#Copper is the second most used material by the DoD.

Trump said on July 9th that "America will once again build a dominant copper industry".

Uranium miners spent a decade massively underperforming equities☢️

Now that relative down cycle looks finished

• Long base, multi-year reset
• Nuclear back as baseload power
• AI + electrification = steady demand
• New supply still slow and capital-constrained

Are we at the start of #uranium catching up… or already late?

#nucler #energy

The US has taken equity stakes in the following companies

▸ MP Materials | $MP
▸ USA Rare Earth | $USAR
▸ Lithium Americas | $LAC
▸ Intel | $INTC
▸ Trilogy Metals | $TMQ

Companies that could be next

▸ Critical Metals | $CRML
Rare earth assets in Greenland. Reuters has reported that US officials discussed converting government support into an equity stake.

▸ Graphite One | $GPHOF
Already showing strong US EXIM financing signals across the mine to anode supply chain, making it a natural candidate for an equity-style strategic backstop.

▸ United States Antimony | $UAMY
Direct defense stockpile priority with a Pentagon contract.

▸ Li-Cycle | $LICY
The DOE has issued a conditional $375M loan commitment for a US battery materials recycling hub, positioning it as an easy candidate for deeper federal alignment.

▸ Syrah Resources | $SYAAF
DOE-backed funding for the Vidalia active anode materials expansion, a core battery supply chain chokepoint the US wants onshore.

▸ Perpetua Resources | $PPTA
Repeated US defense funding to build a domestic antimony supply chain.

▸ American Battery Technology | $ABAT
DOE support plus reported EXIM interest tied to a lithium mine and refinery.

▸ Guardian Metal Resources | $GMTLF
DoD DPA Title III award to advance a US tungsten project. Tungsten is a defense-critical metal with high supply risk.

▸ Ucore Rare Metals | $UURAF
The DoD is already funding its Louisiana rare earth separation plant.

▸ Graphite One | $GPHOF
The DoD has deployed DPA funding into its graphite supply chain, which could derive in estate ownership.

▸ Westwater Resources | $WWR
EXIM-backed financing for a US graphite anode buildout.

▸ Fortune Minerals | $FTMDF
DoD DPA funding awarded to strengthen North American cobalt supply, tied to the battery and defense industrial base.

▸ Lomiko Metals | $LMRMF
DoD DPA funding linked to North American graphite supply resilience.

▸ 5N Plus | $VNP
DoD DPA support for germanium substrates used in satellite solar cells.

▸ NioCorp Developments | $NIOBF
DoD funding of up to $10M for scandium supply.

▸ Ioneer | $IONR
DOE financing support for a Nevada lithium project.

▸ Talon Metals | $TLOFF
DoD agreement to boost domestic nickel production, alongside DOE support.

▸ Albemarle | $ALB
A $90M DoD award to help reopen Kings Mountain lithium.

▸ Lynas Rare Earths | $LYSDY
DoD-funded and contracted US rare earth processing capacity.

▸ Energy Fuels | $UUUU
One of the few companies with US rare earth separation as well as uranium mining and refining.

▸ Ramaco Resources | $METC
Management has stated that administration officials asked the company to expand and accelerate its rare earth initiative.

China controls the critical materials supply chain

Here’s China’s market share and the companies producing each material outside China:

Gallium | 98.7%

$VNP | 5N Plus
$RIO | Rio Tinto

Graphite | 95.2%

$SYAAF | Syrah Resources
$NMG | Nouveau Monde Graphite
$WWR | Westwater Resources
$GPHOF | Graphite One

Manganese | 95.0%

$ERMTF | Eramet
$ELMTF | Element 25

Rare earths | 92.1%

$LYSCF | Lynas Rare Earths
$MP | MP Materials
$ILKAF | Iluka Resources
$ARUAF | Arafura Rare Earths
$USAR | USA Rare Earth

