Market Talk: Opportunity, Strength, and Speculation

  

Market Talk 

The market pulled back over the past two weeks, mostly on the idea that the Fed might skip the December rate cut many had expected. That was enough to shake things out a bit. Since then, a few Fed officials have hinted that the economy still supports a cut, which helped steady the tone. For Jones readers who kept some powder dry, the dip may have opened the door to nibble on select tech and defense names. If buying back in, small batches and inching in still look like the prudent approach.

Stock  Talk 

With gold and silver holding firm and both metals sitting well above the levels most banks predicted for this year, the miners that actually deliver real grades and real cash flow are starting to separate from the pack. Two names stand out:

Hecla Mining Company (HL)

Hecla turned in a strong update across all three of its key sites. Midas (Nevada) hit high-grade gold with visible gold in the core, running from roughly 30 g/t up to over 200 g/t in the best pockets, with surrounding intervals in the 4–10 g/t range. Keno Hill (Yukon) added more silver zones, including the usual 80–200 g/t silver that fills out the system. Greens Creek (Alaska) confirmed additional ore in active areas, consistent with the strong silver, gold, zinc, and lead grades that make it one of the better producers in North America.
The grades at all three sites are high overall and show potential for high-value expansions at mines that are already highly productive.

Kinross Gold Corporation (KGC)

We don’t even need higher gold prices here. Kinross produces at low costs, and with gold holding well above what even Goldman Sachs predicted ($2,700), KGC stands out. They’re posting steady earnings, buying back shares, cutting debt, and raising dividends. That combination makes it one of the better stocks in the sector — and for that matter, the entire market.
On top of that, KGC has exposure to fresh exploration upside through its involvement with junior companies now trading at penny-stock levels, including Relevant Gold (RGCCF) in Wyoming and Puma Exploration (PUMXF) at the Williams Brook Gold Project in New Brunswick, Canada. These early-stage districts add inexpensive optionality that could matter over time.

Bottom Line

Earnings and growth are the key fundamental drivers, and both HL and KGC are showing those traits right now. That’s the hallmark of a stock worth watching, and it’s why both continue to stand out on the Jones report.

Speculation Corner – Oncolytics Biotech (ONCY)

ONCY, as a $1 penny stock may fit best as a “some stock” — an interesting speculative name, but not a “too much” stock. The company now has initial FDA alignment for a pivotal Phase 3 pancreatic cancer trial, which can draw attention from big pharmas whose checkpoint inhibitors struggle in cold-tumor cancers like pancreatic, ovarian, prostate, MSS-colorectal, and GBM. If a partner steps up, it could put the other checkpoint companies on alert — and once that happens, that’s where a pop could come from.
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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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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Special Jones Report — ONCY, Pelareorep, and Why a Buyout Scenario Is Back on the Table

  

The $1 Stock Holding a Potential $20 Billion Solution for Big Pharma’s Cold-Tumor Gap

Key Opinion Story:

Strong and growing evidence and data is showing that Pelareorep is the immune activator cold tumors have been missing. It is the naturally occurring, cancer-targeting virus that Oncolytics Biotech (ONCY)has learned to amplify — slipping into tumor cells, lysing them from within, exposing antigens, and triggering the T-cell activation cold tumors cannot produce on their own. In immunotherapy, that is the spark.

Checkpoint inhibitors, marketed by the Pharma giants, do not kill cancer. They block the suppressive proteins — PD-1, PD-L1, CTLA-4 and others — that tumors use to disable T-cells. The T-cells do the actual attacking, but only once they’ve been activated and driven into the tumor with force.

Pelareorep activates those T-cells and brings them to the tumor. Checkpoint inhibitors remove the blocks that were stopping those T-cells from working. That is why Pelareorep is a strategic asset, not an incremental add-on.

There’s also the quiet possibility that an early low-ball offer already came in — likely from a large pharma without a checkpoint program, testing whether ONCY would sell Pelareorep on the cheap. Instead of folding, ONCY locked in its Phase 3 design with the FDA, a classic move to raise the valuation floor and send a message: come back with real money. And that’s where the story shifts, because once the Phase 3 path was secured, the real intrigue moves to the companies with heavy checkpoint stakes on the line.

