Two oversold giants look ready to rally. ͏  ͏  ͏  ͏  ͏
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[Morning Watchlist]

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-------------------------

Dear Fellow Investor,

ANALYSTS STILL LOVE THESE OVERSOLD STOCKS

Even the strongest companies eventually run into turbulence. Markets
overreact, investor sentiment shifts abruptly, and share prices that
once looked unstoppable suddenly fall out of favor. But savvy
investors know that weakness in great companies often creates
opportunity, not risk. And right now, several oversold large-cap names
are attracting fresh optimism from Wall Street analysts, who believe
recent pullbacks have gone too far.

-------------------------

COMPANY: SALESFORCE (SYM: CRM)

One of the clearest examples is SALESFORCE (SYM: CRM). Once trading
near $360, the stock tumbled to recent lows around $222 as investors
grew worried about moderating enterprise spending and fierce
competitive pressure in the artificial intelligence arms race. Slowing
growth expectations added fuel to the sell-off, prompting some
investors to assume the best days of Salesforce might be behind it.

But that narrative is starting to crack. After several quarters of
strong cost discipline, consistent margin expansion, and ongoing
innovation in AI-driven CRM solutions, Salesforce is showing renewed
signs of momentum. And importantly, analysts are taking notice.

Goldman Sachs recently reiterated its BUY rating on Salesforce after
reviewing the company’s latest earnings. The firm raised its price
target to $385, highlighting that revenue, guidance, and profitability
all came in at or above expectations. Salesforce delivered earnings
per share of $3.25, beating estimates by an impressive 39 cents.
Revenue hit $10.26 BILLION, up nearly 9% year over year and solidly in
line with Wall Street projections.

Looking ahead, the company expects Q4 REVENUE BETWEEN $11.13 BILLION
AND $11.23 BILLION, signaling continued stability despite macro
uncertainties. Adjusted EPS is forecast to land between $3.02 AND
$3.04, almost perfectly matching consensus expectations of $3.03. But
the bigger story may be Salesforce’s confidence in its long-term
trajectory.

The company raised its FISCAL 2026 OUTLOOK, now expecting revenue
between $41.145 BILLION AND $41.55 BILLION, up from its previous
range. Even more notably, Salesforce boosted its earnings forecast to
$11.75 TO $11.77 PER SHARE, topping both its earlier guidance and
analysts’ consensus of $11.37.

These numbers, combined with Salesforce’s expanding margins and cash
flow, suggest the recent pullback was more fear-driven than
fundamentals-driven.

And Goldman Sachs isn’t the only firm calling the stock undervalued.

*
WEDBUSH reaffirmed its OUTPERFORM rating with a $375 price target

*
EVERCORE ISI reiterated OUTPERFORM with a $340 price target

*
MORGAN STANLEY reiterated OVERWEIGHT with a $405 price target

*
WELLS FARGO maintained EQUAL WEIGHT with a $265 target, acknowledging
upside but expecting more volatility

Across the board, analysts see Salesforce as a high-quality name
temporarily held back by market sentiment, not business performance.

-------------------------

_Priority Gold_

TRUMP TO CLEAR WAY FOR
MUSK'S SILVER PLAY?

[ELON AND TRUMP]
[[link removed]]

 

 

 

 

 

Elon Musk and Donald Trump might be the ultimate power duo for 2025's
next market revolution: silver.

In 2022, Musk hinted Tesla might enter mining to secure critical
materials. Now Trump's back with pro-business deregulation that could
make this reality.

Just imagine: "Musk Buys Silver Mine to Power Tesla's Future."

Why it matters:
-Silver is Tesla's lifeblood — no silver, no EVs
-Trump's policies clear the path for supply chain control
-Even whispers of Musk entering silver could send prices skyrocketing

Nothing is confirmed—yet. But silver surged 23% in 2024. If Musk
moves into silver, those waiting on the sidelines will be left
scrambling.

That's why we created the 2025 Silver Forecast Guide.

[button 2]
[[link removed]]

-------------------------

COMPANY: AMAZON (SYM: AMZN)

Salesforce isn’t the only oversold giant drawing analyst enthusiasm.
Amazon (SYM: AMZN) has quietly become another attractive opportunity
after a sharp downturn that pulled the stock roughly 10% below its
November highs.

JPMorgan recently reiterated its OUTPERFORM rating on Amazon, noting
that the post-earnings pullback is giving long-term investors a rare
chance to buy a top-tier name at a discount. According to the firm,
Amazon’s stock has retraced to levels seen before earnings—even
though fundamentals remain strong and the company is well-positioned
heading into the holiday season.

