One stock is back from the dead enough to get traders excited, one is proving healthcare progress does not need fireworks, and one just got another big autonomous boost. We’ll show you what looks buyable, what still needs more time, and what not to chase at the open.
Rare Earth Elements (Sponsored)
Last century, the world's power was forged in oil refineries.
Today, that leverage has shifted to rare earth processing.
We are at a historic Rockefeller Moment, where the company that controls the midstream controls the future of global industry.
While others focus on the "dirt" of mining, one domestic rare earth company is building the refineries.
Digging minerals out of the ground is relatively easy. Turning them into finished metals and alloys for fighter jets, drones, missile guidance systems, and advanced radar is something else entirely.
That step, where strategic independence is actually won or lost, barely exists outside China.
By advancing the first integrated North American pathway from mining to finished magnets, the company is working to secure a vulnerable domestic supply chain.
Every critical step happens on North American soil - with no Chinese chemicals, technology, or capital.
When it comes to rare earths, 1% reliance on China is 100% reliance on China.
Western defense production cannot depend on a supply chain that can be shut off at any time.
This North American rare earth company is building one that can't.
Futures at a Glance📈
Futures are slipping a bit after yesterday’s rebound, with traders still balancing cooler oil against the bigger U.S.-Iran risk hanging over the tape. Nvidia’s GTC kept tech spirits up, but the market is also eyeing tonight’s earnings slate and tomorrow’s Fed decision for the next mood swing.
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What to Watch
Earnings (Premarket):
• Elbit Systems Ltd. [ESLT]
• Tencent Music Entertainment Group [TME]
• GDS Holdings Limited [GDS]
• Atour Lifestyle Holdings Limited [ATAT]
Earnings (Aftermarket):
• ZTO Express (Cayman) Inc. [ZTO]
• lululemon athletica inc. [LULU]
• DocuSign, Inc. [DOCU]
• Oklo Inc. [OKLO]
• HealthEquity, Inc. [HQY]
Economic Reports:
• Pending home sales (Feb): 10:00 am
Industrials
Babcock & Wilcox Enterprises Stops Looking Like a Ghost and Starts Looking Like a Business Again
Babcock & Wilcox Enterprises Inc [BW] just delivered one of those quarters that makes people rub their eyes and check the ticker twice. The company beat on earnings and revenue, the stock woke up like it had coffee injected straight into the chart, and suddenly, a name that used to feel like a forgotten basement project is back in the conversation.
The appeal here is not hard to understand. B&W has been cleaning up operations, cutting losses, and trying to prove it can do more than just survive. Now it has investors dreaming about bigger things, especially with that Base Electron project tying it to AI data center power. In this market, if you can say AI and power in the same sentence, someone is already reaching for the buy button.
Still, let us not pretend this thing turned into a low-drama stock overnight. It has had a wild past, the chart still looks like it has trust issues, and one good quarter does not erase years of baggage. The move now is to see whether the company can keep stacking cleaner quarters instead of serving up one flashy comeback trailer.
My Take For You: If you missed the first pop, do not sprint after it. Let it settle, then start small only if it holds strength.
My Verdict: Interesting turnaround with fresh momentum, but still a prove-it story. Fun to watch, better to buy with patience than adrenaline.
Medical Devices
Tandem Diabetes Care Keeps Pumping and the Story Still Has a Pulse
Tandem Diabetes Care Inc [TNDM] is one of those healthcare names that keeps quietly doing the work while louder stocks hog the spotlight. The company has kept rolling out products, adding compatibility, and making life a little easier for people who actually need the tech. That may not sound flashy, but in medical devices, boring progress is often the good stuff.
What helps the story is that Tandem is not just sitting there hoping the diabetes market sends it a gift basket. It is pushing new products, expanding pump options, and building out the ecosystem around them. That gives investors a reason to stay interested, especially when the balance sheet looks stable enough to keep the machine running without panicking every quarter.
The catch is that competition is fierce, and nobody in this space gets to nap. Bigger rivals are everywhere, pricing power is not exactly a free-for-all, and macro pressure can still make customers and investors weird. So this is not a moonshot. It is more of a steady rebuild with real products and real customers, which honestly can be a pretty nice change of pace.
