$131.44+0.17 (+0.13%)(As of 04:00 PM ET)30 DAY PERFORMANCE-7.85% 90 DAY PERFORMANCE +6.83%1 YEAR PERFORMANCE +45.33%
MARKET CAPITALIZATION
$8.56B
P/E RATIO
10.67
DIVIDEND YIELD
2.28%
ABOUT POPULAR
Popular, Inc., headquartered in San Juan, Puerto Rico, is a financial holding company and a leading provider of banking services in the United States mainland and Puerto Rico. Through its primary subsidiaries—Banco Popular de Puerto Rico and Popular Bank—the company delivers comprehensive commercial and consumer banking solutions. It offers deposit products, lending facilities, cash management services and payment-processing solutions designed for individuals, small businesses and large corporations. The company’s product suite encompasses checking and savings accounts, certificates of… Read Full Profile ▷
BPOP COMPANY CALENDAR
DEC 5, 2025Ex-Dividend for 1/2 DividendJAN 2, 2026Dividend PayableJAN 27, 2026Last EarningsMAR 17, 2026TodayMAR 18, 2026Ex-Dividend for 4/1 DividendAPR 1, 2026Dividend PayableAPR 22, 2026Next Earnings (Estimated)DEC 31, 2026Fiscal Year End
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Can the differentiated cybersecurity stock Rubrik stage a recovery with its shares down over 30% in 2026? The several factors point to the answer being yes.Read The Full Story ▷
Palantir and NVIDIA are launching a sovereign AI system that lets governments and enterprises control their data while deploying AI infrastructure at scaleRead The Full Story ▷
Ollie’s Bargain Outlet posted strong revenue growth in Q4 despite slim misses on earnings and guidance, with both comp-store sales and store expansion outpacing expectations.
The Big Lots bankruptcy is creating a customer conversion opportunity that analysts believe has years left to play out—and isn’t yet reflected in the stock price.
Institutional investors own nearly all of the float and have been steady buyers, backing a company that funds its own growth and trades below every analyst’s target.
Ollie’s Bargain Outlet’s (NASDAQ: OLLI) stock price downtrend is over. The Q4 2025 results are in, and they reaffirmed a robust outlook. Although the report was below the consensus forecast and guidance followed suit, the misses were slim, growth and outlook are robust, and the weakness wasn’t as unexpected as the consensus suggested.
Analysts at RBC issued cautionary statements ahead of the release while highlighting the company’s position, aggressive expansion, and potential for outperformance in the coming years. In their view, the Big Lots bankruptcy and customer conversion to Ollie’s are multi-year events yet to play out, and it’s not priced into the stock.
Ollie’s had a strong quarter despite revenue growth falling short of the consensus estimate. The company’s $779.26 million in net revenue is up 16.8% year-over-year, well ahead of competitors, underpinned by better-than-expected comp and store-count growth. The comp came in at 3.6%, slightly better than RBC’s forecast, while store count increased by 15.4%.
Margin news is also solid despite falling short, with spending control and revenue leverage offsetting store opening expenses. Adjusted EPS missed the consensus by two cents, but the miss is slim, and earnings growth outpaced revenue by a narrow margin. Looking ahead, opening expenses are coming and should return to trend, providing visibility into margin and earnings quality improvements over the next two to three years.
Guidance is likewise tepid relative to MarketBeat’s reported consensus, narrowly falling short of consensus, although expecting solid growth. As it stands, the company expects revenue in the range of $2.985 billion to $3.013 billion, with a midpoint just short of the $3 billion consensus, and an earnings midpoint of $4.45 versus $4.53 expected, which amounts to about 10% on the top line.
Ollie’s Cautious Guidance Sets Stage for Bullish Revision Cycle
Among the opportunities for investors is the potential for cautious guidance, which is significant. Not only is there last year’s 15.4% store-count growth to consider, but the company plans to add another 11.6% in stores this year, and there are other tailwinds brewing. Analysts forecast potential for consumer tailwinds tied to tax season. Not only are returns being delivered, but the average check is more than 10% larger than last year, providing liquidity to Ollie’s consumer base. In this scenario, Ollie’s will outperform guidance, improve it as the year progresses, leading analysts into a similarly bullish cycle.
Ollie’s carries a Moderate Buy consensus rating with no Sell ratings among the 16 analysts tracked by MarketBeat. No revisions were issued immediately after the Q4 release, but several analysts commented, highlighting the growth potential and strength in loyalty members (up 12.1%), while expressing concern about future comparisons. Not all believe in the long-term strength of the Big Lots conversion, but the group is bullish on the stock price, forecasting an average upside of roughly 30%. Ollie’s stock trades below the low end of the analysts’ range in early March, underscoring the deep-value opportunity and potential for a rebound.