Silicon metal | 84.8%

$GSM | Ferroglobe
$ELK.OL | Elkem

Molybdenum | 81.0%

$FCX | Freeport-McMoRan
$SCCO | Southern Copper
$ANFGF | Antofagasta

Cobalt | 77.2%

$GLNCY | Glencore
$VALE | Vale
$S.TO | Sherritt International

Tellurium | 76.5%

$AIAGY | Aurubis
$BOL.ST | Boliden
$VNP | 5N Plus

Antimony | 74.0%

$UAMY | U.S. Antimony
$PPTA | Perpetua Resources
$ALK.AX | Alkane Resources

Germanium | 73.9%

$TECK | Teck Resources
$VNP | 5N Plus
$UMICF | Umicore

Critical materials are likely to face serious shortages in the coming years

Here’s a list of stocks poised to benefit:

#Copper

Freeport McMoRan | $FCX
BHP | $BHP
Rio Tinto | $RIO
Glencore | $GLNCY
Southern Copper | $SCCO
Anglo American | $NGLOY
First Quantum Minerals | $FQVLF
Teck Resources | $TECK
Arizona Sonoran Copper | $ASCUF
Ivanhoe Electric | $IE
Trilogy Metals | $TMQ
Solaris Resources | $SLSR

Graphite and anode materials
Syrah Resources | $SYAAF
Westwater Resources | $WWR
NOVONIX | $NVNXF
Graphite One | $GPHOF
Nouveau Monde Graphite | $NMG
Northern Graphite | $NGPHF

Gallium
Rio Tinto | $RIO
Alcoa | $AA
American Resources | $AREC
Manganese
Element 25 | $ELMTF
Electric Metals USA | $EMUSF

Silicon metal
Ferroglobe | $GSM

Rare earths, separation, and magnets
MP Materials | $MP
Lynas Rare Earths | $LYSCF
Neo Performance Materials | $NOPMF
Energy Fuels | $UUUU
Ucore Rare Metals | $UURAF
Texas Mineral Resources | $TMRC
American Rare Earths | $ARRNF
Materion | $MTRN

Antimony
United States Antimony | $UAMY
Perpetua Resources | $PPTA

Tungsten
Almonty Industries | $ALMTF

Vanadium
Largo | $LGO

Niobium, scandium, and titanium
NioCorp | $NB
IperionX | $IPX

Most people are unaware of the rate of acceleration we’re about to see

Think about it

$NVDA's new Vera Rubin NVL72 will have 8 times the compute performance of the GB300

Our best AI models, already taking on hundreds of thousands of jobs, were trained on computers that will soon look prehistoric

Now, the rate of acceleration is such that NVIDIA was able to get that performance improvement in merely a year

Imagine what models, applications, and advancements we’ll get once the largest AI labs get this new hardware in their hands

Now, competition is accelerating, and that accelerates progress even further

$AMD went out there and said they’ll be surpassing not the scale of the NVL72, but the scale of the NVL576 as well, with their MI500 that comes out in late 2027

Now you can surely think that NVIDIA will plan on outscaling them again with their next Feynman architecture

It’s not just competition in hardware. Every 3 months we get new models from OpenAI, Google, and Anthropic, each pushing the limits of artificial intelligence further

We’re approaching a new age

Up until now, intelligence was the scarce asset

That’s why you had SaaS with the best developers making the best returns in the stock market

There has been a shift

Now, you look at the best performers in the markets, and where you used to see software companies, now you see mining, refining, nuclear, grid, rare earths, critical materials, memory, PCBs, even chiller companies

What is happening?

We’re entering the age where intelligence isn’t scarce anymore, and once intelligence is abundant, the thing that will be scarce will be physical resources

It used to be that our interactions with the physical world were limited by our minds. Now, it’s not our minds, but artificial ones that act as if our planet were populated by trillions and not billions, and that runs into physical constraints

Maybe this isn’t obvious yet, but it will be as the world accelerates around us to the point we can barely catch up with it

But we are investors after all, so what’s the trade here? As one X user would ask

Everything that could become a constraint to what always was the final and ultimate goal of AI, super intelligence and the automation of everything

And to achieve that, we need energy, lots of it, from many different sources. We need materials to build robots in the millions, so AI can improve our lives beyond intellectual work. We need the minerals and metals necessary for the fabrication of computers. We need gargantuan buildouts that can host immense computational power

We also need hope, as a species, that this is the path humanity should follow, because once you’re all in, you cannot pull out

And finally, we need rockets, and we need to let AI discover the depths of outer space for us, because since humanity left Africa thousands of years ago, one thing became clear, humanity doesn’t settle for comfort, it thrives on curiosity

$UAMY/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding.

