Filtered library · Theme
commodity-materials-rare-earths theme · 6 dossiers
Dossiers in the commodity-materials-rare-earths theme cluster — 6 names moving on shared catalysts.
All dossiersAMUU
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,…
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…
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…
ELVR
[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.
NEXA
Rare limit-up halt +9.30% on 2026-04-15 after Citi PT raise to $12.50 (2026-04-14) flipped NEXA from high-cost zinc laggard to Aripuanã-ramp + copper-optionality play. Binary Q1 production report due ~2026-04-28 to 2026-05-02 is the only…