Dollar General $DG is starting to look like one of the best turnaround stories in retail.

A few quarters ago, the stock was in freefall after posting its worst earnings reaction in history. 

The Q3 2024 report was a wake-up call. Margins were under pressure, comps were deteriorating, and execution had faltered.

But fast forward to today, and the narrative is shifting.

The company delivered a double beat this quarter and rallied nearly +16%, marking its best earnings reaction ever.

A stock left for dead just eight months ago is now stringing together three consecutive positive earnings reactions.

Under new leadership, they are starting to repair investor confidence. 

They are focused on improving inventory efficiency, stabilizing margins, and reconnecting with their core low-income consumer.

The market is taking notice.

The story isn’t just about repairing a broken business. 

It’s about re-earning trust from investors. So far, Dollar General is doing precisely that.

So what else did we learn from this earnings report? Let’s dive into the details....

There weren’t any S&P 500 earnings reactions yesterday…

But one recent move continues to stand out.

Toast $TOST is quietly becoming one of the most compelling growth stories in the entire software space.

Originally built to serve restaurants, the company is scaling far beyond its roots.

This $25B vertical SaaS giant is modernizing one of the economy's most fragmented and underserved industries.

They're transforming how restaurants manage everything from point-of-sale and payroll to online ordering, delivery, and inventory.

It's building the operating system for the restaurant industry.

The total addressable market is enormous. And they're just getting started.

After years of unprofitability, the company has flipped the script. 

They have turned EBITDA positive, and top-line growth is accelerating. 

The market is taking notice, rewarding the stock for 5 of its last 6 earnings reports. 

On a relative basis, it's becoming a clear leader in the software space.

This is no longer a turnaround story.

It’s a breakout story.

We’ve seen this before.

Gold quietly builds momentum, breaks out to new highs, and suddenly the whole world starts paying attention. 

Then Silver wakes up violently. 

And the miners? They go vertical.

This playbook isn’t new. It’s just unfolding again.

Right now, Gold is trading at all-time highs, Silver is coiling under decade-long resistance, and Silver miners are showing early signs of a major trend reversal relative to the underlying commodity.

The stage is set, and the next act could be explosive.