But ever wonder about the more silent trades you should really be watching out for?

1. Tungsten - $ALM
2. Indium - $TECK
3. Bismuth - TSE: $VNP
4. Tellurium - $VNP
5. Molybdenum - $FCX
6. Lithium - $LAC
7. Antimony- $UAMY
8. Gallium - $AA
9. Germanium - $TECK
10. Graphite - $SYAAF

This are the list of some of the top Chinese critical minerals/material export control chokepoints and the Western beneficiary.

Not everyday do you have foreign governments telling you what to buy.

: 🇺🇸 US dollar index is crashing and it has just hit a 4-month low today.

Bullish for assets.

Top 100 24h Gainers 🚀

RIVER    $82.87          +23.19%
ALGO      $0.1226        +7.14% 
PUMP      $0.002634    +6.70% 
HYPE      $23.48          +5.73% 
ZEC        $363.37        +5.58% 

Top 100 24h Losers 🔻

IP          $2.13            -6.74% 
WLFI      $0.1564        -5.92% 
CC          $0.1505        -3.63% 
DASH      $60.66          -3.56% 
PI          $0.1721        -2.43%

US Dollar index #DXY/USD H4 #Indicator #Signal #Trading #GlobalOneAI

$NGAS/USD M15 #Indicator #Signal #Trading #GlobalOneAI

#Silver futures hit an astounding $116 on US markets and $132 in China.

The parabolic is going vertical now. When do things break?

The Trillion Dollar Club

$AAPL, $MSFT, $NVDA, $GOOGL, $AMZN.

This isn’t about bragging rights. It’s a time series of how capital actually concentrates when businesses cross from “great companies” into infrastructure.

The first trillion was a grind.

Years of execution, global adoption, and multiple cycles of doubt. The second trillion came faster. By the third, momentum started feeding on itself. And now we’re staring at four and five trillion dollar milestones like they’re just checkpoints on the way up.

That’s not mania. That’s scale doing what scale does.

What stands out isn’t just who made the list, it’s who keeps showing up. $AAPL and $MSFT didn’t get here by chasing trends. They became default operating systems for the modern economy. $NVDA didn’t invent AI hype, it became the bottleneck for compute. $GOOGL and $AMZN quietly embedded themselves into how data moves, how businesses operate, and how money flows.

Once a company becomes a rail instead of a product, valuation math changes.

What’s even more interesting is the second wave of entrants. $META reinvented itself around attention and infrastructure. $TSLA blurred the line between manufacturing, energy, and software. $AVGO and $TSM sit in the background, less flashy, but absolutely essential. $LLY reminds everyone that biology scales too, just on a different curve. $BRK.B proves that disciplined capital allocation still earns a seat at the table.

Different industries. Same destination.

The takeaway isn’t to chase the next trillion dollar name. That’s how people show up late and leave frustrated. The real edge is understanding what kind of business model earns permanence, pricing power, and relevance across decades.

Markets reward growth in the short term. They reward inevitability in the long term.

This graphic is really a map of inevitability.

🟡 Who really holds the world’s gold?

• 🇺🇸 United States still dominates with 8,100+ tonnes

• 🇩🇪 #Germany remains Europe’s anchor

• 🇮🇹 🇫🇷 🇷🇺 all sit around 2,300–2,450 tonnes

• 🇨🇳 #China keeps climbing, quietly

• 🇨🇭 #Switzerland punches far above its size

• 🇯🇵 🇮🇳 hold far less than their economic weight
Gold isn’t about returns.

It’s about credibility, sanctions-proofing, and trust when systems crack.

And this chart shows who takes that seriously.

#gold #metals

🚨 IT’S OFFICIAL: Canada BACKS AWAY from a China deal after President Trump threatened PM Mark Carney with 100% tariffs

“No intention of doing that with China!” 🔥

This is OUR hemisphere, China will STAY OUT. Welcome to the Trump Doctrine 🇺🇸