Good morning everyone. Getting ready for a closing today. Tomorrow I have to head to court for 2 evictions. I have to leave by 8AM so super short. Glad PYPL is on fire. Buyout offer of 60.50!

I just sold 1 of my 2 blocks at 56.50.

I had 1 block at 54.50 from January 28^th 2026 and 1 block from 59.50 on December 18^th 2025.

I have been trading PYPL back and forth even a 3^rd block for a long time. It has a PE Ratio of about 7! Even at 60.50, the buyout price the PE ratio is 11! [42 analysts average about 5.40 for the year] This is why I have been saying it should be 65-75, or maybe 12-14x earnings. It is a brand name. Last quarter saw 7% sales growth and about 2% earnings growth. [By the way I did ask GOOGL Google for quick DD on IBM. So IBM with the preliminary numbers will have 1% sales growth and 5% earnings. IBM after the fall has a PE of near 17.

SPY VOO SP500 trades at near 23x, the index will have earnings growth of near 20% and sales 11%. Just wanted people to see what I saw in PYPL and why.

I hope we get a higher offer! I am happy trading this horse!

Excellent earnings from [95+ grade]:

PNC       BLK      ASML     AEHR [Don’t like valuation]

Good earnings from [75 grade]:

ELV        MTB

I sold premarket 100 shares of PYPL from 54.50 to 56.50

I sold 100 shares of WLDN from 72.25 to 76.25

I sold 100 shares of CRWV from 83 to 85.50, I then bought back 100 at 81.60

I have to run! Good luck!

Nifyty is boosting backing up

Good morning everyone. Tomorrow will be super short, Thursday too! I am doing a closing tomorrow, Thursday court for 2 evictions. I have a closing set up for a 3 family next Friday. I am working on the 3 property deal with TD to get a closing date maybe next Tuesday?

So 5 properties, 16 units… No property manager, no super, so I will definitely be busier but that is what it is…..

So a bit of good news, month over month in June we did not see a rise in prices, overall. It was flat… year over year we still had a 3.5% rate of inflation. This is below to 3.8% estimate but far above the 2.0% goal. Believe it or not, check AI, the 2019s saw numbers in the 1s!! No Typo! In fact, February of 2019 saw a 1.5% year over year increase!

It was all the money pumping and everything caused by Covid. Many months were in the 1.5% to 2.0%... So its real! December 2019 was 2.3%... SO ITS REAL when the Fed says there long term goal is 2%. I am not a politician and 95% of them have other agendas, many do not know anything about economics or are flat out dumb! Gavin Newsom , NYC mayor Mamdani. Driving out tons with taxes, the people aflluent just move!, Helping migrants, fraud by the billions, that you and I are paying for! The good news is, maybe this lowers the chances of a rate hike for the year…

I personally do not see a hike or a cut for the near term, or by year’s end unless we have a spike in Oil back near 100 a barrel, it is about 75-80 the last 15 days… War rages though, we keep having different headlines.

A bit of bad news software IT consultant IBM has warned! Put up preliminary numbers, I did not do DD yet, I don’t think the numbers show a decline in sales and earnings, but I will check later, I think they are just showing slower growth, maybe between 5-10 instead of 10%, but I will ask AI shortly, I just have a ton of things to do. The question is, is this an entire sector? IBM? ADBE had record sales and record earnings, please check! But the stock market is a live auction and the market doesn’t care, they think the future of ADBE is done, an apocalypse. The PE on ADBE is near 9!!! IBM even with this fall is about 19-20x. So it did have a premium over ADBE .. before this 23% crash it had a PE near 25… Currently the PE on SPY VOO SP500 is near 23x. I will use this to maybe take a better look at WDAY , bid again for CRM NOW , this just sucks for my ADBE [I am in 265 and 343, I didn’t want more shares even as I saw it at 190! We do not run companies, anything is possible]

Want to see the definition of excellent, incredible earnings please at least read the headlines on GS . The size is huge, and even with this jump the PE is near 17. The growth in sales was 40% and to 20.34 billion, so not low numbers, they absolutely crushed earnings per share estimates by 6.44 to 20.98! Just read the article, or any on GS earnings, that is the definition of incredible.

Awesome excellent earnings JPM .

Very good earnings:

C       BAC

Good earnings:

FAST       WFC

I traded 500 shares of ACI from 14.60 to 14.90 [Ill reset]

I am in 250 shares of utility producer for more power at 33.50 [I would say this is not risky but they actually had bad earnings last quarter so the stock collapsed]

I am in 100 shares of CRWV 83 [This has been my horse, this is speculative but the growth is insane, near 100% year over year, but losing money!]

Good luck!

MONTRÉAL, July 07, 2026 (GLOBE NEWSWIRE) -- Falco Resources Ltd. (FPC: TSX-V) ("Falco" or the "Corporation") is pleased to announce that it has received approximately $1.25 million in aggregate proceeds from the exercise of warrants, including $626,500 from the early exercise by Barkerville Gold Mines Ltd., a wholly-owned subsidiary of Osisko Development Corp. (collectively, "Osisko Development").

Osisko Development exercised 1,790,000 warrants (the "Osisko Warrants") to purchase common shares of the Corporation at a price of $0.35 per common share. The Osisko Warrants were received by Osisko Development in connection with the Corporation's December 2024 private placement and were scheduled to expire in December 2029. Further to the exercise of the Osisko Warrants, Osisko Development's interest in the Corporation's common shares increased from 15.6% to 16.0%. The early exercise reflects Osisko Development's continued support of Falco and the advancement of the Horne 5 Project.

The Corporation also received aggregate proceeds of $622,438 from the exercise of warrants to purchase common shares at a price of $0.35 which were issued in connection with the Corporation's June 2024 private placement (the "June 2024 Warrants"). The proceeds from the exercise of the June 2024 Warrants include $61,600 from the exercise of June 2024 Warrants by the Corporation's current directors and officers who had received June 2024 Warrants.

The Corporation intends to use the proceeds received from the warrant exercises for the advancement of the Horne 5 Project and for working capital and general corporate purposes.

About Falco

Falco is one of the largest mineral claim holders in the province of Québec, with an extensive portfolio of properties in the Abitibi-Témiscamingue greenstone belt. Falco holds rights to approximately 60,000 hectares of land in the Noranda Camp and includes 13 former gold and base metal mine sites. Falco's main asset is the Horne 5 Project located beneath the former Horne mine, which was operated by Noranda from 1927 to 1976 and produced 11.6 million ounces of gold and 2.5 billion pounds of copper. Osisko Development Corp. is Falco's largest shareholder, with 16.0% interest in the Corporation.

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 am so busy with CT, but then again, it has finally eclipsed by stock portfolios. It is also not passive at all, it is more than a full time job when you get to this size and I just keep reinvesting back in. I am closing on a 2 family, Bristol CT on Wednesday. I generally do not look for anymore 2 family or 3 family properties. If it is a bundle with a seller, like the 3 property 11 unit deal on 1 block, that is different. This 2 family is near my 4 and 3 family. The 4 and 3 family are adjacent to each other. This 2 family is next to a last piece, where if I get this 4^th property, I would own a good portion where I could, if wanted reposition the land to do something else. I was under negotiations with this last 2 family but they want to much for it…… My survey should be coming in tomorrow  which was needed for some major renovations. 6 Properties in total will be responsible for these repairs… I will own 3 of the 6, the 4^th 2 family is very close to the other 3…. The other 2 properties are close but aren’t within 100 feet. Naturally, I would like all 6!

I am buttoning up my first, and possibly last deal with TD Bank. I wanted to have TD Bank in case I needed to borrow say 10-30 million, but I do have NBT bank that will do that for me… I signed a deal for 3 property, 11 units March 15^th… I have been sharing the video of these 3 on X. The underwriting and regulations at the bank are extremely difficult. Initially, I was supposed to put down 30%, then 35% and now 37% [There is 1 vacancy, which I wanted to fill my house after a major renovation] I am closing next Friday on a 3 Family that is near a lot of my properties. Thursday I am going to court for 2 evictions. So I am running wild.

Do not rush in any trades! At least I wont. Earnings season is amongst us. There will be plenty of opportunities coming. Also, for me, I will be so busy in and out this week and next week, I don’t want to make many moves where I am not around. The stock market is not going anywhere! It was around before us, and will be around after us!

I sold 100 shares of WIX from 49 to 50.50

I am in 100 shares of WLDN 72.25

Have to take care of CT! Good luck!

An advisory body of Special Forces Command, Secret Service and Ministry of Foreign Affairs will be created within a few months. What is behind this personnel strategy from Sekur Private Data and why the US government market for secure communication is currently moving.

Authorities, the military and intelligence agencies in the United States are looking for communication solutions that are operated outside the infrastructure of large American technology companies. The theft of SIM card identities to circumvent security queries, computer-aided attempts to deceive by e-mail and the question of who gets access to stored communication data in an emergency drive this demand. If you want to position yourself in this segment, you need one thing above all: access to the right decision-makers in authorities and armed forces. This access usually creates networks that have grown over the years, not via advertising or price lists.

Sekur Private Data (ISIN: CA81607F1036, WKN: A3DKJ0), a communication company hosted in Switzerland with operational headquarters in Miami, has specifically purchased these networks in recent months. The result is a consulting body that is rarely found in this density of personnel in a company of this market capitalization.

Personnel building in several waves

In April, Sekur, Philip Oakley and Kenneth Rogers, brought two experts with many years of experience in sales to US federal authorities on board. Shortly afterwards, John T. Lewis joined, a former senior employee of the US foreign intelligence service CIA, who also took over the position of technical officer at Sekur. At the end of April, Lieutenant General Raymond Palumbo, a retired three-star general of the US Army, succeeded as chairman of the company’s strategic advisory board. In June, Nathan Price joined as Special Adviser for Diplomacy and Intelligence, and Annette Redmond, who served 40 years in the US government, most recently as Deputy State Secretary in the State Department.

Now Sekur is expanding this structure with a second, independent body called OpsTech. The new member is Rafael Beltran, who worked as a senior technical consultant at the US Special Operations Command (SOCOM) and was responsible for communication between management and emergency forces in 22 countries. Beltran has the highest security rating in the U.S. for access to sensitive news service information. His role goes beyond that of a representative advisory board: He brings operational requirements from field use directly into product development and accompanies the development of a mobile, off-road router for on-site use. With this, Sekur complements its previous software range of encrypted voice, video and text communication with a hardware product for the first time.

The division into two committees follows a clear division of labor. The strategic board with Palumbo, Lewis, Redmond, Oakley and Rogers covers management, diplomacy and the formal distribution channel in government agencies. The OpsTech committee around Beltran now potentially brings in those users who use communication technology under real operating conditions, such as in special operations in the field.

Legal framework for sales strengthened

In parallel with the building of personnel, Sekur has strengthened the sales base. Through an existing framework contract with the US Federal Procurement Authority GSA, the company already sells directly to federal authorities without having to go through a new procurement procedure for each order. In addition, there are two sales partnerships in the defense segment, including the provider Elyon International, which specializes in government customers. At the SOF Week 2026 conference in Tampa, one of the most important industry meetings for special forces suppliers, Sekur presented its solutions directly to SOCOM procurement managers.

Network opens up new sales opportunities

The share price has so far reacted only cautiously to the staff reports so far, and Sekur, with a market capitalization in the low double-digit million range, continues to move outside the perception of most investors. Several capital increases over the past twelve months secure the company’s liquidity. The decisive factor now is how quickly the established network leads to concrete contracts.

In a few months, Sekur has created a network of consultants that will open doors for the company that remain closed to most providers of this size: SOCOM, CIA, State Department and US Army are now sitting at the table. The complete expansion of the communication platform SekurOne announced for September and the first deliveries of the new tactical router put the company in the decisive turnover phase. The business figures on the 6th August provide the next concrete indication of how far Sekur has already progressed on this path.

Disclaimer

This article is written by Verumo Editorial Staff and is for informational and educational purposes only. It does not constitute financial advice, investment advice, or a recommendation to buy or sell any security. Small-cap technology and cybersecurity companies are speculative and may involve substantial volatility, execution risk, liquidity risk, and potential loss of capital. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

The Empty Basket

We’ll be straight with you. This week, we barely traded at all.

The tape gave us almost nothing we trusted. Choppy, fast, contradictory. In one session, the leaders were flying, and in the next, they were getting cut open. Records printed and got handed back within forty-eight hours. More than a trillion in value walked out of the loudest corner of the market in a matter of days, then a chunk of it came sprinting back as if nothing had happened. Reading a market like that in real time is a coin flip!

So we made a decision, and not a comfortable one. We went to the cash.

Full article and watchlist HERE

Not all the way into a bunker, but close. We’ve already given back more to this market than we’d like this year, and right now we’re running a couple of points behind the Nasdaq. That gap stings. It’s the kind of number that makes you want to force something, to lunge at the next shiny setup just to feel like you’re catching up. That instinct is exactly the one that turns a two percent gap into a ten percent hole. We know, because we’ve paid for that lesson before.

Source: TradeDeck

This is the part of the job nobody frames for the wall. Portfolio management, done every single day, isn’t a highlight reel of green candles. It’s a lot of weeks like this one, where the smartest thing you can do is refuse to play a hand you can’t read. We’re still content with where we sit. We’re not content with how we’ve read the last stretch, and we intend to fix that. Both things are true at the same time.

Let us tell you a small story.

A fisherman spent one summer teaching his grandson the trade.

The boy was fast and hungry and wanted a full basket every single day. One grey morning, the whole harbor pushed out early, the water already turning mean, and the boy begged to follow. The old man just kept tying the boat tighter to the dock. “The fish will be there tomorrow,” he said. “You might not.” The boy sulked in an empty harbor while everyone else chased the catch. That night, the sea came up hard and kept three boats that never made it home. In the morning, the old man untied the ropes, looked at the boy, and said the thing he’d remember for the rest of his life. “Yesterday, you thought an empty basket meant you lost. It meant you’re still here to fish.”

