One company just made its software story easier to believe, one lithium name still has more financing drama than investors would like, and one bigger rebound play is starting to earn a little trust back. We’ll show you where to start small, where to wait for proof, and where chasing strength probably ends badly.
Investor Focus (Sponsored)
A micro-cap company in the subsea resource space has submitted a formal proposal under a U.S. solicitation focused on securing nickel supply.
The opportunity is notable because selected projects may be eligible for non-dilutive funding, offering a potential path to government-backed support without immediate share issuance.
The company also brings offshore operating experience and a relatively tight public float for its size, factors some investors may view as relevant at this stage.
It is speculative and early, but the bid adds a tangible milestone to the story.
Access the Full Report
*This communication is a paid advertisement published by Capital Gain Media Incorporated and does not constitute a recommendation, offer, or solicitation to buy or sell securities. Capital Gain Media Incorporated has been compensated by Deep Sea Minerals Corp. with four hundred thousand dollars (USD 400,000) plus applicable taxes for an ongoing marketing campaign, which includes the publication of this communication. This compensation constitutes a significant conflict of interest with respect to our impartiality. This communication is for entertainment and informational purposes only. Never invest solely on the basis of our communications. The owner of Capital Gain Media may buy or sell securities of this issuer for its own profit. Resource exploration and development is highly speculative and involves significant inherent risks. There is no guarantee that Deep Sea Minerals Corp will generate a return on investment. All forward-looking statements involve risks and uncertainties. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult a licensed financial advisor before making any investment decisions. For complete risk factors, refer to Deep Sea Minerals Corp.'s continuous disclosure documents available at www.sedarplus.ca.
Futures at a Glance📈
Futures are still sagging even after Trump pushed back the Iran energy deadline, which tells you traders are not ready to trust the peace-talk script just yet. Oil is still being rude, nerves are still high, and the market looks like it wants proof before it starts feeling brave again.
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What to Watch
Earnings (Premarket):
• Carnival Corporation [CCL]
• Legence Corp. [LGN]
• TMC the metals company Inc. [TMC]
Earnings (Time Not Supplied):
• AXIA Energia [AXIA]
• MINISO Group Holding Limited [MNSO]
• Twenty One Capital, Inc. [XXI]
• Permian Basin Royalty Trust [PBT]
Economic Reports:
• Consumer sentiment, final (March): 10:00 am
Fed Speakers:
• Philadelphia Fed President Anna Paulson speech: 10:30 am
• Richmond Fed President Tom Barkin speech: 11:00 am
Software
Unity Software Quits the Side Hustle and Tries to Clean Up the Main Gig
Unity Software Inc [U] is getting a lift because it finally did something Wall Street loves, which is beat its own guidance and admit not every business line deserves a forever home. Revenue came in ahead of plan,
EBITDA looked better too, and management is cutting loose the weaker ad-network baggage while shopping the Supersonic publishing unit. In plain English, the company is trying to stop being a messy garage and become a cleaner workshop. Investors usually clap when that happens.
The bigger appeal is that Unity is no longer just promising a turnaround with a fancy deck and a brave smile. The company is showing signs that the engine can actually run better when it focuses on the parts that work.
Its core products are doing more of the heavy lifting, and the market is starting to believe the company may finally be learning that more business lines does not always mean more business quality. Sometimes the best growth hack is just throwing out the junk drawer.
Still, this is a stock with trust issues. It has burned investors before, the ad exit will create noise, and one strong preliminary update does not magically make everything smooth. The move can keep going, but it can also wobble if follow-through is weak.
My Take For You: Fine for a small starter if it holds the bounce, but let the cleanup story prove itself over more than one headline.
My Verdict: Better shape, better focus, better mood. Worth watching closely and nibbling, but still not a set-it-and-forget-it name.
Lithium
Sigma Lithium Has Lithium, Luggage, and a Funding Question Nobody Can Ignore
Sigma Lithium Corp [SGML] is bouncing because investors are trying to separate the actual mine from all the financial hand-wringing wrapped around it. Sales are back, mining restarted, and there is still a believable production story here. That is the good news.
The less fun news is the company still has a very real need for more liquidity, a debt maturity staring at it, and freight costs that are acting like they also want a seat at the table. So yes, there is progress, but there is also paperwork.
That is why this stock keeps feeling like a movie trailer with great scenery and ominous music. The lithium story itself still has life, especially if shipments keep moving and the company lines up the extra agreements it keeps hinting at.
But the market hates uncertainty around funding, and when cash questions show up, even decent operations can get treated like they forgot their wallet. This is one of those names where the geology may be fine while the financing keeps everyone chewing their nails.
So the setup is still speculative. There may be upside if lithium behaves and funding gets sorted, but until then, every rally will feel like it has one eye on the balance sheet.
