Research Note - Capitan Silver – 1,071 g/t AgEq over 2m; Grades and Widths Improving at Depth
This morning, Capitan Silver $CAPT.V $CAPTF reported assay results from eight holes from its 60,000m 2026 drill program at the Cruz de Plata Project in Durango,…
Research Note - Kenorland Minerals – Drill Results at South Uchi Identify a Large New Target
This morning, Kenorland Minerals Ltd. $KLDC.V $KLDCF , together with Auranova Resources Inc., announced assay results from the Phase 3 2026 diamond drill program…
Micron Stock Is Only Well-Suited for Medium-Term Investors
Flash memory producer Micron (MU) is continuing to benefit tremendously from the AI Revolution, and the valuation of MU stock remains extremely attractive.
But in the short term, the stock’s performance…
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SpaceX IPO Part I: What You Need to Know for the Upcoming Listing
It is the moment millions of market participants have been eagerly anticipating. For years, people have wanted to put their savings into the aerospace venture led by Tesla $TSLA CEO Elon…
SpaceX IPO Part II: After the Euphoria, It’s Time for Cold Economic Reality
The market wasted no time in validating Part I of this analysis. In our previous deep dive, we highlighted the empirical research of Professor Jay Ritter, which proves that unprofitable…
SpaceX IPO – All Systems Go, Ready for Blast Off?
Space Exploration Technologies Corp (aka SpaceX) is expected to go public on June 12, offering a reported 555.6 million shares on the NASDAQ at a price of $135 per share. The IPO will give SpaceX (SPCX)…
ONDS: Next Levels To Watch
I wish I could explain why $ONDS ripped from 8.65 to 12.12 in reaction to Earnings (5/14), and then relinquished nearly all of it, but I will take a pass on that, and, instead, point out that the retracement of the post-Earnings…
The Next Market Crash? Michael Burry Predicts a Repeat of 2000—But the Math Has Changed
Michael Burry recently posted something on his feeds that caught everyone's eye: "I’ve become a meme for the number of times I’ve predicted a crisis. I’m like the boy …
@marios what are your selected stocks?
NVIDIA CEO Destroys the "SaaS is Dead" Narrative: Why the Brain (AI) Still Needs the Chassis (body)
The dramatic sell-off in enterprise software valuations—sparked by the sudden rise of sophisticated autonomous agents and developer tools like Claude Cowork…
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We built a live macro stress dashboard. Here's how it works.
We track three well-documented macroeconomic warning signals—Treasury yield curve inversion, Moody's Baa corporate credit spread elevation, and VIX volatility—and roll them into a single composite…
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Founder at Blank Capital - 15+ years uncovering exceptional small-cap investments through disciplined analysis, clarity of focus, and contrarian conviction.