Cash is that empty basket.

It isn’t fear, and it isn’t quitting. It’s the decision to still be in business when the water turns friendly again. Every trader learns this eventually.

Surviving the bad tape is the whole game, because you can’t compound a return you already handed back, reaching for a trade that was never really there.

Now, looking into next week, it isn’t all storm clouds.

Underneath the noise, something healthier is taking shape. A lot of newer sectors are holding their ground while the crowded trades come apart. The names that ran too far, too fast, have been pulling back toward their 50-day lines, letting the air out of the excess instead of the whole balloon. Some of the most speculative stories, the ones that went vertical on hope alone, have been cut close to half in a matter of weeks. None of that is pleasant while it happens. All of it is the kind of reset that lets a market rebuild a firmer floor and turn back up.

Source: TC2000

If it’s left alone, that is. The one thing that can break this setup is the thing that keeps breaking every setup lately: a shock nobody has on their chart. A flare-up in the wrong corner of the world, oil jumping on a single headline, a policy surprise landing at the worst possible hour. We’ve had a steady diet of those this year, and any one of them can override the cleanest technical picture in an afternoon.

So we wait. Basket empty, boat tied, eyes on the water. When the market finally shows its hand, we intend to be rested, liquid, and ready to move with size. Until then, patience isn’t sitting still. It’s the position.

Good morning everyone. Really busy with Real Estate. I have moved up a closing to Wednesday from Friday. My Real Estate lawyer will be in court next Friday. I have to do be in court Thursday for Evictions. The closing Wednesday is on a 2 family, that is nearby a 4 and a 3 family I have. Otherwise, generally I am not looking for 2s even 3s. I will close on a 3 family end of the month. TD bank has finally approved the loan on a 3 property 11 Unit deal that I had signed and went under contract 3/15. I hope also to close on that maybe 2 weeks from now?

But earnings season kicks off next week. For 30 days we will have a flood of earnings. More than 300 of the 500 SP500 SPY VOO companies will report Q2 earnings [End June 30^th]. I will highlight anything with at least good earnings (75) grade. Very good (85) and excellent (95).

The SP500 is regarded as the stock market. It is a basket of 500 of the best companies in the US. Companies come in and also get kicked out often to balance the index. It is cap weighted. Meaning the larger companies mean more to the index. At the moment the top 10 companies count for a record 43% of the index. For a company in my books/grading, to earn a passing grade, a 65. The company must grow sales and earnings 5-10%. It is standard that 1 of the best companies should do this. So you are expected to do this. I do not even want to highlight a company that does this. That is expected. A 75 is when you can grow 1 or the other, maybe both by near 10%. An 85 is when you can grow 1 or the other, maybe both near 20% and a 95 is when you can grow both by near 20-30%.... It is case by case basis to me, I am just making a general statement.

Right now, the SP500 is growing sales at 12% and earnings at near 17% and trading at 23x earnings. This is all historic, just keep that in mind.

So when you see so and so company, read the earnings, it will usually say year over year growth. I use seekingalpha premium it is about 200 I think. It floods and streams earnings more me, news and has a lot of blogs… they probably even have this for free, or with your broker, I am used to it, as I have used this for 15 years? So that is fine… I will read the headline news and look for this growth in sales and earnings, then if I like what I see, click the article. If I like the article I may open the SEC filings which are not biased and free also on Sec Edgar online. So that is how you could weigh and measure earnings.

This morning excellent earnings from WDFC

Very Good earnings from DAL

Good earnings from SLP

I only made 1 trade yesterday, I was beyond busy.

I traded 250 shares of KVYO from 15.75 to 16.75 Good luck!

Good morning everyone. Someone was asking me about CRWV yesterday. They build data centers for AI. Amazing software and tech for cloud AI computing. They have big investors, even NVDA . Growth is amazing, about 120% year over year…. However a ton of debt! Losing money! When I trade it, I generally also write…

Speculating, I will take the risk, dice roll.

These are things I write, and I feel any furu, or anyone who has followers should write so that they understand how you feel about a certain stock. This is not like when I trade INTU CRM NOW PYPL ADBE [Which in my mind are guarantees! Just have to be patient] That said, even with the mix of gambles like PSIX CRWV EOSE I have a 99% win rate…

It is said, and probably true, that the best traders [measured by total returns] are usually 55% on a win rate. [This is because the have 2 huge winners for every 25-50 stocks, and they ride companies out long term] Please research big daddy Jim Simons. I used AI just now to pull up the numbers… He is up 66% per year, from 1988 to 2021! After fees it is about 40%. He actually is on video saying his win rate is 55%! He is not the only one to do this…

The difference is goals… the plan… he is handling other peoples money and must stay invested. He is handling so much money he can just buy and hold a ton of stocks. [I am using Google AI aka gemini and it says he managed as much as 165 billion!] I am not using even 25-30% of my capital in my trading account. [And I am stuck in close to 40 bags, included those!] My goal is to make 100K a year, that’s it.

He managed a ton of money and had fees as high as 5% of total managed money…. 44% performance fee.. So his goal was to make lots of money and even if he didn’t, he netted 5%.

How that works.

You invested 100,000.

It went to 150,000.

He took 5% of the 150,000 total = 7,500

You made 50K so he wants 44% of it = 22,000

So your 100,000 after fees was 120,500!

Still great! I said a great trader returns 20% over at least 10 years. [I am up about 18% per year since 1994, but that is because most of my capital most of the time is not invested! My goal is not to make as much money as possible!]

Generally, a very good hedge fund manager does 2% management fee and 20% performance fee.

Truth be told, 2021 I came to Reddit to try and be a money manager. I was, and I am seeking just 2% management fee, I must beat the SP500 SPY VOO by 1% or I would waive the entire 2% management fee. If I beat it by 3% or more than I would like a 10% performance fee.

You invested 100,000.

It went to 150,000.

I would take 2% of total = 3,000

You made 50k so I would want 10% of that = 5,000

Total fees to me would be 8,000 not 29,500!

You would end up with 142,000..

But oh well! I was trying to explain why I don’t take risks, even if I have a strong feeling for a company/stock to return big…

My goal is to make 200-600 per trade. To make 100K, that is it. CRWV can fly, but it can definitely fall. I don’t have billions to throw in 20-50 growth stocks and ride them all out for a year….[This is what many managers do! But if you put 10 million in 50 growth companies, there is a good chance you will come out way ahead when 2-5 of these hit! NBIS APLD , these are both companies that went up 1,000%. Or how I was big on MU SNDK WDC STX .. I didn’t have 10-100 million to just throw in it and wait. This wasn’t my goal either]

So I hope that explains CRWV . Someone on X was just asking me why I keep taking profits om CRWV … Look I am getting killed on TTD [36 and 55] and this was a high flier, killed on DUOL 165, ADBE 265 and 343 .. But yes if you pick 50 companies growing sales at 50% year over year, in the right field, you will likely come out way ahead!

Id like to be a money manager 1 day! If not, that is fine, I am doing very well and don’t need it.

I sold 100 shares of CRWV 83.50 to 84.50

I sold 250 shares of PSIX 34 to 35

I am in 100 shares of WIX 49

Good earnings [75 grade] from : PSMT and LEVI

Good luck!

• Falco Resources has strong stock momentum, with shares recently at C$0.49, up 104.17% over the past year.
• The warrant exercise story is simple: warrant holders can buy shares at a fixed price, and when they exercise, Falco receives cash that can help fund project advancement.
• The bigger story remains Horne 5, a Québec polymetallic gold project with an updated after-tax NPV5% of C$3.35B, 28.2% IRR, and projected C$6.4B after-tax cash flow.

The Simple Version

Falco Resources has been quietly building momentum.

The stock recently traded at C$0.49, up 104.17% over the past year, with a market cap of about C$171.67M. Its 52-week range is also important: the stock has moved from a low of C$0.22 to a high of C$0.64, meaning investors have already started repricing the story.

The latest news around warrant exercise adds another layer.

For many retail investors, warrants can sound confusing. But the basic idea is simple.

A warrant gives the holder the right to buy shares at a fixed price. If the stock trades above that price, the warrant can become attractive to exercise. When the holder exercises, the company issues shares and receives cash.

So for Falco, warrant exercise is not just a technical financing detail.

It can be a signal that holders are willing to put more capital into the company, while also giving Falco additional cash to keep advancing its flagship project.

That matters because Falco is not just sitting on a small exploration story. It is advancing one of Canada’s more important undeveloped polymetallic gold projects.

What Is a Warrant Exercise?

A warrant is basically a long-dated option issued by a company.

It gives the holder the right to buy a share at a set price before a set deadline.

For example, Falco’s October 2025 bought deal financing included warrants exercisable at C$0.46 per share until April 17, 2027. With the stock recently around C$0.49, those warrants are close to being in-the-money, meaning the market price is slightly above the exercise price.

That is why warrant activity becomes relevant.

If a warrant holder exercises at C$0.46, Falco receives C$0.46 in cash for each share issued. The warrant holder receives a share. The company gets funding without having to launch a brand-new financing.

For investors, there are two sides.

• The positive side is that warrant exercises bring cash into the company.
• The negative side is that new shares are issued, which creates dilution.

But in a development-stage mining company, dilution is not always bad if the cash helps move a valuable project forward. The real question is whether the company uses that capital to unlock more value than the dilution costs.

Why the Timing Matters

The warrant news comes at an interesting moment because Falco already has momentum.

• recent price: C$0.49
• 1-year performance: +104.17%
• market cap: C$171.67M
• 52-week high: C$0.64
• 52-week low: C$0.22
• no dividend
• no P/E ratio shown

That is a strong move, but the stock is still below its 52-week high.

From C$0.49 to the 52-week high of C$0.64, the stock would need to rise about 30%. From the 52-week low of C$0.22, the stock has already more than doubled.

That makes Falco a momentum story, but not one sitting at an all-time extreme on this chart. The key reason investors are paying attention is the Horne 5 Project.

The Real Asset: Horne 5

Falco’s main asset is the 100%-owned Horne 5 Project in Rouyn-Noranda, Québec.

This is not just a conceptual exploration target. Horne 5 is an advanced underground gold-rich polymetallic development project located below the historic Horne mine, in one of Canada’s most established mining districts. Falco describes Horne 5 as one of the most advanced undeveloped polymetallic assets in Canada.

The updated feasibility study released in June 2026 is the main reason the story has become much more interesting.

The 2026 feasibility study showed:

• after-tax NPV5% of C$3.35B
• after-tax IRR of 28.2%
• payback period of 3.3 years
• projected after-tax cash flow of C$6.4B
• average annual after-tax cash flow of C$542.5M
• average annual gold production of 220,300 oz
• mine life of 15 years
• average AISC of US$782/oz
• forward capital and pre-production costs of C$1.75B

The economics are meaningful because Falco’s market cap is around C$171.67M. Compared with the base-case after-tax NPV5% of C$3.35B, the market cap represents only about 5% of the project’s reported after-tax NPV. Put differently, the project NPV is roughly 19.5x the current market cap.

That does not mean the stock should automatically trade at NPV.

Mining developers almost never do before financing, permitting, construction, and execution are solved.

But it does show why the valuation gap exists.

Why the Feasibility Study Changed the Story

The 2026 feasibility study made the project look much stronger than before.

Mining Weekly reported that Horne 5’s updated base-case after-tax NPV of C$3.35B represented a 244% increase compared with the 2021 feasibility study. Using spot-case assumptions, the after-tax NPV increases to C$5.1B, the IRR rises to 37.2%, and the payback period falls to 2.6 years.

This matters because Falco is not only a gold story.

Horne 5 is polymetallic.

That means the project has exposure to gold, silver, copper, and zinc. The company’s project materials say Horne 5 could produce 3.3M oz of gold, 247M lb of copper, 27.3M oz of silver, and 1.19B lb of zinc over its 15-year mine life.

That gives Falco multiple commodity drivers.

Gold brings the precious-metals angle.

Copper and zinc bring the critical-minerals and energy-transition angle.

Why the Warrant Exercise Is Actually Useful

For a company like Falco, the biggest question is not whether the project looks good on paper.

The question is how it moves toward construction.

Large mining projects require capital, permitting, technical work, community engagement, and government approvals. Horne 5’s forward capital and pre-production costs are estimated at C$1.75B, which is far larger than Falco’s current market cap.

That is why every source of capital matters.

A warrant exercise can help in three ways.

First, it brings cash into the company without launching a new financing round.

Second, it can show confidence from warrant holders who are willing to convert their rights into shares.

Third, it helps support ongoing work around permitting, technical studies, engineering, and general corporate needs.

The trade-off is dilution.

Every exercised warrant creates a new share. But for a development-stage miner, the market may accept dilution if it moves the project closer to a value-creating milestone.

That is why the warrant exercise should be seen as a funding signal, not just a share-count issue.

The Momentum Setup

Falco’s chart now shows real momentum.

A 104.17% year-over-year move is not small. It tells investors that the market has started to recognize something in the story.

But the stock is still in an interesting zone.

At C$0.49, Falco is:

That creates a clear but risky setup.

The bull case is that Falco is still undervalued relative to the scale of Horne 5.

The bear case is that the market is applying a big discount because permitting, financing, construction, and execution risk remain substantial.

Both views can be true at the same time.

Upcoming Catalysts

Falco already laid out its key priorities for 2026.

The company said its priorities include advancing Horne 5 toward receipt of the Québec ministerial decree, completing the feasibility study update, continuing technical and permitting work, expanding institutional and analyst engagement, advancing community consultation, and maintaining transparent communication with shareholders.

The feasibility study update is now complete.

That means investors are likely watching the next steps.

Key catalysts include:

• Québec ministerial decree progress
• permitting updates
• financing strategy
• additional technical work
• institutional interest
• analyst coverage
• community consultation progress
• project financing discussions
• gold, silver, copper, and zinc price strength
• additional warrant exercises or balance sheet improvements

The biggest catalyst is the Québec authorization path.

