2 Stocks For The Midterm Boom

BlackRock and Goldman are already positioning  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

August 10, 2026 Editor’s Note: Jason Bodner spent two decades on Wall Street. He placed huge trades for the biggest funds and richest people on Earth. Along the way, he built a tool that does one thing. It catches big firms quietly buying a stock — before the rest of the market wakes up. Right now, it has flagged something odd. BlackRock, Goldman Sachs, and Vanguard are sneaking cash into two overlooked AI stocks. And they’re doing it before the November 3 election. Click here for the details or read more below. Dear Reader, For the last 78 years, one thing has predicted a bull market… With 100% accuracy… The midterm election. It’s happened every time, since 1948. And some studies show it going back to the 1800s. It doesn’t matter which party wins. Or what the economic conditions are. In war and in peace… The 12 months following a midterm election are the most profitable. In fact, post-midterm years beat the prior year 6-to-1. And the S&P 500 averages 18% gains in post-midterm years. Now, the Midterm Boom is set to happen again. On November 3… And a new set of stocks will leap to the front of the line. Click here to find out more. Regards, Jason Bodner Founder, Outlier Intel This email may contain paid advertisements and affiliate links. Guardian Financial Publishing may receive compensation if you click a link or make a purchase. AFAA is a publication of Guardian Financial Publishing (D/B/A) Stable Financial Publishing | Privacy Policy | Terms | Disclaimer Your American First, America Always account is active and this message was delivered as part of your current subscription. If you did not request this email or believe it was sent in error, please reply directly so our team can review your account status. Account Status and Subscription Details Your subscription is confirmed and your delivery preferences are current. You are receiving content based on the schedule and format you selected when you registered. 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We’re Still Focused On (Nasdaq: SAFX) This Morning — Bell Rings In 90 Minutes And Our Full Report Is Still Live Right Now

