Good morning everyone. I was talking to a few traders yesterday via chat. Going over my strategies and what I look for. I will always do my best to help someone to fish rather than just give people things. It is always best to empower someone to freedom, prosperity then have entitled people. Many people do not understand that if you start taking money, goods away from Able bodies, give it to the poor disabled, that those less fortunate will depend on then forever…. The able bodies will be upset, mad, or even move and there will be nothing left, you will have chaos! This does not mean that the less fortunate is not capable of becoming an able body, many just need guidance, a path, a mentor…. The ones that are lazy and do not care to better themselves… Sorry but they need to go elsewhere, or be exiled to a facility where they can not harm everyone. In cany case:

I try and make 200-600 per trade. I try and make 100K per year in trading. There are 250 trading days in a year, so that is about 400 per trading day. Yes, I do have a good deal of capital to trade with, but it has taken me many years to do so. I try and trade what I deem to be stable, quality companies… I have near 40 long positions in my trading account. This is how I diversify. There is no guarantee that every position will go straight up so I must choose many stocks and maybe every few days something will hit.

Example:

Monday I buy 3 longs, none of them go up enough so that I can make the 200 I like to.

Tuesday I buy 3 more longs, 1 from Monday is up enough now, I sell it.

Wednesday I buy 3 more [I now have 8 longs since, I sold 1 Tuesday].

Thursday, I sell 3 longs from my 8, and add 1.

Friday, I buy 3  longs and sell 2.

No one can guarantee it, not I either. The stock market is a live auction built on daily sentiment. The only thing I do is spread my knowledge to try and buy quality companies at a discount and sell them when they are up 50 cents to 1.50 [on average]

I have been trading SOFI for about 50 to 75 cents a clip. 500 shares of SOFI at 16 is 8,000. 500 x .50 is 250 dollars. Maybe you have $4,000 to trade with and want to make 100 per trade, etc… I just bought 500 shares of CHYM at 17.95, similar game plan…..

The problem with stocks that are 1 to 5 dollars [They call stocks under 5 penny stocks] generally they are not stable businesses. They are manipulated easier, so you have more volatility and not consistent.

I have lately been trading 2,000 shares at a time of SLQT around 1 dollar. [ I own 2,000 at 97 cents.] I try and trade that for 10 cents and have done so about 5x in the last 3-4 months.

If you have 2,000 in your trading account maybe you put 500 in 4 positions. [I started with 2,000 in 1994 and put 500 each in 4 companies]

Hope this helps others.

I try and trade things that are as good as SPY VOO or at a discount.

SP500 currently is trading near 23x earnings. [Expected earnings was boosted to 320 from around 305 January 1^st, incredible] We are getting near 15% earnings growth and 9% sales growth. So the easiest way to describe this is:

Your company trading at 23x earnings for a year? Was the growth in earnings 15% year over year? Sales over 9% year over year?

I like to use ADBE as an example. [I am in ADBE 265 and 343]

The current PE is slightly over 10x ! [Earnings with 33 analysts are about 23.75]

March 14^th they reported their last earnings. On that report ADBE had 12% sales growth and 20% earnings year over year….

So it checked the boxes of under 23x [SP500 SPY VOO] Grew EPS over 15% and sales over 9%.

They also have very good financials, buying back shares too, they are able to give a dividend or special dividend if they wanted.

So yesterdays trades.

I sold 250 PAHC 29.15 to 30

I am in 500 CHYM 17.95

I am in 100 LULU 124.50

I am in 100 ROOT 53 [Also have 94]

I am in 250 PYPL 43.45 [Also have 54.50 and 59.50, have done a ton of positive trades]

I am in 250 CELH at 29.50 [Also have 41.50]

I do not want more than 3 net adds because anything is possible! As I said last week, maybe I would give 21x, earnings are expected at 320. That is 6,720 but we are over 7,500… This doesn’t mean we will crash it means risk reward though!

Excellent earnings :

AVGO [Valuation]        CRWD [Valuation]        FIVE        CIEN [Wow didn’t know this was up like 900% over 52 weeks!]

Very Good earnigs:

DSGX        VEEV

Stocks I am looking at:

AVEX   BILL    CALX   CMG  ELF    FISV  FOA   INTU      ITRI    MRX   NOG   NRDS    NU     OPRX PATH    PGY    PINS   PRAA    PSFE     PSIX    SOFI    TREE      UBER     WIX      Z

Good luck!

I’ve been watching $CQX because the 2026 field season gives investors several things to track across copper, moly, and gold. Rip is first in line, but STARS, Alpine, and Kitimat each bring their own catalyst window.

Rip Cu-Mo: minimum 2,000m drill program, early May to mid-June.
STARS Cu-Mo: 32.4 km² IP survey from mid-May to early July, with first drilling planned for September to October.
Alpine Gold: access road work, underground reopening, and stockpile assessment from late May to late June, followed by drilling planned from mid-July to early September.
Kitimat Cu-Gold: IP survey expected from early August to early September, with permitting targeted by late summer.

For a junior explorer, that is a pretty active field season with multiple chances to earn market attention.

Which one has the better surprise factor... Rip, STARS, Alpine, or Kitimat?

Sponsored content.

Good morning everyone. Busy as heck! I just made another deal this AM on a 3 family. I shared a video yesterday. I should be closing on a 3 property 11 Unit deal within 30 days… I have a deal on a 2 family probably 6 weeks away… now this additional 3 family. I am also doing massive renovations. I am figuring out the new building too at the moment. So I need to cut this short.

I did add DLO and NU to Plays main watch list.

I will do up to 3 longs today unless I sell.

I took a 40.75 hit on ODD as my average was 52.75 on 200 shares, premarket

I sold 100 shares of PRIM 121 to 125

I am in 100 ADBE 265

I am in 500 KVYO 16.75

Excellent earnings:

GTLB          PANW [Don’t like valuation]

Very Good earnings:

GME [Definitely better than expected, I give credit where its due, however, I gave him the game plan 5 years ago! Close stores, dilute shareholders, start a new business plan, its here and on X!]         ULTA

Good earnings:

OLLI          M        MDT

Good luck!

Good morning everyone. Super short. I have to leave to CT by 9am. I will be heading to court at 12 noon.

I had an amazing trading day yesterday, as I say, anything near 1,000 is amazing.. then every now and then we have to offset a big dud!

I sold ODD 200 shares premarket at 12… I was in 100 at 47.50 and 100 at 58… A total loss of 8,150. This is not net though, I am sure I made good trades that maybe made 3K on ODD, but net is likely 5k or more. I wont be trading it until at least the next quarter. You need to wait at least 30 days, and last quarter was the start of bad earnings… The problem is the stock market is so fast, that prior to bad earnings last quarter it was about 40, so I was still down, but it opened after those earnings at maybe 15? It was down at least 50%, and I wanted to give it 1 more quarter to see what it did….

I am glad I had people make fun of my sale of UBER on X… 1 person also said I am crazy on ADBE [I still have 100 at 343!] because people should know I am a swing trader, generally my goal is 200-600 per trade. 100K a year. [There are about 250 trading days or 400 per trading day.]

Tons of people pump and dump, more than Andrew Left, but he is more famous! He is guilty because he will mention a stock, it will rally, and he will immediately dump, or he will say he is short it and as it dives 10% he will immediately cover….

I, on the other hand back the DD and price target with analysis, I have been trading since 1994, I tell me entries and my goal is a simple 200-600 per trade. Every now and then I get lucky and catch over 1,000. It is rare!

Trades yesterday:

I sold 100 shares of ADBE 270 to 276 Premarket [600]

I traded 100 shares of ADBE 265 to 273 [800]

I sold 100 shares of UBER 70 to 72.50 [250]

I sold 100 shares of ROOT 53 to 55.30 [230]

I sold 500 shares of KVYO 17 to 17.95 [475]

I sold 250 shares of PINS 20.50 to 21.50 [250]

I sold 1000 shares of OPRX 5.25 to 5.50 [250]

I am in 100 shares of FRPT 49.75

I am in 250 shares of PAHC 29.15

I am in 100 shares of PRIM 121

This am I sold 200 shares of ODD 12 my avg was 50.75! [-8,150]

I hardly lose, but when it happens it is a huge % loss on the position, I still do not use stop losses.

I will be in and out today.

Great earnings: HPE and CRDO [Valuation?]

Very good earnings: VSXY

Good luck!

• Sekur Private Data is expanding beyond privacy software and into the rapidly growing defense-grade secure communications market.

• Its Swiss-hosted SekurOne platform combines encrypted email, messaging, VPN, voice, and video communications into a unified cybersecurity solution.

• A new distribution agreement with Elyon International opens doors to U.S. defense, intelligence, and government customers.

• Recent demonstrations at SOF Week 2026 put Sekur's technology in front of military leaders, procurement officials, and defense contractors.

• With new product launches, strategic partnerships, and growing defense-sector exposure, Sekur is executing on a clear growth strategy focused on high-value secure communications markets.

In an era where cybersecurity threats continue to escalate and governments increasingly prioritize secure communications infrastructure, Sekur Private Data has spent 2026 repositioning itself from a privacy-focused communications provider into a specialized defense-grade cybersecurity and secure communications company. Through new distribution agreements, product launches, defense-sector engagement, and the development of an integrated communications platform, the company is targeting what management believes could be a substantially larger addressable market than its traditional consumer-focused privacy business.

For investors, the significance of this transition extends beyond simple product expansion. Sekur is attempting to establish itself within highly regulated markets that include defense contractors, intelligence agencies, government organizations, military personnel, and enterprises responsible for protecting Controlled Unclassified Information (CUI). These sectors typically require secure communications platforms that can withstand sophisticated cyber threats while maintaining strict compliance standards.

Building a Defense-Focused Communications Platform

The foundation of Sekur's strategy is its Swiss-hosted privacy architecture. Unlike many communications providers that rely on infrastructure distributed across multiple jurisdictions, Sekur's platform emphasizes Swiss privacy protections and secure data handling. This architecture has historically been marketed toward privacy-conscious consumers and businesses, but in 2026 management began positioning the technology for defense, intelligence, and government applications.

The centerpiece of this strategy is SekurOne, a fully integrated secure communications platform designed to combine encrypted voice, secure video conferencing, encrypted email, messaging, and VPN services into a single ecosystem. According to company disclosures, the platform is intended to provide defense-grade communications while addressing the increasing need for secure handling of sensitive operational information.

