The AI trade is spreading well beyond the chipmakers. This week's signals cover the whole physical buildout: power-management semiconductors, optical components, electronic manufacturing, grid engineering, data center site preparation, and backup power generation. Japan also appears as a rare non-US entry. Two signals have a perfect record across their last ten occurrences, and the rest were right at least seven times out of ten.

Targets range from +4.7% to +32.5% over one to three months. Single stocks are moving more than twice as much as the index this year, so we've sized each position to its own volatility and set a stop for every trade. Below we give the tickers, entry levels, targets, stops, and recommended position sizes.