Nvidia, the current champion, is basking in the limelight, fueled by the insatiable demand from tech titans like Microsoft and Alphabet. Yet, whispers of change are in the air. These same giants are quietly crafting their own AI chips, hinting at a potential power shift in the not-so-distant future.

Could Nvidia’s reign be shorter than anticipated? Will the tech landscape transform before our very eyes? We’ll examine these questions and more as we dive into the intricacies of this evolving market.

But that’s not all we have in store. In our “This Week I Learned” segment, we’ll uncover valuable lessons from the week’s financial headlines, arming you with knowledge to navigate the investment world with confidence. And because we believe learning should be enjoyable, we’ve sprinkled in a few delightful surprises along the way.

So, settle in, sharpen your minds, and get ready to explore the exciting world of finance with us. Let’s unravel the mysteries and uncover the opportunities that lie ahead.

This Week I Learned…

The Chip on Tech Giants’ Shoulders

Nvidia may be the belle of the ball in the AI chip world right now, but did you know that the tech giants who are fueling its rise are secretly plotting its potential downfall?

This week, we learned that companies like Microsoft, Alphabet (Google’s parent), and Amazon aren’t content with merely buying Nvidia’s pricey chips. They’re investing heavily in research and development to create their own AI processors.

Why? It’s not just about the cost, although at $40,000 a pop for Nvidia’s top-tier chips, that’s certainly a factor. It’s also about control and self-reliance. By developing their own chips, these tech giants can tailor them precisely to their needs and reduce their dependence on a single supplier.

This has major implications for the future of the AI chip market. If these in-house chips prove successful, it could significantly disrupt Nvidia’s dominance and lead to a more competitive landscape. Imagine a world where AI chips become as ubiquitous and affordable as the smartphones in our pockets.

So, what’s the lesson here? In the fast-paced world of technology, today’s leader can quickly become tomorrow’s underdog. It’s a reminder that even the most powerful companies need to constantly innovate and adapt to stay ahead of the curve.

The takeaway? Keep a close eye on the AI chip space. It’s a dynamic and rapidly evolving field with the potential to reshape the tech industry as we know it.

The Fun Corner

Chipwrecked!

Why did the tech giants decide to build their own AI chips?

Because they were tired of paying Nvidia’s “yacht”-sized prices!

It seems the allure of those $40,000 price tags finally wore off. Who knew that building your own supercomputer brain could be a more cost-effective option?

Maybe Nvidia should consider offering a “buy one, get one free” deal on their next-gen chips. Just a thought!

Nvidia’s AI Throne: A Precarious Perch

Nvidia’s current success story is undeniable, driven by the insatiable appetite for AI chips from tech titans like Microsoft, Alphabet, and Amazon. However, this narrative might soon take an unexpected turn.

These same companies, while currently bolstering Nvidia’s profits, are quietly investing in developing their own AI chips. This isn’t merely about cutting costs; it’s a strategic move to control their technological destiny and avoid over-reliance on a single supplier.

Remember the car market during the pandemic? Shortages and soaring prices eventually spurred increased production, leading to an oversupply and price correction. The chip market could follow a similar trajectory.

Nvidia’s “reasonable” P/E ratio, often cited as a justification for its valuation, may be a deceptive metric. It’s based on earnings that could significantly shrink as competition intensifies and chip prices fall.

Consider this: Nvidia currently sells some AI chips for $40,000 each. These are capital expenditures for companies like Alphabet, meaning only a fraction of that cost appears on their income statement. Yet, the full amount contributes to Nvidia’s revenue, creating a misleading picture of its financial health.

In the not-too-distant future, the AI chip market could become crowded with competitors, driving down prices and squeezing Nvidia’s margins. The very forces that propelled Nvidia to its current heights could ultimately lead to its downfall.

The lesson? In the world of technology, today’s leader can quickly become tomorrow’s laggard. It’s a constant race for innovation and adaptation, where complacency can be costly. As investors, it’s crucial to look beyond the current hype and consider the long-term implications of market trends.

The Last Say

Silicon Valley’s Chip on Its Shoulder

The AI chip arena is a microcosm of the wider tech landscape: a relentless pursuit of innovation, a hunger for control, and the ever-present threat of disruption.

Nvidia’s current success is undeniable, but its future is uncertain. While its chips currently power the AI dreams of tech giants, these same giants are investing in their own chipmaking capabilities.

This could be a classic case of “disrupt or be disrupted.” The tech giants, seeking self-reliance and cost efficiency, may ultimately dethrone the current king of AI chips.

Investors, take note. The market is not a static entity; it’s a dynamic ecosystem where power balances shift and fortunes can change rapidly. As we’ve seen with Nvidia, today’s leader can quickly become tomorrow’s contender.

The key takeaway? Stay informed, stay adaptable, and never underestimate the power of innovation to reshape the financial landscape.

The post Tech Titans’ Gambit: In-House Chips to Challenge Nvidia appeared first on Global Investment Daily.

We’re talking data centers, construction firms, and even utility companies – those steady, reliable players that often get overlooked. As artificial intelligence continues its meteoric rise, these behind-the-scenes giants are quietly raking in the profits.

In this edition of The Market Pulse, we’re going to expose the overlooked opportunities in this burgeoning sector. We’ll uncover the surprising data behind their success, and explore why these so-called “boring” companies might be the smartest investments you make this year.

And that’s not all! In our “This Week I Learned” section, we’ll share valuable insights to help you become a smarter investor. Plus, we’ve got some fascinating market trivia to keep you entertained along the way.

So, prepare to have your expectations challenged and your investment horizons expanded. This week, we’re proving that sometimes, the most exciting opportunities are found in the most unexpected places.

This Week I Learned… 

The Power Behind the AI Throne: It’s Not Just About Algorithms and Microchips

This week, we’ve pulled back the curtain on the artificial intelligence boom, revealing that the real winners might not be the ones you’d expect. While AI algorithms and powerful chips are grabbing headlines, the real heroes are the companies providing the infrastructure that makes it all possible.

Here’s what we’ve learned:

1. Data Centers: The Unsung Heroes: These unassuming buildings are the backbone of the AI revolution, housing the massive computing power and storage capacity needed for complex machine learning.
2. Energy Demands: AI is an energy hog, driving up demand for electricity and creating opportunities for utility companies and power equipment suppliers.
3. The Rise of the “Boring” Companies: Don’t underestimate the potential of companies like data center REITs and power equipment manufacturers. They might not be as exciting as the latest AI-powered gadgets, but their steady growth and essential role in the AI ecosystem make them attractive investments.
4. The Software Lag: While hardware-related companies are thriving, software firms are struggling to keep up in the AI race. This shift highlights the importance of tangible infrastructure in supporting this technology.
5. Long-Term Growth: The AI boom is just beginning. Analysts predict continued growth in the data center and utility sectors for years to come, presenting a long-term investment opportunity.

The Fun Corner

When ChatGPT Tries Its Hand at Stock Picking…

In the age of artificial intelligence, even Wall Street is getting a taste of the robotic revolution. But can AI really outsmart the market? We put ChatGPT to the test, asking it for stock picks based on current trends. The results? Let’s just say they were…interesting.

Among its top recommendations were companies specializing in renewable energy, sustainable agriculture, and even space tourism. While these choices might seem a bit out there (pun intended), they actually reflect some of the most promising long-term growth areas in the market.

So, while we wouldn’t recommend blindly following an AI’s investment advice (yet), it’s certainly entertaining to see how its algorithms interpret market trends. Who knows, maybe one day we’ll all be relying on robo-advisors for our financial futures. But until then, let’s just enjoy the comedic relief ChatGPT provides – because even in the world of high finance, a good laugh is always a valuable asset.

