The Finds

Mar 8, 2026 UAMY " Antimony, Alimony, or Abalone? I'm confused." Mar 4, 2026 POET Is POET Technologies the next Qualcomm or the New Coke? Feb 27, 2026 AG The Confirmation: First Majestic Silver — March 2026 First Notice Day Feb 25, 2026 UUUU Energy Fuels Controls Margins, Not Just Metal — Processing Choke Points Create Pricing Power Feb 25, 2026 POET POET Technologies: Defense Contractor Disguised as AI Photonics Play Feb 25, 2026 PLSR Quantum Computing's Helium-3 Moment Powers PLSR's Strategic Asymmetry Play Feb 25, 2026 AG First Majestic's Mexico Problem: Resource Nationalism Will Crush the Silver Bull Thesis Feb 23, 2026 UUUU Energy Fuels Builds America's Only Chinese-Independent Rare Earth Pipeline Feb 23, 2026 AG First Majestic Silver's Vertical Integration Play Beats Profitability Headlines Feb 22, 2026 PLSR Pulsar Helium Strikes Pure Play Gold in Minnesota Geology Feb 21, 2026 POET POET's Interposer Tech Could Slash Data Center Optics Costs While Cramer Dismisses Feb 20, 2026 UUUU Energy Fuels Controls America's Only Rare Earth Processing Monopoly Feb 20, 2026 POET POET's Interposer Technology Could Cut Data Center Costs 40% Feb 20, 2026 PLSR Pulsar Helium Strikes Gold as Minnesota Well Hits Three New High-Pressure Zones Feb 20, 2026 AG First Majestic Silver Rides Institutional Wave Despite Mining Skepticism Feb 19, 2026 POET POET's Flip-Chip Revolution Cuts Data Center Power Bills 40% Feb 18, 2026 POET POET Technologies Solves Data Center's $100B Power Crisis Feb 17, 2026 PLSR Pulsar Helium's 10% Concentration Creates Primary Helium Economics Feb 16, 2026 PLSR Pulsar Helium's 10% Concentration Crushes Industry Economics Feb 15, 2026 POET POET Technologies: Wafer-Scale Automation Breaks Data Center Cost Structure Feb 14, 2026 POET POET's Flip-Chip Revolution Bypasses the Copper Wall at 1.6T Speeds Feb 13, 2026 AG First Majestic Silver Cuts Out Middlemen, Captures $4 Premium Per Ounce Feb 12, 2026 AG First Majestic Silver Captures Retail Premiums Through Vertical Integration Play Feb 11, 2026 UUUU Energy Fuels Controls America's Only Rare Earth Processing Chokepoint Feb 11, 2026 POET POET's Copper Wall Breakthrough Creates $1.2M Annual Savings Per Data Center Feb 11, 2026 AG First Majestic Silver Bypasses Middlemen With Direct-Sale Mining Strategy