Institutions reveal the real opportunity, as they own almost 100% of this stock and buy on a quarterly basis. Reasons for them to own it include the fortress balance sheet, self-funded growth, growth outlook, and cash flow. The capital return potential adds another layer.
The company doesn’t pay dividends, choosing to reinvest instead, but it does buy back shares in sufficient quantity to offset any dilution. The share count decline is incremental, but there, providing a base from which future returns can grow. Competitors and industry leaders such as TJX Companies (NYSE: TJX) are well-known dividend and share-repurchase machines, a status Ollie’s is growing into.
Ollie’s stock price hit rock bottom late in 2025, rebounded quickly, and retested the level again in early 2026. Following the guidance update, shares rose more than 5%, confirming support at this crucial level. This level is significant because it was a resistance target set in 2019 that was broken in early 2025 and is now confirmed as a new, strong support level for this market. The likely outcome is that this market will continue advancing in 2026, potentially accelerating the move as the year progresses.
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Conflict in Iran has sent oil prices up, prompting some experts to worry that stagflation, or low economic growth and high inflation, could be possible for the U.S. economy.
Privacy Policy | Advertiser DisclosureDISCLAIMER: Stocks and options trading have large potential rewards, but also large potential risk. You must be aware of the risks and be willing to accept them in order to invest in the stocks and options markets. Don’t trade with money you can’t afford to lose. This is neither a solicitation nor an offer to Buy/Sell stocks or options. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed in this report. The past performance of any trading system or methodology is not necessarily indicative of future results. All trades, patterns, charts, systems, etc., discussed in this report are for illustrative purposes only and not to be construed as specific advisory recommendations. Information contained in this correspondence is intended for informational purposes only and was obtained from sources believed to be reliable. Information is in no way guaranteed. No guarantee of any kind is implied or possible where projections of future conditions are attempted.
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This information is disseminated on behalf of Metalla Royalty & Streaming.
*MTA* Shows Signs of life at the open Runs then pulls back a bit BUT…
The post market ticker tape is back over $8.00…
We’re gonna keep this one going. Gold Was down but this was Up!!
there’s more unfolding to this story.. We can feel it!
So here we go!
ROUND 2 Starts tomorrow!
*NYSE:MTA*
and this still looks GOLDEN (6 month chart)
Full report below compensation in the disclaimer.
Metalla Royalty & Streaming (MTA): A High-Margin Gateway to Strong Gold, Resilient Silver, and Copper’s Structural Supply Crunch!
MTA is Leveraged Exposure to Record Gold, Surging Silver, and Copper’s Structural Supply Crunch — Without the Operational Risk of Mining!
Greetings All,
Gold has reasserted itself as a monetary anchor in an era defined by inflation persistence, sovereign debt expansion, and central bank accumulation. Silver’s dual role as both a store of value and a critical industrial input is amplifying upside pressure as renewable energy and electrification demand accelerates. Copper, meanwhile, is increasingly viewed as a strategic metal essential to energy security, electric vehicles, and next-generation infrastructure—just as new supply struggles to come online.
Within this backdrop, companies that can offer leveraged exposure to all three metals—without the capital intensity and operational volatility of mining—stand out.
Metalla Royalty & Streaming (NYSE: MTA) is emerging as one of those differentiated platforms.
A Royalty Model Built for Margin Expansion
MTA operates a royalty and streaming model, meaning it provides capital to mining operators in exchange for a percentage of future production or revenue. It does not operate mines. It does not bear sustaining capital costs. It does not face labor disputes, environmental liabilities, or cost overruns!
Instead, itreceives top-line exposure to metal prices and production growth.
In a rising price environment—especially one where cost inflation pressures miners—this model can produce expanding margins and scalable cash flow. As production increases across its underlying assets, revenue can grow without proportional increases in expenses. That structural advantage becomes particularly powerful during strong commodity cycles like the one that has been unfolding. Gold and silver hit record highs in early 2026.
A Clear Financial Inflection Point
The third quarter of 2025 marked a defining milestone. MTAreported its first-ever profitable quarter, with revenue more than doubling year-over-year to $4 million and net income turning positive.
Management characterized the quarter as a “step-change” moment—signaling that the company’s portfolio has reached the scale necessary to generate sustainable earnings.
