RJ Hamster
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AI bottlenecks now steering money on Wall Street
Dear Reader,
If you own Nvidia, Microsoft, Amazon, Meta, Apple, Alphabet, or Tesla…
I’m urging you to take this warning seriously.
The AI boom is running into a problem that Wall Street has badly underestimated:
Physical reality.
Bottlenecks like power… cooling… land… and raw materials.
These are the unglamorous constraints that can derail even the biggest AI winners.
When they do, they’ll punish investors who think the Mag 7 can keep rising forever.
Because when hyperscalers announce trillion-dollar AI ambitions, too many investors focus on the headline-making promises.
I focus on the reality standing in their way.
And right now, one bottleneck has become so important that Nvidia just opened its checkbook.
The AI giant struck a deal to buy 3 million shares of a “mission critical” hardware supplier.
The stock instantly surged.
But buried in the contract is the part I believe investors cannot afford to ignore…
A clause that could allow Nvidia to buy 15 million more shares.
At today’s prices, that could represent as much as $3.2 billion in potential buying power tied to this one company — an amount that could send this company’s stock soaring.
And that’s exactly why I’ve been telling readers for nearly a year:
Dump Nvidia. Buy this stock instead.
Sincerely,
Eric Fry
Senior Macro-Investment Analyst, InvestorPlace
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RJ Hamster
(NYSE: GNS) Launches A New Strategic Initiative (Targets A…
Any content you receive is for information purposes only. Always conduct your own research.
(NYSE: GNS) Launches A New Strategic Initiative (Targets A Future $1.9Tn Stablecoin Market)
*Click Here To Get Our Alerts Faster Via SMS*
May 13th
Greetings Readers,
Let me recap. Quickly.
Our most recent profile was a fast-mover.
Surging from Monday’s close of $1.22 to a pre-market high Tuesday of $1.55, that Nasdaq idea popped approx. 27% in a flash.
At the same time as that move was unfolding, we were watching an NYSE American idea intently.
Why intently? How about it recently announced 171% in revenue growth YoY in Q1 2026?
Furthermore, the company just shared a new strategic initiative targeting a Stablecoin market that could reach $1.9Tn in issuances according to Citi.
Mix in a $3.25 analyst target pointing to potential quadruple-digit upside, and it starts making sense why this NYSE American idea is running up our watchlist:
Genius Group Limited (NYSE American: GNS)
Genius Group is a Singapore-based EdTech and education company engaged in providing educational services in over 200 countries.
The Company aims to develop an AI-powered lifelong learning curriculum and make its educational products accessible worldwide to all age groups.
And based on 5 key potential catalysts, (NYSE: GNS) has moved up our watchlist quickly. Take a look:
#1. An Analyst Target Is Pointing To Possible Quadruple-Digit Upside From Current Chart Levels.
#2. The Company Launches A New Digital Banking And Stablecoin Initiative To Complement Their AI Education Platform.
#3. A Major Float Reduction Could Be Nearing As 30.1Mm Shares Are Identified For Retirement (Approx. 25.8% Of Public Float).
#4. Q1 2026 Revenue Explodes 171% YoY (Significant Milestone Achieved).
#5. A Significant Insider Purchase Hints At Commitment And Confidence From The Company’s CEO.
But more on those in a second…
Genius Group is an AI-powered education group with over 6.1Mn students in 200+countries. They are powering the exponential ecosystems of tomorrow for entrepreneurs, enterprises, governments and students through AI education and acceleration.
The Genius City education model delivers local AI-based ecosystems between schools, businesses and government, delivering both AI training and AI tools to thrive in the economy of tomorrow.
Their AI edtech platform, GeniusU, connects Genius Cities to five million students and their fifteen thousand partner marketplace, joining peer intelligence and AI solutions across energy, finance, logistics, manufacturing, retail, tech and telecom sectors.
Genius Group believes that they are going through a turning point in humanity in the Age of AI, and this turning point calls for a new, integrated system to educate and equip everyone at all ages with the mindset and skills to harness exponential technologies.
That is the mission of Genius Group.
Nelson Mandela famously said “Education is the most powerful weapon which you can use to change the world,” and the Company believes AI is the most powerful tool to change education.
Targets for Value Creation
The Genius Ecosystem: Drivers for Growth
1.) Genius School
- Build Genius School to pro-fit-able $6Mn+ operations in 2026
- Establish AI Powered Model and Plan for Asia’s No.1 Future School
- Launch the first Genius School Space Capsules in Bali
2.) Genius Academy
- Build Genius Academy to pro-fit-able $6Mn+ operations
- Integrate In-vest-or Academy & Entrepreneur Academy globally
- Launch GEM Powered community and calendar
3.) Genius Resorts
- Build Genius Resorts to pro-fit-able $8Mn+ operations
- Launch Magic Garden, Genius Beach and Genius School Cafés
- Commence Genius City build and financing for 2027 / 2028 launch
Genius City: A Lifelong Learning Campus
Genius Group has partnered with Nuanu City and Inspiral Architects to design and develop Genius City as a full lifelong learning campus model, scheduled for completion in 2027 / 2028. The Company’s plan is to replicate this model globally.
- A fully integrated lifelong learning campus, combining a Living, Learning & Student Hub
- LIVING HUB: A 100 key MICE hotel with access to world class AI, VR & Web3 labs
- LEARNING HUB: Cutting edge creator spaces for coworking, conferences & retreats
- STUDENT HUB: A Future School for high school students for academics & apprenticeships
- Built on 15,500 sqm of land, project cost $28.3Mn, target year 3 revenue $19.8Mn, operating pro-fit $5.8Mn
- Target enterprise value $46.4Mn, goal to be funded through non-dilutive, RWA block-chain based property fund.
- Target completion in 2027 / 2028.
Jewel Bank: Digital Banking & Stablecoins
In April 2026, Genius Group acquired a 9.9% equity stake in Jewel Bank, Bermuda’s only dual-licensed digital bank, through an $8Mn registered direct offering with American Ventures LLC as lead in-vest-or.
Jewel Bank holds both a full BMA banking license and a Class F Digital Asset Business Act (DABA) license – the only institution in Bermuda with both.
This dual license positions Jewel Bank as a Permitted Payment Stablecoin Issuer under the US GENIUS Act, signed into law in July 2025.
Jewel Bank is developing JUSD, a USD-denominated stablecoin with 1:1 reserves, designed for GENIUS Act compliance with bank-issued credibility.
Jewel Bank: Post-GENIUS Act Plan
GNS: Key Considerations
1.) Leadership in a growing $10Tn market for lifelong learning. 6.1Mn total users across 200+ countries, 13K+ partners worldwide. Education growing at 4.5% CAGR, totaling 6% of global GDP.
2.) Disrupting the global education landscape. AI-powered, student-centered, lifelong learning system with customized integrated curriculum. Career-focused programs in entrepreneurship, in-vest-ing, AI and exponential technologies.
