After a deep breath - Quantum computing stocks bounce ..and other Stock Talk

 

 

 Stock Talk

This morning, after a one day sell off of the Quantum Computing stocks, we see a bounce back starting in share price.  Let's face it, unless you've been aware of the potential of the Quantum to solve problems faster and more energy efficient than legacy computers, many have missed the recent phenomenal run of the three Quantum stocks, QUBT, RGTI and QBTS highlighted here at the Jones report.

After a deep breath and profit taking -  Perhaps the quantum stocks  have further to move higher yet again as market awareness grows of the Quantum potential to ease the energy burden of AI.  A sudden awareness that a data center that serves AI demand may not need an entire nuclear plant.  Today's bounce back may be fomo by the rest of the market that missed the run along with swing traders buying back shares.

 It seems that, for now,  QUBT, QBTS and RGTI may be "in play" but some is a word we use here.  As we watched yesterday, things can change fast in spec stocks that have high growth prospects - but have not yet attained earnings.  That said, there is a growing sector of investors that are buying and trading up quantum stocks today. One may ask are these becoming "meme" stocks with the mass volume of us little people that drive the shorts nuts?

Where we may put the above preamble in the "fun spec talk" category, here are some mainstay "some"  stocks - we follow ...

   MO ,  Steady earnings and high dividend

   KGC , Gold mining with steady earnings and a divy too

   PR,  Oil and Natural gas co in the Permian basin of America

   KTOS -  starting to accumulate 5 or 10 shares in  a dollar cost average basis here and there may pay off as a growing defense contractor in military drone systems and satellite communications. It seems an important mission to produce drones that can accompany fighter jets in mission critical tasks.  Elon Musk on the doge team seems to think so. One thing on KTOS -  suggest not to go "all in " when a key insider sold his half on some news.. But maybe accumulating  5 or ten shares, on dips here and there while it floats in the 20's could be a good move in the long of it.   KTOS seems to be a potential growth stock in the area of well-needed American defense to keep up.

 If you dare ... Stay tuned and aware  ....

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Stock investing tenet ... preseve capital - more on mainstay stocks .. and KTOS too

 

 

 Stock Talk

Sometimes penny spec stocks that have a good growth story suddenly take off and fly.  We have recently seen that with a few stock picks here.  Quantum Computing, Inc (QUBT)  saw over a 2000 % rise in a short run.  After such a phenomenal run, it's natural to see profit taking - and then there's the short hedge funds that put out bash views along with heavy shorting and the run higher can be killed. That seems to be happening this morning.  Sometimes, it doesn't seem smart to stand in the way of a market selloff causing a deep fade in share price.  sometimes its better to take a gain (or even cut a loss) in some or all and step aside for another day.  One tenet of stock investing here is to preserve capital as in "dry powder".  Some may work while the story plays out but if "too much" it can be painful waiting.

We will be watching the quantum computing stocks mentioned in previous posts .. QUBT, RGTI, and QBTS.   But this morning's sell off was in a sense natural profit taking we probably could "feel" coming. So what's next?  Only time, performance, and the market response will tell.  In meantime, follow your own inclinations with the caveat of stay circumspect.  If you read the Jones report here  and enjoyed a sweet gain on the Quantum sector - congratulations.

 In meantime, some stocks that seem like mainstay "some"  basis...

   MO ,  Steady earnings and high dividend

   KGC , Gold mining with steady earnings and a divy too

   PR,  Oil and Natural gas co in the Permian basin of America

   KTOS -  starting to accumulate 5 or 10 shares in  a dollar cost average basis here and there may pay off as a growing defense contractor in military drone systems and satellite communications. It seems an important mission to produce drones that can accompany fighter jets in mission critical tasks.  Elon Musk on the doge team seems to think so. One thing on KTOS -  suggest not to go "all in " when a key insider sold his half on some news.. But maybe accumulating  5 or ten shares, on dips here and there while it floats in the 20's could be a good move in the long of it.   KTOS seems to be a potential growth stock in the area of well-needed American defense to keep up.

 If you dare ... Stay tuned and aware  ....

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Stock of the Day - QUBT and other Quantum stocks

 

 

 

 Stock Talk

Quantum Computing , Inc (QUBT) in the news ...

Quantum Computing, Inc. Awarded Contract by NASA to Support Phase Unwrapping Using Dirac-3 Photonic Optimization Solver

PR NEWSWIRE

Dec-17-2024 8:30 a.m. ET

HOBOKEN, N.J., Dec. 17, 2024 /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") , an innovative, integrated photonics and quantum optics technology company, today announced that the Company has been awarded a prime contract by the National Aeronautics and Space Administration's ("NASA") Goddard Space Flight Center. This contract marks a pivotal step forward for QCi by applying its entropy quantum optimization machine, Dirac-3, to support NASA's advanced imaging and data processing demands.

