THE WATCHLIST

5 STOCKS WITH CATALYSTS THAT COULD HAVE MASSIVE MOVES IN THE COMING DAYS

EARNINGS • PRODUCT LAUNCHES • CEO TRANSITIONS • M&A MILESTONES

Good morning everybody.

It's a holiday-shortened week (markets closed Friday for Good Friday), but that doesn't mean things are quiet. Stocks are finally catching a breather this morning with futures up across the board, and after weeks of elevated volatility, there's a lot of opportunity sitting right in front of us.

That's why our team spent the weekend digging through SEC filings, earnings calendars, product roadmaps, and investor presentations to find stocks with confirmed catalysts happening in the next 1–2 weeks.

We found 5, and each one has the kind of setup where the move could be violent in either direction. Every name below has the chart, the catalyst date, the historical move data, and the key risk.

4-DAY WEEK. Markets closed Friday for Good Friday. VIX below 30, gold at $4,562, oil above $101. One of our picks reports Thursday after the bell, meaning the reaction gaps straight into a 3-day weekend with no way to trade it.

CATALYST #1 • PRODUCT LAUNCH

THIS WEEK

$RGTI — RIGETTI COMPUTING

Quantum Computing • $4.4B Mkt Cap • $13.37 Pre-Mkt

Rigetti builds full-stack quantum computing systems, the kind of machines that could eventually make your laptop look like an abacus. They're one of the few pure-play public quantum names.

The catalyst here isn't earnings, it's a product launch. Their 108-qubit Cepheus-1-108Q system was originally supposed to ship earlier, but Rigetti pushed the timeline to "around the end of Q1 2026" to hit 99.5% median two-qubit gate fidelity. That deadline is this week.

Built from twelve 9-qubit chiplets using their proprietary modular architecture, Cepheus-1-108Q would be the industry's largest modular quantum computing system when it goes live.

The stock is already down 40% over the past three months and fell 7.5% on Friday alone, so a successful launch confirmation could spark a snapback rally, while another delay could send it to fresh lows.

CATALYST: 108-qubit Cepheus-1-108Q general availability, targeted end of Q1 2026

EXPECTED MOVE: +5–6% on successful launch, −3% on another delay

WHAT TO WATCH: Any press release or SEC filing confirming GA status, and whether they hit 99.5% fidelity. Down 40% in 3 months, so sentiment is fragile heading in.

KEY RISK: Quantum computing is still pre-revenue for most players. If they miss this deadline again, roadmap credibility takes a serious hit.

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CATALYST #2 • EARNINGS

THIS THURSDAY

$AEHR — AEHR TEST SYSTEMS

Semiconductor Test Equipment • $1.0B Mkt Cap • $32.90 Pre-Mkt

Aehr Test Systems makes the specialized equipment that tests and "burns in" semiconductor wafers before they ship, including silicon carbide chips for EVs and, increasingly, AI processors that need to be stress-tested at extreme power levels.

This stock is up nearly 60% in the last three months, driven by growing excitement around their Sonoma platform, which can deliver 2,000 watts per device for testing next-gen AI chips. Last quarter they missed EPS, raised guidance, and the stock ripped +15.9% in a single day.

But AEHR is just as capable of going the other direction. The quarter before that? A −17.4% bloodbath. January 2025? A −27.1% wipeout.

Reports this Thursday, April 2 after the close. And here's the kicker... markets are closed Friday for Good Friday, which means any after-hours reaction gaps straight into a 3-day weekend. That's 72 hours of sitting with whatever the print says.

AVG EARNINGS MOVE: ±16.5% (all quarters), ±19.5% (qualifying)

LAST 4 EARNINGS: +15.9%, −17.4%, −12.4%, −6.1%

WHAT TO WATCH: AI processor bookings and Sonoma order pipeline, H2 revenue guidance ($25–$30M target), and whether the OSAT partnership with ISE Labs is generating volume orders.

KEY RISK: Stock is up ~60% in 3 months. If bookings or guidance disappoint, the unwind could be violent, especially with no Friday session to trade the reaction.

CATALYST #3 • EARNINGS

APR 8 AMC

$APLD — APPLIED DIGITAL

AI Data Center Infrastructure • $6.6B Mkt Cap • $24.01 Pre-Mkt

Applied Digital builds and operates next-generation data centers purpose-built for AI and high-performance computing workloads. Think of them as the landlord for AI's most demanding tenants.

Over the last four earnings reports, APLD has averaged a ±22.7% single-day move. Last quarter, APLD missed on EPS but raised guidance for the fourth straight quarter... and the stock ripped 8.1% at the open, then ran another 29% over the next three days.

The quarter before that? A 16% pop. Before that? A 31% face-ripper. But April 2025 delivered a −35.9% bloodbath after guidance concerns spooked the market.

Revenue hit $127M last quarter (+98% YoY), and the $5B Macquarie AI infrastructure partnership is the kind of deal that changes the trajectory if execution continues. Reports April 8 after the bell.

