Dear Reader,
I reviewed more than 23,000 publicly traded companies.
Only ONE met all of my requirements.
Only ONE.
A company with:
- More than $3 billion in operating income
- Strong revenue growth
- Explosive dividend growth
- An ultra-low valuation
- A major AI partnership
- Significant insider confidence
Wall Street already owns most of the shares.
The company itself is aggressively buying stock.
The public still has no idea.
That's exactly the type of setup that can create extraordinary gains.
The question is:
How much longer will this opportunity stay hidden?
Click here before the crowd discovers it.
Yours in smart speculation,
Karim Rahemtulla, Head Fundamental Tactician
Monument Traders Alliance
P.S. If this company traded at the same valuation as many well-known S&P 500 stocks, the share price would be dramatically higher than it is today. The question is whether Wall Street eventually notices what the numbers already suggest.
Copper Stocks Are Getting a Bigger Spotlight as Gold’s Rally Cracks
Author: Nathan Reiff. Posted: 7/1/2026.
Key Points
- Copper has outperformed gold year to date as AI infrastructure, defense, electrification and data-center demand support the long-term case.
- Hudbay Minerals is expanding its copper footprint through Arizona Sonoran and Copper Mountain while delivering record first-quarter results.
- Teck Resources offers a larger copper-focused opportunity, but its pending merger with Anglo American adds deal-related uncertainty.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
After months of what seemed like an endless rally to new all-time highs, the price of gold has finally cracked in 2026, creating opportunities for less flashy metals like copper to take the lead. Copper futures are up more than 8% year to date (YTD), while gold has fallen 7% over the same period. One reason is that copper demand continues to surge, driven by its importance in AI infrastructure, defense applications, and other sectors.
At the same time, mine supply has struggled to keep pace with demand growth. That has strained global copper availability, a challenge made worse by permitting, processing, and geopolitical factors. As many of the world's largest copper mines become deeper and lower grade, they also become more expensive and energy-intensive to operate. The result is that a handful of dominant copper producers—companies with massive resources and the operational infrastructure to keep expanding—could emerge as essential winners.
A Mid-Tier Copper Producer Expanding Thoughtfully But Steadily
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Click here to hear Jon Najarian's full warning on SPCXWith a market capitalization just over $10 billion, Canadian copper miner HudBay Minerals Inc. (NYSE: HBM) has traditionally been a mid-tier producer. It has a much smaller profile than major global mining firms like Freeport-McMoRan (NYSE: FCX), but its strong presence in Peru and Canada—two important regions for copper production—gives it meaningful growth potential.
The company is also increasingly focused on copper specifically, helping it narrow its operations at a time when many larger firms are moving in the opposite direction. While that could benefit HudBay if copper prices continue to rise, it also leaves the company more exposed to the copper cycle.
HudBay's production expansion is aggressive but disciplined. The firm recently completed an acquisition of Arizona Sonoran Copper Co. and is simultaneously moving forward with an expansion at its Copper Mountain Mine in British Columbia, both of which strengthen and diversify its North American operations. That effort is supported by the company's financial results, including record quarterly revenue of $757 million in Q1 2026, along with adjusted EBITDA of $422 million and $102 million in free cash flow for the period. Revenue rose 27% year over year (YOY), and the company also posted an earnings beat of 6 cents.
As HudBay expands, its diversification helps mitigate operational risk. However, because the company owns fewer mines than some of its larger competitors—and because it is primarily focused on copper rather than multiple metals—it does carry execution and other risks. Still, the stock trades at a comparatively attractive 14x earnings and carries a solid Buy rating (10 Buys, two Strong Buys, and two Holds), along with estimated upside of 19% from Wall Street analysts.
A Pre-Merger Opportunity With Teck
Teck Resources Ltd. (NYSE: TECK) is about three times the size of HudBay in terms of market cap, but the company is also shifting its operations to focus more heavily on copper. Indeed, Teck largely exited its long-time steelmaking coal business in 2024, leaving it to target base metals like copper and zinc. Its larger scale, combined with that more streamlined approach, may give it an advantage in developing its large copper assets.
