Weekly Report - June.07, 2026

Broad market selloffs, grid infrastructure bottlenecks, and a core deep-value opportunity in the potash sector.

I have been bearish on the overall stock market for quite some time and have been urging caution, and on Friday we saw deep red across the board. Because of this market environment, I will not include a list of momentum breakouts this week; to be quite frank, there simply weren't any setups that fit my specific technical model. Instead, this report will feature a deep dive into what I believe is a significant opportunity in a potash stock, alongside additional core notes from the week.

Notes from the week -

The Re-Industrialization of Energy Demand

Private data center construction spending has officially eclipsed total public spending on US transportation infrastructure (highways, rail, transit). The sheer volume of capital flooding into this sector implies an unprecedented expansion of structural power grid requirements.

The long-term implications for baseline energy grid capacity and the industrial commodities required to support this infrastructure remain significantly underappreciated by the broader market, this will continue to remain an area of focus for my portfolio.

Sector Note: Gold Miners Under Pressure

The heat map above shows the performance for gold mining stocks last week, with many down between 10% and 20%. Given the severity of this across-the-board selloff, it is entirely possible that these equities are beginning to retrace a significant portion of the gains made over the last two years. I will be following this sector closely, as a deeper structural correction could eventually present an exceptional buying opportunity.

Grid Constraints

As data center infrastructure scales, the strain on local utilities is translating into direct price hikes for retail consumers. In Arizona, the largest utility has proposed a 45% rate increase for data centers alongside a 14.5% hike for residential households.

This shifting dynamic heavily supports the long-term structural thesis for uranium. As power grids face unprecedented load growth, the necessity for reliable, high-density baseload power will likely transform nuclear energy expansion into a central political and economic priority.

The Case for a Re-Rating: A Fully-Permitted, Shovel-Ready Potash Developer

This week’s deep dive features an overlooked micro-cap developer sitting on a fully-permitted, shovel-ready potash asset in Saskatchewan. Unlike mega-cap producers burdened by multi-billion-dollar conventional mining footprints, this company utilizes a disruptive, small-scale modular engineering approach that completely eliminates salt tailings and bypasses massive environmental bottlenecks. Backed by a newly minted exclusivity agreement with a major Southeast Asian industrial conglomerate—who is actively funding a technical expansion to double the project's target capacity to 500,000 tonnes per year—this company is rapidly approaching a binding final investment decision.