Behind the markets

Daily Trades

SPECIAL REPORT: GLP-1 Moonshots: Two Tiny Biotech Firms for 1,000%+ Gains

GLP-1 stimulates the production of incretin, a naturally occurring hormone that makes us feel full.
Learn More

TRADE ALERT: Sell Viking Therapeutics for a 273% gain

I made a bet to hold shares and see how the market digested the stock.
Learn More

TRADE ALERT: Viking Jumps 121% on Strong Results

That was the first thought I had when I saw that shares of Viking Therapeutics (SYM: VKTX) jumped 121% yesterday after posting great results for its weight-loss drug.
Learn More

TRADE ALERT: Krystal Bio Jumps 40% on Strong Earnings

Lots of folks wrote in yesterday to ask about Krystal Biotech (SYM: KRYS). 
Learn More

TRADE ALERT: Sell half of Viking for a 63% Gain

I recommend selling half your shares of Viking Therapeutics (SYM: VKTX) here at $30.58, a 63% gain from our average recommended price of $18.71. 
Learn More

October 2023 Issue: Updates

The 30% sell-off in biotech stocks has given us the opportunity to buy things for the best prices I’ve seen all year.
Learn More

September 2023 Issue: Recursion Pharmaceuticals (SYM: RXRX)

The company has strong technology…made even stronger by the fact that NVIDIA invested $50 million in them this past July
Learn More

TRADE ALERT: Eli Lilly up $50 on weight-loss drug

Lot of folks have written in to ask whether I still think Eli Lilly (SYM: LLY) is a buy up here.
Learn More

June 2023 Issue: 3 Stocks Riding the Weight Loss Wave – (LLY), (NVO), (VKTX)

Let's start by closing out one of our older positions for a small profit. 
Learn More

SPECIAL REPORT: “The King Kong of New Drugs: Companies at the Forefront of the Weight-Loss Revolution.”

This new drug is predicted to help as many as 132 million Americans live longer, healthier and happier lives.
Learn More

deal of the month

best growth stocks

Alliance

Bundle package – lifetime subscriptions for all products

Get Deal

Categories

Behind the Markets

2.3K subscribers

Independent Research for Independent Investors

Behind the Markets
Happy Friday and TGIF—even if I’ve got a packed day of meetings ahead. Today I wanted to take a break from the chaos and answer some of the thoughtful questions you’ve been sending in over the past few weeks. From tariffs to crypto, from Trump’s drug pricing policy to Warren Buffett’s legacy, there’s a lot to unpack. So I figured, why not close out the week by getting into it all? First, let’s talk about the Arizona crypto reserve—yeah, I think it’s a terrible idea. It’s political grandstanding that risks undermining the U.S. dollar. And speaking of financial stability, the bond market is flashing warnings again. With 10-year yields creeping back toward 4.5%, this market is going to have a hard time pushing higher—especially with deficits that look more like COVID-era stimulus than anything sustainable. We also get into stablecoins (spoiler: I’m not a fan), Trump’s 30–80% drug price cut plan (yes, it’s price controls), and the ripple effects that could cause in the biotech and pharma sectors. But there’s also opportunity here—consolidation is coming, and the smart money will be ready. As for Buffett? The man changed my life. His early Berkshire letters are still the greatest investing lessons I’ve ever read, and I highly recommend them to anyone who wants to master this game. So today is a mixed bag—but a meaningful one. Hope you enjoy the Q&A, and have a great weekend. I’ll be playing Uber driver for my daughter during her AP exams. Real life never stops. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkVrWXhMMEdDSlFr

Dylan Jovine | Markets, Tariffs, and Buffett: Dylan’s Take on What’s Next

Happy Thursday! We’ve got a big webinar today at 1 o’clock and I couldn’t be more excited. But before that, I wanted to talk about something that's flying under the radar in the AI boom: power semiconductors. Everyone’s talking about Nvidia’s chips and AI data centers—but nobody’s talking about the energy consumption problem or the companies solving it. President Trump’s Middle East trip brought in a jaw-dropping $142 billion in defense and AI chip deals. Nvidia and AMD alone walked away with major wins, supplying thousands of AI chips to Saudi-backed Humain. But here’s the kicker—AI chips use 10x more energy than traditional computing, and that’s creating a massive need for power semiconductors. They’re the unsung heroes making sure these chips don’t burn out or crash the power grid. That’s where this $3 South Korean company comes in. It makes high-efficiency power semiconductors, has $3 per share in cash, and is trading for just about $3.35. It’s already received two takeover offers in the past, and now it’s growing, buying back stock, and getting deep interest from insiders like Howard Marks. I’ve personally bought shares, and I think the upside here is enormous. We’ll be breaking it all down in today’s webinar—how AI’s data demands are shifting the investment map, why this little company is right at the heart of it, and why it could be the most overlooked gem in the AI ecosystem right now. Hope to see you there. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkFlVzVzenJEMXFN

