#Gold and gold miners vs global assets are at a historic low.

- 1921-1981 average: ~24% of global assets
- In 2025, that share has collapsed to ~4%

To simply return to the pre-1981 norm, gold and gold miners would need to outperform global assets by roughly ~6x.

The gold bull market is not crowded, not mature and not finished.

It is just beginning.

🚨 BREAKING 🚨

🇮🇷 Iran's currency has completely collapsed.

If you have $735 today, you are now a BILLIONAIRE in Iran.

💥 Resources Are Geopolitical Power

🌍 The Top 10 By Estimated Resource Value:

• 🇷🇺 #Russia $75T
• 🇺🇸 United States $45T
• 🇸🇦 Saudi Arabia $34T
• 🇨🇦 #Canada $33T
• 🇮🇷 #Iran $27T
• 🇨🇳 #China $23T
• 🇧🇷 #Brazil $22T
• 🇦🇺 Australia $20T
• 🇮🇶 Iraq $16T
• 🇻🇪 #Venezuela $14T

Oil, Gas, #Coal, Rare earths, #Copper, #Gold, #Uranium.

This is concentrated geology worth tens of trillions

#oott #energy

Citizens reiterates Market Outperform on $RIOT Riot Platforms with a $25 price target.

Activist Starboard Value pushes for the monetization of Riot’s 1.7GW power portfolio, noting the 10 year $AMD AMD deal as a catalyst for high margin AI and HPC services.

$MU $SNDK $WDC $ASML $AMAT $STX | Micron CEO Sanjay Mehrotra: "AI is in its early innings and will be here for decades. Memory and storage are no longer just components, they are strategic assets critical for performance, from LLMs to AI inference."

Lithium Americas $LAC guidance for 2026 confirms $1.3 to $1.6B in Capex at Thacker Pass.

With engineering 93% complete and procurement at 60%, the 1,800 person peak workforce will focus on H1 2026 equipment deliveries and a late 2027 completion.

A movie rated 10/10 to help you relax, enjoy 🍿

$ASPI $QLE something else to keep in mind while reading:

- $QLE Pelindaba facility at 15 MTU/yr would capture 30–100% of the DOE's base‑case 50 MTU/yr #HALEU demand forecast by 2035, making it potentially the single largest Western #HALEU source outside $LEU still‑scaling 16‑centrifuge demo (which has delivered only ~900 kg total to date).

These are little areas to keep in mind to truly understand the magnitude of the opportunity.

Secretary Wright celebrates the first-ever airlift of a next-gen nuclear reactor: "The power for 5,000 homes flying in the belly of a C17. That thing will be assembled and running 10-12 weeks from now...There's many companies doing this, and we're partnering with a lot of them."

$OKLO $SMR $NEE $CEG $LEU $UEC $NNE

The next-generation nuclear reactor has been successfully unloaded from the C-17 and left Hill Air Force Base.
This is a historic milestone for President #Trump's nuclear agenda.

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

Doug Casey: Mining stocks are where you should be right now.

- Mining stocks, particularly gold stocks, are still at the lowest levels in history
- Despite the recent price surge, the public is not participating

The amount of money that can be made in bull markets can be life-changing:

- Crappy little stocks can go 10x
- Some go 100x
- Occasionally 1000x

The commodity bull market has just started.

🇺🇸 Massive mobilization:

120 US Air Force planes headed to the Middle East in the past 48 hours.

🔴 Top 5 Copper Reserves by Country

🥇 #Chile 190M tons
🥈 #Australia 100M
🥈 Peru 100M
🥉 DRC 80M
🥉 #Russia 80M

#Copper is the backbone of electrification, grids, EVs, and defense systems.

Reserves are concentrated, Supply risk is geopolitical.

The #energy transition runs on copper.