Laser Eyes, Gas Lines, and a Data Center Hangover

One company finally gave the market the growth it wanted, one old-school utility is quietly winning trust, and one AI-linked name discovered that flashy top-line numbers can still get booed if the rest of the quarter shows up looking wrinkled. We’ll show you which move may deserve a small starter, which one works better as a watch-list calm-down play, and which one may still need a cooler entry.

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

Futures are easing a bit after yesterday’s monster relief rally, as traders try to figure out whether this Iran pause is the start of a real off-ramp or just a two-week timeout with trust issues. The mood is better than it was, but nobody is hanging the all-clear banner just yet.

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Earnings (Premarket):
• Neogen Corporation [NEOG]
• BlackBerry Limited [BB]
• The Simply Good Foods Company [SMPL]
• Byrna Technologies, Inc. [BYRN]
• Northern Technologies International Corporation [NTIC]

Earnings (Aftermarket):
• WD-40 Company [WDFC]
• Simulations Plus, Inc. [SLP]

Economic Reports:
• Personal income (Feb): 8:30 am
• Personal spending (Feb): 8:30 am
• PCE index (Feb): 8:30 am
• PCE, year-over-year: 8:30 am
• Core PCE index (Feb): 8:30 am
• Core PCE, year-over-year: 8:30 am
• GDP, second revision (Q4): 8:30 am
• Initial jobless claims (April 4): 8:30 am
• Wholesale inventories (Feb): 10:00 am

A major apparel insider just lined up a $7.6 million proposed sale, while two new tech titan executives cashed out nearly $105 million combined after the stock’s huge run. That kind of movement can be an early clue that some of the people closest to the story are getting more eager to lock in gains than press for more upside.

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STAAR Surgical Co [STAA] is jumping because the company dropped a preliminary sales update that looked a whole lot healthier than the market expected. When a stock goes from will they or won’t they to actually, yes, sales are running strong, traders tend to stop frowning and start buying before the coffee gets cold.

China did a lot of the heavy lifting here, and after last year’s inventory mess, that is a pretty nice sentence for shareholders to read.

The bigger point is that STAAR Surgical Co [STAA] did not just post better numbers. It also reminded investors that this business still has a pulse and that the clean-up plan may be working. That matters because once a growth stock loses momentum, the market can start acting like the company forgot how to sell anything at all.

A strong quarter does not fix everything, especially with management still refusing to hand out a nice neat forecast, but it does help move the story from oh no to maybe hold on a second.

For you, this looks less like a forever all-clear and more like a company finally giving people a reason to believe again. Good start. Still needs follow-through.

My Take For You: If you are curious, let the first pop cool a bit and see if buyers stick around. If you already own it, this is the kind of bounce worth respecting.

My Verdict: Better story, better sales, better mood. Promising rebound, but still not a no-drama hold.

Southwest Gas Holdings Inc [SWX] is not exactly the type of stock that usually kicks the door open and demands attention, which is probably part of why the recent strength stands out.

Shares are sitting near a fresh one-year high, analysts have gotten friendlier, and the market seems increasingly willing to reward the company for being steady while a lot of other names are busy acting like toddlers with energy drinks. That kind of dependable vibe can get surprisingly attractive when investors are tired of drama.

That does not mean the story is flawless. Southwest Gas Holdings Inc [SWX] missed quarterly earnings estimates and revenue was down from a year earlier, so this is not some magical everything-is-perfect fairy tale.

But it did guide above where analysts were roughly sitting for the year, and that seems to be enough to keep the market interested. Sometimes a utility does not need to be exciting. It just needs to look a little sturdier than people feared. In a shaky tape, that can go a long way.

For you, this is the classic low-voltage setup. Not thrilling, but not supposed to be. It is the investing version of someone who shows up on time and pays the bill without making it weird.

My Take For You: Fine for a calmer watch-list name or a small defensive buy on dips, but do not chase a utility like it just invented the internet.

My Verdict: Steady and more interesting than usual. Not flashy, but quietly earning its keep.

Whitney Tilson shocked the nation on 60 Minutes when he accused a major company of poisoning its customers.

The investigation won an Emmy and the stock fell nearly 80%. (He also called the housing crisis and the collapse of Bear Stearns and Lehman Brothers).

Now, he's releasing his next big story. He says a dangerous pattern is forming, and most Americans have no idea how exposed they really are.

For the full presentation, go here.

Applied Digital Corp [APLD] did the part companies usually hope is enough. Revenue crushed expectations, adjusted earnings looked good, and the core business showed signs of real profitability.

Then the stock fell anyway, which is the market’s special way of saying nice quarter, but we read the whole thing. The main buzzkill was the widening GAAP loss, helped along by an ugly impairment charge and the usual costs that show up when a company is expanding like it is trying to build a small city.

That is the tension with Applied Digital Corp [APLD] right now. The growth story is loud and exciting, and the demand for AI data center capacity looks real. That part is easy to like.

But investors are also being asked to squint past the accounting bruises, trust the expansion spend, and believe the big buildout will eventually make the current mess look worth it. Sometimes the market is happy to do that. Sometimes it wants a little more proof and a little less chaos. Today looks like one of those proof days.

For you, this is not a bad story. It is just a hot one, and hot stories get punished fast when the details are even slightly less pretty than the headline.

My Take For You: Do not rush to catch this just because the revenue beat looked shiny. Let it settle and see whether buyers come back for the real story, not the first reaction.

My Verdict: Strong demand, messy optics, and still very much a prove-it trade. Interesting, but not exactly relaxed.

Clarivate is getting a little lift because the market likes the sound of AI and data moats showing up in the same sentence. The new AI50 benchmark helps remind people this company still has a seat at the information grown-ups table, even if the path back to real profits is still a bit messy.

Nice story, but the math still matters, and this stock has not exactly earned blind trust lately.

Adecoagro keeps climbing because momentum is a powerful drug and agriculture names can look pretty charming when the tape is friendly. The issue is the stock has already had a huge run, and now it is starting to look like everyone showed up to the farm party at once.

That does not mean it drops today, but it does mean upside may be sharing a chair with valuation risk.

Teradyne had a monster day, hit a fresh high, and now it is cooling off a bit because even hot stocks have to breathe sometime. The Intel and AI excitement is real, but after a move like that, some traders are going to lock in gains before breakfast and ask questions later.

This looks more like digestion than disaster. Still, highfliers can get wobbly when everyone is already leaning the same way.

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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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