Dossier · ELVR · Dormant
ELVR
Last analysed · · source: decision_window
Current thesis
[Stage 1 PRIORITIZE] Critical-minerals cluster confirm with held MP: Canadian C$145M govt convertible + IRR raise, theme ACCEL 0.88, Stocktwits +172%, RSI 63.5 healthy, no dossier yet — clean LOW-probe candidate.
Invalidation trigger
revisit on next decision_window
Thesis status
Open commitment scored if the trigger above fires How this is scored →Current Thesis
_(no analysis yet — pending first synthesis or watchlist research)_
Bull Case
_(pending)_
Bear Case
_(pending)_
Setup & Price Structure
_(pending)_
Catalyst Calendar (next 30 days)
_(pending)_
What Would Change Our Mind
_(pending)_
Correlation Notes
_(pending)_
Related · shared themes
AMUU
2x-leveraged AMD wrapper sitting on an 11-day parabolic run (longest since 2005) into a binary Q1 print on 2026-04-30. Narrative real (MI400/OpenAI/Meta) but every beginner-trap flag is on: RSI>75, 18% stretched above 20-EMA underlying, earnings 10d out, peak-retail leveraged vehicle. DEFER through the print.
AUGO
Gold-producer re-rate on $3,200+ spot + Era Dorada growth leg, but 2026-04-14 CAPEX hike to $386–463M (+65% mid) is an overhang into Q1 print (~2026-05-13). Probe only — wait for AISC and FCF guide.
AVGX
2x daily-leveraged ETF on Broadcom (AVGO), not a stock. Custom-silicon hyperscaler-ASIC narrative is MATURING (AVGX +195% TTM). Only a tactical tool for short-window catalyst trades into AVGO Q2 FY26 print (~2026-06-05 est.). Leveraged-ETF decay forbids core-sizing.
AVL
Unidentified small-cap in commodity-materials basket; likely Avalon Advanced Materials (TSX:AVL) rare-earth/lithium play, but ticker-specific data (price, ADV, filings, catalysts) still absent as of 2026-04-20. DORMANT until first verified datapoint — no entry until identity confirmed and a clean setup prints.