GEVO
Gevo, Inc.
stock NASDAQ

Some stocks that I think have big upside:
**GEVO,** the case for upside: they just told investors Q2 actions could more than double their 2026 EBITDA estimate. That’s not a vague promise, it’s carbon credits, cost cuts, and expansion all landing in the same quarter. If Project Northstar and the ethanol expansion to 150M gal/year execute, this could re-rate hard off a sub-$2 share price.
**TE (T1 Energy),** the case for upside: this is the domestic solar supply chain trade with actual policy tailwinds behind it (tariffs, Section 232 protections, price floors on polysiliconall pushing demand toward US-made modules). Revenue went from basically nothing to $755M in a year. Analysts have a “Strong Buy” consensus with targets implying 80%+ upside from here.
**SOFI,** the case for upside: 35% member growth, 42% product growth, record loan originations, raised full-year guidance, “everything app” strategy actually landing new revenue lines (private markets funds, credit card, etc). This is a company scaling fast in a space (digital finance) that keeps taking share from legacy banks.
**AIRJ,** the case for upside: this is the pure speculative moonshot of the four. Tiny company, real partnerships with GE Vernova and Kubota, technology that solves two huge problems (cooling + water scarcity) at once, up 30%+ in a month. If AirJoule tech scales into industrial and residential deployment, a micro-cap like this can multiply fast.

# Today is Thursday, the 6th of August
## Upcoming events for Thursday, August 6th
- Stock splits:
- GRNQ @ **1:10**
- BYAH @ **1:8**
- SUGP @ **1:5**
- Expected earnings:
AAOI, ABNB, ABX, ACDC, ACET, ACFN, ACHV, ACIW, ACLS, ACRS, AES, AFL, AGEN, AGO, AHR, AIG, AIP, AKAM, ALDX, ALEC, ALGS, ALRM, ALTG, AMLX, AMN, AMPH, AMRZ, AMTX, AORT, APC, APPN, APT, APYX, ARBE, ARCT, ARDX, ARHS, ARL, ARLO, ARW, ASLE, ASND, ASPN, ASTH, ATI, ATLC, ATS, ATYR, AUPH, AVD, AVIR, AVNT, AVPT, AVTX, AXIA, BAER, BAK, BARK, BCAB, BCE, BCIC, BDTX, BDX, BFS, BHF, BIRD, BJDX, BKSY, BKV, BLFS, BLND, BLNK, BMRN, BNT, BOBS, BRLT, BRNS, BRT, BSY, BTG, BUR, BXSL, CABA, CABO, CARG, CARS, CART, CBL, CCCC, CCLD, CCOI, CCSI, CECO, CEG, CELH, CENX, CGBD, CGEM, CGTX, CHCI, CHGG, CIA, CION, CLAR, CLDX, CLLS, CLNE, CLPR, CLSK, CMRC, CNCK, CNQ, CNR, COCH, COLD, COLL, CON, COP, CPHC, CPK, CQP, CRAI, CRNC, CRON, CRSR, CRVS, CTM, CTMX, CTRE, CTSO, CVRX, CVSA, CWST, CYRX, CYTK, DAN, DBX, DCGO, DCO, DCTH, DDOG, DFLI, DFTX, DKNG, DMLP, DNLI, DNN, DNOW, DNUT, DOCS, DOUG, DRVN, DSGR, DTI, DTIL, DV, ECOR, ED, EDRY, EFC, EFXT, EGY, ELTX, ENOV, EPAM, EQX, ESAB, ESE, ESTA, EVH, EVMN, EVRG, EWTX, EXFY, FA, FDUS, FGNX, FIGS, FIRY, FISV, FIVN, FLL, FNKO, FOUR, FOX, FOXA, FOXF, FRD, FROG, FSK, FTDR, FUN, FVR, FWONA, FWONK, G, GAIN, GAU, GCT, GEL, GEN, GENB, GENI, GEO, GEOS, GEVO, GHM, GHRS, GLIBA, GLIBK, GLUE, GMAB, GMED, GNE, GNLX, GOGO, GOLF, GPGI, GPRE, GRDN, GRND, GRNT, GROV, GRPN, GSAT, GSBD, GTIM, HAE, HALO, HASI, HCAT, HCI, HEPS, HG, HHS, HIMX, HTZ, HUBG, HWM, HYPR, IAG, IBOC, IBP, ICFI, ICUI, IDR, IFRX, IIIV, IMA, IMCR, IMKTA, IMUX, IMVT, INAB, INDI, INGN, INMB, INOD, INSM, IOR, IOVA, IRTC, IRWD, ITT, IX, JANX, JHX, JYNT, KDK