This transition from portfolio builder to cash-flow generator is critical. Royalty companies often require years of disciplined asset accumulation before meaningful earnings materialize.
With profitability now established and multiple development assets advancing toward production, MTAappears to be entering a new phase of financial maturity.
Diversified Exposure Across Gold, Silver, and Copper
MTA’s portfolio includes approximately 100 royalties spanning producing, development, and exploration-stage assets across gold, silver, and copper.
This diversification reduces reliance on any single project while embedding multiple pathways to upside through mine expansions, restarts, feasibility updates, and exploration success.
Its exposure aligns closely with the dominant macro forces of 2026.
Gold’s surge reflects monetary hedging and central bank demand. Silver’s breakout is supported by accelerating industrial usage in solar and electrification. Copper faces projected structural supply deficits as electric vehicles, renewable infrastructure, and AI-driven data centers expand globally.
By holding royalties across all three metals, MTA captures both precious-metal monetary demand and base-metal industrial growth.
Built-In Catalysts Without Additional Capital Risk
A distinguishing feature of the royalty model is perpetual optionality. As operators advance projects, expand capacity, extend mine lives, or discover additional resources, the royalty holder benefits automatically—without investing incremental capital.
MTA’s portfolio includes numerous near-term catalysts: mine restarts, production ramp-ups, staged expansions, permitting milestones, and construction decisions across multiple jurisdictions. Each development has the potential to increase attributable production and royalty revenue, reinforcing the company’s ability to compound cash flow over time.
Institutional Validation and Strategic Capital
Another noteworthy development has been institutional interest. Public disclosures revealed that affiliated entities of Tether collectively hold approximately 8.9% of MTA’s outstanding shares.
As one of the largest physical gold buyers in recent quarters, Tether-linked capital entering the royalty space highlights a broader convergence between digital liquidity and hard-asset exposure.
While the investment remains passive, the presence of a well-capitalized and globally recognized financial player adds visibility and may signal confidence in the long-term thesis surrounding precious metals and diversified royalty platforms.
Why Streaming and Royalties Can Outperform Traditional Mining in Volatile Commodity Cycles
Unlike traditional mining companies, royalty and streaming businesses do not operate mines, manage labor forces, fund sustaining capital, or absorb cost overruns.
Instead, they provide upfront financing to operators in exchange for a percentage of future production (royalties) or the right to purchase metal at predetermined, discounted prices (streams).
This structure allows them to maintain exposure to rising gold, silver, and copper prices while avoiding many of the operational risks that can erode margins during inflationary periods.
When energy, labor, or equipment costs rise, miners feel the pressure directly—royalty and streaming companies generally do not. As production grows or metal prices increase, their revenue can scale with minimal incremental expense.
The Bottom Line
The metals breakout seen in early 2026 was driven by monetary instability, industrial transformation, and strategic de-risking from concentrated supply chains. Gold’s record highs, silver’s industrial acceleration, and copper’s tightening structural supply picture together form a powerful macro backdrop.
Within this environment, Metalla Royalty & Streaming (MTA) offers leveraged exposure to all three metals through a diversified, high-margin royalty model that minimizes operational risk while maximizing upside participation.
With its first profitable quarter behind it, a deep pipeline of catalysts ahead, and growing institutional attention, MTA appears increasingly positioned to benefit. Start your research!