The contract will apply Dirac-3 to address the challenging phase unwrapping problem for optimally reconstructing images and extracting information from interferometric data generated by radar. QCi will support NASA in its mission to unwrap interferograms at full scale, ultimately enhancing their data quality and accuracy. QCi believes this project will highlight Dirac-3's capabilities in providing superior solutions to non-deterministic polynomial time hard (NP-hard) problems, significantly improving solution quality and computational speed.

"QCi is proud to support NASA in this critical mission to process large volumes of interferometric imaging data more efficiently," stated Dr. William McGann, Chief Executive Officer at QCi. "The project's goal is to demonstrate how QCi's Dirac-3 can address the phase unwrapping problem and allow NASA

More later.

Watch  QUBT , RGTI , QBTS

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Drones, drones Everywhere ! -- watching KTOS - and updates on Quantum watch stocks in America

 

 

 

 Stock Talk

Drones, drones, drones - Everywhere !  Oh "don't worry - there's nothing to be concerned about".  That's what the Federal and state government officials are telling us .  At the same time, they say "we don't know what they are, the intentions, and who is controlling these drones" - some the size of cars, with multicolored lights and hovering over sensitive areas like nuclear plants and military bases. What the?! The people should not believe their own eyes?  Or are these drones from our own government, secretly looking for something? Many are now thinking it's our own defense department that knows what they are. But, the politicians are not in the loop ? - or they didn't get the memo?

 

 

With the above prelude, let's get back to stock talk.  There are two drone companies that were highlighted here at the Jones Report.

Stock symbols : AVAV and KTOS

AVAV makes the kind of advanced commercial drones that can hover and fly about for business and defense purposes as used in the Ukraine  But the Ukrainian defense forces are now making their own drones based on wartime field experience.  Could the AVAV drones potentially be used to lock onto recent sightings and fly over for reconnaissance, tracking to learn their source, even take them out as necessary?  However, AVAV share price recently tumbled on lower than expected revenues.

Kratos Defense & Security Solutions, Inc. (KTOS)

KTOS makes the kinds of drones that can fly at subsonic speeds and are used to test anti - missile systems for targets presentation. Additionally KTOS  has been working on refining drones that can potentially fly with our fighter jets in a task force. 

The Jones view here was that KTOS  was in development of the advanced drones to be used in task force operations and that is why KTOS bears watching in the $20's.  It did seem that AVAV was getting all the market love, while KTOS  seemed to be mired in the fog of requirements definition and perhaps confusion.  Perhaps the development has reached a milestone. Reported in a Dec 5 PR...

 Kratos’ XQ-58A Flies in Joint Emerald Flag Exercise

  https://finance.yahoo.com/news/kratos-xq-58a-demonstrates-collaborative-130000939.html

Recently, we have seen critics of the F-35 fighter jet acquisitions with the claim that drones would be a more economical way to meet mission requirements. This is because drones would be intended to fly in tandem with fighter jets and then go in unmanned where conditions  require.

This could all result in big contracts coming to KTOS.  Perhaps the market is getting the flick and the stock is responding, moving into the higher $20's.

______

More on Stocks to Watch...

Altria Group (MO) seems to be a steady mainstay of a solid portfolio.  MO pays about a 7.5% annual rate on a dividend assigned every quarter. A dividend for fifty five straight years.  They find a way to deliver earnings.  When you have to walk by a band of smokers blowing smoke in your path,  just hold the breath and smile. Think about that great divy and  reinvest it for compound interest.  Every now and then add five or ten shares of MO on dips if possible. view: buy dips, just some.

Kinross Gold (KGC) steady gold miner performer with rising earnings and a good divy for a miner.  view: buy dips, just some.

Permian Resources (PR) The oil and nat gas valves will be turned on with drill baby drill. Yesterday, PR announced they sold off the pipeline infrastructure in the Permian basin for $180 Million.  It appears that PR is focusing on drill baby drill.  How this all plays out, we shall see. PR is a some stock here with the current climate of a more liberal use of natural gas as a cleaner alternative for supplying energy needs to the world.  view: hold some.

"About Permian Resources

Headquartered in Midland, Texas, Permian Resources is an independent oil and natural gas company focused on the responsible acquisition, optimization and development of high-return oil and natural gas properties. The Company’s assets and operations are concentrated in the core of the Delaware Basin, making it the second largest Permian Basin pure-play E&P. For more information, please visit www.permianres.com."

"Spec stocks" with "buzz"  that have been hot and cold and hot again lately____

Notes on some spec stocks that have seen some volatile action lately./

There is new buzz around a chip act that has billions reserved for Quantum computing companies in America. There is growing awareness (or maybe some hype ?) around quantum computing. This stems from perceived efficiency in processing large amounts of data in the advent of an AI world. The companies are benefiting by releasing more shares to get money to advance their plans. This is dilutive but the recent demand in the market has seen a sudden surge in share levels.  The market is starting to respond to the promise of efficiency and energy savings of quantum. The future will tell the rest of the story.  [updated 12/17]

Quantum Computing, Inc (QUBT).  running some dd on their photonics chips plans shows that the chips are planned for their Quantum computers and other markets.  Planned to start manufacturing in a foundry in Tempe Arizona in 2025. Here is perhaps a useful tidbit... QUBT Photonics chips can be used at room temperature and employ photons to convey Qubits.  Photons are advantageous for quantum computing due to their speed, low energy dissipation, and resistance to environmental noise, making them ideal for scalable and networked quantum system.  QUBT's focus includes leveraging these benefits to create robust quantum platforms in association with research institutions like the Arizona University Research Park.

