When the RF Chain Shifts Past Phones, There’s A Lot To Like

A handset-heavy supplier aims to turn Wi-Fi 7, auto, and industrial into a second engine.

Valuation’s reset, the dividend pays you to wait, and Broad Markets is inching higher.

Don’t chase squeezes, buy weakness, size to volatility, and make mix and margin milestones earn your adds.

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HP Inc | HPQ

Price: $28.64

PC cycles bruise sentiment, but HPQ’s cash machine keeps spinning.

You’re paid to wait with a ~4% yield and single-digit P/E while AI PC refresh, premium mix, and cost work support a slow grind higher. 

The bear case is print-supplies erosion and price competition if consumer demand stays uneven.

The offset is disciplined capital returns and a long history of FCF resilience through cycles.

Treat it as a yield-plus-buyback compounder when the tape punishes anything PC-adjacent. 

Accumulate on red days near the lower band of the range, then demand proof via clean inventory, FCF conversion, and early AI PC signs (higher-ASP configurations, workstation strength).

Why it matters to you: steady cash returns in a volatile tape.

If AI PCs catch, you capture upside without paying a growth multiple.

Ross Stores | ROST

Price: $156.93

Off-price keeps opening doors, with 36 Ross and four dd’s added across 17 states, pushing the fleet above 2,270 locations.

Management still sees comps up low single digits despite tariff noise, a reminder that the model thrives on traffic, treasure-hunt behavior, and branded excess. 

Balance-sheet health and mid-teens ROIC are tailwinds, but after a strong run the stock isn’t on clearance. Let it breathe. 

For entries, lean into weakness at support and require proof in the fundamentals: traffic resilience, gross margin intact despite markdowns, and inventory freshness with pack-away discipline.

If off-price demand holds into 2026, unit growth plus steady comps can do the heavy lifting.

Why it matters to you: a durable cash engine, if the macro wobbles, ROST gains share as shoppers trade down, and you don’t need blue-sky unit growth to win.

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Monster Beverage | MNST

Price: $68.67

Analysts nudged fair value higher, reflecting robust international momentum and sticky brand equity.

The playbook is premiumization, flavor and pack innovation, and disciplined promo so margins hold while emerging markets scale. 

Competitive intensity from Red Bull and Celsius, plus FX and mix drift to lower-margin regions, remain your guardrails.

It’s rarely cheap, so the edge is timing and evidence.

Buy market shakeouts or post-print dips when gross margin proves sticky, international velocity stays up, and distribution expands without leaning on heavy discounting.

Watch innovation cadence and category share in key geos to confirm the moat.

Why it matters to you: global brand with pricing power, if margins hold through expansion, earnings compounding does the heavy lifting.

The Trade Desk | TTD

Price: $51.11

Audience Unlimited aims to tame third-party data costs and let AI score segments, with Koa Adaptive Trading Modes meeting buyers where they are.

This is strategically smart, as lower data friction can unlock more spend and better performance, especially in CTV, while maintaining transparency and control for traders. 

The rollout is staged (select agencies late 2025, broader availability in 2026), so patience and proof are critical. 

Accumulate on weakness, then watch the receipts. Watch for data attach rates under new pricing, spend per advertiser, CTV share gains, and take-rate stability as Performance Mode bundles more value.

Identity and macro ad budgets are wild cards, but simplification plus AI scoring is a real wedge.

Why it matters to you: if TTD makes data cheaper and smarter, wallet share can grow without relying on a booming ad market to lift all boats.

Skyworks Solutions | SWKS

Price: $74.23

Shares are down double digits year to date as handset units and content stayed choppy, but the pivot is real.

Broad Markets (edge IoT, industrial, auto, Wi-Fi 7) is designed to dilute phone concentration and lift margin quality. 

Look at Broad Markets growth outpacing mobile, gross margin stabilizing, and customer concentration easing.

The 3.8% dividend helps you hold while the mix turns, yet the stock still trades like a handset proxy, so expect headline-driven whipsaws. 

Work a buy-the-dip plan into support and only add when you see sequential Broad Markets acceleration, Wi-Fi 7 attach, and early auto design wins flow through the P&L.

Keep an eye on opex discipline and content share in the next flagship cycle.

Why it matters to you: if mix truly shifts beyond phones, multiple and margins can expand together, turning a value trap into a re-rate.

Today’s basket blends repair, rerate, and reinvention. SWKS is a handset-to-heterogeneous pivot where mix and margin can drive a multiple reset.

HPQ is yield and buybacks while you wait for AI PC benefits to show up in mix. ROST is steady execution and defensive share gains if consumers keep hunting value. 

MNST is brand-led compounding with international runway, so long as margins stay tight.

TTD is an ad-tech self-help story, reduce data friction, raise performance, earn more of the media wallet.

Build on weakness, size to volatility, and let operating metrics tell you when to add or trim.

Stat of the Day: $55 Billion

The announced $55 billion LBO of Electronic Arts would be the largest on record, topping TXU’s $45 billion (2007).

Big-ticket buyouts tend to cluster when credit is loose and risk appetite is back. 

For equity holders, that cocktail can put a floor under quality cash generators while increasing dispersion, as levered deals amplify both upside and downside if conditions change.

In practice, stagger entries, favor names with durable FCF and pricing power, and avoid balance-sheet stretch without clear catalysts.