Disclaimer
Hugealerts.com and Tradingwire.com are owned by Sideways Frequencey LLC (“Sideways Frequency”). Press releases, research reports, company profiles and other investor relations materials, publications or presentations, including web content (investor awareness services) released by Hugealerts.com and Tradingwire.com are based on publicly available data obtained from sources we believe to be reliable but are not guaranteed as to accuracy and are not purported to be complete. As such, the information should not be construed as advice designed to meet the particular investment needs of any investor. Furthermore, some of the content contained in our publications and websites may contain forward-looking statements found in information made publicly available by the companies we highlight. This forward looking information fits within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 including statements regarding future possible events, expected continual growth of a company, the potential value of its securities, and look forward in time which include everything other than historical information, involve risk and uncertainties that may affect a company’s actual results of operation. We therefore strongly encourage that you visit and review any and all financial information made publicly available by highlighted companies. Any opinions expressed in Hugealerts.com and Tradingwire.com reports, company profiles, or other investor relations materials and presentations are subject to change, are expressed and given as of the date of publication, and we disclaim any obligation to advise you of any change in any information contained herein. The information contained herein is not intended to be used as the basis for investment decisions and should not be construed as advice intended to meet the particular investment needs of any investor. The information contained herein is not a representation or warranty and is not an offer or solicitation of an offer to buy or sell any security. To the fullest extent of the law, Hugealerts.com,Tradingwire.comand their affiliates, specialists, advisors, and partners will not be liable to any person or entity for the quality, accuracy, completeness, reliability or timeliness of the information provided, or for any direct, indirect, consequential, incidental, special or punitive damages that may arise out of the use of information provided to any person or entity (including but not limited to lost profits, loss of opportunities, trading losses and damages that may result from any inaccuracy or incompleteness of this information). Stock market investing is inherently risky. Hugealerts.com, Tradingwire.com and their affiliates are not responsible for any gains or losses that result from the opinions expressed in press releases, on this website, in its research reports, company profiles or in other investor relations materials or presentations that it publishes electronically or in print. We strongly encourage all investors to conduct their own research before making any investment decision. For more information on stock market investing, visit the Securities and Exchange Commission (“SEC”) at www.sec.gov. and/or the Ontario Securities Commission (“OSC”) at www.osc.gov.on.ca. and/or the British Columbia Securities Commission (“BCSC”) at https://www.bcsc.bc.ca/.
Income Disclosure
Sideways Frequency has been retained by Metalla Royalty and streaming LTD (NYSE:MTA).and has received cash compensation of $150,000.00 to perform promotional and advertising services for a limited time. This agreement has been ongoing since February 2026 and is related to the engagement of investor awareness services for Metalla Royalty and streaming LTD (NYSE:MTA).. Sideways Frequency, Hugealerts.com, Tradingwire.com and their partners and affiliates may buy and sell shares of securities or options and warrants of the companies mentioned on this website at any time.
Sideways Frequency LLC and its affiliates may buy and sell shares of securities or options and warrants of the companies mentioned in this publication or website at any time but are not and will not at any time become affiliates or owners of more than 5% of the issued and outstanding stock of the highlighted companies.
Sideways Frequency and its beneficial owners and affiliates, including Hugealerts.com andTradingwire.com do not own any shares in Metalla Royalty and streaming LTD (NYSE:MTA).
Investor awareness services and programs are designed to help small-cap companies communicate their investment characteristics. Sideways Frequency, Hugealerts.com, Tradingwire.comand their investor awareness services include the preparation of a research profile(s), multimedia marketing, and other awareness services based on the publicly available information of our clients and prepared by our partners. As such, our opinion is neither unbiased nor independent, and you should consider that when evaluating our statements regarding Metalla Royalty and streaming LTD (NYSE:MTA).
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This information is disseminated on behalf of Metalla Royalty & Streaming.
*MTA* Shows Signs of life at the open Runs then pulls back a bit BUT…
The post market ticker tape is back over $8.00…
We’re gonna keep this one going. Gold Was down but this was Up!!
there’s more unfolding to this story.. We can feel it!
So here we go!
ROUND 2 Starts tomorrow!
*NYSE:MTA*
and this still looks GOLDEN (6 month chart)
Full report below compensation in the disclaimer.
Metalla Royalty & Streaming (MTA): A High-Margin Gateway to Strong Gold, Resilient Silver, and Copper’s Structural Supply Crunch!
MTA is Leveraged Exposure to Record Gold, Surging Silver, and Copper’s Structural Supply Crunch — Without the Operational Risk of Mining!
Greetings All,
Gold has reasserted itself as a monetary anchor in an era defined by inflation persistence, sovereign debt expansion, and central bank accumulation. Silver’s dual role as both a store of value and a critical industrial input is amplifying upside pressure as renewable energy and electrification demand accelerates. Copper, meanwhile, is increasingly viewed as a strategic metal essential to energy security, electric vehicles, and next-generation infrastructure—just as new supply struggles to come online.
Within this backdrop, companies that can offer leveraged exposure to all three metals—without the capital intensity and operational volatility of mining—stand out.
Metalla Royalty & Streaming (NYSE: MTA) is emerging as one of those differentiated platforms.
A Royalty Model Built for Margin Expansion
MTA operates a royalty and streaming model, meaning it provides capital to mining operators in exchange for a percentage of future production or revenue. It does not operate mines. It does not bear sustaining capital costs. It does not face labor disputes, environmental liabilities, or cost overruns!
Instead, itreceives top-line exposure to metal prices and production growth.
