Deep-Sea Mining Play, $SNOW Investment Case, $DAL Insider Buy, $HTZ Ackman Boost, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- U.S. Deep-Sea Push Could Boost a Little-Known Mining Firm
- Burke Wealth Management: Snowflake ($SNOW) Investment Case
- Delta Chairman Doubles Down After Tough Start to 2025
- Trending Tickers: $STM’s Overhaul, $IE’s Copper Funding, $HTZ’s Ackman Boost
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U.S. Deep-Sea Push Could Boost a Little-Known Mining Firm
A potential initiative by the Trump administration to stockpile deep-sea metals could provide momentum for The Metals Company ($TMC), a Canadian firm specializing in ocean-floor mineral exploration. According to a Financial Times report, the administration is considering an executive order aimed at building a U.S. strategic reserve of polymetallic nodules from the Pacific Ocean’s Clarion-Clipperton Zone, which contain critical materials like nickel, cobalt, copper, and manganese—essential components for batteries, electrical grids, and infrastructure. TMC, which recently initiated applications for U.S. exploration licenses, might benefit if such plans materialize. The company’s approach involves collecting potato-sized rocks from the seafloor using robotic vehicles, which they argue causes less environmental impact than traditional mining methods. This possible policy direction reflects growing interest in securing diverse supply chains for materials critical to modern technology and energy systems. Read the full article here.
Burke Wealth Management: Snowflake ($SNOW) Investment Case
Burke Wealth Management has reinvested in Snowflake following a strategic exit after Q4 2023 earnings, when legendary CEO Frank Slootman announced his retirement and 2024 guidance fell short of expectations. The firm describes their return as “Chapter two of the Prodigal Son Returns,” noting they waited for concrete evidence of progress under new CEO Sridhar Ramaswamy. That confirmation came with Q3 2024 results, which showed stabilized consumption trends in the core data analytics business and the launch of several AI-focused product offerings. Burke maintains their original investment thesis from summer 2023—that companies implementing AI solutions first need accessible and secure data, positioning Snowflake advantageously in the AI ecosystem. While acknowledging that the path from infrastructure investment to productivity-enhancing applications isn’t always straightforward, they remain confident that Snowflake will be “a big player in helping enterprises get their data accessible and safely delivering AI solutions” as organizations seek to capitalize on the hundreds of billions being invested in artificial intelligence. Read the full article here.
Delta Chairman Doubles Down After Tough Start to 2025
David Taylor, chairman of Delta Air Lines and former CEO of Procter & Gamble, bought 10,000 shares of $DAL at $39.20 each—an investment totaling $392,000. The move increased his holdings by 9.4%, marking his largest purchase out of 14 total trades tracked by InsiderEdge. The buy comes as $DAL stock has struggled this year, weighed down by negative developments including a cut to Delta’s revenue growth forecast last month and broader economic uncertainty tied to ongoing tariff tensions. According to InsiderEdge data, Taylor has a strong track record on his trades. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $STM’s Overhaul, $IE’s Copper Funding, $HTZ’s Ackman Boost
This week, several stocks gained attention following notable announcements. Here’s a breakdown:
- STMicroelectronics ($STM): The company introduced a three-year restructuring plan aimed at reducing global costs and modernizing manufacturing operations across Europe and Singapore. The strategy focuses on expanding advanced fab capacity, integrating more automation, and supporting emerging technologies like chiplets and advanced packaging.
- Ivanhoe Electric ($IE): Ivanhoe announced it received a Letter of Interest from the U.S. Export-Import Bank for potential financing of up to $825 million for its Santa Cruz Copper Project in Arizona. The project is part of broader efforts to support domestic critical mineral production, with construction expected to begin in 2026.
- Hertz ($HTZ): Hertz drew renewed attention after Pershing Square, led by Bill Ackman, disclosed a significant stake in the company. The move reflects strategic interest in Hertz’s turnaround efforts following its post-pandemic restructuring and aligns with Ackman’s activist investment approach.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
