Much More To V2X Than Meets The Eye

Recent reports described two downed helicopter pilots being rescued by an autonomous surface vessel. Developed by Saronic Technologies, the vessel successfully recovered the aircrew after the crash. The event is being described as the first known military rescue involving an autonomous surface vessel.

The rescue also highlights a broader trend. Autonomous systems are beginning to move beyond the realm of research projects and demonstrations into real-world military operations.

Recently, a YouTube video from the Ukraine conflict led us to a new Watch Stock: 

V2X, Inc. (VVX)

The vehicle shown above is a dune buggy-style platform known as Tempest. Developed in a rapid prototype by VVX, it has already been credited with defending against multiple drone attacks.

The cool buggy above got our attention. So we decided to look a little deeper into this self-described "scrappy company."

What we found was far more than a rapid prototype vehicle. VVX helps keep some of the military's most sophisticated aircraft and systems operational through aviation maintenance, logistics, training, readiness, and mission support activities. The company generates billions in annual revenue and recently reported a contract backlog approaching $14 billion.

As an aside, VVX appears to be operating in the right places at the right time, with defense needs increasing across multiple regions of the world.

From listening to their recent conference call, the CEO described VVX as "a scrappy company" that responds to client needs and can quickly adapt through rapid prototyping to meet evolving defense requirements.

While the Tempest buggy currently serves in an anti-drone defense role, the broader trend may be even more interesting. Autonomous systems are beginning to emerge across sea, land, and potentially air-based missions. The recent autonomous rescue at sea may be one example of where things are headed.

With VVX's rapid prototyping experience, aircraft maintenance expertise, and innovative land-based platforms, the company appears well positioned to respond quickly as new defense needs emerge.

Strong earnings and a growing backlog tell one part of the story. Tempest tells another.

Put the backlog, recent earnings performance, and rapid response capability together and three words come to mind with VVX:

Stability.

Performance.

Growth.

During the conference call, management also referred to certain "discreet operations." Perhaps part of the reason VVX remains under the radar in its growth areas.

It's almost funny that a YouTube video from a war zone led us to VVX.

What we found was a company operating largely under the radar while executing remarkably well.

Stay tuned. Stay watchful.

- Jones Report

This site is just for fun and insight, with no sponsors and no affiliations. If you like this free Jones Report, tell a friend. Why not?

________

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.

A Stock With No Name (For Now)

 

A Stock With No Name (For Now)

Long-time readers may recall a most understated stock.

This stock currently trades just under a buck a share.

Years ago, this company developed a way to amplify a naturally occurring virus first discovered during the polio era by Dr. Albert Sabin and known for its unique attraction to cancer cells.

Meanwhile, beneath the noise, awareness continues to build around a combination treatment approach aimed at addressing major unmet needs in advanced cancer.

Treatments that can result in even some durable responses while adding even a few Complete Responses can step into an entirely different realm.

Lives helped.

Lives extended.

Improved lives in some is what matters.

Unmet needs.

An ongoing CRC trial is underway.

The science continues.

The story continues.

Awareness often comes before broader recognition.

Some of the deciders are taking notice as well.

The stock trades where it trades.

So be it.

Some are aware.

Some are not.

And for those holding some conviction, some may be enough.

Reference:

 https://stockstowatch.blogspot.com/2025/09/the-trinity-missing-puzzle-piece-to.html

Stay tuned. Stay watchful.

- Jones Report

This site is just for fun and insight, with no sponsors and no affiliations. If you like this free Jones Report, tell a friend. Why not?

________

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.

Things Can Change Fast - Part 2

 

Things Can Change Fast - Part 2

Market Talk

Volatile times.

Just last week, market indices were reaching all-time highs. One day it's AI hoopla. The next day Iran and the Middle East remind markets that continued conflict in energy-rich regions can have consequences.

Stock watchers know all too well what happened next. Friday brought a swift reminder that things can change fast.

I don't care who you are. When you watch a stock fall ten points, it raises your eyebrows at a minimum.

