Dear Reader,
I believe what's inside these strange white crates will go down as Elon's greatest ever invention.
They are part of a new "super startup" that Elon is incubating within Tesla itself.
This new super startup has nothing to do with electric vehicles, space, social media, crypto, biotech, robots or AI…
In fact, 99.99% of Elon's followers have no idea about it…
It's quietly buried in financial statements, already putting billions in his pocket...
$12 billion in 2025 alone.
And that's just the beginning.
Because according to Adam O'Dell, the analyst who recommended Palantir before it became the top performer in the S&P 500…
As Adam shows here, it's at the center of what Blackstone, one of the world's largest asset managers, calls: "A $23 trillion investment opportunity".
And yet… virtually no one is reporting on this story.
You won't find any pundits discussing it on Fox Business or CNBC. And you certainly won't read about it in the pages of the Wall Street Journal or the New York Times.
But that won't last long.
Because when the news gets out about what's inside Elon's crates, and what they can do, it's going to be everywhere — from Fox News to your family's group chat.
Which is why Adam believes that anyone who understands what's going on here, and positions themselves before July 22, could walk away wealthier than they ever thought possible.
Regards,
Adam O'Dell
Chief Investment Strategist, Money & Markets
P.S. In this briefing, I also give away the name and ticker symbol of one of my top picks to play this new Elon opportunity — completely free. Go here to watch it now.
Marvell’s Pullback May Be the Setup Bulls Were Waiting For
Reported by Thomas Hughes. Originally Published: 5/29/2026.
Key Points
- Marvell is a nuts-and-bolts play on AI that is gaining momentum in 2026.
- Analysts' trend forecasts push the high end of the range, projecting a 50% upside from the late May highs.
- Price weakness is an opportunity to buy; the next big catalyst will come in August.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Marvell Technology’s (NASDAQ: MRVL) market signaled a top in late May, gapping up after strong fiscal Q1 2027 results before slipping from the high and forming an ominous candle.
That candle suggests a peak and the potential for a pullback, which is the key issue in June.
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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidA price retracement is likely; the only questions are how deep it goes and how long it takes for the stock to establish its next high.
In this case, those subsequent highs are likely to come by year-end, if not by summer’s end, because business is good at Marvell and still accelerating.
Marvell’s Charts Say It All—This Market Is Gaining Strength
The strength of Marvell’s business, its position in the AI ecosystem, and its growth trajectory are reflected in the technical chart action. The market already knows what it needs to know about Marvell, and the stock is gaining momentum. Price action shows MACD convergence across two critical time frames, the weekly and monthly charts, a sign of market strength that is reinforced by rising volume. Volume is a critical factor because it reflects conviction rather than a hollow move driven by only a few buyers. In this scenario, Marvell’s price is more likely to rebound from its correction and set a fresh high than not.
If Marvell does pull back, support targets sit near $180 and $160. The $180 level aligns with the short-term 30-day EMA and may not be strong enough to support price action on its own, given the valuation and the onset of summer trading conditions. Investors should expect lower trading volume and sharper price swings until September, when the market returns from summer vacation. The $160 target is stronger, aligning with a congestion band that indicates elevated ownership at that level.
Institutions are likely buyers and help limit downside risk. They own more than 80% of the stock and have been accumulating at a nearly $2-to-$1 pace. The risk is that they step to the sidelines and wait for a deeper pullback, allowing a larger move lower to unfold. In that scenario, Marvell could fall below $160 and potentially retrace all of its 2026 gains to retest the 2025 high before rebounding. Valuation metrics support that risk, as Marvell trades at more than 50 times current-year earnings.
Marvell: Strategy Execution Equals Multiple Expansion
Still, valuation metrics also suggest Marvell’s stock price will recover from any correction and reach new highs this year. Trading above 50 times this year’s earnings, the market prices in robust growth, and so far the forecasts have been too low. The long-term outlook puts this stock at approximately 6 times the 2035 consensus forecast, setting the stage for a 300% to 400% increase in the share price over time, assuming fair value relative to the S&P 500. If Marvell continues to command a premium, as many blue-chip tech growth companies do, the upside potential is even greater.
Analyst trends are another factor pointing to fresh highs for this stock. Analysts responded strongly to Marvell’s guidance update, with many revisions more than doubling existing price targets. The net result is a 65% overnight increase in the consensus target, with all new targets pushing the high end of the range. The high end is $300 as of late May, which implies 50% upside from the pre-release closing price.
Marvell’s Q1 results echo those reported across the AI ecosystem. AI spending is accelerating, and virtuous cycles are taking shape: AI infrastructure leads to AI applications, which in turn drives additional demand. Revenue grew 28% to $2.42 billion, accelerating sequentially on strength in optics, switches, and interconnect devices for scale-up (bigger clusters) and scale-out (more clusters). Revenue set a record, was supported by operational leverage, and was followed by robust guidance.
Margin news was also solid. The company produced record margins and profits, driving nearly $640 million in cash flow. Balance sheet highlights show strength, with cash, current assets, and total assets all up, and equity rising despite acquisitions, aggressive reinvestment, and capital returns. Equity, a measure of shareholder value, improved by 27%, leaving the company in a fortress-like position. Long-term debt is less than 1.5 times cash and less than 0.25 times equity.
Guidance provides both support for the stock and a catalyst. The company guided Q2 revenue to $2.7 billion, implying 35% year-over-year acceleration, with earnings of 93 cents, 3 cents better than expected. The catalyst is the potential for outperformance, which is expected in late August. The biggest risk for Marvell is customer concentration. Its largest customers are hyperscalers Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOGL); the risk is that they shift to other solutions, but that does not appear to be a concern this summer.
Generac’s AI Power Pivot Raises a Bigger Question About Data Center Demand
Reported by Jeffrey Neal Johnson. Originally Published: 6/4/2026.