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Paul Prescott Puts (Nasdaq: SAFX) On The Watchlist This Morning — Monday, August 10, 2026 Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Put SAFX On Your Screen While It’s Still Early… August 10, 2026 Dear Reader, The story Street Ideas brought to readers last night has not slowed down — and the bell is about 90 minutes away. On Friday, August 7, 2026, XCF Global, Inc. (Nasdaq: SAFX) confirmed in an operational update that New Rise Renewables Reno had produced renewable diesel and completed initial fuel sales following its planned upgrade program. CEO Chris Cooper described the next phase: "Restarting a renewable fuels facility is only the beginning. Our focus now is operating safely, improving reliability and executing with discipline as production and commercial activity advance." Initial sales are moving forward under the July 7, 2026 definitive agreements with BGN INT US LLC — and that framework is working. According to Benzinga, Amit Dayal at H.C. Wainwright set a $1 Bullish target on SAFX suggesting over 170% upside potential from Friday's $0.37 range — before initial fuel sales were confirmed. Catching this for the first time this morning? Here is the one thing worth knowing before the open: earlier this summer, SAFX made an approximate 80% move in under a month per Barchart — and every milestone that followed came after that move. The August 7 operational update is the headline — but the SAFX story stretches well beyond Reno. On April 13, 2026, XCF signed a definitive Business Combination Agreement with Southern Energy Renewables and a Nasdaq-listed carbon management company. Southern Energy brings a planned 28M-gallon-per-year eSAF project in Louisiana, while the carbon management partner adds an environmental asset platform tied to low-carbon fuel activity. A preliminary proxy was filed July 27, 2026, with July 29 as the shareholder record date. XCF has outlined 2027 targets of $775M–$825M in gross product sales, $110M–$120M in net revenue, and $65M–$70M in EBITDA — all set before initial fuel sales at Reno were confirmed. On the policy side, the 45Z Clean Fuel Production Credit runs through December 31, 2029, while D4 RINs under the Renewable Fuel Standard and California's LCFS can add further value depending on fuel pathway, carbon intensity, feedstock eligibility, and other applicable requirements. XCF's Reno facility runs on waste- and residue-based feedstocks including used cooking oil, animal fats, and agricultural co-products. SAFX heads into Monday with several developments moving at once — initial fuel sales confirmed, commercial ramp advancing, three-party combination moving through the shareholder process, and policy credits running through the end of the decade. For Street Ideas, that is more than enough reason to keep SAFX on the radar. The Company Behind SAFX — What Is Operating, What Is Signed, And What Is Still Coming XCF Global is a Houston, Texas-based producer of renewable diesel and sustainable aviation fuel. Its flagship facility, New Rise Renewables Reno, sits in Nevada with a permitted nameplate capacity of 38 Mln gallons per year. The plant runs on HEFA technology under an Axens license with Alfa Laval pretreatment equipment, converting waste- and residue-based feedstocks — used cooking oil, animal fats, agricultural co-products — into renewable diesel, renewable naphtha, and blended SAF. Here is what makes the current moment worth paying attention to. Following a planned upgrade program, the facility restarted operations, produced renewable diesel, and completed initial fuel sales — with ongoing optimization work designed to support reliability and long-term commercial performance. That sequence matters: upgrade, restart, production, sales. Six months ago this was a development-stage story. Today it is an operating one. XCF came to Nasdaq through a business combination with Focus Impact BH3 Acquisition Company. The commercial backbone of Reno's operations is the BGN INT tolling agreement — six years, covering 100% of feedstock supply and positioning BGN INT as the priority offtake partner for all renewable fuel produced at the facility. That agreement converted a prior binding term sheet into a fully executed commercial framework. The feedstock is sourced. The buyer is contracted. The conversion is happening. That is the operating picture at Reno right now. The platform does not stop there. Beyond Reno, the development pipeline includes New Rise Reno 2, Fort Myers FL, Wilson NC, and a 15-year international licensing agreement with New Rise Australia covering three facilities in Western Australia, South Australia, and Queensland. The pending three-party merger with Southern Energy Renewables and a Nasdaq-listed carbon management company — with a preliminary proxy filed July 27, 2026 and a shareholder record date of July 29 — would expand that platform significantly if closed. What exists today at Reno is the starting point, not the ceiling. Microsoft, Google, Amazon, Nike, FedEx, UPS, and DHL All Want SAF — And There Are Only 40 Facilities Producing It Microsoft, Google, Amazon, Nike, FedEx, UPS, and DHL have all made formal SAF purchasing commitments as part of Scope 3 emissions strategies. That list is not a group of airlines. It is a cross-section of the global economy — and every one of those companies is looking for fuel that domestic production is not yet built to supply at scale. That is the sector SAFX operates in. And it has a supply problem that is not going away soon. Aviation cannot electrify at commercial scale in the near term. Battery-electric aircraft are not viable at range or payload. Hydrogen-powered flight remains years from deployment. SAF is the only pathway that exists right now — a chemical drop-in for conventional jet fuel that works in existing aircraft and existing infrastructure, reducing lifecycle carbon emissions by up to 80% without a single modification to the planes burning it. The supply gap is severe. Roughly 40 facilities produce SAF globally today. Getting to net-zero aviation by 2050 requires