The Mosaic Company (MOS) Entry: UnlockPrice target: 33.00-34.00Second PT: Unlock The farmers of America are eager to welcome President Trump back to office, citing his deregulatory policies and longstanding support for local growth. While Trump's stringent tariff policies were seen as a challenge for the agricultural sector during his previous term, his administration implemented measures aimed at ensuring the stability and growth of rural America. Although concerns remain about the potential impact of mass deportations and tariff policies on farming, Trump has consistently emphasized his commitment to supporting farmers and simplifying the challenges they face. Some of those beneficiaries are expected to be fertilizer companies such as Mosaic Co. This is a company that has been around for two decades,...
AliBaba (BABA)Entry: UnlockPrice target: 94.00-95.00 Second PT: UnlockAlthough primarily known as an online retailer, Alibaba’s reach extends far beyond connecting buyers with suppliers. The Chinese-based multinational technology company operates in other sectors such as online payment systems, cloud computing, logistics, and digital media and entertainment. While all these industries are attractive reasons to consider buying Alibaba’s stock, its involvement in cloud computing, particularly data storage, is what earns it a spot on our watchlist. Although their cloud computing segment generates only $4 billion annually, accounting for 11% of total revenue, it represents their biggest growth opportunity. The global cloud storage market was valued at $132 billion in 2024 and is projected to grow to a staggering $639 billion by 2032,...
Myriad Genetics (MYGN)Entry: Unlock Price target: 16.50-17.00 Second PT: Unlock Myriad Genetics is a diagnostic company specializing in hereditary cancer, prenatal care, oncology, and mental health genetic testing. Their insights help detect, treat, and even prevent diseases, placing them at the intersection of healthcare innovation and personalized medicine. In today’s world, where adults are having children later in life and where dual-income households are increasingly the norm, the demand for fertility treatments and prenatal care has grown substantially. The global fertility treatment market is projected to expand at a compound annual growth rate (CAGR) of 7-8% over the next decade, creating significant opportunities for companies operating in this space. Despite being a smaller player with relatively modest revenues, MYGN’s...
QuantumScape (QS) Entry: UnlockPrice target: 7.20-7.30 Second PT: Unlock Solid-state batteries are an advanced type of battery technology that use a solid electrolyte instead of the liquid or gel found in traditional lithium-ion batteries. They offer higher energy density, improved safety, longer lifespans, faster charging, and a more compact design, making them ideal for applications such as electric vehicles, consumer electronics, and renewable energy storage. While they promise significant advantages, challenges such as high production costs, scalability, and certain durability issues remain. Solid-state batteries are regarded as a critical innovation for the future of energy storage and electrification. Many companies are pursuing the development of solid-state batteries, with QuantumScape reportedly being the closest to commercialization, alongside Nio, which claims...
Palladyne AI Corp. (PDYN) Entry: Unlock Price target: 16.00-18.00 Second PT: Unlock The global robotics industry is currently valued at approximately $94 billion and is expected to grow at an annual rate of 16.1% over the next five years, reaching a market cap of $165.2 billion. This growth presents opportunities for many businesses within the industry to expand alongside it. Palladyne AI Corp. is one such business, specializing in the design, development, and manufacture of industrial robotic systems that enhance human performance by integrating human intelligence, instinct, and judgment with the strength, endurance, and precision of machines. This approach aims to improve employee safety and productivity. The stock earned a spot on our watchlist this week due to a...