Teck's size also makes it a strong candidate for a merger, and the company has been pursuing just that. Teck appears to be seeking a merger of equals with fellow copper producer Anglo American PLC (LON: AAL), a 40-billion-pound (approx. $53.2 million) British multinational mining firm.
The resulting "Anglo Teck" would immediately become one of the largest copper mining companies in the world by market value and would bring a widely varied portfolio of copper mines and development projects under a single umbrella. Investors may therefore view a pre-merger investment in TECK as a bet that the company will soon become a major player in the industry, on par with FCX or a comparable name.
Of course, with the merger still in progress, it remains to be seen exactly how things will unfold. For now, investors appear cautiously optimistic about TECK shares.
Although a majority of ratings (14) are Holds, five analysts still call TECK a Buy. Investors bullish on the company's long-term prospects—whether or not the merger is completed—may find Teck an attractive way to capitalize on the surge in copper demand, though the merger introduces unique risks for this stock compared to HBM.
SpaceX Achieves Escape Velocity With Nasdaq Fast-Track
Author: Jeffrey Neal Johnson. Posted: 6/30/2026.
Key Points
- SpaceX's fast-track entry into the Nasdaq-100 on July 7 is expected to trigger approximately $4.3 billion in mandatory passive institutional buying.
- Executive-level negotiations between SpaceX and Charter Communications could allow Starlink Mobile to scale as a wireless provider without building physical infrastructure.
- Despite near-term demand catalysts, SpaceX trades at a price-to-sales ratio of 108, with Morningstar assigning a fair value well below its current $2.1 trillion market cap.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
SpaceX (NASDAQ: SPCX) is set to bypass traditional public market seasoning requirements and enter the Nasdaq-100 index on July 7. This regulatory shift could trigger an estimated $4.3 billion in forced institutional buying just weeks after its initial public offering. Combined with a rumored terrestrial backhaul partnership that would position Starlink Mobile to challenge legacy telecom providers, SpaceX now has a near-term liquidity catalyst that may temporarily outweigh structural valuation headwinds.
Index Gravity Squeeze: Front-Running the $4.3B Fast-Track
Normally, a newly public company waits months or even years to join major market indexes. Nasdaq recently amended its eligibility framework, allowing mega-cap initial public offerings (IPO) to enter the Nasdaq 100 after just 15 trading days. For SpaceX, a $2.10 trillion aerospace sector giant, this fast-track inclusion materially changes the immediate supply-and-demand dynamic.
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Watch Marc Chaikin's free presentation and get his full buy-and-sell list todayWhen a stock enters a major benchmark, passive funds tracking that index have no choice but to buy. These institutional funds do not evaluate price-to-sales ratios or profitability metrics; their sole mandate is to replicate the index weight accurately.
J.P. Morgan modeling indicates that the July 7 reconstitution will require approximately $4.3 billion in mechanical passive inflows from benchmarked funds such as the Invesco QQQ Trust (NASDAQ: QQQ). This incoming capital compounds the estimated $3 billion SpaceX already absorbed from a recent fast-track inclusion into the Russell 1000 index.
This immense institutional buying pressure is meeting a structurally constrained supply of shares. Post-IPO lock-up agreements restrict early investors and executives from immediately liquidating their equity.
Approximately 20% of insider shares will become eligible for sale only after the first public earnings release on Aug. 6. The limited float significantly restricts available liquidity heading into the July index event.
When billions of dollars of indiscriminate capital chase a capped share count, the resulting friction creates a highly predictable pre-inclusion price squeeze. Active managers often front-run these events, accumulating shares beforehand and pushing prices higher as passive index funds scramble to secure their required allocations before the closing bell.