AI’s Infrastructure Play: The Unsexy Companies Powering a Technological Revolution

The artificial intelligence (AI) boom isn’t just about algorithms and futuristic gadgets. It’s also about the unassuming infrastructure that makes AI possible – and the companies building and maintaining that infrastructure are the real winners in this rapidly evolving landscape.

While attention often focuses on the high-profile tech companies developing AI applications, it’s the data centers, construction firms, and utility companies that provide the essential foundation for this technological revolution. These companies might not grab headlines, but they’re quietly reaping the rewards of AI’s insatiable demand for computing power and energy.

Data Centers: The Engine Rooms of AI

Data centers are the backbone of AI, housing the servers and storage systems that process and store the massive amounts of data required for machine learning and complex algorithms. As AI continues to advance, the need for more powerful and efficient data centers is only going to increase.

This demand surge is already evident in the financial markets. Digital Realty Trust, the sole data center real estate investment trust (REIT) listed on the NYSE, has seen its stock jump 38% in the last year, far exceeding the returns of other REITs.

Powering the AI Revolution

AI’s computational intensity translates to a massive need for electricity. This is creating a bonanza for utility companies and power equipment suppliers, who are seeing their stocks soar as AI-related demand drives growth in the energy sector.

Companies like Super Micro Computer, with its innovative liquid cooling technology for AI hardware, and Vertiv, a leading provider of power and cooling equipment for data centers, have experienced exceptional stock performance in recent months.

A Paradigm Shift in Tech Investing

Traditionally, software companies have been the darlings of the tech sector, lauded for their high profit margins and asset-light business models. However, the AI boom is shifting the balance of power, as hardware-related companies outperform their software counterparts.

This shift highlights the importance of tangible infrastructure in supporting AI’s growth. As AI continues to evolve and permeate various industries, the demand for data centers, power equipment, and the underlying infrastructure will only intensify.

The Bottom Line

While the flashy AI applications might capture our imagination, it’s the “boring” companies behind the scenes that are driving the true value creation in this space. The AI revolution is a long-term trend, and investors who recognize the importance of infrastructure and energy are poised to reap significant rewards in the years to come.

The Last Say

Beyond the Buzzwords, a New Investment Opportunity Emerges

This week, we’ve ventured beyond the hype surrounding artificial intelligence to reveal the hidden opportunities that lie in its wake. We’ve discovered that the real winners of the AI revolution might not be the most glamorous companies, but rather the unsung heroes providing the infrastructure and energy that make AI possible.

From data centers to utility companies, these unassuming players are proving that sometimes, the most valuable assets aren’t the flashiest. They’re the ones that provide stability, reliability, and the power to fuel innovation.

As we move forward, keep in mind that investment opportunities are often found in unexpected places. By looking beyond the hype and digging deeper into the underlying forces driving technological change, you can uncover hidden gems that could significantly impact your portfolio.

So, as you assess your investment strategies, consider the power behind the AI throne. The future of technology might be bright, but it’s the companies supporting it from the ground up that are truly illuminating the path to success.

The post Boring but Booming: AI’s Unlikely Winners appeared first on Global Investment Daily.

In this special edition of The Market Pulse, we’ll take a deep dive into the latest GameStop frenzy, examining the factors that fueled the surge, the consequences for investors, and the valuable lessons learned (or perhaps re-learned) along the way.

We’ll also be sharing insights on how to make smarter investment decisions, offering some lighthearted trivia to brighten your day, and more. So grab a cup of coffee and settle in for a rollercoaster ride through the world of meme stocks, market madness, and the important reminder that investing isn’t a game.

This Week I Learned…

Meme Stocks: More Drama Than Investment Strategy

Last week, we witnessed the sequel to the GameStop saga, and it wasn’t a box-office hit for investors. What did we learn?

Lesson 1: Meme stocks are like a rollercoaster – thrilling, but not for the faint of heart.

Sure, the quick gains are tempting, but the equally swift crashes can leave you with a serious case of financial whiplash. Remember, investing isn’t a get-rich-quick scheme; it’s a marathon, not a sprint.

Lesson 2: Even companies can play the game.

GameStop saw the meme stock frenzy as an opportunity to raise capital, even as its core business flounders. This should serve as a warning to investors – don’t assume a company’s actions always align with your best interests.

Lesson 3: The “dumb money” isn’t always dumb.

While the term might be catchy, it’s overly simplistic. Many investors caught up in the GameStop frenzy are simply looking for a way to participate in the market, even if their strategies are unconventional. Don’t underestimate the power of collective action, even if it seems irrational at times.

Lesson 4: Fundamentals still matter.

No matter how much hype surrounds a stock, its underlying business performance is what ultimately determines its value. Don’t get blinded by the buzz – always do your research and understand what you’re investing in.

Last week’s GameStop episode is a cautionary tale about the dangers of herd mentality and the importance of staying grounded in sound investment principles. It’s a reminder that while the market can be exciting, it’s also unforgiving. So, next time you’re tempted to jump on the meme stock bandwagon, remember these lessons and proceed with caution.

The Fun Corner

The Meme Stock Diet: Lose Billions in Just Three Days!

Tired of those extra billions weighing you down? Look no further than the GameStop meme stock diet!

This revolutionary program promises rapid weight loss in your portfolio, with absolutely no exercise or financial discipline required. Simply follow these easy steps:

1. Ignore fundamentals: Who needs boring stuff like revenue and profit when you have rocket emojis?
2. Embrace FOMO: Fear of missing out is your new best friend. Buy high, sell low – it’s the latest trend!
3. Trust the hype: Forget about research and analysis. Just listen to that random guy on the internet who calls himself “Roaring Kitty.”

Results may vary, but based on recent events, you can expect to shed billions in just a few days! Side effects may include regret, frustration, and the urge to throw your phone out the window.

Disclaimer: This diet is not approved by financial advisors or anyone with common sense. Consult a professional before making any investment decisions. And remember, always wear a helmet when riding the meme stock rollercoaster – it’s a wild ride!

GameStop’s Second Act: A $13.1 Billion Lesson in Meme Stock Madness

It appears the sequel to the GameStop saga is just as dramatic as the original, but with a far less happy ending for many investors.

In a matter of days, the video game retailer’s stock skyrocketed a dizzying 271% thanks to a vague social media post from influencer “Roaring Kitty.” But just as quickly as it soared, it plummeted, leaving investors who bought in late with a collective $13.1 billion loss.

This financial rollercoaster highlights the perils of blindly following the meme stock crowd. As market analyst Tobi Opeyemi Amure aptly noted, the recent events are “reminiscent of the 2021 frenzy,” serving as a stark reminder of the risks inherent in chasing hype over fundamentals.

Even GameStop seems to be aware of the precarious situation. The company is seizing the opportunity to sell additional shares, potentially raising $900 million. While this move might benefit the company in the short term, it does little to address the underlying issues plaguing its core business.

As industry analyst Michael Pachter of Wedbush points out, GameStop’s long-term prospects are far from rosy. With a 12-month price target of just $7 per share, he predicts further declines for the struggling retailer.

This GameStop episode underscores the importance of making informed investment decisions. While the allure of quick gains can be tempting, it’s crucial to remember that the market is not a casino. Don’t let fear of missing out drive your investment strategy. Do your research, understand the risks, and always prioritize long-term financial goals over short-term speculation.

In a world of meme stocks and market manias, staying grounded in reality is the key to success.

The Last Say

Meme Mania: A Spectacle, Not a Strategy

This week’s GameStop saga serves as a stark reminder that the market is not a game. While the draw of meme stocks and quick riches can be enticing, it’s crucial to remember that investing is a long-term game, not a short-term gamble.

