financefocus

Markets First. Narratives Second.
Long-term buy & hold investor.
Stocks, geopolitics & the stories shaping our world.
Not a financial advisor

[financefocus @financefocus7]

As of June 2026, Archer is in FAA Phase 4 testing.

$ACHR

[financefocus @financefocus7]

As of April 2026, $ACHR has achieved 100% FAA Means of Compliance for its Midnight eVTOL, begun piloted flight testing, and is advancing US/UAE pilot programs with plans for first passenger carrying flights later this year.

[financefocus @financefocus7]

Since my March 19th post, $VREOF has kept moving.

They bought more cannabis businesses, added new stores/markets, and reported Q1 revenue of $106.2M, up 333% from last year.

The growth plan is happening. Now they have to prove they can put it all together.

[financefocus @financefocus7]

$VREOF is beaten down and nobody’s paying attention. Vireo Growth is buying up struggling cannabis companies for cheap while waiting for Trump’s marijuana rescheduling to go through.
When it does, a brutal tax penalty disappears and this company become way more profitable.

[financefocus @financefocus7]

Vanda Pharmaceuticals $VNDA develops medicines for mental health, sleep disorders, motion sickness, and inflammation.

The chart below shows $VNDA’s key progress, approvals, launches, and upcoming updates.

[financefocus @financefocus7]

Tyra Biosciences $TYRA is making targeted medicines for cancer and rare diseases.

The chart below shows the company’s key progress so far, from its start and IPO to drug trials, FDA updates, and upcoming data.

[financefocus @financefocus7]

Two months after my first post, $WEN has bounced on potential Peltz/Trian take private rumors, not because the business suddenly improved. U.S. comps remain weak, store closures are ongoing, leadership is interim, and 2026 is still a “rebuilding year.”

[financefocus @financefocus7]

$WEN peaked around $28 in 2021 and never recovered. Now $7, lowest in over a decade. U.S. same-store sales down 11% last quarter. CEO gone, interim in place. Closing 300+ stores by mid-2026. Also closed 240 in 2024. Called 2026 “a rebuilding year.” A Frosty isn’t saving this.

[financefocus @financefocus7]

Two months after I first posted about $LULU, the stock currently sits in the low $120s, guidance was soft, U.S. demand remains weak, leadership is changing, and the proxy fight with founder Chip Wilson adds more uncertainty.

[financefocus @financefocus7]

$LULU had a monster run post COVID and collapsed. Peaked near $500. Now $163, lowest since 2017. CEO quit, founder launched an activist campaign against the board. U.S. comps down 5%, margins crushed by tariffs. Down 55% in 12 months. Once athleisure’s darling, now lost.

[financefocus @financefocus7]

Two months after my original post, $CPB still looks like the same story: Rao’s, Campbell’s premium pasta sauce growth asset, is the bright spot, but earnings were weak, guidance was cut, and the stock still sits around $20.

[financefocus @financefocus7]

$CPB had a crazy run during COVID and never recovered. Ran to $51. Now $23, lowest since 2008. Missed EPS, missed revenue, cut guidance. Now one of the smallest S&P 500 stocks and at risk of being kicked out.

[financefocus @financefocus7]

$GIS is what happens when “defensive” turns into “no growth.”

Pantry brands carried it through COVID.

Inflation helped pricing.

Then volumes cracked, Blue Buffalo slowed, and the multiple collapsed.

From the $90s to $34.

The market isn’t paying for cereal nostalgia.

[financefocus @financefocus7]

$HRL used to be the boring blue chip that worked.

Then the staples trade broke.

Ran to the mid-$50s during COVID. Now $20, back near decade lows.

Volumes weak, margins pressured, growth nowhere to be found.

A Dividend King that went from “sleep well at night” to dead money.

[financefocus @financefocus7]

10x Genomics $TXG makes tools that help researchers study individual cells and tissue biology in detail to better understand disease and human health.

Here’s a recent look at the company’s product progress.

[financefocus @financefocus7]

Prime Medicine $PRME is developing one time gene editing medicines to fix disease causing DNA mutations, here’s a look at the company’s progress so far.

[financefocus @financefocus7]

Planet Labs $PL uses satellites to capture Earth imagery and sell data that helps customers monitor real world changes from space and here’s its progress so far.

[financefocus @financefocus7]

Here’s the progress for Navitas Semiconductor $NVTS , a power chip company making GaN and SiC semiconductors that help AI data centers, chargers, industrial equipment, and energy infrastructure convert electricity more efficiently.

[financefocus @financefocus7]

$NNE is building the small nuclear reactors AI data centers desperately need.

They just filed to build their first one.

Watching this closely. 👀

@nano_nuclear

[financefocus @financefocus7]

NeuroOne Medical Technologies $NMTC makes tiny, minimally invasive medical devices that help doctors find and treat problem areas in the brain.

From FDA clearance toward commercial expansion.

Keep an eye on this one.

[financefocus @financefocus7]

$WHR is down 68% over 10 years.

Now ~$56, $3.6B market cap, P/E under 10.

Rep. Maria Elvira Salazar disclosed buying Whirlpool, purchased March 18 this year, filed April 22.

Politician buying a beaten down stock.

Interesting.

[financefocus @financefocus7]

NOVAGOLD Resources $NG is a development-stage mining company focused on advancing the Donlin Gold project in Alaska, one of the world’s largest undeveloped gold deposits, with permitting and bankable feasibility work now moving forward.

Supporting visuals below ↓ worth a look.

[financefocus @financefocus7]

$MAZE (Maze Therapeutics) is a clinical-stage biotech developing oral small-molecule precision medicines for kidney and metabolic diseases, using human genetics to pick its drug targets.

Roadmap, analyst targets, YTD below. 👇

[financefocus @financefocus7]

While retail was sleeping, Steve Mnuchin’s Liberty 77 Capital L.P. quietly accumulated ~$57M of $LION across 4 buys last summer at an avg ~$6.50.

Stock has nearly doubled.

[financefocus @financefocus7]

$LCID down 94% all time.

Spiked to $563, now $5.93.

Market cap: $2.17B.

Went public via SPAC in 2021 at a $90 billion valuation.

Never made a profit.

Promised 49,000 cars in 2021. Produced 8,000 in 2023.

No P/E. Still burning cash. Still diluting shareholders.