Market Talk
Over the weekend, uncertainty over conflict starting in the Strait of Hormuz is once again back in the mix. However, more talks are planned, and the market may or may not be becoming more sanguine about the new normal.
It would not be surprising to see rotation in and out of buzz stocks, perhaps including the psychedelics now being targeted for advancement here in the U.S.
Stock Talk
President Trump has signed an executive order aimed at accelerating research and access pathways for certain psychedelic treatments targeting opioid addiction, PTSD, depression and anxiety affecting a portion of the population, including veterans.
With fresh attention now landing on the group, three names appear to be early watch-list candidates. Different pipelines, same broad theme.
CMPS — COMP360 psilocybin, Phase 3, Depression.
ATAI — ibogaine-related programs / broader pipeline, Phase 1-2, Addiction and Depression.
HELP — HLP003 Phase 3, Depression. HLP004 Phase 2, Anxiety.
A fresh look at the process and time it takes to bring useful drugs to people is now getting attention. If that trend grows, it could broaden into other areas needing attention and lift some overlooked biotech names as well, including ONCY and ANVS noted here before. If venturing into an interesting, but speculative thesis - some. Size accordingly.
Other watch stocks in tech include NVTS, INTC and GFS, with notable movement in GFS this morning.
We have been watching GFS as an understated semiconductor foundry here in America. This morning it appears to be drawing fresh interest on several fronts.
One may be its manufacturing relationship tied to NVTS power semiconductors with planned applications in next-generation data center buildouts. Another may be growing appreciation for GFS as a producer of specialty chips such as photonics and radiation-hardened products for aerospace and defense applications.
Stay Watchful.
- Jones Report
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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.