Just about everything tied to the AI trade was punished. It was like Wall Street pulled the plug and said, "Poof."

Then again, perspective matters. Some stocks have enjoyed tremendous gains over the past year, largely driven by enthusiasm surrounding artificial intelligence. For some, Friday simply erased a few weeks of upside. For others, it marked a more meaningful setback. And for a number of names, investors were still sitting on sizable gains despite the selloff.

A day like that forces us to reconsider various narratives and how they match up with reality.

Let's tie together a few facts.

The markets had reached all-time highs. In retrospect, it would be natural for some fund managers to lock in profits. If enough chose to do so at the same time, it may have reflected a market that had been running hot for quite a while, especially among AI-related leaders.

Then there is the ongoing conflict in the Middle East. For months, investors seemed willing to believe that tensions would eventually cool and that diplomacy would prevail.

After months of back and forth, however, the situation remains unresolved, and uncertainty continues to linger.

When you combine possibly stretched valuations in AI-linked stocks, geopolitical risk, persistent inflation concerns, and the prospect of higher-for-longer interest rates, it is not difficult to see why the markets are showing signs of fatigue.

Stock Talk

Let's be real. A day like Friday caused some investors to pull the trigger and sell until they can reassess whether a broader correction lies ahead.

Maybe it was time for a breather anyway. Time to call in some dry powder and live to fight another day.

And yet, perhaps this is also where we discover where our individual convictions truly live.

It may also be important to note that a few stocks did not fall nearly as hard. Some even moved higher while the broader markets cascaded lower.

Sometimes the stocks that refuse to go down tell us as much as the ones that do.

A few we watched here were KMB, MO and a stock the Jones Report recently noted, VVX - all were up in a cascading market.

Trading with "some" as test positions can help get the feel without the pain.  Some watch stocks like ONCY remain speculative, but we already know not to have "too much."  But some, for those watching, may remain just enough if the Pela story plays out in the ongoing CRC trial.

One note to close on was that one-share test position on CBRS yielded a temporary conclusion - avoid big IPO offerings. From this vantage, caution may also be warranted on new IPO offerings that get run up while insiders bail.

Some of these narratives, like gold and semis, may in time prove stronger than others. We will revisit them as the stories unfold. 

Stay tuned. Stay watchful.

- Jones Report

This site is just for fun and insight, with no sponsors and no affiliations. If you like this free Jones Report, tell a friend. Why not?

________

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.

Things Can Change Fast

 

Market Talk

Volatile times.

One day it's AI hoopla. The next day Iran and the Middle East remind markets that continued conflict in energy-rich regions can have consequences.

The prevailing narrative remains that some near-term pain may be worth it if it leads to a more stable world. Markets, however, tend to focus on the immediate effects. Higher oil prices can eventually work their way through the economy, and inflation concerns begin to matter again.

Stock Talk

One area getting renewed attention is the PC and server side of the AI story. Both HP Inc. (HPQ) and Dell Technologies (DELL) surprised investors with earnings and continue to benefit from growing demand for AI-capable systems.

Part of the appeal is flexibility. Their hardware can incorporate processors from multiple vendors, including Intel and AMD, and potentially Nvidia's planned CPU offerings down the road. More competition may be coming, but it does not appear to be slowing enthusiasm for the sector at the moment.

Meanwhile, another AI story continues to develop behind the scenes.

As AI infrastructure expands, attention is increasingly turning toward power efficiency, electrical demand and faster computing. This brings several semiconductor manufacturers and designers into focus.

SkyWater Technology (SKYT) is in the process of being acquired. Wolfspeed (WOLF) remains unprofitable but is viewed by some as a leader in silicon carbide technologies. GlobalFoundries (GFS), meanwhile, remains profitable and continues expanding its manufacturing capabilities both in the United States and abroad.

The Jones Report previously discussed the relationship between GFS and Navitas Semiconductor (NVTS). Navitas designs gallium nitride (GaN) and silicon carbide (SiC) power semiconductors intended to improve electrical efficiency. GFS is expected to manufacture these devices at scale, supporting applications that range from AI infrastructure to industrial power systems.