3.) Scalable ecosystem with multiple levers for growth. 3-part Genius City model: Genius School, Genius Academy and Genius Resorts. High demand for AI education, tools and mentoring as the future of work evolves.
4.) Strong financial performance; well-capitalized for future growth. Pro-fit-able operations in Q1 2026 from three business units: 171% pro forma revenue growth, 228% gross pro-fit growth. Recent American Ventures LLC in-vest-ment of $8Mn, 9.9% stake in Jewel Bank.
5.) World-class leadership team with history of value creation. Founded by Roger James Hamilton: New York Times bestselling author, futurist and social entrepreneur, creator of Wealth Dynamics. Seasoned executive team, board members and advisors including educators Robert Kiyosaki and Saifedean Ammous.
Grab Report Sources And More: GNS Website. GNS Presentation.
—–
And as we mentioned above, (NYSE: GNS)has several potential catalysts on our radar. Check them out:
#1. GNS Potential Catalyst – An Analyst Target Is Pointing To Possible Quadruple-Digit Upside From Current Chart Levels.
An analyst at Diamond Equity Research recently provided an update note on their (NYSE: GNS) coverage.
In the update, they retagged GNS with a target of $3.25.
From Tuesday’s close, that target provides GNS with a potential upside of over 1,100%.
Here’s some highlights from the report:
Valuation: Genius Group’s results reflect its transition toward a premium, high-touch education model that has materially improved monetization per student, alongside the integration of re-acquired education and hospitality assets. Key potential catalysts include scaling experiential learning through Genius Resorts, expanding AI-driven education offerings across its global user base, and advancing the Genius City campus model, which together could broaden revenue streams and strengthen long-term platform monetization. Incorporating management’s 2026 guidance of $20–$22Mn in revenue and $1.5–$2.0Mn in positive adjusted EBITDA, we have updated our financial model to reflect the evolving business mix, improved unit economics, and the expected contribution from the company’s integrated education and experiential learning ecosystem. Our valuation is based on a blended approach combining a discounted cash flow (DCF) methodology and comparable company analysis. For the DCF, we apply a discount rate of 10.3% and a terminal growth rate of 1.5%, reflecting the company’s early-stage growth profile and execution risk. For the comparable company analysis, we benchmark Genius Group against publicly listed education technology and digital learning platforms, applying an EV/Sales multiple to our revenue estimates to derive an implied enterprise value. Based on the latest financial results, updated share count, and revised comparable company analysis, a $3.25 per share illustrative valuation was derived, contingent on successful execution of the company’s growth strategy
—–
#2. GNS Potential Catalyst – The Company Launches A New Digital Banking And Stablecoin Initiative To Complement Their AI Education Platform.
Genius Group Launches New Digital Banking and Stablecoin Initiative Designed to Complement AI-Powered Education Platform
Unique opp. at the intersection of AI education and regulated digital banking—the two fastest-growing sectors in global technology and finance
Enters high growth stablecoin market: circulating supply of $300Bn (2026) projected to reach $2Tn to $4Tn by 2030
Genius Group positioned to be a Permitted Payment Stablecoin Issuer, launch GEMs (Genius Education Merits) block-chain-based tokens, and build Digital Asset Service Provider capabilities
Genius Group’s scalable, high-demand education ecosystem drives operational revenue growth of 171%, gross pro-fit growth of 228%
SINGAPORE, May 12, 2026 (GLOBE NEWSWIRE) — Genius Group Limited (NYSE American: GNS) (“Genius Group”, “GNS” or the “Company”), a leading AI-powered education group, today delivered a corporate update on its April 2026 entry into regulated digital banking and stablecoin issuance through Jewel Bank, and the strategic connection to its high-growth, high-demand AI education platform.
Roger James Hamilton, Founder and CEO of Genius Group, commented, “Through our strategic 9.9% equity stake in Jewel Bank, a dual-licensed digital bank based in Bermuda, we are entering a fast-growing stablecoin circulation market valued at $300Bn in 2026, with projected growth to $2- to $4Tn by 2030. Our Jewel Bank in-vest-ment was funded using part of the proceeds from our $8Mn registered direct offering led by American Ventures, a high-profile in-vest-ment firm focused in part on AI, cryp-to assets and digital banking.”
“As we build the infrastructure that will connect our digital banking initiative, including GEMs (Genius Education Merits), block-chain credentials, and stablecoin-powered student finance, to our Genius education platform, we believe Genius Group offers … a unique opp. at the intersection of regulated digital banking and AI education — the two fastest-growing sectors in global technology and finance.”
…
—–
#3. GNS Potential Catalyst – A Major Float Reduction Could Be Nearing As 30.1Mn Shares Are Identified For Retirement (Approx. 25.8% Of Public Float).
Genius Group Identifies 30.1Mn Shares to be Retired and Removed from Public Float
The 30.1Mn Shares from the Company’s ERL Share Count Exercise and ICC Arbitration W-i-n is equivalent to 25.8% of the Company’s Public Float.
SINGAPORE, April 23, 2026 (GLOBE NEWSWIRE) — Genius Group Limited (NYSE American: GNS) (“Genius Group” or the “Company”), a leading AI-powered education group, today announced that further to completion of its ERL Share Count Exercise and the Company’s recently announced ICC Arbitration W-i-n, it has identified a combined 30.1Mn shares of Company common st-ock that it plans to move into trust or treasury, with the intention to permanently retire and remove them from its public float. …
The 30.1Mn shares comprise 17.3Mn unclaimed shares from the Company’s Asset Purchase Agreement with Entrepreneur Resorts Ltd (“ERL”) currently held at VStock, 5.5Mn GNS shares payable to Genius Group for its prior shareholding in ERL to be returned to the Company’s treasury, and 7.4Mn shares a-ward-ed to the Company by the International Chamber of Commerce (“ICC”) in its arbitration proceeding against LZG International, Inc, to be released from Vstock to the Company’s treasury pending final agreement between parties or court order.
The Company intends to retire and remove the 30.1Mn Shares from the Company’s public float, with the intention to eventually move all shares to treasury and subsequently to be cancelled as soon as practical, which will result in significantly reducing the Company’s public float and total shares outstanding, benefiting existing shareholders.
…
Roger James Hamilton, Founder and CEO of Genius Group, commented, “The completion of our ERL Share Count Exercise and our ICC arbitration w-i-n represent significant milestones in our ongoing efforts to protect shareholder interests and strengthen our share structure. Our plan to retire and remove these 30.1Mn shares will meaningfully reduce our total shares outstanding and public float, for the benefit of our shareholders.”
…
—–
#4. GNS Potential Catalyst – Q1 2026 Revenue Explodes 171% YoY (Significant Milestone Achieved).
Genius Group Reports First Quarter 2026 Results: 171% Year-on-Year Revenue Growth, $2.7Mn in Net Pro-fit from operations
SINGAPORE, April 01, 2026 (GLOBE NEWSWIRE) — Genius Group Limited (NYSE American: GNS) (“Genius Group”, “GNS” or the “Company”), a leading AI-powered, Bitcoin-first education group, today reported unaudited financial results of its operations for the first quarter ended March 31, 2026.
