Rebels Edge · Thu, Sep 17, 2026

Amazon Just Sent Generac Stock Soaring 20%

Summary

The host attributes a broad market rebound and lower volatility to the Federal Reserve delivering an anticipated rate hike. Stock coverage centers on Generac’s reported Amazon supply agreement, Nebius’s pricing increases, regulatory relief for tokenized securities, and Ciena’s growth outlook.

The host says an expected 25-basis-point Fed rate hike reduced uncertainty, with the VIX falling 11.5% to 15.68.
The host argues that interest-rate increases will not resolve energy-driven inflation while the Strait of Hormuz remains disrupted.
Generac reportedly rallied about 20% after a long-term agreement to supply generators for Amazon data centers; the host cited a $375 Canaccord price target.
Nebius announced roughly 17%–25% increases in on-demand GPU and CPU prices effective October 1; shares retained about a 2% gain after a larger opening jump.
The host describes temporary conditional regulatory relief for tokenized securities venues as progress despite stalled digital-asset legislation.
Ciena outlined roughly 30% annualized revenue growth through fiscal 2029 and a backlog approaching $10 billion; shares were up about 4% during the discussion.

GNRC AMZN CAT NBIS AAPL CRM CIEN

Full transcript

Welcome back to The Rebel's Edge. Today, I'll be talking about exactly what's going on after the Fed did exactly what was expected. In other words, is the known known better than the unknown known? [laughter]
Well, we'll have an explanation for you on today's Rebel's Edge.
>> [music] [music] [music] >> Well, folks, you probably noticed that there is no Pete Najarian right over there. And there's good reason for it.
Pete is out doing some work today outside of the office and thus couldn't be on with me today. But, you're still going to get The Rebel's Edge and you're going to get every bit of it. Just won't get the insights from Pete and believe me, I miss them, too.
But, let's dive right into macro, shall we? And as you've heard me say many times and Pete has virtually always agreed, the unknowns are what that uncertainty about what the unknowns are or what they may be are what drive
market volatility. So, in other words, once we know that the Fed has indeed moved on rates and is indeed thinking about a second rate hike in 3 years. They've done one, they're thinking about a second. Well, believe it or not, that has pushed volatilities down and we'll get to that
in just a moment. But, first, I'll say global indices are indeed trading higher.
The markets, both here in the US and overseas, are rebounding. The Federal Reserve's interest rate, well, they did exactly what the bond vigilantes had been screaming from the rooftops about for literally years. And they finally got what they wanted. Now, we'll see
whether or not that has an impact on inflation. I believe that it will not, but I'm not saying the Fed should not have moved. I'm saying that in order to keep herding those cats on the FOMC that Kevin Warsh, the new F Federal Reserve
Chairman, needed to do exactly what he did and what the group unanimously agreed to do. Um if you if he had not or if the he had managed to splinter that group, I think that would have been bad for Fed independence and I think that we could have faced
more uncertainty and higher volatility.
So, I think they did what they had to do, but again, is that going to impact the cost of the farmers who have to use diesel fuel to get crops in and out of the ground?
No. Is it going to impact the the jet fuel to take high-tech or otherwise from here to there or there to here? No. None of the major inputs for inflation, which are fossil fuels, primarily crude oil,
are going to be impacted by this. But, they had to put on a unified front and they're going to give it a shot to see whether or not inflation comes down. And here's a dirty little secret.
It's not going to come down until the Strait of Hormuz is wide open again.
You can take that to the bank, folks.
All right. So, let's say that this widely anticipated rate hike was exactly what the market was looking for, which is true. It was a 93% chance and whoever had that $3 million bet last week, well, they made almost $300,000
on that bet because basically they bet that the rate would go up by 25 basis points and indeed it did. All right, now let's hit the VIX, the volatility metric for the S&P 500.
Where is that trading right now? Well, it's trading at 1568, 15.68 down 11 and 1/2%. Oh my, why would that be? Exactly what I just described folks.
