*Presented by EnergyX: The United States just discovered a massive lithium reserve in the Appalachia region, a 328-year supply based on America’s 2025 import totals. That’s a huge opportunity for this private company. Become an early-stage EnergyX investor before the 7/16 deadline.

Crypto is setting the tone this morning. A fresh leg higher in bitcoin is lifting the names most leveraged to it, while Wall Street hands out upgrades and bold price targets to a pair of conviction plays. A nine-figure defense contract rounds out the winners' column.

The other side of the tape is about giving back. Yesterday's hottest IPO is cooling off, the market's most crowded trade keeps bleeding, and a European court just handed one giant a multibillion-dollar bill.

SpaceX plans to IPO at a $1.77T valuation. If true, they’d be the tenth-most-valuable public company by the time the average person can invest.

The lesson? The biggest growth today comes at the private stage, like Uber, which delivered 490,000% returns to First Round Capital.

Now a similar dynamic’s playing out in lithium, with EnergyX crossing a $1B private valuation. Only this time, you can invest at the private stage, too.

Because lithium powers everything from EVs to data centers, EnergyX has earned an investment from General Motors. Demand will grow 5X by 2040, and EnergyX’s tech can recover up to 3X more lithium than traditional methods.

Now, they hold rights to up to 13M tons of lithium across North and South America. Become an early-stage EnergyX investor before the 7/16 deadline.

Strategy (MSTR): +6%

The crypto treasury company is riding bitcoin's move through $61,000, with the coin now pacing for a two-day rally of 4.5%. Strategy is effectively a leveraged bet on bitcoin, so a coin-level rally shows up in the stock with extra force.

AeroVironment (AVAV): +5%

The defense technology company won a $500 million contract with the US Army to develop counter-drone capabilities. A nine-figure award aimed at one of the military's most pressing problems is exactly the kind of win that keeps a defense name on buyers' lists.

Palantir (PLTR): +2%

Shares are climbing after DA Davidson upgraded the stock to Buy from Neutral, with analysts calling the valuation the most attractive it has been in some time. The stock is pacing to end the shortened trading week up more than 15%, so the upgrade is landing on a name already in motion.

Bending Spoons (BSP): -6%

Shares of the Italian technology company are pulling back after a red-hot public market debut on Wednesday, when the stock soared almost 40% from its IPO price. A cooldown after a first-day pop that size reads less like a verdict and more like a breather, and early trading in fresh listings tends to be noisy.

Sandisk (SNDK): -1%

The memory name is lower again after tumbling more than 10% on Wednesday, part of a broader round of profit-taking across the group as the new quarter begins. When a trade gets as crowded as memory did, the first sellers tend to find plenty of company.

Alphabet (GOOGL): -1%

The Google parent is trading lower after a European court upheld its 4.1 billion euro ($4.67 billion) antitrust fine, the tail end of a 2018 decision punishing the company for giving its own apps an unfair edge on Android. The fine itself is old news; the reaction says investors were hoping the appeal would land differently.

The United States just discovered a massive lithium reserve in the Appalachia region, a 328-year supply based on America’s 2025 import totals.

With Morgan Stanley forecasting an 80,000-ton shortage this year alone, the sooner we can tap into it the better.

For companies like EnergyX, that spells opportunity. Their patented tech can recover lithium 500X faster than traditional methods. And where those only recover roughly 30% of available lithium, EnergyX recovers over 90%. It’s why industry leaders like General Motors have already invested.

With rights to up to 13M tons of untapped lithium across North and South America, EnergyX is already an emerging lithium power. They even just opened America’s largest lithium production facility of its kind in Texas.

All of which puts them on the short list of companies capable of turning massive reserves into fast results. Claim your piece of this lithium boom as an early-stage EnergyX investor before the 7/16 deadline.

Tesla (TSLA)

Tesla reports second-quarter delivery numbers this morning, and retail is unusually loud heading into the print. The estimate gap is one of the widest anyone can recall ahead of a Tesla delivery report, and Michael Burry just disclosed a short right before the number drops.

Sentiment on StockTwits flipped from bearish to bullish over the past week on high message volume, while the stock has lagged its megacap peers all year. Today's number could either confirm the demand recovery bulls have been positioning for or hand the skeptics fresh ammunition.

✌️That’s it for today.