The artificial intelligence trade is not just for traditional tech companies. We have three industrial stocks in the portfolio that will keep getting more and more business as AI proliferates and data centers are built and rebuilt to handle the increasing computing workloads. Beyond AI, there are other fundamental reasons to buy them as well. However, what price levels should you pay? Like Thursday’s look at buy levels for our four 1-rated megacaps — Amazon , Meta Platforms , Microsoft , and Nvidia — we like the business prospects of those industrial names and think their stocks will move higher over time. But few stocks ever go straight up. Methodology We are conducting this technical analysis from the perspective of a new money investor looking to initiate a position or someone with an existing position sitting in the loss column where another buy could help lower their cost basis. For those with existing positions, this exercise can help dictate when might be a good time to consider breaking basis, should you feel the need to get a bit more exposure. That, however, violates our discipline and should not be done lightly. Our analysis can also inform members when these stocks are trading at so-called “battleground levels,” which may prompt you to adjust your exposure accordingly. Fundamentally, we like DuPont for its ties to semiconductor manufacturing and its upcoming split into three companies; we like Dover as a key ecosystem partner of Club chip giant Nvidia and other high-growth businesses including biopharmaceutical components; and we like Eaton for its electric management systems used to power data centers and exposure to megatrends such as electrification and infrastructure spending. Here’s a look at key technicals in their stock charts that signal attractive buy levels. DuPont buy levels: $80, $78, and $76 We’re going to zoom out a bit on these charts and look at two-year performance, given shares have just recently broken out above a resistance level that the stock has had to contend with since early 2023. The Polarity Principal in technical analysis states that past resistance, once broken, becomes support, and vice versa. So, we can gain valuable information by considering long-standing points of resistance that have recently been overcome. By now, members likely know that the two levels we are always going to watch are the 50-day moving average and the 200-day. We are above both of those levels. So, we’re going to look for them to be support on a pullback. That puts a first buy level at just over $80 apiece , right at the 50-day moving average and around current levels. From there, we come to roughly $78 , where we see shares were rejected (meaning sold) several times since early 2023. Shares finally broke above that level in early May and have since managed to hold that level. While once resistance, since May, when the breakout occurred on the back of the company’s first quarter earnings release, it has proven to be an area of support. Around this level is also where shares would be valued at the stock’s five-year historical valuation of about 17.6 times, using 2025 earnings estimates of $4.39 per share as the benchmark. Should that level fail, we would then look to the 200-day, just under $76 apiece . Dover buy levels: $170, $160, $150, $140 We’re below the 50-day here, so, we can’t look to that as support, rather, it now serves as a key resistance level to the upside that we must overcome. Instead, a first buy point (aside from here and now as again, we do maintain a 1 rating based on the business fundamentals — and did mostly recently pick up some more shares on Thursday — would be the 200-day moving average, around $170 . The $170 level has also proven to be support in the recent past, so we have both of those factors working to support the stock there. The third factor playing to our advantage at this level is that at $171 apiece, shares would be trading at the five-year average valuation of 17.6 times based on 2025 earnings estimates of $9.72. Below $170, and we would probably wait to see the $160 level , which as we can see was previously resistance until early February of this year. Once it was taken out, however, shares moved very quickly to a new level over $170, where we’ve been consolidating ever since in a $20-per-share range between $170 and $190. That said, a move below $170 would represent a breakdown below the 200-day moving average. So, while we don’t currently see a fundamental reason for a move below that level, be mindful that the chart would be a tough spot and those taking their cues from the technical analysis will be looking at the aforementioned $160, and then $150 and $140 , areas where we see prior support and resistance. Again, we don’t see a fundamental reason for shares to trade that low but it’s good to note these things because crazy things happen and if some headline crosses that sparks a massive sell-off, shareholders are likely to sell first and ask questions later. We would want to take advantage of those knee-jerk reactions