Pelareorep unlocks cold tumors, and the pharma that owns it will be the only one with a checkpoint that actually works there. Merck and BMS are the obvious examples — and several other pharmas with checkpoint ambitions are watching just as closely.

If Merck owns Pelareorep, Keytruda dominates cold tumors.
If BMS owns it, Opdivo gains a second life where checkpoints currently fail.
If both hesitate, other checkpoint players — Roche, AstraZeneca, Pfizer/Seagen — have every reason to step in and reshape the field.

This is not a minor asset. Major oncology platforms routinely command $10–$20+ billion deals, and Pelareorep fits the platform category, not the bolt-on category. Cold tumors remain one of the biggest failures in modern immunotherapy, and Pelareorep is one of the first credible solutions.

ONCY trades today as a $1 penny stock, dismissed by skeptics who stare at the price instead of the science and strategy. But the price does not change the fundamentals. The FDA’s alignment with ONCY on the Phase 3 pancreatic cancer design puts Pelareorep directly in view of companies whose checkpoint franchises depend on solving the cold-tumor problem.

Markets often miss the obvious. This might be one of those times.

Market Talk 

The market feels jumpy again. AI stocks are back in the news with big earnings, and people are already arguing whether this run is the real thing or just another bubble forming. These tech bursts can lift the whole market for a day or two, but then they fade right back into the same choppy selloffs we’ve been seeing. The money comes in fast and leaves just as fast.

Meanwhile, the real economy hasn’t changed — inflation still hangs around, the world is a mess, and traders are reacting to every headline like it’s the next crisis. That’s why the resource names still matter. Gold and silver don’t depend on hype or perfect conditions. They sit underneath all the noise, and eventually the market comes back to them when things get shaky.

Today’s sudden market turn doesn’t feel great to most people holding stocks, but the bigger story hasn’t changed just yet. These kinds of selloffs show up fast, and they usually settle once the panic eases. Nothing in the fundamentals broke — the market just got loud again.

Not every story in the market moves with the indices. Some move on science, not sentiment. ONCY fits that lane. While the tape is shaky, the work behind Pelareorep continues, and the latest FDA alignment puts the spotlight back where it belongs — on whether the data can change outcomes in a cancer with very few options.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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 Talk Update on Hecla Mining, Kinross Gold, and ONCY — Is BMS the Dark Horse?

  

Market Talk 

NVDA gave the market another lift, powered by the nonstop AI buildout and its latest round of strong earnings. Tech names jump back into the spotlight fast, but the leadership never stays in one place for long. What does stay steady is the resource story — real demand, real supply pressure, and none of the hype cycles. That’s why names like Hecla and Kinross remain mainstays here, even when the market is busy chasing whatever tech star lit up the headlines this week. Sometimes the best trades are the ones that don’t need headlines at all.

Stock Talk 

Hecla Mining (HL)

Hecla is one of the few solid U.S. silver producers in a market where China is tightening export controls to keep more silver at home for its vast solar-panel manufacturing and expansive military-equipment buildouts. That means less silver coming out of China and more focus on dependable North American supply. With global silver demand rising and supply tightening, Hecla’s position only gets stronger. Add in gold by-product production from its U.S. mines and the Casa Berardi gold mine in Canada, and Hecla remains a mainstay in the Jones view, with breakout potential still to be seen. It appears to be a good stock to hold and possibly accumulate on dips.

Kinross Gold (KGC)

With gold holding near the $4,000 range, Kinross stands out as one of the steadier names in the gold sector. The company keeps costs low, throws off solid cash flow, and continues to reward shareholders with buybacks and dividend increases instead of dilution. Even if gold dips from these levels, KGC’s all-in sustaining costs are low enough that earnings still look solidly positive. Kinross is also taking a smart, lower-risk expansion path by partnering with junior explorers in high-grade potential plays like RGCCF and PUMXF, all operating in safe North American mining regions. As long as gold stays firm — and even if it softens — KGC’s disciplined strategy and strong cost position give it plenty of room to keep delivering.

Speculation Corner — ONCY (and BMS?)

ONCY just shifted gears with the FDA’s alignment on its Phase 3 pancreatic trial. The design is agreed to, and Pelareorep’s cancer-lysing and immune-activating profile is now in front of regulators — a milestone that finally puts real structure behind the PDAC program.

