It’s been quiet here for too long. Five months without a post — that ends today. I’m bringing back Italkstocks with a new series: the hottest stock ideas on my radar, updated constantly. No fluff, just the names moving the market and why.

Here are the 5 hottest stocks I’m watching right now.

1. Palantir (PLTR) — $191.79

The AI software pure-play just put up a monster Q2: revenue $1.94 billion, up 93% year over year. US commercial grew 149%. Rule of 40 at 155% — that’s unheard of. Full-year guidance raised to $8.15 billion. Yes, it’s expensive at roughly 150x earnings. But this is the company governments and the Fortune 500 call when they need AI that actually works. Next catalyst: Q3 earnings in early November.

2. Nvidia (NVDA) — $225.51

The world’s first $5 trillion company — and it’s still doubling revenue, up 106% last quarter with data center revenue of $89 billion (+117%). Management is guiding 70% growth for fiscal 2028, well above what Wall Street expected. The AI rally has spread to memory and server names, but the king is still the king.

3. Micron (MU)

Memory is the stealth AI trade. Micron is up over 220% on the AI memory supercycle — every data center being built needs more high-bandwidth memory, and Micron is printing. The AI buildout doesn’t work without memory and storage.

4. Dell Technologies (DELL) — $549.79

Up 27% in twelve weeks. Someone has to build the AI servers, and Dell is shipping them as fast as it can. At a forward P/E around 21, it’s one of the saner valuations in the AI trade.

5. Oracle (ORCL) — $144.56

We’ve been long Oracle and the thesis keeps getting better. A $437 billion company going all-in on AI cloud infrastructure. The balance-sheet name in an AI world.

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That’s the starting five. This series continues — I’ll keep updating the hottest ideas as the market moves. Subscribe to the newsletter so you don’t miss the next one.

Disclaimer: This is opinion and education, not financial advice. Do your own research before buying anything.