SIGNAL OF THE DAY

DamonSkye's coverage just became the consensus trade. The "Great Sector Rotation" has pushed Energy up 23.2% year-to-date while tech struggles. Silver at $80/oz with structural deficits of 67 million ounces in 2026 alone. Pulsar Helium achieved a perfect seven-from-seven drilling success rate with gas encountered in every well drilled. The infrastructure build thesis isn't coming — it's here.

SIGNAL When uranium miners raise guidance by 100%, silver miners report "super margins," and helium explorers bat 1.000 on drilling while Nasdaq bleeds, the physical world is repricing against digital speculation.

COVERAGE PULSE

POET: Strategic partnerships with LITEON and product demonstrations at OFC 2026 with prototypes expected by late 2026 and high-volume production in 2027. Volume surged 1.6x ahead of announcements.

UUUU: Exceeded 2025 guidance with over 1 million lbs U3O8 produced, added two new long-term contracts, and detailed REE projects with $3.7B total NPV. VP sold 25,000 shares at $18.84 on March 18 — smart money taking profits before sector rotation.

AG: Record 15.4 million ounces of silver production in 2025, an 84% increase year-over-year. CEO announced "Margin First" strategy with dividend raised to 2% of net revenues. The Gatos acquisition paid for itself in under a year.

PLSR: Flow testing program begins late March or early April 2026 with initial flow testing phase followed by pressure build-up. Perfect drilling success rate validates geological model strength.

WHAT THE MARKET IS NOT TALKING ABOUT

The DeepSeek AI shock broke more than software valuations — it exposed the margin illusion. Open-source AI achieved frontier-level performance at a fraction of projected costs, sparking a "valuation crisis" with enterprise software down 20-30%. Meanwhile, the $5 trillion OBBBA fiscal package restored 100% bonus depreciation, creating a domestic "building boom".

The real story is power. Microsoft's $650 billion projected AI infrastructure CapEx now carries higher risk due to surging energy costs. Every data center requires copper, power, and cooling. Industrial demand from AI infrastructure and electrification pushed silver to face a structural deficit of 67 million ounces in 2026.

ON THE RADAR - Next 7 Days

March 27-29: Pulsar flow testing program expected to commence. Seven wells with 100% gas encounters await pressure data that could define commercial viability.

Q1 2026 Earnings: Energy Fuels targets 780k-880k lbs of long-term uranium sales in 2026 with COGS expected to fall Q1 as low-cost Pinyon Plain ore is sold.

Middle East Watch: Strait of Hormuz tensions threaten 20% of global oil consumption, creating stark contrast between tech vulnerability and materials as essential hedges.

The author may hold positions in securities discussed in this publication. All positions, if any, will be consistent with the analytical thesis presented. DamonSkye Research discloses material holdings at the time of publication. This is not investment advice. See full disclaimer.