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Shift4 Payments (NYSE: FOUR) This payments processor is serving up a rare opportunity that's getting criminally overlooked by the market! Trading at just 2.29x EV/Sales despite industry-leading 45.7% EBITDA margins, FOUR is like finding a Michelin-starred meal at fast-food prices. The company's acquisition integration playbook is generating over $20M in EBITDA synergies already, with their Global Blue deal expected to add $80M by 2027. Strong Buy rating with $216 price target represents 135% upside - this is a payment platform that's about to serve up some serious returns! (Current price: ~$93.57, Analyst expectation: $120)

Peace Dividend Positioning: Today's ceasefire proves that geopolitical risk premiums can evaporate faster than steam from a hot kitchen. Recipe: Rotate from safe-haven assets (gold, Treasuries) into risk-on sectors that were oversold during tension peaks. Defense contractors and energy stocks may offer contrarian opportunities if tensions re-escalate.

Oil Oversell Opportunity: Crude's 4% plunge might be overdone given the fragile nature of Middle East ceasefires. Recipe: Consider energy sector bargain hunting if oil drops below $65 WTI, as supply disruption risks haven't permanently disappeared. Occidental and Exxon could offer value plays if peace dividend cooking goes too far.

Tesla Momentum Sustaining: The robo-taxi launch isn't just a one-day story - it's the appetizer for a full autonomous driving feast. Recipe: Monitor Austin expansion metrics and regulatory approvals for additional cities. Tesla's vertical integration gives them a sustainable advantage in the autonomous space that competitors will struggle to replicate.

Powell's Testimony Timing: Fed Chair's Capitol Hill appearance comes at perfect timing with easing geopolitical tensions allowing focus on fundamentals. Recipe: Watch for dovish signals on July rate cuts as data continues showing inflation progress. Housing sector particularly sensitive to rate cut expectations - KB Home's struggles highlight opportunity if rates decline.

Earnings Season Appetite Check: FedEx and Carnival reporting today offer insights into consumer spending resilience and global trade flows. Recipe: Use earnings beats/misses as sector rotation signals. Transportation and leisure stocks particularly sensitive to economic growth expectations and geopolitical stability.

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What if the future of clean, scalable energy was hiding in the past? Holtec International is about to find out. The company is prepping for what could become the biggest nuclear IPO in years—possibly valuing it over $10 billion.

Holtec isn’t just theorizing. It generates real revenue—over $500 million a year—by dismantling old nuclear sites and managing radioactive waste. Now it’s going bold: restoring the shuttered Palisades plant in Michigan, a first in U.S. nuclear history. If that’s not ambitious enough, it plans to install two small modular reactors at the same site.

No license yet. No federal approval. But the equipment’s already under construction—partnered with Hyundai.

CEO Krishna Singh is betting big. Holtec wants to build 10–20 SMRs in the next decade, with each unit costing around $3 billion. The IPO, likely early next year, will sell 20% of the company to fund this vision.

As AI data centers demand vast, stable energy, nuclear is suddenly back in vogue. And Holtec, unlike other nuclear startups, actually makes things. Could it outshine Oklo, Nuscale, and others already soaring in value?

A Palisades reopening by November might just seal the deal.

USD News

Major earnings expected today:

European Banks Face Trade War Stress Test Pressure: S&P Global reveals European lenders would see profits eroded if US trade tensions escalate. Credit Agricole, BPCE, Commerzbank face biggest potential hits from souring corporate loans. None projected to face annual losses despite stress scenarios.

Japanese Markets Snap Back: SoftBank led Topix Index recovery with 5.6% gain as ceasefire news sparked risk-on appetite. Out of 1,683 stocks, 1,077 rose in broad-based rally following three-day losing streak.

Virgin Australia Soars on IPO Return: Bain Capital's airline rose 11% to A$3.22 after A$685M IPO - Australia's biggest airline public offering in a decade. Timing benefits from falling oil prices and easing geopolitical tensions.

South Korea's Stablecoin Appetite: Bank of Korea deputy suggests gradual won-denominated stablecoin introduction starting with regulated banks. Measured approach to crypto adoption shows central bank warming to digital currency innovation.

China's AI Innovation Explosion: Former PBOC deputy Zhu Min predicts over 100 DeepSeek-like breakthroughs in next 18 months. Innovation wave expected to fundamentally transform Chinese economy's technological foundation.

