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When data centers, grid upgrades, and construction all need equipment on demand, the middleman can keep collecting.

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ASML

Ticker: ASML | Catalyst: The EUV moat still looks wide, even when the headlines get spicy

ASML is the bouncer at the most exclusive club in tech. If you want leading edge chips, you need extreme ultraviolet lithography tools, and ASML is the only one with the full, production-grade stack that fabs trust at scale. Every so often, a headline pops up about a potential challenger, a prototype, a workaround, a rumored shortcut. The market used to flinch. Now it often shrugs, because building a lab demo is not the same thing as running a factory that prints money 24-7 with near-perfect uptime.

The bigger story is still demand for advanced chips, and the long-term trend that the world wants more compute, more efficiency, and more capability. Even if some regions try to recreate parts of the tech, the time horizon is long and the execution risk is huge. That is why the moat narrative keeps coming back.

What to watch: Order momentum and backlog commentary, service revenue trends, updates on tool shipments, and any shifts in customer mix. If guidance stays steady and management sounds calm, the stock usually acts like the headlines were just noise.

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JPMorgan

Ticker: JPM | Catalyst: All-time highs, easing rate cycle optimism, and optionality from new product moves

JPMorgan is what happens when a bank decides to be good at basically everything. Consumer banking, commercial lending, investment banking, trading, wealth, payments, it has more levers than most peers, which helps it keep moving even when one engine is not firing perfectly. The stock is pushing all-time highs, with the market leaning into a softer rates narrative and a still-resilient economy.

The trade-off is valuation. At these levels, investors are paying up for execution and stability. But this is also the kind of name that tends to hold up better when the macro gets weird, because it has scale, a massive deposit base, and a track record of playing defense and offense at the same time.

What to watch: Net interest income guidance into 2026, credit quality and reserve builds, investment banking pipelines, and capital return signals like buybacks and dividend trajectory. If NII holds up better than feared as rates drift down, the stock can keep acting like the adult in the room.

Amazon

Ticker: AMZN | Catalyst: AWS is the profit engine, and AI spending is the fuel

Amazon has two personalities. The front end is retail and logistics, a gigantic machine that moves boxes and sells ads. The back end is AWS, where the margins live and where the AI narrative matters most. The bull case right now is that cloud growth is re-accelerating as capacity expands, and AI workloads keep stacking on top of the base business. Trainium is part of the pitch too, if AWS can offer better price-performance for certain workloads, it gives customers a reason to stay in the ecosystem.

The risk is the classic one, everybody is building data centers at the same time. If supply catches up to demand faster than expected, pricing gets competitive and margins feel the squeeze. Amazon can still win, but the market will care a lot about the quality and durability of demand.

What to watch: AWS growth rate and operating margin, capex pace, customer commentary on long-term commitments, and any hints of discounting. If growth stays north of expectations without margin slipping, the stock can keep justifying a premium multiple.

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NextEra Energy

Ticker: NEE | Catalyst: Power is the new bottleneck, and NextEra keeps getting invited to the table

AI is not just software. It is electricity, cooling, and grid capacity. NextEra sits in a sweet spot because it is both a massive utility operator and a major energy infrastructure developer. The story that keeps showing up is partnerships and long-term power deals tied to data centers and large tech demand. When big tech wants reliable, scalable power, it ends up talking to companies that can actually build and operate projects, not just tweet about them.

The stock is not a rocket ship, and it is rate sensitive like most utilities. But if the market starts treating power supply as a strategic asset for AI, a utility with development scale can look a lot more like infrastructure growth than a sleepy dividend play.

What to watch: Updates on large power purchase agreements, timeline and execution on new generation projects, regulatory tone, and any guidance around capital spending and earnings growth. If NextEra keeps stacking multi-year contracts, it strengthens the long runway story.

United Rentals

Ticker: URI | Catalyst: The toll booth on the buildout, plus a setup into earnings season

United Rentals is basically the closet everyone borrows from when a job needs to get done. Instead of buying an excavator, a generator, or a lift and then paying to store it, customers rent what they need, for as long as they need it, and move on. That sounds boring until you realize how many projects are running at once, infrastructure, reshoring, power generation, and data centers that need constant work and constant equipment.

The stock is up nicely on the year, but it is still well below its prior peak, which is why it keeps getting framed as a dip candidate. The simple bull case is that spending stays steady enough that fleet utilization and pricing hold up, and URI keeps doing what it does best, turning equipment into cash flow, then feeding buybacks and dividends.

What to watch: Rental rates and utilization, commentary on large projects like data centers and grid work, free cash flow conversion, and any signal that customers are extending rental durations instead of pausing projects. If rates hold firm while volumes stay stable, the market usually treats it like a green light.

Final Word

This week is a grab bag with a theme: real world leverage.

URI is the rent collector on the buildout, getting paid whether a company is building a data center, upgrading the grid, or breaking ground on the next big project.

ASML is the choke point for advanced chips, where the moat matters more than the rumor mill.

JPM is the steady hand, pricey but built to survive. Amazon is the AI scale bet with a margin engine attached. NextEra is the reminder that every AI dream still needs a power bill.

Pick your lane, tools, tolls, or electricity, size positions with respect, and let the next round of guidance tell you whether the cycle is still extending or finally catching its breath.

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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