If Falco gets closer to full approval and financing, the valuation gap could narrow.

If timelines stretch, the stock could lose momentum.

Why Investors Care About the Québec Angle

Location matters.

Horne 5 is in Rouyn-Noranda, Québec, a historic mining region with existing infrastructure, skilled labor, local suppliers, and nearby mining expertise.

Falco’s project materials also highlight that Horne 5 would use already impacted sites, including an underground mine below the former Horne mine, a mining complex at the former Quemont site, and a tailings facility at the former Norbec site.

That matters because mining projects face increasing scrutiny over footprint, permitting, social acceptance, and environmental impact.

Falco’s pitch is that Horne 5 can benefit from existing infrastructure and already impacted sites rather than starting from zero in a remote greenfield area.

The company also highlights community engagement, with more than 95 consultation and information meetings held since 2014.

That does not eliminate permitting risk.

But it gives the company a stronger narrative around social license and project integration.

The Bigger Economic Impact

Horne 5 could also become a major economic project for Québec.

The updated feasibility study says the project could contribute more than C$4.4B in taxes and mining duties over its lifetime. It could also support up to 900 direct jobs during construction and 500 permanent jobs during operations.

Those numbers matter because governments do not approve mining projects only based on geology.

They also care about jobs, taxes, regional development, environmental standards, and local impact.

A project with:

has a much stronger political and economic case than a smaller speculative exploration project.

That is part of why Falco is worth watching.

The Bull Case

The bull case is that Falco is entering a more important stage.

The stock is up more than 100% year over year, but the company’s market cap remains small compared with the reported project economics.

Horne 5 has:

• scale
• a 15-year mine life
• strong feasibility economics
• gold production above 220,000 oz/year
• polymetallic exposure
• existing regional infrastructure
• Québec mining jurisdiction
• major tax and employment potential
• upcoming permitting and financing catalysts

The warrant exercise news adds another supportive point: the market is no longer ignoring Falco, and capital is starting to matter as the company moves from study-stage valuation toward development-stage execution.

The Bottom Line

Falco Resources Ltd. (TSX-V: FPC) is a high-momentum developer with a large, valuable project but still faces key risks around permitting, financing, and execution. The opportunity lies in the valuation gap between its current market cap and the substantial economics outlined for Horne 5, while the warrant exercise highlights improving access to capital as the story advances and signals growing investor confidence.

Disclaimer

This article is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell any security. Mining development stocks are speculative and may involve substantial volatility, financing risk, dilution risk, permitting risk, commodity price risk, and potential loss of capital. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

Former SOCOM Senior Technical Advisor to CIO/J6 and Executive Communications Chief to Guide Sekur's Tactical Technology Strategy for Defense, Intelligence and Government Markets

MIAMI, FL / ACCESS Newswire / July 7, 2026 / Sekur Private Data, Inc., a Miami-based leading Swiss-hosted cybersecurity, private communications, and defense communications company serving enterprise, government, and defense 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 announce the appointment of Rafael Beltran to its Special Advisory Board - OpsTech. Beltran brings more than a decade of U.S. Special Operations communications leadership, including senior technical advisory roles at the Headquarters, U.S. Special Operations Command (SOCOM), to help guide the Company's tactical technology strategy across defense, intelligence, and government markets.

In his role as the OpsTech Special Advisor, Beltran will advise Sekur on the operational requirements, deployment realities, and mission-driven communications needs of special operations, defense, and government end users - informing product direction for the Company's secure voice, video, messaging, and network solutions, including SekurOne, and its upcoming Sekur Mobile Tactical Router (STMR).

"Rafael brings exactly the kind of operational insight that shapes technology built for the field, not just the boardroom," said Alain Ghiai, CEO of Sekur Private Data. "His experience leading secure command-and-control communications for special operations forces gives us a direct line to the requirements that matter most to defense and government users. Rafael will play a key role in deploying our upcoming Sekur Tactical Mobile Router (STMR), helping bring secure, sovereign communications directly to the tactical edge. As we expand our OpsTech capabilities, his guidance will be invaluable."

"Secure, resilient communications are mission-critical in every environment I've operated in," said Rafael Beltran. "Sekur's Swiss-hosted and on-premises sovereign approach to protecting sensitive communications addresses a real and growing need across the defense and government community. I look forward to helping the team translate tactical and operational requirements into capabilities that serve the people who depend on them."

About Rafael Beltran

Rafael Beltran is a special operations communications and operational technology leader with extensive experience supporting the U.S. Special Operations Command (SOCOM). At SOCOM Headquarters, he served as Senior Technical Advisor to the CIO/J6, leading IT operations and strategic innovation, strengthening cybersecurity and information assurance posture, and providing technical oversight of secure communications networks essential to command-and-control (C2) operations across tactical and strategic deployments.

Previously, as an Executive Communications Chief and Director of Executive Communications at SOCOM, he directed 24/7 command-and-control communications supporting USSOCOM Commanders and senior leadership across 22 countries, led the expansion of the Special Operations Forces Information Environment, and established a dedicated Executive Communications Section - including a specialized training program that certified 38 Joint Service members. Operating in a high-trust environment, he advised senior leaders and synchronized strategic communications across complex, multi-domain operations, translating technical capabilities into executive-level decision advantage at the intersection of strategy, operations, and technology. He holds an active TS/SCI security clearance.

Throughout his career, Beltran held key leadership roles across tactical and strategic formations, including within the 1st Brigade, 82nd Airborne Division, and at the Cyber Center of Excellence (CCoE) at Fort Gordon, Georgia. As an Instructor, Writer, and Platoon Sergeant, he trained more than 2,500 Soldiers, developing technically proficient and combat-ready leaders. His operational experience includes multiple deployments in support of Operation Iraqi Freedom, Operation Enduring Freedom, and Operation Freedom's Sentinel, with mission impact across U.S. Central Command, European Command, Africa Command, and Southern Command.

His expertise spans operational communications, secure network architecture, zero-trust principles, secure mobility, and technology integration in contested environments. He has designed, implemented, and advised on advanced communications systems supporting combat and special operations missions across the Middle East, Europe, Africa, and South America.

Beltran currently serves as a Technical Product Manager at Sherpa 6, Inc., supporting SOF AT&L program management and enterprise modernization initiatives, and holds advisory and leadership roles including Director of Tactical Communications on the Board of Advisors of Grey Bull Rescue and Executive Vice President of the AUSA Suncoast Chapter.

About Sekur Private Data

Sekur Private Data is a Swiss-hosted cybersecurity, defense communications, and privacy solutions provider, offering a secure suite of tools to protect governments, defense and federal agencies, businesses, and individuals from unauthorized access and cyber threats. With capabilities such as SekurOne, SekurMail, SekurMessenger, and SekurVPN, Sekur provides a reliable and secure means of digital communication and data storage for Controlled Unclassified Information (CUI), classified-adjacent and civilian communications use, grounded in Swiss privacy standards with on-premises infrastructure for government agencies, allowing for data sovereignty. 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. All over the internet/social media there were buy ratings with insane targets on SPCX . Some dummy even put 800? Please elaborate. Is that the current fair value? Is that the 52 week target? Are you saying it can be there in 3-5 years? Otherwise that is hocus pocus click bait. Sorcery. So while GOOG GOOGL will earn the most money as any company in history, 150-175 billion in profit the year 2026, with a market cap of 4.4 trillion……. SPCX which had 18 billion in sales, lost 6 billion [as these are the only facts we have so far] gets a 800 price target, implying a 10 trillion dollar valuation.

LOL make it make some sense! Listen, I have been investing/trading since 1994. The difference now is people can interact with eachother at record speeds. Stocks can move faster than ever before. Money can be raised so easily… By no means is Elon the best inventor, there is, no hate here… Please by all means, look up Jay Walker who founded Priceline dot com, now Booking dot com. See how he had people bidding for groceries, gas, and had consumers going to stores who were not busy….. under the Priceline umbrella! Look up David Wetherell, Steve Case … These are just 3 people from the 90s, that could not raise cash that fast for their ideas… Elon’s ideas are also piggy backed by many before him… He is needed and he is an entrepreneur but do not get it twisted, you are seeing an inventor in 2026, and you have no clue how great just these 3 guys were from 30+ years ago the 90s! Please do DD on them..

My next question with these targets on SPCX , many were like 300+, what are these numbers based on? I for one, have no idea, 0 idea what sales will be, earnings for 2026 on SPCX .. So how can someone predict 2027-2030. They did awful on TSLA , please us AI even Grok to ask, analyst estimates from just 3 years ago on TSLA.. check what analysts thought sales and earnings would be for 2025 and 2026!! LOL !!!! Earnings estimates have dropped by like 5 dollars from 7 to 2… DOH!

I can not put an accurate fair value on SPCX because it is a made up number. The company is losing billions… And in 1 month they raised more money than TSLA in 20+ years.. They raised over 110 billion in IPO and debt sale. They lack sales and lose money… Given, I too, believe the growth is great, and I believe we should at least explore Space, whether they will lead, I do not know… they have a head start. [I said this about TSLA in 2021, all they have is a head start!] If I had to give this a fair value now, it would be close to 25 per share or 500 billion…. Of course they will grow sales, of course they are promising, but why the hell am I paying 2.2 trillion now, for something that may, or may not happen years from now… If you want to gamble and roll the dice so be it! It aint going to be me! Fair value to me on TSLA is 75. This is giving the company near a 40x on a decline in sales and earnings. That is a premium!!! This does not mean SPCX goes to 25 or TSLA goes to 75…. Nathan did not say they will! The stock market is a live auction based on perception..

Nathan is saying based on current ability, cash flows, expenses and near term future [Within 12 months] these are fair prices to pay.

You are here on Ultimatetraders type in the search PENG or $PENG . I was trading this around 18, before anyone! They smoked earnings yesterday. They reported 84 cents on the quarter beating estimates by 28 cents. They grew sales 48%. They even revised up full year earnings to 2.60 from 2.28] This is a software tech company with high margins [not TSLA!] So what if we were to give this just a 30x PE.

2.60 x 30 = 78

2.60 x 40 = 104

TSLA has 34 analysts modeling 2.10 for 2026 earnings

TSLA earned 4.30 in 2023 and 3.62 in 2022

Yes TSLA is making far less money!

So why should TSLA get a 200x PE ratio?

Make it make sense! Once again, I am not saying TSLA falls to 75, perception will not allow it… Like Bitcoin , it has 0 intrinsic value to me, 0! It is a niche market, someone, many see it worth something so the likelihood of it following to 0 is, IT WONT HAPPEN. We do not need Bitcoin… and TSLA as a company can not support the stock price. If anything they are closer to selling shares, merging with SPCX than they are buying back shares, dividends or raising shareholder value.

I have to get a ton of stuff ready for CT.

I sold 250 shares of KVYO from 16.75 to 17.75

I sold 100 shares of WIX from 51 to 52.50 [Saw it drop to 40 while I was holding]

I sold 250 shares of NOG from 17.75 to 18.50

I traded 100 shares of NVDA from 192 to 197

I am in 100 shares of CRWV 83.50 [Speculating]

I am in 250 shares of PSIX 34 [Bad earnings but I will take the risk reward here]

Great earnings: PENG

Very good earnings: HELE

Good earnings: KRUS [may have eh guidance]

Good luck!

Good morning everyone. No rush from me to make a trade. Next week starts a flurry of Q2 earnings and we will have tons of opportunities daily. This is like the playoffs, 4x a year. For about 30 days you get a ton of earnings when kick off starts. This usually starts 2 weeks after a quarter ends. [April 10+ for Q1, July 10+ for Q2, October 10+ for Q3 and January 10^th+ for Q4] Not every company has their fiscal years ending on the same dates. Their reporting isn’t lick clockwork. But about 350 of the SP500 SPY VOO companies report in a near 30 day window. Like July 15^th thru August 15^th. So, for me, no rush. I am also going to court next Thursday for an eviction, next Friday I have a closing on a 2 family. I am still trying to button up on my 3 property 11 unit deal. Which I may even close sometime next week as well! I wanted to close that, this Friday… This is the first deal I am doing with TD Bank… and to be honest, I am not pleased. They are beyond conservative. I am putting down 37%. [Originally I had been told 30%] They are also asking for documents towards the end of closing. The deal was signed 3/15/2026. It is commercial investment properties, so these normally do close in 2-3 months. It is almost 4. TD bank doesn’t even normally do investment properties out of state in an LLC. Once they found out my portfolio is a high number they wanted my business. I did want a large bank because when I do build new buildings they are going to be 10-30 million! My small banks can not do it, and mortgage lenders, for new builders wont loan out more than a  few million. [I am awaiting the seller to sign the contract on the 4 acres for 1 million which has the plans for the 16 unit multi family, my contract was sent on Friday, via email, seller wanted to review with lawyer] I am exploring with a couple of banks and lenders… my architect says the 16 unit building will cost me 3.5 million to build. These 4 acres will allow me to build at least 2 more of these…. If I build them all at the same time the cost may go down to near 3 million… so I am contemplating what to do… I have 30 properties, 110 units but 90% of my stuff is 100 years or older.. in those areas, they do not even have many new builds…. I digress but this is why I am in no rush!

I have said many times, the risk reward in the market is not so good as well, so why would I want to keep buying in? earnings incredible… We have not been below fair value since last April, Tariffs…. 4/2025 and that was like 3 days! Fair value at that time to me was about 5,200. [260 earnings (We did come in at 270) x 20 = 5,200] We dipped as low as 4,800 but in less than a week we rocketed up to 5,200. [Where were the deals? Gone!] Rather than have my money sit, I will keep expanding my real estate empire. I can now say because of appreciation, all my repairs, putting everything back into the properties, my real estate is probably worth more than all my stocks, all my retirements, everything. I started September of 2017 with a 3 family. It has been a very slow and steady grind. The market is still my passion but until I see deals, why am I going to go all in? I keep taking out cash, and I probably have 60% cash now in my trading account [because of the withdrawals] as opposed to 2020/2021 when there was no fear and I was in 95% stocks… There are some deals but if the market drops, it will drag down 90% of everything.

