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This Month’s Exclusive Story

Insiders Are Loading Up on 3 Small Caps—1 Looks Most Compelling

Submitted by Thomas Hughes. First 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: [Sponsorship-Ad-6-Format3]

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. But insider buying is only one factor — each company’s setup differs sharply, and the details matter.

Cineverse Insiders Double-Down on Double-Digit Holding

Cineverse is a small-cap, ad-supported streaming service focused on niche and non-mainstream entertainment. According to InsiderTrades data, six insiders made sizable purchases in early Q1 2026, raising total insider ownership to more than 13.25%. Buyers included the CFO, CTO and other C-suite executives — and notably, these insiders are the primary market participants showing meaningful interest.

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Analyst coverage is sparse but bullish on a limited basis: the available ratings imply more than 200% upside, though that view rests on only three ratings and only one recent update. Alliance Global Partners most recently reiterated a Buy but provided no price target. 

Institutions have not supported the stock. Data show just 8% institutional ownership and net selling as of early Q1. Contributing factors include tepid growth, an uncertain outlook and a lack of profitability. In 2026, the key drivers will be business traction, a credible path to profitability and an improving outlook. Risks include weak consumer demand and intense competition for streaming attention from dominant players 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 holding royalty interests across major U.S. energy-producing regions. It is not a high-growth name, but it generates steady cash flow and dividends that vary with commodity prices and production. Two critical details for 2026 are its roughly 12% dividend yield and recent insider buying. Insiders — including the CEO, CFO and several directors — purchased shares in late 2025, helping to underpin the stock’s bottom. The insider group owns nearly 6% of the stock, and institutional activity further supports the market.

Institutional involvement is far greater here than with Cineverse: institutions own about 20% of the sharesand have been net buyers. Net institutional activity was bullish across all four quarters of 2025 and in Q1 2026, accelerating through the year and on pace to reach a multiyear high in early 2026. That creates a supportive tailwind, though it may not produce a dramatic price move without a clear catalyst. 

There is effectively no analyst coverage tracked by InsiderTrades to drive retail interest, leaving institutions as the dominant market force. Absent a catalyst, patient institutional holders may keep the stock range-bound. A primary risk is the variable nature of the dividend — payouts are tied to free cash flow and therefore sensitive to commodity prices and production. Potential catalysts include higher oil prices or increased production/demand. 

AirJoule Insiders Buy Ahead of Commercial Launch

AirJoule (NASDAQ: AIRJ) is an emerging-tech company with a proprietary system that harvests water and cools air more efficiently than common methods and without harmful refrigerants. A key market is data centers, which generate large amounts of heat and are sensitive to humidity. With data-center buildouts continuing and GPU-heavy systems increasing water-cooling needs, AirJoule could benefit from a dual tailwind as hyperscalers and other industries adopt its technology.

Insiders aggressively bought in Q4 2025 and increased activity in Q1 2026; they now own more than 40% of the shares, creating a substantial support base. Institutions hold most of the remaining float and have been accumulating as well. Analysts are generally bullish — four rate the stock a Moderate Buy and the consensus target implies nearly 200% upside. Potential catalysts include the expected commercial launch later this year. Execution risk remains, but it is being mitigated through partnerships and engagements with hyperscalers such as Alphabet (NASDAQ: GOOGL)and Microsoft (NASDAQ: MSFT), as well as participation in the European Net Zero Innovation Hub for Data Centers. 

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This Month’s Exclusive Story

Will the Super Mario Movie Make It Showtime for Nintendo Stock?

Submitted by Chris Markoch. First Published: 3/7/2026. 

Key Points

• Nintendo sold 15 million Switch 2 consoles in months, but NTDOY stock still needs a catalyst to break resistance.
• The upcoming Super Mario movie sequel could boost high-margin IP revenue and revive investor sentiment.
• Strong cash reserves and a dividend provide downside support as investors watch for a technical breakout.
• Special Report: [Sponsorship-Ad-6-Format3]

Mario and Luigi are two of the most iconic characters in the Nintendo Co. Ltd. (OTCMKTS: NTDOY) universe. The company is counting on their enduring popularity for the upcoming “Super Mario Galaxy Movie,” due out in April.

The film follows the 2023 “Super Mario Bros. Movie,” which surprised some observers by becoming a box-office hit and boosting Nintendo’s intellectual property (IP) sales.

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It’s not surprising, then, that Nintendo is hoping the sequel performs as well or better than the original. The movie’s release is scheduled nearly one year to the day after Nintendo launched its Switch 2 console.

In its most recent earnings report, the company highlighted cumulative global sell-through of 15 million Switch 2 consoles as of the fourth week of December 2025, making it the fastest-selling dedicated video game platform Nintendo has released.

The Year of Super Mario Becomes a Strategic Push

Before the movie hits theaters, Nintendo plans to release “Super Mario Bros. Wonder,” exclusively for the Switch 2. That is one of several initiatives tied to the 40th anniversary of Super Mario Bros.

This push aligns with Nintendo’s strategy to lean on IP as a steadier revenue stream to smooth the lumpiness of console sales. IP revenue still represents only a small portion of the company’s total sales. For example, in the first nine months of the company’s 2026 fiscal year, Nintendo reported $54.5 billion in IP-related revenue.

That amounted to roughly 3% of the company’s overall sales over that period. Still, IP is typically higher-margin revenue that can flow straight to the bottom line.

Tariffs, AI, and Geopolitical Risks Add Uncertainty

Even before the Switch 2 launched, Nintendo faced headwinds from tariffs and other trade costs. The company has mitigated some of those pressures by shifting some production to Vietnam.

Growing concern ahead of the recent report centered on a potential slowdown in Nintendo’s earnings, increasingly influenced by memory chip prices. Supporting that view, the company reported declining year-over-year operating margins through the first three quarters of its 2026 fiscal year.

On the positive side, the Switch 2 — like its predecessor — should enjoy a multi-year sales runway. Even with strong early sales, a large addressable market remains, and demand could be reinvigorated by the new Super Mario movie.

Another risk is how artificial intelligence (AI) will affect the gaming sector. There is concern that agentic AI could enable hobbyists to create games that compete with commercial titles, potentially reducing revenue for established publishers.

Some user-created content is inevitable, but many consumers will likely prefer professionally developed experiences. That positions Nintendo well, especially if it adopts AI to accelerate internal game development.

Since the earnings report, geopolitical tensions involving the U.S., Israel and Iran have raised the risk of shipping delays for the Switch 2, which is transported largely by sea.

NTDOY Stock Needs Technical Confirmation

Nintendo stock has been volatile over the past 12 months. The 52-week range for NTDOY is $13.05 to $24.92. The 52-week high coincided with a two-month surge that peaked in mid-August after the June release of the Switch 2. Since then, the chart has shown a bearish pattern, though it does not appear to be a falling-knife situation — the stock seemed to find a bottom around the earnings report.

When a turnaround might occur is unclear. The 50-day simple moving average (SMA), which has acted as resistance, stalled upward momentum in early March. Investors would want to see a breakout above that level on strong volume to confirm a reversal.

The best-case scenario for Nintendo is an improvement in the U.S. economy, which would lift consumer discretionary stocks broadly. For Nintendo specifically, consumers who delayed buying a Switch 2 could resume purchases. A swift, orderly resolution of geopolitical tensions and continued clarity around tariffs would also strengthen the company’s outlook.

That may take a quarter or more to play out. In the meantime, Nintendo pays a reliable dividend and holds over $15 billion in cash on its balance sheet, alongside a market capitalization of about $73 billion as of this writing.

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