In a rising price environment—especially one where cost inflation pressures miners—this model can produce expanding margins and scalable cash flow. As production increases across its underlying assets, revenue can grow without proportional increases in expenses. That structural advantage becomes particularly powerful during strong commodity cycles like the one that has been unfolding. Gold and silver hit record highs in early 2026.
A Clear Financial Inflection Point
The third quarter of 2025 marked a defining milestone. MTA reported its first-ever profitable quarter, with revenue more than doubling year-over-year to $4 million and net income turning positive.
Management characterized the quarter as a “step-change” moment—signaling that the company’s portfolio has reached the scale necessary to generate sustainable earnings.
This transition from portfolio builder to cash-flow generator is critical. Royalty companies often require years of disciplined asset accumulation before meaningful earnings materialize.
With profitability now established and multiple development assets advancing toward production, MTAappears to be entering a new phase of financial maturity.
Diversified Exposure Across Gold, Silver, and Copper
MTA’s portfolio includes approximately 100 royalties spanning producing, development, and exploration-stage assets across gold, silver, and copper.
This diversification reduces reliance on any single project while embedding multiple pathways to upside through mine expansions, restarts, feasibility updates, and exploration success.
Its exposure aligns closely with the dominant macro forces of 2026.
Gold’s surge reflects monetary hedging and central bank demand. Silver’s breakout is supported by accelerating industrial usage in solar and electrification. Copper faces projected structural supply deficits as electric vehicles, renewable infrastructure, and AI-driven data centers expand globally.
By holding royalties across all three metals, MTA captures both precious-metal monetary demand and base-metal industrial growth.
Built-In Catalysts Without Additional Capital Risk
A distinguishing feature of the royalty model is perpetual optionality. As operators advance projects, expand capacity, extend mine lives, or discover additional resources, the royalty holder benefits automatically—without investing incremental capital.
MTA’s portfolio includes numerous near-term catalysts: mine restarts, production ramp-ups, staged expansions, permitting milestones, and construction decisions across multiple jurisdictions. Each development has the potential to increase attributable production and royalty revenue, reinforcing the company’s ability to compound cash flow over time.
Institutional Validation and Strategic Capital
Another noteworthy development has been institutional interest. Public disclosures revealed that affiliated entities of Tether collectively hold approximately 8.9% of MTA’s outstanding shares.
As one of the largest physical gold buyers in recent quarters, Tether-linked capital entering the royalty space highlights a broader convergence between digital liquidity and hard-asset exposure.
While the investment remains passive, the presence of a well-capitalized and globally recognized financial player adds visibility and may signal confidence in the long-term thesis surrounding precious metals and diversified royalty platforms.
Why Streaming and Royalties Can Outperform Traditional Mining in Volatile Commodity Cycles
Unlike traditional mining companies, royalty and streaming businesses do not operate mines, manage labor forces, fund sustaining capital, or absorb cost overruns.
Instead, they provide upfront financing to operators in exchange for a percentage of future production (royalties) or the right to purchase metal at predetermined, discounted prices (streams).
This structure allows them to maintain exposure to rising gold, silver, and copper prices while avoiding many of the operational risks that can erode margins during inflationary periods.
When energy, labor, or equipment costs rise, miners feel the pressure directly—royalty and streaming companies generally do not. As production grows or metal prices increase, their revenue can scale with minimal incremental expense.
The Bottom Line
The metals breakout seen in early 2026 was driven by monetary instability, industrial transformation, and strategic de-risking from concentrated supply chains. Gold’s record highs, silver’s industrial acceleration, and copper’s tightening structural supply picture together form a powerful macro backdrop.
Within this environment, Metalla Royalty & Streaming (MTA) offers leveraged exposure to all three metals through a diversified, high-margin royalty model that minimizes operational risk while maximizing upside participation.
With its first profitable quarter behind it, a deep pipeline of catalysts ahead, and growing institutional attention, MTA appears increasingly positioned to benefit. Start your research!