The bigger angle? The checkpoint players. Keytruda has been everywhere, but checkpoints still struggle in cold-tumor settings like pancreatic, ovarian, and several other solid cancers where ALL the checkpoints usually fail. Opdivo (BMS) is in the same situation — results and sales in these tough cancers have been slower than hoped. If Merck drags its feet, BMS is known to move faster when a new drug can make their checkpoint work in places it normally falls flat. Pelareorep is that kind of immune primer — the piece that turns a “cold” tumor into something a checkpoint can actually attack.

And this is where the story gets bigger. When a small biotech holds something that could strengthen multiple big-pharma checkpoint franchises, you’re not just looking at partnership potential — maybe even buyout potential starts creeping in. Big pharma doesn’t like watching competitors gain the upper hand in cancers they’ve been failing to crack for years. ONCY — it’s a company to watch closely. Here at the Jones Report, we use the word maybe on speculation — maybe some.

Ramaco Resources struggles in a coal mindset

Ramaco Resources with it's METC and METCB has been pushed back into the coal bucket by the market, despite the rare-earth potential sitting under the Brook Mine. The stock is acting like a pure coal play and is being priced that way. The rare-earth story hasn’t clicked with investors because Washington hasn’t moved, the defense sector hasn’t leaned in publicly, and investors don’t reward “potential” without partners or independently verified assays that change the narrative. Until that happens, Ramaco trades like a dog and gets valued like one. The long-term rare-earth opportunity may still be real, but for now it sits in the background rather than driving the stock.

Staying Nimble

In a market that swings from AI euphoria to resource strength and back again, keeping some dry powder never hurts. Some weeks it’s tech, some weeks it’s metals — but opportunity tends to show up for those who stay flexible.  When the headlines get louder and the swings get wider, having room to move can matter more than making the perfect call.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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.
________

Reading Signals in a Noisy Market - KGC, HL, METCB and ONCY

    

Market Talk 

The world gets weirder and stranger every day. A Marxist-leaning mayor in New York City, war grinding on in Ukraine, sticky inflation from years of lingering Biden inflation, overspending, and China hinting at rare-earth pressure while trade policy shifts week to week. At the same time, the major indices keep bouncing around their highs, with volatility throwing some stock  into ten-percent swings — plenty of charts look stretched. Finding a way to gain leverage on gold and silver may be the smarter play these days.

But at this point, we’ve already seen some nice gains, and while the trend still looks steady, it’s not always easy to stay steadfast with that stretched feeling hanging over trader sentiment. Still, the miners are holding their ground, and plenty of investors think we may be on the verge of a breakout that finally recognizes the growth these companies are showing in their earnings results.

Stock Talk 

Kinross Gold (KGC)

Kinross has stayed disciplined. With gold prices firm, their cash flow supports share buybacks and dividend bumps — not something you see often in a sector known for dilution. If gold simply holds steady, the lower share count alone gives KGC a natural lift, and management seems committed to rewarding shareholders instead of chasing expansion.

Hecla Mining (HL)

Hecla remains one of the cleanest plays on rising silver demand in the U.S. Silver stays tight thanks to solar, electronics, and data-center build-outs. Add in their gold by-product credits — which help lower operating costs — and HL has more breathing room than most silver producers. Their recent earnings already reflect what stronger metal prices can mean.

Rare Earths — A Story Waiting to Break Out?

President Trump keeps talking about securing rare-earths, but most of the attention is on foreign sources or “friend-shoring.” Meanwhile, our own domestic opportunities — especially the rare-earth potential in Ramaco’s Brook Mine in Wyoming — barely get mentioned. That’s where METC and METCB come in. If Washington takes a serious look at what’s sitting in our own backyard, Ramaco’s rare-earth angle could move from background chatter to headlines. If that happens, METC and METCB may find themselves in the spotlight for something far more valuable than coal.

Speculation Corner — ONCY

ONCY drew attention today after Anson filed a new 13G showing 7% ownership on the same morning HC Wainwright doubled their price target to $10 — a timing that feels like they may be sensing something the market hasn’t fully picked up on yet. The one question mark — the kind that could set a fire under the stock — is ONCY’s upcoming FDA design meeting. If the FDA raises the fairness issue about putting late-stage pancreatic patients into an old standard-of-care control arm — something the agency has questioned before in other deadly cancers — it could reshape the trial in a way investors, institutions, and even a few big pharmas with checkpoint drugs may not ignore.