My Take For You: This is a name to buy patiently, not chase like a rumor. Start small on weakness and add only if momentum stays healthy.
My Verdict: Solid hold-to-watch story. Not explosive, but credible, and that counts for a lot in this kind of market.
Policy Watch (Sponsored)
A surprising claim recently surfaced in a federal courtroom.
During the case, the Department of Justice argued that cash itself may not always qualify as protected personal property in certain legal situations.
If that interpretation expands, it could make it easier for authorities to freeze or seize funds during investigations or emergencies.
That possibility is why some investors are taking precautions now.
A new Wealth Defense Guide outlines three strategies people are using to help protect their savings.
Get the free guide here.
Transportation Tech
Uber Technologies Wants You to Meet Your Future Driver, and It Might Be a Computer
Uber Technologies Inc [UBER] is moving higher after expanding its autonomous vehicle partnership with Nvidia, which is a very fancy way of saying it wants robotaxis to stop being a science fair project and start becoming a real business. If this works, Uber gets to look less like an app that connects you to drivers and more like the operating system for transportation with fewer humans in the middle.
That is the dream, anyway. Investors love the logic here because labor is expensive, autonomous driving is the shiny object of the decade, and Nvidia showing up makes the whole thing feel more serious. When Dara and Jensen start talking about global fleets, people naturally start picturing a future where your ride shows up with no small talk and no tip guilt.
Of course, the road from partnership headline to actual profits is full of potholes. Autonomous vehicle timelines have a long history of sounding faster than they really are, and regulations love to slow the parade just when the floats get exciting. So this is a good headline, but it is still a promise, not a finish line.
My Take For You: If you like the story, buy it in pieces and let the hype cool first. If you already own it, keep a core and trim a little on sharp strength.
My Verdict: Strong long-term angle with real upside, but still a patience trade. Good theme, just do not treat the press release like the destination.
Poll: If you could invest in one entertainment asset, which would you pick?
Movers and Shakers
Sable Offshore Corp [SOC]: Premarket Move: +2%
Sable Offshore Corp [SOC] is inching higher after saying oil is flowing again and first sales are expected by April 1, which is a pretty decent way to wake up an energy stock.
The market likes real barrels a lot more than PowerPoint barrels, so this is one of those show me stories finally showing something.
My Take: Let it prove the restart is real and sticky. If it holds gains later in the morning, you can nibble, but keep it small because this one still has policy drama hanging around.
Coherent Corp [COHR]: Premarket Move: -5%
Coherent Corp [COHR] had all the right ingredients lately with the Nvidia optics buzz and the S&P 500 add, but this morning the stock looks like it partied a little too hard and needs water.
After a big run, even good stories can get sold just because traders decide they would like their profits now, thank you very much.
My Take: Do not rush in just because the story sounds great. Let the selling calm down, and if it steadies, then you can start small.
Lumentum Holdings Inc [LITE]: Premarket Move: -4%
Lumentum Holdings Inc [LITE] is pulling back even though the AI optics story still looks hot, which is a nice reminder that great stories and green candles are not legally required to happen on the same day.
This one has run so hard that even a normal pullback feels like getting shoved off a moving treadmill.
My Take: Treat this like a cool-off, not a collapse, unless it keeps breaking lower. Wait for a calmer entry and do not chase the bounce just because it looks shiny.
Hidden Fund Access (Sponsored)
While President Trump's official salary is $400,000 per year... his tax returns reveal
he's been collecting up to $250,000 PER MONTH from one hidden source.
Until recently, most Americans couldn't touch the type of investment that makes up this investment.
But thanks to Executive Order 14330, that just changed.
If you love investing in disruptive new companies...
Discover how to invest in the fund Trump uses to collect this income
Everything Else
Nvidia used GTC to show off Blackwell, preview Vera Rubin, and remind everyone the AI chip race still has plenty of gas.
Australia’s central bank raised rates again, proving inflation and energy shock nerves are still very much alive.
Ant Group is moving closer to its Bright Smart deal, which looks a lot like a Hong Kong brokerage grab.
Google is reportedly talking with Chinese suppliers about data-center cooling gear, because even AI needs better air conditioning.
Vietnam is seeing firms scramble for crypto licences as Hanoi plans to ban overseas trading platforms.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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