1. Exceptional Revenue Growth: UAMY demonstrated significant growth with TTM revenue of $39.3 million, representing a substantial 131.4% year-over-year increase, indicating strong market demand for its products. 2. Strategic Resource Potential: Recent news suggests UAMY has mapped "One of North America’s Largest Untapped Tungsten" deposits, positioning it…

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The coverage

Seven themes, one thesis.

AI infrastructure

Upstream suppliers to the hyperscaler capex cycle: GPUs, custom silicon, memory, storage, data-center power.

5

Upstream suppliers to the hyperscaler capex cycle: GPUs, custom silicon, memory, storage, data-center power.
Nuclear renaissance

Small modular reactors, enriched uranium, and miners. Data-center load growth forces clean baseload.

4

Small modular reactors, enriched uranium, and miners. Data-center load growth forces clean baseload.
Energy storage

Grid-scale long-duration batteries, battery safety tech, and hydrogen fuel cells for firm power.

3

Grid-scale long-duration batteries, battery safety tech, and hydrogen fuel cells for firm power.
Critical minerals

Lithium, antimony, rare earths, niobium, copper, deep-sea nodules. IRA / tariffs force onshoring.

11

Lithium, antimony, rare earths, niobium, copper, deep-sea nodules. IRA / tariffs force onshoring.
Bitcoin infrastructure

Miners and power operators pivoting into AI HPC hosting. Stranded power → high-margin compute.

1

Miners and power operators pivoting into AI HPC hosting. Stranded power → high-margin compute.
Space economy

Launch, direct-to-device satellite connectivity, and orbital infrastructure.

1

Launch, direct-to-device satellite connectivity, and orbital infrastructure.
Sentiment plays

Retail-driven narrative stocks. Sized small, held with discipline, watched for inflection.

1

Retail-driven narrative stocks. Sized small, held with discipline, watched for inflection.

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