This AI Supplier Just Hit a Capacity Breakout For Your Portfolio

Forget the headlines about chips, because without storage, AI goes nowhere. This stock just posted massive gains on new tech, record-high capacity sales, and plans to return cash to your portfolio.

A Message From HUB Cyber Security Ltd.

Every major financial meltdown has started with a blind spot.

Subprime mortgages. Junk bonds. Derivatives.

Today’s blind spot is AI-powered data overload. 

Banks thought AI would solve their compliance and security nightmares. Instead, it’s accelerating the chaos. More data. Faster flows. Higher risk.

And that’s where a breakthrough platform is changing the game. Instead of wasting billions building fragile “data lakes,” this company created a Secured Data Fabric that weaves legacy systems together, encrypts every flow, and automates compliance in real time.

The payoff is immediate. 

Compliance costs cut by 50%. Onboarding shrunk from weeks to days. All with military-grade security built by veterans of Israel’s elite intelligence units.

Contracts are already stacking. A $25 million annual recurring KYC deal. A €20 million modernization project for a European bank. A US expansion pipeline that could push revenue to $100 million by Q1 2026.

Yet here’s the disconnect: this stock trades at a $21 million market cap. 

Compare that to Palantir at $366B, Snowflake at $73B, and CrowdStrike at $103B. They solve adjacent problems. This one goes further by embedding security and compliance into the very fabric of data itself.

With only 9.7 million shares in the float, scarcity could ignite explosive moves on any new contract.

This is why investors are calling it the most overlooked AI story in finance today.

Click here to see why timing is critical. Get the stock symbol here.

*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.

The S&P and Nasdaq are still climbing after Monday’s record highs, oil is edging up, and traders are buckling in as the Fed meeting kicks off. The Dow’s basically flat, just catching its breath.

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Let’s talk lithium, because the market can’t stop talking about it. Albemarle is still the most shorted name in materials, even after a UBS upgrade nudged it from “Sell” to “Neutral” with an $89 target.

Shorts argue “lower for longer” on lithium pricing, but the upgrade hints China supply actions may be tightening the screws on that thesis. Meanwhile, the stock’s had a rough year, the dividend is serviceable, and sentiment swings faster than a TikTok trend.

Here’s the deal for you, though. Demand (EVs, storage) is not dead, it’s just digesting. Supply headlines (project delays, policy pivots) can spark face-melting rallies in heavily shorted names. But fundamentals still rule with contract mix, cost curve position, and capex timing decide who survives the cycle with their margins intact.

Why it Matters: You want cyclicals when the cycle turns, not when the party’s over. If pricing stabilizes and contract resets improve, earnings torque is real in this one, because operating leverage cuts both ways.

Your Takeaway: You’ll see opportunity if you can trade the tape first and underwrite fundamentals second. Map levels here. Add on constructive bases, respect stops if momentum fades.

If you’re investing, demand visibility on cash costs, project cadence, and contract coverage. Play squeezes tactically, but build core only if the numbers start cooperating.

You want AI exposure that doesn’t require mortgaging your soul for a single chip? Meet the picks-and-shovels with advanced packaging and test. Amkor just posted a clean beat (revenue and EPS), raised a few eyebrows with fresh analyst targets ($27–$28 territory), and even sprinkled in a dividend.

Institutions are nibbling, the balance sheet’s sane, and the story is simple. More chips → more packaging/test → higher utilization and better margins, especially on leading-edge work tied to high-performance compute.

But keep it real. This is still a cyclical name. Under-utilization in legacy lines and chunky capex can crimp near-term profitability, and consensus says “fair value-ish” until growth reaccelerates. The good news is the setup looks better than it did, as momentum’s improving, guidance implies an upswing, and the AI supply chain keeps pulling capacity to the front of the line.

Why it Matters: AI isn’t just fancy silicon; it’s assembly, reliability, and throughput. If packaging capacity stays tight, operators with scale and tech know-how can earn a better spread.

Your Takeaway: Ride this cycle with guardrails. You can trade breakouts toward the high-20s on volume, and for a longer hold, scale in on dips and watch utilization and mix (HPC/auto wins) like a hawk.

It’s the semis middle mile, with less spotlight than GPUs, but plenty of ways to get paid if the AI build-out keeps compounding.

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Extraordinary opportunities don’t come often. Don’t miss this one.

Top up the coffee, this one’s a fun combo of hype and hardware. You’ve watched AI light up GPUs, now you’re seeing the knock-on effect in storage. Seagate just ripped to fresh highs on a cocktail of fat Q4 beats, 30%+ revenue growth, a 40% jump in mass-capacity sales, and real traction for its HAMR drives (think: denser platters, more data per dollar).

Add price-target bumps (hello $200–$215) and talk of buybacks coming back online, and suddenly the hard-disk veteran looks like an AI infrastructure play in plain clothes.

You should lean in as hyperscalers are stuffing racks for training and inference, and those clusters eat petabytes. Seagate lives there. But stay humble, as this is still a cyclical, capital-intensive biz with competition and execution risk on the HAMR ramp, and a lot of AI enthusiasm already in the price after a monster YTD move.

Why it Matters: If GPUs are the engines, storage is the gas tank. As AI workloads scale, data gravity favors whoever can ship dense, reliable, cheap capacity, exactly Seagate’s lane.

Your Takeaway: You’ll see opportunity if you want AI exposure beyond chips. Trade strength on new hyperscale wins and HAMR updates; for longer holds, scale on pullbacks and demand proof that margins stay firm as units ramp.

Don’t chase every spike, and let the trend, not the headline, be your guide.

Disney just turned the page, literally, taking a stake and handing Webtoon the keys to Marvel, Star Wars, and 35,000 comics for a new subscription platform. You can see dollar signs in every speech bubble, sending shares flying like a superhero cape in Times Square.

Ivanhoe just bagged a massive exploration deal in Saudi Arabia, adding 1,300+ square km of licenses right next to a historic gold mine. Bulls see copper, gold, and Vision 2030 tailwinds, while bears see cash burn and a balance sheet that looks like a prospector’s map. Lots of holes.

Oscar’s handing out $350M in convertible notes, Wall Street’s least favorite flavor of dilution. The pitch is that it funds AI projects, member perks, and expansion. The reality is that EPS is still negative, and bulls have to swallow some short-term pain.

The escalating trade tensions are reshaping the AI market.

With Washington tightening export restrictions on advanced AI chips to China, giants like Nvidia face steep revenue losses.

This disruption creates a rare opening for U.S.-based AI innovators, and I’ve pinpointed 9 under-the-radar companies with:

Get all 9 tickers, financials, and growth forecasts in my free report: “Top 9 AI Stocks for This Month.”

Markets are moving fast—catch these plays before the crowd.

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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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