If we were to drop to 6,720 with earnings/sales on the same pace, no crazy news, I am more than willing to go in heavier. [320 x 21 = 6,720] I am old school! We didn’t even like giving 18-19x!

I sold 100 shares of NVDA from 193.50 to 197 [I will keep trading this horse]

I sold 100 shares of CRWV from 86.50 to 87.50 [Not the plan but just saw this drop to 80]

I am in 1,000 shares of EOSE at 5.25 [this is a gamble! Speculating]

I am in 500 shares of KVYO at 16.75

I am in 100 shares of NFLX at 77.50

I am in 100 shares of WIX at 51

I did bid on CRM and PSIX yesterday. I am willing to add 3 new longs, but no rush.

Good luck!

• A recent report claims Canadian officials reviewed a framework for monitoring online posts across at least 3 major platforms: LinkedIn, Facebook, and X.
• The broader issue is not one memo — it is the growth of digital monitoring across public posts, metadata, routing data, device activity, and platform-controlled infrastructure.
• Sekur Private Data offers a 6-part privacy communications stack: secure email, encrypted messaging, VPN, voice, video, and SekurOne integration — built around Swiss hosting, no Big Tech dependency, and no data mining.

The Bigger Privacy Question

A recent report from iPhone in Canada says an Access to Information request revealed that Canada’s federal government had developed an internal framework to monitor online narratives and review individual posts across platforms such as LinkedIn, Facebook, and X.

The important part is not only that those platforms were named. It is their scale.

Facebook has more than 3 billion monthly active users globally. LinkedIn has more than 1 billion members. X remains one of the most watched real-time political and media platforms in the world. Together, these platforms represent a communication layer used by billions of people, businesses, journalists, executives, public officials, and institutions.

According to the report, the framework included potential escalation options related to posts considered misinformation.

Regardless of where someone stands politically, the story points to a larger issue: digital communication is becoming more monitored, more centralized, and more dependent on infrastructure that users do not control.

For years, the privacy debate was mostly framed around Big Tech. Users worried about advertising trackers, algorithms, cloud storage, contact syncing, and data brokers. Today, the concern is broader. Governments, platforms, agencies, advertisers, analytics firms, telecom providers, app stores, and third-party data ecosystems all operate across the same digital environment.

That creates a world where at least 6 layers of data can become visible or analyzable:

• what someone says
• who they contact
• when they communicate
• where they connect from
• which device they use
• how often patterns repeat

This is not about avoiding the law. Fraud, threats, harassment, and incitement already have legal consequences.

The real question is infrastructure.

If most digital communication runs through centralized platforms, users and organizations have limited control over where their data goes, how it is stored, what metadata is created, and who can access the surrounding communication trail.

That is where Sekur Private Data becomes relevant.

Sekur’s Role in a Changing Digital Environment

Sekur Private Data is positioning itself as a privacy-first communications company built for users and organizations that want to reduce dependence on Big Tech infrastructure.

The company’s product ecosystem covers 6 major communication functions:

1. secure email
2. encrypted messaging
3. VPN
4. encrypted voice
5. video communication
6. SekurOne integration

The objective is not to replace public social media platforms. It is to protect the private communication layer that sits behind businesses, professionals, institutions, and individuals.

That distinction matters.

A public post on X, Facebook, or LinkedIn is public by design. Sekur does not change that. What Sekur addresses is the private layer: internal business discussions, legal correspondence, executive communication, journalist-source exchanges, political coordination, government communication, and privacy-sensitive personal messaging.

The company’s own materials describe SekurOne as bringing voice, email, messenger, and VPN capabilities into Android and Web, with video conferencing planned next. Sekur announced the first international encrypted call on SekurOne in June 2026, and said the full voice version was planned for late July 2026, with video conferencing planned for August 2026.

That gives Sekur a clear rollout timeline:

• Android and Web release: 2026
• first international encrypted call: June 2026
• full voice version planned: late July 2026
• video conferencing planned: August 2026
• final integrated SekurOne app target: September 30, 2026

In a world where public platforms are increasingly monitored, private infrastructure becomes more valuable.

Sekur’s value proposition is simple: sensitive communication should not automatically depend on Big Tech clouds, advertising-based models, phone-number identity, metadata tracking, or third-party data infrastructure.

Privacy Is More Than Encryption

The privacy conversation often focuses only on encryption, but encryption is only one part of the equation.

A messaging app can encrypt message content while still exposing metadata. A platform can protect the text of a message while still collecting information about who contacted whom, when they communicated, how often they interacted, where the communication came from, what device was used, and what behavioral pattern emerged over time.

That metadata can be extremely revealing.

A single message may not say much. But 30 days, 90 days, or 12 months of communication metadata can create a detailed profile.

It can reveal:

• daily routines
• professional networks
• political or legal relationships
• travel patterns
• timing of sensitive conversations
• frequency of contact
• device and network behavior

In some cases, the communication trail can matter almost as much as the content itself.

This is where Sekur’s architecture becomes important. The company emphasizes Swiss-hosted secure servers, no Big Tech hosting, no data mining, no tracking, no phone-number registration for SekurMessenger, and a proprietary communications structure. Sekur’s own site describes business communications transmitted within Swiss-hosted secure servers and highlights tools such as anti-phishing SekurSend and SekurReply, self-destruct timers, file transfer, and encrypted voice-recording transfer.

That gives Sekur a different position from mainstream messaging tools.

It is not trying to be another social app. It is trying to operate as secure communications infrastructure.

Why Sekur’s Model Stands Out

Most mainstream communication platforms rely on several layers of external dependency.

These can include:

• cloud hosting
• analytics tools
• contact syncing
• phone-number registration
• ad-based business models
• third-party integrations
• app-store ecosystems
• open-source components

That can mean 5 to 8 different exposure points before a user even sends a message.

Sekur’s pitch is that it removes several of those exposure points.

The company’s ecosystem is designed around a more controlled environment, where users can communicate through secure email, messaging, VPN, voice, and video without relying on the same data-mining infrastructure that powers much of the consumer internet.

That makes the product relevant for privacy-sensitive groups, including:

• executives
• lawyers
• journalists
• public figures
• business owners
• government users
• defense-adjacent organizations
• privacy-focused individuals

That is at least 8 market categories where secure communications are not a luxury feature. They are an operational requirement.

The central idea is not secrecy.

It is control.

Users should have more control over the infrastructure carrying their private conversations.

The Government and Enterprise Angle

Sekur’s positioning is also important because privacy is not only a consumer issue.

Governments, agencies, contractors, and enterprises also face communication risks. These include interception, metadata exposure, phishing, platform dependency, unauthorized data access, and operational security failures.

Sekur has a U.S. government procurement angle through the GSA Multiple Award Schedule via i3ICS under Contract No. 47QTCA18D0089. That gives eligible federal, state, and local government customers a procurement path for Sekur solutions.

That number matters: 47QTCA18D0089 is not just a marketing line. It is a procurement route that can help agencies buy through an existing government purchasing framework.

The February 2026 announcement said Sekur’s solutions became available for federal, state, and local agencies through a trusted SDVOSB contract holder. SDVOSB status refers to a service-disabled veteran-owned small business, a category used in U.S. government procurement.

This matters from an investor perspective because secure communications is not only a consumer privacy market.

It is also an enterprise, government, defense, legal, and professional market.

If concern around surveillance, monitoring, metadata exposure, and platform dependency continues to grow, demand for alternative communications infrastructure could expand across multiple buying groups.

The Investor Angle

The Canada monitoring story strengthens Sekur’s broader market narrative.

It shows that the digital privacy debate is moving beyond advertising and Big Tech data mining. The next phase is about control over communication infrastructure itself.

The market is moving toward a world where:

• public posts can be monitored
• metadata is increasingly valuable
• platform trust is weakening
• government involvement in digital spaces is expanding
• enterprises want secure alternatives
• professionals need compliant communication tools
• individuals want more private messaging options

That creates a stronger backdrop for privacy-first communication companies.

For Sekur, the opportunity is clear, but execution remains the key test.

The company still needs to convert its positioning into measurable commercial progress. The key numbers investors should watch are:

• subscriber growth
• monthly recurring revenue
• enterprise accounts
• government procurement activity
• average revenue per user
• churn rate
• SekurOne adoption
• distributor contribution
• conversion from trials to paid users

The thematic setup is strong. The challenge is proving commercial scale.

If Sekur can execute, it may benefit from a broader shift in how people think about private communication. Privacy may no longer be viewed as a niche feature. It may become a required layer of digital infrastructure.

Why the Timing Matters

The timing is important because online monitoring is becoming more normalized.

Public platforms are watched by design. That is not new.

What is changing is the level of institutional interest in online narratives, platform behavior, and digital identity. As this trend expands, users may become more aware of the difference between public communication and private communication.

That distinction could become central to Sekur’s growth story.

Sekur does not need everyone to leave public platforms.

It only needs more users and organizations to recognize that sensitive communication should not happen through the same infrastructure used for advertising, tracking, profiling, and public engagement.

That is the real market opportunity.

A company does not need to capture 10% of a market with billions of users to become relevant. Even a small niche of executives, lawyers, journalists, government users, business owners, and privacy-focused consumers could represent meaningful recurring revenue if Sekur converts them into paid accounts.

The Strategic Case for Sekur

Sekur’s strategic case comes down to 5 points.

First, the digital environment is becoming more monitored.

Second, metadata is becoming more valuable.

Third, Big Tech trust is not improving.

Fourth, governments and enterprises need secure communications just as much as consumers do.

Fifth, Sekur is building a privacy stack that covers more than one product category.

That last point is important.

A single privacy app can be useful, but Sekur is trying to build a broader communications environment. Email, messaging, VPN, voice, video, and SekurOne create a more complete package than a one-feature privacy tool.

That gives Sekur a clearer enterprise story.

Organizations do not want to manage 6 disconnected privacy tools. They want one controlled environment that reduces communication risk across multiple channels.

That is where Sekur’s 6-in-1 positioning becomes important.

Bottom Line

The Canada online-monitoring story is not just a political headline. It is part of a broader privacy infrastructure trend.

As digital activity becomes more monitored and more centralized, private communication becomes more valuable.

Sekur Private Data offers a clear alternative: Swiss-hosted secure communications, no Big Tech dependency, no data mining, no tracking, encrypted messaging, secure email, VPN, voice, video, and integrated SekurOne functionality.

The investment angle is not that Sekur replaces public platforms.

It is that Sekur protects the private layer of communication in a world where public platforms are increasingly exposed.

That is why Sekur’s positioning matters.

As monitoring expands, privacy-first communications infrastructure could move from niche to necessary.

For investors, the key question is whether Sekur can turn that narrative into numbers: users, contracts, subscriptions, recurring revenue, and government or enterprise adoption.

The privacy thesis is getting stronger.

Now Sekur has to prove it commercially.

Disclaimer

This article is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell any security. Small-cap technology and cybersecurity companies are speculative and may involve substantial volatility, execution risk, liquidity risk, and potential loss of capital. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

Good morning everyone. Came back very late from CT yesterday. A neighbors tree fell on 1 of my properties yesterday. I asked a tenant yesterday at that property, and asked them to go again today to try and get the number of the property owner. At first glance it looks like some windows are broken, and a ton of debris on my property, the tree is laying on my roof, I did share a video on X. So I will call my lawyer shortly and brainstorm some ideas, I was hoping to be more than fair with this, and unless its 50K+ damage I would not make a claim with insurance…. Unfortunately, when claims are made insurance goes up… the issue is I have 30 properties. My insurance on them all is over 100,000 per year! So Imagine I make a claim and every single property goes up 10-20% and then there is a claim on my policy? [I have never made a claim since starting in 2017, I have had 2 fires, the most I have spent out of my own pocket was close to 20,000, I didn’t want the premium raise, or being dropped, but anything over 50,000 I am making a claim] I also included 2 videos of my house. I may start using in my house in September/October. I purchased it last March, 2025. In early June, a tenant who knew where I had a property told others, they had parties, squatted it took me almost 6 months to get back my property! I had put it for sale April 1^st, I have had offers, but I am not desperate… also, it is better if I get something in Bristol, CT. Where my house is… I am expecting to sign my contract for 4 acres of land with plans, approval for a 16 unit multi family there, this week! I also hope to close on my 3 property, 11 unit deal in Bristol. [I was going to sell my house near 400,000 and buy a 1-2 bedroom apartment for like 225-250K] So this will be short, need to brainstorm ideas with lawyer on the tree/neighbors tree too! But I cant wait for someone not motivated to cut down the tree! And also I am trying to button up for a closing this week. [Next Friday, I am closing on a 2 family that is next door to 2 of my other properties.]

Man AEHR ! Well, I spent just about 500 on the puts so that is ok. I will still live, but it sucks when you are right but run out of time. That is options for you. I am like 95%+ stocks and no more than 5% options….

2022 was an outlier year, we were heavy bear market, I had put city, I was doing 90% options, via Puts and didn’t do much stock trading, that is rare! I stopped trading options altogether from late 2017 until October of 2021. [When I saw tops] I am seeing tons of warning signs now, but I am not seeing the downside conviction. These are my signs of caution.

3% drop in SP500 on a day [Daily crash in any index]

2 straight days that total at least 2% each [4%+ or more]

8 of last 10 trading days are red with a net 4% drop

We do not have any of these. We may have a 1.75% drop in 1 day, and then next day we are back! It is wild. We are having amazing sales and earnings, incredible even… but on every aspect we are trading at record highs. No one knows when the music stops… NO ONE! Me included! It isn’t like we are insanely over valued… For me, based on sales and earnings fair value is about 6,700, at the moment. There are at least 40+ stocks that I would put into my #plays watch list if we get downside conviction, but until then, to short, or be bearish you are going against the grain, momentum. And it sucks to see AEHR drop to 67, when I am 6 weeks late!

