What Evy Hambro and Jamie Dimon See in the Next Tech Resource Race: The West's Wake-Up Call

The Physical Cost of the Cloud: Wall Street's Rotation into Heavy Metal

Evy H. at BlackRock (NYSE: BLK) sees the writing on the wall: the artificial intelligence revolution is triggering a massive new commodity supercycle.

This thesis is already playing out in real time as BlackRock quietly secures a major stake in United States Antimony Corporation (NYSE American: UAMY) to lock down critical tech and flame-retardant metals.

Across the Atlantic, the situation is even more urgent. Jenny Leonard with Bloomberg recently highlighted Military Metals Corp (CSE: MILI | OTCQB: MILIF) and its massive Trojárová antimony asset in Slovakia, exposing how far behind the European Union is in securing its own backyard.

This bureaucratic inertia perfectly illustrates the ongoing warnings from Jamie Dimon at JPMorganChase (NYSE: JPM), if the West doesn't unite its economic and strategic fronts, we risk losing the geopolitical resource race before it even starts.

Are we witnessing the most important hard-asset land grab of the decade, and will regulators wake up in time to secure the grid?

Riding the Historic Silver Rally from Macro Trends to Micro Picks

All aboard the silver express

The macro environment for silver is accelerating like a runaway freight train. While immediate geopolitics, from deadlocked peace talks to President Donald Trump preparing for a critical diplomatic visit to China, are throwing coal into the safe-haven engine, the true driving force is an undeniable industrial supply deficit.

This high-speed environment is exactly why we are tracking producers who are actively laying down tracks and putting metal on the table.

Guanajuato Silver Company Ltd (TSXV: GSVR) has been moving aggressively to capture this momentum, notably closing the acquisition of the Bolañitos mine from Endeavour Silver Corp (TSX: EDR) to massively expand their operational capacity.

Add to that the strategic board appointment of veteran underground mine operator David Paxton, and you have a clear, operational roadmap for capitalizing on this historic bull run.

Have you bought your ticket to ride the silver express?

Super Copper Finalizes Targets for Maiden Drill Program: X Marks the Atacama

The transition from geological modeling to active drilling is the definitive catalyst for any junior explorer. Super Copper Corp. (CSE: CUPR | OTCQB: CUPPF) has officially approved eight drill pads for its 5,000-meter Phase 1 maiden program at the Cordillera Cobre project.

CEO Zac Dolesky and the technical team haven't relied on a single metric; instead, they have stacked surface geochemistry, ground magnetics, IP chargeability, and 3D MVI to pinpoint an 800-meter-plus coincident anomaly at the El Alto target.

With contractor selection advancing in tandem with their Declaration of Environmental Impact preparations for Chile's Servicio de Evaluación Ambiental (SEA), the countdown to a Q2 2026 spud is officially on.

Will this highly calculated, data-driven approach unlock the next major IOCG discovery in Chile's Atacama Region?

The Presidential Portfolio: Wall Street, Washington, and the Ethics of Executive Trading

The newly released 104-page ethics filing provides a fascinating roadmap of the President's vision for the economy, showing that Donald Trump is making massive, confident bets on the next wave of technological and industrial growth.

The standout move is a highly profitable, multi-million dollar position in Dell Technologies (NYSE: DELL), coupled with a public White House endorsement recognizing Michael Dell and Susan Dell for their contributions to federal wealth-building.

Beyond hardware, the executive portfolio reveals aggressive, strategic entries into AI infrastructure and national security, with significant holdings in NVIDIA (NASDAQ: NVDA), Intel (NASDAQ: INTC), Broadcom (NASDAQ: AVGO), Oracle (NYSE: ORCL), Palantir (NYSE: PLTR), and GE Aerospace (NYSE: GE).

At the same time, the administration is laying out a clear, pro-growth roadmap for domestic resources.

Federal support is actively flowing into critical mineral suppliers like Lithium Americas (NYSE: LAC) and MP Materials (NYSE: MP), keeping retail investors heavily focused on the trajectory of United States Antimony (NYSE American: UAMY).

This bullish infrastructure momentum even extends to the broader family ventures, with Donald Trump Jr. and Eric Trump leveraging Skyline Builders for a major merger with Cove Kaz Capital to develop global tungsten resources.

Are you positioning your own portfolio for this next tech and infrastructure rally?

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