Presented by Good Morning Alerts: Insiders say Elon has spent two years building a secret device inside Tesla — one he claims will be "10x bigger than the largest product in history." The reveal is expected September 21, and Drew Callahan is naming 3 stocks positioned for it, free. See all 3 tickers before the Sept 21 reveal →

Guidance is the only thing the market is reading this morning. The names that raised an outlook are up double digits, and the one that beat, raised its full year, and still guided a single quarter light is down 20% for the trouble.

Below that, the damage is more familiar: a software miss on the top line, and a retailer whose beat couldn't survive a closer look at its highest-margin categories. The only clean bid in the tape came from crude, which has nothing to do with earnings at all.

Dear Reader,

I've given away a lot of research over the years.

I've never had more people ask for one report than this one.

Insider sources say Elon has spent two years building a secret device inside Tesla's facilities...

...one he claims will be "10x bigger than the largest product in history."

The reveal is expected September 21.

And today I'm giving you the names and ticker symbols of 3 stocks positioned for it.

Click here to see all 3 tickers, free of charge.

Not a preview.

Not the first letter of each name.

All 3 full ticker symbols, plus our analyst's entry guidance, free.

Here's why I think you should at least read it.

The last "10x bigger than the iPhone" claim anyone laughed off was the iPhone itself.

Apple ran as high as 7,537% from those early days.

Even Nvidia's CEO is on record calling this "the next biggest opportunity after AI."

Get the free briefing here.

No credit card.

No trial.

You'll also get a bonus 4th pick... the one our analyst calls the most undervalued name in the whole supply chain.

The briefing comes down after the Sept 21 reveal.

Read it before then.

Regards,

Drew Callahan
Good Morning Alerts

^{This ad is sent on behalf of Stable Financial Publishing, 1013 Centre Road Suite 403-D, Wilmington, DE 19805. Nothing here is personalized investment advice, and past performance (including the Apple figures cited) does not guarantee future results. Privacy: https://guardian.pub/privacy-policy/ · Terms: https://guardian.pub/terms-of-service/}

Signet Jewelers (SIG): +11%

The jewelry retailer cleared second-quarter estimates comfortably and then raised its full-year earnings guidance on top of it. Specialty retail has been a punishing place to operate, so a beat paired with an upward revision is a rarer combination than it looks. That pairing, not the quarter alone, is what the market is paying for here.

Chime Financial (CHYM): +10%

The fintech beat on second-quarter earnings, but the outlook is doing the heavy lifting: third quarter revenue guidance landed well above what the street had modeled. For a 2025 IPO still proving out its unit economics, an outlook that clears consensus by that margin is exactly the credibility the story needed.

Mission Produce (AVO): +8%

The avocado grower and distributor beat every analyst estimate on the board for its fiscal third quarter, on both earnings and revenue. A clean sweep like that is unusual for a produce company managing volatile input costs and shifting harvest cycles, and it removes the excuse investors have been using to discount the name.

ExxonMobil (XOM): +1%

Energy names caught a bid after Brent crude topped $100 for the first time since July on escalating tension between the US and Iran. The S&P energy sector ETF moved roughly in line with Exxon itself, which tells you this is a commodity trade rather than a company one. Geopolitical crude spikes tend to reward the integrated majors first.

ServiceTitan (TTAN): -20%

The software company beat on second-quarter revenue and even raised its full-year outlook, but third-quarter guidance came in below what analysts were modeling. That is the trade the market keeps making right now: a good quarter behind you counts for far less than a soft one in front of you.

Braze (BRZE): -12%

The customer engagement platform beat on earnings but fell short on revenue, and the top line is what this category gets valued on. For a growth software name, a revenue miss reads as a demand question rather than a cost one, and demand questions are expensive right now.

Casey's General Stores (CASY): -12%

Earnings and revenue both cleared expectations for the fiscal first quarter, so the damage came from underneath the headline. Fuel sales slipped year over year, and prepared food and dispensed beverages, the higher-margin engine of this business, grew more slowly than anticipated. Convenience retail lives on those inside-the-store categories, which is why a modest shortfall there outweighed the beat.

Dear Reader,

Mark your calendar for September 21.

That's the day insider sources expect Elon to unveil the product he's been hiding inside Tesla's facilities.

It's not a car.

It's not a rocket.

He's calling it "10x bigger than the largest product in history."

The last time a claim that bold turned out to be true, the product was called the iPhone...

...and investors who owned Apple beforehand saw it run as high as 7,537%.

Our analyst believes this launch could be bigger.

So does Nvidia's CEO, who called it "the next biggest opportunity after AI."

We just published a free briefing naming 3 stocks positioned for the launch.

Each one sits in the device's supply chain.

Each one trades on a regular U.S. exchange today.

And each one is still priced like the market has no idea what's coming.

Click here to get all 3 names and tickers, free.

No credit card required.

You'll also get a bonus 4th pick... the most undervalued name in the entire supply chain, according to our analyst.

Sept 21 is only weeks away.

After the reveal, this briefing comes down.

Read it now, before the launch.

Regards,

Drew Callahan
Good Morning Alerts

^{This ad is sent on behalf of Stable Financial Publishing, 1013 Centre Road Suite 403-D, Wilmington, DE 19805. Nothing here is personalized investment advice, and past performance (including the Apple figures cited) does not guarantee future results. Privacy: https://guardian.pub/privacy-policy/ · Terms: https://guardian.pub/terms-of-service/}

AeroVironment (AVAV)

The defense technology name reports fiscal first-quarter results after the close today, and the retail conversation around it is unusually split. Chatter on StockTwits has centered less on the headline numbers than on backlog commentary and margin trends, with several posters flagging that volume has been building into the print.

The setup is what makes it interesting: the stock is down roughly 40% year to date despite a run of contract wins, including a large Army directed energy award, and short interest sits near 10% of the float. Tonight's report could either validate that drawdown or give the drone and counter-drone trade a reason to re-rate.

✌️That’s it for today.