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Defense Company Hits Even Higher Target
Good Afternoon!
Hey, everyone. It's Adam from Elite Trade Club.
Here’s what moved the market today.
Future of Sustainability
When 77 hedge funds—including Ken Griffin’s Citadel—pour millions into a single sector, it’s time to take notice.
One under-the-radar NYSE company is quietly positioning itself to disrupt a $90 billion industry vital to global infrastructure.
This firm’s innovative approach has caught the attention of Wall Street insiders, and the momentum is building.
With its strategic edge and growing demand, this stock could be the next big breakout.
Markets 📈
The Dow Jones fell deeper into its slump as the market absolutely tanked today. The Russell 2K small cap index fared the worst, dropping over four percent from yesterday.
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Market-Moving News 📈
Automotive
Stellantis Shifts Focus to Electric Ramcharger, Delaying Full EV Pickup Until 2026
Stellantis announced a delay in the release of its fully electric Ram pickup truck, pushing its launch from 2025 to 2026. This shift comes as the automaker faces slower-than-expected adoption of electric vehicles (EVs) and challenges in the profitability of electric trucks.
The company will now focus on launching a hybrid version of the truck, the Ramcharger, which combines an electric drivetrain with a gas engine. Stellantis cited significant consumer interest in the Ramcharger as a key factor behind the decision to prioritize its release. The Ramcharger will begin accepting customer orders in early 2025, with the fully electric Ram 1500 REV set to launch in 2026.
This change comes on the heels of a leadership shakeup, including the return of Tim Kuniskis as Ram CEO. Kuniskis, who had briefly retired, pointed to delays in the redesigned Ram 1500 and the rollout of heavy-duty trucks as contributing factors to the brand’s current sales slump, which saw a 24% decline through the third quarter of this year.
The Ramcharger, described as an extended-range electric vehicle (EREV), promises up to 690 miles of total range, including both electric power and a gas-powered generator for longer trips. This hybrid solution aims to offer a balanced mix of power, range, and capabilities to meet customer needs.
Healthcare
Novo Holdings Strengthens Pharmaceutical Capabilities With Catalent Acquisition
Novo Holdings has finalized its acquisition of Catalent in a deal valued at $16.5 billion. The transaction was completed after receiving necessary regulatory approvals, marking a significant milestone for the investment firm.
This acquisition includes three Catalent facilities, located in the United States, Italy, and Belgium. These facilities play a key role in producing injection pens under sterile conditions, further supporting Novo Holdings' expansion strategy. By integrating Catalent’s resources, the company aims to strengthen its manufacturing capabilities and address growing demand for specific pharmaceutical products.
The deal faced scrutiny earlier in the process, with objections raised by consumer groups and labor unions. Despite this, both U.S. and European regulators approved the transaction, allowing Novo Holdings to proceed without legal challenges.
The acquisition aligns with Novo Holdings’ broader objectives of scaling up production to meet the increasing need for critical medicines. By leveraging Catalent’s infrastructure, Novo is well-positioned to enhance its supply chain and deliver on its commitments in the pharmaceutical space.
This move reflects the growing trend of strategic investments within the healthcare sector, as companies seek to bolster their capabilities and respond to evolving industry demands.
Energy
Oklo Aims to Deploy 12 Gigawatts of Power with Small Nuclear Reactors
Oklo, a nuclear technology startup, is planning a significant expansion in the energy sector by developing a network of small nuclear reactors over the next two decades. The initiative is part of a broader agreement with a data center operator to supply sustainable energy for its operations across the United States. While specific contracts are yet to be finalized, this framework lays the groundwork for an ambitious energy deployment strategy.
The startup intends to construct and operate a series of microreactors, each with a power output ranging from 15 to 100 megawatts. These reactors are designed to be smaller and more flexible than traditional nuclear facilities, aiming to reduce costs and accelerate construction timelines. Meeting the proposed 12-gigawatt goal by 2044 would involve deploying hundreds of these advanced reactors.
The energy generated through this initiative could power millions of households annually, aligning with increasing demand for carbon-free electricity, particularly for technology-driven operations like data centers. The startup plans to bring its first reactor online within the next few years.
This effort reflects the growing interest in nuclear energy as a viable solution for sustainable and reliable power, especially in sectors requiring consistent energy to support emerging technologies like artificial intelligence.
2025 Stock Watch
We already know Trump has vowed to "drill, baby, drill," which would be beneficial for domestic oil companies.
We know he's bullish on artificial intelligence and on energy companies needed to help fuel the power needed for AI and for data centers.
And we know he's bullish on cryptocurrencies, which would explain why Bitcoin rallied to an all-time high a day after the election.
Here are a few specific Trump trades you may want to buy today heading into 2025.
Top Winners and Losers 🔥
Nukkleus Inc [NUKK] $50.79 (+327.53%)
Nukkleus skyrocketed for the second day in a row on the heels of grabbing a controlling stake in Star 26, a supplier for Israeli defense systems.
Quantum Corp [QMCO] $60.02 (+153.04%)
Quantum Corp announced its support for Nvidia storage and file systems, sending shares up.
Quantum Computing Inc [QUBT] $25.68 (+52.95%)
Quantum Computing shares flew after the company landed a contract with NASA’s Goddard Space Flight Center.
Sezzle Inc [SEZL] $242.17 (-23.16%)
Sezzle stock was hit hard after Hindenburg Research accused the company of misleading its investors.
Viking Therapeutics Inc [VKTX] $38.28 (-18.03%)
Viking Therapeutics felt the impact of Merck’s new weight loss pull, causing shares to drop.
Structure Therapeutics Inc [GPCR] $27.909 (-11.37%)
Structure Therapeutics fumbled following competitor Merck’s licensing of a new weight loss pill.
Multi-Billion Dollar Industry
While most investors chase the usual headlines, hedge funds are quietly swarming a company that’s set to disrupt a $90 billion industry critical to modern civilization.
Trading for less than $15 a share, this NYSE-listed firm has the backing of top Wall Street underwriters and is positioned to capitalize on a sector projected to grow 62% by 2032.
With major players like Ken Griffin’s Citadel already moving in, the smart money is catching on—but the window to act is closing.
This newly IPO’d stock could still be one of the most undervalued opportunities in today’s market.
That's it for today! Please, write us back, and let us know what you think of the Closing Bell Roundup. We're always eager to hear feedback!
Thanks for reading. I'll see you at the next open!
Best Regards,
— Adam G.
Elite Trade Club
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