Goldman Sachs says that 40% of AI data centers will be crippled by electricity shortages by 2027. Not chip shortages or funding issues, but power.
I thought this would happen sooner, but Trump has backed a ban on diesel exports, while Treasury Secretary Bessent said the U.S. is "examining whether it's feasible in terms of the overall refining capacity and whether a full or partial ban would work." But the big question is how it would impact prices in the long run as well as the broader economy. Average diesel prices reached a record US$6.53/gallon on Tuesday, up 77% Y/Y, data from the American Automobile Association showed.
For the last couple of weeks, the 10-year U.S. Treasury has been flirting with the 5% mark and can't make up its mind. Most amazing is the stock market still holding together under these conditions, telling us that the future will be perfect.
Heliostar Metals
Recent Price - CA$2.31
Entry Price - CA$2.95
Opinion - Buy
Heliostar Metals Ltd. (HSTR:TSX.V; HSTXF:OTCQX; RGG1:FSE) released details on the progress of key activities and milestones for the planned development of its Ana Paula project, which is expected to start production in 2027.
Feasibility Study remains on track for completion in Q2 2027
- Targeting a mid-2027 construction decision, with first gold planned before the end of 2028
- Updated Mineral Resource estimate in final stages of completion
- Process flowsheet finalized with metallurgical test work substantially completed
- Permitting timelines are progressing with no material delays
- Overall, the feasibility study is 34% complete, with early works evaluation, construction planning, and debt financing arrangement all underway
- Trade-off studies have focused on opportunities to improve project economics and extend mine life
Heliostar is the ideal junior producer we want to own in this next phase of the gold bull market. It has a path of low capex to a significant increase with production and is relatively unknown.
That said, Heliostar is included in the GDXJ ETF as of September 18 and caused the spike in volume that day.

Watch the stock to break CA$2.50 to signal the next leg higher.
Blackrock Silver
Recent Price - CA$1.20
Entry Price - CA$0.14
Opinion – Hold, Buy on weakness < CA$1.10
Blackrock Silver Corp. (BRC:TSX.V; BKRRF:OTCQX; AHZ0:FSE) has been a huge winner for us, and its discovery keeps on growing. They were also added to the GDXJ ETF. This month
Blackrock announced the first tranche of results from its fully-funded Eastern Expansion Program and NW Step Out Program (see February 25, 2026, news release) on its 100% owned Tonopah West project ("Tonopah West") located in Nye and Esmeralda Counties, Nevada, United States.
The 600-meter northwest extension and NW Step Out Program drilling extends the inner mineralized high-grade corridor an additional 600 meters northwest along the projection of the Denver vein system. Drillholes TXC26-192A, -199, -200, and -201 confirm the extension.
Drill Highlights:
- TXC26-200: 0.49 m of 1,096.0 g/t AgEq (797.0 g/t Ag, 2.77 g/t Au) from 673.00 m. The hole also returned 0.70 m of 343.6 g/t AgEq from 707.66 m and 0.76 m of 318.5 g/t AgEq from 840.79 m.
- TXC26-192A: 1.98 m of 343.0 g/t AgEq (179.5 g/t Ag, 1.51 g/t Au) from 633.83 m, including 0.43 m of 1,114.4 g/t AgEq (553.0 g/t Ag, 5.20 g/t Au). The hole also cut 3.05 m of 132.9 g/t AgEq from 590.25 m, and 0.43 m of 638.7 g/t AgEq from 597.29 m.
- TXC26-184: 0.76 m of 1,036.6 g/t AgEq (431.0 g/t Ag, 5.61 g/t Au) from 296.11 m, plus 0.40 m of 877.1 g/t AgEq from 305.29 m.
- TXC26-199: 1.22 m of 294.5 g/t AgEq (129.3 g/t Ag, 1.53 g/t Au) from 765.96 m.

The stock made a strong run when silver rose and came down hard. Continue to hold, and if you don't own any stock, I would buy on weakness below CA$1.10.
I have saved the best for last, what I see as a strong buy now.
Argenta Silver
Recent Price -CA$0.47
Entry Price CA$0.65
Opinion – Strong Buy
On Monday, Argenta Silver Corp. (AGAG:TSX.V; AGAGF:OTCQX; T1K:FSE) reported initial flotation results from its ongoing metallurgical variability testwork program at the El Quevar project in Salta Province, Argentina.
Initial rougher flotation testing across 15 representative variability samples returned strong silver recoveries, with 13 of 15 samples averaging approximately 95% Ag recovery, including recoveries reaching as high as 99%. Two representative samples with contrasting rougher mass-pull responses were subsequently advanced to cleaner flotation testing, achieving up to 96% Ag recovery to a final concentrate grading 14,857 g/t Ag.
Joaquín Marias, President and Chief Executive Officer of Argenta Silver, commented: "These initial metallurgical results from Yaxtché are outstanding. Achieving silver recoveries of approximately 99% in multiple rougher flotation samples, together with 96% silver recovery in cleaner testing producing a concentrate grading 14,857 g/t Ag, is an exceptional result, particularly considering that this is still early-stage testwork and that optimization, blending, and locked-cycle testing have not yet been completed. These results demonstrate the high quality of the mineralized system and give us increasing confidence in the metallurgical potential of Yaxtché. With additional optimization work now underway, we are very excited about what the final concentrate products and metallurgical results could show over the next 45 to 60 days."
Argenta keeps getting better and better, but you would not know it by the stock price. It is a district-scale project with excellent infrastructure that has all kinds of expansion potential. The 45 million ounces identified so far are high grade at 482 g/t, and the company is backed by mining guru Frank Giustra. We now know recoveries are exceptional, and the ounces are valued around a very cheap CA$2.00/oz.

What is more intriguing is the chart setup. It is a substantial correction and now shows a wedge pattern with a triple bottom. I expect an upside breakout on the wedge pattern, and I don't think we will have to wait long.
A close at CA$0.64 or better would be very bullish.
Joe found this silver stock, and it has now become my favorite silver play
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