Ground Control to Charter Communications
Beyond the immediate mechanics of index arbitrage, a major shift is unfolding in how broadband and mobile data reach global consumers. Executive-level negotiations are reportedly advancing between SpaceX and Charter Communications Inc. (NASDAQ: CHTR) to route Starlink Mobile traffic through established terrestrial networks.
Understanding the significance of this move requires looking at the massive capital expenditures required by traditional telecommunications companies. Legacy operators spend tens of billions of dollars laying fiber-optic cables and erecting cell towers to maintain their regional monopolies. Starlink Mobile aims to bypass much of this physical infrastructure by beaming connectivity directly from low Earth orbit to consumer devices. Space-to-ground data transmission, however, still requires foundational ground-based routing to handle heavy consumer traffic efficiently and avoid severe latency.
Securing ground-based backhaul through a partner like Charter Communications would allow Starlink to scale quickly as a direct-to-consumer wireless provider. SpaceX could challenge terrestrial network monopolies without bearing the prohibitive costs of building physical infrastructure.
This dual approach of dominating the orbital layer while piggybacking on existing terrestrial fiber could accelerate the timeline for market capture against incumbent wireless carriers like Verizon (NYSE: VZ) and AT&T (NYSE: T). The broader space infrastructure sector could also benefit as satellite broadband capabilities move closer to pricing and speed parity with legacy fiber networks, opening the door to a massive new global subscriber base.
SpaceX Valuation Floats in the Exosphere
Aggressive physical and technological expansion requires enormous capital, and fixed-income markets appear willing to fund it. SpaceX recently settled a five-tranche, $25 billion unsecured senior bond offering, extending debt maturities to 2056.
Institutional order books reportedly peaked near $90 billion, demonstrating strong demand to finance heavy space-based capital expenditures. The proceeds will explicitly retire a $20 billion bridge loan tied to earlier xAI infrastructure acquisitions, eliminating near-term maturity risk and providing a longer operational runway for large-scale satellite deployments.
Still, SpaceX’s current stock price reflects enormous future expectations rather than current operational efficiency. At around $165 per share, the market capitalization stands at a towering $2.1 trillion. With annual sales of $19.3 billion, SpaceX carries a staggering price-to-sales ratio of 108. Investors are effectively paying about $108 for every dollar of revenue SpaceX currently generates. Earnings data from May 7, before the public listing, showed a $1.27-per-share quarterly loss, contributing to an estimated $4.9 billion annual net deficit.
Institutional coverage is increasingly highlighting this disconnect between price action and core business metrics. Analysts at Morningstar explicitly labeled the $2 trillion valuation as stretched, assigning a much lower fair value of $780 billion. Argus Research recently initiated coverage with a cautious Hold rating.
These financial models warn of potential multiple compression once the Aug. 6 lock-up expires and restricted shares reach the open market. Bondholders are also scrutinizing the lack of current profitability, contributing to slight weakness in secondary-market trading as credit spreads widen relative to risk-free Treasuries.
Brace for Re-Entry on August Lock-Up Expiration
The immediate trajectory for SpaceX depends heavily on market mechanics rather than traditional earnings growth or deep value metrics. The $4.3 billion mandatory allocation from index trackers creates an undeniable short-term demand shock. Strategic investors often capitalize on this type of market structure, recognizing that forced institutional buying can create price inefficiencies that operate completely independently of fundamental valuation models.
At the same time, the broader space sector remains attractive as direct-to-device satellite communication transitions from a conceptual technology to a commercially viable reality. Strategic partnerships that provide terrestrial backhaul validate the Starlink business model and open massive new addressable markets that were previously controlled by regional telecom providers.
Investors looking to navigate this environment may want to closely monitor daily trading volume leading up to the July 6 closing bell. The mechanics of index inclusion offer a clear near-term liquidity catalyst for SpaceX, but cautious market participants may prefer to wait for the Aug. 6 lock-up expiration to see how early insiders handle their newly liquid equity before committing long-term capital to the aerospace leader.
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