JHVEPhoto/iStock Editorial via Getty Images About two months after the publication of my previous coverage , QuantumScape Corporation ( QS ) remained weak. The strong selling pressures pushed the price down further to its current level and led to negative returns of -17%. I can’t blame the market since QS is still in its development or pre-revenue phase, so it is still subject to negative speculat...
JHVEPhoto/iStock Editorial via Getty Images About two months after the publication of my previous coverage , QuantumScape Corporation ( QS ) remained weak. The strong selling pressures pushed the price down further to its current level and led to negative returns of -17%. I can’t blame the market since QS is still in its development or pre-revenue phase, so it is still subject to negative speculations and skepticisms. The volatile market environment is another potential risk. Even so, this has opened new buying opportunities to enter and/or increase our positions in this stock. Technicals are still weak right now, but recent overselling may prompt new buying volume. Insider Selling Affected Market Sentiments In the past two months, we have seen continuous insider selling , which could have flagged alarms among investors. I can’t blame them if negative perceptions strongly prevailed. After all, the insiders are the ones to determine what is really happening inside a company. They can be an indicator of how investors will react to the stock. For instance, Timothy Holme, co-founder and CTO of QuantumScape Corporation, has already sold nearly 400,000 shares since February. However, I believe that this alarmed investors more than it actually was, especially if you analyze why it happened. First, Timothy Holme’s insider selling was pre-planned and not discretionary. It was set and executed under the Rule 10b5-1 plan on June 5, 2025 . Actually, this was not the first time it happened. Holme also did this in September 2025 after selling over 240,000 shares, which were pre-scheduled in June 2025. This can tell us that the CTO moved mostly based on the scheduled selling instead of timing it based on new financial and market data. In short, this was automated and not necessarily a bearish signal (although this really seemed to have resulted in a bearish reversal). Insider Selling (Seeking Alpha ) This was also due to the compensation structure of QS. Note that it pays its exec...
TOPSHOT - A policeman stands guard in front of a digital screen displaying news of USIran peace talks along a road in Islamabad on April 10, 2026. (Photo by Farooq NAEEM / AFP via Getty Images) Farooq Naeem | Afp | Getty Images Pakistan confirmed the arrival of a delegation of Iranian negotiators ahead of talks on Saturday with the U.S. to end the six-week-old war Washington and Tel Aviv have led ...
TOPSHOT - A policeman stands guard in front of a digital screen displaying news of USIran peace talks along a road in Islamabad on April 10, 2026. (Photo by Farooq NAEEM / AFP via Getty Images) Farooq Naeem | Afp | Getty Images Pakistan confirmed the arrival of a delegation of Iranian negotiators ahead of talks on Saturday with the U.S. to end the six-week-old war Washington and Tel Aviv have led against Tehran. The negotiations will seek to cement a two-week ceasefire that began Tuesday but which has come under strain as Iran continues to block most shipping traffic through the Strait of Hormuz, the world's most critical chokepoint for oil and gas supplies. Pakistan's foreign ministry said the Iranian delegation led by parliamentary speaker Mohammad Bagher Ghalibaf and Foreign Minister Abbas Araghchi arrived in the capital Islamabad late Friday. Pakistan's Deputy Prime Minister and Foreign Minister Mohammad Ishaq Dar "expressed the hope that parties would engage constructively, and reiterated Pakistan's desire to continue facilitating the parties towards reaching [a] lasting and durable solution to the conflict," Pakistan's foreign ministry said in a post on X. But question marks hang over the ceasefire and the outcome of the talks. Ghalibaf warned Friday that scheduled negotiations to end the war with the United States cannot begin unless Israel halts attacks on Lebanon and unless the U.S. releases Tehran's frozen assets. Ghalibaf issued that ultimatum after an American delegation led by Vice President JD Vance left for Islamabad for the talks. "Two of the measures mutually agreed upon between the parties have yet to be implemented: a ceasefire in Lebanon and the release of Iran's blocked assets prior to the commencement of negotiations," Ghalibaf said in an X post. "These two matters must be fulfilled before negotiations begin," he wrote. Earlier Friday, Vance told reporters he thinks the negotiations will be " positive ," while warning Iran not to "play us." Van...