Disclaimer
Hugealerts.com and Tradingwire.com are owned by Sideways Frequencey LLC (“Sideways Frequency”). Press releases, research reports, company profiles and other investor relations materials, publications or presentations, including web content (investor awareness services) released by Hugealerts.com and Tradingwire.com are based on publicly available data obtained from sources we believe to be reliable but are not guaranteed as to accuracy and are not purported to be complete. As such, the information should not be construed as advice designed to meet the particular investment needs of any investor. Furthermore, some of the content contained in our publications and websites may contain forward-looking statements found in information made publicly available by the companies we highlight. This forward looking information fits within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 including statements regarding future possible events, expected continual growth of a company, the potential value of its securities, and look forward in time which include everything other than historical information, involve risk and uncertainties that may affect a company’s actual results of operation. We therefore strongly encourage that you visit and review any and all financial information made publicly available by highlighted companies. Any opinions expressed in Hugealerts.com and Tradingwire.com reports, company profiles, or other investor relations materials and presentations are subject to change, are expressed and given as of the date of publication, and we disclaim any obligation to advise you of any change in any information contained herein. The information contained herein is not intended to be used as the basis for investment decisions and should not be construed as advice intended to meet the particular investment needs of any investor. The information contained herein is not a representation or warranty and is not an offer or solicitation of an offer to buy or sell any security. To the fullest extent of the law, Hugealerts.com,Tradingwire.com and their affiliates, specialists, advisors, and partners will not be liable to any person or entity for the quality, accuracy, completeness, reliability or timeliness of the information provided, or for any direct, indirect, consequential, incidental, special or punitive damages that may arise out of the use of information provided to any person or entity (including but not limited to lost profits, loss of opportunities, trading losses and damages that may result from any inaccuracy or incompleteness of this information). Stock market investing is inherently risky. Hugealerts.com, Tradingwire.com and their affiliates are not responsible for any gains or losses that result from the opinions expressed in press releases, on this website, in its research reports, company profiles or in other investor relations materials or presentations that it publishes electronically or in print. We strongly encourage all investors to conduct their own research before making any investment decision. For more information on stock market investing, visit the Securities and Exchange Commission (“SEC”) at www.sec.gov. and/or the Ontario Securities Commission (“OSC”) at www.osc.gov.on.ca. and/or the British Columbia Securities Commission (“BCSC”) at https://www.bcsc.bc.ca/.
Income Disclosure
Sideways Frequency has been retained by Metalla Royalty and streaming LTD (NYSE:MTA).and has received cash compensation of $150,000.00 to perform promotional and advertising services for a limited time. This agreement has been ongoing since February 2026 and is related to the engagement of investor awareness services for Metalla Royalty and streaming LTD (NYSE:MTA).. Sideways Frequency,Hugealerts.com, Tradingwire.com and their partners and affiliates may buy and sell shares of securities or options and warrants of the companies mentioned on this website at any time.
Sideways Frequency LLC and its affiliates may buy and sell shares of securities or options and warrants of the companies mentioned in this publication or website at any time but are not and will not at any time become affiliates or owners of more than 5% of the issued and outstanding stock of the highlighted companies.
Sideways Frequency and its beneficial owners and affiliates, including Hugealerts.com and Tradingwire.com do not own any shares in Metalla Royalty and streaming LTD (NYSE:MTA).
Investor awareness services and programs are designed to help small-cap companies communicate their investment characteristics. Sideways Frequency, Hugealerts.com, Tradingwire.com and their investor awareness services include the preparation of a research profile(s), multimedia marketing, and other awareness services based on the publicly available information of our clients and prepared by our partners. As such, our opinion is neither unbiased nor independent, and you should consider that when evaluating our statements regarding Metalla Royalty and streaming LTD (NYSE:MTA).
I’m thrilled to see you’re all signed up for FutureProof 2026.
The predictions I share at the event will no doubt feel very shocking.
You’re going to witness how fast the fate of the world’s biggest AI companies can turn around and wipe out virtually all the wealth they have created over the past three years.
The good news is that I’ll be sharing specifics on where I believe this $10 Trillion wealth transfer will move next — down to the names and tickers of specific stocks.
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Upgrade to a FutureProof 2026 VIP right now, if you haven’t done so already.
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Inside this report, you’ll get a list of three of my favorite stocks that are significantly outperforming the Mag 7 so far in 2026.
These “asset heavy” companies are a bellwether of the regime change that I predict will kick off in earnest when the $10 Trillion Market Shock hits on April 24th.
Mag 7 Killer #1: One of America’s most prolific energy producers firmly positioned to fuel America’s AI buildout…
Mag 7 Killer #2: Offshore driller whose blockbuster merger announcement could create the most powerful deep-sea drilling company in history…
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That’s the number NVIDIA CEO Jensen Huang put on the table at this year’s NVIDIA GPU Technology Conference known as GTC. He wasn’t referring to the market cap of his company, which is far beyond that level. He was referring to the amount of revenue he expects NVIDIA will earn from 2025 to 2027.
And that implies NVIDIA is on a path to generate roughly $500 billion in 2027 alone. Only Walmart (WMT) and Amazon (AMZN) have more annual sales than that.
