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A titanium squeeze is coming. And 75% of global supply is controlled by China. One company just found a Titanium intrusion as big as China's largest mine, and it trades at 1/10th the valuation of its peers. Fighter jets need titanium. So do rockets, submarines, and spacecraft. The US currently imports over 90% of what it uses, which means there's a serious weakness as defense budgets surge and the space race accelerates. According to Project Blue, a leading market intelligence firm, the West is heading toward a titanium supply crisis. Aerospace and defense will feel it first. Meanwhile, China's grip has tightened fast. Their share of global titanium metals rose from 40% in 2019 to over 75% today. That's the backdrop for what Saga Metals (CSE:SAGA, OTCQB:SAGMF) just found in Canada. Their Radar Project has emerged as a potential Western rival to China's largest titanium mine.
This may be one of the most strategically important titanium discoveries in North America. With global demand surging and Western supply vulnerable, Saga's Radar Project opportunity is early-stage, strategically critical, and appearing before a major supply shock. |
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Tomorrow Investor |
Magnificent 7 Breakdown: Part 2
Last month, we broke down how Google, Nvidia, and Tesla are carving out their territories in the AI landscape. But a kingdom isn't built on three pillars alone, especially when there are four members of the Magnificent 7 left to cover
Today, we’re continuing what we started with two more: Amazon and Microsoft!
While everyone’s obsessing over "who has the best chatbot," the real money is in infrastructure, distribution, and monetization. AMZN and MSFT are gunning for the same "abundant" future where their companies come out on top, but their tactics couldn't be more different.
Let’s get to it.
Not financial advice. Always do your own research. Past performance doesn't guarantee future results.
Amazon (AMZN)
If Nvidia is selling the highest-end Ferraris of the chip world, Amazon is building the world’s most efficient fleet of Toyota Corolla budget chips.
Amazon’s AI strategy is definitely built on accessibility. While rivals are fighting over the world’s limited supply of GPUs, Amazon is going vertical with its own custom silicon chips: Trainium and Inferentia.
The cost edge: Amazon is positioning itself as the "value" leader here. Reports suggest that training models on Amazon’s custom chips can be 40–50% cheaper than using standard GPUs. In a world of infinite software (see our favorite, Abundance Theory), the person who makes the compute the cheapest wins the most customers.
The "Swiss army knife" strategy: Unlike Microsoft, which is "married" to OpenAI, Amazon is playing the field with its Bedrock platform. They’ve made it easy for users to swap between Claude (Anthropic), Llama (Meta), and Mistral.
The Moat: Distribution. Amazon doesn’t need you to like their model; they just need you to build your business on their clouds.
Microsoft (MSFT)
Now, Microsoft actually just dropped a hammer last month with the release of the Maia 200 chip. This is their 2nd-gen in-house AI processor, and it’s a direct shot across the bow of the "SaaSpocalypse" doomers.
The inference king: While most of the AI hype is about training models, the Maia 200 is optimized for inference, which you could call the "doing" stage of AI. Microsoft claims it offers 30% better performance per dollar than the current fleet.
The OpenAI tightrope: Microsoft is also in a complicated marriage. They own a massive stake in OpenAI, which is cool, but OpenAI runs on NVDA chips. Microsoft wants to reduce its dependency on those NVDA chips because they’re so expensive and start using Maia 200 chips…
But if MSFT stops buying NVDA chips too fast, they risk not meeting OpenAI’s specific needs anymore and losing their initial advantage over the competition.
The moat: Microsoft is THE "desktop default." With Copilot baked into every Excel sheet and Word doc on the planet, Microsoft has the largest captive audience in the history of software.
Bottom Line
Amazon and Microsoft represent the "Infrastructure" side of the AI war.
Amazon wants to be the open marketplace where every AI model lives.
Microsoft wants to be the integrated suite where the AI does your work for you.
Choose your horses wisely!
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🫡 See You Next Week
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Until next week,
— Brandon & Blake
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