and give ourselves the best odds of doing so are by examining these levels ahead of time, when things are calm. Eaton buy levels: $266, $250, $240 This is a tough chart given that shares are below both the 50-day and the 200-day moving averages. That makes both key points of resistance that must be overcome. While we maintain a 1 rating based on fundamentals, that information is extremely useful because it tells us that wider scales should be considered given the technical setup, regardless of how we feel about the fundamentals. In other words, fundamentals dictate buying, but the technical setup dictates that we must do so slowly, with a bit of increased caution. With that in mind, despite the breakdown below these key moving averages, we do see a still intact uptrend (the purple line). That uptrend ends at about $266 , about 6% below current levels. But keep in mind that line will extend out further and continue moving higher. So, at the moment, we would be looking for support to come in at about $266. However, as time passes, look for support at slightly higher levels each day. An uptrend is formed by connecting higher lows over time. In this case, it’s an uptrend going back to late September 2022, so it’s pretty long-lasting and significant. At $260, we get to the five-year average valuation of 21.5 times on 2025 earnings estimates. That said, we’ve been comfortable with owning it above that level because we think generative AI and the resulting need to update data centers, along with the convergence of several megatrends including electrification, energy transition, digitalization, infrastructure spending, and reindustrialization, means that shares deserve to trade at a higher valuation than what we’ve seen historically. So, we would argue that to value shares at the five-year average valuation would be to undervalue them considering the path ahead versus what we’ve seen in the past. You could buy here based on valuation. But as we noted, we want to implement wider scales on a chart like this. So, if you picked some up at $266 there is no need to step in just yet at $260. Given how long that uptrend has been in play, it would make sense that should it fail to support the stock we could be looking at pretty decent decline after that. We saw a breakout at $250 and prior resistance at $238 that was overcome earlier this year. So, we would look for support around both $250 and below $240 should shares break down. Again though, that would be a sizeable decline — so before stepping in, we would do our homework to ensure nothing has changed fundamentally. (Jim Cramer’s Charitable Trust is long DD, DOV, ETN, AMZN, META, MSFT, NVDA. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. 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Jason Marz | Moment | Getty Images
The artificial intelligence trade is not just for traditional tech companies.
We have three industrial stocks in the portfolio that will keep getting more and more business as AI proliferates and data centers are built and rebuilt to handle the increasing computing workloads. Beyond AI, there are other fundamental reasons to buy them as well.
In a record-setting deal worth billions, Chinese heavy equipment manufacturer XCMG has agreed to deliver more than 200 of its 240-tonne electric haul trucks to Australian mining giants Fortescue in one of the biggest moves yet to decarbonize mining.
From pioneering its “world’s first” best-practice model for smart mining at China Huaneng’s Yimin Mine and winning the 2025 Decarbonizing Mining Award to ranking among the world’s top four open-pit heavy equipment makers, XCMG is rapidly building a reputation for building high-quality electric equipment options that can do all the work without any of the emissions.
Earlier this week, XCMG joined Fortescue, one of the world’s largest iron ore producers, at a grand signing ceremony in Beijing for a strategic cooperation agreement on green mining equipment solutions. Under the terms of the new deal, XCMG will deliver up to 200 of its massive, 240T battery-electric haul trucks to Fortescue, beating a similar deal posted last yearand marking China’s largest-ever export order for green mining machinery.
It’s also one of the largest-ever EV sales, period.
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Big deal
Signing the Fortescue deal; via XCMG.
Fortescue believes the deal isn’t just significant for its size and scope, but for building new global bridges in the quest for full decarbonization.
“The world once benefited from open trade and cooperation – now it is divided,” explains Fortescue Executive Chairman and Founder, Dr. Andrew Forrest. “Fortescue is showing that industry can help glue back that multilateral spirit. Not through rhetoric, but through practical alliances that prove heavy industry can follow a new path – one where profits rise as emissions fall.”
“China is scaling and manufacturing green technologies at unprecedented speed,” adds Forrest. “and “Our partnerships give Fortescue access to that capability.”
