Earnings360 Newsletter for 7/11/2024

Elon Musk has publicly backed a corner of the market Porter Stansberry is watching closely. SpaceX is betting on orbital AI data centers, and Musk says space will be the cheapest place for AI within three years.

Last time this sector shifted, it surged more than 600% in three years. One giant grew from about $100 billion in 2019 to over $1 trillion, and a small partner jumped 177% in one day.

Stansberry's Barbell portfolio pairs giants with small upstarts, including one traded three times for gains of 237%, 131%, and 114%.

Watch Porter Stansberry's new broadcast to learn which industry Elon is backing

Top Earnings News

Greenbrier Companies Stock Enters Buy Zone – Opportunity Knocks

Uranium Mine Flood That Sparked a 2006 Price Surge Returns (ad)

In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months.

This past May, flooding cut the supply route into the largest uranium complex on the planet, and in July Cigar Lake went down a second time.

Gerardo Del Real calls this the Third Convergence Event and has backed three small companies positioned in front of it.

See the three companies positioned for uranium's next supply shock

Thursday, July 11 Today's Earnings Announcements

Company	Current Price	Consensus EPS	Actual EPS	Beat/Miss	Consensus Revenue	Actual Revenue	YoY Revenue Growth	Report
CAG Conagra Brands	$14.72	$0.57	$0.61	$0.04	$2.93 billion	$2.91 billion	-2.3%	→
DAL Delta Air Lines	$86.09	$2.37	$2.36	($0.01)	$15.45 billion	$15.41 billion	5.4%	→
DNBBY DNB Bank ASA	$34.19	$0.57	$0.64	$0.07	$1.87 billion	$2.01 billion		→
NRIX Nurix Therapeutics	$15.48	($0.63)	($0.71)	($0.08)	$19.35 million	$12.09 million		→
PEP PepsiCo	$145.44	$2.16	$2.28	$0.12	$22.59 billion	$22.50 billion	.8%	→
SVNDY Seven and I	$13.79	-	$0.09	-	-	$17.86 billion		→
VIST Vista Energy	$55.87	$1.40	$0.74	($0.66)	$397.46 million	$396.72 million		→

One stock to sell now that Libs have taken over (ad)

A veteran analyst dubbed The Prophet by CNBC believes a major shift in Washington could create a rare opportunity for investors who position themselves early.

Matt Weinschenk highlights the catalyst behind this move, why Wall Street may be overlooking it, and how changing political power could reshape portfolios.

Watch the full briefing now to learn his full analysis

Wednesday, July 10 Yesterday's Earnings Announcements

Company	Current Price	Consensus EPS	Actual EPS	Beat/Miss	Consensus Revenue	Actual Revenue	YoY Revenue Growth	Report
AZZ AZZ	$133.40	$1.30	$1.46	$0.16	$403.25 million	$413.21 million	5.7%	→
HON Honeywell International	$222.46	-	$2.15	-	-	$8.86 billion		→
MANU Manchester United	$22.39	-	($0.31)	-	-	$173.36 million		→
PSMT PriceSmart	$164.77	$1.01	$1.08	$0.07	$1.21 billion	$1.23 billion	12.1%	→
WDFC WD-40	$223.40	$1.39	$1.46	$0.07	$145.80 million	$155.05 million	9.4%	→

Unbelievable…Congress is About to Do What? (ad)

Jim Rickards, former advisor to the CIA, the Pentagon and the White House, says a key turning point in Washington is set to take place by November 30th.

He believes it could create one of the most chaotic environments in America's history. He predicts those who understand what's happening could do very well over the next 12-18 months, while others may face steep losses.

Rickards outlines the five steps he recommends.

Click here to see Jim Rickards' five recommended steps before November 30.

Earnings360 Newsletter for 7/11/2024

Thursday, July 11 Today's Earnings Announcements

Wednesday, July 10 Yesterday's Earnings Announcements

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