Can’t stop, won’t (Game)Stop: Ryan Cohen is not taking “no” for an answer. After eBay rebuffed GameStop’s $55.5 billion unsolicited offer last week, a 13D filing on Tuesday showed that the video game and collectibles retailer increased its stake in eBay to 6.65% from 5% via options. In an interview with ProCap’s Anthony Pompliano last week, Cohen said, “I want the business,” and that “we’re going to do whatever we obviously need to do in order to bring this proposal in front of the true owners of the business.” And now it seems the game is afoot!
Stocks climbed broadly on Wednesday as a pullback in Treasury yields lifted sentiment.
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For a window into what active traders are doing, subscribe to EntryPoint. Packed with market insights, macro themes mapped to micro ideas, technical signals, screens, and charts, this newsletter drops every Monday, Wednesday, and Friday.
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Nvidia did it. Again. The world’s most valuable company reported better-than-expected Q1 results along with strong sales guidance for Q2 after the bell on Wednesday.
Results for its fiscal Q1 2027 exceeded estimates across the board, the chip designer’s 15th consecutive top-line beat and 14th straight quarter in which the company posted better-than-expected adjusted earnings per share. Management also boosted its buyback authorization by $80 billion and raised the quarterly dividend to $0.25 from $0.01. As usual, the postmarket action whipsawed as investors digested the results and dialed in for CEO Jensen Huang’s remarks.
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- During the conference call, analysts listened for potential upside to Huang’s March announcement that sales of Blackwell and Rubin chips (as well as associated networking equipment) would top $1 trillion through 2027.
- In particular, the outlook for its Vera CPUs as well as for products developed with Groq’s capabilities was in focus as potential fresh avenues for even more growth. Both address parts of the supply chain that are seemingly facing more constraints than GPUs — CPUs thanks to the particular compute requirements of AI agents, and memory as widening context windows reduce the speed of models and increase token usage.
- In recent quarters, Nvidia has enjoyed an initial pop following earnings only to see that fizzle out thereafter — sometimes because of what Huang has said, and other times for seemingly no reason whatsoever.
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Nvidia, the First Big Thing in the AI boom, was the second-best performer in the Magnificent 7 in 2026 heading into this report, up about 20%. However, it’s more of a laggard (and a dullard) relative to its semiconductor peers, as traders have been more aggressively bidding up companies tied to memory, networking, and CPUs that are benefiting from AI-induced shortages.
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The Gold Play Most Investors Miss |
For years, conventional wisdom has held that when interest rates go up, gold prices come down.
The past two years have debunked that trend. Gold prices have been soaring despite increased interest rates, driven by a structural shift in global demand. For investors, the rules are being re-written — and the need for a smart entry point has never been greater.
In a shifting macro environment, Versamet (Nasdaq: VMET) offers a way for investors to get exposure to gold through a high-margin royalty model.
Unlike traditional mining stocks, Versamet doesn't operate mines; they provide capital upfront and receive revenue as attributable Gold Equivalent Ounces (GEOs), helping to insulate the business from rising costs that often squeeze miners during inflationary periods.
Led by a team with an impressive track record in the royalties and mining sector, Versamet is building a portfolio of long-life assets designed for durability — regardless of where rates head next.
Want to learn more about the Versamet model? Read more here.
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On May 24, more than 40 athletes — nearly all of them openly taking performance-enhancing drugs and supplements — will dive into pools, bolt across the track, and lift barbells in the Enhanced Games. Over the past two years, the company behind the provocative event raised money from the likes of Peter Thiel and Donald Trump Jr. to deliver “a world-class sporting event.”
But the business is no longer about the event itself. Behind the sporting spectacle lies a high-stakes product demo for Enhanced Group’s longevity drug business.
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- The ultimate gamble is simple: Enhanced hopes millions of people will watch athletes shatter world records using unapproved, biohacked treatments and immediately want to buy some for themselves.