The Japanese government has increased its support for the 'Japan-version Taiwan Semiconductor' with cumulative investments reaching 16 billion US dollars to assist Rapidus in advancing into AI chips. 富途牛牛
The Japanese government has increased its support for the 'Japan-version Taiwan Semiconductor' with cumulative investments reaching 16 billion US dollars to assist Rapidus in advancing into AI chips. 富途牛牛
The Japanese government has increased its support for the 'Japan-based Taiwan Semiconductor' by injecting a cumulative $16 billion to assist Rapidus in advancing into AI chips. Moomoo
The Japanese government has increased its support for the 'Japan-based Taiwan Semiconductor' by injecting a cumulative $16 billion to assist Rapidus in advancing into AI chips. Moomoo
peshkov/iStock via Getty Images Patience and discipline. This is the mantra we have been encouraging our clients to embrace from day one. The past several weeks have constituted one of those times when following that mantra is exceptionally important. It is also exceptionally hard because it requires control over our very powerful lizard brain impulses of fear and greed. An Anthology of Disruption...
peshkov/iStock via Getty Images Patience and discipline. This is the mantra we have been encouraging our clients to embrace from day one. The past several weeks have constituted one of those times when following that mantra is exceptionally important. It is also exceptionally hard because it requires control over our very powerful lizard brain impulses of fear and greed. An Anthology of Disruption Because it is hard to practice the art of patience and discipline when markets go pear-shaped, we pay very close attention to the facts around disruptive events. Specifically, we have documented every drawdown in the S&P 500 of five percent or more going all the way back to January of 1929. That’s 96 years’ worth of data. We are interested, not only in the magnitude of the drawdown, but what happens afterwards. One of the most common features of the post-trough recovery period is one or more days of very large gains shortly after the low point. This past week serves as a useful example of this tendency, which we show in the chart below. The S&P 500 reached its last record high on January 27. From there it declined by 9.1 percent to reach a low – thus far – on March 30. As you can see in the chart, much of the market’s recovery – a total of 7.6 percent from the March 30 low to the April 9 close – happened on two big up days: a gain of 2.9 percent on March 31 and one of 2.5 percent on April 8. Anyone who got out of the market sometime between January 27 and March 30 (probably closer to the latter, given how much of the drawdown has been driven by concerns over the war in the Middle East) and is still out has missed out on those up days. In the long run they matter – a lot. Lessons from Liberation Day Here is another specific example of why these up days matter so much. A year ago we experienced that stomach-churning event known as “Liberation Day,” when that preposterous chart showing how much the penguins on McDonald Island were going to have to pay the US government sent t...
NVIDIA and Rocket Lab are advancing orbital infrastructure to support the massive growth of artificial intelligence and high-performance computing systems.
NVIDIA and Rocket Lab are advancing orbital infrastructure to support the massive growth of artificial intelligence and high-performance computing systems.
Tehran insists a Lebanon truce and unfreezing of its assets must be granted before negotiations can start JD Vance warns Iran against trying to ‘play’ the US in peace talks Netanyahu says there is no ceasefire in Lebanon as Israel launches fresh strikes The UK will host a strait of Hormuz meeting next week , bringing together multiple countries aiming to restore free movement of ships through the ...
Tehran insists a Lebanon truce and unfreezing of its assets must be granted before negotiations can start JD Vance warns Iran against trying to ‘play’ the US in peace talks Netanyahu says there is no ceasefire in Lebanon as Israel launches fresh strikes The UK will host a strait of Hormuz meeting next week , bringing together multiple countries aiming to restore free movement of ships through the strait, which has been blockaded by Iran since the beginning of the war and inflicted heavy damage on the global economy. A British official told AP that the meeting will oppose the idea of tolls being charged for passage through the waterway, as proposed by Iran as part of ceasefire negotiations. Continue reading...
As CEO of a global bank, Jamie Dimon is keen to pay attention to broad global economic drivers and geopolitical risks. He outlines his ideas for investors in his letter to shareholders every year, which contains valuable insights into asset pricing and investor risks. It can be a great read even if you don't own JPMorgan Chase stock. In this year's letter, Dimon echoed a warning shared by investin...
As CEO of a global bank, Jamie Dimon is keen to pay attention to broad global economic drivers and geopolitical risks. He outlines his ideas for investors in his letter to shareholders every year, which contains valuable insights into asset pricing and investor risks. It can be a great read even if you don't own JPMorgan Chase stock. In this year's letter, Dimon echoed a warning shared by investing legend Warren Buffett about 26 years ago. There's no doubt that today's market shares some similarities with the dot-com-fueled stock market we saw at the turn of the century. For example, the S&P 500 (SNPINDEX: ^GSPC) trades at an elevated valuation. In many ways, however, it's worlds different. Still, the warning applies just as much today as it did back then, and it could have a tremendous impact on the entire stock market. Image source: Getty Images. Continue reading
The average one-year price target for TransMedics Group (BIT:1TMDX) has been revised to €141.32 / share. This is an increase of 14.04% from the prior estimate of €123.92 dated February 23, 2026. The price target is an average of many targets provided by analys
The average one-year price target for TransMedics Group (BIT:1TMDX) has been revised to €141.32 / share. This is an increase of 14.04% from the prior estimate of €123.92 dated February 23, 2026. The price target is an average of many targets provided by analys