Dry Powder

In a noisy market, keeping some dry powder and avoiding the all-in mentality is one way to stay nimble. When the headlines get louder and the swings get wider, having room to move can matter more than making the perfect call.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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.
________

TWO Stocks: Kinross Gold Corporation (KGC) and Hecla Mining company (HL) - and penny stock corner on two others with Kinross eyes on them

   

Market Talk 

Much has happened since our last post.  The Fed cut rates, as expected, but also noted that a follow-on rate cut in December is uncertain as they try to monitor inflation in a government shutdown.  Then -we saw the elections that show further polarization of the country.  

The Markets have shown that although at all- time highs, individual stocks are stretched.  Meanwhile the fiat currencies are becoming more devalued, including the dollar.
Gold and silver prices, although bouncing around high thresholds are holding near all-time highs. 

Stock  Talk 

Two mining companies, as described in prior posts here, stand out as continued high performers,

Kinross Gold Corporation (KGC)

                    and,

Hecla MiningCompany (HL)

Speculation Corner penny stock - Relevant Gold (RGCCF)

Kinross recently exercised its warrants and boosted its stake in Relevant Gold (RGCCF). No fanfare, no hype — just a modest $2.9 million top-up and a show of quiet confidence.

Relevant trades around $0.30, a true penny stock with light volume — average about 38,000 shares a day. That means only small limit trades, and only for those willing to wait and speculate on what Kinross may also be seeing out there.

Relevant Gold – Wyoming Project Portfolio” map showing 40,000 + acres]

Kinross already knows this kind of ground. It built part of its success mining the same ancient, gold-bearing formations farther north. Wyoming’s belt offers that same geology inside the U.S. — stable laws, open ground, and less competition.

Relevant controls more than 40,000 acres across several projects, with mapped shear zones and visible gold at surface. For Kinross, a small investment secures a front-row seat on a big land story. The first drill results are due early next year. It’s a waiting game, thin volume and all, but sometimes that’s where the quiet setups start.

Update: PUMXF is another penny stock connected with Kinross Interest and backing that looks prospecting interesting at 12 cents a share.

https://finance.yahoo.com/news/puma-exploration-samples-126-g-130200758.html

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Disclosure:  Jones bought 5,000 shares of RGCCF with a limit order at $0.30 and 5,000 of PUMXF at $0.12 with the gamble alongside Kinross. The Jones Report has no affiliations or arrangements with any company mentioned here in StocksToWatch. This isn’t a pump site, just conversation about what’s out there — and what may or may not be.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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.
________

Navitas Semiconductor (NVTS) -- The Coming Game Changer Behind AI’s Power Revolution

   

Sunday Special Jones Report

Navitas Semiconductor (NVTS) -- The Coming Game Changer Behind AI’s Power Revolution

Navitas — Latin for “Power and Energy”
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How and Why Navitas Semiconductor (NVTS) Will Save Billions in Energy Costs — The Navitas of Power

Introduction:

This report is all about a coming change that astute institutions as well as real investors should take notes on. The leader is Navitas Semiconductor Corporation (NVTS) based in America, headquarters at Torrance, California.

AI’s hunger for power is forcing a complete rethink of how data centers are fed.  While most people focus on GPUs and servers, the real bottleneck is electrical — and it starts with how energy gets from the grid to the racks.

Behind the scenes, every computer and AI server runs on Direct Current (DC) power, not Alternating Current (AC) from the power lines. This means every watt must first be converted to DC before it can drive computation. In data centers, the conversion from AC to DC is done before the power reaches the server. This saves energy and heat.  When scaled to the numbers involved in AI data centers the savings can be enormous with the NVTS driven architecture. Lower current is needed for the same power delivered, less copper on the path and far less energy lost as heat across the power chain.  The result is leaner, faster and cooler data halls -- a transformation that goes beyond performance to pure efficiency. NVTS’s Silicon semiconductors make that shift possible, turning what was once wasted energy into usable computing power.