something closer to 7,000. Annual global SAF demand is expected to reach approximately 5.5 Bln gallons by 2030, according to XCF's corporate presentation, against current capacity that covers a fraction of that. The U.S. SAF Grand Challenge targets 3 Bln gallons of domestic annual production by 2030. New Rise Reno is one of only five SAF-capable facilities operating in the United States. XCF is producing. Blending mandates across the EU, UK, China, India, Canada, and Brazil are adding regulatory demand on top of those voluntary corporate commitments — demand that domestic production is not yet positioned to satisfy on either front. U.S. jet fuel prices climbed roughly 70% year-over-year as of mid-2026, driven by disruptions to conventional crude supply routes. Renewable fuel produced from local waste feedstocks carries a cost structure with no exposure to Middle Eastern crude benchmarks. That supply chain independence is what fuel buyers — from airlines to logistics operators to corporate sustainability teams — are actively asking for. XCF is producing that fuel today. The SAFX Story In Six Steps — From Definitive Merger Agreement To Initial Fuel Sales XCF confirmed that New Rise Reno had produced renewable diesel and completed initial fuel sales following its planned upgrade program — reported on August 7, 2026. XCF filed a preliminary proxy statement tied to its three-party business combination, with July 29, 2026 set as the shareholder record date — filed on July 27, 2026. New Rise Renewables Reno began producing renewable diesel, marking the transition from commissioning to expected revenue-generating operations — announced on July 9, 2026. XCF executed definitive agreements with BGN INT US LLC, establishing a six-year tolling structure covering 100% of feedstock supply with BGN INT as priority offtake partner — executed on July 7, 2026. Amit Dayal at H.C. Wainwright initiated Bullish coverage on SAFX with a $1 target, ahead of the July production start and the subsequent initial fuel sales confirmation — initiated on June 23, 2026. XCF signed a definitive Business Combination Agreement with Southern Energy Renewables and a Nasdaq-listed carbon management company, with combined 2027 gross product sales targets of $775M–$825M — signed on April 13, 2026. 7 Reasons We Are Watching SAFX First Thing Monday Morning — August 10, 2026… 1. 170% Upside Potential: Amit Dayal at H.C. Wainwright set a $1 Bullish target on SAFX — suggesting over 170% upside from its recent $0.36 range, according to Benzinga — and that target was set before initial fuel sales were confirmed. 2. Approx. 80% Move First: SAFX made an approximate 80% move in under a month this past summer — from around $0.33 on June 16 to $0.60 on July 10 per Barchart — before the production milestone and before first sales were confirmed. 3. Sales Are In: New Rise Reno completed initial renewable diesel sales per the August 7 operational update — the company has crossed from production into commercial execution and the focus is now on the ramp ahead. 4. Upgrade Behind Them: The planned upgrade program at New Rise Reno is finished — lower-temperature operating parameters and updated process conditions are now in place, and the facility is advancing through its commercial ramp. 5. BGN INT Active: Initial fuel sales are proceeding under the six-year tolling structure with BGN INT — covering 100% of feedstock supply and serving as priority offtake partner for all renewable fuel produced at New Rise Reno. 6. Merger In Process: A definitive business combination with Southern Energy Renewables and a Nasdaq-listed carbon management company is working through the shareholder approval process — with combined 2027 gross product sales targets of $775M–$825M established before initial fuel sales at Reno were confirmed. 7. Credits Through 2029: The 45Z Clean Fuel Production Credit — up to $1.75 per qualifying gallon, extended through December 2029 — stacks with D4 RINs and LCFS credits to build a multi-layer regulatory revenue base around SAFX's fuel production. Put SAFX On Your Screen While It’s Still Early… SAFX is the name Street Ideas is watching heading into Monday — and the story behind it has not finished moving. New Rise Reno has moved into initial fuel sales, the planned upgrade is complete, and the facility is advancing through its commercial ramp. SAFX has already shown strong recent momentum, including an approximate 80% move from June 16 to July 10, according to Barchart. Amit Dayal at H.C. Wainwright has placed a $1 Bullish target on SAFX, which suggests over 170% upside potential from Friday's $0.37 range, while the BGN INT framework and pending three-party business combination add more developments to watch. At Street Ideas, we put names in front of readers when the developments warrant it — and right now, SAFX warrants it. Our next update could be coming very soon. Keep an eye out for it. Sincerely, Paul Prescott Co-Founder & Managing Editor Street Ideas Newsletter       Street-Ideas.com (“Street-Ideas” or “SI” ) is owned by 147 Media LLC, a single member limited liability company. Data is provided from third-party sources and SI is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile SI brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between 147 Media LLC and TD Media LLC, 147 Media LLC has been hired for a period beginning on 08/09/2026 and ending on 08/10/2026 to publicly disseminate information about (SAFX:US) via digital communications. Under this agreement, TD Media LLC has paid 147 Media LLC seven thousand five hundred USD (“Funds”). To date, including under the previously described agreement, 147 Media LLC has been paid twenty nine thousand USD (“Funds”). These Funds were part of the one hundred thirty four thousand USD funds that TD Media LLC received from a third party named Global Alliance Consulting who did not receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither 147 Media LLC, TD Media LLC and their member own shares of (SAFX:US). Please see important disclosure information here: https://street-ideas.com/disclosure/safx-iRqrr/#details

