The Chip Stock That’s Turning Supply Tightness Into Profit

Prices are up, demand is hot, and the market’s giving this name credit for discipline at last. Margins are breaking out, and we see plenty of upside still on the table. Here’s how you can make a move.

Institutions avoided crypto for years. No rules, no structures. That era is over.

Now the smartest money is moving into digital treasuries — companies that hold crypto directly on their balance sheets.

MicroStrategy did it with Bitcoin. MetaPlanet did it in Japan. Each time, the stock traded at a premium far above the asset value.

But here’s what’s different this time: the treasury isn’t passive.

BNB can be staked. Nodes can earn ongoing rewards. Custodial programs can generate yield. Even at conservative rates, this means millions in annual revenue.

One company has already built a $368 million BNB treasury, the largest in the world. Yet its market value sits at a fraction of Bitcoin treasuries.

With $100–200 billion projected to flow into digital treasuries over the next 12 months, the first mover in BNB could capture the lion’s share of that capital.

Read the full story before Wall Street 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.

A chipmaker’s earnings beat (+46% rev) sprinkled some AI pixie dust with the S&P futures up, Dow a hair green, Nasdaq following suit. But after Tuesday’s “is AI overpriced?” wobble, traders are tiptoeing into jobless claims, PCE on Friday, and a possible D.C. shutdown.

Keep your seatbelt and maybe your stop-loss fastened.

Elite Trade Club now offers text alerts — so you get trending stocks and market-moving news sent straight to your phone before the bell.

Email’s great. Texts are faster.

👉 Click here to get our pre-market report to your cell for free!

You’ll be first in line when the market starts moving.

Premarket Earnings:

Aftermarket Earnings:

Economic Reports:

Rigetti Computing (NASDAQ: RGTI) just jumped after a 25 bps Fed cut juiced long-duration tech and the Air Force wrote a $5.8M check for quantum work. Toss in chatter about potential policy support and you’ve got a tape that behaves like espresso on an empty stomach.

The setup is simple, as when money gets cheaper, profit later stories get louder, and government logos validate a plan that’s still mostly R&D. Momentum is doing the heavy lifting, and the 52-week range looks like a ski slope.

Here’s the rub. The stock sprinted past many targets and slid into overbought territory. Gross margins are still negative, cash burn is real, and quantum timelines love to slip. Great science doesn’t equal smooth revenue, and one soft headline can turn a moonshot into a yard sale.

My Take For You: If you’re trading, treat it like a hot pan with quick in, quick out. Buy strength through fresh highs only with tight stops, or try dips toward recent support with defined risk.

Do you have a longer horizon? Then make a starter position at most, add only if contracts scale and milestones hit on time. Watch volume. If it thins out while price grinds, the party’s ending.

My Verdict: Speculative Buy for traders, watchlist for investors.

Energy Fuels (NYSEAMERICAN: UUUU) has been the uranium kid who’s suddenly acing every test. Shares have soared as uranium prices rebound and the company ramps production from U.S. assets, anchored by the White Mesa Mill, the only operating conventional uranium mill in the country.

Management is guiding to more pounds out the door, lower costs as Pinyon Plain ore blends in, and a growing rare-earths lane (hello, NdPr oxide and dysprosium pilots) that could become a real second engine. Add a debt-free balance sheet, and the story screens clean.

Two checks, though.

First, valuation’s no longer a secret handshake: after a triple, expectations hum.

Second, uranium is a commodity with a temperament: policy swings, utility contracting cycles, and spot price squiggles can yank multiples around. Execution risk on REE scaling and permitting is real, even if the strategic logic is great.

My Take For You: If you already own it, trail stops and let it run into strength and trim rips to sleep at night. Want in? Don’t chase vertical candles.

Nibble on pullbacks toward prior support or after contract wins and processing updates confirm the cost curve. Pair it with another uranium name to diversify fuel types and timelines.

My Verdict: Buy on pullbacks, hold if you’ve got gains.

This brand's not Nike-and that's the point. It's fast, tech-driven, and built for viral drops.

Now, it has equity backing from one of college sports' most iconic names.

Find out why Bama is betting on this company.

Micron’s having its “HBM and chill” moment. After a blowout quarter, JPMorgan and Deutsche hit the gas on price targets ($220 and $200), and guidance says gross margins should crest 50% for the first time since 2019. AI isn’t just minting GPUs, it’s minting memory profits.

HBM revenue jumped again, DRAM pricing is firm, NAND’s less soggy, and the company is leaning into mix where the dollars live. Street math now assumes tight supply, disciplined capex, and hyperscalers that keep ordering like teenagers at a buffet.

But it’s still memory. Beautiful, brutal, cyclical memory. If pricing cools or new capacity sneaks in, those rosy margins can deflate faster than a beach ball in cactus country. Competition won’t nap forever, and HBM contracts for 2026+ are still a bit mysterious. You’re buying a great setup with some classic semis caveats.

My Take For You: If you own it, stay strapped to the trend and let the margin story work. New money should ccale in on red days rather than chase green ones, and keep an eye on HBM lead times and utilization. Above recent highs, momentum traders can press; below the 50-day, patience beats heroics.

My Verdict: Buy on dips, momentum-friendly hold if you’re already in. Bank of America expects its tech-driven strategy to fuel future growth.

Yesterday it gapped down hard, today it’s clawing back. Analysts bumped the rating to “hold,” and a Hong Kong fund just picked up shares, giving bulls a reason to hang around. Year-to-date it’s still a 15x rocket, even if the last two days felt like turbulence.

Lithium king has been crushed this year, but signs of life keep showing up. Earnings beat lowered expectations, cost cuts are filtering through, and technically, the stock’s trading above its 200-day.

The problem is that lithium prices are still weak, and Wall Street remains lukewarm with a hold.

Not the Ford you’re thinking of. After a 500% moonshot this year, FORD now wants to tokenize its stock on Solana. That’s buzzy, but regulators haven’t signed off, and selling pressure is hitting after the hype.

Still, holding 3% of all Solana gives it crypto street cred most Nasdaq names can’t touch.

On Behalf of First Majestic Silver Corp.

There are thousands of silver companies listed around the world.

But only a few actually produce silver.

And right now, one of those producers is being ignored.

It operates four active mines.

Is on track to produce over 30 million silver-equivalent ounces this year.

And just reported $264.2 million in quarterly revenue with $56.6 million in net earnings.

Yet the stock still trades under $10.

Meanwhile, institutions are already positioning.

Silver-backed ETFs have taken in 95 million ounces this year.

Sprott’s new Silver Miners & Physical ETF surged past $100 million AUM in just months.

Governments have declared silver a “critical mineral” and are stockpiling supply.

The smart money is here.  But this stock hasn’t moved yet.

That creates a rare setup.

You’re looking at a proven producer, generating real cash, selling silver into one of the strongest markets in more than a decade…

Yet still valued at just a fraction of its bigger peers.

When silver moves, producers always lead.

In 2011, silver climbed 175%.

Producers multiplied even faster.

The market has not caught up to this opportunity.  But it will.

And when it does, the biggest gains will go to the few producers already pulling metal out of the ground.

Right now this one is still under $10.

That window won’t stay open long.

Get the full report now before institutions push it higher.

*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

Click here to get our daily newsletter straight to your cell for free.

P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.