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Today’s Featured Article
NVIDIA Just Proved the AI Boom Is Bigger Than Anyone Thought
Written by Thomas Hughes. Published 11/20/2025.
Key Points
NVIDIA’s Q3 release and guidance update indicated that the AI trade is still alive, with the industry larger and growing faster than anticipated.
Revenue growth is accelerating, and forecasts for 2026 suggest analyst estimates are as much as 100% too low.
Analysts are lifting their targets, pointing to a steep price increase over the next 12 months.
If there were any doubts about the AI trade and its health ahead of NVIDIA’s (NASDAQ: NVDA) Q3 earnings release, they have been laid to rest. The company delivered another standout quarter, accelerating revenue growth to over 60% year-over-year and beating consensus estimates.
NVIDIA’s stunning outperformance suggests the AI boom is larger and expanding faster than anticipated. The company’s Q4 guidance was about $3 billion above MarketBeat’s reported consensus—nearly 500 basis points—and trends suggest NVIDIA could again exceed expectations. CEO Jensen Huang said GPUs and GPU capacity are sold out, with clear visibility through the end of next calendar year.
NVIDIA’s Outlook for 2026: Analyst Forecasts Are Too Low
Looking forward, NVIDIA expects about $500 million in Blackwell and Rubin revenue over the next five quarters, including the current quarter. That figure is more than 60% higher than the consensus forecast for the year—and that’s before accounting for contributions from other business segments.
The Q3 results showed strength across the board, with double-digit growth in all segments, highlighting the company’s broad-based momentum.
In this light, NVIDIA’s 2026 analyst forecasts may be understated by as much as 100%, a gap that could push the stock toward record levels.
Although there were no formal upgrades (nearly 94% of ratings already sit at Buy or higher), several firms raised price targets or reaffirmed their views.
The consensus implies about a 30% upside versus the pre-release close, while the average of the updated targets suggests a potentially larger move. The average forecast after the earnings release is currently $262, with the high-end at $350.
Notably, both low-end and high-end targets are trending higher, indicating a broad shift supported by a sizable portion of the market. A move to the high-end range would represent nearly a 100% gain from pre-earnings levels.
Institutional activity remains a key driver of NVIDIA stock. Institutions own roughly 65% of outstanding shares; despite some selling in early Q4, they have been broadly bullish this year and are likely to resume buying in the back half of Q4 now that the results are public.
NVIDIA’s Balance Sheet and Shareholder Value Swell
NVIDIA’s financial position adds another layer of confidence. The company’s revenue surge improved operating leverage, driving stronger margins, cash flow and profits. Earnings per share, which significantly outperformed consensus estimates, are forecast to grow in 2026 alongside revenue.
The company’s balance sheet is notably strong. NVIDIA is net cash positive, and its cash holdings grew by about 40% year-to-date to more than $60 billion. Although the dividend yield remains modest at 0.05%, share repurchases have been meaningful—reducing the share count by roughly 1% in Q3—and are likely to continue.
NVIDIA Trigger Buy Signal
Technically, the stock looked vulnerable ahead of the Q3 release—with candlestick patterns, MACD and the stochastic oscillator all pointing to a potential top. NVIDIA’s strong earnings, however, triggered a new buy signal. Shares jumped more than 5% in pre-market trading, finding support at key trend levels. Given favorable long-term trends and solid fundamentals, NVIDIA remains well-positioned to benefit from the accelerating AI cycle.
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This forecast may even be conservative, as the technical setup supports continued momentum, and market sentiment is shifting. The likely outcome is that BJ’s stock will accumulate over the coming quarters, resulting in a sustained uptrend that may linger through the end of 2026.
The technical picture is very bullish. BJ stock has pulled back since early 2025 but remains supported by the long-term exponential moving averages (EMAs). The daily chart shows a well-formed Head & Shoulders pattern in the process of confirmation.
A Head & Shoulders pattern is a technical formation that signals a potential trend reversal, characterized by three peaks: a higher center (the head) flanked by two lower highs (the shoulders).
The Q3 earnings release triggered a strong pre-market rally, which reinforced support at critical levels and formed the second shoulder in the pattern.
Note the shallow depth of the head—the market did not fall far below the first shoulder before buyers stepped in, underscoring the bullishness of this indicator. The critical resistance level is near the neckline at $95 and will likely be tested before the end of 2025.
The weekly chart is just as bullish. Although the price action declined significantly, the sell-off overextended, found support at critical levels, and is set up for a trend following signal. Indicators are set up for a momentum swing that, in this time frame, could keep the market advancing for several quarters if not years. Institutional and analyst trends suggest the longer duration is more likely.
