Fresh Fits, Full Memory, and a Vacation Stock With A Hangover

This batch has a little of everything: a retailer that keeps executing, a chip name riding the AI spending wave, and a cruise stock that may be closer to bargain bin than broken. We’ll break down where to start small, where not to chase, and where a bounce could show up once the panic fades.

Earlier this year, a U.S. defense-linked consortium issued a request for proposals focused on nickel supply and processing capacity.

Now, one micro-cap subsea mining company has submitted a formal bid, putting itself into a supply chain conversation that’s growing increasingly urgent.

The backdrop: a push to secure domestic or allied sources of strategic materials used in advanced manufacturing and military systems.

It’s still early-stage, but this filing moves the story beyond a concept.

[View the Report]

*This communication is a paid advertisement published by Capital Gain Media Incorporated and does not constitute a recommendation, offer, or solicitation to buy or sell securities. Capital Gain Media Incorporated has been compensated by Deep Sea Minerals Corp. with four hundred thousand dollars (USD 400,000) plus applicable taxes for an ongoing marketing campaign, which includes the publication of this communication. This compensation constitutes a significant conflict of interest with respect to our impartiality. This communication is for entertainment and informational purposes only. Never invest solely on the basis of our communications. The owner of Capital Gain Media may buy or sell securities of this issuer for its own profit. Resource exploration and development is highly speculative and involves significant inherent risks. There is no guarantee that Deep Sea Minerals Corp will generate a return on investment. All forward-looking statements involve risks and uncertainties. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult a licensed financial advisor before making any investment decisions. For complete risk factors, refer to Deep Sea Minerals Corp.'s continuous disclosure documents available at www.sedarplus.ca.

Futures are ripping higher after Trump hit pause on Iran strikes for two weeks, giving traders a reason to breathe and oil a reason to fall out of bed. Tech is leading the premarket bounce, while the whole market is trading like it just got handed a temporary off-ramp from the panic.

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Earnings (Premarket):
• Delta Air Lines, Inc. [DAL]
• RPM International Inc. [RPM]

Earnings (Aftermarket):
• Constellation Brands Inc [STZ]
• Applied Digital Corporation [APLD]
• PriceSmart, Inc. [PSMT]
• Pure Cycle Corporation [PCYO]

Fed / Macro:
• San Francisco Fed President Mary Daly speaks: 1:05 pm
• Minutes of the Fed’s May FOMC meeting: 2:00 pm

Levi Strauss & Co (NYSE: LEVI) came out with the kind of quarter that usually earns a little more applause than a polite nod. Earnings beat, revenue beat, international markets pulled hard, and the women’s business kept doing a lot of the heavy lifting.

In other words, this was not just a denim company selling blue pants to the same old crowd. It looked more like a brand that is actually stretching into new lanes without splitting the seams.

The funny part is the stock did not throw a huge party right away, which sometimes happens when investors were already half-expecting good news. Still, the setup is easy to like.

When a company grows across regions, categories, and direct channels at the same time, that is a healthier story than a one-hit wonder wearing last year’s jacket. Tariffs and some distribution headaches are still hanging around, but at least management is dealing with those while the business is moving forward.

For you, the simple read is this: Levi Strauss & Co is starting to feel less like a legacy closet staple and more like a company with a few fresh moves left. That does not mean it runs straight up from here, but it does make the story easier to stick with.

My Take For You: If you are new, this looks like a reasonable name to start small on dips. If you already own it, this quarter gave you a decent reason to keep the jeans on.

My Verdict: Solid rebound story with less drama than most retail names. Not flashy, but it may keep fitting well if execution holds.

A major insurance shareholder just sold more than $51 million worth of stock, while a whole group of software insiders lined up proposed sales on the same day. Beneath the surface, this is the kind of insider activity that suggests some executives are getting a little more eager to de-risk while the broader market still wants to stay upbeat.

Upgrade to Pro to unlock tomorrow’s Insider Watch to see how these early shifts could lead to big wealth-generating opportunities for you.