This is an extraordinary figure. And the reason for this is simple… AI-driven demand continues to increase, just as we’ve been predicting at Brownstone Research.
Since the release of ChatGPT in late 2022, NVIDIA estimates that token generation demand per AI task has increased 10,000x. At the same time, overall model usage has surged 100x. Together, that implies a 1,000,000x increase in compute demand in just a couple of years.
Huang doesn’t believe this is going to slow down either. Neither do we. Frontier AI model companies are clamoring for more compute. He said:
It’s the feeling that OpenAI has, it’s the feeling that Anthropic has. If they could just get more capacity, they could generate more tokens, their revenues would go up, more people could use it, the more advanced, the smarter the AI could become.
We are now at that positive flywheel system, we have reached that moment… the inference inflection has arrived.
It’s important to understand this quote. OpenAI, Anthropic, Google, xAI and Meta are all operating with the same mindset. If they can access more compute, they can scale their products, improve performance, and generate more value.
That’s why Huang described this moment as an inflection point. The industry has entered a self-reinforcing loop where demand for compute feeds on itself. The more capacity that comes online, the more it gets used.
The Next Wave Is Even Bigger
What most investors still don’t appreciate is what comes next. We are moving beyond simple prompts and responses and into the era of autonomous AI agents.
These systems don’t just answer questions. They run workflows, write code, analyze data, and make decisions. And importantly, they operate continuously.
With the release of OpenClaw – the open-source agentic AI platform that Jeff’s been covering in The Bleeding Edge – it’s now easier than ever for individuals to program their own AI agents that will continuously do work for them.
Now OpenClaw is designed to run locally on a computer, but the reality is that meaningful workloads will still be pushed into hyperscale environments where compute can scale efficiently.
This shift matters because persistent, always-on AI systems consume far more compute than the first wave of chatbot-style interactions. Which means the next surge in demand will be even greater.
And it’s not just OpenClaw. Another leading player in AI software, Perplexity, just recently launched Perplexity Computer, which has the ability to leverage all frontier AI models. Rather than being open-sourced like OpenClaw, Perplexity Computer has been productized with platform security and ease of use in mind. No programming skills are required at all.
The Problem We Can No Longer Ignore
This brings us to the real constraint… Not chips. Not software. Not capital.
Electricity.
If NVIDIA hits the scale Jensen Huang is signaling, we’re no longer talking about incremental growth in data center capacity. We’re talking about a step-function increase in global power demand.
Let’s walk through what that actually looks like.
Assume NVIDIA reaches roughly $500 billion in annual revenue by 2027, driven primarily by its next-generation Vera and Rubin systems, alongside current Grace and Blackwell platforms.
At that scale, we’re looking at deployments on the order of millions of GPUs.
Using NVIDIA’s NVL72 architecture as a baseline, each rack contains 72 GPUs and 36 CPUs. To support that level of revenue, we arrive at roughly 125,000 racks – about 9 million GPUs – deployed globally.
Now consider the power draw. Each of these racks consumes approximately 200 kilowatts. Multiply that across the full deployment, and we’re already at 25 gigawatts of electricity demand just to run the compute hardware.
But that’s only part of the story.
Modern AI data centers require advanced cooling systems, networking infrastructure, and redundancy layers. When we account for total facility overhead using a typical power usage effectiveness (PUE) factor of 1.3, total demand rises to roughly 32 to 33 gigawatts.
And that’s just NVIDIA. Once we factor in AMD systems and the growing use of custom application-specific semiconductors for AI by hyperscalers, total demand quickly approaches 60 to 65 gigawatts.
That’s the true scale of what’s coming.
A Growing Gap Between Supply and Demand
And this is where the problem becomes clear.
A majority of these AI data centers are being built on U.S. soil. Last year, the United States added about 53 gigawatts of new power generation capacity, the highest level since 2002. On the surface, that sounds like progress.
But it’s not nearly enough. Even more concerning is what kind of power we’re adding.
According to the EIA, roughly 65% of new capacity is coming from solar and wind, both of which are intermittent energy sources. Another 28% is going toward battery storage, which helps manage variability but does not generate new electricity.
When we strip all of that out, only about 7% of new capacity – roughly 6.5 gigawatts – is true baseload power capable of running continuously, the kind necessary to power AI factories.
And we’re adding only a fraction of that in reliable, always-on power.
Even under the most optimistic projections, we’re nowhere close to closing that gap. And historically, actual buildouts fall well short of what’s planned.
