Call it a meet-cute for compute. A headline customer, a warrant kicker, and a runway of orders that could turn guidance into guidance-plus. Just remember that rockets have gravity and warrants have math.
Next Powerhouse Stock (Sponsored)
Elon Musk once said Tesla’s energy business will grow faster than its car business. He was right. Tesla sold $10 billion in storage last year alone.
Now think about this. The global battery storage industry is on pace to hit $465 billion by 2030, up from $265 billion today. That is nearly 75% growth in just five years.
Meanwhile, electricity prices are already climbing. US rates jumped 6.5% since 2024. Analysts say they could rise another 8% nationwide by 2030, with hot spots like Northern Virginia facing bills up to 25% higher. Families are desperate for a solution.
The giants proved the demand is real. Tesla, Enphase, and Generac are already worth billions. But the fastest upside rarely comes from the giants. It comes from the small, overlooked players.
One US company is already posting triple-digit revenue growth. It grew revenue by more than 200% last year and has multimillion-dollar orders stacking up. Yet the stock trades at just $177 million.
And here is the kicker. Trump’s new tariffs could add up to 34% penalties on foreign batteries. That’s a pain for rivals, but a tailwind for this small US stock.
This is how major fortunes are made. The market is massive, the growth is proven, and Wall Street is still asleep.
Visit this link to get the full story now.
*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.
Futures at a Glance📈
Flat moves after another record lap. The market’s catching its breath while the M&A-and-AI remix keeps thumping. With the shutdown blackout, Fed minutes and policy chatter take center stage, and early earnings start to drizzle later this week.
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What to Watch
Premarket Earnings:
McCormick & Company, Incorporated [MKC]
Aftermarket Earnings:
Penguin Solutions, Inc. [PENG]
Saratoga Investment Corp [SAR]
Economic Reports:
U.S. Trade Deficit [Aug.] (subject to delay): 8:30 am
Atlanta Fed President Bostic Remarks: 10:00 am
Fed Vice Chair for Supervision Bowman—Welcoming Remarks: 10:05 am
Fed Governor Stephen Miran Remarks: 10:45 am
Minneapolis Fed President Kashkari Remarks: 11:30 am
Consumer Credit [Aug.]: 3:00 pm
Fed Governor Stephen Miran Remarks: 4:05 pm
Semiconductors
Amkor Breaks Ground, Breaks Out
Amkor Technology (NASDAQ: AMKR) just put shovels in Arizona dirt for what it calls the first high-volume outsourced advanced packaging campus in the U.S., and the market gave it a standing O. The plan scales to two facilities and a cool $7B, with cleanrooms big enough to host a Taylor Swift tour and timelines that point to production early 2028.
This means the chip bottleneck is shifting from wafers to packaging, and Amkor wants to be the TSA PreCheck lane for Apple, NVIDIA, and friends. The CHIPS incentives sweeten the math, while proximity to TSMC’s fabs turns Peoria into a full-stack silicon neighborhood.
Risks remain, because construction schedules slip, customers change specs mid-song, and pricing power lives or dies on utilization. But strategically, this moves Amkor from helpful vendor to must-have node in the U.S. supply chain. The dividend is small, the P/E is mid, and the optionality is large, which is exactly how packaging stories get re-rated when the cycle behaves.
My Take For You: You can make a starter position work on green days, add on any retrace toward prior resistance, and keep a mental stop under the pre-news base. This is a capacity and customer capture story, so watch bookings and long-term agreements.
My Verdict: Accumulate on weakness, not euphoria, and let the shovels do the talking.
Consumer Brands
Modelo Still Pours, But Guidance Bites the Lime
Constellation Brands (NYSE: STZ) beat on revenue and EPS, then reminded everyone the full-year outlook is still on a diet. Tariffs on aluminum are nibbling margins, the macro bar tab is high, and the company flagged softer demand in a key demo.
That is not the fiesta headline bulls wanted, yet the core beer engine keeps humming and the brands still own prime shelf space. Mix that with a near-3% yield and you get a stock that drinks like value but behaves like a premium label in choppy markets.
The catch is operating leverage cuts both ways when pricing slows and costs refuse to. The guide trim keeps a lid on multiple expansion until investors see either accelerating depletions, cleaner promo cadence, or relief on input costs. Near term, expect every headline about immigration, tariffs, or consumer stress to slosh the glass.
My Take For You: If you rode the bounce, consider trimming into strength and recycle on dips closer to recent lows. Fresh money can scale in slowly, but only if you are buying the brand moat and not chasing a quarter.
My Verdict: Hold if you’re collecting the dividend and trust the portfolio, buy only on red days until the outlook stops moving backward.
Next Peptide Plays (Sponsored)
On Behalf of Pangea Natural Foods
Celebrities already know the secret.
Some athletes swear by it.
Certain billionaires experiment with it.
They’re called peptides. Tiny amino acid chains that help cells repair, restore, and recover.
For years, only the wealthy could afford access. Concierge doctors charged thousands for injections. Everyone else was shut out.
But something has changed.
Needles are no longer required.
Now capsules, creams, and wearable patches are making peptides available to the mass market. The same benefits without the syringes or infusions.
This is not a minor shift. It’s the barrier that kept the mainstream out for decades. With it removed, adoption can move fast.
