--- title: "The Market's Misfit Toys: AI Rockets, Delisted Dinosaurs, and Pure Chaos" type: "News" locale: "en" url: "https://longbridge.com/en/news/296887424.md" description: "From delisted broadband players to infrastructure firms cashing in on the AI boom, this chaotic group captures the absurdity of the 2026 market. Do not get fooled by the hype." datetime: "2026-08-25T09:21:47.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296887424.md) - [en](https://longbridge.com/en/news/296887424.md) - [zh-HK](https://longbridge.com/zh-HK/news/296887424.md) generator: "portal-rs" --- # The Market's Misfit Toys: AI Rockets, Delisted Dinosaurs, and Pure Chaos I get asked all the time what happens in the dark corners of the market when Big Tech sucks all the air out of the room. Well, here is your perfect cross-section—from AI-fueled rockets to delisted hardware dinosaurs and a bunch of hype-chasing ETFs. This is stupid and here's why. Let's start with the AI crowd. Rezolve Ai (RZLV.US) just shocked everyone by projecting **USD 127M** in first-half 2026 revenue, an absurd 20x jump that drove massive stock swings. Good luck with that. We have seen this movie before where a single partner deal artificially inflates the numbers. The real test is sustainability. Meanwhile, the companies doing the actual dirty work are raking it in. Coherent (COHH.US) reported full-year 2026 sales of **USD 7.1B** and is busy selling substrates to cool down AI chips. Then there is Powell Industries (POWL.US), a traditional switchgear maker that pulled in a massive data center order over **USD 400M**, pushing its backlog to **USD 2.4B** and driving the stock to outperform the sector. This is how you sell pickaxes during a gold rush. Why aren't you other infrastructure players moving faster? Outside of AI, reality bites hard. e.l.f. Beauty (ELF.US) grew Q2 net sales by 14% to **USD 343M**, but tariffs are eating into its gross margins. Even if kids love cheap lipstick, you cannot escape geopolitical costs. On the opposite end, Cambium Networks (CMBMF.US) is a complete disaster. With an estimated Q2 net loss of **USD 9.3M** and a delisting to the OTC market, this is a textbook strategic failure. Are you asleep at the wheel? Then there is Netlist (NLST.US), which generated **USD 333M** in LTM revenue mostly while suing everyone. They finally squeezed a **USD 239M** upfront payment out of Samsung. But litigation is not a scalable business model. The rest of this group is a chaotic mix. DeFi Technologies (DEFT.US) saw Q2 revenues drop to **USD 7.8M**, proving again that crypto reliance is a fickle game. Throw in GraniteShares Gold Trust (BAR.US) catching safe-haven flows, the highly volatile Leverage Shares 2x Long UEC Daily ETF (UECG.US), and the crypto-tracking Bitwise Hyperliquid ETF (BHYP.US), and you have a perfect snapshot of today's market: everyone is just chasing momentum. *This article does not constitute investment advice.* ### Related Stocks - [CMBMF.US](https://longbridge.com/en/quote/CMBMF.US.md) - [NLST.US](https://longbridge.com/en/quote/NLST.US.md) - [RZLV.US](https://longbridge.com/en/quote/RZLV.US.md) - [ELF.US](https://longbridge.com/en/quote/ELF.US.md) - [POWL.US](https://longbridge.com/en/quote/POWL.US.md) - [DEFT.US](https://longbridge.com/en/quote/DEFT.US.md) ## Related News & Research - [Rezolve AI management commentary cites Crownpeak, Reward acquisitions as key driver of revenue jump in six months to June 30, 2026](https://longbridge.com/en/news/297698123.md) - [Rezolve AI Files Form 6-K, Adds Interim and Crownpeak Financials to U.S. Registration Statements](https://longbridge.com/en/news/297708674.md) - [79,387 Shares in e.l.f. Beauty $ELF Purchased by Freestone Grove Partners LP](https://longbridge.com/en/news/297396659.md) - [e.l.f. Beauty (ELF) Stock May Be Overvalued Despite Raised Full Year Guidance](https://longbridge.com/en/news/297069982.md) - [e.l.f. Beauty’s rhode expands into 19 European countries via Sephora from Sept. 30, 2026](https://longbridge.com/en/news/297521300.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**