A fresh $750M war chest sounds like warp speed, but big money brings bigger expectations. You can surf the squeeze, but longer-term buyers should wait for signed orders, margin progress, and deployment timelines before sizing up this stock.
Triple-Digit Growth (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.
Futures at a Glance📈
New week, new hopium. A chunky regional bank mash-up and a chipmaker cozying up to an AI superstar have futures leaning green even with the shutdown slogging on.
With data in timeout, traders are vibing off M&A buzz and waiting for Fed talk later this week to set the mood. Any early wobble likely meets the classic buy-the-dip brigade.
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What to Watch
Aftermarket Earnings:
Constellation Brands Inc. [STZ]
Aehr Test Systems [AEHR]
Economic Reports:
Kansas City Fed President Jeff Schmid Speech: 5:00 pm
Space & Defense
Firefly Buys a Brain for Its Rockets
Firefly Aerospace (NASDAQ: FLY) just stapled a software brain onto its hardware muscles, agreeing to acquire national-security tech shop SciTec for roughly $855 million. That means fewer one-off launch receipts, more sticky defense analytics tied to missile warning, tracking, and all the alphabet-soup programs that pay on time.
The mix shifts from boom-or-bust launches to contracts that renew like gym memberships, except the Pentagon actually shows up. Shares perked up premarket, which is what happens when investors hear the words recurring, defense, and backlog in the same sentence.
This is the classic space roll-up play. Firefly gets payloads and planetary rides plus the data layer that tells customers what just flew by. The catch is the tab of the cash outlay now, stock issuance later, and integration risk always.
Also, the deal needs approvals, and defense revenue loves milestones almost as much as spreadsheets love delays. Still, if management executes, margins get heavier than a first-stage booster.
My Take For You: Traders can ride the M&A pop toward prior resistance, but keep a stop under the recent lows. Long-term folks should watch for contract wins that blend Firefly launch plus SciTec analytics, and for clean integration updates with no budget surprises.
My Verdict: Accumulate on dips if you believe the “hardware + software + defense” stack is the future. It’s a better business mix, just remember dilution and integration are the turbulence on ascent.
Clean Energy
Plug’s Hydrogen Balloon Floats Again
Plug Power (NASDAQ: PLUG) is doing victory laps after a thunderous upgrade lit the fuse and shorts scattered like pigeons in a park. The new bull case leans on improving project economics, policy tailwinds, and big reference deployments that finally look like customers, not just press releases.
When one loud target hike meets 30% short interest, you get a chart that looks like a soda bottle someone shook a little too hard. Under the hood, the story is simple. If power gets pricier and subsidies hold, green hydrogen looks less science fair and more industrial input.
That helps electrolyzers, helps fuel cells, and helps sentiment, which, let’s be honest, is half the hydrogen trade. The flip side is the same as always, as there’s losses, execution risk, and a balance sheet that needs adult supervision. A squeeze can take you places, but it can’t file a purchase order.
My Take For You: If you’re chasing momentum, size small and trail stops. Let the stock prove it can build higher lows instead of spike-and-fade. Investors should focus on signed offtakes, plant commissioning timelines, and cash burn trending the right way.
My Verdict: Speculative buy for thrill-seekers while the wind is at its back; longer-horizon buyers wait for evidence that revenue scales and margins follow. Great trade, unproven business.
In partnership with
Jeff Bezos Says This New Breakthrough is Like “Science Fiction”
He called it a “renaissance.” No wonder ~40,000 people backed Amazon partner Miso Robotics. Miso’s kitchen robots fried 4M food baskets for brands like White Castle. In a $1T industry with 144% employee turnover, that’s big. So are Miso’s partnerships with NVIDIA and Uber. Initial units of its newest robot sold out in one week. Invest before Miso’s bonus shares change on 10/9.
This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com.
Quantum Computing
Qubits Got Cash, Now Comes the Homework
Quantum Computing Inc. (NASDAQ: QUBT) raised a big, shiny $750 million, which is either rocket fuel for scaling photonic hardware or a very expensive way to learn dilution math.
The stock ripped into the news, then cooled in premarket because Wall Street loves growth until the share count shows up. Still, cash like this can turn lab demos into factories, field teams, and a backlog that’s more than conference-booth selfies.
Here’s the fork in the road. If management converts capital into shippable systems, installs on time, and inks real multi-year customers, the valuation starts to look less like a sci-fi screenplay.