Key Points
- Generac secured a global supply agreement with an undisclosed hyperscaler on June 2, 2026, sending shares up nearly 8% and validating its data center pivot.
- Generac reported Q1 2026 net sales of $1.06 billion, with EPS of $1.80 beating consensus estimates by 35%, and raised full-year revenue guidance to mid-to-high teens growth.
- Despite analyst upgrades and a strong growth outlook, Generac's trailing P/E of approximately 87x and absence of insider buying present meaningful risks for prospective investors.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Power consumption is the hardest physical limit on artificial intelligence (AI) scaling. As tech giants race to build the next generation of power-hungry data centers, a legacy manufacturer once known for residential backup generators has made a sharp strategic pivot.
That pivot now positions Generac Holdings Inc. (NYSE: GNRC) as a critical infrastructure supplier for the AI supercycle.
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.
See the 5 stocks to avoidFollowing a landmark global supply agreement with an undisclosed top-tier hyperscaler, Generac is quietly embedding itself in the mission-critical grid-resilience layer needed to keep the AI revolution online, as multi-billion-dollar initiatives like Stargate accelerate demand for reliable backup power.
This deliberate transition from a weather-dependent residential business to a larger data-center-driven commercial and industrial business appears poised to unlock a new, more predictable phase of meaningful growth. It represents a structural shift that some investors are beginning to notice.
Generac's Ticket to the AI Big Leagues
On June 2, 2026, Generac announced it had secured a global supply agreement with an undisclosed hyperscale data center operator to provide large-megawatt backup power generators. The news was a clear market signal, validating the industrial pivot and sending Generac shares up nearly 8% in a single session.
The agreement did not include a disclosed order value, but it builds on an already meaningful data center backlog. Generac reported more than $700 million in data center backlog in Q1, up roughly $300 million from its mid-February update, giving the company revenue visibility into 2027 before any additional contribution from larger hyperscale opportunities.
While the partner remains officially confidential, the deal is closely tied to the Stargate AI data center, a rumored $100 billion joint venture involving OpenAI, Oracle, and SoftBank. The evidence lies in plain sight within Texas air permitting documents filed for the project's Abilene site.
Those public records explicitly list emergency generators powered by Baudouin engines, a brand used in Generac’s large-megawatt data center generator lineup.
This is not just a one-off contract; it is technical and logistical validation of Generac's ability to meet the rigorous, always-on demands of the world's most advanced computing infrastructure. Landing a piece of this foundational AI project serves as a powerful calling card for future hyperscale contracts globally.
Generac's Financials Power Up for Growth
Generac's recent financial performance provides a strong foundation for this growth narrative.
Generac delivered a robust first quarter for 2026, reporting net sales of $1.06 billion, a 12% year-over-year increase. More impressively, earnings per share (EPS) came in at $1.80, beating consensus estimates of $1.33 by a remarkable 35%.
The key metric for this strategic pivot, however, is margin expansion. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins hit 18.3%, reflecting companywide operating leverage and strong C&I momentum.
Following the solid report, Generac raised its full-year 2026 revenue guidance to mid-to-high teens growth, with adjusted EBITDA margins now projected to reach 19% at the midpoint.
Sell-side analysts reacted swiftly to the hyperscaler and data-center catalyst and the improved outlook.
Jefferies upgraded the stock from a Hold to a Buy, raising its price target to $302.
Their long-term model forecasts a clear path for Generac to achieve $6.8 billion in total revenue and nearly $1.5 billion in adjusted EBITDA by 2028.
The outlook is contingent on securing at least two major hyperscaler contracts within the next three years, a goal that now appears attainable.
This trajectory underscores the massive margin-expansion potential as the sales mix shifts from lower-margin residential products to high-value, long-term industrial solutions.
The Price of Power: Insider Selling Vs. Analyst Hype
Despite the compelling growth story, investors must weigh the counterarguments. The primary risk factor is valuation. With a trailing 12-month price-to-earnings (P/E) ratio of approximately 87x, Generac trades at a significant premium. This multiple suggests the market has already priced in substantial future AI-driven growth, leaving less room for error or execution missteps.
Generac also faces stiff competition from established industrial incumbents such as Caterpillar (NYSE: CAT), Cummins (NYSE: CMI), and Kohler, all of which have deep roots and extensive global service networks in the data center power space.
But even as analysts have become more constructive on Generac’s AI data center opportunity, there has been no insider buying activity over the past year.
It is also worth noting that the only reported insider sale over the past three months came from CEO Aaron Jagdfeld, whose June 1 sale of 5,000 shares for approximately $1.36 million was conducted under a prearranged Rule 10b5-1 trading plan. That planned transaction does not meaningfully support a bearish read on its own, but the absence of insider buying gives investors another risk factor to weigh against the recent wave of bullish analyst upgrades and the stock’s premium valuation.
Plugging Into Generac's AI Power Surge
Generac presents a unique and timely investment thesis. The industrial giant is successfully leveraging its core competency in power generation to penetrate the booming AI data center market, offering a crucial pick-and-shovel play on one of the most significant technological shifts of our time. The hyperscaler contract provides tangible proof of this strategic pivot and its clear potential for significant, sustained margin expansion.
However, the stock's premium valuation and the recent pattern of insider selling are material risks that cannot be ignored. A short interest of approximately 4.58% of the float also indicates a healthy market debate between bullish momentum investors and those skeptical of the current price.
Investors with a higher risk tolerance and a long-term horizon might consider Generac an essential infrastructure component for a diversified AI-focused portfolio. More cautious investors, conversely, may prefer to add Generac to their watchlist, waiting for a broader market pullback or a period of consolidation to offer a more attractive entry point into this compelling grid-resilience story.
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