The Company reported first quarter operational revenue of $3.3Mn, a 171% increase from $1.2Mn in Q1 2025. Gross pro-fit grew 228% to $2.0Mn, up from $0.6Mn in the prior year period. Net operating pr-ofit reversed from a net loss from operations of $0.5Mn in the first quarter of 2025 to a net pro-fit from operations of $2.7Mn in the first quarter of 2026.
…
Roger James Hamilton, Founder and CEO of Genius Group, commented, “Our first quarter marks a significant milestone for Genius Group. It shows that our focus on three revenue drivers – Genius School, Genius Academy and Genius Resorts – is paying off, with our operational revenue getting close to tripling year-on-year. Our gross pro-fit has more than tripled year-over-year, validating our strategic shift to higher-value educational programs and experiential learning.”
“We remain committed to building on the growth trajectory we set out at the beginning of this year, and we look forward to announcing the launches and developments we have scheduled in the second quarter.”
…
—–
#5. GNS Potential Catalyst – A Significant Insider Purchase Hints At Commitment And Confidence From The Company’s CEO.
Genius Group CEO Roger Hamilton Buys 300k Company Shares on the Open Market
SINGAPORE, March 17, 2026 (GLOBE NEWSWIRE) — Genius Group Limited (NYSE American: GNS) (“Genius Group” or the “Company”), a leading AI-powered, Bitcoin-first education group, today announced that it has received notice that its CEO and Founder, Roger Hamilton, has made a further purchase of the Company’s shares at market price.
Mr. Hamilton notified the Company he purchased 300k of the Company’s shares on March 13, 2025 on the open market, at an average price of $0.37 per share. Mr. Hamilton has purchased a total of 5.5Mn shares of the company for a total of US$2.9Mn over a series of seven separate transactions since January 2024.
Mr. Hamilton said, “Insider purchases of the company have been restricted this year through to the filing of our 20-F annual filing this week. I’m pleased to have completed a further purchase of shares of Genius Group as soon as permitted, expressing my ongoing commitment and confidence in the Company’s future. I look forward to executing our 2026 plan with our team and thank our long-term shareholders for your ongoing support in our Company.”
—–
(NYSE: GNS) Recap – These 5 Potential Catalysts Have Hit Our Radar
#1. An Analyst Target Is Pointing To Possible Quadruple-Digit Upside From Current Chart Levels.
#2. The Company Launches A New Digital Banking And Stablecoin Initiative To Complement Their AI Education Platform.
#3. A Major Float Reduction Could Be Nearing As 30.1Mm Shares Are Identified For Retirement (Approx. 25.8% Of Public Float).
#4. Q1 2026 Revenue Explodes 171% YoY (Significant Milestone Achieved).
#5. A Significant Insider Purchase Hints At Commitment And Confidence From The Company’s CEO.
—–
Coverage is officially underway on Genius Group Limited (NYSE American: GNS).
Be on the lookout for updates coming out soon. Talk shortly.
Sincerely,
Kai Parker
StockWireNews
(Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)
*StockWireNews.com (“StockWireNews” or “SWN” ) is owned by SWN Media LLC, a single member limited liability company. Data is provided from third-party sources and SWN is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile SWN brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors.
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RJ Hamster
WARNING: Inflation’s Back
WARNING: Inflation’s Back
- The highest inflation rate in three years…
- The cruelest tax…
- What if you could claim a stake in what’s set to be the biggest IPO ever… starting with just $500? Why wonder? Click here to see the details
Dear reader,
The April inflation rate scaled 3.8%, the Bureau of Labor Statistics informs us — the highest rate in three years.
At the gasoline pump, at the grocer, at the light switch… Americans gasp against inflation’s constricting squeeze.
CNN, in summary of April’s inflation numbers:
As it stands now, the higher prices are hitting consumers in some of the most visible of places: the gas station, the grocery store and their electric bills…
The 5.4% [gas price] increase in April was the second-fastest seen since the latter part of 2023…
In April, prices for electricity rose 2.1%, the fastest monthly increase in more than four years…
Overall food prices rose 0.5% (grocery items were up 0.7%) last month and are up a respective 3.2% and 3.6% from the year before.
The Government Secretly Welcomes Inflation
Meantime, we are informed that — for the first occasion in three years — Americans’ wages presently lag behind inflation.
Thus Americans must jog faster and faster to run in place.
How do you like it?
You may not like it — I hazard you do not like it.
Yet the United States government, on a certain level, does like it.
Certain of its officials may sob and moan about inflation Yet the tears are the crocodile’s tears. They are not authentic.
That is because the nation’s fiscal and monetary authorities are heart and soul for inflation.
Not hyperinflation, mind you — hyperinflation carries severe political risk. And hyperinflation carries great reputational risk for the Federal Reserve.
They are, after all, tasked with the dollar’s defense. And hyperinflation represents a vast dereliction of duty.
Yet the very same authorities are out for inflation… merely of a lesser and subtler nature.
They simply do not want you to know it. Why are they out for inflation?
The answer is as simple as it is dishonest.
Here’s Something Rich Dad Would Have Loved
Poor Dad trusted worked his butt off his entire life. When he retired he lived like a pauper.
Rich Dad owned assets that paid him whether he worked or not.
Rental properties. Mineral rights. Cash-flowing businesses.
Today, you can own something even better: America’s energy infrastructure.
You can do this through what I call the Patriot Income Plan — 14 partnerships that pay 10% a year from the pipelines, terminals, and processing plants that keep this country running.
No tenants. No maintenance. No employees. Just distributions deposited into your account 42 times a year.
This is what Rich Dad would have loved.
Inflation Lightens the Chains of Debt
The United States national debt runs to $39.2 trillion.
Combined United States debt — public and private — crosses $107.8 trillion.
Yet inflation lightens debt’s burden. Inflation reduces the weight of debt’s chains around the neck.
That is why a government sunk deeply in debt is out for inflation. Explains Freedom Financial News contributor Jim Rickards:
The national debt is [$39.2] trillion. A $39.2 trillion debt would not be a serious issue if we had a $50 trillion economy.
But we don’t have a $50 trillion economy. We have about a [$30] trillion economy, which means our debt is bigger than our economy…
The debt is unmanageable without inflation. Inflation favors debtors because they get to pay back the debt with depreciating dollars. It’s easier to pay down debt because you’re paying back debt with dollars that are less valuable than when you originally borrowed them. So inflation eases the real value of debt.
On the other hand, deflation increases the real value of debt. With deflation, the value of money increases, making it more burdensome to pay off debt. This is why debtors hate deflation.
A Swindler’s Deal
Assume Uncle Samuel borrows a dollar. Under inflation he repays that dollar in cents.
The creditors are handed their money — their nominal money. In reality they are handed sawdust.