It is where NVTS steps in with two key technologies: Silicon Carbide (SiC) for the high-voltage front end and Gallium Nitride (GaN) for the fast rack-level converters.  Together, they form the backbone of a new revolution in power delivery -- one that will save Billions each year in wasted energy.

Why SiC and GaN Matter

Traditional silicon power devices are hitting their limits. SiC and GaN push far beyond, both switching faster and running cooler.
SiC handles very high voltages and current — perfect for converting grid-level AC into the 800-volt DC that feeds the building.
GaN excels at ultra-fast switching at lower voltages — ideal for converting that 800-volt DC bus down to 48 volts at the server racks.
The result: smaller equipment, less heat, and much higher overall efficiency.
It’s the high-speed switching itself — turning current on and off thousands of times per second — that performs the real work of converting AC into smooth, usable DC power.
    

Figure 1: Power Flow Using NVTS SiC + GaN Architecture             

Stage 1: The Front End — 13.8 kV AC to 800 V DC

At the front end of every AI data center, incoming 13.8-kilovolt AC power from the grid is stepped down and rectified into DC.
This is where Silicon Carbide (SiC) devices take charge.
They handle high voltage and high current, switching cleanly and fast enough to convert that grid power into a stable 800-volt DC bus that feeds the rest of the system.
The rapid switching feeds and shapes the current through the rectifier and filter stages, turning raw AC into the steady DC bus that powers everything downstream.
Each 1-megawatt power block uses about forty SiC devices, and a 300-megawatt campus will need roughly twelve thousand of them.
The result is less heat, smaller hardware, and higher overall efficiency -- the essential first step in making AI’s enormous power demand sustainable.

            Figure 2 — Inside a SiC Front-End Power Cabinet

How it works:

Incoming 13.8 kV AC passes through protection breakers and a step-down transformer.
From there, rows of SiC power switches rapidly turn current on and off to perform the AC-to-DC conversion.
These high-speed switches — known technically as MOSFETs (metal-oxide semiconductor field-effect transistors) — are the key to high-efficiency power transfer.
DC link capacitors and bus bars stabilize the current, while a liquid-cooling loop keeps the system running efficiently under heavy load.

Stage 2: The Rack Level — 800 V DC to 48 V DC

Once power reaches the data hall, Gallium Nitride (GaN) devices take over.
Each rack’s converters step the 800-volt DC bus down to a regulated 48-volt DC supply that feeds the GPU and CPU power modules.
GaN switches operate with less loss and much higher switching speed than legacy silicon.
A single 80-kilowatt rack uses around forty to fifty GaN devices, which means roughly 180,000 NVTS GaN chips across a 300-megawatt campus.
Higher frequency means smaller transformers, less copper, and far less heat — all translating to lower power bills and lighter cooling loads.

Why 48 V Matters

48 volts DC is the sweet spot — high enough for real efficiency, low enough to stay safely serviceable. It’s classed as SELV (Safety Extra-Low Voltage) under IEC standards, meaning technicians can work around it without full high-voltage PPE. Compared to today’s 12-volt rack systems, the shift to 48 V slashes distribution losses and heat — a necessary upgrade as AI loads grow.

NVTS SiC devices handle the heavy lift at the 800-volt front end, while NVTS GaN chips drive the high-frequency 800-to-48-volt step at each rack. Together they form the silicon backbone of this quiet power revolution.

The Scale of the Silicon

Across that same 300-megawatt AI campus:
About 12,000 SiC devices at the front end and 180,000 GaN devices at the racks. That’s nearly 200,000 NVTS power semiconductors per site, with each one quietly working to turn waste into efficiency.

Multiply that by the wave of new AI campuses on the planning boards, and the numbers rise into the tens of millions — and billions of dollars in energy savings every year.

The New Power Player

Every watt that feeds the AI revolution must first pass through semiconductors like these.
And as thousands of new megawatts come online, so will the demand for hundreds of thousands of NVTS power chips per site.
This is the quiet foundation under the entire AI buildout — silicon that doesn’t compute, but makes the computing possible.
When you look at that scale, it’s clear where this story leads.
If NVIDIA designs the brains of AI, then Navitas builds the power behind it — the Navitas of Power.

With so much at stake, and NVIDIA already the one to recognize what’s unfolding, the question isn’t if the market wakes up — it’s when.