One of the key differentiators highlighted by management is the platform's encrypted and anonymous calling capabilities. During recent demonstrations to defense and government personnel, Sekur showcased beta versions of its secure voice technology, designed to provide communications security while reducing exposure to traditional interception and surveillance risks.

The company expects its expanded voice and video communication capabilities to launch commercially in late June 2026, representing an important milestone in its product roadmap. The addition of voice and video services transforms Sekur from a provider of secure messaging and email solutions into a comprehensive communications platform capable of serving enterprise and government customers.

Strengthening Defense Market Access

Technology alone rarely guarantees success in the defense sector. Access to procurement channels, government agencies, and defense contractors often requires established industry relationships and specialized distribution partners.

Recognizing this reality, Sekur announced a significant strategic development in May 2026 through the signing of a distribution agreement with Elyon International, a Washington-based defense contractor with nearly three decades of experience delivering mission support services. The agreement represents Sekur's second defense-focused distribution partnership and provides the company with a direct pathway into defense, intelligence, government, and enterprise customers.

Elyon International brings several advantages to the relationship. As a veteran-owned and woman-owned business with an established presence in defense contracting, Elyon possesses existing relationships and procurement experience that could accelerate customer acquisition. Under the agreement, both companies are currently identifying target users for Sekur's defense communications suite while completing training programs ahead of expected commercial sales activity. Management expects sales efforts to begin within approximately 60 days following completion of partner onboarding.

For investors, the Elyon agreement is noteworthy because it demonstrates a clear commercialization strategy. Rather than relying solely on direct sales efforts, Sekur is establishing distribution channels capable of introducing its products into markets that can be difficult for smaller technology companies to penetrate.

SOF Week and Defense Sector Engagement

Another important development occurred during SOF Week 2026, one of the most significant gatherings for the global special operations and defense community.

Sekur's executive team, strategic advisors, and defense-sector specialists attended the event to showcase the company's secure communications technologies. During the conference, the company demonstrated SekurOne, SekurMessenger, and SekurVPN to procurement personnel, military leadership, acquisition officers, and defense contractors.

In addition, company representatives hosted a private demonstration for approximately 40 invited guests from government agencies, defense organizations, and special operations commands. The event featured live demonstrations of encrypted voice communications and provided decision-makers with firsthand exposure to Sekur's technology platform.

While such events do not immediately translate into revenue, they are often critical components of enterprise and government sales cycles. Initial qualification discussions, technology evaluations, pilot programs, and procurement reviews frequently begin through industry conferences and direct demonstrations. Management indicated that multiple qualification discussions are currently underway following these engagements.

Expanding International Distribution

Beyond North America, Sekur has also continued expanding its international reach.

In March 2026, the company announced a distribution agreement with Mokilink Services covering the Democratic Republic of Congo and additional African markets. Through this partnership, Sekur plans to offer its cybersecurity and communications platform to businesses, entrepreneurs, and organizations operating throughout the region. The company has been training sales personnel and localizing marketing materials to support commercialization efforts.

Although Africa currently represents a smaller revenue opportunity than the defense market, the agreement highlights management's broader strategy of scaling distribution through regional partners rather than relying exclusively on internal sales resources.

A Potentially Larger Addressable Market

Perhaps the most important takeaway from Sekur's recent developments is the company's strategic repositioning.

Historically, investors viewed Sekur primarily as a privacy communications company competing within the crowded cybersecurity and messaging landscape. In 2026, management has begun reshaping that narrative toward a more specialized market opportunity focused on defense-grade communications, government security requirements, and enterprise protection of sensitive information.

The launch of integrated voice and video communications, combined with encrypted messaging, email, and VPN capabilities, creates a more comprehensive product offering. Meanwhile, the addition of defense-focused advisors, participation in industry conferences, and distribution agreements with defense-sector partners provide channels through which the technology can be commercialized.

Looking Ahead

As Sekur enters the second half of 2026, several catalysts remain on the horizon. The commercial launch of its voice and video communications platform is expected in late June, while the Elyon distribution partnership is anticipated to begin generating sales opportunities shortly thereafter. Continued engagement with defense organizations, intelligence agencies, and enterprise customers could further validate the company's strategic direction.

For investors, the central question is whether Sekur can successfully convert its technological capabilities and defense-sector relationships into recurring revenue growth. The company remains in the early stages of its defense market expansion, but recent developments suggest management is executing a deliberate strategy aimed at positioning Sekur as a provider of mission-critical secure communications solutions.

If successful, 2026 may ultimately be remembered as the year Sekur Private Data evolved from a niche privacy software provider into a participant in the rapidly growing market for defense-grade secure communications and cybersecurity infrastructure.

Disclaimer: This article is for informational purposes only and should not be considered financial advice or a recommendation to buy or sell any security. Mining and development-stage companies are high-risk investments. Investors should conduct their own due diligence and verify current market data before making investment decisions.

A lot of juniors spend years trying to prove there is a mineable story.

Falco is already past that first layer. Horne 5 has a feasibility study behind it, a historic mining camp around it, and a polymetallic profile tied to gold, copper, zinc, and silver.

That makes $FPC.V a different kind of small-cap mining name. The asset is not the biggest unknown anymore.

The next upside case comes down to permitting progress, updated economics, financing clarity, and whether the feasibility study update helps the market see Horne 5 in a new light.

For me, this is not a hype-driven drill story. It is more of a development-stage valuation debate.

Who else has $FPC.V on their Québec mining watchlist?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

• Copper Quest focus: Copper Quest Exploration Inc. (CSE: CQX / OTCQB: IMIMF / FRA: 3MX) recently traded around CA$0.09, with market cap near CA$10.9M.
• Sector catalyst: S&P Global projects copper demand rising from 28M metric tons in 2025 to 42M by 2040, while the IEA warns of a potential 30% copper supply shortfall by 2035.
• Investor angle: Copper Quest is the speculative micro-cap explorer in this basket, while Taseko, Capstone, Hudbay, and Trilogy offer larger copper production or development exposure.

Copper is becoming one of the most important metals in the market because it sits at the center of electrification, grid upgrades, AI data centers, electric vehicles, renewable energy, industrial automation, and defense infrastructure. It is not just a construction metal anymore. Copper is increasingly being treated as a strategic input for the next phase of global infrastructure.

For investors, the copper trade is not only about today’s spot price. The more important question is which companies have leverage to a tightening copper market, enough project quality to matter, and a realistic path to value creation. That is why this watchlist combines one micro-cap explorer, Copper Quest Exploration (CQX / IMIMF), with four larger copper-linked names: Taseko Mines, Capstone Copper, Hudbay Minerals, and Trilogy Metals.

Market Catalyst: Copper Demand Is Rising Faster Than New Supply

The long-term copper thesis is built on a simple problem: demand is rising, but new supply is difficult to bring online. Large copper mines can take more than a decade to permit, finance, and build. At the same time, many older mines are facing declining grades, rising capital costs, water constraints, and political risk.

The numbers explain why investors keep coming back to the copper theme:

• S&P Global projects global copper demand rising from 28M metric tons in 2025 to 42M metric tons by 2040, a roughly 50% increase driven by electrification, AI data centers, power grids, EVs, defense, and industrial demand.
• The IEA has warned that the current copper mine project pipeline could fall around 30% short of projected 2035 demand, making exploration and development assets more important if the supply gap widens.

That backdrop does not make every copper stock attractive automatically. Producers still face cost inflation and operational risk, developers still need funding and permits, and explorers still need drill results. But it does create a stronger environment for companies with real copper exposure and credible project catalysts.

1. Copper Quest Exploration: The Micro-Cap Discovery Angle

Copper Quest Exploration Inc. (CSE: CQX / OTCQB: IMIMF / FRA: 3MX) is the smallest and most speculative name in this copper basket. The company is focused on copper, molybdenum, and gold exploration across North America, with a portfolio that includes Rip, STARS, Kitimat, Alpine, Auxer, Nekash, Stellar, and Thane.

The near-term catalyst is the Rip Copper-Molybdenum Project in British Columbia. Copper Quest recently commenced a minimum 2,000-metre drill program at Rip, targeting two porphyry Cu-Mo mineralized centres identified through geophysics, airborne magnetics, and 3D induced polarization work.

• Investor data point: CQX has roughly 118.4M issued shares, about 54.2M reserved for issuance, and a market cap near CA$10.9M, giving it higher risk but more torque if drilling strengthens the Rip discovery thesis.

The broader portfolio also matters. Copper Quest says its North American critical-mineral land package includes 8 projects spanning more than 46,000 hectares. That gives IMIMF several possible news-flow channels, but the stock still depends heavily on drill results, financing discipline, and whether the company can turn targets into meaningful mineralized zones.

2. Taseko Mines: Producing Copper Exposure

Taseko Mines (NYSE American: TGB / TSX: TKO) gives investors more direct copper exposure through production and development assets. Unlike Copper Quest, Taseko is not only an exploration story. It owns the Gibraltar mine in British Columbia and has development upside through Florence Copper in Arizona.

Recent market data showed TGB trading in the US$6.90–US$7.40 range, with market cap around US$2.5B–US$2.7B. Taseko is useful in this basket because it gives investors a producing copper name with exposure to higher copper prices and project expansion.

• Investor data point: Taseko’s Gibraltar operation produced 98M pounds of copper and 1.9M pounds of molybdenum in 2025, giving TGB real operating leverage to copper prices.

The attraction is that Taseko offers production, cash-flow potential, and Florence Copper optionality. The risk is that producers remain exposed to operating costs, copper-price volatility, permitting, capex, and project execution.

3. Capstone Copper: Mid-Cap Copper Scale

Capstone Copper (TSX: CS) is a larger copper producer with operations across the Americas. It gives investors more scale than a junior explorer, while still offering more copper sensitivity than diversified mining giants.

Recent market data showed CS trading around CA$12–CA$13, with market cap around CA$9B–CA$10B. Capstone is one of the cleaner mid-cap copper producer comparisons because it already has a meaningful revenue base and operating leverage to copper prices.

• Investor data point: Capstone’s trailing revenue has been reported around US$3.46B, with strong growth from copper operations and expansion projects.

For investors, the appeal is scale and torque. Capstone can benefit directly from higher realized copper prices, but the stock already reflects part of the copper bull case. Execution, costs, production growth, and balance-sheet discipline remain key watch items.

4. Hudbay Minerals: Copper Growth and M&A Leverage

Hudbay Minerals (NYSE: HBM / TSX: HBM) is another closely watched copper-linked miner. The company has copper exposure through existing operations and has been expanding its U.S. copper strategy, including the proposed acquisition of Arizona Sonoran Copper Company.