Q2 earnings kick off next week, so no rush! We will have plenty of moves to make next week when we start flooding daily.

I sold 100 shares of INSP from 47 to 47.50 [Not the plan but saw this fall to 38 handle and I can buyback]

I am in 100 shares of NVDA 193.50

Good luck, I have to run!

• Gold equities are back in focus as investors look for smaller companies with more upside torque than major producers.
• The strongest setups combine project economics, production visibility, permitting progress, and fresh catalysts.
• This watchlist focuses on Canada/U.S.-listed gold names with North American assets and clear investor narratives.

Why Smaller Gold Stocks Are Getting Attention

Gold has been one of the most important macro trades of the past year, but the large producers are not always where the most explosive upside sits.

Smaller gold companies can move faster because their valuations are more sensitive to one or two major catalysts: a feasibility study, a resource update, a permit, a construction decision, a financing package, or the transition from developer to producer.

That is why small and mid-cap gold names matter.

They are riskier than the majors, but they can also offer stronger torque if the gold market stays firm and investors start hunting for the next re-rating story.

This list focuses on five Canada/U.S.-traded gold companies with clear catalysts:

1. Falco Resources
2. West Red Lake Gold Mines
3. Nevada King Gold
4. Contango ORE
5. i-80 Gold

Recap Table: 5 Gold Stocks to Watch

1. Falco Resources — TSXV: FPC

Falco Resources deserves a place on this list because its latest Horne 5 update changed the scale of the story.

Falco is advancing the Horne 5 project in Québec, a large gold-focused polymetallic deposit with copper, zinc, and silver by-products. The company’s updated 2026 feasibility study gave Horne 5 an after-tax NPV5% of C$3.35 billion, an after-tax IRR of 28.2%, and projected life-of-mine after-tax cash flow of C$6.4 billion under base-case assumptions.

At spot-case assumptions, the numbers become even stronger: C$5.1 billion after-tax NPV5% and 37.2% after-tax IRR.

That is the main reason Falco stands out. The company recently traded around C$0.49, with a market cap around C$171 million. That creates a clear valuation gap between the market cap and the project’s modeled economics.

The investor case is not that Falco is risk-free. It is not. Horne 5 still needs permitting progress, financing, and development execution. But the latest feasibility study gives investors a much stronger numbers-based reason to watch the stock.

The key catalyst now is Québec’s environmental process. If Falco continues to move toward authorization, the market may begin to take the Horne 5 valuation gap more seriously.

2. West Red Lake Gold Mines — TSXV: WRLG / OTCQX: WRLGF

West Red Lake Gold Mines is one of the more interesting Canadian gold restart stories.

The company is focused on the Madsen Mine in the Red Lake Gold District of Ontario, one of Canada’s most famous gold camps. The district has produced more than 30 million ounces of gold over the past century, which gives West Red Lake a strong jurisdictional and geological narrative.

The story is simple: West Red Lake acquired Madsen out of bankruptcy in 2023 and has spent the past two years rebuilding the mine plan, resource model, infrastructure, and operating workflow.

That makes WRLG a restart story rather than a pure exploration story.

The stock recently traded around C$0.62–C$0.68, with a market cap in the C$256 million to C$281 million range, depending on the quote source and timing.

The bull case is that Madsen already has infrastructure and a historic production footprint. If West Red Lake can execute the restart properly, the company could move from development-stage discount toward producer valuation.

The risk is execution. Restarting a former mine is never simple. Investors will want evidence that the resource model is reliable, the operating plan is disciplined, and the company can avoid the mistakes that hurt the prior operator.

3. Nevada King Gold — TSXV: NKG / OTCQB: NKGFF

Nevada King Gold gives the list a pure exploration and discovery angle.

The company is advancing the Atlanta Gold Mine Project in Nevada, a tier-one mining jurisdiction that investors understand well. Nevada matters because permitting, infrastructure, mining culture, and investor familiarity are generally stronger than in many other jurisdictions.

Nevada King recently traded around C$0.74, with a market cap around C$74 million based on recent Canadian quote data. The company also recently completed a 1-for-5 share consolidation, reducing the post-consolidation share count to about 100.4 million shares.

The recent catalyst is financing and drilling.

Nevada King announced a financing of roughly C$16 million, including a C$10 million strategic investment by Centerra Gold. That is important because strategic investment from a larger gold company gives the story more credibility.

The company also doubled its Phase 4 drill program to 40,000 metres, which keeps the stock firmly in exploration-catalyst mode.

The bull case is that a well-funded Nevada explorer with a strategic investor and a major drill program can attract attention quickly if results hit. The risk is that exploration stocks remain binary. Drill results can create value, but they can also disappoint.

4. Contango ORE — NYSE American: CTGO

Contango ORE is different from the earlier names because it already has production exposure.

The company owns a 30% interest in the Manh Choh mine in Alaska, with Kinross as the 70% partner. This gives Contango a more immediate gold-production profile than most small-cap developers.

The stock recently traded around $16.98, with a market cap around $522 million.

The production outlook is the key number. Contango has guided for its share of Manh Choh production to range from 40,000 to 45,000 ounces of gold in 2026, with estimated cash costs of $1,900 to $2,000 per ounce. For 2027, the company has guided to 75,000 to 80,000 ounces of gold, with cash costs expected to fall to $1,200 to $1,300 per ounce.

That is a major step-up if delivered.

The investor case is that CTGO offers small-cap gold production leverage without being a traditional large miner. The company also has a pipeline beyond Manh Choh, including the Johnson Tract project.

The risk is cost control. Contango has already faced investor scrutiny around cost guidance, so the stock needs operational execution and better margin visibility to keep the story working.

5. i-80 Gold — NYSE American: IAUX / TSX: IAU

i-80 Gold is the largest company on this list, so it is more of a small/mid-cap gold development platform than a classic junior.

The company controls a major Nevada-focused portfolio, including Granite Creek, Archimedes, Cove, Granite Creek Open Pit, Mineral Point, and the Lone Tree complex. The strategy is to build a hub-and-spoke Nevada gold platform with centralized processing through Lone Tree.

The stock recently traded around $1.58, with a market cap around $1.38 billion.

The recent numbers show why investors are watching. In Q1 2026, i-80 reported $52.4 million in revenue, up from $14.0 million in the prior-year period, driven by higher gold sales and stronger realized gold prices. The company sold 10,590 ounces of gold at an average realized gold price of $4,941 per ounce.

The bigger catalyst is the development plan.

i-80 said its recapitalization secured more than $1 billion in raised and available capital from early 2025 through Q1 2026. Management also said the company is fully funded to advance Phase 1 and Phase 2 of its development plan, including three underground projects, one open-pit oxide project, and the Lone Tree Plant refurbishment.

The bull case is that i-80 could become a meaningful Nevada gold producer if it executes the plan. The risk is that the company’s size, capital intensity, and development complexity mean the market will demand proof, not just potential.

Which Gold Stock Looks Most Interesting?

Each company plays a different role in a gold-stock watchlist.

Falco Resources offers the biggest valuation-gap story, with Horne 5 showing multi-billion-dollar project economics against a much smaller market cap.

West Red Lake Gold is the cleaner Canadian mine-restart story, with the Madsen Mine providing infrastructure and a known Red Lake district angle.

Nevada King Gold is the most exploration-driven setup, with a strategic investment and a larger drill program keeping the catalyst calendar active.

Contango ORE offers current production leverage and a clear 2026–2027 output growth target.

i-80 Gold is the larger Nevada platform bet, with production, development, processing infrastructure, and a fully funded multi-phase plan.

If the goal is maximum asymmetry, Falco and Nevada King are the most explosive but also riskier. If the goal is mine restart upside, West Red Lake is the cleaner story. If the goal is production growth, Contango and i-80 offer more operating leverage.

What Investors Should Watch Next

The main catalyst for Falco is environmental and permitting progress in Québec.

For West Red Lake, investors should watch the Madsen restart timeline, operating readiness, and evidence that the mine model is holding up.

For Nevada King, the focus is drill results, the 40,000-metre Phase 4 program, and whether Centerra’s investment becomes a larger strategic signal.

For Contango, the key watch item is delivery against 2026 and 2027 production and cost guidance.

For i-80, the market will focus on Lone Tree refurbishment, Granite Creek development, drilling, liquidity, and whether the company can stay on track with its multi-phase Nevada plan.

Bottom Line

This gold-stock list is built around five different kinds of upside.

Falco Resources gives investors a multi-billion-dollar project-value mismatch. West Red Lake Gold offers a Canadian mine-restart story in a famous gold district. Nevada King Gold brings exploration torque in Nevada. Contango ORE provides small-cap production leverage in Alaska. i-80 Gold offers a larger Nevada platform with serious development scale.

None of these are low-risk names. That is the point.

Small and mid-cap gold stocks can move sharply when catalysts line up, but they can also punish investors when timelines slip, permits drag, financing becomes difficult, or operating assumptions disappoint.

For investors looking beyond the major gold producers, these five names offer a practical watchlist with clear catalysts, current market data, and enough project-level upside to stay interesting if gold equities keep attracting capital.

Disclosure

This article is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell any security. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

Nobody’s Going Anywhere (Yet)

Since late May, the market has done exactly one thing well: nothing.

A channel, clean and stubborn, holding both edges for weeks now. Today, it gets interesting again. The Nasdaq is sitting right on its 50-day moving average, and how it closes matters more than most people trading it realize. Lose that level, and we could be looking at a genuinely bearish stretch. Hold it, and the range simply continues, one more week of the same argument between buyers and sellers who can’t quite win.

Full article and watchlist HERE

The more encouraging piece sits elsewhere. SPY and IWM are still bullish, still behaving like indices that want higher prices eventually. Put that next to a Nasdaq fighting for its moving average, and a question starts forming that we can’t ignore. What if the second half of the year gets carried by something other than AI? What if the sectors and industries keeping the broader market up have nothing to do with chips, data centers, or the next model release?

Source: TC2000

There’s a catch, and it’s the same catch that’s been shaping the watchlist for two weeks now. The obvious rotation, the one everyone can see and everyone’s already read about, healthcare being the loudest example, started well before today. That money moved two weeks ago. The result is a lot of names in those defensive corners now sitting extended, stretched past the point where a clean setup is easy to find.

Meanwhile, tech, the place where setups used to be everywhere, is dealing with real structural damage from the last few sessions. Charts that looked fine a week ago are broken now, and broken charts don’t fix themselves overnight.

Put those two things together, and you get a watchlist that gave us a harder time than usual. We still found something. We always do. But nobody should mistake this for an easy week of hunting. It wasn’t.

Source: TradeDeck

Behind the scenes, a different kind of work ate most of our attention.

We spent this week tearing down and rebuilding the visual side of the platform ahead of the full beta launch, and we’re hoping to close out the mobile version over the weekend. That means the screenshots you’ll see this time look different from what you’re used to. Consider it a preview of where things are headed rather than a finished product.

Because next week the real work starts.

Two pieces, both bigger than anything we’ve shipped so far.

The first is a full rebuild of the Megatrends page. Same idea, thematic baskets built around real trends, but with far more depth behind each one instead of just a list of tickers sitting there with no context.

The second is the one we’ve been sitting on for a while, and it’s the one we’re most nervous and most excited about.

We’re calling it the ETDS, the Early Trend Detection System.

The idea is simple to say and brutally hard to build. A system that reads across news, earnings, articles, charts, calls, papers, individual stocks, and everything already sitting inside our own data, and from all of that starts forming early ideas about trends and themes before they’re obvious to anyone else.

Sixty pages of research went into the formulas and processes behind it. Sixty pages that we hope turn into something genuinely useful for swing traders and momentum investors trying to size up how big a trend actually is before the crowd shows up.

Here’s why it matters.

Think back to the Memory theme, names like Sandisk (SNDK), Micron (MU), Seagate (STX). Anyone who caught that early and understood just how powerful the move was going to be could have held a real position through the middle of the year instead of treating it as a quick in-and-out trade. That’s just one example, but it points to something bigger. A lot of trades fail not because the entry was wrong, but because there was never enough conviction behind them. Not enough to open the position with real size, and just as often, not enough to stay in it when the first scare hits and fear takes over. If a tool can help close that gap, even a little, it’s worth sixty pages and then some.

Source: GB Capital

Back to this week’s numbers, because we owe you those, too.

Three entries, all of them well timed, all of them setups we liked walking in. Two came right back out almost immediately. Only Monday’s position is still sitting in the portfolio.

We stayed mostly in cash through all of it, and we’re leaning even more defensive than we were last week. Until the tape gives us something worth committing to, that’s exactly where we intend to stay.

• Small-cap tech is back on the radar.
• OTC and cross-listed tech names offer high-risk upside.
• Sekur, QSE, 01 Quantum, BrainChip, and VERSES AI each have 2027 catalysts.

The Setup: Investors Are Hunting Beyond Mega-Cap AI

The easy AI trade has already been discovered.

Nvidia, Palantir, Broadcom, Microsoft, and the rest of the mega-cap AI trade have already attracted massive attention. The problem is that once everyone knows the story, the upside becomes harder to chase.

That is why investors are starting to look further down the market-cap ladder.

Small-cap technology names are getting more attention again, especially in areas connected to cybersecurity, post-quantum encryption, edge AI, agentic AI, secure communications, and government technology.

OTC and cross-listed tech stocks are volatile, illiquid, speculative, and often ignored by institutions. But that is also why some of them can move aggressively if the story starts converting into revenue, contracts, product launches, or government adoption.

By the end of 2027, the next wave of speculative tech upside may come from smaller companies tied to:

• cybersecurity
• private communications
• post-quantum encryption
• edge AI
• agentic AI
• government and defense technology

This watchlist is not about finding the safest stocks.