The “dumb money” might have lost billions, but the lessons learned are invaluable. Fundamentals matter, hype fades, and the market is unforgiving to those who prioritize speculation over sound investment principles.

So, as the dust settles on this latest meme stock frenzy, let’s commit to making informed decisions, prioritizing long-term financial goals, and remembering that the most successful investors are those who stay grounded in reality, even when the market seems to defy logic.

Until next time, keep your wits about you, and may your investments be wise and prosperous.

The post The Market Pulse: Don’t Be a Meme Stock Meme – Investing Lessons from the GameStop Frenzy appeared first on Global Investment Daily.

But while Big Pharma is turning over billions in addiction-forming opioids and anti-depression narcotics, biotech is stepping into the gaping hole in healthcare and it’s attracting trillions of dollars in investment from financing legends. 

This is the great awakening, and it’s creating a multi-trillion dollar industry at record speed. 

That record speed and multi-trillion-dollar price tag is the result of global desperation to get out in front of a growing epidemic of depression. 

This is the massive reawakening, and it’s all about fixing the brain rather than pumping patients full of expensive anti-depression medications that don’t work and have negative side effects. 

The U.S. Federal Drug Administration (FDA) has now designated psilocybin, a classical compound found in “magic mushrooms”, as a “breakthrough therapy” for the treatment of major depressive disorder three times, most recently on March 13. 

And the world’s largest clinical trial ever into the use of psilocybin for treating depression at London hospital in what scientists are hailing as a “milestone” in mental health research. 

This compound could help reset the brain for the treatment of people with depression, anxiety, PTSD, and many other disabling diseases. It could even help tackle the addiction created by Big Pharma as it cashed in on the opioid bonanza. 

The best way to destigmatize something is to talk about it. We’re already far beyond that with psilocybin. Billions in investment, large-scale clinical trials, and what has now become a game of patents make this a high-stakes development.  

Multi-billion-dollar IP is up for grabs, and Big Pharma is doing much more than circling around the startups. 

Johnson and Johnson (NYSE: JNJ) has gone all in on its fastest growing drug for depression, SPRAVATO, whichisthe only FDA-approved psychedelic medicine on the market. In its Q4 2023 earnings released in January, JNJ reported a 74.1% increase in sales of SPRAVATO worldwide and views the drug as its next billion-plus product. 

And some of the core team members behind the development of the SPRAVATO intellectual property have now joined a small, but emerging NYSE American-listed company, CYBIN (NYSE:CYBN) (NEO:CYBN) — the most recent to enter breakthrough territory.

CYBIN has now been granted “Breakthrough Therapy Designation”, and is the first adjunctive psychedelic-based therapy for Major Depressive Disorder (MDD) to ever receive this FDA designation. 

CYBIN just finished its Phase 2 MDD (major depressive disorder) study showing a sustained benefit four months after the second dose, with 60% of patients on 12mg and 75% on 16mg in remission. 

With FDA guidance on trial design, CYBIN (NYSE:CYBN) (NEO:CYBN) now has the potential to significantly reduce drug development timelines, and its gearing up to initiate its Phase 3 MDD study this summer. 

“It is a testament to the hard work and dedication of the entire Cybin team that we have accomplished so much so quickly,” Doug Drysdale, CEO of Cybin, said in a release. 

“The granting of Breakthrough Therapy Designation by the FDA underscores the potential of CYB003 to fill a gap in the treatment landscape for MDD and serves to expedite and de-risk our development program going forward. This designation provides for a streamlined review process and enhanced engagement with the FDA.”

Calculating CYBIN’s broad collection of assets and IP in North America, two investment banks published price targets of more than 10X CYBIN’s current share price in the third quarter of last year. 

Oppenheimer initiated coverage on CYBN (NYSE:CYBN) (NEO:CYBN) last year, saying it was encouraged by the results so far, and believed the stock would have room to run further with new results, with a price target of $4. 

Likewise, in an August 28, 2023 company update, H.C.Wainwright & Co. reiterated its “buy” rating on CYBN (NYSE:CYBN) (NEO:CYBN), with a price target of US $10.00 per share, after the recent Small Pharma acquisition, which it sees as strengthening Cybin’s position in short-acting psychedelics. 

But with impressive Phase 2 results showing remission after only two doses and a coveted FDA designation, this small company is now poised for much greater attention from investors. 

Phase 2: Behind the Breakthrough Therapy Designation

CYBIN (NYSE:CYBN) (NEO:CYBN), is developing differentiated, next-generation therapeutics that hope to offer fast, sustained therapeutic effects that are safe and tolerable, with efficacy in only 1-2 doses and short in-clinic times. 

The company is on the leading edge of transformational psychedelic therapeutics, developing novel and proprietary therapeutics to improve clinical outcomes and the mental health and wellbeing of patients. The emerging biopharmaceutical company already has clinical validation of the novel, proprietary CYB003 molecule, which demonstrates a rapid-acting and robust psychedelic profile, but at a low dose. 

And it’s been pounding the patent pavement, too.

In August, CYBIN agreed to acquire  Small Pharma Inc in an all-share transaction that creates an international clinical-stage leader in novel psychedelic therapeutics. The companies’ combined portfolios, at closing, will include two proprietary, advanced clinical programs in development for depression and anxiety disorders with demonstrated safety and efficacy. The combined portfolio creates the industry’s largest, most advanced, well protected DMT program. 

The combined company has the intellectual property strength of 29 patents granted and 158 patents pending in the psychedelic drug development sector. That is the largest portfolio in the industry. 

Phase 2 topline efficacy data for the company’s CYBOO3 was one of the biggest drivers of value for CYBIN in the near-term, and the results were even better than expected. 

Now that it’s been granted “Breakthrough Therapy Designation”, CYBIN (NYSE:CYBN) (NEO:CYBN) is targeting the potential for its CYB003 to achieve “Best-in-Class Status”, and it’s confident it has a solid shot at this. 

In targeting depression, CYBIN’s (NYSE:CYBN) (NEO:CYBN) CYB003 is hoping to offer a lifeline to a chronic illness that victimizes some 280 million people around the world. They are also targeting what is now recognized as the leading cause of disability in the world, which costs the global economy an estimated $1 trillion in lost productivity annually. It’s everyone’s problem, which makes any breakthrough a significant development. 

Current treatment options leave millions behind and neglected, as first-line treatments only work for approximately one-third of patients, and even that decreases in efficacy as time goes on. Additionally, it strikes out at the murky world of antidepressants that often have dose-limiting adverse effects.  

This is where the world of “adjunctive” therapy for massive depressive disorder could become the solution to a problem of epidemic proportions. Adjunctive therapy allows for treatment without relying on background medications, without withdrawal symptoms and without logistical hurdles. 

Nowhere But Up: The Next Near-Term Catalysts

Next up, CYBIN (NYSE:CYBN) (NEO:CYBN) plans to initiate its Phase 3 study of CYBOO3 in MDD in the middle of this year, with the Phase 2 study of CYB004 in Generalized Anxiety Disorder (GAD) launched on March 15. 

For the Phase 2 proof-of-concept study of CYB004, CYBIN is using its proprietary DMT molecule in development for the treatment of GAD, following the FDA’s clearance of its new drug application in January. 

“We are building on foundational investigative work from our Phase 2a trial of intravenous SPL026 (DMT) which showed preliminary evidence of effectiveness treating anxiety with rapid onset of antidepressant effects and reduction in anxiety scores,” Drysdale said in a press release. 

The future of mental health care is all about molecular science. 