Central Banks' Dollar Diet: One-third of central banks managing $5 trillion plan increased gold exposure over next two years. Highest precious metals appetite in five years as dollar dominance faces competition.

Boeing's 787 Delivery Delays: Taiwan's China Airlines postponing aircraft retirements due to supply chain bottlenecks affecting new deliveries. Compensation payments from Boeing expected for extended delays.

Big Pharma's India Expansion: Novo Nordisk launches Wegovy following Eli Lilly's Mounjaro debut in world's most populous market. Initial doses priced at $50.71 as weight-loss drug competition intensifies globally.

Amazon's £40B UK Investment Feast: E-commerce giant commits three-year investment including four fulfillment centers and infrastructure upgrades. Prime Minister calls it "massive vote of confidence" in post-Brexit Britain.

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Tesla (TSLA ⬆️ 2.6% premarket): EV king extends yesterday's 8.2% robo-taxi rally as Austin's autonomous service launch continues feeding investor appetite. Monday's jump to $348.71 marked biggest gain since April's regulatory framework announcement. Analyst bite: Watch for expansion announcements as robo-taxi appetite grows nationwide.

Super Micro Computer (SMCI ⬆️ 3.3% premarket): Recovery meal underway after yesterday's 9.8% grilling on $2B convertible notes announcement. Server maker was Monday's biggest S&P 500 loser, but bargain hunters sampling the dip in premarket. Analyst bite: Convertible offerings often signal growth confidence.

Oil Sector Getting Roasted: Occidental (⬇️ 1.8%) and Exxon (⬇️ 1.5%) feeling heat as crude gets torched. Ceasefire drained geopolitical premium from energy's recipe, with Middle East supply concerns evaporating. Analyst bite: Watch for oversold bounce if tensions re-emerge.

Defense Stocks Lose Appetite: RTX (⬇️ 1.6%) and Lockheed (⬇️ 1.6%) finding war-premium seasoning suddenly bland. Peace talks have investors pushing away from defense table for growth sectors. Analyst bite: Military spending outlook remains robust despite peace developments.

KB Home (⬇️ 0.4%): Homebuilder served disappointing leftovers with reduced fiscal guidance after Q2 deliveries dropped 11%. Now expecting $6.3-6.5B housing revenue versus prior $6.6-7B guidance. Analyst bite: Rate environment pressuring delivery volumes.

Teladoc Health (TDOC ⬆️ 6%): Virtual healthcare platform extends Monday's 14% feast after Citron Research highlighted AI-enhanced profitability potential. Citron turned bullish following Catapult Health acquisition, emphasizing company's irreplicable scale at current market cap. Analyst bite: AI integration could unlock significant margin expansion.

Lyft (LYFT ⬆️ 3%): Ride-share platform accelerates after TD Cowen upgrade to Buy with $21 target (40% upside). Analyst cites international expansion via $197M FREENOW acquisition and strategic focus outside top 25 markets. Analyst bite: International growth story finally getting recognition.

Chewy (CHWY ⬇️ 2%): Pet retailer stumbles as largest shareholder Buddy Chester prices 23.95M share offering at $41.95. Company repurchasing $100M directly from seller while maintaining separate $500M buyback program. Analyst bite: Large shareholder exit creates near-term pressure despite buyback support.

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ETF Gainers:

Defiance Daily Target 2X Short SMCI ETF (⬆️ 19.33%): Betting against yesterday's server stumble paid off handsomely

Defiance Daily Target 2X Long RKLB ETF (⬆️ 17.99%): Space appetite still strong

GraniteShares 2x Long TSLA Daily ETF (⬆️ 16.42%): Tesla's robo-taxi momentum getting leveraged love

T-Rex 2X Long Tesla Daily Target ETF (⬆️ 16.38%): Another helping of leveraged Tesla gains

Leverage Shares 2X Long TSLA Daily ETF (⬆️ 16.34%): The Tesla feast continues across all leverage platforms

ETF Losers:

Defiance Daily Target 2X Long HIMS ETF (⬇️ 68.78%): Healthcare tech getting absolutely burned

GraniteShares 2x Long SMCI Daily ETF (⬇️ 19.70%): Server optimism served cold

Defiance Daily Target 2X Long SMCI ETF (⬇️ 19.48%): Double-leverage, double the pain

Tradr 2X Short TESLA Daily ETF (⬇️ 16.47%): Betting against Elon's menu was a mistake

GraniteShares 2x Short TSLA Daily ETF (⬇️ 16.40%): Tesla bears getting mauled in today's market

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