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Goldman Sachs: 300 Million Jobs Will Disappear

Editor's Note: Louis Navellier has spent 40+ years identifying stocks before major tech waves – his system helped him flag Nvidia before its 82,000% run. Today, he's revealing the three stocks at the center of the biggest AI buildout in history. Click here for the full story or read more below.

Dear Reader,

Goldman Sachs just predicted 300 million jobs will disappear.

Not in 10 years. Not in 5.

This is starting NOW.

30,000 layoffs at UPS. 16,000 at Amazon. Factories are going "lights out" with zero human workers.

And now Elon Musk's "Project Apex" is set to accelerate this labor crisis.

A Nobel Prize-winning scientist says what Elon is building "could have an even greater impact on society than the internet."

Nvidia's CEO calls it "superhuman."

And competitors are so panicked, they're flying spy planes over the facility to figure out how it works.

See what Elon is really building – and the stock at the center of it all.

Look, I'm not telling you this to scare you...

I've spent 40+ years analyzing technological shifts like this. My proprietary system has helped me identify winning stocks before every major tech wave.

I'm telling you because on the OTHER side of this disruption is a historic investment opportunity.

The last time a technology shift this big happened, early investors in the right supply-chain stocks had the chance to see extraordinary gains. Lithium Americas: 1,452%. NIO: 1,755%. Blink Charging: 3,648%. All in under two years.

I've pinpointed one tiny company at the center of Elon's AI revolution - 49 times smaller than Tesla – that's become the "secret weapon" of Microsoft, Meta, Amazon, and Google. I'll also share two more stocks positioned for this wave – but I believe this one is the must-own.

Click here for the full story in this free briefing, including the name and ticker of my #1 pick.

Regards,

Louis Navellier
Senior Investment Analyst, InvestorPlace

P.S. My #1 AI pick is 49 times smaller than Tesla but it's powering Microsoft, Meta, Amazon, and Google. Get the name and ticker in this free briefing before this story goes mainstream.

Tilray is not a clean single-theme cannabis stock anymore. It is a hybrid consumer-products story built across cannabis, beverage alcohol, distribution, and wellness. That makes the setup more interesting into earnings, because the market is not only asking whether cannabis volumes are improving. It is asking whether the diversification strategy is finally creating a more stable earnings base.

That matters in the current tape. The cannabis complex still struggles to command premium multiples because investors have seen too many revenue stories without durable profitability. Tilray’s recent appeal has come from a different angle: revenue stabilization, international medical growth, and a balance sheet that looks less stressed than many peers. That is why this quarter is important. A company with sub-$1 billion market cap and a record Q2 does not need perfection to move hard; it needs proof that progress is repeatable.

The first thing traders need to understand is that consensus is not perfectly clean. MarketBeat is using roughly $201.35 million in revenue and -$0.14 EPS, while the framing you gave points to about $205.9 million in revenue. The practical takeaway is that Wall Street is broadly looking for low-double-digit top-line growth, not a blockbuster quarter.

That puts the emphasis on quality of revenue and segment mix. In Q2, Tilray generated $217.5 million in revenue, with cannabis revenue of $67.5 million, beverage revenue of $50.1 million, and distribution revenue reaching a quarterly high of $85.3 million. Gross profit was $57.5 million, but gross margin slipped to 26% from 29% a year earlier. That is the tension in the story: revenue is improving, but margins have not yet turned into a clean upward line.

Last year’s fiscal Q3 gives a useful base. Tilray reported $185.8 million in revenue, $52.0 million in gross profit, 28% gross margin, and $9.0 million in adjusted EBITDA. Beverage alcohol revenue rose to $55.9 million and distribution revenue increased to $61.5 million, but cannabis revenue fell to $54.3 million from $63.4 million. That means traders tomorrow should not just watch the headline revenue line. They should watch whether cannabis stabilizes, whether beverage returns to growth after a weaker Q2, and whether distribution remains the volume engine.

The balance-sheet angle also matters. After Q2, Tilray said it held $291.6 million in cash and marketable securities and had moved to a net cash position of $27.4 million. For a company in a capital-intensive, sentiment-heavy sector, that gives management more room than many investors may appreciate. It also means the quarter is less about survival and more about whether the company can earn a higher-quality multiple.

Tilray’s report will matter beyond Tilray because the cannabis group still trades more on narrative than on stable earnings power. If Tilray delivers low-double-digit revenue growth and protects full-year EBITDA guidance, it would support the idea that diversified cannabis operators with beverage and distribution exposure can outperform pure-play growers. If it misses or shows weak segment quality, it reinforces the market’s skepticism that scale alone solves the profitability problem.

There is also a strategic read-through. Management has consistently pointed to international medical cannabis and distribution as growth drivers, while beverage remains one of the more debated segments. Strong commentary there would help support Tilray’s “global lifestyle and consumer packaged goods” identity. Weak commentary would pull the stock back toward being judged like a low-multiple cannabis laggard.

TLRY at $6.47 is not priced like a market darling. With a market cap of only about $913 million, the stock has room to move sharply if the quarter materially changes sentiment. The setup is straightforward: this is a stock where guidance and segment commentary likely matter more than a penny or two on EPS.

For traders, the key question is whether the stock can hold any post-earnings gap. A beat on revenue without a clean read on EBITDA or margins may produce only a short-lived spike. A quarter that supports the $62 million to $72 million full-year adjusted EBITDA target could be enough to trigger a more durable re-rating because it would strengthen the argument that Q2 was not a one-off record.

Tilray reports revenue closer to the high end of expectations, shows decent cannabis and distribution momentum, and either reaffirms or sounds confident on the $62 million to $72 million full-year EBITDA target. In that case, the stock likely trades as a balance-sheet-improving turnaround with better-than-expected top-line durability.

Revenue lands near consensus, but segment trends are mixed and margins stay merely acceptable. In that setup, Tilray probably gets a volatile first move but settles back into a “show me” range, because investors still need proof that revenue growth can turn into cleaner EBITDA expansion.

Tilray misses revenue, beverage remains weak, or management sounds less confident on the full-year EBITDA frame. In that scenario, the market is likely to conclude that Q2’s record revenue was not the beginning of a steady improvement cycle, and the stock could lose the recent earnings-event premium quickly.

The actionable focus tomorrow is simple: compare the headline revenue number with the $201 million to $206 million expectation range, then immediately move to margin and segment quality. Watch cannabis, beverage, and distribution in that order. Then listen closely for any change in management’s full-year adjusted EBITDA language. That is the cleanest way to separate a headline beat from a real improvement quarter.

If the stock gaps higher, the more important signal will be whether buyers defend that move after the call begins at 8:30 a.m. ET. A stock this small can spike on the release, but a sustained move usually requires confirmation from guidance and tone.

Tilray’s fiscal Q3 report is a real catalyst because it sits right at the point where the company’s diversification story has to start proving itself in the numbers. Consensus is looking for roughly $201 million to $206 million in revenue and a -$0.14 EPS print, but the bigger issue is whether Tilray can show that record Q2 revenue, improving balance-sheet flexibility, and full-year EBITDA guidance still hold together as a credible path forward.

That is what traders should be watching before the bell.

_{Editorial Disclaimer}

_{This commentary is for informational and educational purposes only and does not constitute investment advice. All market strategies involve risk, and past performance is not indicative of future results. Readers should conduct their own analysis or consult a licensed financial professional before making investment decisions.}