THE FLASH

WE CALLED 5 CATALYST STOCKS ON MONDAY.
HERE'S WHAT HAPPENED.

WATCHLIST UPDATE • APR 1, 2026 • PRICES AS OF 11:00 AM ET

Good afternoon everybody.

Markets are ripping today. The Nazzy (Nasdaq) is up 1.3% as hopes grow that the war with Iran could be nearing an end... Trump said he expects U.S. forces to leave in "two or three weeks," oil is pulling back below $100, the VIX has dropped from 31 on Monday to about 24 right now, and gold just tagged $4,785.

But we're not here to talk about the macro today. We're here because Monday morning we dropped our catalyst watchlist... and 48 hours later, the results speak for themselves.

TICKER MON CALL NOW MOVE
$AEHR $32.90 $38.77 +17.8%
$RGTI $13.37 $14.16 +5.9%
$APLD $24.01 $25.26 +5.2%
$CELH $34.59 $35.43 +2.4%

4 for 4 green in 48 hours. $AEHR is the standout... up 17.8% since we flagged it Monday morning at $32.90. The stock got an extra jolt yesterday after announcing a new silicon photonics customer for AI data center transceivers, and it hasn't slowed down today. $RGTI up 5.9% on quantum launch anticipation, $APLD up 5.2% ahead of next week's earnings.

If you missed Monday's full breakdown with charts and historical data, read it here.

$AEHR • THE BIG ONE

 REPORTS APR 7 AMC

AEHR TEST SYSTEMS — $38.77 (+17.8% SINCE MONDAY)

This is what a catalyst run-up trade looks like.

We flagged $AEHR at $32.90 Monday morning as a catalyst play heading into earnings, and it has ripped nearly 18% in two sessions. Yesterday the stock spiked after Aehr announced a new silicon photonics customer for AI data center transceivers, with shipments expected in their fiscal Q4. That news stacked on top of the earnings anticipation and sent the stock flying.

AEHR confirmed on Sunday that it will report fiscal Q3 earnings next Tuesday, April 7 after the close, with a conference call at 5:00 PM ET. After a 17.8% pre-earnings run-up, expectations heading into that print are now significantly higher than they were Monday morning.

This stock averages ±16.5% on earnings day. The last four quarters went +15.9%, −17.4%, −12.4%, −6.1%. With the stock already up 17.8% into the print, the question now is whether the AI bookings story and Sonoma platform momentum can justify the run, or whether this is a "buy the rumor, sell the news" setup.

THE SETUP: $AEHR has already moved nearly as much as its average earnings-day move before the print even drops. If the numbers deliver, this could keep running. If they disappoint after an 18% run-up, the giveback could be violent. The catalyst window is still open, but the risk/reward has shifted since Monday.

$APLD • UPDATE

 REPORTS APR 8 AMC

APPLIED DIGITAL — $25.26 (+5.2% SINCE MONDAY)

Already moving. $APLD is up 5.2% since our Monday call and reports next Wednesday, April 8 after the close, with a full week of positioning still ahead.

This is the name that averages ±22.7% on earnings day. Revenue hit $127M last quarter (+98% YoY) with four straight guidance raises. If the AEHR pre-earnings playbook repeats here, the run-up window is still early.

But let's be real... this stock also dropped 35.9% in a single session last April when guidance spooked the market. The ±22.7% average move means it cuts both ways, hard.

REPORTS: APR 8 AMC • AVG MOVE: ±22.7% • LAST 4: +8.1%, +16.0%, +31.0%, −35.9%

$RGTI • UPDATE

 Q1 DEADLINE PASSED

RIGETTI COMPUTING — $14.16 (+5.9% SINCE MONDAY)

Up 5.9% since our Monday call. Q1 officially ended yesterday, and Rigetti's self-imposed deadline for the 108-qubit Cepheus-1-108Q general availability was "around the end of Q1 2026." As of this writing, no press release or SEC filing confirming the launch.

