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Volta Metals’ Springer rare earths discovery looks huge on paper, yet the market often has a hard time putting a clear price on deposits like this. See why rare earth pricing and processing complexity can make a big resource look cheaper than you’d expect—and what could still change the story from here.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

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

Update as of 9 April: Just like any other basic resources stock, SSAB got hammered ever since the advent of Trump's reciprocal tariffs and their ongoing escalation down to recession fears; thus, as always with markets tumbling on a broad basis, it's no use to catch a falling knife. Once the current, all-out sell-off is over, however, I stick to SSAB's relatively positive prospects due to the catalysts as given below, since nothing has changed with the EU's investment agenda.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

TMK Energy is trying to turn early signs of gas flow in Mongolia into a working gas-to-power business, and supporters say the market still treats it like a coin-flip exploration bet. The next round of wells, early power generation, and a potential partner could quickly confirm the project—or expose the key ways it can go wrong.Read more