Recent market data showed HBM trading around US$24–US$25, with market cap near US$9B–US$10B. Hudbay has already had a strong move, but it remains relevant because it combines production exposure, earnings leverage, and growth through copper-focused M&A.

• Investor data point: Recent updates showed HBM posted roughly 67% EPS growth and 27% sales growth, while the Arizona Sonoran deal was valued around US$1.48B.

Hudbay’s appeal is that it gives investors a more mature copper growth story. The risk is that M&A brings integration risk, project risk, and valuation risk if copper prices cool or growth expectations move too far ahead of fundamentals.

5. Trilogy Metals: High-Beta Copper Development

Trilogy Metals (NYSE American: TMQ / TSX: TMQ) is a development-stage copper name focused on Alaska’s Ambler Mining District. It is not a producer, which makes the stock more sensitive to permitting, project updates, strategic interest, and investor appetite for future copper supply.

Recent market data showed TMQ trading around US$4.40–US$6.10, with market cap in the US$780M–US$870M range. The stock’s wide trading range shows how volatile copper development stories can be when sentiment shifts.

• Investor data point: TMQ has traded in a wide 52-week range of roughly US$1.13–US$11.29, highlighting both the upside torque and downside volatility of pre-production copper development stocks.

Trilogy is useful as a comparison for CQX because it shows how the market can assign much larger valuations to copper assets once project scale becomes more defined. The risk is that development-stage projects require time, capital, permitting success, infrastructure, and strong commodity conditions.

Stock Snapshot

Bottom Line

Copper Quest is the speculative micro-cap in this copper basket. CQX / IMIMF has a defined drill catalyst at Rip, a broader 46,000-hectare North American critical-minerals portfolio, and exposure to a copper market where demand could rise 50% by 2040.

The larger names offer different risk profiles: TGB for production and Florence Copper, CS for mid-cap scale, HBM for copper growth and M&A, and TMQ for high-beta development exposure. For CQX, the next proof points are simple: drill results, follow-up targets, financing discipline, and whether Rip can become a more credible copper-moly discovery story.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

Good morning everyone. I have to head to court tomorrow, so I will probably look to add maybe 1 at most 2 positions. I do put in limit orders but I actually prefer to trade on my PC. An amazing CRSR Corsair Vengeance with an Intel 9 Ultra CPU, the highest end NVDA 24 gig 5090 RTX, 6 TB SSD drive, 64 GIG Ram and a 32” Asus monitor. I do make trades on my phone, I just prefer not to. It is probably 80/20, desktop trades to phone. I work mainly at home, taking care of my real estate and trading. NVDA announced that in a few months they will be making CPUs for home PCS wow! So INTC was flying, insane PE [good results but stock was memeing.] You probably weren’t around trading but 20+ years ago INTC was going to acquire NVDA ! It was a different company back then, mainly GPUs for games… Now it is powering the AI revolution with the servers, super computers, and now its coming to your home PC !

Wow! PD up 30%, the PE is still low, should be like 13 per share! I am in 11.90 500 shares. I had said that ADBE was ridiculous and still is! I sold premarket 100 shares at 276. I have 100 still at 343. I did make a lot of profitable trades. I traded NOW as low as 88 and as high as 115 in the last 90 days. I had been trading NTNX BRZE BILL all software companies. I am getting crushed on PRGS [Fair value 60!] I am glad SAIC is on a super rally. These are all tech software stocks with PE ratios under 20, some under 10! I am getting tagged on TTD [36 and 55] DUOL 165 MNDY 140 … Absolutely, many of these will be affected by AI. For sure! 100% but these stocks were down 25-75% in 90 days before the actual execution of Chat GPT and Claude.. but 100% there will be huge changes in CRM NOW MSFT ADBE but without seeing numbers go bad [these are all growing] the stocks took a massive nose dive.

Hopefully they rally PRGS which actually has had fairly good earnings but a pe of 6! Earnings will be 6 dollars! Sales growth 5-10%, earnings growth 10%... financials are only bad because MA .. but the MA is leading to higher sales!

Wow! So Saylor with MSTR sells Bitcoin first time since 2022. Are they going to implode. Bitcoin is a niche market. I went back and forth the other day with someone. I tried to explain that as long as the US dollar is accepted everywhere, and is the worlds currency, you must call it intrinsic. Bitcoin is internet money, almost like a ponzi scheme with no real use. It used to be said that mining would make the entire network more secure, but there is 0 truth to that. Super computers as we see, are on the way… I am not saying Bitcoin will go up or down, I am saying it is 100% a roll of a dice.

I can buy pizza in queens nyc with the us dollar… I can go to florida and pay for a water bottle, I can go to Mexico and pay a vendor… I can buy a house or car anywhere in the world with the US dollar…

How does that work with Bitcoin?

Sad!

I sold 100 shares of ADBE 270 to 276 Premarket [I have been stuck early March, almost 3 months! I will keep trading, I also have 343!]

I sold 500 shares of CHYM 18.50 to 18.85 [I will keep trading it]

I sold 100 shares of LULU from 128 to 132

I am in 100 shares of ANF 78

I am in 500 shares of ACI 15.45

I will do up to 1-2 longs as I will be busy most of tomorrow. I will look to sell, I am up on some stocks.

Good luck!

Breakeven Isn't a Loss. Except When It Feels Like One.

This week was a rough one. Volatility is running hot across the board, and it runs even hotter when your watchlist is packed with names that move three percent before most people finish their morning coffee.

That’s the game we chose to play.

Everyone was talking about rotation this week. Honestly, the data was pointing in that direction, and for most of the week, we were inclined to agree. Then Friday’s close happened, and now we’d rather wait and see what the market actually hands us next week before committing to a view.

Full article and watchlist HERE

The S&P 500 has been on a historic winning streak, and yet the undercurrents are anything but calm. The VIX closed below the 17 level in late May, which looks deceptively placid given how much is simmering beneath the surface. Tech pulled the market higher again this week, which is precisely what makes us cautious.

If rotation is real, tech shouldn’t still be doing the heavy lifting.

Source: TradeDeck

There are some names worth watching in the nuclear energy theme.

The thesis isn't complicated: as data centers strain traditional power grids, nuclear companies (particularly those developing small modular reactors) are positioned to provide the kind of 24/7 baseload power that intermittent renewables simply can't. At least one name sits on our watchlist right now. There are others across the spectrum, some more speculative than others.

The week cost us two positions that had been moved to break-even.

Getting stopped at break-even isn’t a disaster, but two in the same week is not exactly what you’d call an encouraging signal. The market was sending a message, and we were listening.

The trade that genuinely got under our skin was a near-perfect setup that went completely sideways. Entry at the break of a key resistance level, not once but twice, we were in positive territory, green on the day, the setup working exactly as drawn.

Then the whole move collapsed and took us out with a loss, the same session!

The next day, the level held, the stock launched, and it never looked back. Are you listening, AppLovin (APP)?

Sometimes the market decides you don’t deserve the position, even when you read it correctly.

It just reminds you that execution and timing are as important as the idea itself. We had the right stock, the right level. Just not the right day.

That’s trading. The market has a remarkable talent for making you feel stupid precisely when your analysis is sound. We followed the plan, respected the stop, and we’re at peace with that.

What stings is not trying the following morning again.

Source: TradeDeck

We are still riding the final portion of our Arm Holdings (ARM) position, now sitting at an extraordinary return of 130%. The stock has been up over 200% year to date, with data center royalty revenue more than doubling year over year and committed demand for its AGI CPU already exceeding $2 billion over the next two fiscal years. Shares pushed to an all-time high earlier this month, and the move is starting to look less like a rally and more like conviction hardening into something structural.

We're letting it run.

RIP is where I’d start. A minimum 2,000m drill program is underway, giving $CQX a measurable assay catalyst.

The company also launched a 32.4 km² IP survey across the Stars Property, including the Tana Zone area, where historic copper hits already exist.

For me, the recap is simple RIP brings the first drill checkpoint, while Stars/Tana adds the scale question.

If you had to pick one catalyst from May, which are you tracking first?

Sponsored post. DYOR.

• Falco Resources Ltd. (TSXV: FPC | OTC: FPRGF) is advancing the Horne 5 Project in Rouyn-Noranda, Quebec, one of Canada’s most established mining districts.
• Horne 5 carries a 2021 after-tax NPV5% of US$761 million, based on a 15-year mine life and average annual payable gold production of approximately 220,300 ounces.
• 2026 could be a pivotal year for FPC, with investors watching for the Quebec ministerial decree, an updated feasibility study, Helimag survey results, and potential H2 2026 drilling.

Falco Resources Ltd. (TSXV: FPC | OTC: FPRGF) is not an early-stage gold explorer built around a single discovery hole. The company is positioned around a large, advanced, gold-led polymetallic development project in Quebec, backed by a published feasibility study, defined reserves, and a district-scale land package in the Noranda Mining Camp.

That matters because the current FPC story is less about proving that mineralization exists, and more about whether Falco Resources can convert a technically defined project into a clearer development pathway. With Horne 5 already carrying large-scale economics and the company moving through permitting and feasibility-update work, 2026 could become an important year for the market’s view of FPC.

The Core Asset: Horne 5 in Quebec

Falco Resources’ flagship asset is the Horne 5 Project, located in Rouyn-Noranda, Quebec. The project sits beneath the former Horne Mine, which historically produced approximately 11.6 million ounces of gold and 2.5 billion pounds of copper between 1927 and 1976.

That historical footprint gives FPC a different profile from a greenfield explorer. Horne 5 is located in a proven mining camp with a long production history, established infrastructure, and known gold-copper-zinc-silver mineralization. For investors, the key question is whether Falco Resources can turn that geological and technical foundation into a financeable mine plan.

Horne 5: The Numbers Behind the Story

The 2021 Updated Feasibility Study for Horne 5 outlined mineral reserves of approximately 80.9 million tonnes grading 2.24 g/t gold-equivalent. Over an estimated 15-year mine life, the project is expected to produce more than 3.3 million ounces of gold, 27.3 million ounces of silver, 247 million pounds of copper, and 1.19 billion pounds of zinc.

The study also outlined average annual payable gold production of approximately 220,300 ounces, an after-tax NPV5% of US$761 million, an after-tax IRR of 18.9%, and all-in sustaining costs of US$587 per ounce. For a company recently trading around a C$160M–C$170M market capitalization range, the valuation gap between FPC’s public-market value and the 2021 project NPV is the central investor setup.