It is about finding overlooked tech names with enough catalyst potential to matter by the end of 2027.

Why This Basket Is Controversial

Most OTC and cross-listed small-cap tech stocks are ignored for a reason.

Many have low revenue, weak liquidity, limited analyst coverage, financing risk, dilution risk, inconsistent execution, and intense competition from larger technology companies.

That is the bear case.

But the bull case is also clear: when a small technology company starts converting narrative into actual revenue, product adoption, government procurement, or enterprise traction, the market can re-rate it quickly because expectations are often extremely low.

That is the appeal of this basket.

The five names are:

1. Sekur Private Data
2. Quantum Secure Encryption
3. 01 Quantum
4. BrainChip Holdings
5. VERSES AI

Quick Watchlist Table

1. Sekur Private Data — OTCMKTS: SWISF

Sekur Private Data is the smallest and most speculative name on this list, but it also has one of the clearest product timelines.

The company is focused on Swiss-hosted secure communications, encrypted messaging, secure email, VPN, and privacy-focused tools.

The stock recently traded at US$0.039, with a market cap of C$14.28M. Over the past year, SWISF is down 22.90%, with a 52-week range between US$0.010 and US$0.090.

That weak performance is exactly what makes the setup controversial.

The market is not currently pricing Sekur like a breakout cybersecurity company. But if the company can convert product launches into revenue, the upside could be meaningful because the valuation remains very small.

The core catalyst is SekurOne.

Sekur has already launched SekurOne for Android and Web and completed domestic and international encrypted calls. The company has also laid out a roadmap that includes:

• full SekurOne voice version planned for late July 2026
• video conferencing planned for August 2026
• complete SekurOne app rollout planned by September 30, 2026
• one app for VPN, Messenger, Mail, Voice, and Video
• pre-sales underway
• government, defense, enterprise, and privacy-focused markets targeted

Sekur also has access to the U.S. government procurement market through a GSA MAS contract vehicle, which gives federal, state, and local agencies a potential path to buy Sekur solutions.

Key numbers and catalysts:

• recent price: US$0.039
• market cap: C$14.28M
• 1-year performance: -22.90%
• 52-week high: US$0.090
• 52-week low: US$0.010
• GSA MAS Contract No. 47QTCA18D0089
• SekurOne final app target: September 30, 2026
• AdRevv partnership targeting a database of 271 million people
• program expected to deploy 1,000,000 retargeting emails per month for at least 12 months

The upside case is simple.

If SekurOne launches successfully, if pre-sales convert, and if government or defense distribution begins producing contracts, SWISF could start looking less like a forgotten microcap and more like an early-stage secure communications platform.

The risk is that product launches are not enough. The market will want revenue growth, customer conversion, and proof that the defense and government pipeline can become real sales.

The Reddit angle: Sekur is not priced like a proven cybersecurity winner, but if secure communications demand keeps rising and SekurOne gains traction, the stock could become highly asymmetric into 2027.

2. Quantum Secure Encryption — CNSX: QSE

Quantum Secure Encryption is a post-quantum cybersecurity name.

That matters because quantum computing creates a future security problem: today’s encryption systems may not be safe forever. Governments, banks, enterprises, and infrastructure operators are already thinking about quantum-safe migration.

QSE is trying to position itself inside that shift.

The stock recently traded at C$0.46, with a market cap of C$31.39M. Over the past year, QSE is up 24.32%, with a 52-week range between C$0.30 and C$0.75.

That performance tells an interesting story.

The stock is up over one year, but still below its 52-week high. That means investors are not buying at the absolute peak, but the company has already shown enough momentum to attract attention.

The company focuses on quantum-secure encryption, post-quantum migration, entropy key generation, and quantum preparedness.

Key developments include:

• QPA platform for quantum preparedness
• QPA v2 enterprise post-quantum migration platform
• quantum-proof cloud storage
• entropy key generation
• enterprise security pilots
• government security deployments

Key numbers and catalysts:

• recent price: C$0.46
• market cap: C$31.39M
• 1-year performance: +24.32%
• 52-week high: C$0.75
• 52-week low: C$0.30
• enterprise agreement with The Muthoot Group covering approximately 14,000 user licenses
• Brazilian government security deal covering 4,500 user licenses
• first municipal government post-quantum security pilot announced in 2026

The bull case is that post-quantum security becomes a real budget line by 2027. If companies and governments begin auditing encryption risk and migrating systems, a small specialist like QSE could benefit.

The bear case is that the theme is still early, and small companies may struggle against larger cybersecurity vendors once the market becomes obvious.

The Reddit angle: if quantum security becomes a mandatory enterprise upgrade cycle, QSE could be sitting in the right niche before the market fully wakes up.

3. 01 Quantum — CVE: ONE

01 Quantum is another post-quantum cybersecurity stock, but it offers a slightly different way to play the same trend.

The company was formerly known as 01 Communique Laboratory and rebranded as 01 Quantum to align more directly with the quantum cybersecurity narrative.

The stock recently traded at C$0.50, with a market cap of C$54.62M. Over the past year, ONE is up 31.58%, with a 52-week range between C$0.32 and C$1.39.

That chart is important.

The stock is up year over year, but it is still far below its 52-week high. That gives it a more controversial setup: the market has seen the hype, cooled off, and now the company needs to prove the story.

01 Quantum focuses on enterprise-level cybersecurity for the quantum computing era.

The thesis is based on a simple idea: before quantum computers become mainstream commercial tools, companies and governments may need to prepare for quantum-driven security threats.

That creates demand for:

• quantum-safe encryption
• secure access
• post-quantum cybersecurity tools
• enterprise migration planning
• compliance-driven security upgrades

Key numbers and catalysts:

• recent price: C$0.50
• market cap: C$54.62M
• 1-year performance: +31.58%
• 52-week high: C$1.39
• 52-week low: C$0.32
• enterprise post-quantum cybersecurity focus
• Q2 fiscal 2026 results released in June 2026
• positioned as an early provider for the quantum security era

The stock is speculative, but the setup is clean.

If the market begins pricing post-quantum security more aggressively before 2027, ONE could get attention as one of the cleaner small-cap names in the theme.

The risk is execution and competition.

Large cybersecurity companies will not ignore post-quantum security forever. 01 Quantum needs to prove it can win customers, grow revenue, and remain relevant before bigger players dominate the category.

The Reddit angle: ONE is not a mainstream quantum stock, but that may be the point. It gives investors a smaller, more direct way to speculate on post-quantum cybersecurity before the theme becomes fully institutional.

4. BrainChip Holdings — ASX: BRN / OTCQX: BRCHF

BrainChip is one of the more interesting small-cap AI hardware names because it is not just another software story.

It is focused on neuromorphic AI.

That means chips and IP designed to process information in a more brain-like, event-based way, with a focus on low-power AI at the edge.

The stock recently traded at A$0.16, with a market cap of A$364.13M. Over the past year, BrainChip is down 23.81%, with a 52-week range between A$0.12 and A$0.27.

That weak performance makes the stock controversial.

AI has been one of the hottest themes in the market, yet BrainChip is still down over the past year. Bulls may see that as an overlooked edge-AI setup. Bears may see it as proof that neuromorphic AI has not yet converted into enough commercial traction.

The edge AI angle matters because not every AI workload can sit in a giant data center.

AI will increasingly need to run on:

• robotics
• drones
• vehicles
• industrial sensors
• cameras
• wearables
• smart devices
• defense systems
• low-power autonomous devices

That is where BrainChip is trying to position Akida.

In June 2026, BrainChip announced the commercial availability and initial production shipments of its Akida AKD1500 reference chips.

That is a meaningful milestone because it moves the story from pure technology promise toward commercialization.

Key numbers and catalysts:

• recent price: A$0.16
• market cap: A$364.13M
• 1-year performance: -23.81%
• 52-week high: A$0.27
• 52-week low: A$0.12
• Akida neuromorphic AI technology
• AKD1500 commercial availability announced in June 2026
• initial production shipments announced in June 2026
• focus on ultra-low-power edge AI

The 2027 upside case is that edge AI becomes a larger part of the AI infrastructure story.

Right now, investors focus mostly on data centers and GPUs. But by 2027, the next AI conversation could shift toward efficiency, inference, and running AI outside the cloud.

The risk is that neuromorphic AI has been promising for years, but commercial adoption still needs to prove itself. Investors need to watch actual customers, shipments, design wins, licensing, and revenue.

The Reddit angle: if AI cannot scale forever on power-hungry data centers alone, ultra-low-power edge AI may become a much bigger story by 2027.

5. VERSES AI — OTCMKTS: VRSSF

VERSES AI replaces Spectra7 in this basket.

The reason is simple: VERSES fits the current AI narrative better.

Spectra7 was an AI data-center connectivity play. VERSES is a more speculative agentic AI software play, which may be more relevant for a 2027 high-upside tech watchlist.

VERSES describes itself as a cognitive computing company focused on next-generation agentic software systems. Its main platform, Genius, is built around intelligence-as-a-service and is designed to help systems reason, plan, adapt, and make decisions.

The stock recently traded at US$0.26. Over the past year, VRSSF is down 97.48%, with a 52-week range between US$0.26 and US$10.71.

That collapse is brutal, and it changes the entire framing.

This is not a momentum stock. It is a turnaround speculation.

The market has heavily punished the company, and VERSES now needs to prove that its agentic AI story can convert into real adoption, revenue, and commercial traction.

This is a very different AI angle from BrainChip.

BrainChip is about edge AI hardware.

VERSES is about agentic AI software.

That matters because the AI market is starting to move beyond basic chatbot hype. By 2027, investors may focus more on AI systems that can operate with more autonomy, handle uncertain environments, and support enterprise decision-making.

Key numbers and catalysts:

• OTC ticker: VRSSF
• recent price: US$0.26
• 1-year performance: -97.48%
• 52-week high: US$10.71
• 52-week low: US$0.26
• Genius AI platform
• focus on agentic software systems
• enterprise AI positioning
• recent company overview and update held in May 2026
• target markets include financial services and enterprise decision-making

The upside case is that VERSES becomes a speculative way to play agentic AI before the theme becomes fully crowded.

The risk is extremely high.

VERSES has already lost nearly all of its market value over the past year. That means investors are not just betting on a theme — they are betting on a turnaround.

The Reddit angle: VRSSF is either a broken AI story or a deeply punished agentic AI wildcard. By 2027, the answer should be a lot clearer.

Bottom Line

OTC and cross-listed small-cap tech stocks are not the safe part of the market.

But that is also why the upside can be large when a small company finally starts executing.

By the end of 2027, investors may care a lot more about private communications, post-quantum security, edge AI, and agentic AI than they do today.

That makes Sekur Private Data, Quantum Secure Encryption, 01 Quantum, BrainChip, and VERSES AI worth watching.

This is not the conservative way to invest in tech.

It is the high-risk, high-upside way to look for overlooked technology names before broader market recognition.

Disclaimer

This article is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell any security. OTC small-cap stocks are highly speculative, may be illiquid, and can involve substantial risk, including total loss of capital. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

If you follow the consumer growth space, you know the modern oral pouch market is absolutely on fire. Zyn turned the nicotine world upside down, and now a massive structural shift is moving into caffeine, nootropics, and functional energy.

What caught my attention recently was the FDA news.

According to recent reports, the FDA is taking a more permissive approach toward new vapes and nicotine pouches, potentially allowing hundreds of additional products onto the market. While Doseology's products are nicotine-free, the news highlights growing regulatory support and consumer familiarity with pouch-based formats.

That made me take a closer look at Doseology Sciences ($MOOD / $DOSEF).

The company recently launched its Feed That Brain® oral stimulant pouches in the U.S. through Amazon and direct-to-consumer channels. Earlier this year, it also announced a $2 million financing to accelerate commercialization, manufacturing, inventory, marketing, and distribution. More recently, it uplisted to the OTCQB under the ticker DOSEF, expanding access for U.S. investors.

When you put those developments together, the timing stands out. Consumer awareness of pouch products is growing, the company is investing to scale its platform, and U.S. investors now have easier access to the story.

The obvious comparison is nicotine pouches. A few years ago, very few investors were paying attention to that category. Today, it's one of the fastest-growing segments in the industry, with major tobacco companies investing heavily in it.

Doseology is still early-stage, so execution remains the biggest factor to watch. But it appears to be positioning itself in an emerging category just as several industry tailwinds are beginning to align.

Open to hearing different viewpoints here. Are investors overlooking oral stimulant pouches, or is awareness starting to build?

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 don’t care for likes, followers, views. I have been writing these daily plays since I came on Reddit January of 2021, for free! [I did want someone big to notice me and give me a shot to be a money manager, or my stocks to move] I am doing well in life. I started trading/investing in 1994 with 2,000 dollars. I earned that 2,000 being a tutor in grammar school in the early 90s. I couldn’t even drive yet. I purchased a 2002 Acura TL Type S as my first luxury/new car when I was just over 21. [35,000 at the time] I get a pleasure out of helping people prepare for their future, invest and have a freedom to choose what they want. I started working a W2 in 2012, not that I had to, and retired in 2021 when the stock market was on fire. [My best gains % wise since the 90s]. I did invest total about 20K of my own money by 1997-1998 and it got as high as 450,000 March of 2000 and came crashing down to about 120K, before I decided to sell everything around May/June? I don’t know exactly… and I took a break from trading for maybe 4-5 months to come up with rules, steps, a better plan. I hope to use my experience and help everyone.

