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| | | Hey there, Blake Young here. | PMI just hit 53. | Services crushed expectations. Manufacturing is back. | But here's what separates smart traders from the crowd: Everyone's buying the wrong stocks. | I spotted the disconnect immediately in today's data. | Industrials are giving away their margins rather than raising prices with rising costs. That's bad for factories, but gold for basic materials. | The Hidden Play in Plain Sight | While everyone's chasing industrial stocks expecting a manufacturing boom bump, I'm focused on the companies actually making money from increased demand: | Metals & Mining: Newmont just hit 52-week highs with gold flat. They've got their highest margins and orders are picking up - that's promising for the future. | Agricultural Suppliers: CF Industries positioning for a run to $100 (currently $86). We could see 20% returns if this PMI trend continues. | Packaging Companies: PKG breaking out on massive volume. If manufacturing is doing well, those products need to be packaged and shipped. | | | | The Margin Squeeze Reality | Here's my contrarian take: Factories are eating inflation costs instead of passing them to consumers. Input prices rising faster than output prices means industrial margins are getting crushed while their suppliers get rich. | We have inflation, we have growth, we have demand - but industrials are absorbing those costs. So I'm focusing on basic materials until we see those factory margins come back. | Want my complete sector breakdown? I cover specific entry points on Freeport-McMoRan, my International Paper income play, and why this PMI data could signal the market turn we've been waiting for. | Click here and watch my video | –Blake Young | | | | They Missed The $10 Million Move. | You Don't Have To. | While everyone else was staring at charts that looked "dead"... | IonQ quietly cracked its Freeze Point. | 59% gain in 104 days. | Astera Labs? 61% in 22 days. | Robinhood? 66% after the ice finally broke. | These weren't lucky guesses. | They were Freeze Points - pressure building beneath the surface that 99% of traders never see. | The cracks form quietly. Then they explode. | Watch the replay and see how Gianni spotted these moves before anyone else knew they were coming. | Don't trade blind when the ice is about to shatter. | Watch The Freeze Points Replay Now | | |
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