Here is what the deadbeat tells his creditors:
“I borrowed $100 from you, good sir? Well, here is your $100 back, as promised. I hereby discharge my fiduciary responsibility to you. I have fulfilled my contractual obligations.”
Comes the bitter reply of the creditor:
“But the $100 I loaned you is now only worth $50 because of the vicious inflation you caused. You’ve robbed me blind! You’re a goddarned crook, that’s what you are.”
“Your problem, not mine,” answers the deadbeat.
Is the business dishonest? The business is dishonest. Yet it is the business.
“The wicked borroweth, and payeth not again,” Psalms informs us.
That is Uncle Samuel for you.
This uncle of ours is a cad. He is a bounder. He is a scoundrel. He is wicked.
Under inflation your loss is his gain. And your impoverishment is his enrichment.
Thus you are the victim of a vast swindle.
The Cruelest Tax
Even worse… you may not necessarily notice you are being swindled.
That is because inflation is a supremely skillful pickpocket. It is justly and aptly named the invisible tax.
It is a cat burglar on tiptoe.
Yet is it merely the invisible tax — or is it even worse?
The famed economist Milton Friedman once labeled inflation the “cruelest tax” due to its disproportional impact upon the impoverished.
The affluent can hold inflation at bay through the purchase of hard assets — and even profit from inflation.
The impoverished cannot. Hence, inflation’s cruelty.
Yet I propose another label for inflation: the scoundrel’s tax. And what is government but a giant scoundrel?
The United States government devours some 36% of the gross domestic product. It is the largest government presently infesting Earth.
Only a thieving, swindling, scoundreling inflationary system can sustain it.
Thus I implore you to sweep aside government sobs about inflation.
Recall: Government does not mean it. Its tears are false.
Regards,
Brian Maher
for Freedom Financial News
P.S. Former tech executive and angel investor Jeff Brown — picked Bitcoin before it jumped as high as 52,400%, Tesla before it jumped as high as 2,150%, and Nvidia before it jumped as high as 32,000%.
Today, he’ll show you how to claim a stake in Elon Musk’s upcoming IPO — BEFORE the company goes public.
Click here to see the details. 
© 2026 Freedom Financial News, an imprint of Freedom Financial Research, LLC
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Charlottesville, VA 22902, United States
RJ Hamster
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$294.14 -0.66 (-0.22%) As of 5/13/2026 9:30 AM ET
- Apple Inc. (NASDAQ:AAPL) declared a quarterly dividend on Thursday, April 30th. Stockholders of record on Monday, May 11th will be paid a dividend of 0.27 per share by the iPhone maker on Thursday, May 14th. This represents a c) dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Monday, May 11th. This is a 3.8% increase from Apple’s previous quarterly dividend of $0.26.
- insider Ben Borders sold 1,274 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $290.00, for a total value of $369,460.00. Following the completion of the transaction, the insider owned 38,713 shares of the company’s stock, valued at $11,226,770. This represents a 3.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.
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$264.37 -1.45 (-0.55%) As of 5/13/2026 9:30 AM ET
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$386.19 -1.16 (-0.30%) As of 5/13/2026 9:30 AM ET
- Virtus Wealth Solutions LLC Makes New $11.26 Million Investment in Alphabet Inc. $GOOGL 5/13 – MARKETBEAT
- Alphabet Inc. $GOOGL is White Pine Investment CO’s 2nd Largest Position5/13 – MARKETBEAT
- Affirm Brings Pay-Over-Time Options to Google AI Platforms 5/12 – PYMNTS
- Google races to put Gemini at the center of Android before Apple’s AI reboot 5/12 – CNBC
- Google Is Betting Its Entire Future on AI. Will It Pay Off? 5/12 – CNET
$598.20 -4.80 (-0.80%) As of 5/13/2026 9:30 AM ET
- Meta Platforms, Inc. $META is RWQ Financial Management Services Inc.’s 2nd Largest Position 5/13 – MARKETBEAT
- Meta Platforms, Inc. $META is Strs Ohio’s 8th Largest Position 5/13 – MARKETBEAT
- Meta Lawsuit Puts Scam Ads And Meta Platforms Valuation In Focus 5/13 – YAHOO
- Evaluating Meta Platforms (META) Valuation As Scam Lawsuit Targets AI Driven Advertising Model 5/13 – YAHOO
- Which is the Best Place to Buy Facebook Ads Accounts? ( Aged,PVA,&Real fb Frofile ) 5/13 – TALKMARKETS
$402.11 -5.66 (-1.39%) As of 5/13/2026 9:30 AM ET
- Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA5/13 – YAHOO
- From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement 5/13 – 247WALLST
- The 2 US Companies With a Better Credit Rating Than Uncle Sam Belong in Every Retirement Portfolio 5/13 – 247WALLST
- Microsoft Stock Could Explode Higher, But There’s a Big Catch 5/13 – FOOL
- Zurcher Kantonalbank Zurich Cantonalbank Acquires 461,438 Shares of Microsoft Corporation $MSFT 5/13 – MARKETBEAT
Analysts’ Upgrades
Akamai Technologies (NASDAQ:AKAM) was upgraded by Bank of America Corporation from “neutral” to “buy”. They now have a $175.00 price target on the stock, up from $130.00. This represents a 13.5% upside from the current price of $154.21.Arrow Electronics (NYSE:ARW) was upgraded by Bank of America Corporation from “underperform” to “neutral”. They now have a $233.00 price target on the stock, up from $122.00. This represents a 12.8% upside from the current price of $206.64.Avnet (NASDAQ:AVT) was upgraded by Bank of America Corporation from “underperform” to “neutral”. They now have a $96.00 price target on the stock, up from $66.00. This represents a 13.5% upside from the current price of $84.61.InflaRx (NASDAQ:IFRX) was upgraded by Raymond James Financial, Inc. from “outperform” to “strong-buy”. They now have a $9.00 price target on the stock. This represents a 241.9% upside from the current price of $2.63.Johnson & Johnson (NYSE:JNJ) was upgraded by Leerink Partners from “market perform” to “outperform”. They now have a $265.00 price target on the stock. This represents a 17.3% upside from the current price of $225.99.MasTec (NYSE:MTZ) was upgraded by Guggenheim from “neutral” to “buy”. They now have a $480.00 price target on the stock. This represents a 11.3% upside from the current price of $431.09.Microsoft (NASDAQ:MSFT) was upgraded by Phillip Securities to “buy”. They now have a $485.00 price target on the stock. This represents a 20.6% upside from the current price of $402.11.Sensata Technologies (NYSE:ST) was upgraded by Truist Financial Corporation from “hold” to “buy”. They now have a $58.00 price target on the stock, up from $43.00. This represents a 25.8% upside from the current price of $46.12.Wendy’s (NASDAQ:WEN) was upgraded by Argus from “hold” to “buy”. They now have a $12.00 price target on the stock. This represents a 47.0% upside from the current price of $8.17.
VIEW MORE UPGRADES
One AI stat proves a crash is coming (Ad)AI stocks may be more overhyped than most investors realize – and one data point is making that case hard to ignore.
