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[Morning Watchlist]

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EARN YIELD FROM TWO OVERSOLD STOCKS

Markets have a habit of punishing good companies for short
periods—sometimes for legitimate reasons, sometimes simply because
sentiment turns negative. For investors, those dislocations can create
opportunity, particularly when a stock becomes oversold and starts to
stabilize.

But there’s a second layer to that opportunity that many investors
overlook: you may be able to STAY LINKED TO A POTENTIAL REBOUND WHILE
COLLECTING INCOME ALONG THE WAY—by using options-based income ETFs.

These funds are not traditional dividend ETFs. They typically generate
cash flow by SELLING CALL OPTIONS (a covered-call style approach) tied
to a specific underlying stock or exposure. The tradeoff is
straightforward:

*
You may receive REGULAR DISTRIBUTIONS FUNDED PRIMARILY BY OPTION
PREMIUM, not operating-company dividends.

*
You often CAP SOME UPSIDE if the underlying stock rallies sharply
(because calls sold can limit participation above certain levels).

*
You take on UNIQUE RISKS, including high fees, potential distribution
variability, and the possibility that distributions include RETURN OF
CAPITAL (ROC), which can reduce NAV over time.

With that framing, here are two setups that combine “oversold
opportunity” with an income-first structure.

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

_Investing Ideas Daily_

TRADING THE OIL SUPPLY SHOCK
[[link removed]]

Oil markets are adjusting — not because of speculation, but because
supply flexibility is shrinking.

Venezuela’s disruption is removing key barrels from the system at a
time when spare capacity is already limited. Markets are beginning to
reflect that shift through price behavior, volatility, and sector
rotation.

We’ve put together a concise trading briefing that breaks it down:

TRADING THE OIL SUPPLY SHOCK: TOP 3 ENERGY STOCKS EMERGING FROM
VENEZUELA’S DISRUPTION
[[link removed]]

In this report, you’ll see:

• How supply pressure is showing up before headlines catch up
• Three energy stocks traders are watching closely
• What signals to monitor as the setup evolves

CLICK HERE TO REQUEST THE FREE REPORT
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This is about preparation, not prediction.
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ETF: YIELDMAX RDDT OPTION INCOME STRATEGY ETF (SYM: RDYY)

If you want yield exposure to a high-growth platform stock without
owning the stock directly, YIELDMAX RDDT OPTION INCOME STRATEGY ETF
(SYM: RDYY) is designed to do exactly that.

As of January 23, RDYY was trading around $34.

HOW RDYY WORKS (IN PLAIN ENGLISH)

RDYY seeks current income while maintaining exposure to Reddit’s
share price, primarily by employing an option-income strategy tied to
Reddit (RDDT). YieldMax discloses a GROSS EXPENSE RATIO OF 0.99%, a
30-DAY SEC YIELD OF 2.23%, and a DISTRIBUTION RATE OF 58.15% (based on
the fund’s most recently declared distribution annualized).

Importantly, YieldMax also discloses distribution composition. For the
MOST RECENT DISTRIBUTION DECLARED ON 01/21/2026, the fund reported
86.91% RETURN OF CAPITAL and 13.09% INCOME.
That does not automatically mean something is “wrong,” but it does
mean investors should understand that the cash paid out may not be
sourced from traditional “net investment income.” ROC can have tax
implications and can contribute to NAV erosion if it persists.

WHY THE UNDERLYING (REDDIT) MATTERS HERE

Reddit has become a focal point for two major narratives:

A) FUNDAMENTAL MOMENTUM AND OPERATING LEVERAGE.
In its Q3 2025 RESULTS, Reddit reported REVENUE OF $585 MILLION (+68%
YOY), DAUQ OF 116.0 MILLION (+19% YOY), DILUTED EPS OF $0.80, and FREE
CASH FLOW OF $183 MILLION.
Those are not “mature utility” metrics—they’re platform-growth
numbers, and they help explain why investor attention returns quickly
when the stock stabilizes after a drawdown.

B) THE AI DISTRIBUTION AND CITATION DYNAMIC.
A growing argument on Wall Street is that as search interfaces shift
toward AI-generated answers, the value accrues to the sources that
those answers CITE AND REFERENCE. Some analysts have highlighted
Reddit as a disproportionate beneficiary of that citation behavior in
AI-driven search experiences.

As of January 23, Reddit (RDDT) was trading around $219.78.

RECENT WEEKLY PAYOUTS (WHAT INVESTORS ACTUALLY SEE)

YieldMax’s website shows recent RDYY distributions paid weekly,
including:

*
$0.4737 payable 01/09/2026

*
$0.6558 payable 01/16/2026

*
$0.3929 payable 01/23/2026

Weekly distributions can be attractive for cash-flow planning, but
they can also fluctuate materially from week to week.

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

_Crypto 101_

SOMETHING UNUSUAL IS HAPPENING IN CRYPTO…
[[link removed]]

Top hedge fund managers are seeing 3 forces collide:

• Institutional money flooding in via new ETFs
• Regulatory roadblocks finally falling
• Technical signals not seen since the last wealth cycle

Here’s the twist 👉 They believe individual investors have the
edge right now.

