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A fresh Buy call just put some swagger back into this muscle-mover, with hype building around data that could turn small gains into real strength. Cool your jets, though, as biotech rallies love a sprint, then a stumble, and dilution is always lurking.
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This is a paid advertisement for Vero3 Limited’s Regulation CF offering. Please read the offering circular at https://invest.vero3.com/. Timelines are subject to change. Listing on the NASDAQ is contingent upon necessary approvals, and reserving a ticker symbol does not guarantee a company’s public listing.
Futures at a Glance📈
Wall Street’s shaking off Friday’s wobble. Green shoots across the board as cooler heads prevail on the U.S.–China drama, and the chip crowd is first out of the gate. Tech’s back in the driver’s seat as the AI trade just found its sunglasses again.
Plot twist, though. The government shutdown still hangs over everything, and the bond market’s snoozing for the holiday. Big-bank earnings hit next, so today feels like the sound check before the main act. Enjoy the bounce, but keep one eye on the stage crew.
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What to Watch
Premarket Earnings:
Fastenal Company [FAST]
Aftermarket Earnings:
Rocky Mountain Chocolate Factory [RMCF]
Economic Reports:
Columbus Day (U.S.): none scheduled
Philadelphia Fed President Anna Paulson Speech: 12:55 pm
Materials
Rare Earths Get Their Main Character Moment
USA Rare Earth (NASDAQ: USAR) woke up spicy, ripping on chatter that Washington wants a deeper cache of magnets and metals while Beijing tightens the export spigot. Put simply, when the two biggest players in the sandbox start arguing over who brings the shovel, anything with “NdPr” in the deck gets a bid. Add in retail hype and whispers that stockpiling could accelerate, and you get a premarket trampoline.
Zoom out, though. The story here is capital and calendars. Mining is a marathon with expensive shoes, and processing capacity is still the choke point in the West. Even if volumes scale, you need long term contracts, real offtake, and financing that survives a commodity cycle.
Any fresh equity raises to fund buildouts can ding the share count, and geopolitics can move sentiment faster than drill results.
My Take For You: If you bought before this, trail stops and feed the ducks. If you are flat, let it cool and hunt red-to-green flips rather than paying peak adrenaline.
Watch for confirmed supply deals, funding milestones, and evidence of domestic processing ramps. If pricing spikes, check margins, not just headlines.
My Verdict: Speculative buy on pullbacks with strict risk. Fun to rent when the macro siren is blaring. Own only if you can stomach policy whiplash and capex reality.
Materials
Magnets, Moats, and a Pentagon Safety Net for MP
MP Materials (NYSE: MP) has morphed from “nice mine, bro” to a national supply chain keystone. Between a 10-year purchase backstop from the Defense Department and a marquee magnet pact with a certain fruit-themed gadget maker, the company now enjoys something rare in rare earths: visibility.
The market loves visibility, hence the face-melting rally and new eyes on Mountain Pass and the Texas magnet plant.
Here is the catch. Big promises need big execution. Separation and magnet lines have to ramp cleanly, costs must behave, and the price floor cannot become a crutch if spot cools.
Client concentration is real, and every headline out of China can swing sentiment like a driver on a par four. Also, this is still a capital-intensive heavy industry. Cash flow matters more than tweets.
My Take For You: Already long from lower? Let winners be winners and staircase your stop. Thinking of chasing after a giant green candle? Better to wait for a sideways drift or a test of rising support than to buy mid-air.
Track magnet output milestones, unit costs, and the split between spot exposure and contracted volumes.
My Verdict: Core hold for U.S. critical minerals. Add on dips, not spikes. The thesis works if the magnet factory hums and cash generation follows.
Early Entry Advantage (Sponsored)
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These picks were chosen because they stand out with:
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In the past, this exact type of report has uncovered stocks that posted triple digit runs of +175%, +498%, even +673%.¹
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Biotech
Muscle Memory Meets Wall Street Memory With Scholar Rock
Scholar Rock (NASDAQ: SRRK) picked up a fresh Buy from a big bank, and suddenly everyone remembered why the ticker lives on watchlists. The pitch is elegant.
Tweak the myostatin pathway and you might meaningfully move the needle in muscle function. That kind of mechanism with receipts draws serious investors, especially with multiple shots on goal and institutions quietly adding shares.
But it is still biotech land. Data calendars can bless your P&L or kick it down the stairs. Safety labeling can change messaging overnight. And yes, dilution is a lifestyle if you are not cash flow positive yet.
The stock has run before, then took a nap, which is a reminder that even great science trades like a caffeinated squirrel around catalysts.
My Take For You: If you are in from cheaper, trim into strength and keep a runner for data. If you are window shopping, build a toehold only if you accept binary risk. Position sizing is the edge here.
Circle the next readouts, cash runway, and any partnering signals that reduce financing overhang. Vol spikes are your friend when managing risk.
My Verdict: Quality science with a real shot, but treat it like a catalyst vehicle. Accumulate on red days ahead of events, sell rips, and never forget the parachute.
Poll: Which statement do you agree with most?
Movers and Shakers
Immatics [IMTX]: Premarket Move: +16%
Guggenheim just slapped a fresh Buy on this cancer-fighter, and traders are treating it like a miracle infusion. Heavy-hitter funds are already camped out on the cap table, and the upside targets floating around are spicy enough to make momentum chasers forget what clinical risk means.
It’s the classic small-cap biotech cocktail: big TAM, early data sizzle, and a rumor mill that never sleeps. But the path from poster to product is paved with dilution and timelines that slip like socks on hardwood.
My Take: Trade the heat, don’t marry it. Scale quick profits, keep a stop under yesterday’s breakout, and only upgrade to hold it if the next clinical update actually moves the efficacy needle.
Energy Fuels [UUUU]: Premarket Move: +13%
Uranium is hot and rare earths are, well, rarer. This name’s riding both waves after showing progress on U.S.-made magnet materials while the macro winds howl in its favor. Add a chunky convert raise that topped off the war chest and you’ve got a miner acting like a momentum stock.
Just remember that commodity upcycles can turn on a tweet, and mine-to-magnet isn’t a weekend project. Execution, permits, and prices still write the ending.
My Take: Let it run while the uranium drumbeat is thumping, but don’t chase vertical candles. Starter size on green days, add on orderly pullbacks toward rising support. If you’re long from lower, trail stops and enjoy the glow.
Fastenal [FAST]: Premarket Move: −4%
A one-cent EPS miss isn’t a tragedy, but when you’re priced like a quality compounder, the bar is sky-high. Revenue landed right on the button, yet the market heard “meh” and hit the markdown bin before the opening bell.
This feels less like broken fundamentals and more like a premium name getting its nails trimmed. If margins hold and demand doesn’t wobble, the dip crowd will sniff around soon enough.
My Take: Watch for stabilization near recent support and let the first bounce fail before trying a nibble. Long-term holders can sit tight; tourists should wait for a cleaner setup rather than catching a falling bolt.
Tiny Energy Stock (Sponsored)
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.
Everything Else
JPMorgan’s $10B splash into key industries basically turns a megabank into your neighborhood VC, just with fewer hoodies and way more commas.
U.S.–China trust fading fast means more tariffs, more tit-for-tat, and more traders pretending geopolitics was their major all along.
Xiaomi plunge after a fatal EV crash has investors asking whether smart doors should prioritize, you know, opening.
Gold record with silver tagging along like an overachieving sibling, as apparently the safe haven is now a crowded beach.
Big Pharma’s testing DTC price cuts because nothing says we hear you like bypassing the middleman and trimming the bill (a little).
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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