If spending outruns wins, bears get fresh snacks. Quantum remains a land of acronyms, timelines, and promise, where headlines move faster than revenue recognition. But deep-pocketed balance sheets can pull forward learning curves, and that matters in frontier hardware.
My Take For You: Momentum traders can play the volatility bands, but respect the dilution hangover. Investors should wait for proof points: purchase orders with delivery dates, gross margins that don’t vanish, and deployments outside friendly pilot programs.
My Verdict: Watchlist with a starter position if you know your risk tolerance. The raise buys time to execute; now they have to. Show me shipments, margins, and renewals, and I’ll show you conviction.
Poll: Which would you most like to own during a market crash?
Movers and Shakers
Smurfit WestRock [SW]: Premarket Move: −6%
The cardboard king is feeling a little boxed in. Rich multiple for a sleepy packaging story and a long earnings slump has investors asking why they’re paying champagne prices for corrugated water. The dividend is chunky enough to make income folks peek, but guidance has to do the heavy lifting, not the yield.
Think integration hangover, input costs, and pricing power. If those don’t improve, the lofty P/E is just expensive wrapping paper. Near-term, it’s trading like a value stock that forgot to bring the value.
My Take: Income tourists can nibble only if you see stabilization and a base building, while traders should wait for a clean reclaim of yesterday’s range before trying a bounce. Keep stops tight, no reason to let a cardboard cut turn into a papercut.
Advanced Micro Devices [AMD]: Premarket Move: +25%
AI didn’t just order chips, it asked for a spare key. A blockbuster pact could hand a certain chatbot maker (yes, OpenAI) warrants for ~10% while committing to a multi-gigawatt rollout of accelerators. Big validation and a real shot at diversifying the AI supply chain.
But the gush comes later. Deployments start down the road, revenue recognition will trickle, and those warrants hint at future dilution. The AI circle of life works until one link (chips, power, sites, capital) hiccups.
My Take: Trade the pop with tight stops, and investors should scale on dips. Watch first-gigawatt delivery, Instinct margins, and follow-on deals.
UiPath [PATH]: Premarket Move: +10%
Robots got new friends at the cool AI lunch table, and traders noticed. Partnerships everywhere, sentiment screaming, and the underperformer look is suddenly getting a glow-up.
You have to love the story of bots chewing through back-office busywork at scale, but competition is a buffet, and budgets still need to sign on the dotted line. If adoption turns into ARR and margins, this can finally get out of the penalty box; if not, it’s just press-release cardio.
My Take: Momentum players can ride the pop, but keep those training wheels on. Add only if higher lows stick through the morning. Longer-term buyers wait for the next print to show net-new ARR acceleration and improving unit economics before you size up.
Emergency Briefing (Sponsored)
When you turn on the TV...
Every financial media outlet in America seems obsessed with rate-cuts...
What’s happening with China...
The current political situation...
And which direction the market is headed...
But one legendary market analyst says the mainstream has kept Americans clueless about the REAL storyline they should be paying attention to.
In fact, 99% of investors are set to miss out on one of the most significant opportunities in the market this year...
All from a government-mandated event he calls the “Pivot Point” happening on October 9th.
Looking back at peak historical data...
Investors could have had the opportunity to target gains as much as 533% in 1 week, 1,000% in 11 days, and even 3,700% within 11 days.
This government-mandated event is so important that the Monument Traders Alliance is hosting a LIVE Emergency Pivot Point Zero Hour Briefing on Wednesday, October 8th at 2 PM EST...
To reveal exactly how to target these 2,000% gains within weeks of the October 9th “Pivot Point”.
Click here to see the Emergency Pivot Point Zero Hour Briefing details.
Everything Else
Tesla dropped a cryptic teaser and now everyone’s guessing if it’s the long-teased Roadster or a budget EV. Cue the internet playing CSI on three seconds of b-roll.
Regional banking just did a merge dance, with one neighbor buying the other in an all-stock deal that screams “cost cuts first, bragging later.”
Tariffs are potholes and one luxury automaker just hit another, with a fresh profit warning as trade turmoil keeps popping tires.
Oil rolled out of bed slightly perkier after OPEC’s tweak, enough to annoy airlines, not enough to write a cowboy ballad.
Luxury’s speed-run is paying off in China, with early wins for Gucci’s fast-track makeover and Demna’s buzz machine.
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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