Oceaneering International sits in a market almost nobody is watching, where AI data centers, energy and subsea cables meet, a real opportunity rather than tenbagger hunting in odd places. Subsea cables are gaining strategic weight: Iran's state media published the locations of seven internet cables through the Strait of Hormuz, and Iran was then reported to be considering seizing or controlling them. x.com 

Vistra's sub-15x forward earnings valuation looks out of step with AI's power bottleneck and heavy investor buying. The stock is down over 28% in a year and near 52-week lows, making it a possible opportunity; its CEO and several prominent investors have bought shares. x.com 

The AI stack's prolonged selloff may have already de-risked it ahead of Anthropic's IPO. The mid-November IPO could mark a bottom rather than trigger another sectorwide selloff like earlier mega-IPOs. Nebius, IREN and Cipher Mining do not look likely to fall much further; the same goes for Applied Optoelectronics and AXT. From June highs, Cipher is down about 73%, IREN 62%, Nebius 45% and WhiteFiber 78%. x.com  x.com 

Transocean is a $7 billion company facing the biggest offshore drilling boom in 15 years, and it could double or triple. New technology lets a single ship drill two wells at once, collapsing the cost of offshore oil, so every major oil company and sovereign fund is drilling offshore, from Total's West Africa deals to Exxon's discoveries. That sends demand for the rigs and drillships these companies own through the roof. Elliott has just bought into Transocean. x.com  x.com  x.com  x.com 

TechnipFMC is a picks-and-shovels play on rising oil prices, as the third-largest US oil and pipeline name with the strongest growth, best IBD metrics and best technical upside. Baker Hughes and SLB are good, but not this good. x.com 

Vistra is growing exponentially on the AI buildout yet trades at 17 times forward earnings and a 0.5 five-year PEG on a $56B market cap. It has a deeply diversified energy footprint with one of the largest nuclear fleets in the US, and Meta and Amazon are among its biggest customers. The chart is one of the best setups around, and almost no one is paying attention. x.com