“The molecular structure of psilocybin, a naturally occurring psychedelic compound found in ‘magic mushrooms,’ allows it to penetrate the central nervous system and the scientific and medical experts are just beginning to understand its effects on the brain and mind and its potential as therapeutics for mental illnesses,” according to Johns Hopkins Center for Psychedelic and Consciousness Research. 

What makes Cybin’s pipeline so important to the new world of mental health is that from the start, it has set out to create novel and improved psilocybin molecules, while others in the space have been relying on generic materials that are not proprietary. 

This is a space where proprietary IP is absolutely essential, and Cybin now has 29 patents granted and 158 patents pending. That makes it the leader of intellectual property in this space. 

Cybin (NYSE:CYBN) (NEO:CYBN) has taken two molecules—DMT and psilocybin—and focused on the deuteration, which improves the molecules’ efficiency. In other words, it eases the path of the molecule into the brain, making it much faster and much more potent with a lower dose. 

Lower doses mean more potency, and proprietary materials will have to lead this charge, giving the company with the most IP a huge advantage. 

“Getting it out of the periphery and into the brain is now becoming much faster, without causing side effects,” says Drysdale. “If you get the molecules out of the bloodstream and into the brain, you’re making it more efficient”. 

There is an enormous need to address Major Depressive Disorder, the leading cause of disability due to mental illness which cost the U.S. alone $326 billion between 2010 and 2018–a period during which some 17.5 million American adults suffered from the chronic mental illness.  

A breakthrough is desperately needed, and Cybin’s CYB003 is working quickly towards it. 

With its IP catalog, acquisition agreement, and near-term catalysts, one could argue Cybin’s market cap is trading below its potential for the coming months and years. 

The team behind Cybin (NYSE:CYBN) (NEO:CYBN) has made billion-dollar breakthroughs with other companies before. Between then, they have managed 60 IND (Investigational New Drug Application) programs, bringing many new products to market, with 37 exits. 

Members of Cybin’s team were involved in the development of the molecule S-K, which J&J turned into SPRAVATO – the fastest growing drug in its neuroscience portfolio, and J&J’s next billion dollar drug. 

Topping that all off, Cybin advisor Tom Laughren was head of FDA psychiatry for twenty five years, and CEO Drysdale has over three decades of building drug development companies, with 17 acquisitions on three continents and executive management of four pharmaceutical companies. 

CYBIN (NYSE:CYBN) (NEO:CYBN) is a clear leader in the biotech race for an alternative to the antidepressant empire, and now it has breakthrough therapy status, and is the first adjunctive therapy known to achieve this for massive depressive disorder. The advantages are significant. That means it can fast-track development and expedite manufacturing with priority review and accelerated approval status.  

With a combined portfolio of patents that give them a leadership position and more data expected before the end of this year, there may only be a small window of opportunity to catch Cybin before it breaks out. 

 ** IMPORTANT NOTICE AND DISCLAIMER — PLEASE READ CAREFULLY! **

PAID ADVERTISEMENT. This article is a paid advertisement. GlobalInvestmentDaily.com and its owners, managers, employees, and assigns (collectively “the Publisher”) is often paid by one or more of the profiled companies or a third party to disseminate these types of communications. In this case, the Publisher has been compensated by Cybin, Inc. (“Cybin” or “Company”) to conduct investor awareness advertising and marketing. Cybin paid the Publisher two hundred and fifty thousand US dollars to produce and disseminate one article profiling the Company over a period of one week. This compensation should be viewed as a major conflict with our ability to be unbiased.  

Readers should beware that third parties, profiled companies, and/or their affiliates may liquidate shares of the profiled companies at any time, including at or near the time you receive this communication, which has the potential to hurt share prices. Frequently companies profiled in our articles experience a large increase in volume and share price during the course of investor awareness marketing, which often ends as soon as the investor awareness marketing ceases. The investor awareness marketing may be as brief as one day, after which a large decrease in volume and share price may likely occur.

This communication is not, and should not be construed to be, an offer to sell or a solicitation of an offer to buy any security. Neither this communication nor the Publisher purport to provide a complete analysis of any company or its financial position. The Publisher is not, and does not purport to be, a broker-dealer or registered investment adviser. This communication is not, and should not be construed to be, personalized investment advice directed to or appropriate for any particular investor. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information about the company. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the advertised company’s SEC, SEDAR and/or other government filings. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. Past performance does not guarantee future results. This communication is based on information generally available to the public and on interviews with company management, and does not (to the Publisher’s knowledge, as confirmed by Cybin) contain any material, non-public information. The information on which it is based is believed to be reliable. Nevertheless, the Publisher cannot guarantee the accuracy or completeness of the information.

SHARE OWNERSHIP. The Publisher owns shares and / or options of the featured company and therefore has an additional incentive to see the featured company’s stock perform well. The Publisher does not undertake any obligation to notify the market when it decides to buy or sell shares of the issuer in the market. The Publisher will be buying and selling shares of the featured company for its own profit. This is why we stress that you conduct extensive due diligence as well as seek the advice of your financial advisor or a registered broker-dealer before investing in any securities.

FORWARD LOOKING STATEMENTS. This publication contains forward-looking information which is subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ from those projected in the forward-looking statements. Forward looking statements in this publication include, but are not limited to, the size and anticipated growth of the market for the companies’ products, the prospects for success of the Company’s drug pipeline, the reported scheduled release and commercialization of the Company’s drug pipeline, the ability to acquire customers and partners for the Company’s drug pipeline, and the projected growth and profit margins of the Company’s core product offerings.  Factors that could cause results to differ include, but are not limited to, the companies’ ability to fund its capital requirements in the near term and long term, the management team’s ability to effectively execute its strategy, the degree of success of the development and launch of the Company’s drug pipeline, competition, market saturation, market conditions, uncertain regulatory review, pricing pressures, etc. The forward-looking information contained herein is given as of the date hereof and we assume no responsibility to update or revise such information to reflect new events or circumstances, except as required by law.

INDEMNIFICATION/RELEASE OF LIABILITY. By reading this communication, you acknowledge that you have read and understand this disclaimer, and further that to the greatest extent permitted under law, you release the Publisher, its affiliates, assigns and successors from any and all liability, damages, and injury from this communication. You further warrant that you are solely responsible for any financial outcome that may come from your investment decisions.

TERMS OF USE. By reading this communication you agree that you have reviewed and fully agree to the Terms of Use found here http://GlobalInvestmentDaily.com/Terms-of-Use. If you do not agree to the Terms of Use http://GlobalInvestmentDaily.com/Terms-of-Use, please contact GlobalInvestmentDaily.com to discontinue receiving future communications.

INTELLECTUAL PROPERTY. GlobalInvestmentDaily.com is the Publisher’s trademark. All other trademarks used in this communication are the property of their respective trademark holders.  The Publisher is not affiliated, connected, or associated with, and is not sponsored, approved, or originated by, the trademark holders unless otherwise stated. No claim is made by the Publisher to any rights in any third-party trademarks.

The post The Next Great Biotech Boom Has Arrived appeared first on Global Investment Daily.

Over the past year, GME has witnessed a decline of 42.12%, which is a stark contrast to the S&P 500’s gain of 20.08%. With a current InvestorsObserver ranking of 19 out of 100, based on a long-term technical score of 9 and a short-term technical score of 44, the question on every investor’s mind is whether GameStop is gearing up for another historic run or if it’s on a path to further decline.