Other Quantum computers require liquid cooling, so QUBT's may offer advantages in future quantum computers. A short seller outfit cast shade on QUBT, but the shade was refuted.  More will be known as the story plays out soon. Update view: The market itself is refuting short shade on potential efficiency advantages of Photonic chips. If the near term foundry plans work out - this would be the start of a brand new chip foundry in the US in early 2025.

Regetti Computing Inc,  (RGTI) This company also produces Quantum computers and has advantage of being able to daisy chain computers for added Qubit processing computing power. Regetti quantum computers employ shielded microwave frequencies to convey Qubits.  A recent breakthrough was announced. RGTI is now seeing insider sales that puts some shade on the bull side. view: the market is responding to potential of RGTI in a Quantum computing future.

D-Wave Quantum Inc (QBTS) makes available their in- house computers to tackle client's questions. also diluting shares but ? view: has possibilities.

BigBear.ai Holdings, Inc (BBAI) is an AI contractor.   It was flying high for awhile last week.  But there  were insiders sales as well as private equity buying.  BBAI loses money but has some rising revenues on government contracts. BBAI was over $4 on high volume but alas it's back in the $2's.  They need more AI based contracts to help.  also diluting shares... Its a watch stock in case something breaks, but the sales by insiders make it disappointing. view:  hard to say, the market is forward looking in AI, but fundamentals matter too.

ASP Isotopes (ASPI),  maybe a  some stock to see how the Isotope foundry plays out in 2025. A short selling outfit put the cabosh on a good run, but ASPI has refuted the negativity and plans are in place to deliver with Silicon 28 as the first isotope to be produced in South Africa. That is just one high value isotope.  The laser process is slated to produce enriched Uranium (Haleu) for the Bill Gates involved Small modular reactor (SMR) development. And an advantage is ASPI will use spent fuel rods as the source. That sounds like recycling here!  view: a some stock to see

 BUT- I would not put the farm on ANY spec stock, including all of the above -- maybe just "some" to see.  even if trading, not too much seems prudent.

More later.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

The Jones report "View of the day" on stocks -- and a few "spec stocks" in the buzz... (update 12/13)

 

 

 

 Stock Talk

Today, I will opine on a few stocks and offer my view of the day.

Altria Group (MO) is a steady mainstay of a solid portfolio.  MO pays about a 7.5% annual rate on a dividend assigned every quarter. A dividend for fifty five straight years.  They find a way to deliver earnings.  When you have to walk by a band of smokers blowing smoke in your path,  just hold the breath and smile. Think about that great divy and  reinvest it for compound interest.  Every now and then add five or ten shares of MO on dips if possible. view: buy dips, just some.

Kinross Gold (KGC) steady gold miner performer with rising earnings and a good divy for a miner.  view: buy dips, just some.

Permian Resources (PR) The oil and nat gas valves will be turned on with drill baby drill. Yesterday, PR announced they sold off the pipeline infrastructure in the Permian basin for $180 Million.  It appears that PR is focusing on drill baby drill.  How this all plays out, we shall see. PR is a some stock here with the current climate of a more liberal use of natural gas as a cleaner alternative for supplying energy needs to the world.  view: hold some.

"About Permian Resources

Headquartered in Midland, Texas, Permian Resources is an independent oil and natural gas company focused on the responsible acquisition, optimization and development of high-return oil and natural gas properties. The Company’s assets and operations are concentrated in the core of the Delaware Basin, making it the second largest Permian Basin pure-play E&P. For more information, please visit www.permianres.com."

"Spec stocks" with "buzz"  that have been hot and cold and hot again lately____

Notes on some spec stocks that have seen some volatile action lately./

There has been a certain amount of new awareness (or maybe some hype ?) around quantum computing. This stems from perceived efficiency in processing large amounts of data in the advent of an AI world. The companies are benefiting by releasing more shares to get money to advance their plans. This is dilutive but the recent demand in the market has kept the share levels in range.  Only the future will tell the rest of the story.  [updated 12/13]

Quantum Computing, Inc (QUBT).  running some dd on their photonics chips plans shows that the chips are planned for their Quantum computers and other markets.  Planned to start manufacturing in a foundry in Tempe Arizona in 2025. Here is perhaps a useful tidbit... QUBT Photonics chips can be used at room temperature and employ photons to convey Qubits.  Photons are advantageous for quantum computing due to their speed, low energy dissipation, and resistance to environmental noise, making them ideal for scalable and networked quantum system.  QUBT's focus includes leveraging these benefits to create robust quantum platforms in association with research institutions like the Arizona University Research Park.