The numbers are pointing toward a potential market correction in AI. Analysts are urging investors to take action now before conditions shift further.
FIND OUT WHAT INVESTORS ARE BEING ADVISED TO DO RIGHT AWAY
Analysts’ Downgrades
Heineken (OTCMKTS:HEINY) was downgraded by JPMorgan Chase & Co. from “overweight” to “neutral”. The current price is $38.00.Intellicheck Mobilisa (NASDAQ:IDN) was downgraded by Craig Hallum from “buy” to “hold”. They now have a $6.50 price target on the stock. This represents a 13.6% upside from the current price of $5.72.
VIEW MORE DOWNGRADES
These AI stocks could go to zero. Here’s why. (Ad)Louis Navellier – who manages $1.1 billion including $358 million in AI stocks – says a new AI computer being built at a classified government facility in Tennessee could make today’s leading AI models obsolete overnight. He compares it to the iPhone moment that wiped out Nokia, BlackBerry, and Motorola.
When this machine comes online, it will reportedly accelerate AI breakthroughs 360-fold – compressing five years of progress into five days. Navellier has identified specific stocks he’d sell before this hits, and one ticker he’d buy before May 5th.
SEE THE FULL FREE PRESENTATION WITH NAMES TO BUY AND SELL NOW
Analysts’ New Coverage
CoinShares (NASDAQ:CSHR) is now covered by Keefe, Bruyette & Woods. They set an “outperform” rating and a $9.00 price target on the stock. This represents a 43.1% upside from the current price of $6.29.
VIEW MORE NEW COVERAGE
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RJ Hamster
I Didn’t Believe Him at First
Mr. J walked over wearing a tan-and-brown Havana shirt and holding a mojito. He looked like someone straight out of Miami Vice in his white suit-white sneakers combo.
“Can I join you?” he asked our table, a ragtag group of market enthusiasts and fintech renegades. (I’m glad we said yes. I’ll show you why in a moment.)
My wife and I spent last week in Miami Beach for Consensus, the largest crypto conference in the Americas. On the conference stage, I heard from crypto big shots like Michael Saylor… Arthur Hayes… and Raoul Pal.
But as longtime Daily readers know, the best insights often happen away from the conference floor crowds – in the smaller, more private venues.
You just need an invitation.
Pal on stage at Miami Consensus 2026. Source: Houston Molnar
It was at one of these side gatherings of crypto VCs, angel investors, and aficionados, tucked away on the second story of a 1960s restaurant serving empanadas, that I met Mr. J.
It was a balmy day in the high 80s, and an old A/C unit was working overtime to keep the barroom cool.
Through the tinted windows, I could make out the silhouettes of the palm trees that lined the street, their leaves getting knocked about by the sea breeze, just steps from Ocean Drive.
At first, I could barely hear Mr. J over the sound of bachata blaring from the speakers. But the more we talked, the more the music faded.
“People know me in Canada,” he told me. Now, I’m not one to take a company man at his word. But as our conversation went on, I realized he knew his stuff.
Of all the things he told me – about his business, his background, the fact he knows Vitalik Buterin personally… One insight in particular really caught my attention.
Because the way I see it, it has huge implications for the $117 trillion megatrend we’ve been following in these pages.
Why He Left Traditional Banking
As I found out later, Mr. J is head of sales at a company that describes itself as a blend of banking, marketing, and digital assets expertise. Out of respect for his privacy, I can’t say exactly where.
But I wasn’t there to trade well-rehearsed company lines anyway. I was there to get the deeper story. It’s why I’ve traveled over 60,000 miles in the last two years.
What I found out through our conversation is that, like a lot in the crypto industry, he came from traditional banking. He didn’t have a whole lot of nice things to say about that industry… He told me once he left, he never looked back.
At first, he became a pariah among his ex-colleagues. They didn’t understand why someone with a solid career would give it up to follow a path in crypto that, back then, ended in a big question mark.
That was many years ago. Now they’re all calling him, he told me, begging for a lifeline out of banking.
But my biggest takeaway from our conversation went beyond the beef between the big boys in banking and the crypto visionaries now building their own financial empires.
When I asked him what kind of business he’s getting most, I thought he’d say retail investors. After all, retail crypto transactions increased by more than 125% in 2025.
But what he said instead surprised me. He told me his company makes most of its money helping businesses with cross-border transactions.
What I later found out through my own research is that, while retail owns the transaction “counts” (meaning the number of transactions), businesses dominate the volume. Business-to-business (B2B) flows now account for over
60% of the total dollar volume moving through stablecoins.
In other words, while retail investors are making lots of small transactions ($5 for coffee, $45 for a ride-sharing service), businesses are making fewer but much larger transactions.
That’s what Mr. J is seeing at his company. He couldn’t give me a concrete number (for compliance reasons), but he gave me an estimate. He said they’re doing hundreds of millions of dollars in transactions… every month.
He saw the skepticism on my face. It’s not that I didn’t believe the numbers…
But I’ve spent years hearing about the Bitcoin Revolution.
I had questions. Before I could interject, however, he leaned in. His voice dropped just enough to cut through the bachata music.
“Look,” he said, “stablecoins are doing what bitcoin wanted to do. And I say that as a bitcoin maximalist at heart. But think about this–” He paused to gesture out toward the Atlantic, where the same sea lanes have carried global trade for centuries.
“Until recently, if a business in Russia wanted to trade with someone in China, they had to convert rubles to yuan. It was expensive. Time-consuming. Slow.
The US dollar played the role of the middleman, but the plumbing was broken.
“Stablecoins are giving the dollar a warp-speed upgrade. It’s why businesses are finally using crypto rails the way bitcoin was originally designed…
As a frictionless way to move tens of thousands, even hundreds of thousands of dollars in value in just minutes.
“That doesn’t mean I’m selling my bitcoin. Bitcoin has incredible value as a store of wealth. It’s the ultimate digital gold. But the day-to-day utility is now coming from stablecoins. They’re handling the ‘dirty work’ of daily commerce.”
The “Wrong” AI Stocks Could Ruin Your Retirement
Right now, millions of everyday investors are buying the wrong AI stocks.
Big T calls them “bubble stocks waiting to burst.”
He’s identified a small group of blue-chip companies using AI to cut costs and explode profits…
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One of these stocks has already exploded over 200% since December 2025. And it’s only just begun.GET THE DETAILS NOW
The $117 Trillion Bridge to the New Economy
That was the “aha” moment for me.
For years, crypto-skeptics in traditional finance argued that crypto had no intrinsic value because nobody was using it to buy anything useful. They were looking at those smaller retail transactions and laughing.
But they weren’t looking at the B2B flows Mr. J is seeing now, every single day.
They weren’t looking at the hundreds of millions of dollars moving across borders every month. And that’s where the massive, institutional-grade volume has moved.
As of 2026, these business flows have grown to an annualized run rate of over $360 billion. That dwarfs the $54 billion from the retail payment sector.