Yes, we can attempt to reroute intermittent energy toward less critical use cases and reserve baseload power for AI. But that’s a temporary fix, not a scalable solution.
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The Biggest Bottleneck in AI
New power is the biggest hurdle that Jensen Huang and NVIDIA face in realizing their lofty revenue targets. And this problem will get worse every year. NVIDIA’s growth doesn’t stop in 2027. Not even close.
Wall Street is already projecting another 20% growth in 2028, pushing revenue over $600 billion. If I were to make a bet, I’d take the over on that number.
And every incremental dollar of that growth means more electricity. This is the constraint Jensen is solving for.
He needs more than just faster chips. He needs a new deployment model for compute itself.
This is what made one of the most important announcements at GTC so easy to miss.
NVIDIA Looks Beyond Earth
Huang didn’t just talk about next-generation systems for terrestrial data centers. He introduced something entirely different.
The NVIDIA Space-1 Vera Rubin module.
NVIDIA GTC Presentation | Source: NVIDIA
At first glance, it looks like a compact version of NVIDIA’s terrestrial GPU architecture. As we can see, the architecture pairs two Rubin GPUs with a single Vera CPU on a highly specialized board.
But that misses the point entirely. This system wasn’t designed for Earth. It was designed for orbital AI data centers.
Operating in space introduces a completely different set of challenges. Radiation constantly interferes with electronics, causing errors that can crash traditional systems. Instead of relying on slower, hardened chips, NVIDIA engineered around the problem.
The system runs duplicate computations across paired GPUs and compares the results in real time, instantly correcting any discrepancies. Combined with advanced error correction at the memory level, this creates a highly resilient architecture capable of operating in one of the harshest environments imaginable.
And despite those constraints, performance is staggering. The module delivers a 25x leap over prior generations, enabling real-time AI inference, autonomous decision-making, and even orbital training of advanced AI models.
A specific launch date has not yet been announced. But NVIDIA said six companies are already using its accelerated computing platforms to power next-generation space missions.
Contenders in the Space-Based Data Center Buildout
This is also why Elon Musk is looking towards outer space to expand AI data centers with his constellation of one million satellites.
In our latest issue of The Near Future Report, we said:
On Earth, building new power plants takes years. Transmission lines take even longer. Regulators slow everything down. Communities fight new infrastructure. And even when projects are approved, data centers compete for the same finite grid capacity.
But in low Earth orbit, those constraints disappear.
Approvals are easier to obtain. There is no NIMBY-ism fighting the construction. And no waiting years for utility hookups. Each AI satellite launches with its own power generation attached.
In space, solar panels generate about five times more electricity than they do on the ground. And they operate nearly 24 hours a day. Low Earth orbit (LEO) has no clouds, no inclement weather, and no night cycles when in sun-synchronous orbit.
That’s why Musk is thinking beyond terrestrial data centers.
And we are confident that Musk will achieve this.
Once Starship drives launch costs down toward $100 per kilogram – which we believe is achievable by 2028 based on the current trajectory – the economics of compute begin to shift in a way most investors aren’t prepared for.
At that point, orbital AI data centers will be the most cost efficient way to generate AI compute.
No land constraints. No grid bottlenecks. No cooling limitations. No permits to worry about. Just scalable, limitless free energy infrastructure operating in an environment purpose-built for exponential growth.
This is the moment the entire cost curve flips. And Elon Musk sees it coming.
That’s exactly why he’s now positioning SpaceX for a public offering. He wants to raise capital to accelerate his much larger vision.
Building orbital data centers isn’t just about launching satellites. It requires an entirely new supply chain from launch infrastructure to satellite components to advanced solar panels. And potentially even in-space manufacturing to power systems and next-generation compute architectures.
And Musk intends to build it all. This is a part of his AI masterplan.
Most investors are still focused on GPUs, software, and cloud providers. But the real shift is happening one layer deeper, at the infrastructure level.
More to come…
Regards,
Nick Rokke Senior Analyst, The Bleeding Edge
P.S. Hi, Jeff’s managing editor here. If you want to learn more about this, Jeff recently put together a detailed presentation breaking down the opportunity in the new space economy and the ensuing infrastructure buildout…
He covers how this transition is unfolding, why it’s happening now, and most importantly, how to identify which companies are positioned to benefit as the data center buildout moves beyond Earth.
It’s important to position yourself now because the transition is already underway. And the biggest gains are made early, before the majority of investors realize the magnitude of this shift.
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