$UAMY FAIR VALUE FOR THE STOCK IS $16.00

Bank of America: PM miners are the cheapest commodity sector

- Lowest EV/EBITDA
- Highest FCF yield

Despite higher metal prices, valuations have not rerated.

At current prices, precious metal miners are printing cash.

That disconnect sets the stage for earnings surprises.

🚨 THE MINING WORLD 🇺🇸 vs 🇨🇳 and everyone else is secondary.

⛏️ Chinese companies control 3.7 mt of mining output
⛏️ US companies control ~1.5 mt

• 🇨🇳 China dominates Africa + domestic supply
• 🇺🇸 US exposure is fragmented across the Americas
• Europe barely registers
• Control ≠ geography. It’s ownership.

⚠️ The mineral transition isn’t multipolar.
It’s already US vs China.

Everyone else is negotiating from the middle.

#copper #China #mineral #mining

2026 Metals Outlook:

Antimony (Sb) stands out as the TOP WATCH metal!

🔴 CRITICAL supply tension

China's heavy export restrictions, paired with surging demand from defense (munitions, flame retardants) and solar PV tech, are fueling intense supply chain strain.

Top 100 24h Gainers 🚀

PIPPIN    $0.3865    +47.79%
RIVER      $18.15      +37.31%
STABLE    $0.0232    +27.53%
ASTER      $0.6520    +7.96% 
QNT          $70.27      +4.57% 

Top 100 24h Losers 🔻

CRV          $0.2344    -7.44% 
DCR          $24.41      -7.43% 
APT          $0.9880    -6.22% 
JUP          $0.1462    -5.90% 
MYX          $5.90        -4.86%

#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Silver volatility can move fast. Leverage magnifies it.

Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAG-USD

🌍 World exports $24.5 TRILLION

• 🇨🇳 #China : $3.6T . the single biggest exporter
• 🇺🇸 U.S.: $2.1T . energy, tech, defense heavy
• 🇪🇺 Europe = a system, not one country
– #Germany $1.75T
– #Netherlands $985B (re-exports matter)
• 🇸🇦 Middle East = energy flows
– Saudi Arabia $610B

This isn’t free trade.
It’s chokepoint economics.

When the next shock hits, disruption won’t be everywhere.
It will hit the hubs.

#trade

$IREN $CLSK $CIFR $BITF $WULF $CRWV | Microsoft is testing superconducting power lines to accelerate AI data center expansion.

The technology delivers high-capacity power with zero resistance and 90% less space, helping meet a 2028 forecast of 12% U.S. electricity consumption.

$AMZN $RKLB $ASTS $LUNR $PL $RDW | Amazon Leo has secured approval to launch 4,500 additional satellites, bringing its planned constellation to over 7,700.

The expansion adds polar coverage and boosts capacity as the service scales its global broadband network.

AST SpaceMobile $ASTS has successfully unfolded BlueBird 6, the largest commercial antenna in LEO at 2,400 square feet.

The satellite supports 120 Mbps speeds and 5G service as the firm targets 45 to 60 launches by the end of 2026 to reach nationwide scale.

Asian retail investors are pilling into #silver

#XPT/USD M15 #Platinum
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

➡️ gains.trade/trading#XPT-USD

#HG/USD M15 #Copper
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

➡️ gains.trade/trading#HG-USD

EU Import Dependence on Critical Raw Materials 🇪🇺

This infographic illustrates the European Union's current reliance on non-EU countries for materials essential to the energy transition and digital economy.

Commodities ripping into the US open.

Let’s see if New York does its usual and crushes them

#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Gold volatility can move fast. Leverage magnifies it.

Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD