Articles for category: Market News

Russ Cohen

Datavalut Gains Traction: 5 Reasons to Sell Now

Datavault is gaining traction and is on track to begin ramping its revenue. However, a combination of factors suggests a revenue ramp won’t be enough to make a difference for this stock’s price, which is poised to move much, much lower. The primary concern is cash burn. The company is effectively creating a new industry, ...

Russ Cohen

Chip Stocks Priced in a Deal, but Beijing Didn’t Deliver

Global semiconductor equities retreated on Friday after the Trump-Xi Beijing summit concluded without a formal agreement on Nvidia chip exports to China, unwinding a rally that had priced in a specific diplomatic outcome. The immediate mechanism is valuation rather than a change in the AI demand thesis: U.S. export authorization for the H200 existed before ...

Russ Cohen

TMC Stock: Why This Pre-Revenue Miner Is Worth Watching

Many investors may not be familiar with . TMC is not a traditional miner, but it may play a key role in helping the United States achieve mineral independence. TMC collects polymetallic nodules—potato-shaped rocks—from the deep ocean floor. These nodules contain four critical metals: nickel, copper, cobalt, and manganese. Why does that matter? The metals ...

Russ Cohen

Aeluma’s Post-Earnings Dip Creates a Buying Opportunity

Investors looking at Aeluma’s position in AI and the April stock price increase were blessed with an opportunity triggered by the fiscal Q3 release. Through no fault of its own, the company missed revenue expectations, which weren’t all that hot to begin with. Aeluma is technically a pre-revenue company, with forecast revenue of $1.35 million ...

Russ Cohen

Is Wall Street’s Trash Our Treasure? 5 Outcasts Yielding up to 18.3%

Let’s capitalize on analyst incompetence—and bank yields up to 18.3%, with upside to boot! A widely cited academic study on analyst target price accuracy found that only about 54% of 12-month price targets correctly predicted even the direction of the subsequent price move. Fifty-four percent. On direction alone. That’s barely better than a coin flip! ...

Russ Cohen

The AI Boom’s Best-Kept Secret

The AI Boom just hit its Standard Oil moment, and Wall Street is finally catching on America has bet everything on winning artificial intelligence, but it’s China who has cornered the four technologies that are necessary to convert electricity into profitable outcomes. These include lithium-ion batteries, magnets and electric motors, power electronics, and embedded compute.  ...