If you want a WORLD CLASS shopping list, here it is:
STRONG BONES THAT I DONT OWN:
$DSV.to – Discovery Silver Corp
$APM.to – Andean Precious Metals Corp
$ASM.to – Avino Silver & Gold Mines Ltd.
$ABRA.to – AbraSilver Resource Corp
MY FAV'S AT CURRENT STRONG METALS ENVIROMENT:
$TUD.v - TUDOR GOLD
$SSV.v - SOUTHERN SILVER
$AGMR.V - SILVER MOUNTAIN
$CKG.V - CHESAPEAKE GOLD
$ELO.TO - ELORO RESOURCES
$HSLV.TO - HIGHLANDER SILVER
If you want high torque comeback bounces and great #Gold and #Silver leveraged guys for a rising gold and silver market:
$EQTY.v - Equity Metals Corp
$GRSL.v - GR Silver Mining
$KTN.v - Kootenay Silver
$GWM.v - Galway Metals
$AAG.v - Aftermath Silver
$AGX.v - Silver X Mining
$GSVR.v - Guanajuato Silver
$EXN.v - Excellon Resources
$APGO.v - Apollo Silver
$AUMB.v - 1911 Gold
$PGLD.v - P2 Gold
$MGG.v - Minaurum Silver
$OMI.v - Orosur Mining
There is obviously many others, and I forgot to write a few I even own myself right now, but this is a GREAT shopping list for anyone. Use it, look for weakness in the sector, add if they get cheaper, that's what I would do if I wasn't allocated to this sector.
I believe no one on the planet would look at their portfolio in 12 months owning these guys and be sad.
Cheers
$S SentinelOne is time to pound the table.
Clawdbot is the tell- Autonomous Agents, the conversation has just begun, and $S has the lead in protecting the house
The market is still arguing about chatbots.
The real shift is Autonomous Agents and Clawdbot shows exactly where security breaks.
Clawdbot uses the Model Context Protocol (MCP) to take real-world actions on your computer reading files, executing commands, moving data. That creates a massive blind spot.
Traditional antivirus can’t see inside an AI conversation. It has no idea when an agent has been hijacked by a malicious prompt until after damage is done.
That’s the new threat.
SentinelOne ($S) is being priced like a dead legacy endpoint vendor. But its acquisition of Prompt Security quietly turned it into a critical infrastructure play for this exact problem.
Prompt Security’s MCP Gateway acts as a real-time command filter. Every action Clawdbot tries to execute gets inspected. If a phishing email tricks an agent into leaking files or credentials, SentinelOne stops the action before it runs.
This isn’t “antivirus.”
It’s the governance layer for the agentic ecosystem.
If the threat comes from a malicious file sitting on your desktop that Clawdbot reads, Cloudflare never sees it. SentinelOne does. The Clawdbot era is an endpoint war.
That’s the technical edge.
Prompt Security sits at the point of interaction:
· Redacts sensitive data (PII) before it ever reaches the model
· Blocks “Shadow AI” apps employees use without permission
· Enforces policy at the moment of action, not after
Now look at the valuation.
· Cloudflare ($NET): ~18x P/S, priced for perfect AI execution
· SentinelOne ($S): ~4.9x P/S, despite owning the agent-security choke point
This is a coiled spring!!!
Just under one year ago, Overtime placed a bet on the blue chain.🔵
Deploying on @Base was a calculated move. Overtime didn't need just another network, Overtime needed an ecosystem that understood the future of onchain consumer apps.
Looking back at the last calendar year, the "Base Effect" was undeniable. Their relentless push to elevate application-layer protocols made scaling the Base deployment a no-brainer. 👇
📲The Base App
Just this month (Jan 9), we saw the culmination of the Base App vision with Overtime being officially featured on the @BaseApp. While Overtime has been building on the network for a year, this recent push by the Base team to put apps directly in users' pockets was indeed a game-changer. It’s the distribution unlock not only for Overtime but the entire space has been waiting for. Bridging the gap between onchain infrastructure and seamless mobile UX.
https://t.co/f2izoCS9Mz
Since deploying Overtime on @Base, the stats have spoken for themselves. There is a clear breakout pattern in organic activity.
📈 Volume
The chart looks like a hockey stick. We’ve seen cumulative volume explode, crossing the $50M mark as we kicked off 2026. The demand is here, and Base is handling the throughput effortlessly.
👥 Real Users
It’s not just about volume; it’s about people. After a massive surge of interest in mid-2025, Overtime settled into a new, higher baseline of daily active users. This is organic retention and a community finding its home.
💰Sustainable Revenue
We are seeing PNL hit new all-time highs entering January, proving that Overtime is sustainable, efficient and here to stay for the long run.
🏆The Base Userbase
The ecosystem attracts absolute legends. We’ve seen power users turn Overtime on Base into more than just a hobby.
