Fizz Up, Chips Down, Guidance Flat with This Sneaky Stock

A global soda-and-snacks heavyweight just served a clean Q3 beat, with overseas fizz covering a sluggish U.S. snack aisle. A buzzy better-for-you soda is scaling. The real call now is whether this is a slow sip for steady cash flow or a full chug on operating leverage.

The numbers do not lie.

The US energy storage industry is already booming. From $265 billion today, it is projected to reach $465 billion by 2030. That is 75% growth in just a few short years.

And electricity bills are rising fast. Since 2024, US power costs are up 6.5%. Analysts see another 8% jump nationwide by 2030, with some states facing 30% to 60% spikes. Families need backup. Businesses need resilience. Utilities need stability.

The giants are capitalizing. Tesla booked more than $10 billion in storage revenue. Enphase pulled in $356 million in a single quarter. Generac sold hundreds of millions.

But here is the opening. One US battery stock is still tiny. It trades at just $177 million but already posted three straight record quarters. Revenue has more than tripled year over year, and multimillion-dollar orders keep building.

Now add Trump’s new tariff bombshell. Starting in 2026, imported batteries could face penalties of up to 34%. Enphase has already warned margins will drop by 6 to 8 points. But this small company sources from the US and Austria. Instead of pain, tariffs become profit.

This is exactly the kind of setup early investors dream about. Big market. Fast growth. A small cap positioned to win while giants stumble.

Click here to learn the details before the crowd catches on.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Wall Street’s sipping flat seltzer after yesterday’s confetti. S&P futures are barely moving, Nasdaq’s nudging lower, and the Dow’s doing a polite shrug while AI darlings keep the spotlight.

No data today thanks to the shutdown, so it’s all Fed talk: Powell, Bowman, and Daly hit the mic, which means we will parse every comma while deciding if they’re buying the dip or the dip’s cousin.

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Ferrari (NYSE: RACE) lifted the hood and told us the EV future is a little less electric. Its new plan is the 2030 mix at roughly 40% ICE, 40% hybrid, 20% full EV, which is half the prior EV target.

Purists cheer, momentum folks balk, and the stock did a graceful pirouette off the highs. The first full EV, elettrica, is still slated to hit garages in late 2026, and Maranello will keep the model cadence spicy with ~four launches a year into 2030.

Strategy reads like performance first, sockets second, which fits the brand of scarcity, sound, and sensation, just not the spreadsheet for an all-EV rush.

The good news is that demand still outstrips supply, and hybrids keep margins shiny. The rub: lower EV ambition cools the TAM story many growth investors paid up for. Execution on tech, battery packaging, and weight will matter more than press-day theatrics.

My Take For You: Long-time fans can strap in, as the story’s intact, just less futuristic. New money should wait for the air pocket to settle and look for entries when the smoke from Capital Markets Day clears.

My Verdict: Premier brand, premium multiple. Accumulate only on uglier red days; sizing small until we see the first EV’s performance, pricing, and waitlist.

MP Materials (NYSE: MP) just got the kind of customer commitment most industrials dream about: a decade-long purchase guarantee from the Pentagon with price floors and minimum EBITDA, plus a multi-year magnet deal with Apple.

Layer on halted China shipments and U.S. capacity ramps, and the narrative shifts from commodity yo-yo to strategic supplier with training wheels. That’s a cozy lane for scaling a domestic rare-earths supply chain, as predictable offtake while the plant hums to life.

But let’s not cosplay perfection. Ramps are lumpy, capex isn’t cheap, and cash flow can still look like a ski slope before it looks like a staircase. Customer concentration is a feature and a bug. If yields slip or timelines stretch, even safety-net contracts won’t stop the chart from wobbling.

My Take For You: If you rode it early, trim on strength and let the government backstop do the rest. If you’re flat, stalk red days and favor patience over FOMO, as you should own the moat, not the meme.

My Verdict: Strategic buy on pullbacks for long timelines. Keep a stop, watch capex discipline, and track milestone deliveries to DoD and Cupertino like a hawk.

The market rewards those who act early.

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Don’t just settle for growth. Aim for massive.

PepsiCo (NASDAQ: PEP) popped the cap on Q3 with a clean beat, powered by international fizz while U.S. snacks keep munching margins. Beverages in North America did their job, but chips were a chip-shot short again.

Guidance stayed put (low-single-digit organic growth, flat core EPS), which is CFO-speak for steady, not sexy. Meanwhile, the poppi buy is bubbling, with retail sales up >50% YoY and now flowing through the company’s distribution.

Activist noise is getting louder too. Elliott’s big stake is the kind of lawn sign that says we brought spreadsheets. Also, a finance seat shuffle with CFO Jamie Caulfield out, Steve Schmitt in adds a little extra carbonation to the story.

This is the classic staples trade in 2025. Strong brands, decent pricing power, and a consumer who still wants treats, just fewer of them per cart. The risk isn’t demand disappearing, it’s the category remix and promo discipline while aluminum/tariff gremlins lurk.

My Take For You: If you own it for dividends and durability, keep sipping. Traders can fade rips and buy dips, while investors can DRIP and chill. Watch mix, promo intensity, and whether beverages can keep carrying snacks.

My Verdict: Quality hold with defensive upside. Add on weakness and let activists do the heavy lifting while you collect the coupon.

Premium seats are paying the bills and fares are firming up, so guidance just got a little tailwind. Margins into next year look less middle seat misery and more lie-flat nap, which is exactly what airlines need after a bumpy spring.

It’s like the cabin crew just announced free upgrades for anyone with a pulse. Great, but capacity and fuel can still play turbulence.

A fresh direct offering hit the tape and the stock went up anyway. When investors buy the dilution, it usually means the story (defense contract, critical minerals drumbeat) is louder than the share count math.

Think of it as ordering a large pizza, then inviting two friends and somehow still having leftovers. Odd, but we’ll take it.

They announced a stock sale and biotech did what biotech does, hit the down button. Classic dilution jitters, not necessarily a thesis breaker, but it puts a dent in the mood.

It’s like your favorite band adding a surprise matinee. More tickets in the wild, same songs, slightly less special.

Every giant starts small.

Tesla once traded for just a few dollars. Enphase was a penny stock. Now they are worth billions because they were early in an industry about to explode.

Energy storage is the next boom. By 2030, the US market is projected at $465 billion, a 75% surge from today’s $265 billion. Electricity prices are rising too, up 6.5% since 2024, with some states warning of 30% to 60% hikes.

This is not a problem going away. It is a megatrend only getting stronger.

And sitting right in the middle is a small US company that nobody talks about. Market cap? Just $177 million. Growth? More than 200% revenue expansion year over year. Institutional ownership is already over 30%. And government-backed projects proving the model in the field.

The best part? Trump’s new tariffs. Rivals could face 34% penalties on imported batteries. Enphase already admitted it will hit margins. This small stock avoids the squeeze thanks to its US and Austrian supply chain.

This is the setup investors dream about. A tiny stock in a $465 billion industry, with triple-digit growth and the billionaires already betting big on the sector.

See the full story before the crowd catches on.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

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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