And yet, according to McKinsey, B2B stablecoin payments still represent only 0.01% of the global B2B payment market. That means we’re still in the very early innings.
Juniper Research projects this market will grow to $5 trillion by 2035. That’s nearly a 14x increase – and the businesses positioned now are the ones who will capture it.
A big reason: The regulatory environment has never been more favorable.
When President Trump signed the GENIUS Act into law last year, it cracked open access to the $117 trillion global bank deposit market.
That’s money sitting in traditional banks, ripe for disruption. And stablecoins are the gateway that could move massive chunks of this money through crypto rails.
The next big tailwind we’ve been tracking in these pages is the Clarity Act currently moving through the Senate. It would create the most comprehensive regulatory foundation crypto has ever had.
The Utility Era Has Begun
This is all further confirmation that we’re moving from the Speculative Era of crypto to the Utility Era.
When a business uses a stablecoin to settle a cross-border invoice, it’s not betting on the price of a coin. It’s paying for a service that settles in a few minutes instead of several business days… and cuts cross-border wire costs by as much as 80-90%.
That creates a permanent, non-speculative demand for the infrastructure providers. Said another way, stablecoins are becoming the plumbing of global trade. Mr. J’s company is proof of that.
Daily Editor Teeka Tiwari saw this shift coming long before stablecoins dominated the conversation at last week’s Consensus.
It’s why, in our Inside Crypto publication, we recommended Circle (CRCL) in February, before it doubled in 26 days. And in this video briefing, Teeka shares details on six specific projects he believes are next in line to benefit.
Mr. J, the man in the white suit and white sneakers, saw this coming years ago when he walked away from banking and never looked back. The global businesses he works with are already taking advantage of it.
Your edge is getting positioned before the rest of the market catches on.
Don’t Watch the Future Happen. Own It!
Houston Molnar
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RJ Hamster
Narrow Market, Wide Risk: Only 3 Sectors Holding the…
Market Memo
SECTOR ROTATION INTELLIGENCE · WEDNESDAY, 13 MAY 2026
► CURRENT POSITIONING: Cycle: LATE EXPANSION
Overweight: XLE · XLK · XLI
Underweight: XLV · XLF · XLY
SPY738.74+0.19%
UST 10Y4.46%+5bp
DXY98.3−0.02%
VIX18.1−0.3
GOLD$4,712−0.30%
WTI$101.48+3.4%
Iran War TRUTH:
What Was Revealed Behind Closed Doors
There’s a strategy behind the Iran war.
I know because I heard it directly in a closed-door meeting with a source whose connections run deep into global power networks.
He walked me through the real purpose and the massive deal tied to it.
Click here to see the strategy behind the Iran war.
MORNING BRIEFING
Six Sectors Are Bleeding Out While Three Hold the Index Together
The S&P 500 sits at 7,425 and the headline looks fine. It is not fine.
We got the April CPI print yesterday. Core CPI rose to 2.8% year-over-year. That is the highest reading since September. The Fed holds rates at 3.50–3.75% and cannot move. The 10-year yield pushed to 4.46% — up 5 basis points on the day. Inflation is not cooperating with the soft-landing story.
Meanwhile, the Strait of Hormuz remains functionally closed. WTI crude broke $101 a barrel yesterday and held it. That is not a speculative spike — it is a pricing of real physical scarcity. Every barrel that cannot move through that strait has to move another way, at higher cost. Energy inflation is now structural until there is a resolution, and there is no resolution in sight.
The rotation data makes the picture clear. XLK, XLE, and XLI are the only three sectors sitting in the LEADING quadrant. Together they are keeping the index above water. The other eight sectors — everything from financials to healthcare to utilities — are underperforming SPY on a composite 1M/3M basis. XLV sits at the bottom of the table with an RS score of −6.45. Healthcare, the sector that traditionally tells you when late cycle is turning to contraction, is dead money right now.
What does it mean when the defensive sectors don’t rotate up? It means the market is not pricing a recession. It means capital is still chasing growth and real assets and leaving the traditional safety plays behind. Consumer sentiment is at 48.2 — an all-time low since the University of Michigan started reporting in 1952. That is a Main Street reading, not a Wall Street reading. The market and the consumer are in different buildings right now.
THE BIG PICTURE
We are in late expansion. GDP at +2.0%, ISM at 52.7, payrolls at +115K — the data still says growth. But inflation is sticky at 2.8% core, the Fed is pinned, and the 10-year is at 4.46%. The clock is running. The market is pricing a world where AI investment and energy scarcity keep two sectors elevated while everything else grinds sideways. That is a fragile foundation. Breadth this narrow at index highs eventually resolves — either the laggards catch up or the leaders come down to meet them.
SECTOR ROTATION TERMINALPERFORMANCE HEATMAPvs SPY · May 13, 2026TICKERSECTOR1W1M3M6MXLEEnergy+3.8%−3.0%+7.0%+10.0%XLKTechnology+0.4%+7.5%+4.2%+2.0%XLIIndustrials0.0%+0.5%+1.2%−2.0%XLBMaterials+0.4%−1.5%+0.1%−4.0%XLCComm Services+0.1%−2.5%−2.0%−8.0%XLFFinancials−0.3%−2.0%−3.9%−10.0%XLYCons Discretionary−0.4%0.0%−4.8%−13.0%XLREReal Estate−0.5%−0.5%−3.8%−10.0%XLUUtilities−0.4%−4.0%−4.8%−10.0%XLVHealthcare−0.2%−7.0%−5.9%−13.0%XLPCons Staples0.0%−3.0%−5.8%−6.0%RELATIVE STRENGTH RANKINGcomposite RS vs SPY#TICKERSECTORRSDIRQUAD1XLKTechnology+5.85▲LEADING2XLEEnergy+2.00▲LEADING3XLIIndustrials+0.85▲LEADING4XLBMaterials−0.70▲IMPROVING5XLREReal Estate−2.15▼LAGGING6XLCComm Services−2.25▲IMPROVING7XLYCons Discretionary−2.40▼LAGGING8XLFFinancials−2.95▼LAGGING9XLUUtilities−4.40▼LAGGING10XLPCons Staples−4.40▼LAGGING11XLVHealthcare−6.45▼LAGGINGROTATION MAPperformance quadrants
■ WEAKENING— none this week —
■ LEADINGXLKTechXLEEnergyXLIIndustrials
■ LAGGINGXLREReal EstateXLYCons DiscXLFFinancialsXLUUtilitiesXLPStaplesXLVHealthcare
■ IMPROVINGXLBMaterialsXLCComm SvcsECONOMIC CYCLE OVERLAYphase estimate
RECOVERY
EARLY EXP
LATE EXP ◄
CONTRACTION
SECTORS HISTORICALLY FAVORED
XLE EnergyXLB MaterialsXLI IndustrialsXLK Technology*
WHAT LATE EXPANSION MEANS
GDP at +2.0%, ISM at 52.7, payrolls at +115K — the expansion continues. But inflation is re-accelerating (Core CPI 2.8%), the Fed is on hold at 3.50–3.75%, and the 10-year is pressing 4.46%. Growth slowing, inflation sticky, money tight — that is the late-expansion fingerprint. Energy and hard assets historically lead here. Technology is outperforming for structural AI reasons, not the traditional playbook. Defensives are dead money — the market is not pricing recession — but consumer sentiment at 48.2 is the lowest reading since 1952. Technology’s inclusion reflects the current AI capital cycle overriding the typical late-expansion rotation.
