Trade These, Not Those: Momentum, Milestones, and Market Ignition

August 5, 2025

DENVER, Colo., Aug 05, 2025 (247marketnews.com)- In a market environment where M&A premiums have already been captured, it’s time to rotate into names where the real upside may just be getting started.

Trade These:

SolarMax Renewable Energy Provider, a wholly owned subsidiary of SolarMax Technology (NASDAQ:SMXT), entered into a major $127.3 million EPC agreement with Longfellow BESS I LLC for a 430 MWh battery energy storage system (BESS) in Pecos County, Texas. The contract includes a full suite of engineering, procurement, and construction services, and is scheduled for completion by June 30, 2026. SolarMax will also take an 8% equity stake in Longfellow, aligning with its strategic expansion into utility-scale infrastructure.

“This contract represents a key step in scaling our commercial footprint in the United States and validates our strategy to diversify beyond residential solar into commercial-scale EPC services,” said David Hsu, CEO.

Kraig Biocraft Laboratories (OTCQB:KBLB) just completed its largest-ever production run of recombinant spider silk, with over 250kg of silk cocoons reeled using new automation techniques. This progress supports their vision to become the first vertically integrated spider silk producer. The material holds major promise for military textiles, medical applications, and high-performance apparel. Reeling automation will dramatically reduce costs while new rearing capacity in Asia boosts scalability.

“We’re already seeing how those adjustments lead to better, more consistent fibers,” said Jon Rice, COO.

Shattuck Labs (NASDAQ:STTK) announced a private placement financing agreement that could generate up to $103 million in gross proceeds. The company develops novel therapeutics targeting TNF superfamily receptors, a space with strong scientific interest and significant medical need. The raise suggests investor conviction ahead of key pipeline catalysts, and arms the company with non-dilutive optionality for development expansion.

Siyata Mobile (NASDAQ:SYTA) is executing a $185 million reverse merger with Core Gaming, pivoting from rugged mobile hardware to AI-driven entertainment. The stock has a tiny float and elevated short interest, making it one of the most compelling technical setups in small-cap land. If the deal closes and Nasdaq approval clears, insider activity and institutional capital could drive a swift revaluation.

Arteris (NASDAQ:AIP) just landed a major IP licensing deal with AMD (NASDAQ:AMD), which will use Arteris’ FlexGen network-on-chip (NoC) technology in its next-gen AI chiplets. This positions Arteris directly within the AI semiconductor buildout, supporting chip-level data transport across AMD’s vast product portfolio from data center to edge. The validation from AMD signals strong commercial traction in a high-growth space.

Ardelyx (NASDAQ:ARDX) raised 2025 revenue guidance for its GI drug IBSRELA to $250M–$260M, reflecting sustained demand and strong Q2 execution. The company continues to beat expectations, and its commercial trajectory adds credibility to long-term upside.

Lemonade (NYSE:LMND) popped after reporting GAAP EPS of -$0.60, beating by $0.20, and Q2 revenue of $164.1M, beating estimates by $3.3M. Strong IFP guidance shows the insurance innovator is finally moving from disruptor to operator in the eyes of the market.

American Eagle Outfitters (NYSE:AEO) is riding a viral marketing wave, leveraging social media and influencer traction to punch above its weight in a volatile retail environment. Watch closely for EPS inflection and further trend momentum.

Not Those:

Y-mAbs Therapeutics (NASDAQ:YMAB) is being acquired by SERB Pharmaceuticals in a $412 million all-cash transaction. With shares already trading near the buyout price, the remaining upside is minimal.

STAAR Surgical Company (NASDAQ:STAA) is being bought by Alcon Inc. (NYSE:ALC) for $28 per share in cash, and the deal is largely priced in. The window for trading alpha has closed.

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For additional 247marketnews.com Siyata disclosure https://247marketnews.com/syta-siyata-mobile-update/, or https://247marketnews.com/kblb-disclosure/ for KBLB disclosure.

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