Given the current state of the world, my long-term stock theme remains focused on:
⚔️ Defense — rising geopolitical tensions support sustained investment in security $ONDS (Ondas Inc)$RKLB (Rocket Lab Corp)
⛏️ Minerals — critical minerals underpin modern supply chains and energy technology $GOLD$SILVER... عرض المزيد ترجم
Silver has crossed $100 level - up over 200% from a year ago. Historic move. The industrial demand story (solar, EVs) plus supply deficit is real. The fundamentals are different. Position sized accordingly. 📈 #Silver $SLV (iShares Silver Trust)$SILVER... عرض المزيد ترجم
Another red day, but as expected with the yo-yo trade news. We have been through this before in October, and April. I just sit through it and added the stocks that have been on my watchlist $ONDS (Ondas Inc) $RKLB. I see metals prices are going to continue the rise $GOLD$SILVER$GLD (SPDR Gold)... عرض المزيد ترجم
Rio Tinto said on Thursday it would supply copper that it leaches from an Arizona mine to Amazon.com for use in the tech giant's artificial intelligence data centers.
The move underscores the rampant push by the AI industry for access to supplies of copper and other critical minerals that are used... عرض المزيد ترجم
$BTC Bitcoin is trading near its highest level in more than two months as it inches back towards the key $US100,000 level. I would be watching closely, and hope positive movements of $BTC would bring my crypto related stocks back to the green! $BTC$BITF (Bitfarms Ltd)$CAN (Canaan Inc)... عرض المزيد ترجم
$TEM.US (Tempus AI Inc) stock up 6% , pre-announced earnings ahead of JPM Healthcare with Q4 revenue of ~$367M vs est. $360M alongside record TCV now exceeding $1.1B & net revenue retention of ~126%.
Tempus is positioning itself to build the largest oncology-focused foundation model by embedding... عرض المزيد ترجم
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Sat Jan 24 2026 20:24:46 GMT+0000 (Coordinated Universal Time)