Bottom Line

NVTS isn’t chasing AI hype — it’s helping fix the power drain that AI created. As the market wakes up to the 800-volt DC revolution, the traders chasing chips will find that the real story — and the real savings — may run straight through NVTS.

WORTH REPEATING:

Add up all the high - powered planned AI data centers now on the drawing boards at NVIDIA, Amazon, Google, Meta, and Microsoft, and the result is staggering -- Billions of dollars in potential energy savings every year AND millions of NVTS semiconductors every year.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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 Hit, the Hurt, and the 30-Cent Gold Story Kinross Already Knows

   

Stock Talk 

Gold and silver are both off some, but still at historic highs. Gold holding above $4,000, silver easing back near $47.8 after running past $50.

Even with prices still this strong, the miners are taking a beating. KGC and HL are trading off over 10% as of this note, and it doesn’t add up. The metals didn’t break — the market did.

It’s easy to say “ignore the noise,” but when screens go red, it’s not noise to the folks feeling like bag holders while market makers, hedge funds, and manipulators shake out the retail. It’s frustration and disbelief all over again.

If any of us little people step to the sidelines in some of both, who can blame us? Still, holding KGC and HL may yet defy the sentiment of the hour or the day. The coming earnings may yet prevail — with recent gold levels, there’s a fair chance Kinross could blow out estimates, maybe coming in up to or near $0.50 a share for the quarter.

Penny Stock Corner

While most traders were watching the dip, a small note hit the Fidelity feed: Kinross exercised its warrants and boosted its stake in Relevant Gold (RGCCF). No fanfare, no hype — just a modest $2.9 million top-up and a show of quiet confidence.

Relevant trades around $0.30, a true penny stock with light volume — averaging about 38,000 shares a day. That means only small limit trades, and only for those willing to wait and speculate on what Kinross may also be seeing out there.

“Relevant Gold – Wyoming Project Portfolio” map showing 40,000+ acres

Even on a day when a hit still hurts, maybe a little prospecting may restore some hope — in a 30-cent, 40-acre gold prospect with surface gold and a little patience.

Relevant Gold – Wyoming Project Portfolio” map showing 40,000 + acres

Kinross already knows this kind of ground. It built part of its success mining the same ancient, gold-bearing formations farther north. Wyoming’s belt offers that same geology inside the U.S. — stable laws, open ground, and less competition.

Relevant controls more than 40,000 acres across several projects, with mapped shear zones and visible gold at surface. For Kinross, a small investment secures a front-row seat on a big land story. The first drill results are due early next year. It’s a waiting game, thin volume and all, but sometimes that’s where the quiet setups start.

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Disclosure:  Jones bought 5,000 shares of RGCCF with a limit order at $0.30 — taking the gamble alongside Kinross. The Jones Report has no affiliations or arrangements with any company mentioned here in StocksToWatch. This isn’t a pump site, just conversation about what’s out there — and what may or may not be.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

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More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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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Silver and Gold Still Strong — and the New Wyoming Gold Story Kinross Is Watching (Penny Stock Corner)

   

Stock Talk 

a pause, not a problem

October hasn’t broken anything. Yesterday the miners were sprinting; today they’re catching their breath. That’s what bull runs sometimes do — move, rest, then move again. Gold still above four-thousand and silver near fifty tell the real story. A little red on the screen doesn’t change that; it just shakes out some nerves.

the core rides out the pullback

Gold miners are under pressure today — Hecla (HL) and Kinross (KGC) both trading softer after yesterday’s strong run. No bad news, just the usual money shuffling around in the group. Most of the forums are calling it a buying opportunity — time will tell. With the rise in silver demand and central banks collecting gold, earnings will speak for these two miners.

Kinross and Hecla eased back after yesterday’s strength. Both are steady producers with cash flow and good ground. Holding on and waiting — earnings will settle the matter. Not sweating the zigs and zags here. We’ve been on KGC from the beginning, and this looks like a no-sweat zag — the kind we ride through, not trade out of.

quiet confidence out west – a penny stock with big land

While most traders were watching the dip, a small note hit the Fidelity feed: Kinross exercised its warrants and boosted its stake in Relevant Gold (RGCCF). No fanfare, no hype — just a modest $2.9 million top-up and a show of quiet confidence.

