Besides AI wich Stocks are you looking for?

=== SUMMARY === - The author holds AI-exposed names (MU, CREDO, APH) and asks the community for non-AI stock ideas. - They express personal interest in Brookfield Corp (BN) and have bought TransMedics (TMDX) after a 20% post-earnings pullback. - Quality assessment: Noise/speculation – no detailed financial analysis or catalyst breakdown provided, just personal conviction. === SENTIMENT === MIXED === TRADE IDEAS === TICKER - TMDX - LONG | confidence: 0.70 | sentiment: +0.50 Speaker: u/Invester1982 Thesis: 1. THE FACT: Author explicitly states buying TMDX after a 20% pullback following its earnings release. 2. THE BRIDGE: Sharp post-earnings drops often create entry points if the selloff is overdone; author sees value in the dip. 3. THE VERDICT: Bet on mean reversion/earnings reaction fade, expecting the stock to recover as market digests results. 4. RISKS: Earnings miss was fundamental – further downside if guidance weak; sector headwinds in medical devices. Timeframe: short-term to medium-term Key Points: - Author bought TMDX after 20% earnings drop - No fundamental analysis provided, just price action - Risk of further decline if earnings were poor - Bet on rebound from oversold conditions - Hold if thesis is based on company growth TICKER - BN - LONG | confidence: 0.55 | sentiment: +0.40 Speaker: u/Invester1982 Thesis: 1. THE FACT: Author says "I really like BN" with no additional explanation. 2. THE BRIDGE: BN (Brookfield Corp) is a diversified asset manager with a history of compounding; personal liking suggests a perceived value opportunity. 3. THE VERDICT: Implied long bias based on general enthusiasm, but lacks specific catalyst. 4. RISKS: No reasoning given; exposure to cyclical assets; market risk. Timeframe: long-term Key Points: - Author expresses strong liking for BN - No data or earnings mention - Diversified financial conglomerate - Long-term hold based on brand reputation - Low conviction due to lack of detail