online. That’s where BWEN enters the picture. It doesn’t build data centers. It doesn’t manufacture gas turbines. It supplies many of the precision components that help turbine OEMs deploy new generation faster. Think: • Process skids • Fuel gas systems • Precision gearing • Pressure reducing systems • Heavy fabrication • Kitting & assembly As AI infrastructure spending accelerates, utilities and power providers are racing to add natural gas capacity because it’s one of the fastest ways to energize new data centers. BWEN sits inside that bottleneck. And that matters for the broader power buildout tied to names like $GEV, $OKLO, $CAT, and $NNE. Every new megawatt built for AI ultimately requires an entire ecosystem of suppliers—not just the turbine manufacturers. The financial transition is already showing up: • Orders +23% YoY • Gearing orders +66% • Industrial Solutions orders +44% • Gearing revenue +42% • Industrial Solutions revenue +64% • Backlog ~ $99M Management also exited the wind tower business, sold the Abilene facility for up to $19.5M, strengthened liquidity, and now has roughly $300M in NOLs that could make future acquisitions highly tax efficient. Another overlooked point… Broadwind’s modular process systems can reduce installation costs by roughly 25%, helping utilities and EPC firms bring generation online faster at a time when AI is putting unprecedented pressure on the grid. BWEN isn’t competing with $GEV or Siemens Energy. It’s supplying into the ecosystem that powers companies like $CRWV, $APLD, $NBIS, and $IREN—and supports the broader energy buildout around $GEV, $OKLO, $CAT, and $NNE. That’s a much different investment story than the market associated with Broadwind for years. Small-cap. Volatile. Execution still matters. But if management continues converting higher-margin industrial work while AI infrastructure spending accelerates, I think the market is only beginning to understand what Broadwind is becoming.

@financefraz Love it dude

One thing I’ve started doing differently… Every food shop now helps chip away at my mortgage. Same shopping. Same budget. Just a better destination for the cashback. Please give this some love as it’s my first proper brand deal and I honestly love the app 😍 AD | Affiliate

@financefraz Thank you so much bro for the feedback dude. Much appreciated 🔥

I love seeing all your updates! I'd say maybe start an email mailing list, not every day! maybe once a week summary or something like that? Keep each analysis a bit smaller and do a stand out one each week? I know it might not work due to prices being low on a monday might not be the following monday but just thinking out loud

@MWi_EW Thanks bro!!

@HunterAllen4 Machine

$ALGM Absolutely do not miss this pullback. I mentioned it before the market selloff alongside $CCXI. This one still looks like a long-term winner. The chart is simple. Right now $ALGM is sitting on its rising 50-day moving average (~$50-51). From a technical standpoint: • Hold the 50 MA ➜ the primary uptrend remains intact and this becomes a high-probability buy-the-dip opportunity. • Lose the 50 MA ➜ I think there’s room for a flush toward the 100-day MA around $43-44, where I’d expect stronger institutional support. That gives investors a very defined risk/reward setup. Fundamentally, I think Allegro looks a lot like $MXL, except with a larger revenue base and broader secular growth drivers. Both are fabless analog/mixed-signal semiconductor companies benefiting from increasing semiconductor content across infrastructure. The difference? $ALGM has exposure to multiple trillion-dollar themes simultaneously. ⚡ AI data centers ⚡ EV powertrains ⚡ Robotics ⚡ Industrial automation ⚡ Energy infrastructure ⚡ ADAS Every server rack, EV, robot, and factory is requiring more sensing and power management. That’s exactly where Allegro plays. The numbers continue to support it. • FY2026 revenue roughly $890M • Most recent quarter $243M (+26% YoY) • Five consecutive quarters of growth • Gross margins around 46-50% • Approximately $125M in free cash flow • Around 2 billion chips shipped annually Looking ahead: • FY2027 Q1 revenue guidance $245-255M • Expected ~23% YoY growth • FY2026 design wins increased 30%+ • Backlog finished at multi-year highs. The biggest hidden opportunity? AI infrastructure. Everyone focuses on GPUs. Very few focus on the chips controlling: • Power delivery • Cooling systems • Fan motors • Current sensing • Industrial power conversion Those are becoming increasingly important as AI racks consume more electricity. Just like $MXL benefits from AI connectivity and optical networking… $ALGM benefits from AI power efficiency. Different niche. Same secular tailwind. Analysts also expect significant operating leverage. • FY2026 EPS around $0.77 • FY2027 EPS around $1.35 That’s roughly 75% projected EPS growth, driven by expanding margins and higher volumes. To me this isn’t simply an automotive semiconductor company anymore. It’s becoming a diversified analog semiconductor leader sitting at the intersection of: • AI • Electrification • Robotics • Automation • Energy efficiency As long as the 50-day moving average holds, I think this pullback looks healthy. If it doesn’t, I’d be watching the 100-day moving average near $43 very closely for what could become an even better long-term entry. Definitely one I’ll continue watching closely.

@sebiisb That’s key bro! I broke it down in my sub a little better dawg

@HunterAllen4 solid breakdown, the eps growth projections alone make this worth a serious look at these levels