As we delve into GameStop’s journey, it’s crucial to note the broader context. Even before the challenges brought on by the COVID-19 pandemic, GameStop was navigating through turbulent waters, primarily due to the seismic shifts in the gaming industry towards digital distribution. This transformation has significantly impacted GameStop’s traditional brick-and-mortar business model, leading to a continuous decline in market share and annual sales since 2015. The company’s struggle is further exacerbated by the costs associated with maintaining a vast network of physical stores and the financial burden of high executive salaries over the past decade.

Despite these challenges, GameStop has demonstrated resilience and an ability to surprise market analysts. The company’s break-even in the third quarter was an unexpected development that defied Wall Street’s expectations. Looking ahead, the consensus among Wall Street analysts anticipates positive earnings per share (EPS) for the holiday quarter. This forecast signals potential momentum for GameStop, suggesting that the company’s strategic adjustments may be starting to bear fruit.

Investors should mark their calendars for GameStop’s Q4 earnings report, as it will be a critical indicator of the company’s current health and future prospects. Key to this report will be any announcements regarding GameStop’s new investment policy, which could play a pivotal role in shaping the company’s strategy moving forward.

For a nuanced understanding, it’s essential to consider GameStop’s efforts to reinvent itself. Amidst the digital revolution in gaming, GameStop has been exploring new avenues to enhance its value proposition, including diversification into e-commerce and the exploration of digital marketplaces for gaming. These initiatives are crucial for GameStop’s adaptation to the evolving retail landscape, potentially setting the stage for a remarkable comeback.

However, the path ahead for GameStop is fraught with challenges. The company’s success in executing its transformation strategy, coupled with its ability to navigate the competitive pressures from e-commerce giants like Amazon (NASDAQ: AMZN), will be critical determinants of its future trajectory. Additionally, the broader economic environment, characterized by inflationary pressures and shifting consumer spending habits, will influence GameStop’s performance.

Technical Analysis

Incorporating technical analysis into our investment outlook, the GameStop Corp (NYSE: GME) chart reflects a bearish trend over the past six months, as evidenced by the series of lower highs and lower lows. This pattern suggests a sustained selling pressure as each rally is met with enough resistance to drive the price to new lows.

The stock is currently trading below the pivotal psychological level of $15, which was previously a support zone. This level has now transitioned into a resistance area, as seen in the recent retest in late January and early February. A break above this level could indicate a potential shift in sentiment, but the stock would need to establish higher highs to confirm a reversal of the downtrend.

Volume, as indicated at the bottom of the chart, has shown spikes on days with significant price declines, suggesting aggressive selling. On the other hand, the recent price surge is backed by a noticeable increase in volume, a potential sign of buying interest. Investors should watch if subsequent trading sessions can sustain higher volume levels, which may lend credence to the beginning of a bullish phase.

If we take the Relative Strength Index (RSI) into account, an RSI level rising above 30 after being in the oversold territory could signal growing momentum. However, for a convincing bullish case, the RSI would need to cross above the 50 threshold, which often serves as a demarcation line between bearish and bullish momentum.

Despite the negative trend, the formation of a hammer candlestick pattern in the last observed session, characterized by a long lower wick and a small body, may indicate the exhaustion of selling pressure. If followed by a green candle, this could be the early sign of a bullish reversal.

In summary, while the long-term trend for GME appears bearish, short-term technical indicators suggest a potential for a bullish correction. However, investors should seek confirmation from additional indicators and price action in the coming days to gauge whether GameStop might indeed be gearing up for another run or if this is merely a temporary reprieve in a longer-term downtrend.

GameStop’s journey presents a compelling case study on resilience, adaptation, and the unpredictable nature of the stock market. For investors, the decision to invest in GameStop requires a careful assessment of the company’s strategic direction, its execution capabilities, and the broader market dynamics. Whether GameStop is on the cusp of another legendary run or headed in the opposite direction remains to be seen. However, one thing is clear: the company’s upcoming earnings report and strategic decisions will be critical milestones in determining its path forward.

As always, we at Global Investment Daily remain committed to providing our readers with insightful analysis and the latest updates on market trends and investment opportunities. 

Stay tuned for further coverage and in depth analysis on GameStop and other key market players.

The post GameStop’s Pivotal Moment – A Legendary Run or a Decline? appeared first on Global Investment Daily.

Loads of debt, problems getting into production, far-off delivery dates that make revenues a thing of the distant future—if at all—and failures-to-deliver all make this a minefield for investors.  

Vision Marine Technologies (VMAR)(NASDAQ:VMAR) has a first-mover advantage here, the best electric boat motor system on the market and a solid manufacturing and distribution strategy that recognizes the decentralized nature of this emerging market. 

Not only has Vision Marine partnered with the top boat manufacturers and distributors in the industry, but it has also just delivered their first proprietary E-Motion Electric powertrains to Groupe Beneteau Four Winns. 

While a litany of electric boat startups trying to storm this scene without any real production or distribution strategy, VMAR is many steps ahead as the world strives to bring the electric revolution to the waterways. 

… And it’s won the trust of a giant, iconic boat-builder. 

Finally, Concrete Action on the Electric Boat Motor Scene

 Vision Marine’s partnership with Groupe Beneteau is game-changing for a small company in this fast-emerging space. 

Groupe Beneteau has been building boats and transforming the boating experience since the late 1800s. It has built a billion-dollar global boat brand house. In 2022, the company reported revenues of 1.5 billion euros. 

Employing 8,000 people in France, the U.S., Poland, Italy, and Portugal, Groupe Beneteau is a global market leader with nine brands in its boat divisions and more than 150 recreational boat models, from sailboats and motorboats to monohulls and catamarans. It’s also a powerhouse in boat rentals. Since the 1800s, it’s even gone way beyond boats and much deeper into the leisure segment, serving as a major European player for leisure homes and lodges. 

Four Winns is one of Groupe Beneteau’s iconic boat brands, along with Beneteau, Jeanneau, Lagoon, Delphia, Excess, Wellcraft, Scarab and Glastron. 

That’s a huge lineup and suggests an incredible amount of potential for Vision Marine’s partnership in the future. 

On October 4^th, Vision Marine announced that it had delivered, as promised, its first E-Motion™ Electric Powertrain Technology to Groupe Beneteau, Four Winns at their production facility in Michigan. VMAR’s (NASDAQ:VMAR) Power Trains will be the inaugural electrical motors integrated on the Four Winns H2e Bowrider. 

Thanks to Vision Marine, Four Winns’ H2e Bowrider is the world’s most powerful outboard electric powertrain, with a 180E electric outboard engine delivering high peak power      with rapid acceleration and top speed of approximately 35 knots (40mph). It’s also the first, all-electric, series production bowrider on the market. 

“Just imagine jumping aboard your H2e, fully-charged and ready to go, from your trailer or private dock. No noise, no exhaust, no refueling, no hassle … just a rewarding day on the water,” Nick Harvey, Four Winns Brand Director said in a statement posted on the company’s website. 

This delivery is a major milestone not only for Vision Marine, but for the entire global electric boat industry, and the delivery itself is being undertaken with a fair amount of pomp and circumstance. 

The H2e Bowriders, newly equipped with Vision Marine E-Motion motors, will embark on a voyage to Europe where they will first be showcased at the Dusseldorf boat show in late January, where their presentation is set to “underscore the dawn of a new era in eco-friendly marine transport”. 

Dusseldorf is a hotspot for unveiling breakthroughs in the boating world, and the showcasing of the H2e Bowrider is intended to advertise the new boat itself—a first in the electric world—and Vision’s Marine’s innovative technology. From there, the boats will make their way to their ultimate owners. 

These will be the first electric boats to come off Four Winn’s’ production line for consumer ownership. 