Just yesterday, GOLDMAN SACHS reaffirmed its BUY rating on Amazon as
well, calling the stock one of the best large-cap opportunities for
multi-year upside. Much of this optimism centers around Amazon’s
three core pillars:

*
E-COMMERCE STRENGTH and holiday-driven demand

*
AWS CLOUD LEADERSHIP, which remains the backbone of global AI
development

*
ADVERTISING GROWTH, which has quickly become one of Amazon’s most
profitable business lines

But the AI story is especially compelling. KeyBanc Capital Markets
recently highlighted Amazon as a top beneficiary of the coming wave of
generative AI adoption. The firm emphasized that AWS remains robust,
even in a competitive environment, and is poised for further
acceleration as major customers—including AI leaders like
Anthropic—expand their cloud and compute needs.

KeyBanc notes that Amazon is entering a cycle of GIGAWATT-SCALE DATA
CENTER GROWTH, which could serve as a powerful revenue catalyst into
2026 AND BEYOND. With increasing demand for AI infrastructure, AWS is
expected to play a central role in powering advanced models, training
workloads, and enterprise deployments.

The firm maintains an OVERWEIGHT rating on Amazon with a $300 PRICE
TARGET, signaling confidence that Amazon’s AI-driven growth runway
has only begun.

-------------------------

_Banyan Hill_

THE ELON MUSK “MYSTERY METAL” THAT COULD BREAK CHINA’S GRIP
[[link removed]]

[MYSTERY METAL]

TRUMP CALLED AMERICA'S RARE-EARTH DEPENDENCE A "NATIONAL EMERGENCY."
BUT ONE POTENTIAL BREAKTHROUGH… QUIETLY ENGINEERED BY ELON MUSK…
COULD END THAT CRISIS FOREVER. AND ONE TINY COMPANY IS SITTING AT THE
CENTER OF IT ALL. MUSK IS EXPECTED TO MAKE AN ANNOUNCEMENT ANY DAY
NOW. SEE MORE ABOUT THIS SECRET PROJECT HERE.
[[link removed]]

-------------------------

WHY OVERSOLD OPPORTUNITIES MATTER NOW

In market environments like the current one, where volatility is
elevated, investor psychology swings rapidly, and macro headlines
dominate, great companies often get dragged down unfairly. But
historically, these are the exact moments when long-term investors
gain an edge.

Both Salesforce and Amazon share several traits that make their
oversold status compelling:

*
STRONG LONG-TERM REVENUE GROWTH

*
IMPROVING MARGINS AND COST DISCIPLINE

*
LEADERSHIP POSITIONS IN MISSION-CRITICAL SECTORS like cloud computing,
CRM, e-commerce, and AI

*
CONSISTENT ANALYST CONFIDENCE, even during downturns

And perhaps most importantly, both companies are deeply embedded in
the AI cycle, either as infrastructure providers or as enterprise
solution leaders, which could fuel years of incremental growth.

While no stock is immune to market corrections, the combination of
discounted valuations and upbeat analyst coverage creates a powerful
setup heading into the next phase of the AI-driven market.

-------------------------

_Oh Behalf of VisionWave Holdings_

THE AI DEFENSE MEGATREND IS HERE [[link removed]]

[MISSILE CHART] [[link removed]]

As Global Defense Modernization Accelerates, VisionWave Steps Into a
Critical Leadership Role With Breakthrough AI Sensing Technology,
Elite Military Advisors, and Expanding International Defense Pipelines

This stock has built a rare position in the advanced
defense-technology landscape by combining proprietary AI radar systems
with real-world validation across several allied defense programs. 

Its Vision-RF and Evolved Intelligence™ suites enable autonomous
detection, classification, and intelligence fusion in highly contested
environments—capabilities essential for counter-UAS missions, border
security, and next-generation ISR operations. 

With more than 50 patents and multiple successful field pilots, VWAV
is now transitioning from proof-of-concept testing to the early stages
of procurement cycles across the U.S., Middle East, India, and
Israel. 

This pipeline aligns with a defense radar market projected to surge
from $12.4 billion in 2025 to $24.1 billion by 2034, underscoring the
magnitude of the opportunity ahead.

To accelerate this shift into full commercialization, VisionWave has
strengthened its leadership bench with high-stakes geopolitical and
military expertise. The additions of Admiral (Ret.) Eli Marum—one of
Israel’s most accomplished naval commanders—and Ambassador (Ret.)
Ned L. Siegel provide instant credibility, procurement insight, and
diplomatic reach across key allied markets. 

Paired with UK defense policymaker Ben Everitt, the company has
assembled a uniquely global advisory structure designed to help
convert active evaluations into multi-year production contracts. 

With a clean balance sheet, a secured $50 million equity line, and
rising international demand for autonomous defense solutions,
VisionWave may be approaching one of the most significant growth
phases in its history.

SEE HOW VWAV IS POSITIONING ITSELF AT THE FOREFRONT OF GLOBAL
DEFENSE-AI TRANSFORMATION [[link removed]]

-------------------------

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