Other Quantum computers require liquid cooling, so QUBT's may offer advantages in future quantum computers. A short seller outfit cast shade on QUBT, but the shade was refuted.  More will be known as the story plays out soon. view: If the near term foundry plans work out - some stock to see.

Regetti Computing Inc,  (RGTI) This company also produces Quantum computers and has advantage of being able to daisy chain computers for added Qubit processing computing power. Regetti quantum computers employ shielded microwave frequencies to convey Qubits.  A recent breakthrough was announced. RGTI is now seeing insider sales that puts some shade on the bull side. view: maybe a some stock, has possibilities.

D-Wave Quantum Inc (QBTS) make available their in house computers to tackle client's questions. also diluting shares but ? view: has possibilities.

BigBear.ai Holdings, Inc (BBAI) is an AI contractor.   It was flying high for awhile last week.  But there  were insiders sales as well as private equity buying.  BBAI loses money but has some rising revenues on government contracts. BBAI was over $4 on high volume but alas it's back in the $2's.  They need more AI based contracts to help.  also diluting shares... Its a watch stock in case something breaks, but the sales by insiders make it disappointing. view: suddenly lousy.

ASP Isotopes (ASPI),  maybe a  some stock to see how the Isotope foundry plays out in 2025. A short selling outfit put the cabosh on a good run, but ASPI has refuted the negativity and plans are in place to deliver with Silicon 28 as the first isotope to be produced in South Africa. That is just one high value isotope.  The laser process is slated to produce enriched Uranium (Haleu) for the Bill Gates involved Small modular reactor (SMR) development. And an advantage is ASPI will use spent fuel rods as the source. That sounds like recycling here!  view: maybe a some stock to see

 BUT- I would not put the farm on ANY spec stock, including all of the above -- maybe just "some" to see.  even if trading, not too much seems prudent.

More later.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

A yarn about Thomas Edison and an 88 Cent "penny stock"

 

 

 Stock Talk

One penny stock we watch here has seen some pretty hard times in terms of share price. Yet in the world of small biotech, it takes time, years n' tears, to prove significance to the FDA decision makers. 

But -  before we unveil the full story... let's think about Thomas Edison and his team.  The familiar story is that Edison failed over a thousand times more in finding the right filament to sustain light when triggered by electricity.  His harsh critics included the scientific community, the media and public opinion as well as rival inventors. 

Edison persisted and replied, "I have not failed. I've just found 10,000 ways that won't work."

After trying elements such as platinum, as well as natural fibers such as cotton , wood and paper, all carbonized to serve as filaments.  Thousands of tries!  what finally worked?  Bamboo!

 Carbonized Bamboo!

Can we say - Edison "Bamboozled" ALL his critics?

Now let's transcend to a totally different challenge... To successfully treat Pancreatic Cancer (PC), a most aggressive ailment in all mankind.

There is one company that has been at the challenge for years.

Enter:  Oncolytics Biotech Inc (ONCY) into this story.

Pelareorep is the ONCY lead drug administered by IV.  It is an adapted reo virus that is shown to trigger an immune T fighter cell response to target and destroy cancer cells in tumor. In a previous small trial with PC patients clinical data showed a 62% objective response rate, which is more than double historical control trial averages. The ONCY team has shown that "Pela" causes previously unstoppable "cold" cancer tumors to become "hot" and thus vulnerable to t fight cell attacks and other treatments checkpoint inhibitors and chemo.

 https://oncolyticsbiotech.com/our-science

"Mechanism of action (MOA)

Pelareorep’s MOA has been validated in clinical studies by measuring T-cell infiltration, PD-L1 expression, and other effects of pelareorep treatment on tumors. The ability of pelareorep to turn “cold” tumors “hot” has been established in multiple tumor types including breast cancer and pancreatic cancer. By turning “cold” tumors “hot,” pelareorep makes tumors more easily recognized by the immune system, thus enhancing the effectiveness of oncology treatments like chemotherapy or ICIs."

Let's cut to the chase here..

Largely unnoticed, ONCY recently announced in a PR that a safety run of six PC patients was complete and the result merits advancing a new PC trial with Pela to be tested and combined in one subgroup  with already approved Genetech/ Roche checkpoint inhibitor called Tecentriq.

https://oncolyticsbiotech.com/press_releases/oncolytics-biotech-reports-completion-of-initial-safety-phase-enrollment-for-goblet-trials-new-pancreatic-cancer-cohort/

Now it becomes more interesting to note the above study was suggested by experts at the Pancreatic Cancer (PanCan) Network and funded with a $5 Million grant to start.

 What do we see as significant here at the Jones report ?