How VMAR’s E-Motion Is Defining This Space

The E-Motion™ powertrain technology is the fastest electric speedboat in its class on the market. Not only is it the first fully electric, production-ready recreational boat in its class on the market, but it’s also a high-performance machine with 180 horsepower. It’s turn-key, disruptive and powered by Vision Marine’s proprietary E Motion™ battery and software.

Capable of fully charging overnight on 120v-20A or 240v 50A shore power, no supercharger needed , the E-     Motion™ battery also has another clear advantage: It’s cheaper than its competitors.

Actually producing and getting products to market in the EV space has been the biggest problem facing startups both on the road and in the water. 

Vision Marine(NASDAQ:VMAR) has an entirely different strategy that focuses on one key fact: Boatbuilding is a decentralized affair. A builder typically buys the outboard motor from one supplier, the throttle from another, and the gauges and console systems from a third. 

VMAR isn’t trying to be everything to everyone. 

Having established back-to-back world speed records in electric boating, VMAR’s E-Motion™ Electric Powertrain should top the list for any builders looking for a best-in-class electric motor. 

This is what other startups in the space lack. They may be raising significant amounts of cash right now, but it’s based on hopes of future production. VMAR is already producing. It’s already delivering, and it’s secured a game-changing partnership with a major global boat-maker.

The Small-Cap Market Opportunity Amid Historical Disconnect

The electric boats and ship market size is expected to witness rapid growth over the next six years, with revenues set to hit nearly $11 billion, driven by environmental concerns and technological advancements, according to Fairfield Market Research. 

At the same time, the markets have been disproportionately unkind to micro- and small-caps this year relative to large-caps. In fact, there hasn’t been a greater disconnect between small and micro-cap and large-cap stocks in nearly in two decades: 

Because this disconnect is at a historic level, it creates a great opportunity for bargain hunting in the small-cap and micro-cap world.

In a weak venture capital market, and despite the disconnect between small- and large-cap stocks this year, electric boat start-ups have raised a lot of capital over the past six months, suggesting growing interest in the market: 

• Sweden’s Candela electric boat-maker raised some $20 million this spring
• Sweden’s X Shore raised around $28.5 million in the same period
• Florida-based Blue Innovations Group, an electric boat start-up founded by former Tesla manufacturing chief John Vo, started accepting reservations in March 
• Rhode Island-based Flux Marine electric outboard motor manufacturer raised $15.5 million in 2022
• Middle East-based Crow Electric Ships and Boats latest investment valued it at $55 million in July; and
• In September, LA-based EV boat start-up ARC raised $70 million Series B.

But finding the opportunity amid this disconnect is even better when it’s a small or micro-cap that is defining a specific industry niche, such as the electric boat startup segment. And in this particular segment, Vision Marine is a clear leader, with Fairfield Market Research highlighting VMAR as one of the key players in the $11-billion revenue push. 

This could be why Roth Capital recently initiated coverage of Vision Marine, with a C$6 share price. 

“We believe Vision is working with multiple other boat OEMs and expect additional purchase orders and supplier agreements to lift visibility,” Roth said in June. “Further news around this area should serve as a positive valuation catalyst.”

Roth expects Vision Marine’s E-Motion to “drive impressive growth supplementing momentum in existing operations”, including its electric boat rental segment, whose flagship Newport operation took in $4 million in revenue in 2022 at 35% margin, with more locations on the way, plus a major franchise scale-up. 

Roth also expects the news flow around the launch of the E-Motion and new customer visibility to serve as primary valuation catalysts. But that was back in June. That news flow push gained major momentum in early October with the production and delivery of VMAR’s first E-Motion units to the giant Groupe Beneteau. 

While investors may be experiencing fatigue from the EV industry’s cash burn and frequent failure to produce and deliver, Vision Marine is already producing, with a unique strategy that capitalizes on the decentralization of the boat-building industry. 

With just a $20M market cap in a sea of pre-revenue startups garnering 9-figure valuations, Vision Marine separates itself as the Company offering the fastest and most innovative electric motors to the world’s largest boat manufacturers. Securing Groupe Beneteau is just the beginning…

** IMPORTANT NOTICE AND DISCLAIMER — PLEASE READ CAREFULLY! **

PAID ADVERTISEMENT. This article is a paid advertisement.  Global Investment Daily, FTB Capital Inc. and its owners, managers, employees, and assigns (collectively “the Publisher”) is often paid by profiled companies or a third party to disseminate these types of communications. In this case, the Publisher has been compensated by Vision Marine Technologies (NASDAQ:VMAR) to conduct investor awareness advertising and marketing. VMAR paid the Publisher to produce and disseminate this and future articles as well as related banner ads for thirty-five thousand dollars per month for six months. VMAR also paid the Publisher 75,000 shares of common stock, which are subject to a six-month lockup period.  This compensation should be viewed as a major conflict with our ability to be unbiased.  

Readers should beware that third parties, profiled companies, and/or their affiliates may liquidate shares of the profiled companies at any time, including at or near the time you receive this communication, which has the potential to hurt share prices. Frequently companies profiled in our articles experience a large increase in volume and share price during the course of investor awareness marketing, which often ends as soon as the investor awareness marketing ceases. The investor awareness marketing may be as brief as one day, after which a large decrease in volume and share price may likely occur.

This communication is not, and should not be construed to be, an offer to sell or a solicitation of an offer to buy any security. Neither this communication nor the Publisher purport to provide a complete analysis of any company or its financial position. The Publisher is not, and does not purport to be, a broker-dealer or registered investment adviser. This communication is not, and should not be construed to be, personalized investment advice directed to or appropriate for any particular investor. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information about the company. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the advertised company’s SEC, SEDAR and/or other government filings. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk. Past performance does not guarantee future results. This communication is based on information generally available to the public, and does not (to the Publisher’s knowledge, as confirmed by VMAR) contain any material, non-public information. The information on which it is based is believed to be reliable. Nevertheless, the Publisher cannot guarantee the accuracy or completeness of the information.

SHARE OWNERSHIP. The Publisher owns shares and / or options of the featured company and therefore has an additional incentive to see the featured company’s stock perform well. The Publisher does not undertake any obligation to notify the market when it decides to buy or sell shares of the issuer in the market. The Publisher will be buying and selling shares of the featured company for its own profit. This is why we stress that you conduct extensive due diligence as well as seek the advice of your financial advisor or a registered broker-dealer before investing in any securities.

FORWARD LOOKING STATEMENTS. This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industry. The Publisher notes that statements contained herein that look forward in time, which include everything other than historical information, involve risks and uncertainties that may affect the companies’ actual results of operations. Factors that could cause actual results to differ include, but are not limited to, the size and growth of the market for the companies’ products and services, the companies’ ability to fund its capital requirements in the near term and long term, pricing pressures, etc.  

INDEMNIFICATION/RELEASE OF LIABILITY. By reading this communication, you acknowledge that you have read and understand this disclaimer, and further that to the greatest extent permitted under law, you release the Publisher, its affiliates, assigns and successors from any and all liability, damages, and injury from this communication. You further warrant that you are solely responsible for any financial outcome that may come from your investment decisions.

TERMS OF USE. By reading this communication you agree that you have reviewed and fully agree to the Terms of Use found here http://GlobalInvestmentDaily.com/Terms-of-Use. If you do not agree to the Terms of Use http://GlobalInvestmentDaily.com/Terms-of-Use, please contact GlobalInvestmentDaily.com to discontinue receiving future communications.

INTELLECTUAL PROPERTY. GlobalInvestmentDaily.com is the Publisher’s trademark. All other trademarks used in this communication are the property of their respective trademark holders. The Publisher is not affiliated, connected, or associated with, and is not sponsored, approved, or originated by, the trademark holders unless otherwise stated. No claim is made by the Publisher to any rights in any third-party trademarks.