- It’s a $31 million gamble: we broke down what the company is spending on prizes, athletes, and facilities, like a $6.6 million portable pool.
- The athletes are also part of the product. Most of them are part of a clinical research study designed to generate a proprietary dataset on the safety and tolerability of performance-enhancing substances, which the company says is a “durable competitive advantage.”
- CEO Maximilian Martin compared the business to Formula 1, where high-end engineering for elite racing “trickles down” to commercial road cars. “So what really is the key ingredient, the magic sauce, is the IP on how to prescribe to certain individuals that have certain objectives,” Martin said.
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So far, the stock has a single analyst rating from Lucid Capital Markets, which rates the company a “buy” and has a price target of $15, citing booming demand for longevity treatments among the rising “mass affluent” class. “Love it or hate it, the Games and the marketing content that come out of them will likely be far more memorable than the standard fare of before-and-after weight loss photos,” the analyst wrote, and we have to agree.
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The annual Axios Harris Poll 100 highlighted that with rising prices and strained relationships between Americans and corporations, the companies with the highest-ranked reputations are “the ones Americans feel are helping them get ahead.” In general, Americans had positive attitudes toward market-driving tech juggernauts and car manufacturers (minus Tesla, which was No. 1 on the list of least reputable). Americans also had less favorable attitudes toward media giants and social media.
See the full list
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Advertiser's disclosures:
IMPORTANT: HIGH-RISK INVESTMENT
Investing in mining stocks involves a high degree of risk. You could lose your entire investment.
This content is sponsored by Versamet Royalties Corporation (“Versamet Royalties”). Katusa Research (www.katusaresearch.com) has received cash compensation of one million three hundred thousand dollars from Versamet Royalties for the preparation and dissemination of this content. Katusa Research is extremely biased. Katusa Research, its owners, directors, and employees may directly or indirectly own shares of Versamet Royalties. Measures are in place such that no shares will be sold during the active marketing awareness campaign.
Katusa Research, as a publisher, is not a broker, investment advisor, or financial advisor in any jurisdiction. The information provided is for informational purposes only and does not constitute a recommendation to buy, sell, or hold any security. Please do not rely on the information presented as personal investment advice. If you need personal investment advice, please consult a qualified and registered broker, investment advisor, or financial advisor.
This content contains forward-looking statements that involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those anticipated. Such factors include those set out under the heading “Risk Factors” in the Versamet Royalties’ final non-offering long form prospectus dated May 12, 2025 and short-form base shelf prospectus dated August 1, 2025, both available for review on the Versamet Royalties’ profile at www.sedarplus.ca, as well as the Company’s Form 20-F filed with the SEC on March 4, 2026, available for review on the Company’s profile at www.sec.gov/edgar.
There can be no assurance that any forward-looking statements will prove to be accurate. Readers should not place undue reliance on forward-looking information. Neither Katusa Research nor Versamet Royalties undertakes any obligation to update forward-looking statements except as required by law.
Mineral resources are not mineral reserves and do not have demonstrated economic viability. There is no certainty that all or any part of the mineral resources will be converted into mineral reserves. Inferred mineral resources have a lower level of confidence than Indicated mineral resources and must not be converted to mineral reserves. Investors are cautioned not to assume that all or any part of an inferred mineral resource is economically or legally mineable.
The estimate of mineral resources may be materially affected by environmental, permitting, legal, title, taxation, sociopolitical, marketing, or other relevant factors.
Past performance is not indicative of future results. Historical returns, including those referenced in this content, should not be taken as an indicator or predictor of future stock prices. The value of investments can go down as well as up, and investors may lose their entire investment.
Before making any investment decision, readers should review Versamet Royalties’ public filings available at www.sedarplus.ca (for Canadian filings) and www.sec.gov (for U.S. filings), including annual information forms, technical reports, and financial statements.
Information in this content regarding Versamet Royalties has been derived from its SEDAR+ and SEC filings.
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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate... See more
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