, KDP, KELYA, KELYB, KGS, KINS, KOP, KRMN, KRT, KURA, KVHI, KVUE, KWY, LAMR, LASR, LCLN, LCTX, LCUT, LEE, LEG, LFST, LGND, LIDR, LION, LIVE, LLYVA, LLYVK, LNG, LNSR, LNTH, LOAR, LOCO, LOMA, LONA, LQDT, LSTA, LX, LXRX, LYFT, MAGN, MAIN, MARA, MATW, MBI, MBX, MCHP, MDRR, MDU, MDV, MERC, MFIC, MHH, MITK, MKTW, MLCO, MMI, MMS, MNR, MNST, MP, MRVI, MSC, MSDL, MTSI, MTVA, MTW, MVIS, NATR, NAVI, NCDL, NEPH, NET, NEWT, NGVC, NMAD, NNI, NOG, NRDS, NRDY, NREF, NSIT, NTCT, NTGR, NTLA, NTRA, NUTX, NUVB, NVAX, NVMI, NXST, NXTC, OABI, OCGN, OFRM, OM, OMDA, ONIT, ONL, ONTO, OPTU, ORGO, ORIO, OSCR, OSG, OTEX, OUST, PAR, PAYO, PBH, PBR, PBR.A, PBYI, PCSA, PCT, PDFS, PDYN, PENN, PEPG, PESI, PGNY, PH, PK, PLNT, PLRX, PLSE, PLTK, PMTS, PMVP, POST, PRAA, PRAX, PRDO, PRME, PROF, PRQR, PRTA, PRTH, PRTS, PRVA, PSIX, PTON, PUBM, PZZA, QBTS, QDEL, QNRX, QNST, QRHC, QSR, QTI, RANI, RAPP, RC, RCAT, RCEL, RCKT, REAL, REAX, REFR, REPL, REVB, RGA, RGCO, RGNX, RGTI, RHLD, RHP, RILY, RKT, RL, RLAY, RLJ, RLMD, RLYB, RMAX, RMD, RNAC, ROIV, ROKU, RSG, RWAY, RXO, RZC, SABR, SABS, SARO, SDHC, SENEA, SENEB, SENS, SERV, SEZL, SG, SGI, SHAZ, SHC, SHO, SI, SIGA, SKIN, SKYE, SLF, SLN, SNOA, SNTI, SNWV, SOBR, SPH, SPT, SRE, SRRK, SSII, SSP, STEP, STHO, STLN, STRO, STRW, STWD, SUIG, SUNS, SVCO, SVV, SYNA, TAP, TAP.A, TBCH, TCBS, TCI, TCPC, TCX, TDAY, TEAD, TEAM, TECX, TFX, TIC, TIGO, TLSI, TNDM, TRC, TRGP, TRIP, TRVI, TSQ, TTD, TTGT, TWLO, TXG, TXRH, U, UE, UEIC, UMAC, UPLD, USFD, UTZ, UWMC, VAC, VATE, VEEE, VHI, VIA, VISN, VITL, VNT, VRCA, VSNT, VSTM, VTEX, VTGN, VTRS, WBD, WD, WEAV, WEST, WFCF, WHG, WHWK, WLDN, WMS, WPM, WRBY, WRN, WSC, WTM, WWR, XENE, XERS, XPOF, XRAY, XZO, YELP, YPF, ZD, ZLAB, ZTS, ZYME
- Ex-div:
AGGA, ASEC, BMRC, EGBN, FELE, GOLI, HNVR, HOPE, LVHD, MGYR, NWBI, ODTE, OPBK, QQQY, SATA, SDSI, SIMO, TRS, ULTI, USOY, WFRD, WTFC, YQQQ
- Economic events and announcements:
- ADP Nonfarm Employment Change (actual: 44K, consensus: 68K, previous: 95K)
- Crude Oil Imports (actual: 0.297M, previous: -0.237M)
- Crude Oil Inventories (actual: 2.479M, consensus: -1.500M, previous: -7.167M)
- Cushing Crude Oil Inventories (actual: 2.356M, previous: -0.771M)
- Distillate Fuel Production (actual: -0.134M, previous: 0.015M)
- EIA Refinery Crude Runs (actual: -0.183M, previous: 0.271M)
- EIA Weekly Distillates Stocks (actual: -3.473M, consensus: 0.200M, previous: 1.062M)
- EIA Weekly Refinery Utilization Rates (actual: -0.7%, previous: 1.1%)
- FOMC Member Daly Speaks
- Fed Governor Cook Speaks
- Gasoline Inventories (actual: -1.643M, consensus: -1.300M, previous: 0.007M)
- Gasoline Production (actual: -0.309M, previous: 0.178M)
- Heating Oil Stockpiles (actual: -0.144M, previous: 0.308M)
- ISM Non-Manufacturing Business Activity (actual: 59.1, previous: 55.4)
- ISM Non-Manufacturing Employment (actual: 47.4, consensus: 51.2, previous: 51.2)
- ISM Non-Manufacturing New Orders (actual: 57.2, consensus: 55.9, previous: 55.1)
- ISM Non-Manufacturing PMI (actual: 54.1, consensus: 54.5, previous: 54.0)
- ISM Non-Manufacturing Prices (actual: 70.3, consensus: 65.0, previous: 67.7)
- MBA 30-Year Mortgage Rate (actual: 6.81%, previous: 6.76%)
