VIP Exclusive: Debt Collectors, AI Drones, and Memory Chips Steal the Show

A debt collector’s IPO taps soaring consumer debt, an AI drone leader eyes earnings upside, a memory chip giant faces a high-stakes report, and a satellite stock rides institutional momentum. Here’s your Elite Trade Club watchlist to navigate this week’s action.

Crisis-Ready Strategy (Sponsored)

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AeroVironment

Ticker: AVAV | Market Cap: $8.62B | Catalyst: Earnings on Tuesday

AeroVironment’s Q4 earnings, due Tuesday, could ignite shares as battlefield autonomy demand surges. 

Consensus expects $0.25 EPS on $194M revenue, but the focus is on AVAV’s $763.5M backlog, nearly doubled from last year, driven by Pentagon’s Replicator program and Switchblade 600 orders. AI-powered ARK and AVACORE kits, enabling autonomous strikes, boost margins (Q3 hit 38%). A new Utah plant doubles capacity, mitigating weather risks that caused problems in the past. 

Despite a lofty 42x forward P/E, Replicator’s $500M funding and global drone demand justify upside. Watch for Utah plant updates and budget risks facility development hiccups could stall momentum, but AVAV’s AI edge and DoD entrenchment makes it a winner with long-term potential.

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A sweeping new rule hits this July—prompting major banks to shift capital into physical gold.

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Economist Peter Schiff put it bluntly: “It’s now the only form of money trusted by the banking system.”

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Micron Technology


Ticker: MU | Market Cap: $138.13B | Catalyst: Earnings on Wednesday

Q3 earnings could move Micron’s ~$123.00 share price despite its 46% YTD surge, vastly outpacing the NASDAQ-100 and even semiconductor peers by 9-10x (Nvidia climbed “just 7% on the year, for comparison, and QQQ increased by a slim 3%).

Analysts expect $8.83B in revenue (up 6% from guidance) and $1.59 EPS, led by the Compute and Networking unit (53% of H1 revenue). High Bandwidth Memory sales, topping $1B last quarter, should drive growth, with HBM4 chips targeting 2026. 

A negative free cash flow ($14B CAPEX) and a 0.44% FCF yield raise concerns. Insider selling ($3M in June) and high valuation warrant caution. Watch HBM updates and margins, as even a modest miss could trigger a nosedive.

AST SpaceMobile


Ticker: ASTS | Market Cap: $15.08B | Catalyst: Recent Momentum

AST SpaceMobile’s nearly-$46 per share price reflects surging momentum, up 86% in a month, yet the price action feels disciplined, not erratic like retail-driven meme stocks. 

Institutional heavyweights like Rakuten, Vanguard, BlackRock, Alphabet hold 239M shares, signaling conviction as smart money increasingly adds to its collective position. A $550M spectrum deal with Ligado for 80+ years of mid-band access, backed by a term loan, bolsters its satellite-to-smartphone network while recent Russell 1000 inclusion this month adds visibility. 

With a consistent revenue on the horizon cap and BlueBird satellite progress, ASTS’s steady climb suggests institutional confidence, though high volatility warrants caution.

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Hyperscale Data


Ticker: GPUS | Market Cap:$12.46M  | Catalyst: High Short Interest

A penny stock at $1.53 per share, Hyperscale faces intense 40.7% short interest, setting up a potential squeeze.

The nano-cap market cap AI data center firm popped in May after a $9.7M gain from deconsolidating Avalanche International but the rally was short lived, with the stock trading -70% since the news.

Its Michigan facility’s pivot to AI infrastructure taps booming demand, though convertible notes converting to shares is pressuring the price (but cleaning up its balance sheet, to be fair). Trading near all-time lows, a catalyst like strong Q2 results or AI contract wins could spark a short-covering rally. Volatility (year-high $9.98) and debt risks loom, so tread carefully.

Asana

Ticker: ASAN | Market Cap: $3.09B  | Catalyst: Oversold

Asana is undeniably oversold with a 29 RSI, signaling a potential rebound after a 17.71% post-earnings drop. 

Despite beating Q1 estimates with $187.3M revenue (up 9% YoY) and $0.05 EPS, macro concerns and a 95% net retention rate spooked investors. 

A $100M contract and 20% growth in $100K+ ARR customers (728 total) highlight strength, but billings ($175M vs. $213M expected) disappointed. 

With a raised 5.5% FY2026 operating margin guide, analysts are mixed but lean bearish. Macro risks linger, but the oversold setup suggests a short-term bounce for nimble traders.

Jefferson Capital


Ticker:JCAP | Catalyst: IPO on Thursday

Jefferson Capital’s IPO, set for Thursday, targets a $1.1B valuation, raising $170M via 10M shares at $15-$17. The firm’s $488M revenue (up 34.1% in 2024) and $128.9M profit stem from buying charged-off consumer loans at a discount from banks, lenders, and utilities across the US, Canada, UK, and Latin America. 

Its analytics-driven model manages nonperforming accounts, working with debtors to recover payments, enhanced by Mumbai co-sourcing. Macro tailwinds, such as a shockingly-high $17.7T US consumer debt and tariff-immune operations, fuel growth.

Ultimately, JCAP’s niche debt recovery focus carries regulatory risks but offers upside for bold investors. 

From a debt buyer’s market debut to an AI drone stock’s earnings catalyst, a memory chip titan’s pivotal report, and a satellite player’s institutional surge, this week’s Elite Trade Club picks promise volatility. Stay sharp and position wisely to capitalize on the moves ahead.

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Jeremy Flint
Elite Trade Club

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