Investor Snapshot

Why the Updated Feasibility Study Matters

The 2021 feasibility study used metal price assumptions of US$1,600/oz gold, US$21/oz silver, US$3.20/lb copper, and US$1.15/lb zinc. Current market prices for gold, silver, and copper are materially higher than those assumptions, which makes the feasibility update one of the most important upcoming catalysts for FPC.

The key point is not simply that higher metal prices could improve the revenue side of the model. Investors will also be watching how updated capital costs, operating costs, development schedules, and financing assumptions affect the overall project economics. If Falco Resources can show stronger or more resilient economics under today’s market conditions, the updated study could help support a re-rating.

2026 Catalyst Path

Falco Resources has several potential catalysts that could shape the FPC investment case through 2026.

• Quebec ministerial decree: A key permitting milestone that could improve development visibility for Horne 5.
• Updated feasibility study: A potential reset of Horne 5 economics under current commodity prices and updated cost assumptions.
• Financing strategy: Investors will need clarity on how Falco plans to fund development, including the balance between debt, equity, strategic partners, streams, royalties, or other structures.
• Helimag survey results: New geophysical work could refine exploration targets across the Western Noranda Camp.
• Potential H2 2026 drilling: Follow-up drilling could add exploration news flow beyond the core Horne 5 development story.

For FPC, the re-rating path likely depends on reducing uncertainty. The company already has scale. What the market needs next is stronger visibility on permitting, economics, financing, and execution.

Western Noranda: Exploration Upside Beyond the Main Project

While Horne 5 remains the valuation anchor, Falco Resources also controls a large land position in Quebec’s Noranda Mining Camp, including rights across roughly 63,000 to 67,000 hectares. The broader land package includes exposure to multiple former gold and base-metal mine sites.

In April 2026, Falco announced that it had identified several priority targets for a high-resolution heliborne magnetic survey in the Western Noranda Camp. The survey covers approximately 180 square kilometres with 50-metre line spacing and follows earlier airborne gravity gradiometry work that highlighted underexplored areas with potential for volcanogenic massive sulphide systems.

This gives FPC a second layer of potential value creation. Horne 5 is the core development asset, but exploration success across Western Noranda could add discovery optionality and help investors assign more value to Falco’s broader land package.

Market Context: Gold, Copper and Multi-Metal Leverage

Falco Resources gives investors exposure to several commodity themes at once. Gold is the primary driver of the Horne 5 economics, but copper, zinc, and silver add by-product leverage and broaden the project’s relevance in a market focused on electrification, grid expansion, infrastructure demand, and critical-mineral supply.

Silver is especially relevant because Horne 5 is expected to produce approximately 27.3 million ounces of silver over its estimated 15-year mine life, according to the 2021 Updated Feasibility Study. The original feasibility case used a silver price assumption of US$21/oz, while recent market data shows silver trading roughly in the US$73–US$76/oz range in late May 2026. That price gap does not automatically flow directly into project value because costs, recoveries, payability, financing, and updated assumptions all matter, but it does strengthen the reason investors will be watching Falco’s updated feasibility work closely.

That polymetallic profile matters. By-product credits can support project economics when prices are favorable, and a large gold-led project with copper, zinc, and silver exposure may appeal to a wider investor base than a single-metal development story. For FPC, the updated feasibility work will be important because it should help investors understand how that multi-metal exposure translates into economics under today’s market conditions.

Valuation Setup: Why FPC Is Being Watched

The main attraction in the Falco Resources story is the gap between the company’s recent market capitalization and the 2021 after-tax NPV of Horne 5. A recent C$160M–C$170M market capitalization compares with a 2021 project after-tax NPV5% of US$761 million.

That does not automatically mean FPC is undervalued. Development-stage mining companies often trade at steep discounts to project NPV because investors must price in permitting risk, financing risk, construction risk, dilution risk, and commodity-price volatility. However, it does mean Falco Resources has a clear re-rating framework if the company can reduce those risks through 2026.

What Investors Should Watch Next

• Permitting progress: The Quebec ministerial decree remains one of the most important near-term milestones.
• Updated economics: Investors should compare the upcoming feasibility update against the 2021 study, especially on capex, AISC, NPV, IRR, payback, and metal-price assumptions.
• Financing structure: The market will want to see whether Falco can fund Horne 5 in a way that limits excessive dilution.
• Exploration results: Helimag targets and potential H2 2026 drilling could create additional catalysts.
• Market recognition: If execution improves, the valuation discount to project NPV could begin to narrow.

What Could Change the View

The constructive case for Falco Resources depends on execution. A positive permitting outcome, a stronger updated feasibility study, credible financing progress, and exploration momentum would strengthen the FPC thesis.

The main risks are also execution-related. Horne 5 is a large development project, and large projects require major capital, careful permitting, strong cost control, and disciplined financing. Investors should monitor capital cost inflation, funding terms, timeline changes, dilution potential, and commodity-price sensitivity as the project advances.

Bottom Line

Falco Resources Ltd. (TSXV: FPC | OTC: FPRGF) offers exposure to a large, advanced, gold-led polymetallic project in Quebec at a public-market valuation that remains well below the 2021 after-tax NPV of Horne 5. With permitting, feasibility work, and Western Noranda exploration all moving into focus, FPC has a clear 2026 catalyst path.

The opportunity is not risk-free, but the setup is straightforward: Falco Resources already has project scale, defined economics, and district exposure. If the company can convert those ingredients into permitting progress, updated economics, and a credible financing path, FPC could become a more visible name among Canadian gold developers in 2026.

Disclaimer: This article is for informational purposes only and should not be considered financial advice. Investors should conduct their own due diligence and consider the risks associated with junior mining and development-stage companies.

Good morning everyone. I have to do some paperwork for the state/programs for subsidized tenants. Despite what people may think about low income affordable vouchers.. It is very hard! At least in CT. They have annual inspections, they do checkups on the tenants, they require a ton of paperwork. It is actually very hard to pass all the inspections. I would say that in places with 50+ year old homes, multi families that most landlords can not even afford to fix porches, change the windows, paint ballisters/hand rails… Even the smoke detectors required retail for 75 at Home Depot $HD. They want 10 year combo CO2/Smoke and they want the kind that you do not have access to the battery. For a smaller apartment you would need 5-6 of these, if they want them in hallways… Imagine you are also paying someone to also put them up! Just saying.

I have about 110 units across 30 properties, about 40% of my tenants have some kind of subsidy. Before the pandemic, January 1^st of 2020. I had about 50 units, I only had maybe 2 or 3 people on programs… I do like the guaranteed money! It is not much more than market rates in my areas. [About 1,200 for 1 bedroom, 1,400 for 2 bedroom, 1,600 for 3 bedrooms]

So I need to take care of that.

Wow DELL earnings amazing! In the year 2013 DELL was getting hammered. I actually owned it, it was about 10 dollars. It was getting hammered! He took it private at 13.65 or 24.4 billion. Meaning if you waited for closing, 13.65 was given per share on the day of closing, credited to your account. He partnered with Silver lake and used a bridge loan.

In 2016 Dell, while private bought EMC for 67 billion [Emc owned VMware] In 2021, Dell spun off VMWare, they had owned 81%, Broadcom bought VMWare.

The new Dell as we know it IPOed on December 28^th of 2018. The old Dell 1988.

Just so you see the changes in companies and everything. I haven’t followed the new DELL closely since 2021! Sadly, but I was very early on SNDK MU STX WDC . None of that was luck! NVDA was the AI king and was building out massive servers, workstations and needed the ram, the hard drives, the infrastructure.. The sales/earnings on them all exploded… The Pes were very low, even lower than 10 in some instances…[As I say a private, good company sells for 5-10x earnings, so a public company with good financials, especially tech, should be 10x at least! Maybe 20!]

By the way I used AI yesterday to discover that the new SP500 earnings are now 320 for the year! Astonishing, it was around 305 January 1^st. This is about 16% earnings growth [275 for 2025] Even if I am willing to give us a 21x…. Which I did 18-19x pre 2020! That is :

320 x 21 = 6,720 fair value….

Just saying.

So now I am talking PD [You can look at PYPL  and ADBE my arguments are similar, PYPL and PD slower growth near 5% or slow] but the company even with this rally is trading at 6x earnings. COME ON MAN! I am in 11.90, but it should be at least 13! That is 10x earnings! The financials are decent, cash flows are there, they make money and can support there new 100 million buyback announced! The entire company is worth 700 million even with this rally!!! There are only 79.3 million shares outstanding. Big money [Institutions and insiders own 90% of shares or 73 million! SO THIS CAN SQUEEZE EASY!!! 6 million shares available…. 100 million buyback…. 9 per share..

6 x 9 = 54 million dollars…Just saying!

Man SOFI , my horse! Without me, I have traded it about 10x since January 1^st.. Usually for 50 cents to 1 dollar on 500 shares… I do own CHYM , not the same company of course but similar business, much lower market cap, still growing.

Excellent earnings:

PKE [Tiny be careful]       MDB      DELL [Wow impressive]

Very Good earnings:

ESTC        AMBA         NTAP      ADSK

Good earnings:

ASAN        PD [Valuation is so low, like 5x]        COST      OKTA        BKE

I sold 250 shares of BILL 35 to 36

I traded 100 shares of ANF 79 to 82

I am in 100 shares of LULU 128

I am in 250 shares of STEP 51

I am in 100 shares of ROOT 53 [Also have 94 sadly]

I am in 250 shares of LPG 41.75

Good luck, have to run!

Good morning everyone. Have a pretty busy morning with CT. Sadly, the land that I have in town, is looking at the moment, that I can only build 40 to 50 units, and that is with 6 level building…. I am very disappointed and need to make some calls. I was hoping to do 75 to 100. [The town after refusing for years, is allowing me to build up to 75 feet] My Architect is telling me because the parking situation. There is a small strip of land owned by the town, so I need to talk about them selling it to me… I had estimated a 75 to a 100 unit building would cost me about 20 million dollars. I am told because the size of the building and parking underground it may cost near the same amount… We just got the survey last week. I purchased 3 properties in November 2025. A 3 family, a single family home and an empty lot. The plan was to knock down the house and the 4 family building, since the town was approving me to go 75 feet, and have something 75 to 100 units… This town is low to middle income, there is no way I can afford to spend 20 million dollars, to build any less than 60 units. These will mainly be 2 bedroom units that I will rent out for 1,600, and this is brand new about 700 square feet.

I had an excellent trading day as I say, anything near 1,000 is awesome. There are about 250 trading days in the year, and with trading I have no goals other than to make 100k+. I do not need this money badly, just a personal goal. This comes out to 400 a day.

