The market doesn’t announce opportunity — it reveals it later.

       

Stock Talk

Well, it’s now mid-January 2026. Can you hardly believe it? Let’s talk the market and stocks for a few moments from the desk of Spider J. Jones.

Lately, gold and silver have surged to all-time highs. This comes as no surprise to some of us. Likewise, our picks — Kinross Gold (KGC) and Hecla Mining (HL) — have moved into double-digit territory, with HL trading around $23 and KGC near $33. Gold is currently hovering near $4,600 per ounce, while silver trades close to $90.

Earnings for both companies are expected around mid-February, with exact dates yet to be announced. When stocks run, the market often trades before earnings are reported. Even in strong, well-run companies, hedge funds like to test shareholder resolve and attempt to “shake the tree.” Whether shares move to the next level ultimately depends on the report itself — and just as importantly, on guidance. With Kinross and Hecla, some pre-earnings volatility would not be surprising. After the reports? This report maintains the same view as previously stated. As always, investors must make their own decisions.

With that backdrop, the market appears to be broadening beyond parts of the so-called “Fab 7,” and there may be good reasons for that shift. Coming posts will outline why the list below may merit further exploration. One way to deal with uncertainty is to edge into a position with a very small number of shares, watch how it trades, and get a feel for the action. If things develop favorably — and the stock dips — one might add incrementally. But always maintain dry powder.

Meanwhile, global conditions continue to evolve. Modern warfare, geopolitical tensions, and shifting balances of power remain very real considerations. America’s capability would benefit from more made-in-the-USA products — and one critical area is chips. Semiconductors are everywhere: aerospace systems, defense, medical devices, vehicles, appliances, networks, and power infrastructure.

Many of today’s AI-driven chips are produced overseas. Nvidia and AMD chips — the darlings of global AI buildouts — are largely manufactured in Taiwan. But wait a second there, Chauncy. AMD chips used to be made in America. By whom? Hint — it’s on the list below. Does anyone doubt that China is watching these developments closely and weighing its options regarding Taiwan?

There are American chip designers and manufacturers — lesser known, perhaps — but they are on the Jones list. One such example is Navitas Semiconductor. For those interested, here is a prior Jones Report on NVTS:

https://stockstowatch.blogspot.com/2025/10/nvts-coming-game-changer-behind-ais.html

Stay tuned — there will be more to say about this theme in future posts.

Stocks currently on the Jones watch list:

• Kinross Gold (KGC)
• Hecla Mining (HL)
• Novo Nordisk A/S (NVO)
• Intel (INTC)
• Navitas Semiconductor Corp. (NVTS)
• Global Foundries Inc. (GFS)
• D-Wave Quantum, Inc. (QBTS)
• SkyWater Technology, Inc. (SKYT)
• Kratos Defense & Security Solutions, Inc. (KTOS)

If you haven’t seen the prior Jones Report on Navitas Semiconductor, we invite you to read it — if you dare. Why not? It’s all free. Do your own homework and make your own decisions.

…And many more stocks remain on the radar as individual circumstances play out.

As always, stay sharp, stay selective, and stay nimble.

— Jones Report

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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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