15 COMPANIES UNDER $5 BILLION WORTH WATCHING

$SERV Serve
$KRKNF Kraken
$LUNR Intuitive
$RDW Redwire
$OSS One Stop
$AEHR Aehr
$SMR NuScale
$WULF TeraWulf
$CIFR Cipher
$USAR USA Rare Earth
$UAMY US Antimony
$CRML Critical Metals
$ZETA Zeta
$PGY Pagaya
$IBRX ImmunityBio

Critical metals are already facing shortages, & this will continue to worsen until 2030…

These stocks below will be directly benefited.

Copper:
- Freeport McMoRan ~ $FCX
- Hudbay Minerals ~ $HBM
- Southern Copper ~ $SCCO
- BHP ~ $BHP
- Rio Tinto ~ $RIO
- Ivanhoe Electric ~ $IE
- Ero Copper ~ $ERO

Graphite & Antimony:
- NovoNix ~ $NVX
- Nouveau Monde ~ $NMG
- Westwater resources ~ $WWR
- Nova Minerals ~ $NVA
- U.S. Antimony ~ $UAMY

Gallium:
- Rio Tinto ~ $RIO
- Alcoa ~ $AA
- American Resources ~ $AREC
- Element 25 ~ $ELMTF

Rare Earths, Separation, & Magnets:
- MP Materials ~ $MP
- USA Rare Earth ~ $USAR
- Idaho Strategic Resources ~ $IDR
- Energy Fuels ~ $UUUU
- Materion ~ $MTRN
- Texas Minerals ~ $TMRC

Cobalt:
- Glencore PLC ~ $GLNCY
- Electra Battery ~ $ELBM

Vanadium:
- Largo ~ $LGO

Tungsten:
- Alamonty Industries ~ $ALMTF

This is your chance to catch the wave, & benefit from the ongoing metal supply issue…

Rare Earth stocks ranked by market cap:

$AREC at $4.37 ~ 443.09M
$IDR at $46.68 ~ 727.85M
$NB at $7.70 ~ 919.08M
$TMQ at $6.21 ~ 1.06B
$UAMY at $10.85 ~ 1.52B
$CRML at $20.62 ~ 2.43B
$USAR at $24.77 ~ 3.66B
$TMC at $9.44 ~ 3.90B
$PPTA at $34.50 ~ 4.20B
$UUUU at $25.50 ~ 6.05B
$MP at $69.58 ~ 12.33B

Guess which one's my favorite... 👀📈

2 more high-conviction themes to CRUSH the rest of 2026:

4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC

5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP

Which new themes are you stacking?

Are they replacing Capitalism with centrally planned Technocracy?

🚨🇺🇸🚨In a bombshell announcement that left liberals speechless, Trump struck a direct blow at sanctuary cities and Democratic states by announcing that, starting February 1, 2026, NO federal dollars will be given to those protecting illegal immigrants.💥

🇺🇸 President Trump says

“The China deal is a DISASTER for canada.”

“ All businesses are moving to the USA ”

📊 FOR THE SKEPTICS: VERIFY IT YOURSELF

"It's all fake. Nothing's happening. You've been saying this for years."

Cool. Let's use publicly verifiable facts:

✅ Iraq closed currency exchange offices - Jan 20, 2026 (public news)
✅ US troops withdrew from ALL Iraq bases - Jan 17-18, 2026 (CNN reported)
✅ Pentagon ordered 23,000 National Guard QRF for civil unrest - Oct 30, 2025 (Houston Chronicle, Washington Post, The Guardian)
✅ Trump signed EO for permanent rapid-response forces - Aug 2025 (public record)
✅ Airlines canceled Middle East routes - Jan 24, 2026 (Air France, British Airways, KLM - publicly reported)
✅ Board of Peace officially recognized - Jan 22, 2026 (Karoline Leavitt confirmed)
✅ CLARITY Act passed House 294-134 - July 2025 (public vote record)

Not one of these is "trust me bro" intel. Every single one is VERIFIABLE through mainstream sources.

"But banks aren't preparing!"

Wells Fargo tellers practicing foreign currency drills (Frank26 - Jan 24). Chase wealth managers contacting dinar holders unprompted (Frank26 with branch locations provided for verification). Bank of Hawaii managers: "Yes, we know... when you're ready, come see me."

You can verify this yourself. Call a Tier 1 bank. Ask about foreign currency exchange services. Watch how they respond.

"Why hasn't anything happened yet?"

Because infrastructure comes BEFORE the event. You don't deploy 23,000 troops, close currency auctions, withdraw military bases, and position active duty forces for theater.

You do it because something's about to pop.

"You've been wrong before!"

I've been tracking patterns. When 7 independent signals converge in 7 days, that's not coincidence. That's coordination.

Iraq parliament votes Monday/Tuesday. IMF certification follows. Banks trained. Military positioned. Weekend window active.