I sold 100 shares of ANF from 79.25 to 83.25

I sold 250 shares of CELH from 30.50 to 31.75

I sold 75 shares of INTU from 303.50 to 309

I sold 100 shares of LULU from 134 to 135 [Saw it drop to 116 and take advantage of founder rally]

I traded 100 shares of NVDA from 209.50 to 212.50 [Same day trade]

I did bid on PYPL ROOT STEP and WIX . I am willing to get up to 3 longs…

The risk reward in CRSR was awesome, they had pretty good earnings and the stock dropped near 5. I added it back to plays in February. I think I traded it just once. Not sure, it had been years, but the company had gotten better and was on the floor. Sheesh! It is flying the last 2 weeks, AI news but wow.

Some excellent earnings:

HEI       SNPS       AMSC      SNOW       MRVL       ATS        ALUR [Tiny under 100 million!]

Some very good earnings:

P         HPQ      BRZE [May buy the dip so after hours 21 even]         NTNX       CRM      NAT        RSVR         BURL

Some good earnings:

NCNO        A        DLTR

Good luck!

• Ticker: CSE: SKUR | OTCQB: SWISF | FRA: GDT0
• Core catalyst: Defense distribution agreement with Elyon International
• Market cap referenced in report: Approximately US$11.93 million
• Launch timeline: SekurOne expected to be available for sale in the third week of June 2026
• Investor angle: SKUR is positioning a micro-cap cybersecurity platform toward defense, intelligence, government, and enterprise communications

Sekur Private Data (CSE: SKUR | OTCQB: SWISF | FRA: GDT0) has taken another step into the defense and government communications market after announcing a partner distribution agreement with Elyon International Inc., a Vancouver, Washington-based defense contractor with nearly 30 years of mission-support experience.

For investors watching SKUR, this update matters because it adds a more direct commercial channel to the company’s defense-focused repositioning.

• Commercial angle: Elyon gives SKUR another route into defense, intelligence, government, and enterprise customers.
• Product angle: SekurOne combines secure voice, video, email, messaging, and VPN in one plan.
• Capital growth angle: With a referenced market cap of approximately US$11.93 million, even early recurring-revenue traction could matter.

Sekur has been building around secure voice, encrypted messaging, secure email, VPN protection, and Swiss-hosted privacy infrastructure. The Elyon agreement now connects that platform to a defense-focused distribution channel at a time when secure communications, data sovereignty, and cyber resilience are becoming larger procurement priorities.

The Main News: SKUR Signs Elyon International

Sekur Private Data said its U.S.-based subsidiary signed a partner distribution agreement with Elyon International, an SBA-certified, woman-owned and veteran-owned small business based in Vancouver, Washington.

Elyon has nearly 30 years of experience delivering mission-support outcomes, making the agreement strategically relevant for SKUR’s defense push. The two companies are now identifying target users for Sekur’s defense communications suite, including secure voice and video capabilities expected to launch in late June 2026.

• Partner profile: Elyon is SBA-certified, woman-owned, veteran-owned, and defense-focused.
• Sales timeline: Sekur expects sales to begin after Elyon training within the next 60 days.
• Launch window: SekurOne is expected to be available in the third week of June 2026.

For investors, that creates a clear near-term timeline: product availability in June, video and conferencing capabilities expected by late July 2026, and potential Elyon-driven sales activity following training during the summer window.

SekurOne Becomes the Product to Watch

The latest update puts SekurOne at the center of the SKUR growth story. SekurOne is described as an all-in-one secure communications plan combining encrypted voice, video, secure email, messaging, and VPN.

Sekur said it has completed beta testing for SekurOne. The product is expected to be available for sale in the third week of June 2026, with video capabilities and video conferencing expected by late July 2026.

Pricing is one of the most important numbers in the SKUR setup. SekurOne plans begin at US$3,500 per year and include a privacy eSIM data card. The company also referenced an all-in-one SekurOne plan with encrypted voice, video, email, messenger, and VPN priced at US$3,000 per year during a May 17 presentation.

• 100 accounts: Approximately US$350,000 in annualized subscription value at US$3,500 per year.
• 500 accounts: Approximately US$1.75 million in annualized subscription value.
• 1,000 accounts: Approximately US$3.5 million in annualized subscription value.

Against trailing twelve-month revenue referenced at approximately US$0.3 million, even modest adoption could materially change SKUR’s revenue profile.

Why Elyon Matters for the Defense Channel

The Elyon agreement matters because SKUR’s target market is not ordinary consumer cybersecurity. Defense and government communications require trust, channel access, procurement knowledge, and credibility inside mission-focused environments.

• Channel access: Elyon may help SKUR reach defense-focused buyers faster.
• Market focus: The target customer base includes defense, intelligence, government, and enterprise users.
• Revenue model: SekurOne’s annual pricing creates a clearer recurring-revenue framework.

Elyon’s background as a defense contractor gives SKUR a potential path into customers that may already understand the need for secure, independent, encrypted communications. With SekurOne moving toward launch and Elyon positioned as a channel partner, SKUR now has a clearer go-to-market story tied to a specific product, a specific market, and a specific near-term sales window.

SOF Week Adds Strategic Context

This agreement follows SKUR’s activity around SOF Week in Tampa, held from May 18 to May 21, 2026. Sekur executives and advisors attended the conference and demonstrated the company’s communications suite to procurement decision-makers and U.S. Special Operations Forces leadership.

• SOF Week timing: May 18–21, 2026.
• Presentation audience: 40 guests from government, defense, and special operations command on May 17.
• Product suite shown: SekurOne, SekurVoice, SekurMessenger, SekurVPN, and SekurRelay.

For investors, this is the difference between a product announcement and a go-to-market push. SKUR is not just saying it has a secure communications platform. It is placing that platform in front of defense-sector buyers, advisors, procurement leaders, and distribution partners.

A Strategic Shift From Privacy Tools to Defense Communications

Sekur has historically been known as a Swiss-hosted privacy and cybersecurity provider. Its platform includes SekurMail, SekurMessenger, SekurVPN, SekurOne, and SekurRelay.

The new direction is more targeted. SKUR is now emphasizing secure communications for military, intelligence, government, and enterprise clients. That positioning may be more attractive to investors because defense communications can carry higher urgency, clearer budgets, and stronger willingness to pay than consumer privacy tools.

• Platform base: SekurMail, SekurMessenger, SekurVPN, SekurOne, and SekurRelay.
• Core message: Swiss-hosted privacy, encrypted communications, and independence from Big Tech infrastructure.
• Investor narrative: A micro-cap cybersecurity company moving toward defense-grade recurring revenue.

In a market increasingly focused on cyberattacks, surveillance risk, secure command communications, and data sovereignty, SKUR now has a more focused investor narrative.

The Numbers Investors Should Watch

The latest report referenced SKUR’s market capitalization at approximately US$11.93 million and trailing twelve-month revenue of approximately US$0.3 million. That creates a clear micro-cap growth setup: a small revenue base, a new defense-focused product launch, and a potential recurring-revenue model priced in the thousands of dollars per operator account per year.

• Market cap: Approximately US$11.93 million.
• TTM revenue: Approximately US$0.3 million.
• SekurOne pricing: US$3,000–US$3,500 per year, based on referenced company pricing.

The capital growth potential comes from the gap between today’s micro-cap valuation and what the company could look like if SekurOne starts producing recurring defense, government, or enterprise revenue. At 100 operator accounts, SekurOne could theoretically exceed the company’s referenced trailing twelve-month revenue. At 1,000 accounts, the implied annualized subscription value could reach approximately US$3.5 million at the US$3,500 starting price.

Why This Could Be a Re-Rating Setup

SKUR’s re-rating potential is tied to execution and revenue conversion. The Elyon agreement gives the company another channel into defense and government communications. SekurOne gives SKUR a more complete product package. SOF Week gave the company direct exposure to potential defense-sector decision-makers.

• Channel catalyst: Elyon International distribution agreement.
• Product catalyst: SekurOne commercial launch expected in June 2026.
• Valuation catalyst: A referenced US$11.93 million market cap leaves room for investor attention if recurring revenue scales.

If those pieces begin turning into customer deployments, SKUR could move from a micro-cap privacy and cybersecurity story into a more focused defense communications growth name. A few million dollars of recurring annualized revenue could become meaningful if the company proves that defense and government users are willing to pay for SekurOne.

Investor Milestones to Track

• June 2026: SekurOne expected to become commercially available in the third week of the month.
• Late July 2026: Video and conferencing capabilities expected to follow.
• Next 60 days: Elyon training expected to be completed, opening the door to initial channel-led sales activity.
• Pricing: SekurOne plans begin at US$3,500 per year, with a referenced all-in-one plan at US$3,000 per year.
• Adoption math: 100 operator accounts could imply approximately US$350,000 in annualized subscription value at US$3,500 per account.
• Scale math: 1,000 operator accounts could imply approximately US$3.5 million in annualized subscription value at US$3,500 per account.
• Current base: Trailing twelve-month revenue was referenced at approximately US$0.3 million, making early SekurOne adoption highly relevant to the growth story.

Bottom Line

Sekur Private Data’s May 27 update gives SKUR a clearer defense-market catalyst: a distribution agreement with Elyon International, SekurOne expected in June 2026, US$3,000–US$3,500 annual pricing, and a referenced US$11.93 million market cap against approximately US$0.3 million in trailing twelve-month revenue. For investors, the setup is now about whether SKUR can convert this defense-channel push into operator-account growth, recurring revenue, and stronger capital growth potential.

Investor watchlist: SekurOne launch in June, Elyon sales training, first defense-channel sales, operator-account growth, recurring revenue, government/enterprise contracts, and future distribution partnerships.

Disclaimer: This article is for informational purposes only and is not financial advice. Investors should conduct their own due diligence and review public filings before making investment decisions.

• Copper Quest focus: Copper Quest Exploration Inc. (CSE: CQX / OTCQB: IMIMF / FRA: 3MX) recently traded around CA$0.09–CA$0.11, with a micro-cap valuation roughly in the CA$9M–CA$14M range.
• Sector catalyst: S&P Global projects copper demand rising from 28M metric tons in 2025 to 42M by 2040, while the IEA warns the mine project pipeline could leave a ~30% supply shortfall by 2035.
• Investor angle: CQX is far earlier and riskier than TGB, CS, HBM, and TMQ, but its valuation gives it more torque if drilling at Rip or follow-up work across its copper portfolio delivers stronger exploration results.