WHAT THE ROTATION IS TELLING US
WATCH
XLK at RS +5.85 with 10-year yields at 4.46% — momentum vs. valuation
Technology is the dominant force in this market. XLK’s RS score of +5.85 leads the table by a wide margin, and the 1-month relative return of +7.5% reflects April’s AI euphoria — Nvidia’s CEO joining the China summit and the prospect of resumed chip exports drove tech to near-vertical gains. The problem is that XLK trades at 41x earnings while the 10-year yields 4.46% and core CPI just re-accelerated to 2.8%. The discount rate is not going lower. If the 10-year breaks 4.60%, expect multiple compression and a fast rotation out of growth. The AI narrative is real, but momentum at overbought RSI levels in a rising-yield environment is a setup we watch, not chase. We hold the XLK overweight. We are not adding here.
BEARISH
XLV sits at rank 11 with a −6.45 RS score and no signs of recovery
Healthcare traditionally rotates into leadership as late expansion gives way to contraction. It is not rotating. XLV is dead last — RS −6.45, down 7.0% relative to SPY over one month and 5.9% behind on three. Capital is leaving, not accumulating. The sector’s earnings declined year-over-year in Q1 and structural headwinds are not clearing. When the traditional defensive rotation is this absent, either the market sees no recession risk or the market is wrong. We are not calling a recession. But rank 11 of 11 in a late-expansion regime is a number we do not ignore.
BULLISH
XLE posts +3.8% vs. SPY this week while oil closes above $101
WTI at $101.48 is not speculative — it is the Strait of Hormuz being functionally closed. XLE’s 1-week relative return of +3.8% confirms capital is moving into the physical energy complex right now. The 3-month relative of +7.0% shows the trend predates this week, and the 6-month relative of +10.0% makes energy the most durable outperformer in the portfolio. Every week the disruption holds compounds the global inventory deficit. With oil above $100 and the Fed unable to cut, XLE is the cleanest late-cycle position we have.
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THE BOTTOM LINE
The regime is late expansion. Three sectors — Technology, Energy, and Industrials — are carrying the index while six of eleven lag SPY on a composite basis, including every traditional defensive. Energy is the cleanest late-cycle trade: real assets, physical scarcity, the Fed unable to cut. Technology is earning its keep through the AI capital cycle, not the traditional playbook. The index says 7,425. The breadth says something narrower. We overweight XLE, XLK, and XLI. We stay light on XLV, XLF, and XLY.
Published daily 7:30 AM ET • Not financial advice
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RJ Hamster
We’re Still Watching—(Nasdaq: FMST) Has More Uranium Story Left…
Any content you receive is for information purposes only. Always conduct your own research.
*Disseminated on behalf of Foremost Clean Energy
Paul Prescott Is Putting (NASDAQ: FMST) At The Top Of This Morning’s Radar—Wednesday, May 13, 2026
Starting Now: Full Coverage On (FMST) Goes Live
Consider Starting Your Own Research (FMST)
While It’s Still Early…
[Company Website] | [Corporate Presentation]
May 13, 2026
We’re Still Watching—(Nasdaq: FMST) Has More Uranium Story Left And Here’s What We Know Right Now
Dear Reader,
Foremost Clean Energy Ltd. (Nasdaq: FMST) has not left the top of our watchlist since the news dropped this morning — and we want to make sure you have not missed it.
Here is the short version: (FMST) justannounced the successful completion of its 2026 drill program at the Hatchet Lake South Uranium Project in the eastern Athabasca Basin — with uranium mineralization intersected in six drillholes across four of five drill fences, a high-grade interval of 1.0% eU₃O₈ over 1.4 metres already on the books, and the final drill fence extending the northern extent of mineralization by approximately 100 metres.
And the company is not stopping there.
Approximately 600 metres of conductive strike length remains open to the south — and drilling has alreadycommenced at the Richardson SE target on Hatchet Lake North, where more than 5 kilometres of untested electromagnetic conductor strike length are waiting to be evaluated.
This exploration story is still very much in motion — and (FMST) is still very much on our watchlist.
Scroll down if you missed our earlier coverage — everything you need to know about why (FMST) has had our full attention today is waiting below.
=====
At Street Ideas, we spend a lot of time tracking early shifts before the broader market fully catches on—and this morning, Wednesday, May 13, 2026, Foremost Clean Energy Ltd. (NASDAQ: FMST) has forced its way back onto our radar in a major way.
The uranium sector has been quietly tightening for months, but the story around (FMST) appears to be accelerating fast following two back-to-back press releases over the last three weeks that significantly expanded the scope of its exploration story.
The latest drill updates now point to a rapidly growing high-grade uranium zone confirmed across multiple drill fences inside one of the most important uranium jurisdictions on the planet.
With fewer than 12M shares listed as available to the public, a $9M exploration budget, and fresh geophysical data now pointing toward a second active drilling front, the setup heading into the summer months deserves a close look.
A Company Built for This Moment
Foremost Clean Energy (NASDAQ: FMST) is a North American uranium and lithium exploration companystrategically positioned to benefit from the accelerating demand for reliable, carbon-free energy.
The company holds an option fromDenison Mines Corp to earn up to 70% interest in 10 uranium properties—with up to 51% at Hatchet Lake—spanning over 330,000 acres in the Athabasca Basin of northern Saskatchewan, one of the world’s most uranium-rich jurisdictions.
This region is historically known to host some of the richest uranium deposits on the planet, with average grades running 10X to 100X higher than the global average while supplying approximately 15% of the world’s primary uranium output.
The company’s data-driven exploration strategy is backed by decades of historical drilling and geophysical data from Denison, providing a validated roadmap for targeting high-potential mineralized trends.
Beyond uranium, (FMST) also controls a large land position in Manitoba’s Snow Lake district—a region the company refers to as “Lithium Lane”—offering dual-commodity exposure to both the nuclear renaissance and the electrification movement.
AI Meets the Uranium Bottleneck
The story behind (FMST) is inseparable from the energy crisis quietly building behind the AI boom.
Meta, Google, Amazon, and Microsoftare on track to collectively pour an estimated $650B into AI computing infrastructure in 2026 alone.
Data centers already consume roughly 1.5% of global electricity—and that consumption is accelerating at approximately 30% per year. The grid simply cannot keep up.
Nuclear power has emerged as the only scalable, always-on, carbon-free solution capable of meeting data center baseload demand.
The signal from the top of the tech world is hard to ignore: Nvidia is now partnering with nuclear start-up Okloto use AI to advance the next generation of nuclear power.
