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Another Trump-tech trade. Defense technology provider. From tactical radios to applications to hardware. Also involved in space and aerospace, and you'll find that LHX is the leader in ETFs that cover that sector. 12-month price target of $273. Buy a third here around $240, add in the mid-$220s, and again at the $215 level. Reports next week. Yield is 1.9%.

Not in the same league as CRWD based on market cap. But closest you can come to a CRWD product. He's not saying it will be an acquisition, but it will have challenges with scale, as everyone's knocking on their door. Buy here around $23, again around $20, and the final third around $18. 12-month price target of $25. Reports August 30. No dividend.

The market is fed up with the megacap Magnificent 7, which it sees as overvalued, and is rotating into small-caps and other sectors that are catching up. This trend has been happening for a few weeks but was pronounced in today's sweeping sell-off. 

This and Tesla triggered today's wide sell-off, but GOOG actually delivered a good quarter with super Google search and cloud numbers. YouTube results though faced tough comparisons over last year, but remains the top streamer. GOOG would have rallied, not sinking 5%, if not for the ongoing anti-tech rotation.

This and GOOG are blamed for today's deep sell-off, but didn't the street expect TSLA to have a weak quarter yesterday. It's hard to hold onto their big gains from the $170s (to the $250s). Elon Musk has several ventures going, like humanoid robots, self-driving cars, energy storage (this quarter, this sector doubled) and semis, though down the road. It's more than just a car company, run by a smart CEO and worth buying on his dip. But you have to be long-term and patient.

A small-cap that trades at 26x PE. It's given up gains it made in the July 11 CPI reading. After all, this is an outsourcing play and the current rotation is about the end of outsourcing

A top specialty steel company with customers in aerospace. Shares have risen from $57 to $60 and trades at 24x PE.

A small-cap with a 23x PE in healthcare. Shares have climbed from $30 to $36.

Trades at a cheap 14x PE even after shares have jumped from $57 to $65.

Works in IT and AI, trades at 20x PE, already jumped from $196-217. A small cap.

Small-cap homebuilder, trading at 9x PE, jumped from $163 to $196. Too much. Prefers Toll.

Trades at 28x PE. Was hit hard last week. A small cap. Prefers Carrier.

A small-cap. It installs residential insulation, gutters and related. Shares have jumped $221-248. Trades at 21x PE.

Trades at only 10x PE and pays a 5.4% dividend yield. It last reported a poor quarter.

The partnership with VW prevents RIVN from collapsing, but doesn't make this a great stock. You can buy a tranche now and another $2 cheaper.