That doesn't necessarily mean it didn't happen... companies sometimes announce milestones with a short lag. Still on watch. Any announcement could move this name quickly given the momentum that's already building.

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THE BIG IDEA

WHY CATALYST TRADING WORKS

Most people think of earnings as a coin flip. Buy before the print, pray, and hope for the best.

That's not how this works.

Catalyst trading is about identifying the setup before the event, not gambling on the event itself. Stocks with confirmed, date-specific catalysts tend to move before the event as traders position into it. That pre-catalyst run-up is the trade... the actual earnings print or product launch is when you decide whether to hold or take Cookiez (realized profits) off the table.

$AEHR is the textbook example. We identified it Monday at $32.90 with a confirmed earnings date and a ±19.5% historical average move. Then a new silicon photonics customer win hit on Tuesday and the stock ran 17.8% in two days, before a single earnings number was reported.

That's catalyst trading. You're not predicting the earnings, you're trading the anticipation of the earnings, and positioning early enough that even a pre-earnings news catalyst (like the silicon photonics win) works in your favor.

THE FORMULA: Find the catalyst (SEC filings, earnings calendars, product roadmaps). Check the historical move data (does this stock actually move big on this type of event?). Position days before the catalyst. Take Cookiez into strength or hold through the event if your risk tolerance allows it.

$CELH • UPDATE

 INTEGRATION

CELSIUS HOLDINGS — $35.43 (+2.4% SINCE MONDAY)

The Alani Nu integration milestone was targeted for the end of Q1, which was yesterday. No formal confirmation yet, but operational milestones like this often get announced with the next quarterly update rather than a standalone press release.

Still on watch for margin expansion confirmation. The stock is up 2.4% since Monday, and at 144x trailing P/E, any update on whether the integration is hitting the "low 50s" gross margin target could move the stock in either direction.

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WANT MORE CATALYST WATCHLISTS?

Monday's watchlist went 4 for 4, led by $AEHR's 17.8% run-up. If you want us to keep dropping catalyst watchlists with confirmed dates, historical move data, and charts every week, tell us.

Just reply "CATALYST" to this email.

BOTTOM LINE

Monday's watchlist is working. $AEHR up 17.8%, $RGTI up 5.9%, $APLD up 5.2%... and the actual earnings prints haven't even dropped yet.

Next week is when it gets real. $AEHR reports Tuesday April 7 after the bell, and $APLD follows Wednesday April 8. Two names that average ±18–23% on earnings day, reporting back-to-back nights.

This is catalyst trading. Find the event, trade the anticipation, manage the risk. If you missed Monday's full breakdown, go read it now.

Stay Locked In.

— The Lead Editor, Main Street Betz

DISCLAIMER

We are a bunch of apes who figured out how to use a Bloomberg Terminal and a group chat at the same time. That combination is either genius or a liability, and we honestly aren’t sure which one yet.

Nothing here is financial advice. Seriously. Do your own research. Talk to an actual licensed professional before you YOLO your savings into something you read in a newsletter written by an ape in a hoodie.

Past performance doesn’t guarantee future results. The market doesn’t care about your feelings, your conviction, or your “diamond hands.” It will humble you. It humbles us too. That’s the game.

We may hold positions in securities mentioned. Trading and investing is risky. Trade at your own risk. Eat Cookiez responsibly.

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DISCLAIMER

This newsletter is for entertainment and educational purposes only. We are not financial advisors. We are a bunch of apes who figured out how to use a Bloomberg Terminal and a group chat at the same time.

Nothing here is financial advice. We don't know your risk tolerance, your portfolio, or how many times you've panic-sold at the bottom. Do your own research. Talk to an actual licensed professional before you YOLO your savings into anything we mention.

Past performance doesn't guarantee future results. The market doesn't care about your feelings, your conviction, or your "diamond hands." If you can't afford to lose it, don't trade it.

We may hold positions in securities mentioned. Trade at your own risk. Eat Cookiez responsibly. 🍪

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