The CIA Accidentally Discovered the Rare Earth MOTHERLODE
…And One $5 Stock Sits at the Center of it ALL
Dear Reader,
Inside the CIA’s private museum at Langley sits a strange black rock, sealed in a block of clear plastic.
It looks like a lump of coal… but it’s NOT.
It’s a tiny piece of the biggest discovery of critical resources ever made… a $16 trillion treasure trove that 60 Minutes calls “staggering.”
And one small company you can buy today for about $5 holds the rights to harvest the richest stretch.
Click here for the jaw-dropping TRUE story.
As you’ll see…
The CIA stumbled onto it during one of the boldest secret missions of the Cold War.
To hide what they were really doing, they teamed up with billionaire Howard Hughes and invented a fake mining company.
The whole world bought the story.
But when the mission was over, the CIA came back with something nobody expected… rocks as heavy as gold bricks, packed with rare earths, cobalt, nickel and lithium.
These are the same materials that are driving the 21st-century economy.
America can’t build a fighter jet, an electric car or an AI data center without them.
A $16 Trillion Chess Move that practically nobody sees coming…
At the center of it all is the only company with the technology and track record to harvest this rare earth motherlode.
A publicly traded stock you can buy right now for $5.
The last time Trump backed a mining company like this, its stock shot up 407% in a single week. This time, I believe this stock could hit $50 by the time Trump’s second term is over.
Click here for the details before Trump makes his move.
Regards,
Matt McCall, Head Innovations Strategist
Monument Traders Alliance
P.S. A former CIA insider just sent me Trump’s executive order by OVERNIGHT FedEx, with one section highlighted in yellow. Click here to see why it could be the key to 1,000% gains before Trump leaves the White House.
CoreWeave Has $104 Billion in AI Orders. Now It Must Prove It Can Cash Them.
There are companies with big order books, and there are companies that can convert those orders into profit. CoreWeave (CRWV) has spent most of 2026 proving it belongs in the first category. Tuesday’s Q3 report, due after the close on November 10, will reveal whether it qualifies for the second.
The numbers heading in are almost absurdly large. As of June 30, CoreWeave reported revenue of $2.575 billion for Q2 and a revenue backlog of approximately $104 billion. The company then told the market it added more than $25 billion of net new customer commitments early in Q3, and management’s Q3 revenue guidance of $3.45 to $3.60 billion requires a 34 to 40 percent sequential increase from that Q2 base. Analysts are broadly expecting that guidance to hold, with many estimates clustering around roughly $3.5 billion of revenue.
So why is the stock at a 52-week low?
The short answer is the balance sheet. Second-quarter 2026 net interest expense reached $640 million, compared with $267 million a year earlier. Q3 guidance implies only a mid-single-digit adjusted operating margin, and the company carries a book debt-to-equity ratio of 14.3 with a current ratio of 0.46. CoreWeave’s overall credit rating sits at B+ from S&P, which is junk bond territory. That is a precarious capital structure to carry while spending $35 to $39 billion on capex for the full year.
Then came the political shock. Shares of AI infrastructure companies with Texas exposure slumped after Democrat Gina Hinojosa defeated Republican incumbent Greg Abbott in the Texas governor’s race, raising concerns over potential curbs on data center expansion. From October 6 to November 6, CoreWeave fell about 50% to roughly $46.
CoreWeave is not the only AI infrastructure company where a massive order book coexists with a troubling cash position. Super Micro guided fiscal 2027 revenue as high as $72 billion while posting negative operating cash flow for the full year.
What long-term investors should actually watch Tuesday night is not the revenue line. At triple-digit growth, that beat or miss is almost beside the point. The real signal is in three places: active power capacity and fleet utilization (how much of the contracted infrastructure is actually generating revenue), the trajectory of interest expense relative to operating income, and any update to the full-year exit-rate target of $18.5 to $19.5 billion in annualized revenue. The company has plenty of booked demand, but its operating system still has to convert booked demand into powered racks, functioning GPUs, revenue, and eventually cash.
The bullish case is straightforward: backlog of this scale, anchored by hyperscaler customers, rarely evaporates. The bearish case is equally plain. Aggressive leverage, thin margins, and rising regulatory risks persist despite robust revenue growth. A company financing GPU clusters with junk-rated debt while investors demand double-digit yields is not a margin-of-safety investment by any conventional measure.
The credit market is adding its own pressure. Corporate bond spreads have blown out to six-month wides, driven by record AI infrastructure issuance competing for the same investor wallets.
Tuesday’s report will not resolve that debate permanently. But it will tell investors whether the gap between CoreWeave’s backlog and its bank account is narrowing or widening. That gap is the only number that actually matters.