• The Volume Driver (0x35...): Dropped nearly $1.9M in volume across 2,300+ bets with a massive 74% win rate.
• The Profit Pro (0x3c...): Generated over $60k in pure profit with an incredible 7.6% ROI on volume.
• The Enigma (0xD9...): A true grinder with $733k+ volume across 2,200 bets, locking in over $20k profit with a hit win rate under 50%.
The last year was about proving the concept and making it all work.
The current next year is about dominating the onchain sports markets.
To the Base team and community:
Thank you for building the best home for builders.
We are all Based. 🛡️💙
CRITICAL MINERALS CHEAT SHEET
The next phase of industrial policy, electrification, AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points:
Rare Earth Elements
• $MP controls the only scaled rare earth mining & processing asset in the U.S.
• $USAR building a domestic rare earth magnet supply chain to reduce reliance on China
• $IDR focuses on U.S.-based rare earth & strategic mineral development tied to national security needs
Copper
• $FCX largest publicly traded copper supplier to global infrastructure
• $IE targets high-grade copper discoveries using proprietary geophysical technology to shorten development timelines
Lithium
• $ALB largest global lithium supplier
• $LAC anchors U.S. lithium supply through domestic projects
Antimony
• $UAMY one of the only domestic antimony suppliers
• $NVA provides antimony exposure alongside gold through U.S.-based projects
Multi-Resource & Strategic Supply
• $CRML targets rare earths & defense-critical resources
• $TMC focuses on battery metals sourced from polymetallic nodules as an alternative to land-based mining
• $NB targets niobium, scandium & titanium
Graphite
• $NVX supplies synthetic graphite tied to North American battery manufacturing
• $NMG develops vertically integrated graphite production outside China
• $WWR targets U.S. graphite processing for EV supply chains
$PFE is -20% below its 200 MONTHLY MA
While sitting on its 27 Year Support level
And has a +6.7% Dividend
FWD PE of 8
Net Margin of +15%
$16 Billion FCF each year
WILD!!!
Both lemongrass and dandelion root selectively destroy human cancer cells in vitro and suppress human tumor growth in mice by ~95% — with ZERO harm to healthy cells.
Common, non-toxic plants shown to nearly HALT tumor growth in animal models deserve immediate clinical trials.
The most overlooked segment of the market is the chemicals + materials sector -- Dupont + Celanese offer compelling value at these price points.
In our eyes, a major bull run in #chemicals is imminent as the buildout of the 'next phase' of AI [edge devices] plays out in '26 and beyond.
$DD $CE 🏭x 🤖
Atheist scientist Bill Bryson concluded that there’s no rational explanation for the existence of the protein collagen which requires 1055 amino acids in a specific sequence. So what are the odds it forms? Take 10 to the 230th power of grains of sand. That’s the amount of grains of sand on 1 billion earth’s. Then paint 1 grain of sand red. Put it all into a pile a light year high. You pick the single red grain of sand on the first try. God is the Creator.
The entire Book of Revelation is a giant chiasm. 🤯
A chiasm is a literary device where ideas unfold in order (A B C) and then repeat in reverse (C B A), forming an X shaped symmetry that aids memory and draws attention to the central point (C).
The Bible is amazing.
Gosh so proud of our boyz, just got sent this, we were first and maybe only to do #nft to #silver , forever discord member. Best part, he made money because he bought an NFT, name one nft that has 300% since 2021? Other than us?
🚨 BREAKING: UNITED STATES SEIZES VENEZUELA’S $1 TRILLION IN PRECIOUS METALS
Less than 24 hours after the invasion of Venezuela, the US government quietly secured a MASSIVE smelter deal to process Venezuela’s $1 TRILLION worth of precious metals.
Cost of the new facility? $8 Billion.
The Financier? J.P. Morgan…
Connect the Dots:
1. J.P. Morgan is underwater on massive physical silver short position.
2. Venezuela sits on the "Arco Minero" (Trillions in unmined gold/silver).
3. The US Military removes the one guy standing in the way of the mines.
Coincidence?
This wasn't a drug bust. It was a Hostile Takeover of a sovereign nation's resource sheet.
They built the smelter facility before they even invaded. They knew… 🪙📈🏗️
Dad buys stock at $250K.
It grows to $12M.
If he sells, he owes tax on an $11.75M gain.
Instead, he puts it in a trust.
Borrows against it.
Borrowing is not income.
So no tax.
He lives on loans.
Never sells.
He dies holding the asset.
Kids inherit at a $12M basis.
IRS gets $0.
🚨 Here is the full 42 minutes of my crew and I exposing Minnesota fraud, this might be my most important work yet. We uncovered over $110,000,000 in ONE day. Like it and share it around like wildfire! Its time to hold these corrupt politicians and fraudsters accountable
We ALL work way too hard and pay too much in taxes for this to be happening, the fraud must be stopped.