And according to a recent Bank of America report, nuclear energy represents a potential $10T market in the coming years and could “hold the answer to the world’s power shortages”—with the report noting that nuclear energy has been “recently ‘rediscovered’ amid surging electricity demand.”
Yet the United States currently produces less than 1% of its own uranium needs domestically—in 2024, U.S. reactor buyers acquired over 50M lbs of uranium while domestic production totaled a mere 677K lbs.
With Russia maintaining a dominant position in global processed uranium supply, the push for secure, Tier-1 North American sources has become a matter of national security, not just market economics.
That is the structural wind at (FMST)’sback.
What Just Put (FMST) Back on Our Radar
Two significant developments have unfolded in the past three weeks—and taken together, they materially strengthen (FMST)’s exploration thesis.
Hatchet Lake: The Tuning Fork Zone Keeps Growing
On April 15, 2026, Foremost Clean Energy announced a major step-out drilling update from the Hatchet Lake South Uranium Project in the eastern Athabasca Basin of northern Saskatchewan.
The headline result: 1.0% eU₃O₈ over 1.4 metres, within a broader interval of 0.34% eU₃O₈ over 4.6 metres, intersected in drill hole TF-26-30.
These results build directly on the 2025 discovery in hole TF-25-16. Step-out drilling across three separate drill fences has now expanded the mineralized footprint of what is officially designated the “Tuning Fork Uranium Zone” to over 150 metres of strike length—a compelling demonstration of system continuity in an area that remains open in multiple directions.
To date, a total of 10 diamond drill holes spanning 2,113 metres have been completed at the zone.
Five of those holes returned uranium mineralization meeting or exceeding the reporting threshold of 0.05% eU₃O₈.
What stands out just as much: every single completed hole encountered anomalous radioactivity above 2x background and hydrothermal alteration at the Athabasca unconformity—a geological fingerprint consistent with the district’s most significant deposits.
As President and CEO of Foremost, Jason Barnard stated, the results “demonstrate the growing scale of the system” and the company is “well positioned to keep expanding this area through continued drilling.”
CLK Uranium Property: Geophysics Points the Way
On May 5, 2026, (FMST) released a second update that opens an entirely new front in the exploration story.
The company announced the results of twin geophysical surveys at its 25,753-acre CLK Uranium Property in the northern Athabasca Basin.
The first was a helicopter-borne MobileMT electromagnetic and magnetic survey covering 808 line-kilometresacross the 136 km² property block, mapping conductive and resistive anomalies from surface to depths exceeding 900 metres.
The second was an ambient noise tomography (ANT) survey deploying a network of 221 three-component sensors over a 7.5 × 3.8 km area, imaging subsurface structure to depths of up to 2 km.
Both datasets are now being integrated to define high-priority drill targets near historical hole CLG-D1, which intersected approximately 1.01% U₃O₈ at 862 metres depth from visible pitchblende stringers just below the unconformity.
The CLK Property is already fully permitted for a multi-phase program including up to 30 diamond drill holes—meaning the company can move quickly once targets are defined.
Financial and Structural Profile
Heading into its most active exploration season, (FMST)’s capital position is solid. The company closed a Canaccord Genuity-led bought deal private placement on March 31, 2026, raising approximately C$5.75M in aggregate gross proceeds to fund qualifying Canadian exploration through December 2027. The 1,690,200 flow-through units were priced at C$3.40 each, with each unit including one common share and one-half warrant exercisable at C$4.40 until March 2028.
The company’s total 2026 exploration budget stands at approximately $9M, with roughly 11,500 metres of total drilling planned across all projects—making this its most operationally active year to date. Insider alignment is tight: management and directors hold approximately 4.65% of shares, and when combined with Denison’s 17.06%strategic stake, roughly 21.71% of the company is held by aligned insiders and a major institutional partner.
With fewer than 12M shares available to the public, (FMST)’s small float could see the potential for big moves if demand begins to shift.
7 Reasons (FMST) is Topping Our Watchlist This Morning
Wednesday, May 13, 2026…
1. Nuclear Is Booming: The Bank of America recently identified nuclear energy as a potential $10T market in the coming years, and (FMST) is positioned in one of the world’s most uranium-rich regions to potentially benefit from that wave.
2. Big Tech Needs Power: Meta, Google, Amazon, and Microsoft are collectively pouring an estimated $650B into AI infrastructure in 2026 alone, and (FMST)is exploring for the uranium needed to fuel the nuclear power those data centers increasingly depend on.
3. America’s Supply Gap: The U.S. produced less than 1% of its own uranium needs in 2024 while reactor buyers acquired over 50M lbs—a massive domestic shortfall that makes North American explorers like (FMST)increasingly relevant.
4. Drill Program Delivering: (FMST)’s2026 drill program at Hatchet Lake has now confirmed uranium mineralization across 150 metres of strike length, with the zone still open in multiple directions and more results pending.
5. Small Float: With fewer than 12M shares available to the public, (FMST)has one of the tighter floats in the sector, which historically means a smaller number of shares need to change hands to move the needle.
6. Fully Funded: With approximately C$5.75M raised through a bought deal in March 2026, (FMST) has the capital in place to execute its largest exploration program to date without needing to immediately raise additional funds.
7. Nvidia Just Went Nuclear: (FMST) is advancing uranium exploration at a moment when even Nvidia has begun partnering with nuclear start-up Oklo—a signal that the world’s most influential tech companies are now directly linking their future to nuclear energy.
Starting Now: Full Coverage On (FMST) Goes Live
Consider Starting Your Own Research (FMST)
While It’s Still Early…
[Company Website] | [Corporate Presentation]
The case for Foremost Clean Energy (NASDAQ: FMST) comes together quickly when you step back and look at the full picture.
Bank of America sees nuclear as a potential $10T market. The biggest names in tech are spending $650B on AI infrastructure that ultimately needs reliable, carbon-free power to run. The U.S. is producing less than 1% of its own uranium while buying over 50M lbs from foreign sources every year.
And now Nvidia—one of the most closely watched companies in the world—is linking its future directly to nuclear energy.
Against that backdrop, (FMST) is actively drilling in one of the world’s most uranium-rich jurisdictions, has just confirmed mineralization across 150 metres of strike length at Hatchet Lake with results still pending, and closed a fresh C$5.75M financing to fund the work.
With fewer than 12M shares available to the public, the company is built lean at a moment when the macro tailwinds behind uranium have rarely been this well-defined.
The fundamentals, the timing, and the operational momentum are all pointing in the same direction.
We have all eyes on (FMST) this morning—Wednesday, May 13, 2026.
Take a look at (FMST) while it’s still early.
Also, keep a look out for my next update—it could be hitting very shortly.
Sincerely,
Paul Prescott
Co-Founder & Managing Editor
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Foremost Clean Energy Ltd. (FMST:US) (FAT:CA) previously changed their company name from Foremost Lithium Resource & Technology Ltd. (FMST:US) (FAT:CA)
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