The world’s wealthiest individuals are making huge moves with their money.
Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion.
What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It’s something we haven’t see in America for more than a century.For the full story, click here.
Analysts and Institutions Set Up a Deep Value Opportunity for BJ Investors
BJ’s Wholesale Club’s stock price decline was rooted in analyst sentiment, which cooled off in Q2 and Q3. This led to a reduction in price targets, pressuring the market to its November lows.
However, despite the reductions, coverage has been increasing, and the sentiment has remained firm at Moderate Buy, as the long-term outlook remains healthy.
It includes growth, cash flow, and capital returns, so with Q3 results better than forecast, the downtrend in price target revisions will likely end.
As it stands, the consensus forecasts more than 20% upside from lows seen in November. This may be on the low side, given the earnings outlook and valuation metrics.
The stock trades at a discount to its peers and earnings projections, at about 20 times current-year earnings, suggesting the potential for a 100% to 200% increase in stock price over the next three to five years.
The value opportunity is highlighted by the institutions, which show high confidence by owning nearly 100% of the stock, and their activity, which has been bullish all year and accelerated in the first half of Q4.
Notably, selling was also elevated earlier in the year but virtually disappeared in Q4 as price action began to bottom. With this in play, the stock price has nowhere to go but up—unless short-sellers start dumping shares into the market, which is unlikely given the circumstances.
BJ’s Wholesale Club Has Beat-and-Raise Quarter: Reduces Share Count 1%
BJ’s Wholesale Club had a solid quarter,aligning with industry trends, producing 4.9% top-line growth. The growth was driven by an increased store count, a 1.1% comp sales increase, and a 9.8% increase in membership fees. eCommerce, the growth pillar in 2025, increased by 30% and is expected to remain strong in the upcoming quarters.
Equally important, the margin contracted by less than expected. The result is that operating income fell by nearly 5%, net by almost 2.5%, and adjusted earnings per share (EPS) by 1.7%—all of which were less than expected by analyst consensus, leaving EPS more than a nickel ahead of target. Management also raised EPS guidance, shifting the prior high to the midpoint of the new range—possibly a cautious move that leaves room for outperformance.
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Lithium Powerhouse Atlas Lithium (NASDAQ: ATLX) Boasts a Major Critical Minerals Exposure — Here’s Why Now is the Time to Be Watching.
Atlas Lithium (NASDAQ: ATLX) isn’t just another explorer. It’s the LARGEST holder of lithium exploration acreage in Brazil—ground zero for the next global lithium boom— AND holds a ~28% equity stake in a critical minerals subsidiary!
Lithium and critical minerals have become the lifeblood of the global energy transition, powering everything from electric vehicles and grid-scale batteries to smartphones and advanced defense technologies.
As nations race to secure cleaner energy solutions, demand for these essential materials has surged to record highs—yet global supply chains remain fragile and constrained. Many of the world’s richest deposits are concentrated in geopolitically sensitive regions, making reliable production and new discoveries increasingly valuable.
The growing imbalance between soaring demand and limited supply is creating a once-in-a-generation opportunity, especially in companies positioned at the forefront of lithium and critical mineral development.
Atlas Lithium (NASDAQ: ATLX) Stands Apart — Dominating Brazil’s Lithium Frontier While Owning 28% of a Critical Minerals Company. This is Dual Exposure to Lithium and Critical Minerals with Explosive Growth Potential!
Why Pay Attention to ATLX Now?
Wall Street Price Targets Soaring: HC Wainwright Says $19
Mitsui Invested $30 MILLION at a Premium (Backed by Berkshire Hathaway!)
Massive Projects Near Billion Dollar Lithium Giant Sigma (NASDAQ: SGML)
Market Cap around Only $100M – Potential for GROWTH
Industry Leading 145% IRR and Rapid 11-Month Payback in Definitive Feasibility Study
Two Non-Dilutive Pre-Payment Agreements for its Lithium Concentrate Totaling $40M with Addition Funding Interest from Other Parties
A 28% Stake in a Critical Minerals Subsidiary – Critical Minerals are the Hidden Backbone of the Global Energy Transition
Investors watching ATLX aren’t just following a lithium story — they’re watching a multi-resource growth platform!
Atlas Lithium (NASDAQ: ATLX) doesn’t just own one of the fastest-advancing lithium projects in Brazil — it also holds a 28% ownership stake in Atlas Critical Minerals (OTCQB: JUPGF), its diversified critical minerals subsidiary.
