First Phosphate Corp CSE: $PHOS – OTCQX: $FRSPF – OTCQX-ADR: $FPHOY – FSE: $KD0 continues advancing its Bégin-Lamarche project as a differentiated North American phosphate platform focused on the growing LFP battery supply chain. 🔹 Recent high-grade infill drilling confirmed broad, continuous phosphate mineralization across multiple zones, further de-risking the project ahead of feasibility-level advancement 🔹 Unlike traditional fertilizer-focused phosphate peers, FRSPF is positioning Bégin-Lamarche as a vertically integrated source of battery-grade purified phosphoric acid (PPA) for North American LFP batteries 🔹 Strong project economics, improving balance sheet strength, and expanding downstream partnerships continue supporting the company’s long-term strategic positioning Read Dmitry Silversteyn's full report for more detail on drilling results, project economics, strategic partnerships, and valuation outlook. $FRSPF #BatteryMaterials# #LFP# #EVs# #CriticalMinerals# #Phosphate# #EnergyTransition# #Mining# #NorthAmerica# #SmallCaps# #WaterTowerResearch# @FirstPhosphate

Check out Dmitry Silversteyn's recap from his recent podcast with Homerun Resources CEO Brian Leeners and our host Shawn Severson. Those interested can listen to the podcast on all platforms or on our website. Links are accessible in our full report! $HMRFF #HomerunResources# #SolarGlass# #Silica# #HighPurityQuartz# #RenewableEnergy# #EnergyTransition# #CriticalMinerals# #CleanTech# #AdvancedMaterials# #SupplyChain# #Decarbonization# #Brazil# #Infrastructure# #SmallCapStocks# #InvestorInsights# #WaterTowerResearch# @HomerunRes

Nova Minerals $NVA: Advancing U.S. Strategy in Critical Minerals and Gold Development @NovaMinerals $NVA is leading the U.S. race to secure antimony, a mineral essential to defense and tech, with a $43.4M award from the United States Department of War. Nova is building a domestic military-grade antimony supply chain, with production targeted by 2026/27. Watch Our Brief Overview: $NVA $MP $PPTA $TECK $KGC $USGO $NG $THM $WRN $HL $GPH $NST $FVL $CTGO $XAU $XAUUSD

NioCorp $NB: 30 Seconds Investors Should See • Construction-ready U.S. critical minerals project with all major permits secured • Offtake visibility: 75% of planned niobium output under long-term agreements plus the largest scandium sales deal on record • Financing momentum: U.S. EXIM processing about $800M in debt with potential ~$400M in additional ECA support, and a Department of War grant of up to $10M Scandium strengthens aluminum and niobium strengthens steel: vital for aerospace and defense applications where lighter, stronger alloys drive performance. Watch our brief overview: $NB $MP $ARA $ILU $PPTA $TECK $KGC $USGO $NG $THM $WRN $HL $GPH $NST $FVL $CTGO

BREAKING: 🇺🇸🇨🇳 The White House confirms the number one issue that has been discussed in China are rare materials. They claim China will address US concerns regarding supply chain shortages related to rare earths and other critical minerals Other benefits that US is going to get are purchase of 200 American-made Boeing aircraft for Chinese airlines Interesting that the Trump administration asked China to buy their agricultural products and that is 17 billion per year of US agricultural products in 2026, 2027, and 2028 They also asked China to restore market access for US beef by renewing expired listings of more than 400 US beef facilities and adding new listings

BREAKING: The White House announces multiple US-China trade deals and developments following President Trump's meeting with China's President Xi. Details include: 1. China will address US concerns regarding supply chain shortages related to rare earths and other critical minerals 2. China has approved an initial purchase of 200 American-made Boeing aircraft for Chinese airlines 3. China will purchase at least $17 billion per year of US agricultural products in 2026, 2027, and 2028 4. China has restored market access for US beef by renewing expired listings of more than 400 US beef facilities and adding new listings 5. China has resumed imports of poultry from US states determined by the USDA to be free of highly pathogenic avian influenza President Xi will be visiting the White House this fall.