The post The Most Important Electric Boat Deal Yet appeared first on Global Investment Daily.

Excitement and Praise:

Futuristic Appeal: Many people found the Cybertruck’s unique, polygonal design to be futuristic and unlike any other vehicle on the market. Its angular lines, stainless steel exoskeleton, and electric-powered features resonated with those who appreciated a bold departure from traditional automotive design.

Innovation: Some enthusiasts praised Tesla for pushing the boundaries of automotive design and engineering. They saw the Cybertruck as a symbol of innovation and a representation of Tesla’s commitment to disrupting the automotive industry.

Skepticism and Criticism:

Aesthetic Concerns: Critics and traditionalists were quick to point out what they considered unconventional and even unattractive design elements, such as the Cybertruck’s sharp edges and unconventional shape. They believed it deviated too far from the typical aesthetic expectations of a consumer vehicle.

Practicality: Concerns were raised about the practicality of the design for everyday use. Some questioned its ability to fit in garages or navigate tight parking spaces due to its larger dimensions.

Safety: The Cybertruck’s design also led to discussions about safety, with concerns about pedestrian safety and the potential for other vehicles to collide with its angular surfaces.

Memes and Pop Culture:

The Cybertruck’s design sparked a wave of internet memes, jokes, and parodies across social media platforms. Its distinct appearance became a pop culture phenomenon, generating both humor and commentary.

Pre-Order Interest: Despite the mixed reactions, the Cybertruck garnered a substantial number of pre-orders shortly after its unveiling. This demonstrated that, while some may have reservations about the design, there was significant interest in the vehicle’s features, including its electric drivetrain and potential performance capabilities.

Tesla’s approach to the Cybertruck’s design was undoubtedly polarizing, but it also generated significant attention and public discourse. Over time, Tesla has made some design updates based on feedback and has continued to refine the Cybertruck as it progresses toward production, which may influence how it is received by consumers and the automotive industry in the future.

Troubles Keep Plaguing the Launch of the CyberTruck

Apparently, there are so many problems with the design of the Cybertruck, that a complete re-design may be in order.

In a scathing August article from Fast Company, the Cybertruck has so many blatant design flaws, including misaligned doors and uneven surfaces, that nothing short of a complete re-design will fix the problem.

Wired magazine reported in June that a leaked internal  company report revealed that  the preproduction “alpha” version of the Cybertruck was still struggling with some basic problems with its suspension, body sealing, noise levels, handling. and braking.

Even Elon Musk admits there are many issues that need to be fixed. In an internal email to employees, Musk remarked “Due to the nature of Cybertruck, which is made of bright metal with mostly straight edges, any dimensional variation shows up like a sore thumb.”

Wired mentioned in their article that the vehicle was supposed to start rolling off production lines in 2021. But two years on, the trucks still haven’t been delivered, and for most customers, they won’t be until 2024 at the earliest.

Tesla stock has been taking a beating since their earnings disappointment in October. Although it’s slowly grinding its way back up, investor sentiment is still bearish on TSLA.

The ongoing delays in deliveries of the Tesla Cybertruck suggest that addressing and resolving design flaws is a critical aspect of bringing this groundbreaking vehicle to market. 

The Cybertruck’s distinctive design, while eliciting both excitement and skepticism, has presented engineering and manufacturing challenges that require careful consideration and modification. 

As Tesla continues to refine the design and production processes, it is likely that the company will prioritize ensuring that the vehicle meets safety and regulatory standards, addresses practical concerns, and aligns with consumer expectations. 

Until these design issues are thoroughly addressed and resolved, it is reasonable to expect that delivery timelines for the Cybertruck may experience continued delays as Tesla works towards producing a vehicle that can meet the demands and expectations of its customers.

The post Is the Tesla Cybertruck a Dud? appeared first on Global Investment Daily.

Hydrogen is often considered a green energy source when it is produced using environmentally friendly methods and used in applications that produce little to no greenhouse gas emissions. This concept is often referred to as “green hydrogen.” Green hydrogen has the potential to play a significant role in the transition to a more sustainable and low-carbon energy system for several reasons: 

Clean Production: Green hydrogen is produced using renewable energy sources, such as wind, solar, or hydropower, to electrolyze water (H2O) into hydrogen (H2) and oxygen (O2). This process, known as electrolysis, generates hydrogen without producing harmful emissions if the electricity used for electrolysis is sourced from renewables. 

Reduced Carbon Footprint: Green hydrogen production avoids the carbon emissions associated with traditional hydrogen production methods, such as steam methane reforming (SMR) and coal gasification, which release significant amounts of carbon dioxide (CO2). 

Versatile Energy Carrier: Hydrogen can be used as an energy carrier for various applications, including electricity generation, transportation, and industrial processes. It can be stored and transported relatively easily, making it a flexible energy source. 

Decarbonizing Hard-to-Electrify Sectors: Hydrogen can be used in sectors that are difficult to electrify directly, such as heavy industry, long-haul transportation (e.g., trucks, ships, and trains), and certain chemical processes. By replacing fossil fuels with hydrogen in these sectors, emissions can be significantly reduced. 

Energy Storage: Hydrogen can be used for energy storage, helping to balance the intermittent nature of renewable energy sources. Excess electricity generated during times of high renewable energy production can be used for electrolysis to produce hydrogen, which can then be stored and converted back into electricity when needed. 

Zero Emission When Used: When green hydrogen is used in fuel cells or combustion processes, it produces no direct emissions, as the only byproduct is water vapor. 

However, it’s important to note that the greenness of hydrogen depends on how it is produced. Hydrogen can also be produced using fossil fuels (gray hydrogen) or with carbon capture and storage (blue hydrogen), which reduces emissions but does not eliminate them entirely. The environmental benefits of hydrogen depend on the source of energy used for production and the overall lifecycle emissions. 

Challenges associated with green hydrogen include the high cost of electrolysis technology, the need for significant renewable energy capacity to scale up production, and infrastructure development for storage and distribution.

Can Hydrogen be Produced Affordably?

The Inflation Reduction Act has earmarked clean hydrogen production in the $369 billion set aside for energy security and climate change initiatives.

As with any new industry, costs are usually high until technology improves and supply ramps up. According to an article in Newsweek, “The world’s largest producer of electrolyzers, NEL, believes green hydrogen production could reach cost parity with fossil fuels as early as 2025, and the DOE has laid out plans to reduce the cost of hydrogen to $1 per 1 kilogram within the next decade.”

How do Hydrogen-Powered Cars Work, and Who is Making them?

Hydrogen-powered cars, also known as hydrogen fuel cell vehicles (FCVs), work by using a chemical process to convert hydrogen gas (H2) into electricity to power an electric motor that drives the vehicle. Here’s how they work: 

Hydrogen Storage: Hydrogen gas is stored in high-pressure tanks or sometimes in liquid form, depending on the vehicle’s design. These tanks are typically located in the vehicle’s rear or undercarriage.

Fuel Cell Stack: The heart of a hydrogen-powered car is the fuel cell stack. The stack consists of multiple individual fuel cells, each of which contains a proton-exchange membrane (PEM) or other types of fuel cell technologies, such as alkaline or solid oxide fuel cells. 

Hydrogen Injection: Hydrogen from the storage tanks is delivered to the fuel cell stack. This hydrogen is typically very pure, as any impurities could damage the fuel cell. 

Electrochemical Reaction: Inside the fuel cell stack, a chemical reaction takes place. Hydrogen molecules are split into protons (H+) and electrons (e-) at the anode (negative electrode) through a process called hydrogen oxidation. The protons move through the proton-exchange membrane, while the electrons are forced to travel through an external circuit, creating an electrical current. 