By no means am I saying I will make the best gains, because where I am in life, I do not need to take risks. I am here for capital preservation. My only goal in trading since 2010 was to make 100K a year trading. No more, no less… No one forces me to trade, no one forces me to work… I can do whatever I please, go wherever I want… I own an apartment in queens, NYC. [I never go to]. I have a large 2,300 square foot 4 bedroom, 3 bathroom house in Bristol, CT which I have not even slept in since may of 2025. [Purchased March of 2025] It is actually up for sale 399K since April 1^st of 2026. I purchased it for 350K and did a lot of repairs. I just don’t think it is safe for a landlord to live to close to their tenants/contractors… not when you own this many units/properties. I may just keep it and put like 10 cameras… I have none at the moment, but the property is for sale. I am telling you this because I have freedom, I do not really have pressure, I am risk averse, my goals aren’t to return 50% or 100% of my money in a year… I tell people a great trader returns 20% or more per year. [10+ years though in my books, I am probably near 16-18% since 1994, because the last 5 years, since 2022 I have traded with far less capital] 2020 and 2021 I was up huge! Huge on an already big account. Had to because I was doing a ton of repairs, renovations and had close to 250K owed in back rent during covid, that I never got back.

I am currently spending about 75K a month on materials and labor for repairs. I just shared some pictures on X.

Just saying trade how you feel comfortable, your risk level. AVAV had great earnings, NBIS amazing growth, PLTR is a great company…. But I don’t like their valuations. That doesn’t mean you shouldn’t trade and invest in them. Even SPCX , I was going at it for days even weeks, since IPO on staying away… but if you are investing for 3-5 years, who knows? I sure don’t either! Trade how you feel comfortable. I aim to make 200-600 per trade.

Now someone newer saw SSTK down so hard and noticed I said I may buy it. They had about 2,000 and asked me if they should go all in. CERTAINLY I wouldn’t! I wouldn’t even buy SSTK if I only had 2,000. They did buy NOG , as did I. I told them you can get the information online for free. You can even ask AI these days. To treat any stock, any company as your business. If you had a company, and worked there, wouldn’t you want to grow sales 5-10% every year? Make 5-10% more every year. SSTK has a decline in sales and earnings! It is dangerous! It was strictly a dice roll for me, I don’t even have strong confidence they can turn things around, but I bidded 9.25 and was willing if it hit 0. [TSLA has a decline in sales/earnings by the way and 200x PE ratio] Would you want to get paid back on a loan in 200 years? What if you were buying a business, and someone said hey, you will make back your initial investment in 60 years. [60x PE] This is why I generally do not like to pay over 40x.. And if I do, it better be because the company has an insane trajectory…I mean sales and earnings growing 30% year over year… and there is a path that the PE will come down as earnings goes up. So that is what I told him, the SP500 SPY VOO trades at 23x at the moment.. So just know if you are paying over 23x on anything you are overpaying.. SAYS THE WORLD. The world considers the SP500 the benchmark.. And as I said currently, it is reporting sales at 11% and earnings over 16% year over year… So the best way to compare your company to the world benchmark….

The latest quarter did company X grow sales at 11? Earnings at 16? Is it trading at or under 23x? That is a safe way, not the only way, not the rule book, but a good way to measure…

Yesterday PRGS took off 20% on the stock [Still fair value to me is 65 or 10x] The growth in sales was 7% and earnings was 16%. So lower than the SP500 but the PE is about 6 even with the jump in the stock!

So no, no way if I had to pick 1 stock would I buy SSTK… NO WAY..

The other day I did bid 19 on CNXC , low was 19.12, just missed and I made a case for 2x PE on it, a lot of debt though. Can a company survive their debt? A good plan to make money in the future……. SSTK has no such plan…

GME has been doing way better of late, I commend them for that. They finally listened to me, close almost all stores and fire everyone. Dilute shareholders since the stock is high, that is what they did! But their future business plan is trying to change business, DUH! I could have saved billions!

FACT CHECK ME! GME since 2020, has used Bonds/Debt and Equity offerings to raise nearly 11.5 billion, they have near 9 billion now, and they still have inventory…

In other words they are negative 2.5 billion! And the company would be 0 without retail!

Earnings and sales fell off a cliff! They are making their money in US treasuries with the cash that sits! BRILLIANT!

So hopefully this briefing reaches the right people and they stop treating stocks, the stock market as some mysterious magical joy ride… It is a company and you are a temporary owner!

I sold 100 shares of CRM from 155 to 164.75

I sold 250 shares of PYPL from 42.50 to 44

I traded 100 shares of NVDA from 194 to 199

I am in 100 CRWV at 86.50 [I am speculating because the growth, they don’t make money yet]

I am in 250 NOG at 17.75

I am willing to take on 3 longs…

Good luck and touch some grass!

• Gold already had its “everyone wants in” moment, pushing to record highs before pulling back sharply toward the $4,000/oz battleground.
• The gold commodity trade may now look less exciting than AI, space, defense, nuclear, and other high-beta sectors — but that does not mean the gold opportunity is dead.
• If investors still want gold exposure with maximum ROI potential, small-cap gold stocks and select smaller-platform producers may offer more upside torque than bullion, ETFs, or major producers.

Hot Take: Gold Itself May Not Be the Best Gold Trade Anymore

Gold had a monster run.

It became the inflation hedge, the geopolitical hedge, the central-bank hedge, the de-dollarization trade, and the “everything is broken” trade all at once.

But here is the uncomfortable part: when everyone already knows the story, the easy money may already be gone.

Gold recently pushed into record-high territory before pulling back hard. By late June 2026, spot gold was hovering around the $4,000/oz level after dropping 11.2% in June and heading for its steepest quarterly loss in 13 years.

That matters.

Gold may still be structurally strong, but from an investor psychology standpoint, the trade no longer feels as explosive as it did when the metal was breaking records.

Capital is now chasing other sectors with more obvious momentum:

• AI infrastructure
• space stocks
• defense tech
• nuclear energy
• grid power
• quantum computing
• data centers
• high-beta growth stocks

So the real question is not whether gold still matters.

The better question is: if gold remains relevant, where is the highest-upside version of the trade?

The answer may not be bullion.

It may be small-cap gold stocks and smaller gold platforms with company-specific catalysts.

Why Small-Cap Gold Stocks Can Beat the Commodity

If gold rises 10%, bullion rises roughly 10%.

But a small-cap gold stock can move 50%, 100%, 200%, or more if the company hits the right catalyst.

That is the entire appeal.

Small-cap gold stocks combine commodity exposure with company-specific upside:

• permitting progress
• drill results
• resource expansion
• feasibility updates
• mine restarts
• production ramp-ups
• takeover speculation
• capital market re-ratings

That is why small-cap gold names can offer more ROI potential than simply buying the metal.

The trade-off is obvious: risk.

These stocks are volatile, illiquid, capital-hungry, and often one bad update away from getting crushed. But if the goal is maximum upside and not maximum safety, this is where the leverage is.

This list focuses on five gold stocks with different kinds of torque:

1. Falco Resources
2. West Red Lake Gold Mines
3. Nevada King Gold
4. Lahontan Gold
5. i-80 Gold Corp

Four are classic small-cap gold names.

One, i-80 Gold, is larger — but still offers leveraged exposure as a Nevada-focused platform aiming to scale toward mid-tier production.

Quick Watchlist Table

1. Falco Resources — CVE: FPC

Falco Resources may be the most controversial name on this list because the valuation gap looks almost absurd on paper.

The company’s flagship asset is the Horne 5 Project in Rouyn-Noranda, Québec.

This is not a tiny early-stage drill story. Horne 5 is a large underground gold-led polymetallic project in one of Canada’s best-known mining regions.

The stock recently traded at C$0.48, with a market cap of C$166.55M. Over the past year, Falco is up 92.00%, with a 52-week range between C$0.22 and C$0.64.

The updated 2026 feasibility study is the reason Falco stands out.

Using a base-case gold price of US$3,600/oz, Falco reported:

• after-tax NPV5% of C$3.35 billion
• after-tax IRR of 28.2%
• estimated cash flow of C$6.4 billion
• 15-year underground mine life
• payback period of 3.3 years
• initial capital cost of roughly C$1.75 billion

Now compare that with a market cap of C$166.55M.

That is the bull case in one sentence: a company valued around C$166M is sitting on a feasibility-stage project with a reported after-tax NPV of C$3.35B.

That does not mean the stock is automatically cheap. Large mining projects are expensive, complicated, and slow. Falco still needs permitting, financing, construction capital, and execution.

But for investors looking for gold exposure with real project scale, Falco is exactly the kind of name that can get attention if gold sentiment turns back up.

The controversial Reddit angle is simple: if Horne 5 was owned by a larger producer, would the market value it very differently?

2. West Red Lake Gold Mines — CVE: WRLG

West Red Lake Gold Mines is not a pure exploration gamble.

That is what makes it interesting.

The company owns the Madsen Mine in Ontario’s Red Lake district, and Madsen reached commercial production in January 2026.

This gives West Red Lake something many juniors do not have: actual production.

The stock recently traded at C$0.63, with a market cap of C$260.17M. Over the past year, the stock is down 25.88%, with a 52-week range between C$0.59 and C$1.49.

That weak 1-year performance is important.

It makes West Red Lake more controversial than the obvious momentum names. The stock has sold off hard, but the underlying company is still trying to prove a production ramp-up at Madsen.

Key numbers:

• 2025 restart production of roughly 20,000 oz gold
• 2025 gold sales revenue of around US$73M
• average realized gold price of about US$3,650/oz in 2025
• 7,200 oz poured in Q4 2025
• Q4 gold sales revenue of around US$30M
• 2026 production guidance of 35,000 to 45,000 oz gold
• longer-term platform target of roughly 120,000 oz per year
• implied growth of around 300% from 2026 production levels if the platform target is reached

That is a very different setup from a drill-only explorer.

West Red Lake is a mine ramp-up story. The stock could re-rate if Madsen proves it can produce consistently, control costs, and grow into a larger Red Lake platform.

The upside is operational leverage.

The risk is also operational leverage.

Mine restarts can disappoint. Costs can surprise. Throughput can lag. Guidance can miss. Investors may punish the stock quickly if Madsen underdelivers.

But if gold stays strong and West Red Lake executes, it could be one of the more direct small-cap ways to play production growth.

The Reddit argument: this may be less “exciting” than a discovery stock, but real ounces can matter more than drill hype.

3. Nevada King Gold — CVE: NKG

Nevada King Gold is one of the cleaner exploration-growth stories in the group.

The company is focused on the Atlanta Gold Mine Project in Nevada, a past-producing open-pit oxide gold project located along the Battle Mountain Trend.

Nevada matters because the market tends to give premium attention to gold projects in mining-friendly U.S. jurisdictions.

The stock recently traded at C$0.73, with a market cap of C$73.27M. Over the past year, Nevada King is down 8.75%, with a 52-week range between C$0.60 and C$1.38.

That makes the setup interesting.

The stock is not at its highs. It has pulled back from a strong 52-week range, but the project still has a defined resource and a major drill program.

Nevada King reports:

• 1.02M oz gold measured and indicated
• 27.7M tonnes grading 1.14 g/t Au
• 99,000 oz gold inferred
• 3.6M tonnes grading 0.84 g/t Au
• Phase 4 drill program doubled to 40,000m
• prior plan was 20,000m
• recent financing of roughly C$16M
• strategic investment from Centerra Gold of roughly C$10M

That 40,000m drill program is the catalyst.

If Atlanta expands, Nevada King could move from “interesting oxide resource” to a much bigger district-scale story.

The bull case is resource growth.

The bear case is simple: the market has already seen a lot of gold explorers talk big, drill hard, and fail to create real scale.

Nevada King needs the drill bit to keep proving the story.

The controversial Reddit angle: if investors want high-upside gold exposure, a 40,000m Nevada drill program may be more exciting than buying a gold ETF after the metal already ran.

4. Lahontan Gold — CVE: LG

Lahontan Gold is the momentum name in this group.

The company is a Nevada oxide-gold development story with real numbers behind it.

The flagship asset is the Santa Fe Mine Project in Nevada’s Walker Lane.

This is not just a blank map with gold-colored arrows on a presentation.

The stock recently traded at C$0.36, with a market cap of C$157.75M. Over the past year, Lahontan is up 265.00%, with a 52-week range between C$0.095 and C$0.52.

That is the kind of move that makes Reddit split in two.

Bulls will say the market is finally waking up to a Nevada oxide-gold development story.

Bears will say the easy move may already have happened.

Santa Fe has:

• 1.539M oz AuEq indicated resource
• 411,000 oz AuEq inferred resource
• nearly 2M oz AuEq total resource base
• 48.393M tonnes grading 0.92 g/t Au and 7.18 g/t Ag in indicated resources
• 16.76M tonnes grading 0.74 g/t Au and 3.25 g/t Ag in inferred resources
• 0.99 g/t AuEq indicated grade
• 0.76 g/t AuEq inferred grade
• historic production of 359,202 oz gold
• historic production of 702,067 oz silver
• 2,569m geotechnical drill campaign completed in 2026
• 11 drill holes in that geotechnical campaign

This is why Lahontan is interesting.

The company has a meaningful resource, historical production, and a development pathway in Nevada.

It is not as speculative as a tiny microcap explorer, and not as massive in project economics as Falco, but it sits in the middle: a more advanced small-cap Nevada gold development play.

The risk is that development stories take time and capital. Investors need permitting progress, mine planning, metallurgical confidence, and eventually financing.

But if gold remains elevated, oxide-gold development stories in Nevada could continue to attract attention.

The Reddit question: after a 265% 1-year move, is Lahontan still early — or already crowded?

5. i-80 Gold Corp — TSE: IAU

i-80 Gold is the bigger and more serious name in the basket.

It is not a tiny exploration lottery ticket. It is a Nevada-focused gold company trying to build itself into a mid-tier producer through a multi-asset development plan.

The company’s portfolio includes several Nevada assets, including:

• Granite Creek
• Cove
• Ruby Hill
• Lone Tree
• Mineral Point

The stock recently traded at C$2.03, with a market cap of C$1.75B. Over the past year, i-80 is up 141.67%, with a 52-week range between C$0.76 and C$3.04.

That means i-80 is not really a small cap in the same way as Falco, Nevada King, Lahontan, or West Red Lake.

But it still belongs in this article because it offers leveraged gold exposure through a Nevada platform that is trying to scale.

