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Dear Investor, In the resource sector, big moves rarely start with retail investors. They start with strategic capital - the kind that studies cycles years in advance, reviews drill data long before it's public, and places bets only when a project, a team, or a trend aligns with where they believe the market is heading. That's why one decision this year caught the attention of some of the most seasoned investors in the space. The world's largest primary silver producer didn't wait for headlines, price targets, or analyst coverage. They quietly acquired a 17% stake in a small-cap exploration company advancing projects in Mexico's most productive mineral belts. Not a royalty. Not an earn-in. A direct equity position - the kind of move majors seldom make unless they view the upside as worth owning outright. What prompted it? Part of the answer lies in the acquisition the company just completed: a district-scale project long recognized for its structural potential but never advanced with modern modeling and full control. Fold this into a portfolio that already includes two additional 100%-owned assets - including a system with high-grade hits and open zones - and you have a land package that checks the boxes majors look for: scale, geological continuity, meaningful expansion potential. But there's also the macro backdrop. Demand tied to AI chips, EV drivetrains, solar systems, and advanced electronics continues rising. Supply hasn't kept pace. After four straight deficit years, inventories are thinning, development timelines are stretching, and capital is beginning to flow toward companies aligned with this tightening environment. Moves like the 17% acquisition don't guarantee outcomes - but they do reveal where experienced operators believe future value could emerge. And in a market defined by rising demand and constrained supply, positioning can matter long before the story becomes widely understood. Review the company that secured a 17% stake from a global major |
Bonus content from Stocks & Income:
Hello.
The headlines are currently dominated by "Software-mageddon" and a sudden rotation out of SaaS.
While we don’t think that software companies are all of a sudden totally obsolete, we do think that several AI stocks look coiled up and ready to move.
Today, we're covering three AI stocks that look positioned to outperform over the next six months. Not because of hype, but because of the data we’re seeing from them in AltIndex.
In today's edition:
🔌 The Lithography Giant: building the future of chips
🚀 The Optical Powerhouse: solving the "memory wall"
☁️ The Sovereign Cloud: emerging player disrupting the status quo
Let's begin.
Not financial advice. Always do your own research, and past performance doesn’t guarantee future results.
Why AI Stocks Might Surprise People
We're not predicting mania. We're not saying AI is about to go parabolic again.
We're saying that when an entire sector gets ignored while fundamentals improve, opportunities emerge.
Here's what we're seeing:
Global AI spending is set to hit $2.53 trillion in 2026
OpenAI and Anthropic are both planning IPOs this year
AI infrastructure demand hasn't slowed, it's accelerated
But media is distracted by geopolitical headlines
When attention diverges from fundamentals, interesting things can happen. That’s all we’re saying.
The stocks below are far from random picks; they're some of the highest-rated AI plays on AltIndex right now based on a combination of fundamentals, technicals, alternative data, and social sentiment.
Here’s the first one:
1. ASML (ASML)
ASML Holding N.V. is a Dutch company and currently one of the world leaders in the semiconductor lithography equipment market. Based in Veldhoven, ASML is integral to the semiconductor manufacturing process, providing crucial technology for chipmakers like Intel and TSMC. The company's advanced lithography systems, particularly their Extreme Ultraviolet (EUV) lithography machines, are pivotal in the creation of cutting-edge semiconductor devices, thereby positioning them as a cornerstone in the global technology supply chain. Their significant innovation foresight has ensured robust partnerships and steady demand for their products in the tech industry.
2. Marvell Technology (MRVL)
Marvell Technology is a leading semiconductor company specializing in integrated circuits and related technology. The company's products serve a multitude of end markets, including data centers, enterprise networking, cloud, automotive, and consumer electronics. With a robust portfolio of cutting-edge solutions, Marvell Technology aims to deliver the technology that underpins its customers' innovation.
3. Nebius (NBIS)
Already a retail investor classic at this point, Nebius is an emerging player in the tech industry, specializing in innovative software solutions and cloud-based services. The company has shown remarkable growth in recent years and has started to draw attention from investors due to its rapid expansion and positive long-term trends. With a diverse product line and strategic market positioning, Nebius is poised to continue its upward trajectory if it can effectively manage its operational costs and market conditions.
Bottom Line
These are some of the highest-rated AI stocks on the market right now. There are no guarantees about stock performance, but it does seem like the news engines are getting a little bit sleepy when it comes to AI companies.
Who knows. They might be in for a rude (or kind, depending) awakening soon.
⭐️ What did you think of today's edition?
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🫡 See You Next Week
That’s all for today’s special edition. We hope you got value from it. Reply and let us know if you did.
Until next week,
— Brandon & Blake
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance is not indicative of future results. All investing involves risk, including the loss of principal.
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