History shows what could happen next. Novo Nordisk built a $600 billion empire around one peptide therapy called Ozempic. Eli Lilly reached $680 billion leaning into the same science. Smaller firms like Zealand Pharma and Rhythm grew from micro-caps to billion-dollar valuations.
The pattern is clear.
When Wall Street realizes a company controls innovation in peptides, the trajectory changes.
And right now, a Canadian player has a first-mover advantage in needle-free delivery. With a public float that’s a fraction of peers and a valuation in the single-digit millions, this setup could attract attention quickly.
The window for early positioning never stays open for long.
Get the full report now.
*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.
AI Hardware
The Date With Destiny Comes With Warrants
Advanced Micro Devices (NASDAQ: AMD) just locked in the kind of phone-a-friend every chipmaker dreams about, a multi-year pact that has OpenAI deploying waves of Instinct GPUs and holding performance-based warrants that could become a chunky ownership slice.
It is validation for the company, a second source for hyperscalers, and a giant billboard that says the accelerator duopoly is now a little less duo. Street models are racing to keep up while targets leapfrog, but remember, warrants can dilute, ramps can slip, and capacity is still a logistics Sudoku that depends on foundries, substrates, and the power grid.
The stock ripped like it found rocket fuel, which is great if you owned it last week and tricky if you met it at the party yesterday. The right way to think about this is backlog plus execution, not headlines plus hopium. If shipments hit on time and silicon lands at promised perf per watt, operating leverage will introduce itself politely.
My Take For You: Let winners be winners, but trail stops because parabolic moves love gravity. If you are flat, look for red-to-green setups or pullbacks toward rising support rather than buying mid-air.
My Verdict: Core hold for AI infrastructure, add on dips, and respect the speed limit after a historic gap.
Poll: You can only invest in one theme forever — which do you pick?
Movers and Shakers
James Hardie Industries [JHX]: Premarket Move: +12%
Prelim sales crushed expectations and the stock’s acting like housing just got a stimulus check. Siding & Trim didn’t fall off a cliff, dealers didn’t purge as much inventory as feared, and that AZEK pickup is putting a little extra shine on the deck-and-rail aisle.
That means less doom in new builds, more pull-through in remodels, and a guide update coming next month to keep everyone guessing. This is like finding out your fixer-upper only needs paint, not plumbing. Relief rallies are real, but they burn fast.
My Take: Let it run, then fade the euphoria into prior resistance if you’re trading. If you’re investing, nibble, as this is still a rates-and-housing-cycle story, so keep stops tight and don’t size it like a megacap.
IREN Ltd [IREN]: Premarket Move: +12%
New multi-year AI cloud deals plus future Blackwell GPU deployments, and the chart’s doing wind sprints again. Management’s talking big run-rate revenue off 23k GPUs and campuses ready to swallow six figures of accelerators, which is catnip for momentum funds. But it’s also capital hungry, power hungry, and priced like perfection.
This is your old bitcoin miner showing up in a suit saying “I do AI now.” Love the glow-up, still check the bank account and electric bill.
My Take: Momentum buy on dips only, with hard stops. Great while the GPU gravy train rolls, but remember this one is tethered to deliveries, power buildouts, and funding, don’t let a hot tape cook your risk management.
Solaris Energy Infrastructure [SEI]: Premarket Move: −5%
$650M in converts landed with a soft thud, cheap coupon, cap calls to blunt dilution, proceeds aimed at paying down debt and buying turbines. Smart balance-sheet work, but convert headlines usually hand the shorts a free latte. The long game is grow faster, fund cheaper, the short game is yikes, overhang.
It’s like announcing a gym membership. Good for you long term, painful the first week.
My Take: If you’re long, breathe. Refi + capacity buys are the right moves. If you’re window-shopping, let the convert dust settle and look for a base to form before you swing.
America’s Next Winner (Sponsored)
Every big shift in energy starts the same way. The giants prove the model. Then a smaller company with the right edge captures the early growth.
Today, the giants are Tesla, Enphase, and Generac. They showed energy storage works. They proved that without batteries, solar and wind collapse the moment the sun sets or the wind dies.
Elon Musk even said storage will grow bigger than Tesla’s car business. Last year, the company deployed 31.4 GWh of energy storage.
But the real prize is ahead. The US storage market is expected to climb to $465 billion by 2030, a 75% jump from today’s $265 billion.
And there is a small US stock that is already surging. Revenue has grown by more than 200% year over year. Distributor orders are topping millions. And the market cap? Just $177 million.
While Trump’s new tariffs of up to 34% threaten to crush Chinese and Southeast Asian imports, this company’s US and Austrian supply chain puts it in the perfect position to benefit. Rivals get squeezed, while this stock gains ground.
The billionaires have already placed their bets on batteries. Musk. Gates. Bezos. Google. Even Robert Downey Jr.
The question is, will you place yours before Wall Street wakes up?
Unlock the name and symbol now to get the full story.
*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
The Polymarket stake says Wall Street now wants to bet on literally everything, including whether Wall Street will bet on literally everything.
A miner got a government roommate after the U.S. takes a stake in Trilogy Metals. Nothing like Uncle Sam showing up with a hard hat.
The World Bank raises forecast for China, apparently deciding trade tensions are just background noise to a double espresso economy.
Gold hit an all-time high as investors panic-bought bling and whispered sweet nothings about rate cuts to their vaults.
A new 25% tariff on big rigs starts next month, so trucking costs may get a fresh set of chrome, plus a bigger bill.
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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