Rockets and Duds: Week 37 - September 15, 2025

Chris White Sep 15, 2025
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5i Research Weekly Rockets and Duds

Welcome to another week of 5i Research Stock Market Rockets and Duds. 

MDA Space Ltd. MDA 🚫🚫🚫  Today's class is how to get your stock to drop 30%. First lesson: Lose a big contract. MDA got an 'A' on this lesson last week as EchoStar terminated a satellite constellation contract with the company. Now, it's not really MDA's fault. EchoStar (SATS) has completely changed its business strategy and has been selling its wireless spectrum and loading up on cash (estimated soon at $24 billion). But giant satellite contracts do not come around every day, and MDA investors sensed the sky was falling. 
 
Hive Digital Technologies Ltd. HIVE 🚀🚀🚀 HIVE rose 44% last week on news it has completed phase 2 of its Yguazu data centre in Paraguay, reaching 200 MW of local operational capacity. Other news in the data centre space (see below) certainly didn't hurt, either. HIVE has now surpassed 18 exahash per second of global bitcoin mining capacity. Please don't ask us to explain what that means. 
 
Nebius Group NBIS 🚀🚀🚀 The second class this week is how to get your stock to rise 38%. The answer, simply, is to sign a $19.4 billion contract with Microsoft over six years, with the total value of the contract more than your entire market capitalization. Nebius, a provider of data centre services, along with other divisions, aced this class last week with its big announcement. 
 
Warner Bros Discovery Inc. WBD 🚀🚀🚀 "Hey, what's up Doc?'. Our stock is up, Bugs! Holy wascally wabbits, Warner Bros. rose 56% last week as Paramount Skydance is looking to buy the media and entertainment company in a mostly cash deal. Warner Bros. followed up this excitement with a bunch of Emmy wins on Sunday night. Investors are loving the stock price and money gains more than the gold statues, it looks like. 
 
Summit Therapeutics Inc. SMMT 🚫🚫🚫 Summit tried to reach the summit last week, but it looks like it fell off a cliff instead, with a 27% decline. Its high-profile lung cancer drug failed to meet the bar for overall survival. Analysts now do not expect the FDA to grant approval for the drug, which potentially could have brought in $15 billion to the company. Nobody wins in this one.

Take Care,

Peter's Signature

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Analysts of 5i Research responsible for this report do not have a financial or other interest in securities mentioned. The i2i Fund has a financial or other interest in NBIS.
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