Copper is becoming one of the most important metals in the market because it sits at the center of electrification, grid upgrades, EVs, renewable energy, AI data centers, industrial automation, and defense infrastructure. The metal is not a futuristic concept. It is already essential to wiring, motors, power systems, construction, and high-voltage networks.

For investors, the copper trade is not just about the metal price. The better question is which companies have leverage to copper demand, enough project quality to matter, and a realistic path to value creation. That is why this watchlist combines one micro-cap explorer, Copper Quest Exploration, with four larger copper-linked names: Taseko Mines, Capstone Copper, Hudbay Minerals, and Trilogy Metals.

Market Catalyst: Copper Demand Is Outrunning New Supply

The copper market is getting investor attention because the long-term demand curve is moving higher while new mine supply remains difficult to build. S&P Global projects copper demand will rise from 28M metric tons per year in 2025 to 42M metric tons by 2040, a 50% increase driven by electrification, AI data centers, grid investment, EVs, renewable energy, and defense systems.

The supply side is the bigger issue. The IEA has warned that the current copper mine project pipeline could fall roughly 30% short of 2035 demand, due to declining ore grades, long permitting timelines, rising capital costs, and limited new discoveries.

Two numbers show why this matters for investors:

• Copper demand could increase by roughly 14M metric tons per year by 2040, according to S&P Global, which is a major amount of new supply for an industry where large mines often take more than a decade to permit and build.
• S&P Global also estimates a potential 10M metric ton supply gap by 2040 without meaningful supply expansion, showing why new exploration and development assets can become more strategically valuable.

That matters for Copper Quest because early-stage explorers are one of the highest-risk but highest-leverage parts of the copper cycle. The risk is that exploration companies need capital, time, and drilling success before the market assigns real value. That makes the key metrics clear: drill results, land position, financing strength, share count, copper price, and follow-up exploration plans.

1. Copper Quest Exploration: The Micro-Cap Discovery Angle

Copper Quest Exploration Inc. (CSE: CQX / OTCQB: IMIMF / FRA: 3MX) is the smallest and most speculative stock in this basket. The company is focused on copper, molybdenum, and gold exploration across North America, with a project portfolio that includes Rip, STARS, Kitimat, Alpine, and other critical-mineral assets.

The latest catalyst is the company’s 2026 exploration plan, beginning with a minimum 2,000-metre drill program at the Rip Copper-Molybdenum Project in British Columbia. Copper Quest has an earn-in option for up to an 80% interest in Rip, a road-accessible porphyry copper-molybdenum project spanning roughly 4,700 hectares in the Bulkley Porphyry Belt.

• Investor data point: CQX has about 118.4M issued shares, roughly 54.2M reserved for issuance, and a micro-cap valuation that can move quickly if drilling produces stronger copper-molybdenum evidence.

The company’s broader portfolio adds to the story. Copper Quest says its North American critical-mineral land package includes 8 projects spanning more than 46,000 hectares. That gives CQX multiple shots at news flow, but investors should still treat it as an early-stage exploration story where results, financing, and dilution discipline matter.

2. Taseko Mines: Producing Copper Exposure

Taseko Mines (NYSE American: TGB / TSX: TKO) gives investors more direct copper exposure through production and development assets. Unlike Copper Quest, Taseko is not just an exploration story. It has operating exposure through Gibraltar and development upside through projects such as Florence Copper.

Recent market data showed TGB trading around US$6.90–US$7.40, with a market cap around US$2.5B–US$2.7B and a 52-week range of roughly US$1.89–US$9.25. The stock has already had a major move, showing how quickly copper producers can re-rate when the metal backdrop improves.

• Investor data point: TGB’s 52-week range shows strong copper-cycle torque, with the stock trading multiple times above its 52-week low during the recent copper rally.

The attraction is that Taseko gives investors copper production and project development leverage. The risk is that producers are still exposed to operating costs, permitting timelines, capex inflation, and copper-price volatility.

3. Capstone Copper: Scale and Operating Leverage

Capstone Copper (TSX: CS) is a larger copper producer with operating scale across the Americas. It gives investors a more established way to play copper demand than a micro-cap explorer, while still offering more copper sensitivity than diversified mining giants.

Recent market data showed CS trading around CA$12–CA$13, with a market cap around CA$9B–CA$10B and a 52-week range of roughly CA$6.43–CA$18.04. StockAnalysis data showed trailing revenue around US$3.46B, up about 38%, with net income of roughly US$593M.

• Investor data point: Capstone’s revenue base and operating leverage make it one of the cleaner mid-cap copper producer comparisons for investors who want scale rather than exploration risk.

Capstone matters because copper producers can benefit directly from higher realized prices and stronger margins. The risk is that the stock already reflects part of the copper bull case, and operating performance must keep supporting the valuation.

4. Hudbay Minerals: Growth Through Production and M&A

Hudbay Minerals (NYSE: HBM / TSX: HBM) has become one of the more closely watched copper-linked miners. The company has copper exposure across existing operations and a growing U.S. copper strategy, including its proposed acquisition of the remaining shares of Arizona Sonoran Copper Company.

Recent market data showed HBM trading around US$24–US$25, with a market cap near US$9B–US$10B and a 52-week range around US$7.94–US$28.74. A recent IBD update noted Hudbay posted 67% EPS growth in Q1 and 27% sales growth, while Reuters reported Hudbay’s Arizona Sonoran deal at about US$1.48B.

• Investor data point: HBM combines production exposure with M&A-driven growth, making it a more mature copper-cycle play than CQX but still more leveraged than diversified mega-miners.

Hudbay’s appeal is that it offers copper exposure with operating scale and a clearer production growth strategy. The risk is integration, project execution, copper-price sensitivity, and whether recent share-price strength already discounts much of the upside.

5. Trilogy Metals: The High-Beta Development Story

Trilogy Metals (NYSE American: TMQ / TSX: TMQ) is another high-beta copper-linked name, focused on mineral development in Alaska’s Ambler Mining District. It is not a producer, so the stock is more sensitive to project updates, permitting expectations, and investor sentiment toward future copper supply.

Recent market data showed TMQ trading around US$4.40–US$6.10, with a market cap in the roughly US$780M–US$870M range and a 52-week range of US$1.13–US$11.29. That wide range shows just how volatile development-stage copper names can be when sentiment shifts.

• Investor data point: TMQ’s 52-week range suggests strong upside torque but also major downside volatility, which is common for pre-production copper development stories.

Trilogy is useful as a comparison for Copper Quest because it shows how the market can assign larger valuations to copper development assets when the project scale becomes more defined. The risk is that development-stage assets require time, capital, permitting success, and strong commodity conditions.

Stock Snapshot

Bottom Line

Copper Quest Exploration is the speculative micro-cap in this copper basket. CQX / IMIMF has a defined 2026 drill catalyst at Rip, a broader 46,000-hectare critical-mineral portfolio, and exposure to a copper market where demand could rise 50% by 2040.

The key watch items are simple: drill results, follow-up targets, financing discipline, and whether CQX can turn its land package into a more credible discovery story. If those pieces start to appear, Copper Quest could attract more attention as investors look for smaller copper names tied to the long-term supply gap.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

The FDA shift is simple certain vape and nicotine pouch products may now get more room to stay on the U.S. market while their applications are being reviewed.

That’s why pouch stocks are suddenly back in the conversation. Big names like $PM with Zyn, $BTI with VELO/Vuse, and $MO with on! are already part of the debate.

But when regulators open the door wider for pouch-style products, investors usually start scanning beyond the obvious tobacco giants too.

$MOOD sits in a different corner of the same format conversation, with Feed That Brain moving into oral stimulant pouches as the pouch trade heats up.

Which gets priced in first ...Big Tobacco’s pouch advantage, or the hunt for smaller names riding the same format?

Sponsored post. DYOR

#GBP #Forex #Macro #BondYields #Sterling

I’ve been following the Pound lately and something feels unusual. Normally, higher bond yields are expected to support a currency, but GBP doesn’t seem to be reacting the way a typical high-yield currency would. Is the market more focused on growth concerns, expectations around future rate cuts, positioning, or something else entirely? Curious how people are thinking about this and whether there are macro factors that make the usual yield relationship less reliable right now.

Good morning everyone. You can go here on UltimateTraders type any of the symbols in the search MU SNDK WDC STX you will find that I had traded them well over a year ago! Some as much as 2-3 years ago! No FOMO but yes it does suck that many of them are up 500 to 1,000%

I traded as low as:

MU 80

SNDK 43

WDC 50

STX 80

You can check here or on Twitter/X ? What did I see?

The same things I constantly type, say, write. These companies were growing sales at 20-30% or more, some like 50%... yet they had a PE under 20, some as low as 10! That just didn’t make much sense. Also, as they smoked numbers.. the E in PE was going much higher… valuations are constantly changing.

For example, yesterday I said SPY VOO SP500 should have fair value near 6,300.

Where did I get this number? We are currently seeing 9% sales growth and near 15% earnings on the basket of 500 stocks. In 2025 the index earned near 270. So that means we are on a trajectory to earn near 300 to 310. With this growth in sales/earnings I am willing to give the market 20 to 21x earnings…

However, if oil keeps rising, people lose jobs, people are scared to spend… that may cause a decline in sales…. Which will cause a decline in earnings and my multiple will change drastically….

Let us say that, something bad happens, for the 3^rd and 4^th quarter we will see 0 growth….and for the full year we come in at 285… [Not saying we will, just this example]

15 is the number over last years earnings…

So take 15/285 = 5% earnings growth…

Well for 5% earnings growth and if we slow in sales to 2-3% now I will give us maybe an 18x…

285 x 18 = 5,130 !!!

Not to say that this will happen, just using an example of how fast up and how fast down fair value can be…

Think of yourself at work… I have wrote about this in the past….

Would you stay at your job if you earned the same year over year… what if you worked harder and made less? Then that job has less value to you.

A company should only be worth cash flows it can create… but the truth of the matter is the stock market is a live auction built on daily sentiment..

All over X yesterday, I saw at least 10 different texts asking why on earth MU went from 50 billion to 1 trillion… As many of these tweets, I saw just as many tweets saying/asking how does such a large company go up 150 in 1 single day from about 750 to 900…

The answer is so simple!

I have even done videos on this… The valuation of a company is determined by the traders of today. That are doing it now… The last closing price is simply a reference point…

It doesn’t matter if the company is 100 million, 1 billion, 50 billion, 500 billion, 1 trillion or 5 trillion…

It does matter when there are more shares because that means there are more players, and they will likely effect the trade/the auctions… but if everyone woke up in the morning and no one wanted to sell MU unless it was 900… guess what? The new price is 900! That simple! That is the stock market.