- MBA Mortgage Applications (actual: -2.9%, previous: -6.4%)
- MBA Purchase Index (actual: 154.0, previous: 159.8)
- Mortgage Market Index (actual: 240.0, previous: 247.2)
- Mortgage Refinance Index (actual: 709.1, previous: 723.1)
- S&P Global Composite PMI (actual: 54.5, consensus: 53.6, previous: 51.9)
- S&P Global Services PMI (actual: 54.6, consensus: 53.6, previous: 51.2)
- U.S. President Trump Speaks
## Upcoming events for Friday, August 7th
- Stock splits:
- IPW @ **1:9**
- JUNS @ **1:75**
- Expected earnings:
ACMR, AD, AIRS, AMR, ANIP, AQN, ARKO, ASIX, ATMU, BRK.A, BRK.B, BXBL, CGC, CLMT, CNTY, CTEV, CYD, DCBO, DCH, DIT, EMA, EMBC, ESNT, FLR, GLP, GTN, GTN.A, HE, JOUT, KRP, MBGL, MDA, NB, OKLO, PAA, PPL, ROAD, RPID, SLVM, SPB, TDS, TG, TILE, TMCI, TRLV, TTWO, TUSK, UA, UAA, ULBI, VST, WEN
- Ex-div:
ARCB, ARLP, BKR, CFFN, CMCO, CWBC, CZWI, FCBC, FRAF, FRBA, FRST, FSBW, JBHT, MMLP, PCB, RELL, SATA, SFBC, WSFS
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.630%)
- 8-Week Bill Auction (previous: 3.675%)
- Atlanta Fed GDPNow (consensus: 5.9%, previous: 5.9%)
- Challenger Job Cuts (actual: -46.1%, previous: -4.5%)
- Challenger Job Cuts (actual: 33.429K, previous: 45.849K)
- Continuing Jobless Claims (consensus: 1,790K, previous: 1,782K)
- Fed's Balance Sheet (previous: 6,738B)
- Initial Jobless Claims (consensus: 203K, previous: 197K)
- Jobless Claims 4-Week Avg. (previous: 202.75K)
- Natural Gas Storage (consensus: 30B, previous: 28B)
- Nonfarm Productivity (consensus: 0.6%, previous: 0.3%)
- Reserve Balances with Federal Reserve Banks (previous: 2.944T)
- Unit Labor Costs (consensus: 2.2%, previous: 1.8%)
- Wholesale Inventories (consensus: 0.3%, previous: 0.3%)
- Wholesale Trade Sales (previous: 3.4%)
## Upcoming events for Saturday, August 8th
- Economic events and announcements:
- Average Hourly Earnings (YoY) (previous: 3.5%)
- Average Hourly Earnings (consensus: 0.3%, previous: 0.3%)
- Average Weekly Hours (previous: 34.3)
- CFTC Aluminium speculative net positions (previous: -0.7K)
- CFTC Copper speculative net positions (previous: 67.3K)
- CFTC Corn speculative net positions (previous: 254.3K)
- CFTC Crude Oil speculative net positions (previous: 120.1K)
- CFTC Gold speculative net positions (previous: 182.1K)
- CFTC Nasdaq 100 speculative net positions (previous: 4.9K)
- CFTC Natural Gas speculative net positions (previous: -190.8K)
- CFTC S&P 500 speculative net positions (previous: -17.2K)
- CFTC Silver speculative net positions (previous: 22.2K)
- CFTC Soybeans speculative net positions (previous: 211.8K)
- CFTC Wheat speculative net positions (previous: -2.0K)
- Consumer Credit (consensus: 12.10B, previous: -0.18B)
- FOMC Member Barkin Speaks
- Government Payrolls (previous: 8.0K)
- Manufacturing Payrolls (previous: 3K)
- NY Fed 1-Year Consumer Inflation Expectations (previous: 3.7%)
- Nonfarm Payrolls (consensus: 88K, previous: 57K)
- Participation Rate (previous: 61.5%)
- Private Nonfarm Payrolls (previous: 49K)
- U.S. Baker Hughes Oil Rig Count (previous: 451)
- U.S. Baker Hughes Total Rig Count (previous: 588)
- U6 Unemployment Rate (previous: 7.9%)
- Unemployment Rate (consensus: 4.2%, previous: 4.2%)
^^^^2026-08-06