Argan Inc. (AGX) posted record Q4 FY2026 results: $944.6M revenue, $137.8M net income, $2.9B backlog. The picks-and-shovels AI power play you haven’t heard of.
The AI buildout is hitting a wall — and it’s not made of silicon. It’s made of copper wire, transformer coils, and overloaded utility substations. Power, not chips, has become the binding constraint on how fast the world can deploy AI infrastructure. NextNRG, Inc. (NASDAQ: NXXT) is a small-cap company betting that microgrids and captive, …
In March 2026, a small Nevada-focused tungsten mining company quietly completed one of the more intriguing IPOs of the year. Guardian Metal Resources (NYSE American: GMTL) raised $68.3 million by selling American Depositary Shares at $13.50 each — and for investors paying attention to critical minerals and the defense supply chain, this one is worth …
KULR Technology is reporting Q4 2025 earnings today while simultaneously announcing a Robinson Helicopter battery co-development deal. Here’s the real analysis: gross margins, Bitcoin treasury risk, and whether $2.50 is a buy.
Rheinmetall has become the poster child of Europe’s defense boom — a 540% return over three years, a backlog stuffed with orders, and every retail investor on Reddit discussing whether it’s the trade of the decade. The stock is now trading at a PE ratio of roughly 88x, well above analyst “fair ratio” estimates of …
Ticker: NYSE: UAMY | Company: United States Antimony Corporation | Category: Critical Minerals / Defense / Small-Cap The Setup: A Tiny Company at the Center of a Major Geopolitical Crisis If you haven’t heard of antimony, you’re not alone. But the Pentagon has. China has. And increasingly, investors are starting to pay attention. United States …
NextDecade (NEXT) stock jumped 27% after Iran’s strikes destroyed 17% of global LNG supply at Qatar’s Ras Laffan. Here’s the bull case, bear case, and whether $7.21 is a buying opportunity with Train 1 coming online in 2027.
dLocal (DLO) crossed $1 billion in revenue for the first time, beat earnings estimates for the 4th consecutive quarter, and trades at a 14x forward P/E with 50% analyst upside. So why is the stock stuck at $12?
Tungsten prices are up 557% since China restricted exports in February 2025. The US gets roughly 79% of its tungsten from China. And on March 20, Guardian Metal Resources (NYSE American: GMTL) listed on a US exchange for the first time, raising $60 million in a deal that priced at $13.50 per ADS — upsized …
Oil just posted its biggest single-day collapse in weeks. Brent crude plunged nearly 11% to $99.94 a barrel on Monday, March 23, while West Texas Intermediate fell more than 10% to $88.13 — its lowest settle since March 11. The trigger: a Truth Social post from President Trump announcing a five-day pause on U.S. strikes …