Sean Sharpe
Catalyst Swing Trader, Author of Stocks in Play Newsletter
Elemental Royalty has a genuine pivot catalyst in a $450M US Department of War commitment tied to a tungsten supply award. It also has a strong recent IPO chart, a low float and high short interest, giving it the criteria of a potential winner. A negative market could still drag it down. x.com x.comÂ
Low-float stocks with fresh news that have not spiked yet, such as JFB, ELMT, OPTX, BLIN and QXL, are sleeper picks. x.comÂ
Elmet's strategic equity stake in EQ Resources further secures a pathway for tungsten to reach Elmet for processing at stable prices, a positive for Elmet. @mc_khristina expects a muted reaction for Elmet since the stake comes from exercising a deep in-the-money option and the two stay separate stocks. x.com x.comÂ
USA Rare Earth is attractive again now that it trades below the government's $17.17 entry price. More shares are wanted, but with patience for now. x.com x.comÂ
Velo3D's $500M shelf for ATM and warrant dilution is predatory relative to its $311M market cap, creating a material overhang for the stock. The company says the money will fund scaling 400 production systems over the next decade plus M&A, and its recent contracts, $32.6M from the Department of War, $11.5M from defense primes and $9.8M from the DLA, are largely positive. Velo3D can be strategically sound but financially much less so. x.comÂ
Everspin's execution does not match its monopoly: revenue growth has been inconsistent and margins all over the place, so results look worse than its positioning warrants. It is the world's only at-scale maker of Toggle MRAM, radiation-immune memory the US military uses in missiles, submarines and aerospace. Its new $40M Department of War contract requires it to hand over its process technology if it ever stops making MRAM, and a Microchip partnership adds domestic production in Oregon. x.comÂ