Electricity Generation: The flow of electrons through the external circuit creates electrical power, which can be used to drive the electric motor of the vehicle. This motor provides propulsion to the wheels, allowing the car to move. 

Combining with Oxygen: The protons generated at the anode travel through the proton-exchange membrane to the cathode (positive electrode), where they combine with oxygen from the air, typically supplied through an intake, to form water (H2O). This chemical reaction generates additional heat and water vapor as byproducts. 

Emission: Zero Emissions: The only emissions produced by hydrogen fuel cell vehicles are water vapor and heat. There are no tailpipe emissions of harmful pollutants or greenhouse gases, making them environmentally friendly.

Energy Storage: If the vehicle has a hybrid configuration, it may also include a small battery pack for regenerative braking and temporary energy storage. This allows the vehicle to recover and store energy during braking and then release it to assist with acceleration.

One notable advantage of hydrogen fuel cell vehicles is that they offer longer driving ranges compared to many battery-electric vehicles (BEVs) due to the high energy density of hydrogen. However, there are several challenges to widespread adoption, including the limited availability of hydrogen refueling infrastructure, the energy required to produce and transport hydrogen, and the high cost of fuel cell technology.

Despite these challenges, hydrogen fuel cell vehicles are being developed and deployed by various automakers and governments, particularly in regions where hydrogen infrastructure is being developed to support their use.

Which Automakers are Developing Hydrogen-Powered Cars?

Hyundai N Vision74 (Image Source: Hyundai)

Hyndai just gave the green light for the production of the N Vision 74 Hydrogen-poweered sports care. This vehicle, designed for well-heeled  sports care enthusiasts, will carry an estimated price tag of $160,000 and have superior performance, acoording to MotorTrend.

Nikola plans to start delivering hydrogen fuel cell semi trucks within the next few weeks. Companies like J.B. Hunt and AJR Trucking are lined up to take deliveries. In testing, these trucks show a range averaging over 500 miles, according a report published in Teslarati.com.

Toyota and BMW also have hydrogen fuel-cell vehicle projects underway.

The post Is Hydrogen a Viable Green Energy Alternative? appeared first on Global Investment Daily.

The chip and semiconductor sector has been red hot lately with NVidea (NVDA) leading the charge as companies scramble to adopt AI technologies. The Biden Administration CHIPs Act is also providing massive investments in U.S. based chip manufacturing to help lessen U.S. dependence on China and Taiwan for these valuable components.

One company getting positioned to IPO is Arm Holdings.

Arm Holdings, commonly known as Arm, is a British semiconductor and software design company that specializes in designing microprocessors, system-on-chip (SoC) architectures, and related technology. Arm is well-known for its energy-efficient and scalable processor designs, which are widely used in various electronic devices, including smartphones, tablets, embedded systems, and IoT (Internet of Things) devices. Here are some key points about Arm:

1. History: Arm was founded in 1990 as Advanced RISC Machines Ltd., and its original mission was to develop RISC (Reduced Instruction Set Computing) microprocessor architecture. Over the years, Arm evolved into a company that licenses its processor designs and intellectual property to other semiconductor manufacturers.
    
2. Business Model: Arm operates on a licensing business model. Instead of manufacturing its own chips, it licenses its processor architectures, instruction sets, and other intellectual property to other companies. These companies, known as Arm licensees, then incorporate Arm’s technology into their own semiconductor products.
    
3. Processor Architectures: Arm has developed several popular processor architectures, including ARMv7, ARMv8 (64-bit), and ARMv9. These architectures serve as the foundation for a wide range of processors used in various devices, from smartphones and laptops to servers and IoT devices.
    
4. Market Presence: Arm-based processors dominate the mobile device market, with most smartphones and tablets using Arm architecture. They are also prevalent in embedded systems, IoT devices, automotive systems, and more. In addition to consumer electronics, Arm processors are increasingly being used in data centers due to their energy efficiency.
    
5. Partnerships: Arm collaborates with various technology companies, semiconductor manufacturers, and software developers to create a broad ecosystem around its processor designs. This ecosystem includes software tools, development platforms, and support for developers.
    
6. Innovation: Arm continues to innovate in the field of microprocessor design, with a focus on energy efficiency, performance, and security. As technology evolves, Arm has been working on addressing the demands of emerging applications, such as artificial intelligence (AI) and machine learning (ML).
    
7. Global Presence: While Arm was originally founded in the United Kingdom, it has a global presence with offices and facilities around the world, serving customers and partners in various regions.

The company is launching an IPO road show in the U.S., courting T. Rowe Price for a potential $52 Billion valuation ask, according to a report from Reuters.

We will follow up on the status of this looming IPO in the weeks and months to come.

The post In a Slow Year for IPOs, this Chip Designer Could Break Out appeared first on Global Investment Daily.

Key current infrastructure projects are focused on the following areas:

• Roads
• Bridges
• Airports and Seaports
• Building a nationwide network of EV charging stations
• Expanding broadband internet access for everyone, including rural areas.
• Clean water projects
• Green energy initiatives
  

Before the first shovel goes into the ground, the projects need to be engineered.

In this report, I will put the spotlight one of the major engineering firms: Jacobs Solutions, Inc. (NYSE: J).

Jacobs Solutions, Inc. (formerly known as Jacobs Engineering Group) is a global professional services firm that provides a wide range of technical, professional, and construction services to various industries, including aerospace, defense, environmental, infrastructure, transportation, petroleum, and more. The company’s services cover areas such as engineering, architecture, construction, operations, consulting, and maintenance.

Key Services: Jacobs offers a diverse set of services, including:

1. Engineering and Design: The company provides engineering, design, and consulting services for projects ranging from infrastructure development to industrial facilities and more.
   
2. Construction: Jacobs is involved in the construction and management of various projects, including infrastructure, energy, and environmental projects.
   
3. Consulting: The company offers consulting services in areas like environmental sustainability, risk management, and business strategy.
   
4. Infrastructure Development: Jacobs is known for its involvement in large-scale infrastructure projects, such as transportation systems, water treatment facilities, and urban development.
   
5. Aerospace and Defense: The company has expertise in supporting aerospace and defense projects, including research and development, engineering, and technical services.

History: Jacobs Engineering Group was founded in 1947 by Dr. Joseph J. Jacobs. Over the years, the company expanded through acquisitions and organic growth. It became a prominent player in the engineering and construction industry, providing services to governments, private companies, and various sectors.

 Jacobs has been on the receiving end of multiple infrastructure projects in 2023 including.

• A California Recycled Water Plant Expansion
• Major Renovation of Seattle-Tacoma Airport
• $450 Million Great Lakes EPA Superfund Cleanup Projects
• Virginia Passenger Rail Expansion Program

Jacobs stock price has jumped impressively from in 2023 from $118 to $136 for a 15 percent YTD increase in share price.

Birds of a Feather

With hundreds of billions of dollars being awarded to infrastructure projects, the entire engineering sector is reaping benefits from these contracts since the beginning of 2023. Here’s just a few of them:

• AECOM (ACM) Shares rose from $83 to $90
• Emcor Group (EME) Ran up from $142 to $220
• Sterling Infrastructure (STRL) Rose from $32 to $83
• KBR (KBR) Share prices rose modestly from $52 to $60

As infrastructure contracts continue to get awarded, remember that it all starts with engineering. Stay tuned to Global Investment Daily as we monitor this sector.

The post <strong>Investing in Infrastructure? </strong><strong><br></strong><strong>It All Starts with Engineering</strong> appeared first on Global Investment Daily.