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Two Big Investing Themes for May. Global Defense Spending and Renewable Energy.

General Dynamics (GD) Current: 354.84Price target: Hyper Stocks Pro Given the current state of the geopolitical climate and uncertainty, global defense budgets are rapidly expanding as countries enhance their military capabilities. Global defense reached a record $2.9 trillion, marking its 11th consecutive year of increases. This represents about 2.5% of the world’s GDP, that highest level in more than a decade. Of course, the biggest contributor to this spending is the United States at around $1 trillion. Who benefits? None other than the giant defense contractors, many of which are American…and General Dynamics being one of them.  What Does General Dynamics Do? General Dynamics is one of the largest U.S. defense and aerospace companies, operating across four segments: Aerospace -...

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Stocks to Focus on in May. Oil and Natural Gas Back in Focus.

Flour Corporation (FLR) Price target: 54.00-55.00 (Subject to change) Second PT: 62.00-63.00 (Subject to change) There’s a serious bullish case building in Flour Corporation as the company overcomes a few rocky years dealing with legacy “fixed price” contracts that caused significant losses. The company is currently in a transition phase, shifting toward lower risk, "reimbursable" work.   We'll be managing this trade in real-time for Hyper Stocks Pro members and exploring both shares and option set-ups.  What does Flour Corporation do? Fluor provides end-to-end engineering and construction services for massive infrastructure and energy projects. They operate through three main segments: Urban Solutions: Mining, metals, advanced technologies (data centers, life sciences), and traditional infrastructure (bridges, roads). Energy Solutions: Energy transition (hydrogen,...

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Weekly Watchlist: KWEB and Boeing (BA) Stock Analysis - April 2026

KraneShares CSI China ETF (KWEB) Price target: 34.00-35.00Second PT: 39.00-41.00 With more than 250 firms listed on the U.S. market, Chinese stocks contribute $1.1 trillion in market cap. These companies span sectors like technology, finance, and industrials…our focus on this trade is in Chinese internet and technology stocks. Chinese internet stocks are trading at a significant discount to their 5 year averages. While U.S. tech is priced for perfection, China tech is priced for "cautious recovery." If the "earnings re-rating" predicted for 2026 (+36% EPS growth) actually happens, these multiples could expand rapidly. A Focus on the Brand Chinese Internet and Technology Boom: Rather than choosing a single stock, we’re focusing on the exchange traded fund (ETF) to gain exposure...

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April Playbook: Where Money is Flowing and How to Play It

Energy Transfer (ET) Price target: Premium members only It’s not just technology companies benefitting from the AI boom, energy companies of all kinds are also reaping the benefits. The AI data center boom demands 24/7 reliable power, leading utilities to turn to natural gas to supply it. New gas fired power plants are being proposed specifically for AI workloads, creating structural, not seasonal demand growth. So while natural gas demand has historically by seasonal (higher in the winter), the globe’s electrification is changing its status.  What Energy Transfer Does: Energy Transfer is one of the largest and most diversified midstream energy companies in the North America with approximately 140,000 miles of pipelines transporting oil, natural gas, and natural gas liquids....

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April Playbook 2.0. Stocks to Buy After the Stock Market Correction

Full Truck Alliance (YMM)Price target: Premium members only Upcoming China and U.S. Talks Chinese stocks listed on the American market have been hammered in recent months as uncertainty around Presidents Trump and Xi’s negotiations looms. Names like AliBaba, NIO, Baidu, Tencent…etc. have historically been volatile and underpriced compared to U.S. rivals. This is because American investors have long been reluctant to pay a higher premium for these stocks because they come equipped with higher risk. Despite the billions that many Chinese companies make, the risk of Chinese regulatory changes, China-U.S. tensions, currency fluctuations, and China’s economy changes all make them a wild ride to hold. But we have traded these names for massive returns in the past, and it may...

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