As an aside, recent IPO Cerebras Systems (CBRS) has introduced a different approach to AI processing using a wafer-scale design roughly the size of a dinner plate. The stock initially surged above $300 following the IPO.

At the time, this report suggested letting the excitement settle and, if interested, considering no more than a single tracking share. The stock later faded below $220 and is floating back and forth.

Did CBRS find a bottom? Nobody knows at the moment.

However, one tracking share can remove much of the emotion while serving as a good "what if?" share to get the feel and follow the story. 

Another area we've been watching is the miners. Despite higher gold prices and some encouraging earnings reports, the group still seems challenged. One concern may be the effect higher energy costs could have on sustaining costs.

One other stock we've been watching is V2X (VVX). It does not receive the attention of many of today's popular stories, yet the stock has quietly earned some respect while continuing to climb. Sometimes steady execution matters.

Quantum computing remains worth watching as well. QBTS continues expanding beyond its traditional annealing roots while benefiting from growing government interest and investment in the sector.

The psychedelic biotech story also continues to develop. CMPS has quietly crept higher while ATAI and HELP remain among the companies attempting to address difficult problems such as addiction and depression. The stories remain speculative, but some continue to watch the space.

Looking at the broader picture, GFS appears to be developing into more than just a traditional chip foundry. The company serves the "electronics of everything" while also expanding into areas such as photonics and advanced power semiconductors.

With an additional $375 million in recent U.S. government funding support, GFS remains a stock that appears to be showing some legs.

As always, investors should size positions accordingly and stay aware.

Things change fast.

Stay watchful.

- Jones Report

This site is just for fun and insight, with no sponsors and no affiliations. If you like this free Jones Report, tell a friend. Why not?

________

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.

Sunday Edition: Decisions, Decisions — Why We Say Some

  

 Decisions, Decisions
 — Why We Say Some

Market Talk

The major indices have reached or approached all-time highs.

The Jones Report is not about mutual funds or leaving it to money managers.

We like stock watching here.

What matters is how your stocks are doing.

Watching is one thing.

Decisions are another.

For active investors, decisions are constantly on the table.

Do you take some greens?

Do you hold?

Do you add?

There is no single answer.

Some positions get trimmed because the risk-reward has changed. Others are held because conviction remains strong.

Large holders, fund flows, sector rotation, short activity and changing sentiment can all affect how a stock trades.

The company may not have changed. The stock can still move.

Stock Talk

Last year, when NVTS was trading in the single digits, the Jones Report looked into why Nvidia was interested in Navitas power chips. The power efficiency advantages of GaN and SiC semiconductors for future data centers were highlighted in earlier reports.

Eventually, the market caught on and the share price responded.

After a run, investors start looking harder at the numbers.

What is the earnings outlook?

That does not mean the story is broken.

It does mean expectations have risen.

The market does not always agree that a stock has gone too far.

Palantir is one example.

Many questioned the valuation. The stock continued higher.

Large institutions face the same basic question.

Do they Buy, Sell or Hold?

Or even lend their shares out to short sellers?

Some maintain conviction and stay on the buy side.

Others decide to take gains and wait.

Nobody knows the future.

That is why we say some.

Protecting your own interests and taking a gain in some is often the right move

It can also help build dry powder for whatever comes next.

Holding because conviction remains strong is often the right move.

The challenge is knowing the difference.

Conviction can come from performance.

A stock that continues to execute, grow and deliver results can justify continuing to hold some.

Recent performance by VVX is one example. The stock has had a strong run, yet continuing to hold some can still make sense based on execution and results.

Conviction holdings can also be different.

Take spec biotech stock ONCY.

Readers may recall the Jones Report's "Trinity Approach" discussion.

Performance is not always measured by earnings.

In biotech, performance can be measured by clinical results, regulatory progress and the steps being taken toward FDA approval.

After looking into the company's approach to building immunity while combining Pelareorep with existing cancer drugs, the science remains intriguing.