It's all about the intended MOA.   In layman's terms ... The Pela being administered IV is claimed to attack and duplicate in cancer cells but not healthy cells. The response is that T fighter cells of the patient's own immune system see the newly "hot" tumor and attack and destroy cancer cells.  However, apparently one known impediment to T fight cells is a protein called PD-L1.  That is where adding Tecentriq comes into play to suppress the protein's degradation of T fight cells.

The significance IS that if Pela and Tecentriq along with Chemo work in synergy to effectively help PC patients where all other treatments have failed it will be astounding to world.  It would open the door to treating many cancers using the fighters very own immune system to help live longer, stronger and better and hopefully even possibly be cured.

Epilogue to this story:

Today, ONCY stock share price sits at a meager 88 Cents. Investing in a "penny stock" comes with significant risks, and on occasion,  potential huge reward to the dreamers. The above PC trial will start in early 2025 with updates on progress and possible expansions planned along the way.

ONCY may be "just a some" stock for us arm chair scientists and dreamers that want to believe there may be new hope for cancer patients to fight back by helping their very own immunity to meet the challenge of their life.

After all these years, the naysayers are many.  To this we say... remember Edison and his bamboo.

To wrap this all up, ONCY may be a just a "some stock" at 88 cents to follow and see what happens in 2025 as part of the fight or game however you see fit (or not).  WE have to say though - if going "in", not "too much" and only what you can afford to lose.  The current 88 cents say's the market is not fully aware and/or does not believe.  But we think there is scientific evidence that possibly refutes disbelief.  If interim blood profiles and scans point to treatment success, the Jones report predicts the market will suddenly wake up in a huge way. Only time and more trial will finish this story.  As we note this on lighted screens - remember Thomas Edison.

____

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Mover of the Day: BigBear.ai Holdings Inc (BBAI)

 

 

 Stock Talk

One AI stock we call a "penny stock" and therefore speculative is on the move.. BigBear.ai Holdings Inc (BBAI).

BBAI already has some government contracts . The big question is when the next one or two contracts come- will it push BBAI to profitability ? Some institutional and hedge fund holders must think so.

For now, let's just point out that BBAI is breaching the $3 share price  level.  If the $3 holds, that could be a sign that institutions may be buying more .  Is BBAI a follow on company after Palantir to run higher in the AI contractor space? 

More later, but for now BBAI is on the watch list.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Some Quantum computing stocks to watch and other market notes

 

 

Market Talk

 

The overall markets, while at all time highs, seem to be rolling along in range as the country gauges how things will change. Yes, things will change.  Regarding stocks, there is some positioning and sector rotations that may be happening to account for changing economic policies.  Like a coin spinning on a table, it may look like both heads and tails all at the same time. This will lead us into stock talk on an area capturing market interest : Quantum computing.

 

 Stock Talk

Today, let's start on a few sectors that are capturing a lot of market interest.  One sector that is usually thought of as a longer term futuristic area may be emerging with a few companies to put on watch list.  This area is Quantum computing.

Now a look into the technical aspects of quantum computing will show that this is a complex field to solve complex problems.  

 Quantum Computing Simplified:
Quantum computing uses the strange rules of quantum mechanics to process information in a completely new way. Instead of traditional bits (0s and 1s), it uses qubits, which can represent 0, 1, or both at the same time (a concept called superposition). This allows quantum computers to explore many possibilities at once, solving certain types of problems faster than classical computers. However, quantum computing is still in its early stages of development. There are significant challenges, such as maintaining stable qubits, reducing errors, and scaling up the technology, but its potential for breakthroughs involving new computational applications is enormous.

Some stock symbols to watch:

QUBT : Quantum Computing, Inc

QBTS : D-Wave Quantum Inc

RGTI : Rigetti Computing, Inc. 

ASPI : ASP Isotopes (ASPI) (see note below on silcon-28)

There will likely be much more to post on the above stocks. They are suddenly emerging quickly as stocks with potential in quantum computing space, each in their own unique niche. As a side note, just a few weeks ago, the above were in the penny stock niche.  They still are but have been surging higher.  For that reason, as far as taking a position, we stick with our motto to acknowledge risk- watch stocks with maybe "none" -just watch , or maybe inching into "some",  but  not "too much". As stock fundamentals go, the above should be considered "spec stocks" and treated accordingly.

Other stocks to watch:

Altria Group, Inc (MO)  : Good hold "some " stock and reinvest the over 7% divy.  don't smoke - buy some on dips.

Kinross Gold (KGC) : found a base and looks like a solid stock to own some on gold mining that has shown increasing earnings , gold prices, and even a decent dividend for a miner. 

Permian Resources (PR) : A change is coming in the US and nat gas valves will be reopened for business. It's a transition resource and a clean reliable energy source to power the national grid and to supply new LNG ports in America for exporting natural gas to the world.

MARA Holdings (MARA) : rising bitcoin has MARA moving.

 Others: RIOT, CLSK.  

