Dear Reader,
I picked Nvidia in 2017….
Before it jumped as high as 3,852%…
And I just revealed the exact day this AI boom will end.
And if you’re wondering how that’s possible…
Well, I’m using an investment secret that correctly predicted the end of every major boom over the last century…
It predicted the end of the roaring 20s boom on October 31st of 1929… right before the great depression crash…
It predicted the end of the Reagan Bull Market in the 1980s on September 1st of 1987… right before the black Monday crash…
It predicted the end of the dotcom boom on February 1st 2000…
It predicted the end of the housing bubble bull market on January 2nd 2008…
And it predicted the end of the Post-Financial Crisis Recovery in February 3rd 2020… right before the Covid crash…
This same investment secret…
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Stay sharp,
JC Parets, CMT
Founder, TrendLabs
Gold and Silver Pulled Back—Here's Why the Bull Case Is Intact
Submitted by Chris Markoch. Article Published: 2/22/2026.
Key Points
- Gold and silver prices have stabilized after a pullback, reinforcing the longer-term bullish supply-demand imbalance.
- Mining stocks are entering the next phase of the metals cycle, offering leveraged upside to rising commodity prices.
- Kinross Gold, Hecla Mining, and Pan American Silver combine strong earnings momentum with improving balance sheets and production growth.
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What goes up must come down. That overly simplistic adage helps explain the sharp pullback in precious metals prices in early February after gold and silver reached all-time highs amid a widening supply-demand gap.
Importantly, after that drop prices have stabilized.
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What comes next? Timing is difficult to predict, but the likely direction for both metals remains higher. That means it's not too late to consider basic materials stocks, particularly the precious-metals trade. This setup could be profitable for years.
Gold and Silver Have Similar Yet Different Bull Cases
Both gold and silver share the same fundamental drivers: strong demand and constrained supply. Each is hard to extract, but the investment cases differ in some important ways.
For gold, a key point is continued central-bank buying. That tends to weaken the U.S. dollar, and because the dollar and gold typically move inversely, it supports higher gold prices. Falling interest rates would add further downward pressure on the dollar, reinforcing the bullish case for gold.
Silver's bullish setup resembles gold's but with an extra industrial angle. Silver is important in several industrial applications, including defense. Geopolitical risks, such as heightened tensions with Iran, would likely increase demand. Given silver's own supply-demand imbalance, there is a clear path for it to reclaim and exceed recent highs.
The Next Phase of the Trade Is Here
In 2025 investors showed strong demand for physical gold and silver, and mining stocks began to participate in a catch-up rally late in the year.
Where is the trade now? It depends on how far we are into the metals cycle. Some analysts still forecast gold reaching $10,000 by the end of the decade, and silver has similarly bullish projections.
If we are only in the first quarter of a multi-year cycle, mining stocks may still have substantial upside. That explains why money is starting to flow into miners. Here are three producers that reported earnings the week of Feb. 16.
Kinross Gold Offers Scale, Cash Flow and Balance Sheet Strength
Kinross Gold Corp. (NYSE: KGC) is emerging as a relatively clean way to play the ongoing gold bull market, combining rising production with a stronger balance sheet.
In the company's Q4 2025 earnings report, Kinross posted about $2 billion in revenue and nearly tripled net earnings year-over-year, with adjusted EPS of roughly $0.67. Those results were driven by higher realized gold prices and disciplined cost control.
Full-year production of just over 2 million gold-equivalent ounces met guidance, while free cash flow hit record levels, enabling Kinross to move into a net cash position and resume capital returns. Management is guiding to roughly 2 million ounces of annual output through 2028, giving investors leveraged upside to higher gold prices with visible volume and cash flow.
As of this writing, KGC is up about 195% over the past 12 months and 18.8% in 2026, supported by solid institutional buying. That has pushed the stock near its 52-week high and close to the consensus price target of $34.81. Ahead of earnings several analysts raised targets, including the Canadian Imperial Bank of Commerce, which set a $54 target.
Hecla Mining Provides High-Beta Exposure to Silver's Upside
Hecla Mining (NYSE: HL) offers high-beta exposure to both silver and gold, and its earnings report shows operating leverage to higher metal prices is kicking in. In 2025, Hecla generated record revenue of about $1.4 billion and net income of $321 million, while adjusted EBITDA rose to a record $670 million as silver prices and production increased.
Although Hecla produces both metals, it is becoming more concentrated in silver. In the quarter the company produced roughly 17 million ounces of silver, near the high end of guidance.
At the same time, Hecla reduced total debt to about $276 million and boosted cash to $242 million, improving financial flexibility heading into what could be a multi-year silver upcycle.
HL is up more than 323% in the past 12 months and trades above its consensus price target of $21.63. The stock is down roughly 14% over the last 30 days, which may reflect institutional selling following the previous quarter.