Atlas Critical Minerals owns 218,000+ hectares of mineral rights for rare earths, titanium, graphite, uranium, copper, and nickel. Brazil, where the subsidiary operates, hosts significant rare earth deposits and holds the world’s second-largest graphite reserves.
This position gives ATLX direct exposure to a rapidly expanding portfolio of rare earth elements, titanium, graphite, nickel, copper, and uranium — all essential to the global electrification and defense supply chains.
Recent drilling at JUPGF returned remarkable results, including near-surface rare earth mineralization grading up to 28,870 ppm TREO, 23.2% titanium dioxide, and graphite concentrates at 96.6% purity — placing the project among Brazil’s most promising new critical mineral discoveries.
This 28% stake strategically extends ATLX’s reach beyond lithium, allowing it to capitalize on multiple megatrends — from EV batteries and wind turbines to advanced electronics and energy storage — while diversifying its risk and amplifying its growth potential.
Company Overview
Focused on moving from exploration to profitability; Atlas Lithium Corporation (NASDAQ: ATLX) is a U.S.-based mineral exploration company with the largest size and breadth of exploration projects for strategic minerals in Brazil, a premier mineral jurisdiction.
ATLX intends to be a leader in the provisioning of minerals essential to the transformation of the global economy from fossil fuels to electrification, a process which is expected to take decades.
Discover how ATLX is positioned to become the “Mineral Resources Company for the Green Energy Revolution!”
With esteemed institutional shareholders and significant price targets from esteemed analysts, ATLX may be one of the most undervalued companies hiding in the Lithium boom.
SMART MONEY SEES IT: HC WAINWRIGHT TARGETS $19!
ATLX landed on the “Top Picks” list from HC Wainwright, which issued a $19 target—that’s nearly 4X upside from current levels. And that was BEFORE the processing plant landed and before exploration confirmed multiple high-grade anomalies.
ATLX was featured in the “Top Picks” list from HC Wainwright with a target price of $19! See what the firm had to say below:
BIG POTENTIAL HIDDEN IN PLAIN SIGHT
Atlas Lithium isn’t playing small ball! The company controls over 797 km² of lithium exploration areas – the largest lithium portfolio in Brazil.
But it’s Lithium Valley in Minas Gerais, Brazil, that could make ATLX a household name.
WHY BRAZIL?
Open-pit mining + cheap labor = ultra-low cost production
Government fast-tracking mining permits
Year-round mining with clean energy access
Brazil just landed $370M in lithium M&A from Pilbara Mineral
Up to $5.8 billion projected lithium investment by 2030
COMPANY HIGHLIGHTS
Positioned to Become a Very Low-Cost Producer – Open-pit mining, Brazil’s low mining costs
Expedited Timeline to Production – Permits in place, modular processing plant is paid-for and arriving to Brazil on March 2nd, 2025.
Largest Hard-Rock Lithium Exploration Portfolio in Brazil – Premier lithium jurisdiction with high-quality spodumene and favorable infrastructure
Strong Metallurgical Results – Proven potential for high-quality lithium concentrate
Incentivized Management Team – Management owns ~32% of the company; fully aligned for success. Management has a background from Deloitte, Equinox Gold, ANM, and Comstock Resources.
Over the last several years, Atlas Lithium has assembled Brazil’s largest portfolio of lithium mineral rights among publicly listed companies.
ATLX holds three key projects that span the major lithium-mineralized zones in LV.
The Neves Project in southern LV, Atlas Lithium’s flagship development, which has recently been permitted and is advancing towards production;
The Salinas Project in northern LV, spanning 2,070 acres with natural spodumene outcrops, and is located 4.7 miles from Latin Resources Ltd., and with potential for spodumene deposits;
The Clear Project in central LV, which encompasses 470 acres, is situated 3.8 miles from Sigma Lithium’s (NASDAQ: SGML) Grota do Cirilo mine. There is also potential for spodumene deposits. Sigma Lithium has a market cap of roughly CAD$1.2B!
BREAKING NEWS: Atlas Lithium’s Neves Project Unveils Game-Changing Feasibility Study—145% IRR & 11-Month Payback Signal Massive Investment Opportunity!
The company believes that the DFS validates the Project’s strong economics, positioning it among the most capital-efficient and lowest-cost hard-rock lithium developments globally.
Atlas Lithium Corporation (NASDAQ: ATLX) just delivered a landmark milestone that investors cannot afford to overlook. The company announced that SGS Canada Inc. has completed a Definitive Feasibility Study (DFS) for its 100%-owned Neves Lithium Project in Brazil, revealing an eye-popping internal rate of return (IRR) of 145%and an ultra-fast payback period of just 11 months.
