5i Research Weekly Rockets and Duds
Just for fun, how about this? If you annualized, without even compounding, the Dow Jones' first week of the year's return, the market would be up 156% by the end of 2026. One can dream.
Yes, the markets are hot. We had a hard time finding any 'Duds' to talk about in this blog. But we have one. Here goes:
Gold Reserve GRZ
Give be an 'A'. Give me an 'R. Give me a 'B'. Give me a few more letters! What does it spell? ARBITRATION. Gold Reserve shareholders were big winners last week, with a gain of 132%, after the US stormed Venezuela and aimed for a regime change (even though it said it wouldn't). How does this help Gold Reserve, well, the company had gold deposits in Venezuela that were seized by Hugo Chavez in 2008. GRZ has been in arbitration to get some compensation ever since. Some estimate the deposits could hold $44 billion in gold. Investors are banking that GRZ will at least now get some money in compensation.
Gold Reserve GRZ
Give be an 'A'. Give me an 'R. Give me a 'B'. Give me a few more letters! What does it spell? ARBITRATION. Gold Reserve shareholders were big winners last week, with a gain of 132%, after the US stormed Venezuela and aimed for a regime change (even though it said it wouldn't). How does this help Gold Reserve, well, the company had gold deposits in Venezuela that were seized by Hugo Chavez in 2008. GRZ has been in arbitration to get some compensation ever since. Some estimate the deposits could hold $44 billion in gold. Investors are banking that GRZ will at least now get some money in compensation. 
First Solar Inc. FSLR 
Things were not so 'sunny' at First Solar last week, with shares down 9% so far in 2026. The stock got several downgrades as analysts cited 'limited policy support'. This is the analysts' chicken-out way of saying 'the current administration doesn't believe in climate change and hates solar'. Analysts also questioned future margin growth at the company. Also (we are adding this) First Solar has limited direct connection to AI, so no one cares.
Things were not so 'sunny' at First Solar last week, with shares down 9% so far in 2026. The stock got several downgrades as analysts cited 'limited policy support'. This is the analysts' chicken-out way of saying 'the current administration doesn't believe in climate change and hates solar'. Analysts also questioned future margin growth at the company. Also (we are adding this) First Solar has limited direct connection to AI, so no one cares. 
Karman Holdings Inc. KRMN Defense! Defense! Defense! Ah, yes, the joy some industries can feel from a simple random social media message from the President. Trump randomly sent out on Truth Social that defense spending should be $1.5 trillion annually, and not just a measly $1 trillion. We guess this makes perfect sense, considering the US is at war already with several countries and seems intent on taking over Greenland and Canada too. The defence sector took notice and went crazy. Karman, which makes mission critical systems for missiles, is now up 45% this year. It didn't hurt either than KRMN got a new contract, made an interesting acquisition, and received some broker target upgrades last week as well.
Defense! Defense! Defense! Ah, yes, the joy some industries can feel from a simple random social media message from the President. Trump randomly sent out on Truth Social that defense spending should be $1.5 trillion annually, and not just a measly $1 trillion. We guess this makes perfect sense, considering the US is at war already with several countries and seems intent on taking over Greenland and Canada too. The defence sector took notice and went crazy. Karman, which makes mission critical systems for missiles, is now up 45% this year. It didn't hurt either than KRMN got a new contract, made an interesting acquisition, and received some broker target upgrades last week as well. 
Regencell Bioscience RGC Wow. We mentioned RGC last week in our review of the full-year 2025 stock market Rockets. We didn't want to, but it went up so much in 2025 that we kind of had to. Well, RGC must have been offended and said, 'we'll show those guys at 5i Research' and decided to go up another 122% last week alone. Market cap is $22 billion now. It, like last week, still has no revenue. One day, mark our words, it will be in the DUD list. But not last week.
Wow. We mentioned RGC last week in our review of the full-year 2025 stock market Rockets. We didn't want to, but it went up so much in 2025 that we kind of had to. Well, RGC must have been offended and said, 'we'll show those guys at 5i Research' and decided to go up another 122% last week alone. Market cap is $22 billion now. It, like last week, still has no revenue. One day, mark our words, it will be in the DUD list. But not last week. 
Alumis Inc. ALMS Got an itch? Got red patches on your skin? Pus-filled bumps? Don't worry, you can still get a date, providing you were a shareholder of Alumis, because you are now, probably, rich. ALMS shares soared last week for a 106% gain on new of a very successful Phase III trial for treating moderate to severe plaque psoriasis, which causes the symptoms in the first sentence. ALMS used the good news to raise $300 million in new equity. Investors now have more, em, scratch.
Got an itch? Got red patches on your skin? Pus-filled bumps? Don't worry, you can still get a date, providing you were a shareholder of Alumis, because you are now, probably, rich. ALMS shares soared last week for a 106% gain on new of a very successful Phase III trial for treating moderate to severe plaque psoriasis, which causes the symptoms in the first sentence. ALMS used the good news to raise $300 million in new equity. Investors now have more, em, scratch. 
Take Care,
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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 KRMN.
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