Signal Boost From A Share Scoop Ready For You

A fresh buyback put a cushion under the chart, but the real story is still cloud growth, sticky usage, and whether AI-powered search and observability can do the heavy lifting. We’re weighing if repurchases are a trampoline or just padding.

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.

Quiet drift into Friday as the S&P and Nasdaq futures a hair higher, Dow up a token smidge as chip cheer offsets yesterday’s fade from records.

Shutdown day 10 = data desert, so kinda hanging out until 10 a.m. ET consumer sentiment. Real spark hits next week when the banks crack open earnings.

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Earnings Today:

Economic Reports:

China just tapped the brakes on Qualcomm’s (NASDAQ: QCOM) Autotalks deal, and the stock did that, oh no, not the regulators shuffle. This isn’t a business-ending plot twist, more like an annoying side quest: the big questions are how deep SAMR digs, how long it drags on, and whether any fixes touch pricing, licensing, or the auto roadmap.

Remember, Beijing’s been side-eyeing U.S. chip names lately, so headlines can compress multiples even when the engine’s fine. Under the hood, handset seasonality, Android share, RF content, and that slow-burn auto/IoT pipeline still matter more than today’s drama.

Cash is solid, but the model lives or dies on mobile recovery and auto momentum, not press releases. Charts? Regulatory fog can linger longer than your patience, but prior support zones usually attract the value scavengers.

My Take For You: If you own it, no need to rage-sell. Consider a light hedge or trim into bounces while the dust settles. If you’re flat, hunt red-to-green turns or scale in on ugly tape, not euphoric pops.

My Verdict: Keep it on the core watchlist. Add on regulation-scare weakness, harvest into relief rallies. Policy noise is loud; the franchise still travels.

Applied Digital showed up with a tidy revenue beat and a smaller loss, and the buyers basically yelled, “we like power cords.” The glow-up story is less crypto landlord, more AI compute hotel with multi-year leases and rising utilization.

The downsides are there too, with negative free cash flow, construction and grid risk, and the eternal question of whether customers pay exactly when the CFO hopes. This is a contracts > feelings situation, with tenants’ credit, term length, escalators, and take-or-pay clauses deciding multiple ways more than headlines.

If those hold, operating leverage should kick in as sites fill and overhead stops doing cardio. If not, capital markets will hand out humility like party favors. Near term, momentum folks will chase higher highs, long term, the adults want invoices turning into cash and churn staying boring.

My Take For You: You can ride it, just size it like a speculation and keep stops tight. Builders build; tourists chase.

My Verdict: Speculative buy on orderly pullbacks if you believe in the AI data-center land grab. Track cash runway, power procurement, and contract conversion, because megawatts don’t pay for themselves.

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Don’t just settle for growth. Aim for massive.

Elastic just approved a $500M buyback, which is corporate for we’re confident and also tired of watching our own stock sulk. Cute, but buybacks don’t write code, product velocity does.

The investment case is land with search, expand into observability/security, then sprinkle AI (vector search, semantic, RAG) to make workloads stickier than honey on a keyboard. You should watch cloud ARR vs. self-managed, net-revenue retention stabilizing, and margins holding as AI features nibble at COGS.

Competition? Plenty, from hyperscaler-native tools to open-source forks, so packaging and pricing need to be as sharp as the product. If cloud mix climbs and NRR perks up, the multiple can heal, but if growth yawns, buybacks become a padded room, not a trampoline. Technically, repurchases can turn face-plants into controlled slides, which is lovely for nibblers with patience.

My Take For You: Already long? Chill and trade around a core, trim the sugar highs, add the moody dips. New money? Nibble, don’t cannonball, while you watch cloud metrics and margin cadence.

My Verdict: Quality mid-cap with self-help levers. Accumulate on weakness, reassess if growth reignites, or if buybacks start doing all the heavy lifting.

Reuters says Washington is kicking the tires on an equity stake in the Greenland rare-earths play, basically converting a $50M Defense Production Act grant app into ~8% ownership. That’s a neon sign that DC wants magnets without depending on Beijing. Shares went vertical on the chatter and tagged post-listing highs.

On top of that, the company lined up a fresh $35M PIPE to push Tanbreez forward. Great for the war chest, but remember: Greenland rocks move slowly, permits move slower, and government roommates can cut both ways if terms disappoint.

AI hosting deals keep piling up, and the Google-backed safety net isn’t hurting the vibe. The miner-turned-datacenter landlord is surfing fresh highs as it lines up more megawatts and turns racks into rent checks.

Feels like watching a Bitcoin bro flip the garage into an AI co-lo and somehow land a Fortune 50 roommate. Cool trick, just remember capex and execution don’t read Twitter.

An arbitration loss to BP over LNG cargoes hit like a rogue wave, reviving fears about more legal chop ahead. Investors don’t love the phrase damages plus interest, and the stock is acting like someone just slammed the emergency stop.

This is the part of the movie where lawyers replace engineers on the slide deck. Headlines > fundamentals, at least for today.

The numbers do not lie.

The US energy storage industry is already booming. From $265 billion today, it is projected to reach $465 billion by 2030. That is 75% growth in just a few short years.

And electricity bills are rising fast. Since 2024, US power costs are up 6.5%. Analysts see another 8% jump nationwide by 2030, with some states facing 30% to 60% spikes. Families need backup. Businesses need resilience. Utilities need stability.

The giants are capitalizing. Tesla booked more than $10 billion in storage revenue. Enphase pulled in $356 million in a single quarter. Generac sold hundreds of millions.

But here is the opening. One US battery stock is still tiny. It trades at just $177 million but already posted three straight record quarters. Revenue has more than tripled year over year, and multimillion-dollar orders keep building.

Now add Trump’s new tariff bombshell. Starting in 2026, imported batteries could face penalties of up to 34%. Enphase has already warned margins will drop by 6 to 8 points. But this small company sources from the US and Austria. Instead of pain, tariffs become profit.

This is exactly the kind of setup early investors dream about. Big market. Fast growth. A small cap positioned to win while giants stumble.

Click here to learn the details before the crowd catches on.

*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.

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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