This low-cost, open-pit spodumene project, situated in Brazil’s lithium-rich Minas Gerais state, boasts an after-tax net present value (NPV) of $539 million and operational production costs estimated at only $489 per tonne of lithium concentrate—placing Atlas Lithium firmly among the world’s lowest-cost lithium producers.
Key takeaways investors must note:
Capital Efficiency: Total direct capital expenditures are expected to be a mere $57.6 million, the lowest of any lithium project announced in Brazil. Atlas Lithium has already invested $30 million in a dense media separation (DMS) plant, ready to be deployed.
Robust Funding Options: The company has secured $40 million in non-dilutive pre-payment agreements for lithium concentrate and is exploring 10-year debt financing, reducing reliance on equity and enhancing shareholder value.
Low-Risk, Proven Tech: The project will utilize proven DMS technology with a strong lithium recovery rate of 61.7%, ensuring a straightforward processing operation with minimal environmental impact and operational risk.
Regulatory Advantage: Atlas Lithium holds the highest mining concession status (“Portaria de Lavra”) in Brazil, allowing continuous mining operations and strong legal footing.
Growth Potential: Multiple deposits remain open for expansion, with untapped geological targets providing ample opportunities to extend mine life and boost production.
CEO Marc Fogassa emphasized the significance: “The DFS indicates potentially outstanding returns for our initial vision of developing a focused, near-term, profitable lithium production asset with minimal capital requirements. The combination of low capital intensity and rapid payback is expected to create exceptional value for our shareholders.”
For ATLX, the Neves Project isn’t just another lithium project—it’s a opportunity for what could become one of the most efficient and profitable hard-rock lithium operations in the world.
With the DFS confirming exceptional economics and funding pathways, Atlas Lithium is positioned to accelerate toward production and capture significant upside. Investors should closely watch ATLX for potential momentum as development advances!
In the Right Place at the Right Time
Within the global lithium industry, Brazil’s LV has emerged as a premier hard-rock lithium jurisdiction.
Brazil’s advantages include year-round mining operations, lower labor costs, and a supportive government. The country’s lithium industry outperforms Australian producers on costs; Pilbara Mineral’s US$370M acquisition of a Brazilian lithium explorer in August 2024 highlights the region’s importance.
“Investments in lithium production in Minas Gerais are projected to range from $3.9 billion to $5.8 billion by 2030,” according to João Paulo Braga, CEO of the state investment promotion agency, Invest Minas.
Few countries besides Brazil have such an advantageous position to attract investment, as other Latin American nations face uncertainties and political risks.
ATLX’s Minas Gerais Lithium Project is its largest endeavor and consists of 98 mineral rights totaling approximately 797 km2.
Several of the company’s mineral rights are located adjacent to or near mineral rights that belong to a large publicly traded competitor company which has demonstrated through extensive drilling the presence of lithium deposits totaling over 100 million tons, according to its publicly available filings!
This is a Highly Attractive Location:
◼ Resource Potential to Support Large Scale Operations
✓ The Brazilian Geological Service (CPRM) suggested that the region has at least 45 lithium deposits
✓ Adjacent to operational lithium mines in the region such as Sigma Lithium and CBL
◼ Licensing Fast Track to Speed up Project Execution – Atlas with Permits in Place
✓ Minas Gerais government created a fast-track process, under the InvestMinas Program, to facilitate project development and allow for licensing to be issued quickly
✓ Mining friendly jurisdiction: 300+ operating mines in the state of Minas Gerais
◼Favorable Infrastructure
✓ Access to abundant renewable & clean energy sources and highway roads directly connected to intercontinental ports to supply main markets
Recent exploration activities at both the company’s Salinas and the Clear Projects have yielded significant progress, and such development bodes well for ATLX’s strategy of securing as many high-quality deposit areas within LV as feasible.
A NEIGHBORING A LITHIUM POWERHOUSE
Atlas Lithium’s acreage borders Sigma Lithium (SGML), which had previously soared to multi-billion valuations. ATLX’s Clear Project is just 3.8 miles from Sigma’s Grota do Cirilo mine. And if you think that’s close—how about this: Atlas’s lithium processing manager played a key role at Sigma!
INSTITUTIONAL VOTE OF CONFIDENCE: $30 MILLION FROM MITSUI
In 2024, Japanese mega-conglomerate Mitsui (yes, the one whose biggest shareholder is Warren Buffett’s Berkshire Hathaway) plowed $30M into Atlas Lithium at a 10% premium. The deal came with a massive lithium offtake agreement—highlighting that ATLX is not just a hopeful explorer. It’s on the fast track to revenue.
