A message from our friends at i2i Marketing Group, LLC Dear Investor, In the resource sector, big moves rarely start with retail investors. They start with strategic capital - the kind that studies cycles years in advance, reviews drill data long before it's public, and places bets only when a project, a team, or a trend aligns with where they believe the market is heading. That's why one decision this year caught the attention of some of the most seasoned investors in the space. The world's largest primary silver producer didn't wait for headlines, price targets, or analyst coverage. They quietly acquired a 17% stake in a small-cap exploration company advancing projects in Mexico's most productive mineral belts. Not a royalty. Not an earn-in. A direct equity position - the kind of move majors seldom make unless they view the upside as worth owning outright. What prompted it? Part of the answer lies in the acquisition the company just completed: a district-scale project long recognized for its structural potential but never advanced with modern modeling and full control. Fold this into a portfolio that already includes two additional 100%-owned assets - including a system with high-grade hits and open zones - and you have a land package that checks the boxes majors look for: scale, geological continuity, meaningful expansion potential. But there's also the macro backdrop. Demand tied to AI chips, EV drivetrains, solar systems, and advanced electronics continues rising. Supply hasn't kept pace. After four straight deficit years, inventories are thinning, development timelines are stretching, and capital is beginning to flow toward companies aligned with this tightening environment. Moves like the 17% acquisition don't guarantee outcomes - but they do reveal where experienced operators believe future value could emerge. And in a market defined by rising demand and constrained supply, positioning can matter long before the story becomes widely understood. Review the company that secured a 17% stake from a global major
Just For You 5 Stocks to Buy in February: Last Year's Winners Aren't Done YetAuthored by Thomas Hughes. Posted: 1/29/2026. 
Key Points - Many of 2025’s top-performing stocks remain well-positioned for 2026 as key trends continue to strengthen.
- Analysts broadly expect double-digit upside for these names, with several positioned to challenge or set new highs.
- Forward expectations may still be conservative, leaving room for a cycle of outperformance and upward revisions as catalysts play out.
2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 (INDEXRUSSELL: RUT), which tracks small-cap stocks, is leading the charge. The main point is that the sector rotation seen over the past 18 months is accelerating. While tech and big tech remain central to the outlook, leadership is shifting to a broader range of names and risk profiles. Five stocks that led in 2025 still have 2026 momentum—and February could offer better entry points. Advanced Micro Devices Approaches NVIDIA-Like Inflection Advanced Micro Devices (NASDAQ: AMD) is finishing January roughly 25% above its early-month lows. That move, which confirms support at last year's critical resistance level, reinforces the growth outlook tied to the MI450 launch scheduled later this year. The MI450 could produce an NVIDIA (NASDAQ: NVDA)-like outcome for AMD, potentially driving triple-digit datacenter revenue gains and broader system-level growth. With Donald Trump back in the White House, many believe an economic revival could be underway — but it also brings new risks for retirement savers. Traditional 401(k)s and IRAs may leave investors more exposed than they realize.
That's why a Trump-backed IRS strategy is gaining attention. It allows everyday Americans to reposition their retirement savings into real assets like gold and silver — offering both protection and potential upside. A new 2025 Wealth Protection Guide explains exactly how it works. Claim your FREE 2025 Wealth Protection Guide now On current forecasts, the stock appears to be trading at a deep discount to analysts' estimates, which may be conservative. Sentiment is bullish: January saw several coverage initiations, the Moderate Buy rating has firmed, and price targets are drifting higher. These trends suggest the stock could move toward the high end of its range—perhaps as much as 35% upside in early 2026—with targets likely rising through the year. 
Amprius Technologies Cements Production Capacity Ahead of Q4 Release Amprius Technologies (NYSE: AMPX) is up roughly 50% from recent lows as markets prepare for the Q4 fiscal 2025 (FY2025) earnings release slated for late March. The report is expected to confirm a strengthening order pipeline, ramping production, and a clearer path to profitability. Recent developments include the addition of three South Korean battery manufacturers to its production alliance, putting Amprius ahead of schedule and on track to meet its goals for cost reduction and lower cash burn. Analysts remain optimistic, rating the stock a Moderate Buy with roughly 35% upside from the key $12 resistance level. 
Credo Technologies Pulls Back Into Buying Opportunity Credo Technologies (NASDAQ: CRDO) is experiencing a pullback that, despite being in progress, looks like a buying opportunity. The move runs counter to improving results and accelerating analyst coverage. MarketBeat data shows coverage increased significantly over the past 12 months, sentiment upgraded from Moderate Buy to Buy, and price targets trended upward. Consensus estimates are up nearly 200% year-over-year, forecasting roughly 70% upside with many projections aiming for the high end of the range. A potential catalyst is the Q3 FY2026 report, scheduled for early March, which could highlight Credo's central role in advanced datacenter AI and inference workloads. 
Bloom Energy Blossoms Under Data Center Demand Bloom Energy (NYSE: BE) produces low-emission, high-efficiency fuel cells that suit specific applications—data centers chief among them—where grid connections are challenging. Their products enable fast, lower-cost deployment and operation. While not intended for the largest applications, rising demand is driving revenue growth and improving profitability. Bloom Energy posted sequential and year-over-year growth exceeding 50% in Q3 and is expected to maintain a high double-digit pace heading into Q4 FY2025 and 2026. Earnings should grow even faster, improving analysts' outlooks. The 26 MarketBeat-tracked analysts rate the stock a Hold, but coverage has expanded substantially in the past year, sentiment is firming toward Moderate Buy, and the consensus price target has risen dramatically. Although it lags the broader market now, January forecasts indicate the stock could climb another ~20% this year. 
Applied Digital Breaks Out After Solid Results Applied Digital (NASDAQ: APLD) delivered Q2 FY2026 results that provided a clear catalyst: revenue nearly doubled year-over-year and beat consensus estimates. The report reinforced a bullish outlook, including the ramp of its second campus, which should begin coming online this year. The second campus is reportedly sold out or nearly so, and new contracts—such as one with CoreWeave (NASDAQ: CRWV)—suggest demand could justify a third campus. Analysts reacted positively with initiations, upgrades, and price-target increases, implying as much as 50% upside from the breakout point. 
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