This is a brief market and stock update from the desk of Spider J. Jones.
Let me be clear and unambiguous. Writing and maintaining this report takes time, thought, and discipline. Over the past year, several stocks discussed here have risen 300 percent and more—not through hype or promotion, but through observation, awareness, and disciplined risk management.
This site does not tout stocks. It focuses on market conditions, company fundamentals, and timing—while respecting that every investor must manage risk for themselves.
That said, readership engagement matters. If you’ve found value here—whether profit, perspective, or simply something different from the usual Wall Street noise—I’ll ask one simple question.
Did you pass this along to someone else who follows markets?
This report runs without ads, without trackers, and without sponsors. Whether it continues at its current pace—or at all—will depend on whether enough readers find it worth sharing.
With that context, today’s stock talk will be brief as I consider next steps.
Stock Talk
Gold and silver have surged to all-time highs. Given the geopolitical environment abroad and growing polarization at home, elevated tensions are a market reality—without injecting personal politics into what is strictly a market discussion.
This is no surprise to longtime readers.
Earnings for all three are expected around mid-February, with exact dates still pending. When stocks run, markets often trade ahead of earnings. Even well-run companies can see pre-earnings volatility as funds attempt to shake the tree. Ultimately, price direction will depend on results—and just as importantly, guidance. With Kinross and Hecla, some volatility would not be surprising. Beyond that, this report maintains the previously stated view. As always, investors must make their own decisions.
Meanwhile, broader conditions continue to evolve. Modern warfare, shifting alliances, and supply-chain realities reinforce the importance of made-in-the-USA capability, especially in semiconductors.
Chips are everywhere—defense systems, aerospace, medical devices, vehicles, energy infrastructure, and communications.
Today brought news involving SkyWater Technology (SKYT), a low-share-count, GAAP-profitable semiconductor company previously discussed here. The company announced an agreement to be acquired by IonQ, offering a mix of cash and a collared stock swap valuing SKYT at approximately $35 per share.
After reviewing the proposed structure, this appears unfavorable for many retail shareholders. Owners of a profitable company are being asked to exchange shares for exposure to an unprofitable, higher-risk business—at what seems to be a limited premium.
While a counteroffer is always possible, the announcement language suggests the boards expect approval. That typically does not occur unless support is already well understood.
This situation bears watching.
Recent guidance from Intel (INTC) has pressured parts of the tech sector. Selectivity—and avoiding over-concentration—may be prudent for now.
Stocks currently on the Jones watch list:
- Kinross Gold (KGC)
- Hecla Mining (HL)
- Coeur Mining, Inc. (CDE)
- Novo Nordisk A/S (NVO)
Intel (INTC)
Navitas Semiconductor Corp. (NVTS)
GlobalFoundries Inc. (GFS)
D-Wave Quantum, Inc. (QBTS)
SkyWater Technology, Inc. (SKYT)
Kratos Defense & Security Solutions, Inc. (KTOS)
Do your own homework. Make your own decisions.
More developments remain on the radar as conditions evolve.
As always, stay sharp, stay selective, and stay nimble.
Jones Note: Readership will determine whether this report continues at its current pace.
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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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