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Volta Metals’ Springer rare earth deposit looks huge on paper, yet the market often has trouble putting a clear value on rare earth projects because pricing is messy and hard to compare. The deposit still has room to grow, and the key question is whether that scale can translate into real economic value once the practical hurdles are considered.Read more

9 June 2026 • Co-owner of IELTS + global #1/#2 student-placement business THE THESIS The market is pricing terminal decline into a franchise that is still taking price. That is the contrarian opportunity.Read more

Oracle’s push to build more AI-ready cloud capacity is starting to squeeze the very cash engine that made it so dependable for years. The upside hinges on whether customers keep filling those new data centers fast enough to justify the spending—and whether a few big clients end up holding too much power over Oracle’s growth.Read more

Tempus AI isn't simply an AI software business (not another ChatBot). It's building a healthcare data platform where diagnostics, genomic testing, clinical data, and AI applications reinforce each other through a powerful network effect.Read more

IonQ is pushing quantum computers toward practical use, backed by big-name cloud partners and early customers that suggest the technology is starting to move beyond the lab. It’s spending heavily and still losing money, so the big question is whether its tech lead and dealmaking can turn into real, lasting demand as the market grows.Read more

SSAB sits in a sweet spot as steel trade tensions rise, because it can supply both Europe and the US without being squeezed by border fights. Add in Europe’s push to spend more on building and defence, plus a home currency that could help exports, and the setup looks unusually supportive—once the current market panic cools off.Read more

Tanco’s sharp drop after a strong run has many investors rattled, but it may also be pushing the stock back into price areas where buyers previously stepped in. A coming boost in visibility from joining a Shariah-focused index could add interest just as the market looks for signs the selling is finally fading.Read more

GoGold already has a money-making mine in Mexico, and it says it has enough cash on hand to build its next, much larger silver-and-gold project without scrambling for new funding. The big question is whether it can secure permits and execute the build on time in a country where politics, costs, and local challenges can quickly change the story.Read more

A small Malaysian tech firm that helps chipmakers automate their factories is growing quickly and expanding into key regional hubs, with a major global chip company said to be among its biggest customers. If demand for smarter, more complex chip production keeps rising, this company could ride the wave—but that customer concentration also matters.Read more