Avalon Advanced Materials $AVL | $AVLNF: New Corporate Development VP Signals Bigger Push Toward Partnerships, Offtake & Strategic Financing North America’s critical minerals race is accelerating, and Avalon is adding commercial firepower at a key moment. @AvalonAdvanced has appointed Christopher Senyk as Vice President, Corporate Development, bringing global experience across lithium, battery materials, specialty chemicals, borates, and industrial supply chains. His background includes leadership contributions to Rio Tinto’s battery materials and borates strategy, plus prior roles tied to Celanese, FMC Lithium, Livent, and specialty chemicals consulting. Why Investors Should Pay Attention: • Partnership Catalyst: Senyk will support strategic partnerships, customer engagement, offtake discussions, financing opportunities, and government relations. • U.S. Market Access: Based in Chicago, he gives Avalon a stronger bridge to U.S. customers, capital providers, strategic partners, and government stakeholders. • Critical Minerals Exposure: $AVLNF is advancing a portfolio tied to lithium, rare earth elements, defense, clean technology, battery materials, grid storage, and advanced manufacturing. • Ontario Lithium Supply Chain: The company continues to position Lake Superior Lithium in Thunder Bay as a key piece of a vertically integrated North American battery materials supply chain. This appointment is not just a leadership update. It points to Avalon’s next phase: moving from technical development toward commercial partnerships, strategic financing, and supply chain execution. Read the Full PR: $AVL $AVLNF $RIO $CE $FMC $LTHM $MP $UUUU $ALB $USAR

This is the kind of market where you simply buy what the president tells you to: Chips $INTC Intel $NVDA NVIDIA $AMD AMD $TSM TSMC AI Infrastructure $DELL Dell $VRT Vertiv $NBIS Nebius $CRWV Coreweave $IREN IREN $HUT Hut 8 Rare Earths $USAR USA Rare Earth $CRML Critical Metals $TMC The Metals Company Critical Minerals $TMQ Trilogy Metals $UAMY United States Antimony $MP MP Materials $LAC Lithium Americas Quantum $IONQ IonQ $QBTS D-Wave Quantum $RGTI Rigetti Energy $BE Bloom Energy $GEV GE Vernova $FCEL Fuelcell $PLUG PlugPower $VICR Vicor Memory $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $P Everpure $MRAM Everspin Space $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $GILT Gilat Drones $AVEX Aevex $ONDS Ondas $UMAC Unusual Machines Nuclear $XE X-energy $LEU Centrus Energy $CCJ Cameco $OKLO Oklo $UUUU Energy Fuels AVs & Robotics $TSLA Tesla $AMZN Amazon Batteries $TE T1 Energy $ELVA Electrovaya $FLNC Fluence Energy Never miss the leading stocks again:

White House Fact Sheet on Trump-Xi meeting: * US and China “should build a constructive relationship of strategic stability on the basis of fairness and reciprocity” * Both agreed “Iran cannot have a nuclear weapon, called to reopen the Strait of Hormuz, and agreed that no country or organization can be allowed to charge tolls.” * Confirmed their “shared goal to denuclearize North Korea.” * “China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and indium.” * “China approved an initial purchase of 200 American-made Boeing aircraft for Chinese airlines.” * “China will purchase at least $17 billion per year of U.S. agricultural products in 2026 (prorated), 2027, and 2028, in addition to the soybean purchase commitments that it made in October 2025.” * “China restored market access for U.S. beef by renewing expired listings of more than 400 U.S. beef facilities and adding new listings.”

A framework to understand how value accrues across the AI stack. This is a blueprint for understanding what builds AI into its pragmatic parts: what each layer is, where it ends, and where value is accrued. So here’s how you can think about it: 1. Layer 1 - Infrastructure Before any AI model trains or any robot moves, an industrial foundation must exist. Land, energy grids, cooling systems, critical minerals, and fabrication facilities. Infrastructure is the constraint that all the other layers depend on. 2. Layer 2 - Chips Transistors that are etched onto silicon wafers using extreme ultraviolet light. This is what allows both physical and digital AI to take an input, process it, and return a predictive output. The more transistors that fit on a chip, the more computation it can perform. 3. Layer 3 - Data Both digital and physical models train on data. Digital models train on text, code, and images; physical models train on gravity, friction, depth, and sensor streams. The more accurate the data, the more accurate the output. 4. Layer 4 - Models A model is a system that learns from examples. Feed it enough examples of inputs paired with correct outputs, and it adjusts its internal structure until it can predict correct outputs on inputs it has never seen before. LLMs represent a specific class trained on text. They learn by processing billions of examples of human language, developing the ability to write, reason, summarize, and generate code. 5. Layer 5 - Execution This is what lets models take actions on behalf of users. The execution layer lets models pursue objectives through sequential action: observing the environment, reasoning about the next step, acting, and looping until the goal is reached. 6. Layer 6 - Application All of the AI Stack’s revenue originates at the application layer, then goes to the layers below. Every dollar paid for AI is paid for an outcome, a task completed, and an answer delivered. Nobody wants H100s for their own sake. They want H100s because someone, somewhere, wants to run an application. These are the different layers that make up the entire ecosystem of AI. We did a full study on the AI stack. If you want to read about it, head over to my Substack (