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Merlintrader Trading Pub
Biotech catalyst news and analysis. FDA PDUFA tracker

Merlintrader Trading Pub
Biotech catalyst news and analysis. FDA PDUFA tracker
Category Stocks suggested by members
Stocks suggested by members
Astrotech ($ASTC ) Deep Dive — a tiny public shell wrapped around real detection technology
Astrotech is one of those names that can fool almost everyone at first glance. The company name still carries a legacy aerospace flavor, the ticker is tiny, the market capitalization is microscopic, and the chart can make it look like a forgotten penny stock with occasional bursts of life. But once you actually go through the filings, the press releases, the management changes, and the product portfolio, a more nuanced picture appears. Astrotech today is not really a “space” business in the way casual traders might assume. It is a commercialization vehicle built around proprietary mass spectrometry and gas chromatography platforms, with the strongest current business relevance in security screening and detection through 1st Detect, and a secondary emerging angle in field environmental testing through EN-SCAN.
United States Antimony ( $UAMY ) – Pentagon Demand, Commercial Scale and the 2026 Execution Test
United States Antimony Corporation (NYSE American: UAMY) has positioned itself as a critical-minerals player through two landmark contracts announced in late 2025: a five-year, sole-source IDIQ agreement with the U.S. Defense Logistics Agency worth up to $245 million, and a new five-year commercial supply deal with a major U.S. industrial fabric manufacturer valued at approximately $107 million. Together, these contracts—announced over a 60-day period in September–October 2025—represent combined long-term visibility of up to $352 million.
Rumble Inc ( $RUM )
Executive summary
Rumble is no longer just a politically differentiated video platform. After FY 2025 results, the company is trying to present itself as a three-layer story: a creator and media platform, an advertising and subscription monetization engine, and a cloud / GPU infrastructure business that could become much more material if the Northern Data transaction closes.
Horizon Aircraft Ltd ( $Hovr ) lower-cost VTOL pitch gets sharper
Horizon Aircraft’s latest update was not about a signed order or a certification milestone. It was a commercial positioning update: management is now leaning harder on the argument that the Cavorite X7 could operate at materially lower cost than helicopters, while continuing a visible March–April industry-events circuit to keep the platform in front of operators, investors and policy stakeholders.
Zeta Global Holdings Corp ( $ZETA )
Zeta Global ended 2025 with roughly $1.3 billion in revenue, high-20s growth, expanding margins and a still-modest GAAP net loss, while launching a strategic collaboration with OpenAI to power Athena, its enterprise AI marketing agent. The investment case now revolves less around “can they grow” and more around “can they sustain growth, expand margins and prove that their data and AI stack is truly differentiated.
Plug Power Inc ( $PLUG ) Hydrogen Turnaround or Capital-Intensive Value Trap?
Plug Power wants to be more than a meme hydrogen stock. In its filings and official presentations, the company describes itself as a provider of comprehensive hydrogen solutions that cover:
– Electrolyzers for green-hydrogen production,
– Production plants and liquefaction/purification infrastructure,
– Distribution and logistics (trailers, storage, on-site equipment), and
– End-use systems for material handling, stationary power and mobility.
Uranium Energy Corp ( $UEC ) From explorer to integrated U.S. uranium supplier?
UEC is positioning itself as one of the key U.S. uranium names for the new nuclear cycle: in-situ recovery hubs in Texas and Wyoming, a large resource and project base in the United States and Canada, and the launch of a dedicated refining and conversion vehicle designed to move the company beyond the role of “pure miner” into the broader fuel value chain.
i-80 Gold Corp ( $IAUX ) Nevada hub-and-spoke gold growth story under construction
i-80 Gold Corp (IAUX) – Nevada hub-and-spoke gold growth story 2026 Gold & Precious Metals – Deep Dive 2026 i-80 Gold Corp (IAUX) – Nevada hub-and-spoke gold growth story under construction A Nevada-focused gold developer trying to turn a cluster…
SKYX Platforms Corp ( $SKYX ) Smart Ceiling Plugs
SKYX Platforms is trying to turn a seemingly boring standard – the ceiling light socket – into a plug-and-play infrastructure layer for lighting and smart-home devices, backed by dozens of patents, distribution partnerships and collaborations with larger technology players. Revenue growth is strong and the product vision is ambitious, but the business is still loss-making and depends on external capital, disciplined execution and a long time horizon.
New Found Gold Corp ( $NFGC )
From pure exploration play to potential emerging producer: where New Found Gold stands after years of drilling at Queensway and the fresh Hammerdown PEA, and what really matters for risk/reward over the next cycle.
Americas Gold and Silver Corp ( $USAS ) Record production and the 2026 Inflection
Americas Gold and Silver Corporation (NYSE American: USAS / TSX: USA) is a Toronto-based junior silver producer with three active mining assets in the United States and Mexico. After years of restructuring, the company has entered a genuine inflection phase: FY2025 silver production reached a record 2.65 million ounces (+52% YoY), the Q3 FY2025 adjusted EBITDA turned positive for the first time, and analyst consensus revenue forecasts for FY2026 have been revised up by +265% to $383 million.
United States Antimony ( $UAMY ) – domestic critical minerals with a multi-year Pentagon angle
UAMY operates the only antimony smelters in North America and is trying to evolve from a small specialty-metals producer into a strategic supplier to the U.S. defense stockpile, underpinned by record revenue growth, a five-year Defense Logistics Agency contract and fresh capital to expand mining and processing capacity.
APLD Applied Digital
Applied Digital Corporation (Nasdaq: APLD) has emerged as one of the most talked-about names in the AI infrastructure space in 2026. Following a decisive pivot from Bitcoin mining and blockchain services (2021–2023) to purpose-built data centers for high-performance computing (HPC) and artificial intelligence workloads, the company has delivered explosive revenue growth