AVG EARNINGS MOVE (LAST 4 Q): ±22.7%

LAST 4 EARNINGS: +8.1%, +16.0%, +31.0%, −35.9%

WHAT TO WATCH: Revenue trajectory ($127M last Q, +98% YoY), 4th straight guidance raise, Polaris Forge 1 construction timeline.

KEY RISK: Negative free cash flow and operating losses persist despite revenue growth. If guidance disappoints, the floor falls out fast.

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CATALYST #4 • EARNINGS

APR 8 AMC

$STZ — CONSTELLATION BRANDS

Beer & Spirits • $26.3B Mkt Cap • $151.40 (Fri Close)

Constellation Brands is the company behind Modelo, Corona, and Pacifico... the beer brands that have quietly become the #1 dollar share gainers in the entire U.S. beer category. Reports the same night as APLD, April 8 after the bell.

The earnings history here tells a dramatic story. January 2025 earnings produced a −19.7% single-day wipeout after management slashed guidance citing "subdued consumer spend." But last quarter the stock gained 4.6% after a revenue miss, because they raised full-year EPS guidance and generated $382M in free cash flow.

The tariff wildcard is the X factor. With Mexico being a major production hub for their beer portfolio, any commentary about tariff impact on the call could move the stock more than the actual numbers. There's also a CEO transition underway, with incoming CEO Nicholas Fink set to give opening remarks on the April 9 conference call before handing it to outgoing CEO Bill Newlands for the Q&A.

Gross margins have been expanding (+1.1pp YoY to 53.2% last quarter), and the company has been buying back stock aggressively... $824M year-to-date as of last report. This is a large-cap that can move like a mid-cap on earnings night.

AVG EARNINGS MOVE: ±6.1% (all quarters), ±13.4% (big-move quarters)

LAST 4 EARNINGS: +4.6%, −0.4%, −7.9%, +2.4%

WHAT TO WATCH: Tariff commentary (Mexico beer production exposure), beer volume trends, and whether management raises or maintains FY26 EPS guidance of $9.72–$10.02.

KEY RISK: Another guidance cut would be devastating. January 2025's −19.7% massacre happened because of a guidance cut, not the earnings miss. The call matters more than the numbers here.

CATALYST #5 • OPERATIONAL MILESTONE

Q1 END

$CELH — CELSIUS HOLDINGS

Energy Drinks & Beverages • $8.7B Mkt Cap • $34.59 Pre-Mkt

Celsius makes fitness-oriented energy drinks that became a cult favorite with health-conscious consumers, and then the company went on an acquisition spree... picking up Alani Nu and Rockstar Energy to build a full-spectrum beverage portfolio.

The catalyst here isn't earnings, it's the Alani Nu integration completion milestone, which was targeted for the end of Q1 2026, followed by the Rockstar Energy integration through Q2. These integrations are the key to unlocking the margin expansion story... management guided gross margins from ~47.4% in FY25 toward the "low 50s" once transition costs normalize.

The stock has been punished, down 27% over three months. That means if the integration hits on time and margin expansion gets confirmed, this could snap back hard.

But if there are delays or cost overruns, a stock trading at 144x trailing earnings doesn't have a safety net.

CATALYST: Alani Nu integration completion (Q1 end target), Rockstar Energy integration through Q2

EXPECTED MOVE: +3–8% on early/on-time completion, −4% on delays or cost overruns

WHAT TO WATCH: Any filing or press release confirming Alani Nu integration is complete, and whether management reaffirms the "low 50s" gross margin target.

KEY RISK: Integration execution risk is real, and at 144x P/E, any stumble gets amplified. Consumer staples in a relatively high-VIX environment can also get caught in broader risk-off selling.

THE FULL BOARD

ALL 5 CATALYSTS AT A GLANCE

TICKER	CATALYST	TYPE	DATE	EXP. MOVE
$RGTI	108-Qubit Launch	PRODUCT	This Week	±5–6%
$AEHR	Earnings	EARNINGS	Apr 2	±19.5%
$APLD	Earnings	EARNINGS	Apr 8	±22.7%
$STZ	Earnings + CEO	EARNINGS	Apr 8	±13.4%
$CELH	Alani Nu M&A	OPS	End Q1	±3–8%

CIRCLE APRIL 8. Both $APLD and $STZ report after the bell on the same day. That's an AI data center name with a ±22.7% average move and a $26B beer giant with tariff exposure and a CEO transition, both catalyzing in a single evening. Plan accordingly.

BOTTOM LINE

Five names, five confirmed catalysts... This isn't a "set it and forget it" watchlist... and they're high-risk and potentially high-reward type setups.

Know your levels, know the catalyst dates, and don't be the person who checks their portfolio the morning after and says "I didn't know they were reporting."

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.

The world's largest quantum computer set to launch this week, and the Street will be watching