In a transformative development, Atlas Lithium secured a strategic partnership with Mitsui & Co., Ltd., one of Japan’s largest global trading and investment companies with operations in over 60 countries. In March 2024, Mitsui demonstrated its confidence in Atlas Lithium’s potential by making a substantial US$30 million strategic investment at a 10% premium to market price. The partnership includes a significant offtake agreement lithium concentrate from Atlas Lithium’s Neves Project. Notably, Mitsui’s largest shareholder is Warren Buffett’s Berkshire Hathaway, adding another layer of institutional validation to Atlas Lithium’s business model.
PLANT ARRIVES READY FOR ASSEMBLY
Atlas isn’t waiting around. Its state-of-the-art Dense Media Separation (DMS) lithium processing plant just landed in Brazil. Permitted and fully paid-for, this facility brings Atlas into elite company. It will be Brazil’s first modular DMS plant, and it’s engineered for eco-friendly, water-efficient lithium extraction.
Atlas Lithium’s processing plant pictured during preliminary trial assembly stage in South Africa.
CEO Marc Fogassa said it best: “We have overcome two of the most significant hurdles on our journey to production.”
CEO SKIN IN THE GAME: MIT + HARVARD EDUCATED + 26% OWNERSHIP
Atlas’s CEO isn’t a suit. He’s a biotech MD and MIT-trained engineer turned investor—who just happens to own 26% of the company himself. That’s shareholder alignment you RARELY see in this sector.
Brazilian born CEO Marc Fogassa has a 25-year career in executive management, private equity/venture capital. He has extensive direct investing experience, including cross-border deal structuring, due diligence, management build-up, and Board of Directors oversight.
Fogassa double majored at the Massachusetts Institute of Technology (MIT), earning Bachelor of Science degrees in Electrical Engineering and Biology. He subsequently graduated from the Harvard Medical School with a Doctor of Medicine degree and later from the Harvard Business School with a master’s in business administration degree.
Marc Fogassa is the largest shareholder of Atlas Lithium himself, with ~26% of outstanding common shares. This is a vote of confidence from the man in charge and it showcases full CEO’s alignment with shareholder interests.
THE THREE CROWN JEWELS: ATLAS’S CORE PROJECTS
Neves Project: Permits in hand. Pre-production preparations afoot. Of significant strategic value.
Salinas Project: Pegmatite-rich with assays ranging from 2.31% to 4.97% Li₂O.
Clear Project: Right next to Sigma Lithium. Soil + geophysical studies point to buried spodumene swarms.
All three are in the heart of Lithium Valley, surrounded by proven multibillion-dollar resources. Recent exploration confirms spodumene at multiple locations.
Lithium Projects: Highlights
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The Salinas Project continues to demonstrate its substantial potential, with recent detailed geological mapping revealing two outcrops of spodumene-rich pegmatites in the northwest portion of the mineral property, coinciding with a northeast-southwest trending lithium soil anomaly. Additionally, lithium mineralization has been determined in at least three pegmatites, with geochemical assay results ranging from 2.31% to 4.97% Li2O. Laboratory analysis of detailed soil sampling within the claim has identified at least three parallel north-south and northeast-southwest lithium anomalies associated with mapped pegmatites. The Company has undertaken geophysical surveys and such results have been consistent with the probability of one or more lithium deposits within the claim.
At the Clear Project, detailed geological mapping of the claim has resulted in the discovery of two pegmatites, with completed soil sampling revealing a substantial northeast-southwest trending lithium anomaly associated with a mapped pegmatite, suggesting the presence of a buried pegmatite swarm. The Company’s technical team has completed an initial round of geophysical studies which have been favorable for the potential of one or more lithium deposits within the mineral right.
The Company’s strategic approach prioritizes the Neves Project for initial production, while simultaneously advancing exploration at the Clear and Salinas Projects. Over the last several quarters, Atlas Lithium has enhanced its geological assessment methodology through a comprehensive multi-step process: detailed geological mapping, zoned and detailed soil geochemical analysis, and advanced geophysical surveys including LIDAR and magnetic surveys. In the Company’s experience, such systematic approach has demonstrated accuracy in identifying potential spodumene deposits. Given the favorable results so far, the Company is expected to expand its exploration budget in 2025 to accommodate for drilling in both the Clear Project and the Salinas Projects.
The Neves Project Has Already Received All Permits Needed to Assemble its Processing Plant and Operate!