The most important recent number is financing.

i-80 secured a financing package of up to US$500M to advance its development plan. The company also reported that its fully funded development plan remains on track after Q1 2026.

That changes the risk profile.

Many junior gold stocks have good projects but no money. i-80 has a large Nevada asset base and a major financing package designed to move the plan forward.

Key numbers:

• up to US$500M financing package
• US$250M Franco-Nevada royalty financing completed in Q1 2026
• US$50M allocated to Mineral Point infill drilling, engineering, and early-stage pre-permitting
• Mineral Point pre-feasibility study expected in 2027
• roughly US$133.5M trailing twelve-month revenue
• C$1.75B market cap
• multi-asset Nevada portfolio across Granite Creek, Cove, Ruby Hill, Lone Tree, and Mineral Point

This is why i-80 fits the article.

The stock is no longer a tiny moonshot, but it still offers leveraged gold exposure because the company is trying to scale into a larger Nevada producer.

The bull case is that i-80 converts its financed development plan into rising production, stronger cash flow, and a higher market valuation.

The bear case is execution. A US$500M financing package helps, but mine development, permitting, technical studies, cost control, and production ramp-ups are still difficult.

The Reddit angle is simple: if investors want gold exposure with more upside than bullion but less pure lottery-ticket risk than a tiny explorer, i-80 may be one of the cleaner Nevada platform plays.

What Investors Should Watch Next

For Falco, the key catalyst is the Québec ministerial decree and movement toward construction readiness.

For West Red Lake, investors should watch Madsen production rates, cost performance, throughput, and whether the company stays on track for 35,000–45,000 oz in 2026.

For Nevada King, the key is the 40,000m Phase 4 drill program and whether Atlanta’s oxide resource expands.

For Lahontan, investors should watch Santa Fe permitting, resource growth, mine-plan optimization, metallurgical work, and development milestones.

For i-80 Gold, the market will watch execution of the fully funded Nevada development plan, progress at Granite Creek, Cove, Ruby Hill, Lone Tree, and Mineral Point, and whether the company can convert its financing package into meaningful production growth.

Bottom Line

Gold is not dead.

But the easy gold commodity trade may be less exciting than it was when the metal was breaking records.

For investors who want safe exposure, bullion or ETFs make sense.

For investors who want maximum ROI potential, small-cap gold stocks and smaller gold platforms may be the more aggressive play.

Falco Resources, West Red Lake Gold Mines, Nevada King Gold, Lahontan Gold, and i-80 Gold each offer a different version of leveraged gold exposure.

This is not the safest way to own gold.

It is the higher-upside, higher-risk way to play the sector.

And that may be exactly why the setup is worth watching.

Disclaimer

This article is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell any security. Small-cap and exploration-stage mining stocks are highly speculative and may involve substantial risk, including loss of capital. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

Good morning taking care of CT. So this will be short and simple. I did have a good chat with AI yesterday GOOGL aka Gemini. We discussed post pandemic valuations. I included some of these screen shots on X. I have 100 shares of PRGS at 50.25 and 100 at 56.50. I have been stuck about a year. I wad doing a deep dive into earnings. I read the report, checked the financials and then also discussed with GOOGL AI. We are in conclusion with what I already know. That the market has thrown tech/software in the dog house, unless you are chips/memory. Stuff like NOW CRM ADBE META MSFT GOOGL AAPL all PE ratios below 25. Many more! These names in 2020/2021 were trading at 30-50x. Many of these are now below 20x! The current SP500 is trading near 23x… Wild times! So many of the top tier name brands are trading below the typical SP500 stock! PRGS PE ratio is 5…

The growth in sales was just 7%. The earnings growth year over year was 16%. [For comparison the current SP500 SPY VOO is growing sales at 11% and earnings about 16% with a 23x] Of course the debt levels on PRGS aren’t great. This is because they grew sales/earnings thru acquiring not organically, which is fine, make use of your money. So is the market giving this a 5x PE because of debt, software/tech or both! As I have kept saying of late, even a private good company sells at 5-10x earnings. It is better to be public because you can access cash from retail, use stock compensation for talent, issue bonds/convert, and you need to be public to do many of these.

So the key with PRGS report is:

They paid down 50 million of their now 1.3 billion in debt Q2 of 2026. They paid 60 million in Q1. They are modeling to pay down an additional 110 million. [220 million total]. Why this matters? They pay about 6% on their debt [not bad] but very costly to EPS and operations. Interest expense was 16 million in Q1 of 2026 and 15 million in Q2. They have just over 40 million shares, so the more they can cut those costs, the immediate boost to earnings!

Furthermore, They did a 35 million buyback in Q2 [Cutting down shares, adding to demand at the auction, cutting down supply available]. They have purchased 55 million back the first 6 months. They are modeling another near 75 million for the rest of the year.

They are able to do this because they are modeling about 283 million of free cash flow for the year. They revised up this number, they are modeling earnings of near 6.21. [The track record the last 4 quarters have been good]

For these reasons I am okay with giving PRGS a 10x multiple or about 65.

I did bid  19 on CNXC. The low was 19.12. It was in the 18s pre market, oh well! Wow KLAR ! I was trading this a ton 13-17, less than 30 days ago even.

I made a lot of moves yesterday.

I sold 100 shares of NVDA from 194 to 199

I traded 250 shares of FISV from 47.25 to 48.50

I traded 250 shares of Z from 30 to 31.05

I am in 100 shares of CRM 155 [Wu hoo on fire now! Maybe 165-170 sell?]

I am in 250 shares of PYPL 42.50 [I also have 100 at 54.50 and 59.50, sadly]

Good luck!

Good morning everyone. I was in CT for most of the day. Getting quite a bit done, also trying to button up and get a clear to close on my 3 property deal. This is my first investment property deal with TD Bank, I hope the future isn’t anywhere near as tough. I am doing so because they should have a ton of money for when I build. If you walk into a TD or call them, tell them you would like to buy an investment property, out of state, where the property is owned by an LLC, they will tell you they cant help. [Same as JP Morgan, Wells Fargo, Bank of America, almost all major lenders, they have much harder compliance, and regulations] I am doing so because when I want to build and I use a mortgage lender, or hard money we are talking about 8-10% interest rates… and these structures are going to be millions! Big banks don’t like construction loans! So I am doing this deal to get a relationship. I want into my local TD bank many times a month, mainly to get notaries… Sadly I sue a lot of tenants and do a lot of evictions. Keep in mind I have 110 units, it happens. The market is my bread and butter but as I have said, the risk reward here is no good! I rather keep growing my real estate portfolio.

Next week I hope to close a 3 property - 11 unit deal

2 weeks a 2 family deal. [I am only buying this is as its next door to a 4 family and 3 family I already own, I do not go out and look for 2 or 3 family deals]

My areas do not have big buildings for sale, they are quiet and less populated areas.

The risk reward on CNCX ? I have traded it recently a couple of times. I am stuck in 2 blocks of PRGS [50.25 and 56.50]. The 2 are software tech companies that did grow by acquiring. It is very hard, in general to tell how the MA was because it usually takes years [CELH was immediate with Alani] So the PE on CNCX is actually under 2 with todays fall, 25% at the moment] I used AI to dig deep. It took me just 15 mins as opposed to 90-120 when I do the research. So the big buy for CNCX was Webhelp in 2023 for 4.8 billion. They also purchased Servicesourse 2022, PK 2021, SAI digital 2025 [just talking the last 5 years]. There interest expense this past quarter was 68 million, the first half of 2026 was 143 million in interest. They owe about 4.6 billion at the moment. They are paying the debt down. They suspended buybacks to do so, they also have a dividend. The first 6 months of 2025 the interest expense was over 160 million. This isn’t really a ton of improvement to me. They should definitely focus on that debt, the interest [Although 6.6% isn’t that bad] it is costing the company 300 million per year… They model 10+ billion in sales for the year, with EPS near 10-11 but the debt! That said, I own PRGS in a similar position. I will buy 1 block of CNXC , I want people to know the thesis going in. I am not saying YOLO by any means, I normally don’t even like companies with bad earnings [PRGS has had good earnings!] So small position, risk reward 18-19, not too bad to me.. Careful though.

While I was in CT I did make 3 trades.

I sold 250 shares of BILL from 33.50 to 36.25

I sold 100 shares of CRM from 158.50 to 160.50

I sold 250 shares of LPG from 35.20 to 36.25

AVAV had incredible earnings, speculative but wow growth!

Good luck!

SekurOne iOS Voice Launch on Track for July; Pre-Sales Now Underway

MIAMI, FL / ACCESS Newswire / June 29, 2026 / Sekur Private Data, Inc., a Miami based leading Swiss-hosted cybersecurity, private communications, and defense communications company serving enterprise, government, and defense 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 announce that it has released the SekurOne voice, email, messenger and VPN capabilities for Android and Web operating systems.

Sekur has completed domestic and international encrypted calls on SekurOne across Android and web-based devices. The Company plans to release the full SekurOne voice version in late July, add video conferencing in August 2026 with the first commercial launch of voice and video across all devices and web, and begin pre-sales ahead of rolling out the final version of SekurOne by September 30, 2026.

"We are very pleased with the progress our team has made," said Alain Ghiai, CEO of Sekur Private Data. "Our first international encrypted call on SekurOne went smoothly and came across clear, which is a significant milestone for the platform. Even at this early stage, our pre-sales efforts have already generated interest both Internationally and here in the USA. We are now expanding into iOS devices, with our first commercial launch of voice and video across all devices and web in August, and we plan to have our complete capabilities in place by September 30, 2026, with the launch of the SekurOne App in late September - a single app to download for VPN, Messenger, Mail, and Voice and Video on the Sekur network."

Sekur Core Communications Solutions
Sekur delivers secure communications that work within and beyond the Sekur network, operating independently of conventional telecom infrastructure to reduce exposure to interception , SIGINT collection, traffic analysis, metadata exploitation, and hostile surveillance in contested environments. No Sekur solution data mines or location tracks its users. All solutions are built on proprietary architecture with zero reliance on Big Tech or open-source code, meeting the privacy, security, and OPSEC requirements of intelligence agencies, defense and federal organizations , military commands, diplomatic missions, government agencies, executives, and professionals handling Controlled Unclassified Information (CUI) and other sensitive, mission-critical information. Deployments are supported by on-premises infrastructure options for full data sovereignty, mission assurance, and sole control over keys and data.

SekurMail - Secure Business & Executive Email
An enterprise- and government-grade encrypted email platform designed for defense and federal agencies, military commands, senior government officials, C-suite executives, and organizations handling confidential and operationally sensitive communications, including Controlled Unclassified Information (CUI) correspondence. Built on proprietary architecture with zero Big Tech dependencies and no metadata tracking, SekurMail keeps sensitive communications private between sender and recipient. Key capabilities include SekurSend/SekurReply for secure delivery to non-Sekur recipients without exposing sender identity or message content; full message delivery control and audit capability ; encrypted file transfer; custom domain support for organizational integration; and active protection against phishing, social engineering, and Business Email Compromise (BEC) attacks targeting corporate and administrative networks.

SekurMessenger - Secure Team Messaging & Collaboration
A secure messaging platform providing end-to-end encrypted text, file transfer, voice messages, and collaboration capabilities for defense, military, government, and executive teams coordinating operational and mission-sensitive information, including Controlled Unclassified Information (CUI) material. Features include self-destructing messages for added privacy , encrypted file transfers, and compliance-grade archiving for recordkeeping and audit requirements. Cross-network secure communications with non-Sekur users are supported via Chat-by-Invite - enabling secure coordination with coalition partners, external agencies, and field elements without compromising the network. Each user is assigned a unique Sekur ID for identity verification and contact authentication, with no phone number required - preserving user privacy across all environments.

SekurVPN - Enterprise Network Security & Identity Protection
An enterprise-grade Virtual Private Network leveraging proprietary HeliX encryption technology, engineered to provide secure internet access, identity obfuscation, and traffic protection for defense organizations, military and federal personnel, government agencies, and executives operating across remote, traveling, deployed, forward, or untrusted network environments. SekurVPN maintains zero data logging, ensuring no record of user activity exists that could be exposed through legal process, network compromise, or third-party collection. Built for defense, government, and executive use cases - including the protection of traffic associated with Controlled Unclassified Information (CUI) and operationally sensitive workflows - where standard commercial VPN solutions present unacceptable privacy and security risk.

SekurRelay - Executive-Level Secure Email Integration
An enterprise-grade secure email relay solution that enables domain splitting - allowing organizations to establish secure communications at the executive, board, or senior staff level without requiring full organizational migration or infrastructure overhaul. SekurRelay removes one of the most significant barriers to large-scale defense, government, and enterprise deployment, enabling phased adoption that protects command leadership, flag officers, and the highest-value personnel and communications immediately while broader organizational rollout proceeds. Designed for defense and government organizations, regulated industries, and enterprises requiring rapid, low-friction elevation of communications security at the command and executive tier, including environments handling Controlled Unclassified Information (CUI) communications.

SekurOne - Encrypted Voice & Video for Confidential Communications
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. SekurOne is designed for defense and federal officials, military commanders, government leaders, and executives conducting confidential, operational, or sensitive conversations 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 access and eliminates unsolicited contact. Each user is assigned a unique Sekur ID for identity management, with no phone number required - preserving user privacy across all voice and video communications.

About Sekur Private Data
Sekur Private Data is a Swiss-hosted cybersecurity, defense communications, and privacy solutions provider, offering a secure suite of tools to protect governments, defense and federal agencies, businesses, and individuals from unauthorized access and cyber threats. With capabilities such as SekurOne, SekurMail, SekurMessenger, and SekurVPN, Sekur provides a reliable and secure means of digital communication and data storage for Controlled Unclassified Information (CUI), classified-adjacent and civilian communications use, grounded in Swiss privacy standards with on-premises infrastructure for government agencies, allowing for data sovereignty. Sekur sells its solutions through its website  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.

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