The unknowns are what causes volatility to rise. The oh my god, why are we seeing such liquidations? Turns out 500,000 accounts over in Korea during July. When you don't know something, that is that unknown that causes
volatilities to rise. That is not the case today. Now, let's take a look also at the prediction markets, shall we?
Especially since Jared and I are Cubs fans.
At least I think Jared's a Cub Cubs fan.
And um PCA, which is Pete Crow-Armstrong, has just been putting on a show for the ages folks. PCA leads the National League MVP race reflecting a 95%
implied probability that he wins it. And the reason isn't that Shohei Ohtani is not great, he is. He's also on the disabled list right now. And meanwhile, while he's on that list, PCA or Pete
Crow-Armstrong has been racking up home runs. He hit 43 and 44 last night. So, our prediction observation for the day today is that there is money pouring into this, but I don't think
that you want to be chasing into this for 5%. In other words, you've got 95% chance that it's going to be Pete Crow Armstrong. Um I would say that's great, but I would also say I don't want to put money on that when I only have 5% to make. You put a million dollars on that,
you could win 50 grand. Woohoo! And you could lose 950,000 dollars. That's the way that works, folks. All right. Let's uh talk about uh Circa 2026 and Rebel Capital. So, as you know, that QR code right there that I'm so in love with
that I talk about every day here on The Rebel's Edge, uh which by the way, it's Thursday, so this is the last Rebel's Edge of the week, but that QR code will get you onto our website. And when you land there, you can sign up for the Rebel Investors Club. You get 3 months free.
Don't have to put in a credit card. You get that regardless for hitting that website. And then, you can explore and look, see if this is something that would assist you in your investment strategies, whether it's uh uh financial integrity that you're looking for, uh whether it's
understanding of how an SPV, special purpose vehicle, how they actually work and why some of them, even if they can get you in to uh a stock before it comes public, might not be so good for you. Some of them could be fantastic. We help break
that down for you in Las Vegas, Nevada at the Circa Hotel and Casino. We'll also be talking about crowdfunding.
We'll be talking about quantum computing, data centers from somebody who runs one and has 10,000 Bitcoins that he has mined uh as part of that data center play. We're also going to be talking about um investing in the likes of AI and whether the SAS-pocalypse is
something you should fear or something that you should use as an investment vehicle. Look at all of that and then tell me that for $495, this isn't the best $495 you've ever spent because we have an incredible
lineup that includes three Super Bowl rings on the fingers of Lonnie Paxton.
We've got uh Heisman Award winner Doug Flutie out there. Folks, we're going to have so much on the entrepreneurial stage that you're not going to believe it. So, scan the QR code. Sign up now. You can get airfares right now, folks, for much
cheaper than you'll get them if you wait another two or three weeks. It's a full month into the future before we kick this off. So, why not sign up now, buy your uh airfare or bus ticket or drive, however you want to do it. Um and let's see each other in Vegas and
have a great time together. A lot of like-minded investors and I can't say enough nice things about the speakers or the host, Derek and Greg Stevens, who owns Circa Hotel and Casino. It's going to be fabulous. All right, let's move on
to the big movers of the day, Generac.
Stock gapped higher on long-term Amazon data center generator supply agreement.
So, what exactly does that mean? Well, Generac, GMR C, um is one of those stocks that um comes up uh when you're talking about uh ways to keep a data center working even when the uh
uh power goes down. Or, if you choose, um you could get a Generac generator to generate you off the grid permanently.
Um again, those are the sorts of things that are driving this stock today, Generac, because that's what they make.
So does Caterpillar. Although this is Generac's main business, Caterpillar, of course, has several other businesses that you're well aware of. But GNRC, um we're looking at it and basically
saying, "Hey, Canaccord says $375 a share. It's trading 208." So, you see that there's a lot of upside potentially in this stock. I love that. And um it exploded through 180 and 200, which was
a zone uh that it needed to move through. And uh it was oversold versus both 50 and 200-day averages. So, to see this stock, Generac, move up through 208 today and even higher than that, put up a 20%