“We are thrilled with today’s announcement, as permitting is widely considered the most critical risk in any mining project. Atlas Lithium’s permit reflects fourteen months of our team’s meticulous work throughout the licensing process (…). This milestone marks a key step for us towards becoming a lithium producer and advances Atlas Lithium into the next phase of our growth trajectory.” – CEO Marc Fogassa
“We are committed to being a responsible corporate citizen for all our stakeholders. With the news provided today, and as the Neves Project proceeds towards implantation and operation, Atlas Lithium will create hundreds of local jobs in the Vale do Jequitinhonha area of Minas Gerais. Additionally, our lithium processing plant is engineered to possibly achieve the smallest environmental footprint in its class.” – Director Rodrigo Menck
Strengthening Project Implementation Expertise with Eduardo Queiroz
Eduardo Queiroz joins Atlas Lithium as Project Management Officer (PMO) and Vice President of Engineering, bringing over 20 years of hands-on experience managing complex, large-scale mining projects, and making him the perfect addition to drive the Company’s Neves Project to revenue generation. Mr. Queiroz has more than two decades of expertise in managing large-scale and complex mining projects, most recently as General Manager of Planning and Management at Bamin, a unit of Eurasian Resources Group, where he successfully led the strategic planning of several projects over US$3 billion, including an integrated iron ore mining project encompassing mining operations, processing plant, railway, and ocean port facilities. His comprehensive experience includes engineering oversight, environmental compliance, risk management, and the implementation of cost-efficient operational strategies. He holds an MBA in Project Management from Fundação Getúlio Vargas and a degree in Civil Engineering from the Universidade Federal de Ouro Preto.
“Eduardo’s arrival could not come at a better time,” said Marc Fogassa, CEO and Chairman of Atlas Lithium. “As we prepare to transition into production, his proven track record in the implementation of Brazilian mining projects will be instrumental in our success. We are honored and thrilled to have him on our team.”
Lithium might just be the hottest commodity to watch as we get closer to 2030 and could yield long-term opportunities for ATLX!
Why Lithium?
Lithium is on the list of the 35 minerals considered critical to the economic and national security of the United States as first published by the U.S. Department of the Interior on May 18, 2018.
In June 2021, the U.S. Department of Energy published a report titled “National Blueprint for Lithium Batteries 2021-2030” (henceforth, the “NBLB Report”) which was developed by the Federal Consortium for Advanced Batteries (“FCAB”), a collaboration by the U.S. Departments of Energy, Defense, Commerce, and State. According to the Report, one of the main goals of this U.S. government effort is to “secure U.S. access to raw materials for lithium batteries.”
In the NBLB Report, Ms. Jennifer M. Granholm, the U.S. Secretary of Energy, states: “Lithium-based batteries power our daily lives from consumer electronics to national defense. They enable electrification of the transportation sector and provide stationary grid storage, critical to developing the clean-energy economy.”
The NBLB Report summarizes as follows the U.S. government’s views on the needs for lithium and the expected growth of the lithium battery market:
“A robust, secure, domestic industrial base for lithium-based batteries requires access to a reliable supply of raw, refined, and processed material inputs…”
“The worldwide lithium battery market is expected to grow by a factor of 5 to 10 in the next decade.”
Is Lithium Poised for a Major Comeback?
An anticipated surge in demand, coupled with expanding supply capacities, indicates a potentially lucrative rebound for the lithium market which could present significant investment opportunities.
Statista reports that global lithium demand is expected to continue its upward trend through the coming year.
Fastmarkets predicts that U.S. lithium demand could skyrocket by nearly 500% by the end of the decade.
A lithium rebound could bode well for many lithium companies including Atlas Lithium Corporation (NASDAQ: ATLX).
The rebound in lithium stocks got underway in 2024 when the world’s largest miner of the metal, Albemarle revealed plans to cut production and spending. Smaller peer Arcadium Lithium quickly followed. The moves stirred hopes that lithium supplies would soon revert closer to current demand.
Investor enthusiasm continued in October of 2024 when the mining world’s second-largest enterprise, Rio Tinto, sealed a $6.7 billion deal to take over Arcadium. The acquisition will make Rio a top lithium supplier. Why did Rio Tinto make such a big move? The mining giant is moving to solidify its position when lithium prices are near cyclical lows.
Are there any compelling reasons for investors to consider buying lithium stocks now? Plenty.
Significant demand drivers are in place for lithium. Lithium is pivotal in the production of rechargeable batteries for mobile phones, laptops, digital cameras, and electric vehicles.
The International Energy Agency (IEA) projects that clean energy technologies will increase global demand for lithium by nearly 90% over the next two decades.