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7 Key Potential Catalysts Help (Nasdaq: SAFX) Claim Our Top Watchlist Spot Monday

Six weeks.

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored 7 Key Potential Catalysts Help (Nasdaq: SAFX) Claim Our Top Watchlist Spot Monday August 10th Dear Reader, Six weeks. That's all it took for U.S. jet fuel prices to go from roughly $2.50 per gallon to nearly $4.90 - one of the fastest price spikes in recent memory. Diesel followed a near-identical path, rising more than 50% in the same window. And while legacy fuel markets scrambled to respond, one small-cap Nasdaq name quietly started generating renewable fuel at a Nevada refinery. That name is XCF Global, Inc. (Nasdaq: SAFX). SAFX began producing renewable fuels at its New Rise Renewables Reno facility on July 9th, 2026, with a permitted nameplate capacity of 38Mn gallons per year. This is real output from a real facility. Initial phase production runs as renewable diesel during commissioning, with a planned transition to sustainable aviation fuel (SAF). Here is the broader setup. Aviation is among the world's most carbon-intensive industries. IATA estimates that SAF could contribute up to 65% of the emission reductions aviation needs to reach net zero by 2050. Right now, SAF represents less than 1% of all aviation fuel burned worldwide. That is not a trend. That is a structural transformation still in its earliest stages. The EPA just issued its highest-ever Renewable Fuel Standard requirements for 2026 and 2027 - 25.82Bn and 25.98Bn RINs respectively, which the agency called "the highest in program history." D4 RINs were adding approximately $3.06 per gallon of SAF as of April 27th, 2026, on top of fuel sale revenue, LCFS credits, and the 45Z Clean Fuel Production Credit worth up to $1.75 per gallon. The math layering here is notable. An earnings announcement is scheduled for August 14th, 2026 - the first formal financial report after production began. Company Breakdown: XCF Global, Inc. (Nasdaq: SAFX) XCF Global is a Houston-based renewable fuels producer specializing in SAF and renewable diesel. Its flagship asset - the New Rise Renewables Reno facility in Nevada - uses Axens' Vegan® HEFA technology to convert used cooking oil, distillers corn oil, and animal fats into fuels cutting lifecycle greenhouse gas emissions. The facility can switch between renewable diesel and SAF in real time depending on market pricing - a flexibility advantage competitors simply do not have. SAFX also holds a binding offtake agreement with BGN INTL for SAF production. Leading operations is Company CEO Chris Cooper, a veteran of Neste North America where he previously led SAF commercialization across the Americas. On the corporate side, SAFX signed a definitive three-party business combination agreement with carbon management firm and Southern Energy Renewables on April 13th, 2026, targeting a $3Bn combined enterprise. More Sources: SAFX Website. SAFX Presentation. 7 Potential Catalysts Now On Our Radar For (Nasdaq SAFX) 1.) Renewable Fuel Is Now Flowing From Reno, Pushing SAFX Into Revenue-Stage Territory. The July 9th, 2026 production start means SAFX has moved out of the development phase, with actual revenue data set to appear in the upcoming August 14th earnings release. 2.) Jet Fuel Doubled in Six Weeks, Making the Domestic SAF Case Self-Evident for SAFX. The near-100% price surge from February to April 2026 - driven by restricted tanker routes through the Strait of Hormuz - demonstrated exactly why waste-based domestic SAF carries a structurally distinct and more resilient supply chain versus conventional petroleum. 3.) D4 RINs Worth $3.06 Per Gallon Create a Powerful Embedded Credit for SAFX. At the EPA's reported $3.06 per gallon D4 RIN value as of April 27th, 2026, every gallon produced at the 38-Mn-gallon-capacity Reno plant carries a meaningful regulatory credit layered above the fuel sale price itself. 4.) A $1.00 Analyst Target From H.C. Wainwright Hints At A Triple-Digit Potential Upside. A couple months ago, H.C. Wainwright analyst, Amit Dayal, initiated coverage on SAFX and tagged a $1.00 target. After SAFX closed on Friday, that target hints at a potential upside of 150+%. 5.) A CEO From The Global SAF Elite Signals a Serious Execution Mandate at SAFX. Company CEO Chris Cooper's institutional track record at Neste, one of the world's most established SAF producers, suggests SAFX is not merely building infrastructure - it is importing the operational knowledge base needed to run it at scale. 6.) Axens Vegan® Collaboration Gives SAFX a Replicable Global Refinery Playbook. The Vegan® technology agreement creates a standardized, repeatable facility design that SAFX can deploy across its expansion pipeline and through its international licensing model now developing in Australia. 7.) Published 2027 Targets Set a Clear Performance Benchmark for Tracking SAFX Management. Q1 2026 targets of $110-120Mn net revenue, $65-70Mn EBITDA, and 40-43Mn gallons produced give the market a concrete framework for evaluating management execution over the next 18 months - with a known benchmark against which results will be measured. Final Thoughts The SAF market is early. The economics are improving. The policy framework in the U.S. is the most supportive it has ever been. And SAFX just turned on its production tap. This story is not fully told yet - it is one that is just beginning to develop. The August 14th earnings release could be the first real test of how the revenue story starts to look on paper. Coverage is officially initiated on XCF Global, Inc. (Nasdaq: SAFX). Sincerely, FierceAnalyst | Jaks Swift Editorial Writer (Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)

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