rally, that's a really good thing. Next one, Nvidia's Group. So, shares are up on the AI cloud provider raising their uh on-demand GPU and CPU prices roughly
17 to 25% effective October 1st. What is that doing? That is causing people to spend that money now. Like that. Um you're not putting off that purchase.
You're jumping in now. And for that reason, when we look at NBIS, which is one of our bigger data center plays, NBIS um is moving higher. I'm going to give you an exact reading right now. It's up 2% so far today, but how much was it up
earlier? Well, it closed last night at 209.37.
It opened at 230 bucks. So, if you round it up and said, "Okay, it closed at 210." It went up $20. And then hit 232.85 on the highs. Then it has pulled back.
So, it's right now um trading at just 213.36.
Still a pretty good move, folks, and something that I think is going to um cause them to be a focused stock on a lot of uh investor letters over the weekend and into next week.
Next one, Securitize, S E C Z.
As you might imagine, what does a company like Securitize do? Well, tokenized uh product, in particular, stocks. So, after the Clarity Act, which as you know, is the uh digital asset act that has languished in Congress. It they tried to get it through the Senate this
week.
Did not happen. So, the regulator has granted temporary conditional exemptive relief to tokenized securities venues, uh in other words, that want to offer a tokenized stock, tokenized Apple, tokenized uh CRM, Salesforce, or
whatever it might be, tokenized um MBIS for that matter. Well, they basically had to set down the guidelines for how that would work, folks. And some of the things they said are things that you would say, "Well, duh, you got to do that." Well, has to be written down by the regulator. So, if
they give this uh temporary conditional exemptive relief, um the regulator had to say, for instance, "Okay, if the stock stops trading on the regulated markets for NMS, it's got to stop on your tokenized market, as well." That's one of the things that they put out
there. But, there were other things, as well. And as you might imagine, um a stock like SECZ, Securitize, it's basically a stock that uh trades in the single digits. Not in the $1 range, but
up in the $9.50 range. It's up 20% today, almost 21% and if you look at the 52-week high and low, um the 52-week low is $5.14.
52-week high, $14. So, we're give or take in the middle of that range. And um I think this is not a clear victory for them, but it is a victory that they get to move this down the uh down the track rather than just sit there and
twiddle their thumbs waiting for um the Clarity Act to pass. So, exemptive relief, I think they're pretty happy about that.
Obviously, they need even more to move it further, but um until sometime in the future when either Clarity or the next uh Digital Asset Act passes, this is um what they needed to get, like I say, moving on down the track. Lastly, Ciena,
Ciena, higher after its investor forum and fiscal 2029 framework was calling for roughly 30% revenue CAGR through 2029. 30%, folks.
This is already obviously a superheated industry because Ciena um has a backlog heading towards $10 billion with a B.
So, the fact that uh they're saying going forward, we are still seeing dram- dramatic uh uh uh demand for our product is a really good thing. It's not a surprise that Ciena would see a little love today as it did
in the pre-market in particular. Ciena and when you push to the regular session today, it still holds on to about a 4% gain. On the highs this morning, I'm just checking right now. On the highs, it was $375.
That is nearly $22 higher than where the stock is right now, and it's still up 4% right now.
All right, even though Pete is not here, we're still going to go over some of Pete's uh Rebel's Own Sports. So, let's kick it off as we always try to do with a very interesting video. So, um Mr.
Mestemaker, um I think you guys are going to love this. My brother Pete and I love the story. We love this underdog kid who had no stars, did not play in high school except as a punter, I think.
Um and yet the kid just kept driving, kept driving, kept driving, and I want you to see what happens when you don't quit. So, let's give this a look and a listen.
>> Former state quarterback Drew Mestemaker might have one of the most unbelievable stories in all of college football. And I swear I'm not making this up. Drew Mestemaker never started a varsity game at quarterback in high school.
>> Zero.