Strategic initiatives are underway to tighten lithium supply through mine closures and the deferral of new projects. These moves aim to address the excess supply that has contributed to the prolonged downturn in the lithium market.
Many oil and gas giants are foraying into lithium production as efforts to curb emissions gain momentum, amid the global transition from fossil fuels to cleaner energy. This includes Buffett’s Berkshire Hathaway Energy Renewables and Occidental Petroleum and ExxonMobil.
Recent M&A in the Lithium mining space should encourage further consolidation. In October of 2024, Rio Tinto agreed to buy Arcadium Lithium plc (ALTM) for $5.85 per share in cash, bringing the total value of the deal to $6.7 billion. In December of 2024, Australia’s Sayona Mining and U.S.-based Piedmont Lithium (PLL) agreed to merge in an all-stock transaction to form a unified lithium business. Pilbara Minerals Ltd. demonstrated further industry consolidation through its strategic acquisition of Latin Resources Ltd. for approximately $370 million, notably targeting assets in Brazil’s Lithium Valley near Atlas Lithium’s operations, which validated the region’s growing importance in the global lithium supply chain.
What’s Driving the Battery Metals Revolution?
The Battery Metals Market has seen substantial growth, driven primarily by the increasing demand for electric vehicles (EVs) and renewable energy storage solutions.
These battery metals are being utilized more frequently in batteries for consumer electronics, electric vehicles, and other uses. Brine and hard rock deposits found in countries with economies like China, the Americas, Australia, Canada, Brazil, and Portugal are sources of lithium metal. In lithium-ion batteries, cobalt is most frequently utilized as the cathode material. Nickel has a high energy density and storage capacity, making it a good choice for battery applications. Increased use of smartphones, tablets, and other electronic gadgets has positively impacted the global battery metal market.
According to recent market reports, the global battery metals market is currently valued at around $11.35 billion and is projected to reach $22.87 billion by 2033, growing at a CAGR of 8.1% due to increasing demand for electric vehicles and consumer electronics, with key battery metals including lithium, nickel, cobalt, manganese, and graphite; the Asia-Pacific region is the largest contributor to the market by revenue.
Leading Investment Bank Named ATLX as 2025 Top Pick
On January 28, 2025, H.C. Wainwright & Co., a respected U.S. investment bank, has designated Atlas Lithium (NASDAQ: ATLX) as one of its top picks for 2025, highlighting the company’s strategic positioning and growth potential. The investment bank’s analysis points to Atlas Lithium’s progression toward production, emphasizing the significance of its fully-paid DMS plant and the company’s strong partnerships with major lithium companies in Asia.
With a “BUY” recommendation, H.C. Wainwright’s research underscores Atlas Lithium’s potential to become a key player in the global lithium supply chain, particularly noting its advantageous position in Brazil’s Lithium Valley and the company’s efficient operational model.
In Summary
Lithium powerhouse Atlas Lithium (NASDAQ: ATLX) isuniquely positioned at the crossroads of two of the world’s most powerful resource trends — lithium and critical minerals.
As the largest holder of lithium exploration acreage in Brazil, ATLX sits at the heart of the next global lithium boom.
But what also sets it apart is its ~28% equity stake in Atlas Critical Minerals (OTCQB: JUPGF) — giving investors direct exposure to a vast portfolio of rare earths, titanium, graphite, uranium, copper, and nickel at a time when these materials have become the backbone of the global energy transition.
With global demand for battery metals and critical resources surging — and supply chains under pressure — companies capable of producing these materials securely and efficiently stand to benefit the most. Atlas Lithium is one of the few small-cap names that offer dual exposure to both markets, backed by Wall Street coverage, institutional investment from Mitsui, and industry-leading project economics featuring a 145% IRR and rapid 11-month payback.
As the world races toward electrification, Atlas Lithium represents a diversified gateway into the metals that power the modern economy. Its combination of lithium dominance, critical mineral leverage, and strategic partnerships positions ATLX as a company to watch — and potentially one of the most compelling growth opportunities in the global clean energy supply chain.
With world-class project economics, ultra-low costs, a rapid path to production, and strategic funding already in place, ATLX is emerging as a standout contender in the race to supply the next wave of global electrification!
ATLX is ticking every box:
– Billion-dollar neighbors – Government fast-track support – Strategic partnerships – Experienced leadership with equity skin in the game – Major processing plant in-country – Offtake deals signed
And it’s doing all of this with a sub-$140M market cap—a rounding error for majors circling the space.
Backed by experienced leadership, regulatory clarity, and a pipeline of high-potential assets, the company is executing on a clear and compelling roadmap toward scalable, high-margin lithium production.