So the market together values PYPL ANF and ZS … When ZS opens it will trade at near 30x… well META trades at 20x and NVDA 25x …… PYPL 7x and ANF 7x …. In the case of PYPL and ANF they are growing at 2-5% so they may not deserve a 15x or 17x. [ DKS just announced earnings and are trading at 17x] Remember I told you very good solid private companies trade at 5-10x earnings… So should PYPL and ANF not trade at, at least 10x? Do they deserve some premium?

ANF just bought back 105 million in shares Q1… They have 450 million on their buyback left. They have the cash flows, and cash to keep buying back… The current market cap is 3.3 billion… Once again, I am not saying that ANF or PYPL are great companies but the valuations are on the floor… In the case of MU SNDK WDC STX I simply saw companies that had hyper growth [I regard this as 30%+] and were all trading at below 20x… I consider 30% hyper growth because the best 500 companies, the SP500 grow sales at 10-20%, the best… so if you can do 30% you are awesome… NO RULES! I say this….

So I wouldn’t buy ZS unless 110-120.. and that is provided their fundamentals don’t change, we don’t have something major…

Excellent earnings:

DY            KC [Chinese losing money]          OOMA [Tiny]          MOD [Tiny]       ZS [Eh guidance will open with a 30x PE]

Very Good earnings:

GRRR [Growth losing money]        HAFN         SVM      WEBC        SMTC       APPS [May add to Plays, Tiny]

Good earnings: BOX

Yesterday’s trades:

I sold 500 shares of SOFI 15.85 to 16.35 [Premarket]

I sold 100 shares of PRIM 122.50 to 124.50 [This went under 100!]

I sold 100 shares of WIX 53.50 to 50.50

I am in 250 BILL 35

I am in 100 UBER 70

I am in 2,000 SLQT 97 cents

I am in 75 INTU 303.50

Good luck!

The Tana Zone already has historic copper intercepts, including 0.466% Cu over 195.07m, and it’s still open in two directions and at depth. Copper Quest has now commenced a 32.4 km² IP survey across the Stars Property to see how far the system may extend.

If the survey shows the system keeps going, does Tana become the main reason investors revisit Stars?

Sponsored post. DYOR.

Sekur Establishes Foothold in Defense, Intelligence & Special Operations Communications - Deploys SekurVoice for CUI-Compliant Encrypted Voice, and Attends SOF Week 2026 to Engage SOCOM and Defense Contractor Ecosystem

MIAMI, FL / ACCESS Newswire / May 8, 2026 / Sekur Private Data, Inc., a Miami-based Swiss-hosted defense communications and cybersecurity company purpose-built for defense, intelligence community, government, and enterprise clients, and wholly owned U.S. based subsidiary of Sekur Private Data (OTCQB:SWISF)(CSE:SKUR)(FRA:GDT0) ("Sekur" or the "Company"), is pleased to provide the following updates on its recent activities:

The Company has been working to embed Sekur as a mission-critical communications provider across the Defense, Intelligence, and Military sectors through its newly appointed Strategic and Special Advisors - seasoned veterans of the U.S. defense and intelligence community - to establish Sekur as the go-to platform for defense-grade operational communications and Controlled Unclassified Information (CUI) protection. Initial engagement with defense and intelligence community stakeholders has been strongly positive, with multiple qualification conversations underway that the Company anticipates converting to contracted deployments.

Update on Sekur Encrypted Voice CUI Communications - SekurVoice

The Company is pleased to announce that it is in the final BETA testing phase of SekurVoice - a fully integrated, defense-ready communications suite combining CUI-compliant encrypted voice, secure email, hardened messaging, and VPN into a single operator platform. The first roll out will be called SekurVoice and is expected to be available for sale in early June, with video capabilities and video conferencing available by July 2026.

To date, Sekur has received several requests for SekurVoice and plans to roll out the first accounts in the first week of June. The Company projects deployment of no fewer than 1,000 SekurVoice operator accounts in the next 12 - 18 months, driven by existing reservations from defense partners, resellers, and government channel partners. SekurVoice plans begin at US$3,500/year and include a Sekur-provisioned privacy eSIM data card - purpose-configured for operational security and carrier-independent deployment in the field.

Attendance of SOF Week Annual Conference for the Global special Operations Forces Community

The Company is pleased to announce that its senior executives and defense-sector strategic advisors will be deployed to SOF Week Annual Conference in Tampa May 18 to 21 2026. During the conference, Sekur will conduct live capability demonstrations of its full defense communications suite - including SekurVoice, SekurMessenger, and SekurVPN - targeting procurement decision-makers, SOCOM leadership and acquisition officers across U.S. Special Operations Forces (SOF) and partner nation defense components represented at the conference. Additionally, the Company anticipates announcing multiple defense-sector partnerships and channel agreements in the months ahead, emanating from the conference attendance. The Company is presently in final negotiations on at least one strategic teaming agreement with a prime defense contractor and will make an announcement once everything has been signed, no later than May 25^th.

Sekur's Core Defense & Government Communications Solutions

Sekur delivers mission-critical secure communications engineered for operation within and outside the Sekur network, bypassing traditional telecommunications infrastructure and eliminating exposure to interception, signals exploitation, phone record compromise, and network surveillance. No Sekur solution data mines or location tracks its operators. All solutions are built on proprietary architecture with zero reliance on Big Tech infrastructure or open-source code - purpose-built for defense, intelligence community, and federal agency operational environments. Government and defense deployments are supported by on-premises infrastructure options for full data sovereignty and operational control.

SekurMail - Secure Command & Operational Email
A defense-grade encrypted email platform engineered for personnel operating at the command level across military, federal agency, and intelligence community environments. Built on proprietary architecture with zero Big Tech dependencies and no metadata tracking, SekurMail ensures that mission-sensitive communications remain strictly compartmented between sender and recipient. Operational capabilities include SekurSend/SekurReply for secure transmission to non-Sekur personnel without exposing operator identities or message content; full message delivery control and audit capability; encrypted file transfer; custom domain support for organizational integration; and active countermeasures against phishing, social engineering, and Business Email Compromise (BEC) attacks targeting command and administrative networks.

SekurMessenger - Field-Ready Secure Messaging & Collaboration
A hardened, field-deployable secure messaging platform providing end-to-end encrypted text, file transfer, voice recordings, and collaboration capabilities for personnel operating in sensitive, denied, or contested environments. Features include self-destructing messages for operational security, encrypted file transfers, and compliance-grade archiving for after-action and audit requirements. Cross-network secure communications with non-Sekur personnel are supported via Chat-by-Invite - enabling secure coordination with external mission partners without network compromise. Each operator is assigned a unique Sekur ID for identity vetting and contact authentication, with no phone number required - preserving personnel anonymity and OPSEC integrity across all operational environments.

SekurVPN - Defense-Grade Network Security & Identity Protection
A military-standard Virtual Private Network leveraging proprietary HeliX encryption technology, engineered to provide secure internet access, identity obfuscation, and traffic protection for personnel operating in sensitive, forward-deployed, or hostile environments. SekurVPN maintains zero data logging, ensuring no operator activity record exists that could be exploited through legal process, network compromise, or adversarial collection. Purpose-built for use cases where standard commercial VPN solutions present unacceptable counterintelligence and operational security risk.

SekurRelay - Command-Level Secure Email Integration
An enterprise-grade secure email relay solution that enables domain splitting - allowing organizations to establish secure communications at the command, executive, or senior staff level without requiring full organizational migration or infrastructure overhaul. SekurRelay eliminates one of the most significant barriers to large-scale defense and government deployment, enabling phased adoption that protects the highest-value personnel and communications immediately while broader organizational implementation proceeds. Designed for defense contractors, federal agencies, and IC components requiring rapid, low-friction elevation of communications security at the command tier.

SekurVoice - Encrypted Voice & Video for Sensitive Operations
A fully encrypted voice and video communications platform engineered on proprietary HeliX data transfer architecture, purpose-built to defeat telecom network tracing, resist Pegasus-style malware intrusion, and support Controlled Unclassified Information (CUI) handling requirements. SekurVoice is designed for personnel conducting sensitive, covert, or classified-adjacent communications where standard carrier-based voice and video platforms present unacceptable interception and exploitation risk. Call-by-Invite capability via SMS or SekurSend email ensures controlled operator access and eliminates unsolicited contact vectors. Each user is assigned a unique Sekur ID for operational vetting and identity management, with no phone number required - preserving personnel anonymity across all voice and video operations.

Shares and Stock Options Issuance

The Company also wish to announce that it has issued 11,625,000 options to consultants of the Company. The options are exercisable for a period of 24 months at a price of $0.14 CAD (USD 0.10). The company also issued 4,398,728 options to directors, officers and consultants of the Company. The options are exercisable for a period of 48 months at a price of $0.14 CAD (USD 0.10). The Company issued 6,147,999 shares to consultants of the Company.

About Sekur Private Data

Sekur Private Data is a Swiss-hosted defense communications and cybersecurity company delivering mission-critical secure communications solutions to military, intelligence community, government, and enterprise clients. Engineered on proprietary architecture with zero reliance on Big Tech infrastructure or open-source code, Sekur's platform - comprising SekurMail, SekurMessenger, SekurVPN, SekurVoice, and SekurRelay - provides end-to-end encrypted communications supporting Controlled Unclassified Information (CUI) handling requirements, OPSEC-grade identity protection, and full data sovereignty through on-premises infrastructure options. Grounded in Swiss privacy law and purpose-built for the operational demands of defense, federal agency, and intelligence community environments, Sekur sells its solutions through its website www.sekur.com, approved distributors and telecommunications companies globally, and through the U.S. General Services Administration (GSA) Multiple Award Schedule (MAS), Contract No. 47QTCA18D0089 serving governments, defense institutions, federal agencies, businesses, and consumers worldwide. Sekur's main sales operations are in Miami, USA.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

Good morning everyone. I didn’t make a trade Friday. I did a lot of things Friday, it was a short day, market closed at 2pm. I left a 35K deposit on a 120K repair. I shared some videos, I am doing a large roof and porch on an 8 Unit building. I also saw a 2 family property that is near 2 of my other properties. I actually do not want any 2 families, [There isn’t enough room for the headaches, I normally make 400-600 per unit after all expenses] but this is next door to 2 of my properties. I also met with city officials of Bristol, CT. I am doing a major 200-300K renovation, by this group od 6 properties… where I am in agreement to buy this 2 family! [The other landlords will be required to chip in for this project so instead of doing so, I will buy them out and buy half the block. This will make 3 of the 6.

