Why the Correction Spells Opportunity for Solar Investors (SEDG, JKS, ARRY, SUNW, CSIQ, GSFI)

It’s not new – solar stocks take a beating when we run into macro market bearish events that don’t also drive interest rates into the floor. Monday was another such case – Evergrande, the Chinese property company with over $300 billion in liabilities looks set to default. Markets often struggle toward the end of calendar […]

CBD and Cannabis Stocks Set for Boost on CA Passage of AB 45 (CBGL, TLRY, SNDL, CVSI, MCOA, MRMD, ACB, GRWG, MJNA)

While it will at first be limited to the California market, AB 45 carries implications in the battle between state law and federal regulations for CBD products in food, as well as for sales of smokable CBD in cannabis, which stands to get a boost of over a billion dollars from AB 45. AB 45, […]

The Next Big Stock Trend: Carbon Capture (CEI, NRG, EQNR, FCEL, KRBN, VKIN, XOM, CVX)

News out this week from Canada points to the emergence of a super-trend in its very early innings that could direct hundreds of billions of dollars in growth over coming years for companies positioned to take advantage: Carbon Capture Sequestration, Storage, and Utilization, or CCSSU, or CCUS, or CCS, or just Carbon Capture.  Word to […]

The Bitcoin Rally Offers Big Support for these Stocks (OSTK, ISWH, SQ, PYPL, MARA, RIOT, BTBT)

BTC back above $50k? It’s finally a real proposition once again. That represents a one-month gain of over 65%. If you harbored any doubts about the upside potential of this asset, put them to rest – that seems to be the message blaring on the charts. This remarkable recovery will shout at the world: the […]

What Trillions in Green Infrastructure Spending Means for Solar Stocks (GSFI, ARRY, FSLR, SEDG)

The “good news” for solar investors looking to put cash to work is that solar stocks have underperformed the major averages so far this year. That’s good news because the fundamental picture for the group may be better than ever after profit-taking activity and supply chain obstacles have keep multiples contained right into the teeth […]

Pot Stocks to Watch as the Fall Season Approaches (SGMD, ACB, CGC, SNDL, GRWG, TLRY, IIPR, CRON)

Cannabis stocks historically make their biggest run during the second half of the year. That suggests market participants may want to keep an eye on the group as we approach the fall trading season and new money gets ready to flow. Global spending on legal cannabis worldwide will hit $57 billion in a decade, according […]

Delta Scare Offers Fresh Look at Small-Cap Energy Stars (VKIN, SBOW, MTDR, CEI, FANG, SM, HP)

The recent pullback in oil and gas prices appears to be related to fears that the Delta variant of Covid-19 will result in further lockdowns and travel restrictions that could pose catastrophic risks for energy players, as they did in April of last year. We see this dynamic often in markets – investors are susceptible […]

EV Battery Market to Grow by $38 Billion Over Next 4 Years…Key Players Include ALB, KULR, RMO, QS, SQM, TSLA

Within the EV space, the companies that position themselves as integral to the supply chain for producing and catering to electric vehicles represent a powerful secular growth theme. One of the most important subgroups in that equation is companies involved in producing and improving batteries. According to recent research from Technavio, “The advances in EV […]

Why B2Digital (BTDG) Might be Insanely Undervalued and Overlooked

Today, we want to point out why shares of B2Digital Inc (OTC US:BTDG) may be as undervalued as any stock in the market. The big idea here is about a model that appears to be proving itself, and appears to be scalable into a large total addressable market. The model has two major arms: the […]

Capitalizing on the Long-Term EV Investment Opportunity (KULR, TSLA, TM, ALB, BLNK, PLUG, NIO)

The broad opportunity in the electric vehicle space represents one of the few investment themes almost guaranteed to drive enormous investment returns over the next two decades. For younger investors able to ride out cyclical volatility in high-beta investments, exposure to this space is a must. But the devil is in the details.  In other […]

Nextdoor SPAC Deal Set to Infuse Juice into Social Media Stocks (FB, TWTR, CMGR, SNAP, PINS, SOCL)

Traders and investors should expect the social media space to regain the spotlight following yesterday’s news that growth juggernaut Nextdoor – the hyperlocal neighborhood social network – is getting set to go public. The deal is expected to be worth $4-5 billion and will happen via SPAC (sponsored by Khosla Ventures). According to Axios, when […]

Top Ideas for the Emerging Energy Paradigm (GSFI, CSIQ, RUN, JKS, FCEL, PLUG)

Last week’s OPEC meeting turned out to be quite a bit bumpier than expected as members argued over a number of points, with the decision being delayed by days. Looking ahead, OPEC’s job is going to continue to get more and more difficult because the 20th century energy model is headed for the scrapheap. Pulling […]