Greetings, fellow investors!

Big news—I’ve officially moved my newsletter from Mailchimp to Beehiiv! This switch will help my operations run more smoothly and provide greater functionality moving forward. And while it may look a little different, the content you know and love is still the same. Plus, I’ve got something special in store—keep an eye on the upcoming issues for a surprise. Let’s dive into this month’s edition!

Here’s to your wealth and success,

Dakota Crisp, PhD

American Eagle isn’t just a forgotten mall brand—it’s staging a comeback. Millennials loved AEO when they were in high school, but abandoned it as they grew up, feeling the brand was too “teen”. In the last year, AEO has expanded beyond “young and trendy” to offer more mature, stylish pieces that are pulling Millennials back in. Combine that with its already strong Gen Z base, solid foot traffic, and an attractive valuation, you’ve got a great investment opportunity.

Generac isn’t just a generator company—it’s a play on energy resilience. As climate change drives more extreme weather and grid instability becomes a growing concern, homeowners and businesses alike are prioritizing backup power. Generac has capitalized on this shift by expanding beyond standby generators into clean energy solutions like battery storage and smart grid technology. While short-term demand softened after the pandemic boom, power outages aren’t going away—and neither is the long-term trend toward energy independence. With a strong brand, improving margins, and an attractive valuation, Generac presents a compelling opportunity for investors betting on the future of decentralized energy.

Micron operates in the cyclical DRAM and NAND semiconductor industry, where the best time to buy is during downturns, not peaks. The 2022-2023 crash created fear of a prolonged recovery, but those concerns are already priced in. Historically, memory cycles rebound faster than expected as supply tightens and demand normalizes. More importantly, AI-driven infrastructure is a secular tailwind. While short-term volatility remains, long-term investors stand to benefit from an asymmetric upside as AI adoption accelerates and memory prices recover.

Disclosure: I currently own positions in AEO. I plan to start positions in MU in the next 48 hours.

Disclaimer: The stock picks and information provided here are for informational and educational purposes only and should not be considered financial advice. I am not a financial advisor, and all investments involve risk. Please conduct your own research, consult a professional financial advisor, and carefully consider your own financial situation and risk tolerance before making any investment decisions. The performance of past stock picks is not indicative of future results, and you assume full responsibility for any decisions made based on this information.