Either I'm watching the largest coordinated geopolitical/financial transition in modern history, or I'm documenting the most elaborate coincidence ever recorded.

Pick one.

But don't tell me "nothing's happening" when publicly verifiable markers are falling like dominoes.

Stay skeptical. But stay informed.

Rare Earths & Critical Minerals.

This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure...

My top 8 favorite names to watch right now:

Rare Earths...
$MP (MP Materials)…still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative.

$CRML (Critical Metals Corp.)…one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage.

$USAR (USA Rare Earth)…gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first” rare earth name.

$TMC (Metals Company)...one of the most geopolitically aligned critical-minerals plays in the market

------------------------

Critical Minerals...
$LAC (Lithium Americas)…thacker pass advancing; arguably the most important U.S. lithium project coming online this decade.

$UUUU (Energy Fuels)…rare earths + uranium combo; white mesa processing hub + monazite pipeline give it multiple macro tailwinds.

$UAMY (United States Antimony)…pure antimony exposure; one of the most under-the-radar critical minerals with defense relevance.

$TMQ (Trilogy Metals)…alaska-based copper + zinc assets; leveraged to U.S. critical metals supply chain narratives.

The Trump administration has roughly 3 years left.

They've shown that this theme is a top priority, even going as far as acquiring 10%+ stakes in companies.

This theme is here to stay (feel free to bookmark this).

🚨 BREAKING: President Trump just posted a BOMBSHELL video proving Canada is "systematically destroying itself"

"The China deal is a disaster for them. Will go down as one of the worst deals, of any kind, in history. All their businesses are moving to the USA. I want to see Canada SURVIVE AND THRIVE!"

Canadian Vehicle Manufacturers Association CEO says: "Canada's auto industry is under enormous pressure...the federal government's decision to open the Canadian market to Chinese EVs is deeply concerning!"

"The Canada-China strategic partnership has the potential to undermine Canada's auto sector and presents risks to the future of our integrated North American automotive supply chain."

"The future of Canada's auto industry hangs in the balance. The actions that we take now will determine whether or not we have an industry for 100 more years."

DON'T FALL PREY TO CHINA!

$ASTS - Starlink vs AST SpaceMobile: Will the winner take it all?

Chris Forrester — CE Noticias Financieras (CENF), a well-regarded university-backed financial publication which focuses on Latino and Iberian financial news, suggests in a Jan 19 feature story that “Elon Musk has lost the space mobile race before it has even begun.”  The report says bluntly: “The fiercest space race isn’t about returning to the moon.

It’s about allowing you to make a TikTok or watch Netflix on your phone anywhere on the planet, from the salt flats of Atacama to the dunes of Khongor in the Gobi Desert. To make this happen, two radically different design philosophies are at war, and several companies are building the infrastructure needed to ensure that every phone on the planet is permanently connected to the Internet.”

CENF compares and contrasts the two very active players, saying correctly that on the one hand there’s Elon Musk’s SpaceX and its Starlink system, and the other being AST SpaceMobile (AST), and the other wannabee Chinese players along with Amazon’s LEO and a handful of much smaller would-be operators.

But since the story was published we’ve had Jeff Bezos and his Blue Origin rocket company announce their TeraWave mega-constellation. Some observers are wondering why Bezos/Blue Origin is backing TeraWave, and sister business Amazon is backing its Amazon Leo broadband system, which would also impact the Starlink vs AST argument.

The focus on AST is justified. While Starlink has its direct relationship with consumers (currently more than 9 million, and probably well on its way to 10 million by February). But AST wants to supply its dozens of telco partners with barely 100 satellites in orbit (Elon currently has more than 9000 in orbit and wants 34,400). AST is not looking for its own relationship with consumers, depending on revenue shares with the likes of AT&T, Verizon, Vodafone, Rakuten and its many other telco friends around the world.

The eventual prize is cellular freedom and connectivity for users, or to repeat the old Martini advert: “Anytime, any place, anywhere” on the planet.

Four investment banks (Bank of America, Goldman Sachs, JPMorgan Chase, and Morgan Stanley according to the Financial Times) are drooling with the prospects of mounting an IPO this year for SpaceX, but AST is already publicly quoted and bankers are deep in their fiscal examinations and due diligence on what AST might deliver as the next year or two unfolds.

Deutsche Bank, for example, on January 20 suggests it’s important that AST launch at least 4 out of its planned 5 launches by the end of March to demonstrate launch acceleration. There’s an unconfirmed launch pending with Blue Origin’s New Glenn, probably in February. They are already 6 satellites late (from December 2025), says the bank’s report or equal to two launches, so it’s almost a certainty this initial target has been missed.

