RJ Hamster
Silver’s squeeze is tightening – opportunity forming
| UnsubscribeA message from our friends at i2i Marketing Group, LLCDear Investor,Silver demand has surged across AI, EVs, solar power, and electronics. Meanwhile, supply grew less than 1% this year – extending the market’s deficit to a 4th consecutive year. Inventories are thinning, and institutional interest is rising.In tightening markets like this, early-stage exploration names often move before the broader sector. One company with major-backed assets and three 100%-owned projects is beginning to show early momentum.As the squeeze builds, positioning may matter more than timing the headlines.See who’s positioned early Bonus Content from MarketBeat Media5 Hot Small Caps Setting Up for Big Gains: Buy, Sell, or Hold?By Thomas Hughes. Published: 1/15/2026. Quick LookSmall caps are on track to lead in 2025. This is a look at five of the hottest trades by average daily volume.Tailwinds are expected to boost activity and accelerate it by year’s end.Gains for some stocks may run in the high-double-digit range by mid-year.The S&P 500 and Russell 2000 set new highs in early 2026, signaling not just a rally but a broadly bullish outlook for the year. Small caps should benefit from a convergence of factors — fiscal and monetary policy tailwinds, deregulation, and resilient labor markets — all pointing to accelerating activity by year’s end.Here are five of the hottest small-cap trades in the Russell 2000 (based on average daily volume), what’s driving the activity, and where their stock prices may head this year.Opendoor Technologies Opens Door to Higher Stock PricesDid the government just make a $500 trillion mistake? (Ad)A little-known government task force just wrapped up a 20-year project, and its findings could unlock access to a massive U.S. national asset. Under existing law, everyday Americans may now have a legal path to participate in what some are calling a once-in-a-generation opportunity. Details are still flying under the radar, but that may not last.See the full briefing and how it worksLong ignored, Opendoor Technologies (NASDAQ: OPEN) confirmed a bottom and began rebounding in mid-2025. The company operates an online iBuyer platform that offers instant cash for qualifying homes. Catalysts for the rebound include management changes, a renewed focus on AI, expansion efforts, and an improving economic backdrop.Analyst sentiment remains generally bearish, but some analysts are starting to outline a path to profitability. Although still pre-profit, Opendoor could potentially generate consistent profits before the end of the decade. The consensus price target is roughly $2.50 — about 65% below mid-January levels.Despite cautious analyst ratings, institutional investors have been buying OPEN. Institutions own approximately 63% of the shares and accumulated positions in late 2025 and again in the first week of 2026, supporting the bullish technical setup and suggesting further upside this year.NuScale: Bright Outlook, Big HurdlesNuScale Power Corporation (NYSE: SMR) has a promising role in advancing nuclear power generation in the U.S. Its technology and route to commercialization put it close behind Oklo (NYSE: OKLO). Still, important hurdles remain: the timeline to commercialization, funding requirements, and potential shareholder dilution.Analysts trimmed expectations and reduced the consensus rating to Hold in late 2025, even as the analyst consensus still implies roughly 75% upside. At the same time, short interest — while still elevated at about 12% at year-end — has fallen in recent reports, suggesting short-covering is occurring and the charts point to a possible rebound.Archer Aviation Tracks Toward Type CertificationArcher Aviation (NYSE: ACHR) is a leader in eVTOL aircraft; its flagship model is in production and expected to ramp this year. Key catalysts include starting operations in the United Arab Emirates, revenue growth, a partnership with NVIDIA (NASDAQ: NVDA), and advancing toward U.S. type certification — which is required for commercialization and is not expected before 2028. By contrast, competitor Joby Aviation (NYSE: JOBY) may achieve certification as early as 2026, putting it well ahead.Analysts are optimistic, awarding Archer a consensus Moderate Buy rating with average upside near 40%. Still, sentiment has cooled: the number of active ratings fell late in 2025 and price targets have been trimmed. Short interest remains high at about 15% and was steady as of late December.Applied Digital, The Right Move at the Right TimeApplied Digital (NASDAQ: APLD) is a leader in Bitcoin infrastructure and has pivoted miners toward high-demand AI workloads. Its January 2026 earnings report was a blowout, confirming faster-than-expected growth in the GPU-as-a-Service market. Management also issued robust guidance and announced new contracts with hyperscalers, putting the company on track to sell out capacity in its second AI facility before it is completed.APLD already trades above the previous consensus price target, but analysts have been revising targets higher. Fourteen of the 15 tracked analysts rate the stock a Buy, and several high-end targets imply it could climb another ~50% from mid-January highs.Rocket Lab Corporation Rockets Higher: Higher Prices Still to Come?Rocket Lab Corporation (NASDAQ: RKLB) is in rally mode, supported by government contracts, an accelerating launch cadence, the expected commercialization of its Neutron launcher, and renewed investor interest in space stocks. Government moves to privatize aspects of space exploration reached critical mass in 2025, and activity is expected to accelerate in 2026.Analysts are bullish and have been lifting price targets, but RKLB is trading near the high end of those targets. That increases the risk of a corrective pullback — potentially 30%–50% — before a durable bottom and subsequent rebound. Even so, a pullback could be constructive, resetting expectations and offering a better entry point if Rocket Lab’s long-term catalysts remain intact. 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