Bitcoin miners may have their time in the sun for awhile, if the new government is more favorable to bitcoin and crypto in general.  Can you trust the government on such issues?  hmmmm?  But for now, bitcoin is "hot" and that favors the bitcoin miners balance sheets. 

ASP Isotopes (ASPI):  scroll back to see highlight on ASPI.  Will add that - ASPI is preparing to produce enriched silicon - 28 for use in advanced semiconductor applications including quantum computers.

...  Many others on watch ..

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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NVDA bell weather stock

 

 

 

Market Talk

There are changing market views happening all at once since the election .  In times of transition - positioning and sector rotations can cause more volatility than normal. In addition, there are geopolitical changes escalating in the Ukraine with Russia bringing in N. Korea troops and arms to the fight.  In turn, Biden gave the go ahead for our arms to be allowed to breech into Russia.  From a stronger dollar, to gold trading down to bitcoin rising are examples of changing sectors.  One thing to remember is how this all plays out can change all over again.

One stock, NVDA, with a 3.6 Trillion market cap reports tomorrow at the close.  The quarterly earnings along with updates on their newest Blackwell chips along with possible issues that may impact deliveries will be scrutinized by the analysts.   There have been NVDA share price upgrades by some analysts .  And some say depending on the guidance the NVDA share price could swing plus or minus 12%.

Well market watchers... prepare for NVDA to be a bell weather stock to watch tomorrow and some days to come.

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For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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A small cap stock popped yesterday - taking note and watching QUBT, "Pop" - spec stock.

 

 

Market Talk

The advent of artificial intelligence (AI) in computing has been thrust upon the world.  The pros and cons of exactly how it will play out for us mere humans is a bit uncertain.  However, AI is a useful tool that brings together many relevant sources to help answer queries in an interactive way that can be most helpful.  BUT it is NOT a foolproof way to consistently help derive final and accurate answers to queries made by us humans. In short, you just can't always trust what AI comes up with.    Several stocks involved with AI have flourished such as the leading chip maker, NVDA.

We have also pointed out that AI queries require much larger energy supplies to meet the needs. The big data center companies are planning connections to future Power supplies driven by nuclear power plants and Small Modular Reactors (SMR's) on the drawing boards.  

However, what is the next generation of computing power to drive such growing demand?  Could it be Quantum computing?

 

Stock Talk

We keep an eye on the market, but it can be hard to watch all the stocks.  Sometimes, a small company stock will "pop" and it suddenly grabs our attention.  and sometimes it's almost like a scam or a "Pump and dump" and sometimes, in a few rare cases, it's the start of something significant.  If you are venturing further in this post, please keep the above in mind because I am not sure exactly where this situation falls on the scale between pump and a real significant milestone for long term gain.

Quantum Computing Inc (QUBT) 

https://finance.yahoo.com/news/quantum-computing-inc-secures-first-133000500.html 

" HOBOKEN, N.J., Nov. 13, 2024 /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") (Nasdaq: QUBT), an innovative, integrated photonics and quantum optics technology company, today announced that the Company has secured its first order for its thin film lithium niobate (TFLN) photonic chip foundry. The order, placed by a prominent research and technology institute based in Asia, underscores the growing global demand for QCi's advanced fabrication technology of TFLN and its ability to produce high-performance photonic integrated circuits (PICs) and nanophotonic devices. This milestone highlights QCi's commitment to accelerating the widespread adoption of TFLN and positioning it as a vital component of the future telecom, datacom, and quantum landscape."

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Many times, after a "pop" you will see profit taking.

Sometimes, the pop represents something that could be a transition into something of impact.

In making a buy sell hold decision - the hard part can be in judging if it's too late or just a little late or actually early.

Semiconductors use electrons and "holes" to move and process bits of data in computers.

What if a company in the US has developed products to use and process elements of light called Photons ? and what if this company made a first sale to another entity?  The scarier question to an American is what if it was to an entity in Asia instead of a US company pursuing advancements?

Let's note what chat gpt has to offer on Quantum computing.

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(QPUs) In a quantum computer , QUBT's  photonic chips can create and manipulate quantum states using light making calculations more energy- efficient than traditional quantum systems that rely on superconducting circuits."

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Jones observation:  energy efficiency is the name of the game in AI processing. 

As a stock, QUBT merits watching .

BUT - we watch stocks here and also point out when one is more speculative . The view here is QUBT  is to be considered a "spec stock" with all the cautions and caveats that may apply. It was just noticed here as a "pop stock" - so do your own due diligence on QBUT.  Generally when it comes to " spec stocks"  the rule here is  a saying we use - from None to just some - and not too much, if any.

In summary - QUBT may be an interesting stock to watch from the sidelines or maybe with just a few shares to see how it plays out.  This is just a report on QUBT pop stock and  is NOT a buy / Sell recommendation.

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For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

As things change - Everything is relevant to everything else.. (watching Permian Rersources (PR)

 

 

Market Talk

Things are changing with the election results just fresh in the minds of traders and investors.  I ponder - What can I say today that may hold true tomorrow and the coming months?  