As the company continues to execute on its expansion plans across its promising Brazilian lithium assets, ATLX intends to capitalize on the surging global demand for critical battery materials and delivering substantial value in the rapidly evolving clean energy landscape.
Atlas Lithium Corporation (NASDAQ: ATLX) could be the most undervalued, multi-asset miner ready to ride the energy revolution. Start your research!
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Just For You
Nuclear Energy Earnings: Which Names Won and Lost in Q3
Written by Leo Miller. Published 11/18/2025.
Key Points
Nuclear energy stocks have seen broad-based strength in 2025, but have recently taken big blows.
NuScale Power, Constellation Energy, and Oklo, three of the most discussed stocks in this space, recently reported earnings.
See how each fared in Q3, based on the market’s reaction and analysts’ assessments.
2025 has been characterized by several key investment themes, such as artificial intelligence (AI), quantum computing, and memory chip stocks. Not least among these is the market’s attraction to nuclear energy stocks. As of the Nov. 17 close, the VanEck Uranium and Nuclear ETF (NYSEARCA: NLR) has delivered a total return of 55%.
Many high-profile nuclear stocks recently reported Q3 earnings. Below, we dive into the results and detail which firms impressed investors and which disappointed.
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As with many small, pre-revenue nuclear companies, 2025 has been a roller coaster for NuScale Power (NYSE: SMR). Through mid-October, shares were up nearly 200%; since then the stock has collapsed, down about 61% from its peak.
Much of the decline followed the firm’s disappointing Q3 earnings report.
The company generated less revenue than expected and posted a large loss of $1.85 per share, versus analysts’ forecast of an 11-cent loss.
The miss was mainly due to NuScale’s $128.5 million payment to ENTRA1 Energy, intended to fast-track a major deployment of six gigawatts of nuclear energy in partnership with the Tennessee Valley Authority.
While the payment is meant to accelerate project timelines, it created a substantial near-term financial hit, and the market reacted negatively.
Shares fell 14% on Nov. 6 and have traded lower since. Since the report, NuScale is down about 45%, with Royal Bank of Canada lowering its price target from $35 to $32.
Constellation Misses, but Calpine Deal Leaves Investors Sanguine
Next up is Constellation Energy (NASDAQ: CEG), the United States’ largest operator of nuclear facilities. Shares of CEG are down around 16%since their mid-October highs, but have still delivered a total return of 52% year-to-date.
Constellation reported Q3 earnings before the market opened on Nov. 7. Despite missing on both sales and adjusted earnings per share (EPS), the stock gained about 2% that day.
That modest rally likely reflected Constellation holding the midpoint of its full-year adjusted EPS guidance and positive news on its acquisition of Calpine, which it expects to close by year-end.
The deal would make Constellation the nation’s largest clean-energy provider, giving the firm coast-to-coast scale. Constellation expects the acquisition to boost adjusted EPS by more than 20% in 2026 and to add at least $2 per share to EPS for multiple years thereafter. That is notable given it expects adjusted EPS of $9.05 to $9.45 in 2025. Analysts at Citigroup raised their price target from $337 to $368, signaling longer-term confidence despite the near-term weakness.
Oklo Receives Multiple Positive Price Targets After Regulatory Success
Oklo (NYSE: OKLO) reported a wider-than-expected loss per share of 20 cents versus an expected 13-cent loss. Like NuScale, the company is pre-revenue. Despite the EPS miss, shares rose nearly 7% the day after the earnings release.
The rally was driven by an important regulatory milestone: the U.S. Department of Energy approved Oklo’s Nuclear Safety Design Agreement for its Aurora Fuel Fabrication Facility, where the company plans to recycle used nuclear fuel for next-generation reactors.
Analysts responded with several strong price targets. B. Riley more than doubled its target from $58 to $129. Wedbush and Cantor Fitzgerald issued $150 and $122 targets, respectively. Even Bank of America’s trimmed forecast—from $117 to $111—was relatively measured, leaving the overall analyst reaction broadly positive.
Despite the enthusiasm, shares remain down around 45% since their mid-October high, reflecting the broader pullback in many high-flying and speculative nuclear names. Still, Oklo shares are up nearly 350% year-to-date, underscoring continued speculative interest.
Nuclear Stocks Continue to Get Beaten Down
Lately, nuclear stocks have struggled as a group. Since Oct. 15, the VanEck Uranium and Nuclear ETF (NLR) is down by about 23%.
Among the three names above, Oklo’s Q3 resultsappear to have been the most well-received. Still, the stock market is trimming many of 2025’s high-flying nuclear stories back to earth.
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