Today’s setup is about discipline. One entertainment leader finally has a catalyst worth buying, one AI infrastructure name still has a real growth runway, and one memory stock looks too hot after a huge run.
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Futures at a Glance📈
Futures are leaning lower as traders weigh fresh Iran deal progress against the next inflation test. Oil is cooling after reports of a roadmap toward a final agreement, but the market is still digesting last week’s hawkish Fed message. With PCE due later this week, inflation is back in the driver’s seat for risk appetite.
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What to Watch
Earnings (Premarket):
• Fervo Energy Company [FRVO]
• Outdoor Holding Company [POWW]
Earnings (Time Not Supplied):
• Woodside Energy Group Limited [WDS]
• Ennis, Inc. [EBF]
• Mobilicom Limited [MOB]
• Genius Group Limited [GNS]
Economic Reports:
• No major economic reports scheduled
Elite Trade Club Insider
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Media / Entertainment
Walt Disney Co Gets a Box Office Win It Actually Needed
Walt Disney Co (NYSE: DIS) just reminded investors that its franchise machine still works. Pixar’s “Toy Story 5” opened with $160 million domestically, the biggest debut in franchise history.
The global number was even better. The film brought in an estimated $312 million worldwide during its opening weekend, including $152 million internationally.
That matters because Disney needs theatrical wins that travel across the whole business. A strong Pixar release does not just help the box office. It feeds streaming, merchandise, parks, licensing, and brand momentum.
The audience mix was also encouraging. Around 11.5 million people saw the film over Father’s Day weekend, and nearly 70% of ticket buyers came in family groups. More than a quarter chose premium large-format screens.
This is exactly the kind of content Disney needs more of. Family-friendly PG titles have been outperforming PG-13 and R-rated films over the past two years, and animated hits often have stronger legs after opening weekend.
The stock is still down 11.8% over the past year and trades around 16.6x earnings. For a company with Disney’s brand depth, that gives the setup room to improve if the studio momentum continues.
My Take For You: Disney’s box-office win strengthens the case that its core franchise engine is still valuable and underappreciated.
My Verdict: Buy this. The risk is that one Pixar hit does not fix broader pressure in streaming, linear TV, and park demand.
Memory Chips
SanDisk Corp Looks Too Hot After a Massive Memory Run
SanDisk Corp (NASDAQ: SNDK) is still catching money as memory-chip stocks push higher. Shares gained again in overnight trading after memory names bucked a broader market selloff tied to renewed U.S.-Iran tensions.
The strength makes sense at a sector level. AI data centers need memory, storage, and faster infrastructure, and investors are treating the group as a core AI trade.
But SanDisk has already had an extreme move. The stock is up more than 4,500% over the past year and recently traded near a fresh 52-week high of $2,191.69.
That is not a normal re-rating. That is a full market stampede.
Momentum indicators are also flashing caution. SanDisk’s relative strength index was listed at 70.9, which puts it in overbought territory. Micron, Seagate, and Western Digital are also stretched.
The company can still benefit from the memory supercycle. The issue is price. At roughly 76x earnings and a market cap above $323 billion, investors are paying a lot upfront for continued AI demand.
My Take For You: SanDisk has the right sector exposure, but the stock has already priced in a near-perfect memory cycle.
My Verdict: Sell this. The risk is that profit-taking hits fast if AI memory enthusiasm cools or geopolitical stress weighs on growth stocks.
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AI Infrastructure
Corning Inc Has a Cleaner AI Infrastructure Story Than Most
Corning Inc (NYSE: GLW) is becoming one of the quieter winners of the AI infrastructure buildout. The stock is up more than 276% over the past year as investors focus on demand for optical communications, fiber, and high-speed data transmission.
The thesis is simple. Bigger AI data centers need faster movement of data across servers, racks, and facilities. That increases demand for fiber-optic solutions and connectivity products.
Corning sits directly in that lane. Its Optical Communications business is expected to grow from about $8.1 billion in fiscal 2026 revenue to $12.7 billion by 2028.
That gives the story real numbers, not just AI branding. Corning is not trying to invent a new market. It is selling critical infrastructure into a market that already needs more bandwidth.
The stock is not cheap. It trades around 93.7x trailing earnings and has already had a major run. That makes entry discipline important.
But compared with the most crowded AI hardware trades, Corning has a clearer industrial role. It supplies the physical backbone that AI data centers need to keep scaling.
My Take For You: Corning is expensive, but its AI infrastructure exposure is real, measurable, and tied to a multi-year optical communications growth cycle.
My Verdict: Buy this. The risk is that valuation pressure hits the stock if AI infrastructure spending slows or revenue growth fails to match expectations.
What did Albert Einstein say is the eighth wonder of the world?
Movers and Shakers
Apogee Therapeutics [APGE]: Premarket Move: +54%
Apogee is soaring after reports that AbbVie is close to buying the inflammatory-disease biotech for nearly $11 billion in cash. The reported price would be roughly a 60% premium to Apogee’s prior close.
The deal makes strategic sense. Apogee’s lead drug, zumilokibart, is being studied as a longer-acting alternative to Dupixent, which generated $17.8 billion in revenue last year. Big Pharma wants pipeline depth, and immunology is still one of AbbVie’s core hunting grounds.
My Take: Take the win if you already own it, and do not chase the stock after a 50% premarket gap. The easy money is now in the deal spread, and any delay or walk-back hits late buyers fast.
Arcosa [ACA]: Premarket Move: +12%
Arcosa is jumping after reports that CRH is nearing a deal to buy the Dallas-based construction-products company. Arcosa has a market value near $7 billion, and the deal would reportedly cost more than $8 billion, including debt.
This is a clean infrastructure angle. Arcosa brings aggregates, crushed concrete, engineered structures, utility products, telecom towers, and lighting poles. That fits directly with CRH’s push deeper into U.S. construction demand after moving its listing to New York.
My Take: Stay with the deal momentum if you already own it, but do not chase above $150 without confirmed terms. This is now a takeover trade, and unfinished talks can erase the premium in one headline.
Horizon Quantum Holdings [HQ]: Premarket Move: −12%
Horizon Quantum is pulling back after a massive run. The stock closed at $32 after gaining more than 193% over seven days and roughly 225% over 90 days, so today’s drop looks like a momentum reset.
The bullish story is still there. Horizon is positioned around quantum software, including its Beryllium programming language and Triple Alpha development environment. But after a move that sharp, the market stops rewarding the story and starts testing how much real adoption is priced in.
My Take: Take profits and wait for a better entry. Quantum software is an exciting theme, but a stock that triples in a week deserves a cooldown before new money steps in.
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Everything Else
💼 Leadership at the top of the market is starting to shift, as investors search for the next group of stocks capable of carrying the new cycle.
🕊️ U.S.-Iran talks are moving toward a possible roadmap, with Switzerland and Lebanon pulled into the deconfliction process.
🧱 China is tightening trade curbs on some U.S. companies as export controls and the Pentagon list keep reshaping business ties.
🏠 Homeowners are tapping home equity again, but higher rates are making the borrowing math harder to ignore.
📉 WiseTech shares tumbled after reports that police are investigating founder Richard White, putting fresh pressure on the software company.
📡 Australia is selling advanced radar technology to Canada in a record $1.7 billion deal, adding momentum to defense spending.
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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