Micron Technology Inc (NASDAQ: MU) got a fresh jolt after Samsung’s monster results basically told the market that the memory-chip party is still very much alive.

Add in a friendly analyst note and suddenly Micron was off to the races again, with investors leaning into the idea that AI demand is still stuffing the industry’s order book like a holiday carry-on. When one big player confirms the boom is real, the rest of the table usually gets pulled up too.

What makes this one interesting is that Micron is not just living off hype fumes. The story here is that memory pricing is holding up, supply still looks tight, and the race to serve Nvidia’s next wave of AI systems is getting more serious.

That is a good place to be if you sell the stuff the whole industry suddenly cannot seem to get enough of. It is still a hot chip stock, though, so you should expect some mood swings along the way.

For you, the move is not to treat every green day like a last chance. Great stories can still go on sale for a day or two when traders get too excited. The long-term setup looks strong, but the entry still matters.

My Take For You: If you missed the pop, do not chase it in a full sprint. Wait for a cooler day and let the stock come to you.

My Verdict: Strong story, real tailwinds, and still one of the cleaner ways to play the AI memory buildout. Just do not buy it like the market is closing tomorrow.

As global tensions rise, one company is quietly supporting every branch of the U.S. military.

Army. Navy. Air Force. Marines.

That company is SpaceX.

But what most people don’t realize is that it may not stay private forever.

There’s growing speculation that Elon Musk could eventually bring it public in what could be one of the largest IPOs ever.

If that happens, early positioning could be critical.

Click here to see how some investors are preparing

Carnival Corp (NYSE: CCL) has had one of those stretches where the stock goes from vacation mode to seasick in a hurry. Rising oil prices, Middle East tension, trip cancellations in that region, and lower profit guidance all helped knock the shine off the cruise story.

Investors saw fuel costs climbing and immediately started imagining vacationers staying home, which is usually enough to make a travel stock walk the plank for a while.

The catch is that the full story is not quite as ugly as the price action makes it look. Carnival is still cheap compared with a lot of the market, it has brought back the dividend, and management still thinks earnings and leverage can improve over time.

That does not erase the near-term headache, but it does suggest this is more stormy weather than iceberg. Cruise lines are always vulnerable when the macro mood gets messy, yet they also have a habit of looking most tempting right after investors get a little too dramatic.

For you, the play is patience with a life jacket. This is not the sort of name you cannonball into while headlines are still splashing around. But if oil cools and consumers keep spending, the bounce case gets more believable fast.

My Take For You: If you are interested, wait for the water to calm a bit and start small. If you already own it, keep the position modest and let the story prove itself again.

My Verdict: Risky, but not wrecked. Better for patient bargain hunters than panic buyers looking for instant sunshine.

Venture Global is getting tossed around by the same thing helping the broader market. Oil just fell hard after the U.S.-Iran ceasefire news, and that takes some of the heat out of the LNG trade even after analysts recently bumped their price targets.

This looks less like a company problem and more like energy traders hitting the brakes now that the panic premium is leaking out.

SanDisk is catching the same AI-memory tailwind lifting the whole chip corner after Samsung flagged a huge profit jump tied to booming memory demand. When one giant basically yells business is great, the cousins usually get invited to the party too.

The setup is strong, but this thing has already had a monster run, so do not act like premarket is a clearance sale.

CF Industries is getting whacked after the Iran ceasefire knocked oil and fertilizer names backward. This is the market unwinding the war trade in a hurry, and fertilizer stocks are taking one on the chin with it.

Nothing fancy here. When the fear bid leaves the commodity complex, stocks like this can go from sturdy to soggy before breakfast.

Oil prices are on the rise, putting the energy sector back in the spotlight.

Large banks have raised their crude outlooks, and investors are reexamining which companies could benefit most if supply risks persist.

In a new report, Zacks highlights three oil stocks standing out in the current market backdrop.

[View the briefing]

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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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