>> His freshman year, he was the B team quarterback. His sophomore year, he split time on JV. His junior year, he was the backup. And then his senior year, when he thought he would finally get his opportunity, he was the backup again. He actually ended up playing safety and punting just to get on the field.
Most people probably would have realized at that point, yeah, maybe quarterback just isn't happening. But not this dude.
After high school, he kept training on his own and somehow got connected with Jeff Christenson, the private quarterback coach who has worked with Patrick Mahomes. Christenson eventually called North Texas head coach Eric Morris about Mestemaker. And here's the crazy part. Mestemaker didn't have any varsity quarterback film to send them,
but North Texas still gave him an opportunity to walk on. And when he got there, he was the fifth-string quarterback. Fifth-string. Most teams don't even have five quarterbacks on the team. But, somehow he worked his way up the depth chart, and in 2025 as a redshirt freshman, he absolutely
exploded. He led the entire FBS with 4,379 passing yards and won the Burlsworth Trophy as the best player in college football who started his career as a walk-on. Then, he followed Eric Morris from North Texas to Oklahoma State. And this past weekend, he just led Oklahoma State to a 39-31 upset over
number six Oregon. Meester Maker threw for 317 yards, ran for another 109, and accounted for three touchdowns. Think about how insane this is. This dude never started a varsity game at quarterback in high school. Walked in at North Texas as the fifth-string quarterback, and now he's putting up
over 400 yards of offense and beating the number six team in the country at arguably the hardest position in all of sports. That is absolutely unbelievable.
And Drew Meester Maker might have one of the coolest stories in college football.
Oklahoma State quarterback Drew Meester Maker >> I'd say that is the coolest story in college football. And um hats off to him for uh basically uh pushing himself, never saying uh I'm I'm quitting, I'm done, I'm not doing this. Um most of us
would have done that, folks. Most of us don't have uh what it takes to compete at the level that this kid uh wanted to compete at so desperately that he beat all of those odds. I love this story.
This is a made-for-TV movie. It really is.
All right.
Pete Crow-Armstrong, he has surged in the MVP race. Last night, two more home runs, number 43 and number 44 in an 8-4 win over Atlanta. That broke Billy
Williams Cub record for left-handed hitters and drew chance of MVP Pete, MVP Pete over at Wrigley Field. I mean, what a night. He went three for four and this
kid has everything that you'd like him to have. Plays outfield center field and also just an incredible season for PCA, Pete Crow-Armstrong. So, big thumbs up to PCA. All right, second story.
Also a very interesting story because Winnipeg suspended their star goaltender.
Now, why would you do that? Did he get in a drunk driving accident? No. Did he have a domestic violence dispute or issue? No.
This is the Olympic standout goalie for the United States. He plays for the Winnipeg Jets. He's got a nice contract.
Basically, in 2023, so three years ago, he signed a $59 million deal. The average payout to him was 8 and 1/2 million per year. And basically, he's got 42 million left on
that contract. Now, the Jets are not happy, apparently, that he wants to negotiate this contract.
So, they have shopped him, allegedly.
This is according to all the wires, really. They have shopped him to Buffalo, to Carolina, and to Utah and New Jersey.
So, in other words, they're trying to see if they can get somebody to trade for him.
And if they don't, um, if they're not able to secure a trade, then I guess they're either going to have to negotiate with him or, uh, drop the suspension. But, right now, he is, uh, not in, uh, their training camp for the
upcoming 2026-2027 season. And again, that is for, uh, this, uh, standout goalie, uh, on their team. So, I imagine the pressure on that general manager is intense right now.
Um, and obviously the Winnipeg Jets fans probably, uh, increasing that pressure on a daily basis. All right.
Bang. That's going to do it for us today, folks. I'll remind you one more time about that, the, uh, QR code for Rebel Capital 2026. It is going to be a wonderful event. It goes on for 2 days indoors, but the first day, the 19th,
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>> [music]

Transcript from the show's YouTube captions; automatic captions may contain errors. Educational content, not investment advice.