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AlphaLabs

AlphaLabs

By: Mike Elliott
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Dive into the world of high-potential stocks and smart investing with the AlphaLabs Podcast, hosted by Mike Elliott of InvestorConnectAI. Each episode builds on the in-depth analyses from our AlphaLabs blog, spotlighting underrated companies in sectors like mining, biotech, cleantech, and AI. We'll unpack bull cases, market trends, and real-time performance insights—think $DV.V's silver surge or $ONCY's oncology breakthroughs—while sharing strategies to boost investor visibility and uncover hidden gems. Whether you're a seasoned trader or just starting out, join us for candid conversations, expert takes, and actionable ideas that turn data into dollars. Subscribe now and level up your portfolio game!

© 2025 AlphaLabs
Economics Personal Finance
Episodes
  • AlphaLabs Podcast: The Copper Supercycle's Forgotten District: Why Grizzly Discoveries (GZD) Is the Ultimate Hidden Gem
    Nov 19 2025

    We explore the story of Grizzly Discoveries (TSXV: GZD), which AlphaLabs Research identifies as potentially the most asymmetric copper-gold exploration play left in North America.

    This overlooked opportunity centers on the Greenwood Mining Camp in southern British Columbia, a region that was once the largest copper producer in the entire British Dominion in 1905. The historic camp produced over 1.3 billion lbs of copper and millions of ounces of gold in the early 1900s, including high-grade skarn ore from the Motherlode Mine.

    Key Discussion Points:

    The Land Package: Grizzly controls a massive, consolidated land package of ~180,000 acres (72,700 ha) in this historic area, a size significantly larger than typical BC Copper Junior Peers (10,000–50,000 acres). Crucially, GZD recently acquired the Motherlode Crown Grants, which retain full subsurface rights—a rarity that offers legal precedence.

    Macro Tailwinds: We examine why this district is perfectly positioned for the 2025–2030 Copper Tsunami. The global refined copper deficit is exploding due to the demands of the AI/Data Center/Power Chokepoint Supercycle. BC is highlighted as a Tier-1 jurisdiction desperate for domestic supply.

    Asymmetric Valuation: Despite the historic production on its ground (77M lbs Cu + 173k oz Au), GZD is trading at a "microscopic" market cap of approximately C4–6M.Thisvaluationisdescribedas"laughablycheap"comparedtotypicalpeersvaluedatC50–300M+.

    Near-Term Catalysts: Grizzly has secured drilling and trenching permits for multiple targets (Midway, Sappho, Copper Mountain, and Imperial) and is launching an aggressive fall/winter program (Sept 2025). With permits in hand and a tiny float, the sources suggest that "one good drill hole could send this stock 10–50× from current levels", echoing the violent rerates seen across other BC copper juniors in 2024–2025.

    Listen in to understand why Grizzly is being defined as "the ultimate lottery ticket on the next major copper-gold skarn/porphyry discovery" and an overlooked story that could become a "2026 legend".

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    ceo@aiprofitlab.net
    x.com/mikeelliott

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    13 mins
  • Chokepoint Supercycle: Week 46 Deep Dive – IEA’s 1,000 TWh AI Bomb, Tariff Reroutes, & PLTR’s $2T Rails
    Nov 14 2025

    In this week-ending AlphaLabs Deep Dive, we unpack the macro fireworks that just supercharged the Chokepoint Supercycle thesis. The IEA’s World Energy Outlook 2025 drops a 1,000 TWh AI power shock, US grids lag 45 GW, and tariffs carve exemptions while slamming 60% walls on China—rerouting billions to North American juniors.

    • Power Crunch: CCJ +2.1%, UROY +4.3%, OKLO +1.8% as nuclear/SMRs become the AI grid lifeline.
    • Resource Rerate: SCZ.V +5.2%, GZD.V +8.1% on tariff-proof silver/Zn feeds.
    • Rails Revolution: PLTR +4.7% after hiking FY26 guidance 25%—tokenizing $2T in royalties.
    • Verdict: Thesis intact and accelerating—340% base case by EOY 2026, -14% max drawdown hedged.

    No breaks. Only bottlenecks getting tighter.

    Subscribe to AlphaLabs Pro ($20/mo) for daily scans, buy/sell lists, limit orders, and real-time alerts:
    👉 https://investorconnectai.com/pro-members

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    ceo@aiprofitlab.net
    x.com/mikeelliott

    Show More Show Less
    12 mins
  • AlphaLabs Macro Brief: The 2026 Resource Chokepoint Supercycle – How AI Power Hunger, Tokenization, and 60% Tariffs Will Ignite a $10 Trillion North American Rerate
    Nov 7 2025

    AI data centers are about to suck down 1,000 GW of new power by 2030 — that’s an extra Japan + Germany combined.
    BlackRock just green-lit $2 trillion in tokenized real-world assets for 2026.
    Trump 2.0 tariffs are locking in 60% walls on Chinese metals starting Q1.

    This isn’t a cycle.
    It’s the biggest structural resource + infrastructure squeeze in two decades — and it’s lifting everything from $6M polymetallic juniors to $200B utilities.

    In this emergency AlphaLabs Macro Brief, Mike Elliott breaks down:

    • The exact copper/silver/PGM shortages (with 2025 deficit numbers from Goldman, S&P, CRU)
    • Why BC and Yukon explorers are about to 10x faster than Bitcoin did in 2020
    • The non-mining winners nobody’s talking about: data-center REITs, turbine makers, grid giants (NEE, DLR, ETN, GEV)
    • How RWA tokenization turns a $6M drill play into an on-chain cash machine overnight
    • The 2026 catalyst calendar + exact allocation cheat codes (20% micros, 30% infra, 20% REITs)

    Plus the first three names on the Chokepoint Watchlist (including the 299 g/t silver beast at $6M cap that just went live in AlphaLabs Special Situation).

    If you only listen to one macro episode before 2026, make it this one.

    Drop your top AI-infra or tariff-proof pick in the comments — best reply gets shouted out in tomorrow’s GZD trenching update.

    #ResourceSupercycle #AI #RWA #Tariffs #PowerGrid

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    ceo@aiprofitlab.net
    x.com/mikeelliott

    Show More Show Less
    19 mins
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