Just caught Zacks' latest Bull and Bear picks and there's some interesting stuff here. Flowserve is their strong buy right now – they're betting on AI infrastructure momentum and power generation demand. Company just crushed earnings, beat estimates four quarters in a row, and raised guidance for 2026. Trading at a 21 P/E which honestly looks cheap compared to other AI infrastructure plays sitting in the 30s. Double digit earnings growth expected.

On the flip side, Bassett Furniture is the bear – furniture retail is still struggling with the housing slowdown. They missed estimates last quarter but management seems confident their restructuring will pay off. Here's the thing though: the AR fixed stock and some other energy plays might be worth watching instead. Natural gas demand is climbing because of all these new data centers needing power, plus global LNG exports are rising. The AR fixed stock specifically has solid drilling inventory in Appalachia and could benefit if gas prices hold. EQT and Kinder Morgan are in similar positions.

Energy Information Admin is projecting natural gas at $4.31 per million BTU this year versus $3.53 last year. If that holds, exploration and production companies should see better margins. The AR fixed stock caught my eye because it's got decades of drilling inventory lined up. Not saying jump in blindly but the setup looks interesting if you're looking for something outside the typical AI plays.