Pan American Silver Is Positioned for Production-Driven Growth
Pan American Silver (NYSE: PAAS) is one of the world's largest primary silver producers. In the fourth quarter, the company reported record revenue of roughly $1.18 billion and record net earnings of $452 million, with adjusted EPS of $1.11—well above expectations.
Quarterly attributable production reached 7.3 million ounces of silver and nearly 198,000 ounces of gold, helped by standout performance at the Juanicipio mine, which contributed about 2.5 million ounces of silver. With full-year free cash flow above $1.1 billion and guidance calling for double-digit silver production growth in 2026, Pan American is well positioned to compound cash returns if silver continues higher.
PAAS is up 152% over the past 12 months and 56.9% over the last three months, reflecting its primary focus on silver. The stock trades above its consensus price target of $56.60, and like Kinross, several analysts issued bullish targets ahead of the Feb. 18 earnings release.
Will the Super Mario Movie Make It Showtime for Nintendo Stock?
By Chris Markoch. Article Posted: 3/7/2026.
Key Points
- Nintendo sold 15 million Switch 2 consoles in months, but NTDOY stock still needs a catalyst to break resistance.
- The upcoming Super Mario movie sequel could boost high-margin IP revenue and revive investor sentiment.
- Strong cash reserves and a dividend provide downside support as investors watch for a technical breakout.
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Mario and Luigi are two of the most iconic characters in the Nintendo Co. Ltd. (OTCMKTS: NTDOY) universe. Nintendo is hoping the brothers will help drive sales again with the upcoming release of the "Super Mario Galaxy Movie," due out in April.
The film is the follow-up to the 2023 "Super Mario Bros. Movie," which surprised many by becoming a box-office hit and boosting Nintendo's intellectual property (IP) sales.
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It's therefore no surprise Nintendo is aiming for the sequel to match or exceed that success. The movie's release is scheduled nearly one year to the day after Nintendo launched the Switch 2 console.
In its most recent earnings report, the company highlighted cumulative global sell-through of 15 million Switch 2 consoles as of the fourth week of December 2025, making it the fastest-selling dedicated video game platform Nintendo has released.
The Year of Super Mario Becomes a Strategic Push
Ahead of the movie, Nintendo plans to release "Super Mario Bros. Wonder" exclusively for the Switch 2, one of several initiatives timed for the 40th anniversary of Super Mario Bros.
That effort fits Nintendo's broader strategy to lean into IP as a more stable revenue stream to help smooth the lumpiness of console sales. IP revenue is still a relatively small portion of total sales: for example, in the first nine months of the company's 2026 fiscal year, Nintendo reported $54.5 billion in IP-related revenue, roughly 3% of overall sales over that period. Because IP sales tend to have higher margins, they can flow more directly to the bottom line.
Tariffs, AI, and Geopolitical Risks Add Uncertainty
Nintendo has faced headwinds from tariffs and has partly mitigated those effects by shifting some production to Vietnam.
Investors were also increasingly concerned about a potential earnings slowdown tied to memory chip prices. Supporting that worry, Nintendo reported declining year-over-year (YOY) operating margins through the first three quarters of its 2026 fiscal year.
On the positive side, the Switch 2—like its predecessor—has a multi-year sales runway. Even after a strong launch, a large addressable market remains, and the new Mario movie could provide an additional sales tailwind.
Another risk is how artificial intelligence (AI) may reshape the gaming sector. Some fear a revenue hit as more people could create games using AI tools. While user-generated content powered by AI will grow, many consumers are likely to prefer professionally made experiences, which keeps Nintendo well positioned—especially if it leverages AI to speed internal game development.
Since the earnings report, the U.S.-Israel joint military action with Iran has raised additional concerns. Geopolitical tensions could delay some Switch 2 shipments, which are shipped by sea.
NTDOY Stock Needs Technical Confirmation
Nintendo stock has been volatile over the past 12 months. The 52-week range for NTDOY is $13.05 to $24.92. The 52-week high coincided with a two-month surge that peaked in mid-August following the June Switch 2 release. Since then, the stock chart has shown a bearish pattern, though it doesn't appear to be a classic "falling knife." The shares looked to find support around the earnings report.
Timing a turnaround is unclear. The 50-day simple moving average (SMA) has acted as resistance, stalling upward momentum in early March. Investors would want to see a clear breakout above that level on strong volume to confirm a reversal.
The best-case scenario for Nintendo would be an improving U.S. economy, which would lift consumer discretionary stocks broadly and encourage consumers who delayed a Switch 2 purchase to buy. A swift, orderly resolution of geopolitical issues and clearer tariff dynamics would further strengthen Nintendo's outlook.
That could take a quarter or more to materialize. In the meantime, Nintendo pays a reliable dividend and holds more than $15 billion in cash on its balance sheet, against a market capitalization of roughly $73 billion as of this writing.
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