Forbes is all about business and investing. I've been a subscriber 25 years. This is my take:
Gibbs is alerting readers that there is a probability that energy stocks could quickly lose value due to a "Cold Fusion" device impacting traditional energy demand. Some believe it is a zero percent chance, and others think it approaches 100%. And like "Who Shot JR", many people already have significant insider knowledge. Many investors only exposure to new science is through business media. So exposure in a respected business magazine, even "insubstantial blather", can cause smart investors to take action. For instance, putting in stop loss orders, buying potential "Rossi Partner" stocks (GE,LMT,SI,DRC?), or buying long term short positions (LEAPS) on certain sectors. And private research and insider trading will also impact the volatility of energy stocks. Jed's insider has yet to be identified (?) but there are hundreds of companies that employ analysts who might be interested in profiting from the truth or fiction behind LENR. It will be an interesting time for the stock market. Gibbs could give more evidence that LENR is about to go commercial, but only Rossi and DKG have products announced and neither are guaranteed to be successful. - Brad