1. RENK Group Overvaluation Sparks Sell Recommendation

"and Rank Group. Their shares plunging after city analysts changed their recommendation to sell. Indeed, this is the the German tank company. They make kind of systems for for vehicles and machinery. So, a downgrade from City. They've cut them from a neutral to a cell and analysts are saying that shares are too expensive. So, so Rank Group has kind of been caught up in this wider defense rally that we've been seeing. Um, and and a quote from the analyst, I I thought I should read it out as as quite blunt. It says, "Even pushing our valuations to the upper end of what we feel is a credible scenario. We believe rank is overvalued and we're downgrading to a sell. They've set a new price target of 64. Um, and shares are falling as much as 5% this morning, closer to that price target. They're around 68 now. And that follows an almost 300% year-to-date rally as of yesterday's close.""

Louise Moon (Stock Movers)

City analysts have downgraded RENK Group to sell, calling the stock overvalued even under optimistic scenarios, and setting a price target of 64. This comes after a significant rally, with shares dropping approximately 5% towards the target, suggesting an immediate sell signal.

Listen (2:41 - 3:36)

2. Bullish Contrarian Play on Starbucks via Options Activity

"Huh, that's very interesting. It's a contrarian play and you have so much negative sentiment on Starbucks right now. Why would this trader do this? And I thought, well, let's look at the risk versus reward. If everyone is negative on the company, where's the max pain to the upside? Because the shorts have to cover and the stock can rally. And I was looking a little bit too at the fundamentals. Remember they just got their new CEO from the burrito stock, CMG. Could he really let the company continue to fall? And I thought, you know, it makes sense of why the stock could bounce and I think that could play a big turnaround in this quarter. So, an actually bullish short term on Starbucks."

Lance Epilo (MarketBeat)

The speaker outlines a contrarian trade call on Starbucks based on unusual options activity near its 52-week lows. Noting that a large call order was executed after puts were closed, he argues that the negative sentiment may lead to a short-term bounce as shorts cover their positions and fundamentals improve under new leadership.

Listen (3:40 - 4:28)

3. Bullish Trade Call on AMD Due to Oracle GPU Order

"The biggest news is actually something happening with AMD. So AMD was pretty happy earlier today after a pullback, and Oracle announced a massive initial deployment of AMD's MI450 series GPUs with an order for 50,000 units starting in Q3 of 2026 and expanding into 2027. I do believe AMD is on its way to be a trillion dollar company in the next five years owing to this rack scale solution that integrates CPU, GPU, and other components to drive revenue per system. This order, along with the momentum from previous partnerships, makes the future revenue potential look underestimated by current analyst estimates."

Jose Najarro Stocks

The speaker highlights a significant deployment order from Oracle for AMD MI450 GPUs, viewing it as a major catalyst for AMD. This endorsement is backed by the potential to drive integrated revenue and a long-term vision of AMD reaching trillion-dollar market value, making it an attractive buying opportunity.

Listen (01:00 - 02:00)