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Trading Update for Premium Subscribers, May 4, 2026

Daniel Carlson -
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~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank...
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Micro-Cap Revenge: The Small Stock Rally Is Just Getting Started

Daniel Carlson -
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The TW portfolio gained another 10% this past week. We can add that to the prior week’s 15% and the one before that’s 40%....
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Trading Update for Premium Subscribers, May 1, 2026

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~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank...
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Aeluma Appoints Willy Rachmady Vice President of Strategic Partnerships and Ecosystem

Daniel Carlson -
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TW's Take: Another solid hire as it's becoming increasingly clear that Aeluma is moving methodically down the path to commercial adoption. Veteran Intel Semiconductor...
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Semi-Serious Excess

Daniel Carlson -
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Last week’s newsletter headline was “Letting It Ride,” where I talked about the blackjack style of my first boss, Geno Eng. His rule was...
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Ondas Completes Merger of U.S. Defense Prime Contractor Mistral, Brings Programs in Excess of...

Daniel Carlson -
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TW's Take: excellent news that is going to force analysts to raise estimates for ONDS. Establishes Direct Access to U.S. Army and Special Operations IDIQ...
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Aeluma to Participate in SPIE Defense + Security Conference

Daniel Carlson -
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Company to Showcase Large-Diameter Wafer Platform for Sensing and Communications at Conference Exhibition GOLETA, Calif., April 23, 2026 (GLOBE NEWSWIRE) -- Aeluma, Inc. (NASDAQ: ALMU), a...
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Aeluma Receives NASA Award for Integrated Quantum Dot Lasers

Daniel Carlson -
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TW's Take: further confirmation of impending commercial success across multiple markets. Funding to Accelerate Commercialization of Quantum Dot Lasers for Silicon Photonics GOLETA, Calif., April...
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Letting It Ride

Daniel Carlson -
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When I started trading on the Boston Stock Exchange in the summer of 1987, one of my bosses was a very interesting Chinese man...
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Trading Update for Premium Subscribers, April 16, 2026

Daniel Carlson -
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~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank...
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Kazia Therapeutics Strengthens Scientific Leadership with Appointment of Dr. Sudha Rao as Chief Scientific...

Daniel Carlson -
0
TW's Take: Kazia continues to build out an outstanding oncology platform. SYDNEY, April 15, 2026 /PRNewswire/ -- Kazia Therapeutics (NASDAQ: KZIA), a clinical-stage oncology company developing differentiated therapies...
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INmune Bio Inc. Announces New Preclinical Data at AACR 2026 Demonstrating INB03 (XPro1595) Overcomes...

Daniel Carlson -
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BOCA RATON, Fla., April 16, 2026 (GLOBE NEWSWIRE) -- INmune Bio Inc. (NASDAQ: INMB) (the “Company”), a clinical-stage biotechnology company focused on developing therapies...
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Energous Reports Continued Commercial Momentum, Expanding Fortune 10 Deployments, and a Growing Multi-Vertical Proof-of-Concept...

Daniel Carlson -
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TW's Take: a very, very positive update. WATT continues to fire on all cylinders and the rollout is still in the first inning. Could...
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Kazia Therapeutics Expands Oncology Platform with First-in-Class SETDB1 Inhibitor Drug Development Platform

Daniel Carlson -
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TW's Take: more positive momentum for Kazia as they continue to add interesting programs on excellent terms. Expect to see meaningful partnerships formed as...
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Aeluma Secures More Than $4 Million in Contracts for Quantum Materials and Lasers

Daniel Carlson -
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TW's Take: this is very big news from the standpoint that the partnership and quotes from both Tower Semi and Sumitomo should provide investors...
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Bouncing…

Daniel Carlson -
7
The past week was an excellent one in the market, as hopes arose for a speedy end to the war. As I said last...
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Ondas Selected to Deploy Counter-Drone Protection for the 2026 FIFA World Cup

Daniel Carlson -
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TW's Take: a very nice win which will create a lot of visibility for Ondas' drone defense systems while cementing its position as a...
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While the Market is Down, Pay Attention to These Stocks

Daniel Carlson -
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Markets had a bounce this past week from their oversold level. But, with a couple planes going down over Iran, does anyone believe that...
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Trading Update for Premium Subscribers, April 2, 2026

Daniel Carlson -
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~ This article is available for premium subscribers only. Please do not share the information here with non-premium subscribers or with company managements. Thank...
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Where Do We Go From Here?

Daniel Carlson -
4
I've been negative on the market and nothing I'm reading in the news is giving me reason to change my opinion on a week-to-week...
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DFC Advisory Services LLC (dba TW Research Group) is not an investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.