That one has certainly demanded some patience. I remain somewhat assured that Nolan Watson has been saying that they've already bought their growth, so they'll likely just be paying down debt and holding off on major deals for a while... but there's alway[...]

Several SMRs are in early stage development, none of the US ones are permitted or under construction yet. BWXT works on most of the naval reactors and does other nuclear contracting for the government, including building a microreactor for military bases,[...]

Could be, a lot of the smaller defense contractors have been acquired over the years. Don't know if any of their technology is particularly valuable or proprietary, but they are doing some interesting things with rocket engines and other stuff in addition[...]

Indeed, that's certainly the flavor of the month... there won't really be any SMRs in operation for five years or so, though, even if they proceed without hiccups it will take quite a while for them to be meaningful contributors to the grid.[...]

It wasn't the permit that drove it up to $8, it's been moving up pretty steadily for a few months -- they just didn't bother to update their ad.[...]

I imagine a lot of folks still doubt the permitting will come through, so maybe that doubt will ease over the next 6 months or so. But investors often find it hard to hold on to mining stocks once it gets "real" -- when they're borrowing and spending and[...]

Could be, though if they can really borrow $1.8 billion and the terms are friendly enough, they could perhaps go it alone. I hope it works out for you in the end, either way.[...]

Yep, a 12,500% return would mean it grows to a $63 billion market cap. I guess it's theoretically possible someday... but no.[...]

I think Apple has used ARM's basic chip design tech every since they designed their first chips. Whether they're using "more" of it for this latest chip, or ARM is more involved in Apple's chip design for this one than usual, I have no idea, but the big d[...]

Apple has acquired several voice-enabling technologies over the years, but if they haven't used SOUN to this point it seems unlikely that they need to -- it seems like auto companies are partnering with SOUN so they can avoid having to be captive to Apple [...]

They often throw their promo Picks into "special reports" Instead of the actual model portfolio, but some letters also keep using stocks as teaser picks even after the pundit has "sold" them.[...]

There's certainly risk of the brand plateauing. I think it's still looking pretty solid, but only time will tell, I guess.[...]

I haven't been following this management team long enough to have a great handle on their investor relations skills, but I was surprised that they just mentioned that number and didn't seem to realize it was a bombshell of an announcement that would have m[...]

Haven't suffered through the latest Altucher pitch yet, but Credo was the stock he was similarly touting back in June. (https://www.stockgumshoe.com/reviews/luke-langos-innovation-investor/answers-apples-silent-ai-suppliers-who-are-luke-langos-three-tin[...]

Del Real is out pitching this story again, though with a preamble that one of the three stocks has been acquired for about $3 billion -- so that confirms that the copper stock that I did not unearth above was indeed Filo Corp (FIL.TO, FLMMF), which is bein[...]

Welcome aboard, Chet -- the pitchmen love to get us revved up about quick gains and juice those gambling urges... but sadly, one telltale sign of a great long-term investment is that you don't have to decide whether or not to invest within five minutes. S[...]

Those are the super-levered ETFs that are designed to either generate large options income or one-day levered gains to a single stock. The YieldMax ones are pretty prominent, but there are a lot of others that can let people bet on short-term moves or tak[...]

He's run similar ads all year, though I think he swapped out some of the "secret" partners in more recent ads. First time around it Was TSM, ARM and (maybe) SMCI... in later versions it looks like it was ANSS, ARM and maybe VRT, though they could have sha[...]

Interesting, new one to me -- thanks![...]

Not really, I handle situations on a case by case basis... there are some companies that I primarily own because I see a shorter-term opportunity to make a profit, and I might own that stock for just a few years (or even just a few months, in rare situatio[...]