As for the trucks themselves, the new XCMG 240T electric haul trucks are absolute giants, built to handle payloads over 500,000 lbs., with a gross vehicle weight rating somewhat north of 380 (!) tonnes (that’s almost 420 Imperial tons, to you and me).
There’s enough power on tap from the big haul trucks’ 1,900 kW (2,550 hp) electric drive system to climb 17% grades and hit speeds up to 56 km/h (35 mph). That’s enough to make XCMG’s 240T one of the most powerful and capable EVs on the planet, slashing emissions without sacrificing hauling performance.
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There are plenty of electric fat tire bikes on the market these days, but few feel as purpose-built and refined as the Puckipuppy Labrador Pro. While the name might sound like a friendly pooch, don’t let it fool you… this is a serious all-terrain machine with enough power to rip through sand, snow, or steep trails. Plus, if it can do all that, it can surely handle your commute, too!
Built for the wild (and the wild commute)
Right out of the gate, the Puckipuppy Labrador Pro feels like it’s aimed at a very specific type of rider – someone who wants the capability of an electric mountain bike, the stability of a fat tire cruiser, and the commuting chops of a Class 3 bike built for the streets.
That hybrid identity is reflected in the bike’s rugged 6061 aluminum frame, which includes internal cable routing for a clean look and a removable 48V 20Ah lithium-ion battery nestled into the downtube. The battery is locking and removable, offering a massive 960Wh of capacity. It claims up to 80 miles of range per charge under optimal conditions.
That’s quite respectable for a nearly 1 kWh battery powering a peak 1,350W hub motor!
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Custom-motor muscle with real torque
Puckipuppy’s Labrador Pro isn’t running just any hub motor. This one’s a custom PUCKIPUPPY-branded unit, and it cranks out a claimed 1,350W of peak power. In addition to an extra helping of wattage, this thing delivers serious torque, and it delivers it instantly.
Thanks to the smart torque sensor, the motor responds immediately to how hard you’re pedaling. You don’t get that jarring “kick” from cadence-sensor bikes. Instead, the assist feels intuitive and fluid, even when climbing steep dirt paths or rolling over beach dunes.
It’s the kind of responsive pedaling experience that makes you forget you’re even riding an electric bike, at least until you realize you’re doing a solid 25 mph while barely breaking a sweat.
Suspension and traction dialed in
One of the standout features of the Labrador Pro is its full-suspension setup, which instantly sets it apart from most fat tire e-bikes in this price range. Up front, you’ve got a sturdy hydraulic suspension fork with 130mm of travel, while the rear features its own shock that smooths out bumps, roots, and rough terrain. Whether rolling over rocky trails or dropping curbs in the city, the dual suspension keeps the ride comfortable and under control.
That plush suspension pairs perfectly with the bike’s 26” x 4” all-terrain fat tires, which offer a massive contact patch and plenty of cushion. The bike can float over sand, gravel, and even loose pine-needle trails with zero drama. These tires aren’t limited to only off-road performance either. On pavement, they give the Labrador Pro a smooth, stable feel, especially when aired up to road pressure.
And when it comes time to slow things down, the 180mm hydraulic disc brakes give you reliable, confidence-inspiring stopping power, even on fast descents or in wet conditions.
Drivetrain and speed
Backing up the torque-heavy motor is a Shimano 8-speed drivetrain, which shifts smoothly and gives you enough range to ride comfortably even without assist. That’s especially nice when your battery gets low, or when you want to dial down the motor to extend your range on a long ride.
The Labrador Pro is also a Class 3 e-bike, meaning it provides pedal assist up to 28 mph. There’s also a left-side thumb throttle that can get you moving without pedaling at all, and it’s zippy – topping out around 20 mph on throttle alone. Combined, these modes make the Labrador Pro equally useful as a car-replacing commuter or a weekend trail shredder.
Looks and utility of the Puckipuppy Labrador Pro
The Puckipuppy Labrador Pro comes in four different colors, though the orange option here is definitely the brightest and the most fun, at least in our opinion. No matter your color, the integrated headlight and rear brake light are a nice touch for safety to help you be seen, especially for early morning or dusk rides.