Relevant trades around $0.30, a true penny stock with light volume — average about 38,000 shares a day. That means only small limit trades, and only for those willing to wait and speculate on what Kinross may also be seeing out there.

Relevant Gold – Wyoming Project Portfolio” map showing 40,000 + acres]

Kinross already knows this kind of ground. It built part of its success mining the same ancient, gold-bearing formations farther north. Wyoming’s belt offers that same geology inside the U.S. — stable laws, open ground, and less competition.

Relevant controls more than 40,000 acres across several projects, with mapped shear zones and visible gold at surface. For Kinross, a small investment secures a front-row seat on a big land story. The first drill results are due early next year. It’s a waiting game, thin volume and all, but sometimes that’s where the quiet setups start.

_______

Disclosure:  Jones bought 5,000 shares of RGCCF with a limit order at $0.30 — taking the gamble alongside Kinross. The Jones Report has no affiliations or arrangements with any company mentioned here in StocksToWatch. This isn’t a pump site, just conversation about what’s out there — and what may or may not be.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside 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.
________

Gold and Silver - And others too

   

Market Talk 

After the great day of peace in the Middle East, old hatreds stirred by Hamas continue to cause backlash among their own people of Muslim faith. The fight to disarm those who refuse to quit may yet drag on.

Meanwhile, Washington continues the shutdown as polarized parties dig in. Still, the markets chug ahead, watching for rate cuts and the next wave of revenue and earnings signals to chart the future of share prices.

Stock Talk 

Gold and silver remain the mainstay in this economic climate — real stores of value in a paper-heavy world. The two miners, Kinross (KGC) and Hecla (HL), continue to hold their ground as dependable plays amid shifting rates and global uncertainty.

Why these miners? Both Kinross and Hecla offer more than metal — they offer leverage to price, manageable costs, and production rooted in safe, stable jurisdictions. KGC’s gold output remains strong, giving it leverage when prices rise, while HL’s low-cost silver production, the largest silver miner in America, makes it a natural hedge as industrial demand climbs with AI and clean-energy expansion. In a market full of promises, these two still deliver ounces, cash flow, and earnings growth.

At the same time, other stocks may offer real opportunity as well as risk in this new AI-driven world — one built on expanding data centers, rising power demand, and the growing need for a strong defense of America and the free world.

For example, Hewlett Packard (HPE) guided lower revenues even as it aims to grow deeper into the data-center buildout. They’re talking dividend hikes and buybacks, but a downturn is still a downturn — and if you’ve been driving with some HPE, it might be time to pull over and check the gauges.

Meanwhile, Ramaco Resources (METC) has shown how rough the ride can get. Yesterday’s METC downturn whipsaw looks and feels like classic volatility — yet beneath the chop lies real promise. Their Brook Mine in Wyoming holds vast acres rich in rare earth elements (REEs), a potential key to fulfilling the nation’s critical need for domestic REE supply.

The potential — along with news feeds today showing METC and METCB bouncing back with buy mentions - keeps them in the mix for both trading and investing. Maybe some and maybe not too much.

Those REEs tie directly into the backbone of the AI and defense buildout — from electric motors to guidance systems to the servers powering data centers. And yet, while the REEs are there, sandwiched between the edges of layered coal seams and easily extracted, the separation of the rare earth minerals still needs to be proven in the pilot plant now in the planning stages.

Until that proof comes, patience and positioning will test traders’ resolve. Some shares could prove an investment — but all the same, the time lag brings doubts about when, and the in-betweens create uncertainty at higher share levels. Unless the government steps in to accelerate the buildout, those share levels could be challenged.

One name catching fresh attention is Navitas Semiconductor (NVTS) — a player in high-efficiency power chips built on gallium nitride and silicon carbide. With AI data centers and electric infrastructure both hungry for faster, cooler, and cleaner power, NVTS sits right at the junction of two megatrends. The stock has seen momentum swings, but recent ties to major partners like NVIDIA have sparked renewed interest. It’s a speculative space, yet one worth watching as the next wave of power-conversion tech takes shape.

Still, KGC and HL remain the conviction go-stocks here — steady, grounded, and true to value. Others may present possibilities to trade or invest as the future plays out. Scroll back if interested in more of the stocks we continue to watch here.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare !

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.
________