A recent comment from Elon Musk on AI: "I now think @xAI has a chance of reaching AGI with @Grok 5. Never thought that before...." What is AGI? AGI = “general-purpose AI.” It could learn any intellectual task a human can, across subjects from math to cooking to law to trading; and adapt without needing to be retrained for each new thing. AGI would have flexibility and reasoning abilities similar to humans, while today’s AI systems are still very specialized. Fun times ahead!!

Thanks for letting me join this group, I hope to contribute and learn from this community.

I am following UEC, IONQ, RGTI and some others. These companies have negative EPS and almost no revenues, but the stock price have appreciated more than 100% in last couple of months. These are not meme stocks. Sometimes fundamental analysis does not make sense, but opportunities do.

1. Vizsla Silver (VZLA) — Mexico, PanucoHigh-grade, district-scale with advancing studies. Natural buyers: Fresnillo, Pan American, First Majestic. 2. Dolly Varden Silver (DV) — BC, Golden Triangle (Kitsault Valley)High-grade consolidated trend (incl. Homestake Ridge). Natural buyers: Hecla (regional presence), Newmont/others active in GT. 3. Discovery Silver (DSV) — Mexico, CorderoOne of the largest undeveloped silver projects (open-pit, Ag-dominant with base-metal credits). Natural buyers: Pan American, Fresnillo, major base-metal houses seeking Ag exposure. 4. SilverCrest Metals (SILV / SIL) — Mexico, Las Chispas (producer)Low AISC, strong margins; clean, single-asset. Natural buyers: Agnico, Pan American, First Majestic, Hecla. 5. Aya Gold & Silver (AYA) — Morocco, Zgounder + BoumadineFast-growing silver platform in a mining-friendly jurisdiction. Natural buyers: mid-tier/major diversifiers; possibly a regional SOE. 6. Gatos Silver (GATO) — Mexico, Cerro Los Gatos (JV)Turnaround with solid grades; JV partner alignment is key. Natural buyers: JV partner (ROFR risk), Pan American, First Majestic. 7. MAG Silver (MAG) — Mexico, Juanicipio (JV with Fresnillo)Classic consolidation candidate—partner (Fresnillo) is the logical acquirer if price enables. 8. Bear Creek Mining (BCM) — Peru, Corani (fully permitted developer)Huge silver-lead-zinc project; capex heavy but powerful torque at $50 Ag. Natural buyers: larger base-metal/precious producers willing to build in Peru. 9. Silver Mines Ltd (SVL.AX) — Australia, Bowdens (developer)Permitted path in Tier-1 jurisdiction; large, long-life. Natural buyers: Aussie mid-tiers (Evolution/South32-type) or global majors. 10. Prime Mining (PRYM) — Mexico, Los Reyes (Au-Ag)Gold-leaning but meaningful silver; de-risking fast. Natural buyers: Alamos, Agnico, PAAS-type consolidators.

While the S&P 500 was hitting over 80 all-time highs since the start of 2024, Small Caps were simply in recovery mode, still clawing back the losses from the 2022 bear market. That changed last week with the Russell 2000 Index hitting its first all-time high since November 2021. Will it continue? Thanks to Charlie Bilello