Shift4 Payments (FOUR: NYSE)

Shift4 Payments (FOUR) has been experiencing significant growth in recent years, driven by its ability to offer tailored payment processing solutions for industries like hospitality, restaurants, and entertainment venues. The company’s latest wins, including partnerships with Nobu Hotel and the Chicago Bears stadium, are notable indicators of its expanding market presence. These locations handle massive payment volumes, which require specialized solutions that Shift4 is uniquely positioned to provide.

In Q2 2024, Shift4 processed $40.1 billion in payments, a sharp increase from $26.8 billion in the same quarter last year, and an even more remarkable jump from $4.2 billion in Q2 2020. This represents a 75% CAGR in payment processing over just a few years, underscoring the company’s impressive growth trajectory.

Additionally, CEO Jared Isaacman’s recent purchase of 86,000 shares at market prices signals strong insider confidence in the company’s future performance, reinforcing a bullish outlook.

We are bullish on FOUR above $75.00-$76.00, with an upside target of $118.00-$120.00.

Nano Nuclear Energy (NNE: NASDAQ)

NANO Nuclear Energy (NNE) is pioneering the development of small modular reactors (SMRs), a game-changing technology in clean energy, particularly for remote and hard-to-reach areas. With global governments increasingly shifting toward sustainable energy solutions, NNE’s innovative portable nuclear reactors put it in a strong position to capitalize on this growing demand.

The company’s expansion into space applications via NANO Nuclear Space offers promising growth opportunities as space exploration advances. Its microreactors could provide critical power sources for missions, potentially driving substantial revenue growth.

NNE’s partnership with the Idaho National Laboratory adds validation to its reactor designs, bolstering its credibility in the nuclear industry. This collaboration could fast-track its technology toward commercialization. Additionally, NNE’s vertical integration strategy, including its plans for a HALEU fuel fabrication facility, aims to enhance operational efficiency, reduce costs, and improve margins. The acquisition of a 14,000-square-foot facility in Oak Ridge, Tennessee for $1.71 million demonstrates the company’s commitment to establishing a robust operational foundation.

We are bullish on NNE above $12.00-$13.00, with an upside target of $25.00-$26.00.

Dogecoin (DOGEUSD)

Dogecoin (DOGE/USD) is capturing attention as it reaches a critical point in its price action. Recently, Dogecoin broke above a significant diagonal trendline, hinting at a potential shift in its long-term trajectory. Along with this breakout, DOGE has made a higher-high, and if it forms a higher-low during the current decline, it would reinforce the short-term bullish trend, signaling strengthening momentum.

If this breakout holds, Dogecoin could see an explosive rally, potentially targeting the previous swing highs around the $0.13-$0.14 level. Watching the volume profile will be crucial, as increased buying volume would confirm the strength of this upward move.