Big money moves slow.

You can move first.

I put everything I learned into one simple plan.

DISCOVER THE CRYPTO RETIREMENT BLUEPRINT AND POSITION YOURSELF BEFORE
THE INSTITUTIONAL WAVE HITS.
[[link removed]]

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

ETF: YIELDMAX DKNG OPTION INCOME STRATEGY ETF (SYM: DRAY)

If you prefer a consumer/event-driven catalyst profile—where demand
surges around key sports calendars—DraftKings is often in the
conversation. For investors who want that exposure with an income
overlay, YIELDMAX DKNG OPTION INCOME STRATEGY ETF (SYM: DRAY) offers a
similar structure to RDYY.

As of January 23, DRAY was trading around $26.67.

HOW DRAY WORKS

YieldMax reports DRAY’s GROSS EXPENSE RATIO AT 0.99%, its 30-DAY SEC
YIELD AT 2.20%, and a DISTRIBUTION RATE OF 47.19% (again, based on
annualizing the most recent distribution).

On distribution composition, YieldMax indicates that the MOST RECENT
DISTRIBUTION DECLARED ON 01/21/2026 contained 52.16% RETURN OF CAPITAL
and 47.84% INCOME.
Same takeaway: attractive cash flow potential, but investors should
understand what’s driving it.

WHY DRAFTKINGS MATTERS HERE: EVENT CATALYSTS AND ANALYST SUPPORT

Sports betting has become one of the most “calendar-sensitive”
themes in markets, with heightened engagement around marquee events.

To quantify the scale: AGA survey estimates for total Super Bowl
wagering (including casual wagering and broader activity, depending on
the year’s methodology) rose sharply in recent cycles—$7.61B
(SUPER BOWL LVI), $16B (LVII), and $23.1B (LVIII).
Separately, the AGA has also published LEGAL-ONLY Super Bowl wagering
estimates in more recent reporting (a different methodology),
underscoring how large the regulated market has become even before
considering informal/casual activity.

For March Madness, the AGA estimated $3.1B would be wagered nationally
in 2025.

On the Street, DraftKings has also seen supportive research. Needham
reiterated a BUY rating with a $52 price target (as reported by
Investing.com).
Wells Fargo also upgraded DraftKings to OVERWEIGHT with a $49 price
target (as summarized by The Fly / Yahoo Finance).

As of January 23, DraftKings (DKNG) was trading around $30.29.

RECENT WEEKLY PAYOUTS

YieldMax’s website lists recent DRAY distributions paid weekly,
including:

*
$0.2900 payable 01/09/2026

*
$0.1772 payable 01/16/2026

*
$0.2576 payable 01/23/2026

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

_Huge Alerts_

ATCX MAKES ITS NASDAQ DEBUT AS CRITICAL MINERALS BECOME A NATIONAL
PRIORITY! [[link removed]]

[ATCX] [[link removed]]

JUST LISTED ON NASDAQ: ATLAS CRITICAL MINERALS (NASDAQ: ATCX) ALIGNS
WITH U.S. DEFENSE, CLEAN ENERGY, AND THE URGENT BREAK AWAY FROM
CHINA’S MINERAL MONOPOLY!

From fighter jets and submarines to EVs and renewable energy grids,
critical minerals are the hidden backbone of modern power—and
China’s dominance has become a strategic liability. With export
controls tightening and geopolitical tensions rising, THE U.S.
GOVERNMENT HAS MADE CRITICAL MINERALS A NATIONAL SECURITY PRIORITY. 

President Trump’s administration is backing that stance with real
action, including massive Pentagon investments and long-term price
guarantees that are reshaping the economics of the entire sector. In a
market scrambling for credible alternatives to China’s control of
critical minerals. 

ATLAS CRITICAL MINERALS (NASDAQ: ATCX) distinguishes itself with A
MASSIVE BRAZILIAN ASSET BASE, ADVANCED RARE EARTH PROJECTS, AND DIRECT
ALIGNMENT WITH SHIFTING U.S. POLICY PRIORITIES.

ATLAS CRITICAL MINERALS (NASDAQ: ATCX), now trading on the Nasdaq, is
emerging as a compelling beneficiary of this shift. With Brazil-based
assets covering rare earths, titanium, graphite, uranium, and iron
ore,  ATCX offers diversification, scale, and geopolitical neutrality
at a time when markets are rewarding credible alternatives to China. 

Early revenue from iron ore production, advanced exploration results,
and an experienced leadership team give Atlas momentum as demand
accelerates across defense, clean energy, and advanced manufacturing.

DISCOVER WHY ATCX IS BECOMING A SERIOUS CONTENDER IN THE GLOBAL RACE
FOR CRITICAL MINERALS [[link removed]]

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

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We would like to inform you that we have received or expect to receive
compensation in connection with the purchase or sale of the securities
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This communication should not be considered as an endorsement of the
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provided about the securities of Atlas Critical Minerals (NASDAQ:
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We encourage you to conduct your own due diligence and research before
making any investment decisions. You should also consult with a
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This disclosure is made as of 01/26/2026.

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The advice and strategies contained herein may not be suitable for
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