Well, I don't know except to pronounce a statement based on a market observation...

Everything is relevant on a scale to everything else.

Now just what do you mean Spider J Jones ????

   -- some readers plaintively remark...

So the answer may be what was relevant before the election may not be as relevant today and tomorrow - and vice versa.

 

Stock Talk

Let's look at an example and an attempt to prognosticate on a sector that could become more relevant than before the election.

 - Natural gas. 

One stock to watch is :  Permian Resources (PR)

PR is in the Permian basin of America and has grown their oil and gas resources significantly.  PR recently increased the dividend and is in a previously "cold" sector that can become a very "hot" sector.  If regulatory restrictions are lifted, it would be clear to any thinking or studied person that Natural Gas is viable energy source for Power Plants to supply electricity to the grid and for co-generation as well.  Natural Gas is much cleaner than coal and new fuel efficient turbines are making them even cleaner.  Nat gas turbines in many cases can be put on line at old power plants much faster and are more reliable than other alternatives.  Lifting of old restrictions could set up America to become an exporter of LNG in a large way.  The long term possibilities of PR gaining in share value are looking more and more "relevant" to this market observer.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Further Stock Talk on ASP Isotopes (ASPI), Bill Gates and TerraPower ... and more ...

 

 

Stock Talk

Recently, the market has been responding to the growing need for energy to support AI. Partnerships are forming and the notion of small modular reactors (SMR) are front and center.  In addition, using conventional nuclear facilities we see that ...

"Microsoft is involved with nuclear power in a few ways, including a deal to purchase all the power from the Three Mile Island nuclear plant and Amazon's purchase of a data center site near the Susquehanna nuclear power plant:

    Three Mile Island
    Microsoft has a long-term power purchase agreement with Three Mile Island that would power about 800,000 homes annually. Instead, Microsoft will use the power to run its data center infrastructure in the area. Ratepayers and the state won't be responsible for the costs to restart the plant. "

Now THAT is telling.  Microsoft see's such a huge need for power dedicated to their data center and AI applications and they are planning to reserve the power that could power nearly a MILLION homes ! But alas - It will take quite awhile to refurbish the useful part of the old three mile island facility. But, this is just the beginning of the story...

You know the old saying- follow the smart money?

Let's follow a trail of bread crumbs left by a pretty smart fellow - Bill Gates.

Last week, there was an announcement that an LLC called TerraPower co-founded by Bill Gates is planning a partnership with a company called ASP Isotopes (ASPI).

https://finance.yahoo.com/news/asp-isotopes-inc-enters-term-110000638.html 

The plan is for TerraPower to build a plant to use the ASPI laser process to create HALEU Uranium isotopes as fuel for nuclear reactors. A particular feature can extend the life of nuclear fuel and reduce waste.

TerraPower is developing a Small Modular Reactor (SMR)- or in this case it's called a Sodium-cooled Fast Reactor (SFR)-  design combining a liquid sodium coolant with a molten salt-based storage system. The prototype is called the Natrium reactor with output power of 345 - 500 megawatts planned for a location in Kemmerer, Wyoming to retire an aging coal plant.

  "WASHINGTON, Oct. 30, 2024 (GLOBE NEWSWIRE) -- ASP Isotopes Inc. NASDAQ: ASPI ("ASP Isotopes” or the “Company”), an advanced materials company dedicated to the development of technology and processes for the production of isotopes for use in multiple industries, today announced that it has entered into a term sheet with TerraPower, a nuclear innovation company and advanced nuclear energy developer, related to the construction of a uranium enrichment facility capable of producing High Assay Low-Enriched Uranium (HALEU) and the future supply of HALEU to TerraPower, as a customer of Quantum Leap Energy LLC (QLE)."

Note Quantum Leap Energy LLC is currently a wholly owned subsidiary of ASP Isotopes, Inc.

So, this partnership involves ASPI/ Quantum leap producing and selling enriched uranium to Terra Power in the planned facility at TerraPower's expense.

A query on Chat -gpt reports that ASPI spinning off the part of Quantum Leap that  produces High - Assay Low Enriched Uranium (HALEU), vital for SMRs is being considered.

But wait -  the story goes on... ASPI can also produce other important isotopes used in the medical field for such areas as imaging and advanced cancer treatments.  In addition  isotopes for creating advanced lasers , semiconductors and even futuristic quantum computers. Apparently , ASPI would focus on these and let the Quantum spinoff work the nuclear power sector.

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Other stocks on watch list:

MO - earnings beat,  stock up with a 7.6% dividend

KGC - Kinross Gold - earnings report on Nov 5, KGC pays a divy

IAG - no dividend, but - growth depends on costs vs Gold price

NVDA, AMD, INTC - watching..

PLTR,  at the close, beat earnings by 1 cent per share for an eps of ten cents.  (The market likes it in after hours but some short covering is going on.)