My Take For You: This is a small-position, high-patience trade only. Wait for clearer funding progress before getting too ambitious.
My Verdict: Interesting lithium story with real upside, but the financing risk keeps it firmly in the helmet-on category.
Market Attention Rising (Sponsored)
Elon Musk is quietly planning the largest IPO in stock market history.
By taking SpaceX public, he stands to gain an instant $625 billion in new wealth.
The good news, for you and I, is we can essentially partner with Elon before he cashes out with this record payday.
All you need is $100… plus the ticker I'd like to share with you.
I'm showing you more details in this video — click here to watch it.
Materials
Albemarle Corp Is Starting To Look Like A Real Lithium Rebound, Not Just A Bounce
Albemarle Corp [ALB] is acting like one of the steadier names in a very moody lithium group. Institutions are still buying, analysts mostly lean bullish, and the stock has climbed a long way from the lows, even after the sector spent a while looking like it lost the map.
The appeal is pretty simple. If you want lithium exposure without feeling like you are stepping onto a trampoline, this is one of the first names people tend to pull up.
That does not mean everything is smooth. The CEO sold some shares recently, which is never the sort of headline that gets retail investors doing cartwheels, and analyst targets are now close enough to the current price that the easy bargain case is not nearly as obvious as it used to be.
The stock has already had a serious rebound, so the question now is not whether it survived. It is whether there is still enough upside left to keep fresh buyers interested. That is a tougher sell once a comeback gets more crowded.
The good part is Albemarle still looks like one of the cleaner ways to play a longer lithium recovery if you think demand eventually wins and the panic phase is mostly behind us. It just is not sitting in the clearance aisle anymore.
My Take For You: Better for buying on dips than chasing strength. Start small and wait for a calmer entry if it stays hot.
My Verdict: Solid rebound story with real quality, but the easy bargain phase looks mostly gone.
Poll: You open your bank app and see a charge you don’t recognize. What’s your immediate reaction?
Movers and Shakers
Huntington Ingalls Industries Inc [HII]: Premarket Move: -3%
Huntington Ingalls Industries is slipping a bit, even though the long-term story still looks pretty sturdy. This is the biggest military shipbuilder in the country, which is a nice place to be when the world keeps acting like it skipped breakfast and chose violence.
But the stock has had a strong run, and when options activity starts heating up, traders sometimes treat a solid defense name like a trampoline instead of a battleship.
My Take: The business still looks steady, but this may just be a cool-down after a strong climb. Fine to watch for support, but no need to salute and rush in at the open.
Nano Nuclear Energy Inc [NNE]: Premarket Move: +4%
Nano Nuclear Energy is getting a little love because the market likes the sound of a company trying to build more pieces of the nuclear puzzle instead of just waving around reactor dreams.
The HALEU transport angle gives the story another leg, even if the company is still more blueprint than cash machine. This is still a future-heavy stock, but at least the future is showing up with more props now.
My Take: Interesting speculative name if you like nuclear themes and can handle big mood swings. Tiny size only. This is a lab coat trade, not a retirement plan.
Lumentum Holdings Inc [LITE]: Premarket Move: +3%
Lumentum Holdings is still inching higher after a monster run fueled by AI demand, S&P 500 inclusion, and a big new facility plan.
At this point, the stock has so many tailwinds it is basically being pulled by a team of sled dogs, but the problem is everybody can already see them. When a stock runs this hard, even good news starts getting graded on a curve.
My Take: Great story, but this is not where you pound the table after the easy move already happened. Better to wait for a pullback than chase it like the last helicopter out.
Oil Market Momentum (Sponsored)
Rising geopolitical tensions have pushed oil sharply higher and renewed interest in energy equities.
For investors, the key question is not just where crude goes next, but which companies could be best positioned if prices stay firm.
Zacks’ latest report reviews three oil stocks that may deserve attention in this environment.
Access the report.
*The results listed above are not (or may not be) representative of the performance of all selections made by Zacks Investment Research's newsletter editors and may represent the partial close of a position. Access grants you a comprehensive list of all open and closed trades.
*This free resource is being sent by Zacks.com. We look for investment resources and inform you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms of Service".
Everything Else
Anthropic just won a court break that keeps its Pentagon fight alive, so Claude is still very much in the defense-tech chat.
Trump is floating an energy pause tied to the Iran war, which means the oil mood swing is not done messing with markets yet.
Meta’s latest lawsuit mess is adding one more item to the Zuckerberg headache list.
OpenAI’s U.S. ad pilot has already topped a $100 million annualized revenue run rate in just six weeks, which is a pretty fast way to say ads are working.
Snapchat is now facing an EU probe over alleged failures to stop child grooming and illegal sales, which is a rough kind of regulatory attention.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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