Record Chips, Smarter Fleets, and Data Centers Calling the Electric Company

One chip name just reminded the market that AI infrastructure is still spending, one ops platform is quietly turning messy logistics into clean savings, and one utility just landed the kind of customer that never stops using power. We’ll show you where to start small, where to wait for a dip, and what to avoid chasing at the open.

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Futures are slipping as the market limps toward its worst week since October, with the Iran war and oil volatility keeping everyone jumpy. Stocks sold off hard yesterday, and traders are watching crude swings like it is the main character going into the weekend.

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Earnings (Premarket):
• Embraer S.A. [EMBJ]
• Algonquin Power & Utilities Corp. [AQN]
• Tsakos Energy Navigation Ltd [TEN]
• Methode Electronics, Inc. [MEI]

Earnings (Time Not Supplied):
• Telecom Argentina Stet - France Telecom S.A. [TEO]
• Twenty One Capital, Inc. [XXI]
• 4D Molecular Therapeutics, Inc. [FDMT]
• Dolly Varden Silver Corporation [DVS]

Economic Reports:
• U.S. employment report (Feb): 8:30 am
• U.S. unemployment rate (Feb): 8:30 am
• U.S. hourly wages (Feb): 8:30 am
• Hourly wages year over year: 8:30 am
• U.S. retail sales (delayed report) (Jan): 8:30 am
• Retail sales minus autos (Jan): 8:30 am
• Business inventories (Dec): 10:00 am
• Consumer credit (Jan): 3:00 pm

Fed Speakers:
• San Francisco Fed President Mary Daly speaks: 10:15 am
• Cleveland Fed President Beth Hammack speaks: 1:30 pm

Marvell Technology Inc [MRVL] ripped higher after putting up record results and talking up strong demand tied to AI infrastructure. This is the part of the chip cycle where the market stops asking if AI is real and starts asking who is getting paid the most for it. Marvell is raising its hand like the kid who did the homework early.

The easy way to think about it is Marvell sells the behind-the-scenes pieces that help data centers move data fast. When AI servers scale up, everything around them has to scale too. That is why these names can surprise people. They are not the headline chip, but they are part of the party.

The only risk is that expectations are getting spicy again. When a stock jumps this hard, traders will test it. The best entries usually show up after the first excitement fades, when you can see whether buyers are actually sticking around or just renting the stock for the day.

My Take For You: Do not chase the first jump. If it holds gains after the open, start small and add on a pullback.

My Verdict: Bullish setup, but price matters. Great theme, buy it like a grown-up.

Samsara Inc [IOT] popped after a strong quarter, and it is easy to see why. This company sells the kind of tools that help fleets and operators run tighter ships, fewer surprises, fewer accidents, fewer wasted hours. In a messy economy, saving time and money is always in style.

The bigger story is Samsara keeps landing bigger customers and getting them to add more products. That is like getting a gym member to actually show up and also buy the protein shakes. When that happens, revenue becomes stickier and the business starts looking less like a bet and more like a machine.

Still, this is a growth stock, and growth stocks can get moody. A good print can pop the stock, but the market will still watch how momentum holds in the next few weeks. You want follow-through, not a one-night celebration.

My Take For You: If it stays strong after the open, start small. Add only if it holds up for a few days and does not fade hard.

My Verdict: Strong story with real traction. Worth a spot on the buy list, but size it sensibly.

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Entergy Corp [ETR] is moving after highlighting big customer savings tied to data center agreements, which is the utility version of saying we found a new tenant who pays on time and wants to rent the whole building. Data centers are power-hungry, and utilities love predictable demand.

The pitch here is straightforward. If these agreements are structured well, existing customers get protection, the utility gets long-term growth, and the region gets investment and jobs. Everyone gets a slice, and nobody has to pretend this is a flashy tech story. It is just electricity, steady and paid.

The catch is always the same with utilities: regulators and timelines matter. These benefits play out over years, not weeks. So do not expect fireworks. This is more like a slow cooker than a microwave.

My Take For You: Treat dips as opportunities, not spikes. Start small and build over time if the story stays intact.

My Verdict: Defensive growth angle. Not exciting, but potentially very steady.

Tango Therapeutics is popping after Jefferies bumped the target, because nothing says good morning like an analyst giving your biotech a fresh espresso shot.

This one has already been on a wild run, so the crowd is clearly showing up for the story and the potential.

Karman Holdings is pushing higher even after an earnings miss because the company raised guidance, which is basically missing the shot but still winning the game.

Defense names have had a tailwind lately, and anything tied to missiles and hypersonics gets attention fast.

Ingram Micro Holding Corp is sliding after a secondary offering, which is the market’s way of saying cool story, but that is a lot of shares hitting the street.

The company is not getting the cash from this sale, so traders are treating it like supply overhang first, questions later.

Something big is happening in energy — right now.

An MIT genius has cracked a way to tap an energy source that never runs out.

The U.S. Department of Energy says it could supply power for billions of years.

Big Tech isn’t waiting — they’re already positioning themselves.

Here’s what’s driving the rush.

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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