BBAI,  spec stock on AI  related contracts but it needs more $

more to come -- but hey -  stay tuned for more posts 

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Speculative Biotechs with questions to be answered (someday):

TERN - with an oral pill that brings on faster weight loss than the current leaders ?  stay tuned for subsequent data, in the meantime insiders are buying?

ONCY -  a Pelareorep IV that reportedly makes cancer tumors "hot"  and triggers T Fighter cells? long time coming, who knows?

ANVS - an alzhiemers and Parkinson's drug all in one?

and many more!

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For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

"Watching" Stocks: ASP Isotopes (ASPI) and Terns Pharmaceuticals (TERN )

 

 

Market Talk

The GDP number came out slightly sluggish, but not alarming.  It probably supports the notion of further rate cuts on the way.  Still suggest to maintain some dry Powder in case the "soft landing" notion switches to a harder knock on the head.

 

Stock Talk

First, a note to stay consistent. Yesterday, I  highlighted a post on Ramaco Resources, but later removed it.  Recall we had a near double on METC in the past but let it go after it faded quick from the 20's on insider selling.  Last night, after further review, decided to keep the bullish notions on hold because the bread 'n butter, coking coal for steel, is not estimated to have the returns of last year.  Some analysts are projecting an earnings loss this quarter .   It is still possible they will surprise or an update on REE plans will help the outlook.  Ramaco seems like a good stock to watch, perhaps from the sidelines to see how the earnings and subsequent outlook seem. 

There are two new speculative stocks catching some interest.  I will point them out for interested readers to look into further if you dare. 

Two stocks to Watch:

ASP Isotopes (ASPI) :  A potential partnership with Bill Gates involved Terra Power (LLC) is capturing interest in ASPI.  We mentioned yesterday, this one may have a fair chance at further upside with a few "some" speculative shares.  It's moving higher, still in single digit range.  ASPI  [update 11/03] has a cutting edge process using lasers for enriching Uranium for nuclear Power generation and other elements for medical and advanced semi conductors.  

https://finance.yahoo.com/m/f086639d-4530-3930-974f-614981f46094/asp-isotopes-stock-surges-on.html

Terns Pharmaceuticals (TERN) : Last month, TERN saw a lot of insider buying.  Yet the stock still faded down some in share price. The company has a weight loss drug that resulted in faster weight loss with more fat loss than muscle in an early trial. It is early and speculative which raises risk.   However, it is reported to have high insider ownership that institutions favor.

 https://finance.yahoo.com/news/terns-pharmaceuticals-oral-glp-1-132450455.html

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Market going "crazy" on AI energy hype -Join the crowd in "some" or just sit the whole thing out? - update 10/29

 

 

Market Talk

With the times and the election coming up, it's hard not for thinkers to be concerned.  The coming election phase is not without risk.  There are some reports that the other side is preparing to make it very difficult for President Trump to take power if he wins the electorate but the Dems gain congressional majority. The civil discourse could cause a lot of national turmoil.  On the other hand if Americans are so fed up , maybe the republicans will sweep advantage in a red wave change of power? That may be the best outcome.  When it comes to elections, things hardly ever work out the way we surmise they may. Add possible election shenanigans and the future telescope becomes like a kaleidoscope looking glass to try to see through. 

On this subject the future of November 5 is closing in on us - just about a week!   Suggest to maintain some dry Powder in case the "soft landing" notion switches to a harder knock on the head.

 Let's stray from above hand wringing and take note of a sector craze  currently happening - right under our noses. 

 

Stock Talk

 Well, we have covered the fast growing need for required energy just to address an AI query as in chat gpt for example.

The craze happening is in small module reactors (SMRs).  These are exactly what the name implies.  The big outfits - Google ,  Amazon and Microsoft all are scrambling for partnership deals in nuclear power to support huge data centers and AI related applications.

Such actual implementation here in America of SMRs is probably YEARS away.  None the less, a few stocks have nearly doubled just in the past week or so.  These are not  buy recommendations, we don't do that here. especially after such a huge run as the hoards clamor to get in what they believe is "early".  However,  I would be remiss not to bring them up here in the Jones report on Stocks to Watch.

• NuScalePower Company (SMR)
  
• Oklo Inc (OKLO)
• ASP Isotopes (ASPI)
• Nano Nuclear Energy (NNE)
  

It should be noted the above are currently losing money and have negative earnings. And it will be awhile, as in years...

(update 10/29 - after further review, ASPI is more about Uranium enrichment for medical and advanced semiconductor areas. 

As a speculation, perhaps of the above, SMR and ASPI would be fair picks for just a few "some" shares to see.)

Never the less the market is going nuts over these stocks doubling them in just the past week.  This has the hallmark of a bubble as a cautionary note.  Will the SMR and nuclear rage continue?  If venturing into stocks like above, it would seem prudent with only very small shares, if any,  to test the run.  It all seems risky and ripe for a shorting style pull back.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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