“To be clear, we don’t think it matters if the timeline slips a little (eg 1 of the 5 launches scheduled by end of 1Q slips into 2Q and/or one of the 2026 planned launches spills into early 2027). The point is that AST needs to show that it can accelerate the launch cadence and deliver a 24-hour continuous service to its MNO partners in late 2026/1H27,” stated Deutsche Bank. The bank also expects new “premium service tiers” to emerge from AST’s partners and for meaningful revenues to begin flowing next year.

“We believe that AST has the MNO partnerships in place to be successful and scale its D2D business, while also adding incremental revenue in government and potentially enterprise over time,” says the bank, which has resulted in the bank upping its price target for AST from $81 to $137 per share and reiterating a “BUY” rating.

Deutsche Bank is forecasting 3 New Glenn launches and 5 Falcon 9 launches with each carrying multiple satellites.

Other bankers are also not shy in jumping into the AST prediction business. Capital market business Clear Street, for example, has also tipped AST at $137 (from $87) and repeated a “BUY” rating and its optimism helped by the US government’s award of Golden Dome contracts to AST, saying: “We remain bullish on the direct-to-cellular market, as rising competition from SpaceX/Starlink (private) is likely to push mobile network operators to rely more heavily on AST partnerships to defend subscriber bases.”

However, CE Noticias Financieras is persuaded that fewer satellites are better for humanity than more. It quotes Jonathan McDowell, an astrophysicist and acknowledged expert at the Harvard-Smithsonian Center for Astrophysics, who says: “Personally, I prefer a smaller number of larger satellites. One reason is the risk of space collisions. If you have 10 times more satellites, you have 100 times more near misses. So, just from that point of view, consolidating into a smaller number of satellites seems more sensible.”

But that view, however, sensible, has already been lost with SpaceX’s “brute force” and proliferation of satellites. Amazon’s Project Leo plans to launch more than 3,200 satellites.  Chinese companies are planning two separate mega-constellations, Guowang and G60 Starlink, with a total of nearly 26,000 satellites, and talking of 200,000+ satellites. “We are only at the beginning of this, ” warns McDowell. “And that becomes very worrying because now it’s not just one company, it’s a lot of companies.”

Which makes any sensible forecast near-impossible. China might completely upset the apple cart, while smaller players such as Canada’s Lightspeed might also play a disruptive role, as could the likes of Lynk Global, Apple/Globalstar or Abu Dhabi’s Space42/Viasat combination. However, the laser-linked TeraWave might eliminate Rivada Space Network from the potential mix.

$ASTS: Beam size is important for Direct to Device performance. A larger beam means more shared capacity between all of the users inside the beam.

AST SpaceMobile uses 24km diameter narrow beams while Starlink uses about 50km diameter beams. AST is also capable of projecting 5600 beams per satellite whereas Starlink supports reportedly 64 beams per satellite.

With a 120mbps capacity per beam for AST this means more concurrent users doing higher bandwidth things than the 17mbps for Starlink.

Access to more spectrum allows a satellite handle more beams through techniques like spectral reuse, however this is still constrained by the spectral efficiency of the satellite system.

🚨Bitcoin dropped $2,500 in the last 5 hours and liquidated $400 million worth of longs.

More than $100 BILLION has been wiped out from the crypto market today.

This is a low-liquidity Sunday evening dump. The real price action will come once the US market opens on Monday.

Rumors are swirling that President Trump is about to pick Blackrock's Chief Investment Officer (CIO) Rick Rieder as head the Federal Reserve for April 2026.

Rick Rieder has been vocal about the need to immediately drop interest rates to 3% and run the economy hot.

If you missed #Gold and #Silver...

The #Copper bull run might be next:

$TMQ at $6.21
$TGB at $7.63
$IE at $19.86
$HBM at $24.97
$ERO at $32.84
$CPER at $36.52
$FCX at $60.41
$BHP at $67.52
$RIO at $90.43
$SCCO at $184.30

Probably want to save this post! 🫡📈

Yemen’s Houthi movement has released a video pledging to sink U.S. commercial and naval vessels in the Red Sea if Washington participates in an attack on Iran.

🇺🇸 The U.S. Air Force is set to launch a multi-day readiness exercise across the Middle East, demonstrating operational strength and rapid deployment capabilities.

If you're curious why Trump picks BlackRock's Rick Rieder as Fed chair, it's pretty simple. We're entering a "debt wall" 2026-2027.

Concentrating debt in short duration is a global issue & must be rolled into long duration. Dropping rates is critical, either by choice or crisis.

China's top military generals have been nearly entirely purged:

1. CMC Vice Chairman 1: Accused of leaking nuclear secrets to US (today)

2. CMC Vice Chairman 2: Removed in Oct 2025 over corruption

3. National Minister of Defense: Removed in 2023 for corruption

4. Chief of the CMC Joint Staff Dept: Under investigation for violations

5. Director of CMC Political Work Dept: Removed in 2025 over corruption

The US-China rivalry has gone well beyond trade.