Dylan Jovine | The $3 Stock Powering the AI Revolution (While No One’s Watching)

Good morning and happy Wednesday. I’m fired up about today’s message because we’ve been watching this tiny South Korean semiconductor company for a while—and now it’s starting to pay off. It’s a $3 stock, makes ultra-efficient power semiconductors, and it’s quietly becoming one of the best bargains in the entire chip sector. And tomorrow, we’re going to dig into it during our live webinar. Here’s why this one’s so exciting: a couple years ago, they got two takeover offers—one from China’s Wise Road Capital—but the U.S. blocked both deals over national security concerns. Since then, this company pivoted hard, replacing U.S. customers with Chinese ones, and now those national security objections are gone. The fundamentals? Rock solid. $200 million+ in annual sales. 25–30% gross margins. Nearly $3 per share in cash. And the stock is still trading around $3.35! Insiders are loading up. Billionaire Howard Marks just bought 2.8 million shares. The company is buying back its own stock. And we’re sitting here watching one of the most mispriced companies in the market. This could be a $10–15 takeover candidate—and we’re still early. So tomorrow’s webinar is a big one. I’ve been waiting patiently while this management team executed their turnaround—and now the table is set. Join us. You’ll want to hear the full story. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LndlWXQtOWpuSkpj

Dylan Jovine | This $3 Semiconductor Stock Could Be a 5X Takeover Target

Load More... Subscribe

Recent posts

3 Smart VIX Trades for the Next Market Shock – 5/16

AI, Markets, Tariffs, Buffett

As Goes Walmart, So Does the Economy

3 Stock Splits You Don’t Want to Miss – 5/15

Tags

Connect with Us

Icon-facebook Icon-btmshare_tw

SPECIAL REPORT: GLP-1 Moonshots: Two Tiny Biotech Firms for 1,000%+ Gains

GLP-1 stimulates the production of incretin, a naturally occurring hormone that makes us feel full.
Learn More

TRADE ALERT: Sell Viking Therapeutics for a 273% gain

I made a bet to hold shares and see how the market digested the stock.
Learn More

TRADE ALERT: Viking Jumps 121% on Strong Results

That was the first thought I had when I saw that shares of Viking Therapeutics (SYM: VKTX) jumped 121% yesterday after posting great results for its weight-loss drug.
Learn More

TRADE ALERT: Krystal Bio Jumps 40% on Strong Earnings

Lots of folks wrote in yesterday to ask about Krystal Biotech (SYM: KRYS). 
Learn More

TRADE ALERT: Sell half of Viking for a 63% Gain

I recommend selling half your shares of Viking Therapeutics (SYM: VKTX) here at $30.58, a 63% gain from our average recommended price of $18.71. 
Learn More

October 2023 Issue: Updates

The 30% sell-off in biotech stocks has given us the opportunity to buy things for the best prices I’ve seen all year.
Learn More

September 2023 Issue: Recursion Pharmaceuticals (SYM: RXRX)

The company has strong technology…made even stronger by the fact that NVIDIA invested $50 million in them this past July
Learn More

TRADE ALERT: Eli Lilly up $50 on weight-loss drug

Lot of folks have written in to ask whether I still think Eli Lilly (SYM: LLY) is a buy up here.
Learn More

June 2023 Issue: 3 Stocks Riding the Weight Loss Wave – (LLY), (NVO), (VKTX)

Let's start by closing out one of our older positions for a small profit. 
Learn More

SPECIAL REPORT: “The King Kong of New Drugs: Companies at the Forefront of the Weight-Loss Revolution.”

This new drug is predicted to help as many as 132 million Americans live longer, healthier and happier lives.
Learn More

Get FREE Daily Stock Tips

Join and receive market insider stock picks, trade alerts and unique investing insights
This field is for validation purposes and should be left unchanged.
By clicking the "Subscribe" button you are accepting our Terms of Use and Privacy Policy.
Behind the markets

Company

Explore

CUSTOMER SERVICE

  • We’re here to help.
    Contact Us:
    Mon – Fri | 10 AM – 7 PM EST
  • 1-800-851-1965

© 2025 Behind the Markets, LLC. All rights reserved.

Join Waitlist

We’re sorry, but due to the popularity of our services, we have reached our max number of subscribers and are not currently accepting more. If spots become available, we will be sure to contact you. Please join the waitlist below.
Thank You!

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.