Welcome back to Smash, Trash, or Stash.

This is the no-BS series where I run through stocks/cryptos suggested by readers and give my recommendation.

• SMASH the Buy button → Strong Buy / High-Conviction Stock

• TRASH that stock → Hard Pass / Avoid for now

Or…

• STASH that stock on the watchlist → Keep on watchlist / Not ready yet but worth tracking

Let’s get to it:

Micron (MU) – Smash the Buy Button

Here’s an unpopular opinion: I think memory stocks will continue going higher.

This is a real bottleneck that investors keep trying to write off as bubblicious.

But the supply shortage for memory chips is real and will likely last until 2028 and beyond.

In the meantime, Micron’s financial projections are exploding yet the stock still trades at 6x next year’s earnings.

If you can stomach the volatility, I believe yesterday’s selloff is a good entry point into this stock.

Amphenol (APH) – Smash the Buy Button

Most investors focus on the glamorous parts of the AI boom – chips, servers, and data centers.

Amphenol quietly makes the connectors and cables that tie it all together.

Every AI server rack requires thousands of power and data connections.

As hyperscalers build more AI infrastructure, every new connection is another opportunity for Amphenol.

It's not a flashy business. But sometimes the best investments are the companies collecting a small toll every time someone else builds something big.

Smash.

Blue Owl Capital (OWL) – Smash the Buy Button

This stock has been cut in half over the past year as investors worry that many of the software companies it lends to could be disrupted by artificial intelligence.

That's a legitimate risk.

But I think the market is assuming the worst long before the evidence supports it.

Defaults across private credit remain near historical norms, and when Blue Owl recently sold $1.4 billion of loans, sophisticated pension funds and insurance companies stepped in and bought them at 99.7 cents on the dollar.

Meanwhile, roughly 85% of Blue Owl's management fees come from permanent capital, giving the company a stable, recurring stream of fee income even during periods of market stress.

Add in a dividend yield of roughly 10%, and I believe investors are being well compensated while they wait for sentiment to improve.

Smash.

Swarmer (SWMR) – Stash on the Watchlist

I’ve previously written about how the Pentagon is seeking $55 billion for drone and autonomous warfare programs in its 2027 budget, a dramatic increase from $225 million a year earlier.

Swarmer fits this theme.

The company builds the software that allows hundreds of drones to work together as a coordinated swarm – a capability that's becoming increasingly important on the modern battlefield.

And the best part – the company's technology has already been used extensively in Ukraine.

But this stock just went public in April.

Its valuation is incredibly expensive. Its stock price swings wildly. And it has a lockup window opening in September.

Let’s keep this on the watchlist.

Aurora Innovation (AUR) – Smash the Buy Button

Aurora is building the future of freight with self-driving trucks.

The company just tripled its driverless network to 10 routes and is preparing to expand across the U.S. Sun Belt.

The freight market is massive. Labor is scarce. And the potential cost savings are enormous.

Its launch partners include Uber Freight and Hirschbach Motor Lines – two major players in logistics.

The stock consistently bounces between $5 and $10. At around $6.50 today, it's trading much closer to the bottom of that range than the top.

Of course, the technology is new, volatile, and the rollout will take time.

But Aurora is already proving itself a leader in autonomous freight.

With big customers on board and expansion underway, I’m calling this one a SMASH.

Have a Stock or Crypto You Want Covered?

Send me an email at AskDavis@paradigmpressgroup.com with your pick.

No filters. No fluff.

Just real analysis from someone who watches markets every single day.