It also includes front and rear fenders, which help when you’re splashing through mud or wet pavement, and a heavy-duty rear cargo rack. Plus, the bike supports up to 400 lb of payload. That makes this bike more than just a toy – it’s also a workhorse capable of hauling groceries, gear, or just about anything you can throw at it.
The full-color LCD display mounted on the handlebars gives you real-time readouts of speed, battery level, distance, and assist level. The control pad on the left is intuitive, and gives you all the info you need at a glance.
Final thoughts on the Puckipuppy Labrador Pro
The Puckipuppy Labrador Pro is a seriously capable all-terrain e-bike with great specs at a competitive price of just $1,599. For riders who want a go-anywhere, do-anything machine with torque-sensing pedal assist, fat tires, and real power under the hood, this is a compelling option.
It’s not the cheapest fat tire e-bike out there, but you don’t want the cheapest bike when you’re barrelling down a rocky trail. And when you consider the powerful motor, torque sensor, 960Wh battery, hydraulic brakes, and full commuter-ready features like fenders and a rack, it starts to look like a solid value.
Whether you’re carving through mountain trails, powering across sandy beaches, or just blasting past traffic on your way to work, the Labrador Pro brings its A game every time.
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Super73, the lifestyle e-bike brand known for its moto-inspired designs, just dropped a teaser that has fans buzzing… and scratching their heads. In a cryptic Instagram post, the company shared a silhouetted image of a new two-wheeled electric vehicle alongside the promise of unveiling “an entirely new generation of electric mobility” next month.
The official debut is set for October 11th at the Moto Beach Classic, and while details are scarce, the image and language give us a few key clues.
First, there are the visuals. The teaser image shows a chunky, fat-tire two-wheeler that looks like a departure from Super73’s current lineup. The frame appears heavily stylized with what may be body panels that cover part of the traditional bike silhouette in the rear, or perhaps just extra gussets on the frame. There’s no visible suspension, neither in the fork nor the rear triangle (in fact, there’s no rear triangle at all, opting for a classic mini-bike styled frame instead), suggesting this could be a rigid ride. That could point to a lightweight design or a retro mini-bike platform that ditches extra components in favor of simplicity and affordability.
Pedals are still visible, keeping this squarely in e-bike territory (at least legally), but everything else about the bike leans much more toward electric moto than bicycle. With large off-road tires, a long flat seat, and a minimalist-looking cockpit, it gives off stripped-down dirt bike or electric pit bike vibes.
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There’s also a fairly large battery slung under the top tube. If the bike rides on 20″ tires like the rest of Super73’s lineup, then that could be a much bigger battery than we’re used to seeing. I overlaid a Super73-Z Miami on the image below, and you can see that the mystery bike’s battery dwarfs the one on the red Super73-Z. But those could also be smaller-diameter tires, meaning the battery may be a standard Super73 pack.
A red Super73-Z Miami overlaid on the teaser bike
Then there’s the caption. Super73 says they’re unveiling the “next big thing (figuratively speaking),” which might lend credence to the theory that this will actually be smaller than their usual offerings. Could it be a compact adventure mini-bike? A budget-friendly urban ripper? A youth-focused model? We’ve seen the brand expand into kids’ bikes before, so it wouldn’t be a shocker.
The real wildcard is how much power this thing will pack. Super73 has always leaned into the blurred line between e-bike and moped, and if this new model keeps pedals just for show while cranking serious wattage under the hood, we might be looking at something more akin to a Sur Ron competitor.
With recent shakeups in Super73’s leadership team and the seemingly frozen state of the long-awaited Super73’s C1X electric motorcycle, which only made it partway through development, perhaps this could be the new model replacing the company’s former motorcycle aspirations.
Whatever it is, it’s not just another iteration of the RX. This looks like a whole new category, possibly even a new platform for the brand. And in an industry where yearly innovation often just means a new paint job, it’s refreshing to see a company hint at something different.
Stay tuned – we’ll be watching closely when the curtain lifts next month.
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