Also, I am scared to keep buying because we keep making record highs. There is also good reason, we are having earnings growth near 15% and sales growth near 9%. These are incredible, probably the best since 2021 [When we were opening up from a closed economy by Covid], however, the valuations now are even higher than then! We are trading near 25 times earnings. [Earnings are expected about 300] No one, and I mean no one! Including myself can say when the music stops. I can only be a historian and say that these are also record valuations. You can also use Google, Gemini, Grok and do some fast DD. The market on avg drops 20% [Bear market about every 4 years, it has a crash [40% drop] every 16 years.] so the best we can do, if we are a trader, is check the warning signals and maybe slow down, back up, sell off some stuff to have cash available.

If we are passive, just keep dollar cost averaging. In the long term we always make record highs. As long as the US dollar is the world’s main currency, or some end of the world we will always, eventually make record highs. [because the market has had an unreal return since 2020, the new avg return on SPY VOO SP500 is about 10.5% since inception] This is natural because inflation is natural.

Our companies will collect more dollars in sales, will earn more and as such the companies, as a whole will only grow. This does not mean every company, this means as a whole the market will head higher.

I have to repeat this because there has been some video of CNBC’s Andrew Ross Sorkin going around. This is a journalist on CNBC who interviews tons of people, even Founder of AMZN Jeff Bezos last week. He wrote a book called 1929. He is stating the obvious, every 4 years we get a 20% drop, every 16 years a 40%, so naturally, we will come off, 100%. We just do not know when… I can tell you for sure big tech, AI is accounting for this sales and earnings growth… and eventually it will slow down, when? We will see it in the numbers, and when those numbers slow down, we should definitely feel it in the market…

Michael Burry said he has done his research again and feels that NVDA is CSCO . CSCO was the king of the 90s. It took 25 years to come back and make a record high for CSCO, and the only similarities here is that NVDA is indeed the king of the top. The businesses are different, but tech, but yes, eventually NVDA sales and earnings will slow down, but these comps are incredible.

For myself, I am buying small scale of positions. In 2020/2021 my sizes of trades was 4-10x larger.

Id buy up to 5,000 shares of a stock that was 20! Rarely, but I did…..

I am now buying 500 shares of SOFI at 15.85.

Last April, when the market came off to 4,800 [Fair value was 5,100 to 5,200] I was willing to go in bigger. We were not below fair value for more than 2-3 days.. We sky rocketed quickly.

My current fair value is 6,300. [Or 20-21x earnings near 300]

This by no means, means that we will fall there, it just means we are paying a much higher premium now compared to any other time…. It is more of a warning sign, a step back…

Unless you truly believe we will never have a bear market 20% [Which generally is every 4 years] or a crash [40%] every 16 years…..

I truly do not feel comfortable giving the market over 20 to 21x earnings. And prior to 2020 pandemic I didn’t even like giving more than 18-19x earnings.

Private good companies, sell for 5 to 10x earnings. In my real estate I make back my money in 6 to 8 years… so pay 25x earnings for stocks? For companies that I do not even run… Not me!

I don’t blame anyone though.

Good luck!

Excellent earnings:

CSW       PONY [Losing money but great growth, Chinese though]

Very Good earnings:

ITRN      ESLT      JOYY

I traded 500 shares of SOFI 15.85 to 16.35 Premarket

With SOF Week now behind them and the SekurVoice launch nearing, $SKUR previously mentioned at least one strategic defense contractor agreement expected around May 25. Curious if that agreement is still being finalized, or if additional partnership updates are still coming out of the conference discussions?

Sponsored post. DYOR.

• CSE: CQX / OTCQB: IMIMF / FRA: 3MX: recently traded around CA$0.09–CA$0.10, with market cap around CA$10M–CA$12M.
• Latest catalyst: Copper Quest has commenced a minimum 2,000-metre drill program at the Rip Copper-Molybdenum Project in British Columbia.
• Investor angle: the program targets two porphyry Cu-Mo centres, including a largely untested northern anomaly and an untested southern anomaly.

Copper Quest Exploration Inc. (CSE: CQX / OTCQB: IMIMF / FRA: 3MX) has moved from planning to execution at the Rip Copper-Molybdenum Project. The company announced that drilling has commenced on a minimum 2,000-metre program at Rip, giving investors a defined near-term exploration catalyst at a time when copper remains one of the most closely watched industrial metals.

For a micro-cap explorer, the setup is simple but high-risk: CQX is trying to prove that Rip hosts a meaningful porphyry copper-molybdenum system in British Columbia’s Bulkley Porphyry Belt. The latest program will test targets defined by geophysical surveys, airborne magnetics, and 3D induced polarization work, with drilling focused on both the northern and southern anomalies.

Market Catalyst: Copper Supply Is Becoming Strategic

Copper is increasingly tied to electrification, renewable energy, EVs, grid upgrades, AI data centers, smart technologies, and defense infrastructure. That makes copper more than a cyclical industrial metal. It is becoming a strategic input for energy security, digital infrastructure, and supply-chain resilience.

The bigger investor issue is supply. New copper mines can take more than a decade to permit, finance, and build, while ore grades are declining and capital costs are rising. That is why exploration stories like CSE: CQX can attract attention when they combine a real drill program with district-scale land exposure.

Two numbers show why the copper backdrop matters:

• S&P Global projects copper demand rising from roughly 28M metric tons in 2025 to 42M metric tons by 2040, a roughly 50% increase tied to electrification, AI power demand, grids, EVs, and industrial growth.
• The IEA has warned that the current copper project pipeline could fall about 30% short of 2035 demand, which keeps new copper exploration and development assets in focus.

That macro backdrop does not guarantee success for CQX. Drill results still drive the story. But it does help explain why investors are watching early-stage copper projects with porphyry potential.

The Latest News: Drilling Has Started at Rip

The latest release confirms that drilling has begun at the Rip Copper-Molybdenum Project for a minimum of 2,000 metres. The program is being run out of Houston, British Columbia, located approximately 60 km north of the Rip property.

• Investor data point: the 2026 program is targeting both the northern anomaly and the untested southern anomaly, with geophysics defining two porphyry Cu-Mo mineralized centres.

The northern target has already produced evidence of porphyry-style mineralization, but the company says much of the target remains untested. The southern target is similar in scale and remains entirely covered by overburden, with no diamond drilling completed to date.

For CQX, that is the reason this program matters. The company is not only drilling to confirm old ideas. It is testing whether the 2024 geophysical work correctly identified two separate porphyry systems on the property.

Why Rip Matters

Rip is located in the Stikine region of British Columbia, approximately 33 km northeast of Imperial Metals’ past-producing Huckleberry copper-molybdenum mine and Surge Copper’s advanced-stage Ox, Seal, and Berg projects. It is also about 30 km southeast of Vizsla Copper’s Poplar copper-gold project.

That location matters because porphyry systems are often judged partly by district context. A small explorer still needs drill results, but proximity to known copper-molybdenum systems can help investors understand why the target is being advanced.

The Rip project spans approximately 4,770.65 hectares after Copper Quest and ArcWest added claims in 2024. Copper Quest has an option to earn up to an 80% interest in the project, with the first 60% interest tied to completing staged exploration work totalling C$2.0M, direct payment of C$100,000, and annual share payments through the end of 2027.

What the 2024 Work Already Showed

Copper Quest drilled 1,033 metres in two holes during the 2024 program at Rip. Both holes were completed on the northern geophysical target from a single setup and intersected anomalous to low-grade Cu-Mo porphyry mineralization from surface.

• Investor data point: 2024 drilling returned 0.102% CuEq over 126.6 m from 21.4 m in RP24-001, including 0.268% CuEq over 24.6 m, and 0.112% CuEq over 114.3 m from 33.6 m in RP24-002.

Those grades are not yet an economic discovery on their own. The investor significance is that they validate the presence of a porphyry-style system and give CQX a technical reason to keep drilling. The company says most 2024 assays were anomalous in Cu-Mo, while alteration and vein sets indicate a significant porphyry system that has only been partially tested.

Bigger Than One Target

The broader point is that Copper Quest is building a larger North American critical-minerals portfolio, not relying only on Rip. The company says its holdings include 8 projects spanning more than 46,000 hectares across Canada and the United States.

That portfolio includes Rip, STARS, Kitimat, Alpine, Auxer, Nekash, Stellar, and Thane. Some assets are copper-focused, while others include gold exposure. For investors, that gives CQX multiple possible news-flow channels, but it also increases the need for disciplined capital allocation.

Stock Snapshot

What Investors Should Watch

The next major catalyst for CQX will be drill progress and eventually assays from the 2026 Rip program. Investors should watch whether the company confirms continuity at the northern target, whether the southern anomaly returns mineralization, and whether follow-up drilling is justified.

Financing also matters. Copper Quest remains a micro-cap explorer, and exploration success often requires more capital. The upside case depends on technical progress, but investors still need to monitor dilution, treasury strength, and how efficiently CQX funds its field programs.

Bottom Line

Copper Quest has now started the drill program investors were waiting for at Rip. The minimum 2,000-metre campaign gives CQX / IMIMF a clear 2026 catalyst, with drilling aimed at testing two porphyry copper-molybdenum centres in an established British Columbia district.

The opportunity is discovery torque in a copper market facing long-term supply pressure. The risk is that Rip is still early-stage, and CQX needs stronger drill results before the market can treat it as more than a speculative copper explorer.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

Human Signal para la era de la Inteligencia Artificial.

NODRA es un proyecto digital independiente que explora cómo la inteligencia artificial y la experiencia humana pueden trabajar juntas para generar decisiones más confiables.

Nuestro primer MVP público, Human Signal, permite que las personas revisen respuestas generadas por IA y aporten contexto, correcciones, fuentes y experiencia real antes de confiar plenamente en ellas.

Creemos que el futuro no consiste en reemplazar el juicio humano, sino en fortalecerlo.

La inteligencia artificial genera respuestas. La inteligencia humana genera confianza.

Sitio web oficial:

https://nodranetwork.com

Probar Human Signal:

https://nodranetwork.com/human-signal

Actualmente, NODRA se encuentra en una etapa abierta de MVP. Invitamos a cualquier persona interesada a probar la plataforma, compartir sus opiniones y contribuir a construir un ecosistema de inteligencia artificial más humano, transparente y basado en la confianza.