A message from Brownstone Research
Editor’s Note: Tech legend Jeff Brown — the same man who picked Tesla before it soared 2,150% — says while everyone thinks Elon’s empire is crumbling, there’s a $25 trillion revolution brewing that could 10X Tesla’s past success. Click here to see what he uncovered or read more below…
Dear Reader,
While everyone obsesses over Tesla’s car sales plummeting…
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He doesn’t throw around trillion-dollar predictions lightly.
And yet…
Nvidia’s CEO is telling everyone exactly what I’ve been saying for years now.
While most people think Tesla is just another electric car company…
The truth is: Tesla is the most valuable AI company in the world.
And right now…
Tesla is about to prove it by shocking the world with their BIGGEST AI breakthrough yet…
One that will allow AI to “escape” out of your computer screen…
Manifest itself here in the real physical world…
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The best part of all?
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Regards,
Jeff Brown
Founder & CEO, Brownstone Research
Special Report
Insiders Are Loading Up on 3 Small Caps—1 Looks Most Compelling
Author: Thomas Hughes. Published: 2/25/2026.

Key Points
- Insider buying accelerated across Cineverse, Dorchester Minerals, and AirJoule into late 2025 and early 2026, but the setup differs sharply by name.
- Dorchester leans on yield and institutional support, Cineverse is insider-led with limited institutional backing, and AirJoule is a tightly held commercialization bet.
- The highest-upside scenario is paired with the highest execution risk, making position sizing and time horizon critical.
- Special Report: Elon Musk already made me a “wealthy man” (From The Oxford Club)
Insider activity in Cineverse (NASDAQ: CNVS), Dorchester Minerals LP (NASDAQ: DMLP), and AirJoule Technology (NASDAQ: AIRJ) spiked in Q4 2025 and Q1 2026, highlighting potential opportunities in each name. That said, insider buying is only one piece of the puzzle: the setups differ sharply by company, and other forces are also at work.
Cineverse Insiders Double-Down on Double-Digit Holding
Cineverse is a small-cap, ad-supported streaming service focused on niche and non-mainstream entertainment. InsiderTrades data show six insiders making significant purchases in early Q1 2026, lifting total insider ownership to more than 13.25%. Buyers include the CFO, CTO and other senior executives, who now represent the primary reported market participants with meaningful interest in the stock. Analysts’ data suggest potential upside of over 200%, but that view is based on only three ratings, only one of which is recent: Alliance Global Partners reiterated a Buy but did not provide a price target.
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Institutions have not shown the same support and appear to be net sellers. Institutional ownership is roughly 8%, and selling returned in early Q1. Contributing factors include tepid growth, a muted outlook and a lack of profitability. Key 2026 drivers for Cineverse will be business traction and improving margins; risks include weak consumer demand and intense competition from streaming leaders such as Netflix and The Walt Disney Company.
Dorchester Minerals, LP, A High-Yielding Stock With Institutional Support
Dorchester Minerals is an independent limited partnership that holds royalty interests across major U.S. energy-producing regions. It is not a high-growth name, but it delivers steady cash flow and dividends, which are, however, exposed to swings in energy prices and production. Key details for 2026 include a roughly 12% dividend yield and meaningful insider buying: the CEO, CFO and several directors bought shares in late 2025, helping to underpin the stock. Insiders now own nearly 6% of the shares.
Institutional involvement is far more significant than at Cineverse. Institutions own about 20% of Dorchester and have been net accumulators. Buying was bullish across all four quarters of 2025 and into Q1 2026, with activity ramping throughout the year and on track to reach a multiyear high in early 2026. That institutional demand offers a tailwind, though it may keep the stock range-bound until a stronger catalyst arrives.
Analyst coverage is effectively nonexistent—InsiderTrades tracks no analyst ratings for DMLP—so there is little analyst-driven momentum for retail investors. The main risk remains the variable nature of the dividend, which is paid from free cash flow and tied to commodity prices and production. A sustained rise in oil prices or demand would be the most likely catalyst to push the stock higher.
AirJoule Insiders Buy Ahead of Commercial Launch
AirJoule (NASDAQ: AIRJ) is an emerging tech company with potentially disruptive cooling and water-harvesting technology. Its proprietary systems recover water and cool air more efficiently than many current solutions, without using harmful refrigeration chemicals. A key target market is data centers, which produce substantial heat and can be sensitive to humidity; with data-center infrastructure costing billions and expanding rapidly, demand for efficient cooling and water solutions is rising. That creates a dual tailwind: the technology can both cool air and generate clean water for water-cooled GPU systems.
Insiders have been aggressive buyers—acquiring shares in Q4 2025 and increasing activity in Q1 2026—and now own more than 40% of the company. That insider base provides substantial support, and institutional investors appear to own most of the remaining shares and are also accumulating. Analyst sentiment is constructive: four analysts rate AIRJ a Moderate Buy, with a consensus target implying nearly 200% upside. Near-term catalysts include the expected commercial launch of products and services this year. Execution risk remains, but it is being addressed through partnerships and trials with hyperscalers such as Alphabet (NASDAQ: GOOGL) and Microsoft (NASDAQ: MSFT), and involvement in initiatives like the European Net Zero Innovation Hub for Data Centers.
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