Clinical progress, new data releases, FDA interactions and the path toward potential approval can all be watched along the way.

It's a "some" position based on the possibility that something important develops.

And, if it does in biotech?

For the winner, some can be enough.

And some can't hurt too much.

As always, stay watchful.

Jones Report

This site is just for fun and insight, with no sponsors and no affiliations. If you like this free Jones Report, tell a friend. Why not?

________

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.

Still Watching ONCY - Back Over $1

 

ONCY is back over $1.

Readers may recall our Trinity article. We were watching several pieces of the story to see if they started fitting together.

The CRC combo trial pairing ONCY's Pelareorep with bevacizumab, the active ingredient behind Roche's Avastin, is getting underway. Some interest also appears to be forming around the CEO, known for the Ambrx-Johnson & Johnson deal.

If interested, this report does not make buy/sell recommendations, but we do use the term: just some, NOT too much, especially in spec stocks.

It could be some time before the complete "Trinity" combo is tried. BUT some areas are developing that a larger Pharma could be eyeing in the back rooms of their scientists. No guarantees in spec though.

Afterthought: If the biotech success scenario plays out, just some may be enough as a back burner stock to watch.

Reference:

https://stockstowatch.blogspot.com/2025/09/the-trinity-missing-puzzle-piece-to.html

Stay Watchful.

Jones Report

This site is just for fun and insight, with no sponsors and no affiliations. If you like this free Jones Report, tell a friend. Why not?

________

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 AI Race Is Heating Up — So Is the Volatility… And Other Stock Talk

 

Stock Talk

We first looked at Cerebras (CBRS) when the stock had already surged over $300 just days after its IPO. At those lofty levels, it felt prudent to wait rather than chase the early hoopla.

Now, after a pullback of roughly 50 points and signs of early investor profit taking, maybe the stock is entering a zone where one or two shares may be enough to get a feel for the trading flow.

One issue now being reported in the AI race is heat. Massive AI centers are drawing growing scrutiny for enormous power demand, cooling requirements and even localized heat impact in urban areas.

Reports are emerging that some locales near massive AI centers are seeing environmental temperatures rise several degrees from the enormous power and cooling demands. Not good.

As AI infrastructure scales, efficiency may eventually matter just as much as raw compute power.

That is one important reason why the CBRS approach — using far more processing on just one large wafer instead of spreading workloads and heat across thousands of separate chips — is capturing investor interest.

At the same time, companies like Navitas Semiconductor (NVTS), focused on advanced power semiconductors built around gallium nitride (GaN) and silicon carbide (SiC) technology, are being set up as part of the AI infrastructure story. More efficient power conversion means less wasted energy and potentially less heat throughout future AI center designs.

None of this changes the fact that NVIDIA still largely controls the current AI landscape. But some investors appear to be watching for alternative approaches as power, heat and scaling issues continue to grow.

Some watch stocks have had powerful runs, only to get hit hard later by insider moves, offerings, profit taking or short theses challenging the stories behind them. That does not mean the stories are broken. It does mean volatility remains part of this AI race.

We already covered the general notion of trimming some gains in previous posts. But if “the suits” believe the story has legs — and now see increasing U.S. government backing behind AI infrastructure and advanced technology — staying the course “in some” while staying aware makes some sense.

Not all stock stories fit the same mold. Some names, like VVX, may appeal more to investors looking for operational growth, earnings and what appear to be solid fundamentals tied to defense infrastructure and technology support. 

Others, like ONCY, remain speculative biotech stories, though recent FDA alignment and treatments aimed at advanced cancers appear to be capturing increasing interest. AVAV at times has behaved almost like a momentum trader stock, where buying weakness and trimming strength may make more sense than chasing spikes.

The common thread may simply be awareness. The stories here do have merit, but volatility, timing and position sizing still matter.

As for CBRS, after the anticipated pullback, the story may now be worth watching more closely.

Stay watchful.

- Jones Report

This site is just for fun and insight, with no sponsors and no affiliations. If you like this free Jones Report, tell a friend. Why not?

________

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.