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Made in China, Lost in Combat, Gold Continues to Outshine, Tech Stocks Roar Back

Made in China, Lost in Combat, Gold Continues to Outshine, Tech Stocks Roar Back

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Editorial Team
April 25, 2025

Severe Munition Shortages: U.S. missile and bomb stockpiles are dangerously low; if war erupted with a major superpower, reserves could be depleted in a week. Pentagon support to Ukraine and allies like Saudi Arabia is already draining active-duty supplies, not just surplus.
Broken Defense Manufacturing: America's defense procurement system prioritizes expensive, slow-to-build, boutique weapons instead of scalable mass production. COVID-19, reliance on fragile global supply chains, and decades of offshoring manufacturing to China have exposed critical vulnerabilities.
Urgent Call for Reindustrialization: Experts like Trae Stephens and Palmer Luckey warn that without a cultural and industrial shift toward fast, large-scale domestic production, the U.S. risks being strategically outgunned in future conflicts—especially if China moves on Taiwan.

Made in China, Lost in Combat: The U.S. War Machine’s Fatal Flaw

www.juniorstocks.com/made-in-china-lost-in-combat-the-u-s-war-machine-s-fatal-flaw

Strategic Significance: Perpetua's Stibnite Gold Project in Idaho is poised to become a major domestic source of antimony. The project has been designated as a priority by the White House, highlighting its national importance.
Financial Momentum: The company recently raised $35 million through a public offering to fund long-lead materials and engineering for the Stibnite project. Analysts have a strong buy rating, with a 12-month price target of $23.50, indicating a potential 62% upside from current levels.

Exploration Initiatives: Military Metals is actively exploring antimony-gold properties in Slovakia and Nova Scotia. The company has initiated a field program at its Tiennesgrund property and is conducting underground LIDAR surveys at its flagship Trojárvá project.
Market Activity: MILI's stock has risen by 137% over the past year, outperforming the Canadian metals and mining industry average. This growth is attributed to its strategic focus on critical minerals and recent exploration successes.

Operational Expansion: UAMY has restarted its Madero smelter in Mexico and expanded its Alaskan antimony mineral land holdings. The company plans to begin mining antimony from these claims in Q3 2025, enhancing its production capabilities.
Financial Highlights: In fiscal year 2024, UAMY reported a 72% increase in revenue to $14.9 million and reduced its net loss significantly. The company also secured a $5 million line of credit to support its strategic initiatives.

As prices soar to $3,500 and global uncertainties rise, discover why investors are rushing to gold.

Gold prices hit record highs in 2025, driven by geopolitical and trade uncertainties: The spot price of gold reached $3,500 per troy ounce in mid-April 2025, a 90% increase from five years prior, fuelled by investor demand amid US President Donald Trump’s trade policies and tariffs, particularly impacting China.
Central banks and ETFs bolster gold demand: Central banks purchased over 1,000 tons of gold in 2024, with significant buys from Poland (89.5 tons), India (72.6 tons) and China (44.2 tons), while gold-backed ETFs saw $21 billion in inflows in Q1 2025, the highest since the Covid-19 pandemic.
Gold’s safe-haven status is reinforced by cultural and market factors: Gold’s appeal as a hedge against inflation and a weak US dollar (at a three-year low in April 2025) is amplified by cultural demand in India (households own 25,000 metric tons) and China, alongside central banks diversifying reserves to reduce US dollar dependency.

The technology sector led the rally, with Nvidia (NVDA +8.5%), Amazon (AMZN +8.5%), Google (GOOG +6.5%), and Microsoft (MSFT +5.9%) seeing major gains. Nvidia rebounded sharply after a multi-day selloff, fueled by renewed confidence in its AI dominance. Bargain-hunting and strong ETF flows into tech helped lift the entire sector.

Tesla (TSLA +16.9%) surged after reports of stronger-than-expected Q2 delivery estimates and buzz around upcoming AI/autonomous driving updates. Meanwhile, chipmakers like AMD (+9.5%), AVGO (+11.6%), and MU (+14.9%) rallied on expectations of sustained demand for data center and AI infrastructure.

Consumer defensive names like Procter & Gamble (PG -6.2%) and Costco (COST -2.8%) slumped on margin concerns tied to inflation and supply chain input costs. Telecom stocks were hammered—T-Mobile (TMUS -11.2%) and Verizon (VZ -5.4%)—amid weak subscriber growth and pricing headwinds.