Options selling with Christian

$UAMY Tophers Take on today’s ER and call. Listened to this call twice. Second time took notes. The final thoughts: First off, thoroughly impressed with CEO Gary Evans. Absolutely love the guy. First call as an investor, but have listened to 3 calls now. He is an absolute beast of a leader. $UAMY just crushed it with FY2025 results. Top line data: Revenue +163% to $39.3M Gross profit +185% to $9.9M Margins expanded to 25% (boner alert) $UAMY is North America's only vertically integrated antimony producer outside China/Russia. This is the meat & potatoes. However today on the call Melissa threw a whole bunch of other things at us, which could add significant revenue streams. We are in the cow business, a little copper, and she managed to sneak AI into the call. 🫡 There is $355M in new antimony contracts ($248M DLA/government + $107M commercial). The future is bright. We are taking direction in a lot of cases it sounds like directly from the U.S. govt. Cash & investments = $91M. Impressive growth on this front, and Gary seems adamant about no dilution. Protecting shareholder value. The company spent $27.8M on expansions. Antimony inventory at 465 tons ready to ship. 🔥 Zeolite segment +14% too. Self-mining in Montana online in 2-3 months = big margin boost. Plus pushing into tungsten (first US producer in 12 years according to Gary)+ cobalt operations. Vertical integration game-changer. Full stop. 2026 guidance: $125M revenue (or about 3x growth). Gary Evans on the call: “realistic timelines, Fortune 100 wins, NATO/munitions tailwinds, and "fiscal responsibility." No fluff — straight execution mode.” LOVE LOVE LOVE THIS. ITO—Gary is sandbagging us a little bit on 2026 guidance. This will be a beat. $140-150M = topher estimate. $UAMY has risks, just like any stock. Commodity prices + ramp execution are the main factors. Seasonality (climate) in mining are a factor as well. But balance sheet + backlog de-risk it big time. This is further supported by Jan 2025 institutional ownership at ~10%. As of Dec 31, 2025 tutes own ~50%. This is a critical minerals (not to be confused with rare earth minerals) story with real upside, an outstanding management team/BOD, government backing, American company. The best small cap, growth stock, mineral story out there. As for Topher: he likes the stock. It is believed by Topher that Gary’s obsession with MAKE ME MONEY NOW and maintaining a near perfect balance sheet indicates that he wants to sell this company in the next 36 months. Anecdotal, but not to mention—never has Topher ever heard a CEO open a conference call flexing on his boat and a fishing trip with potential customers. Absolutely badass, Gary is a real dude with a hell of a resume. Second most badass thing is that as soon as Joe got done with his portion of the call—he probably chugged a fifth of Wild Turkey and then went back to his poker tournament and threw in some more Copenhagen. Legend. Excited to be part of this ticker. Cannot pound the table enough on this one.

SUPER MICRO CO-FOUNDER, EMPLOYEE AND CONTRACTOR SMUGGLED NVIDIA CHIPS TO CHINA, U.S. PROSECUTORS CHARGE SUPER MICRO: US UNSEALED INDICTMENT OF 3 PEOPLE LINKED TO CO SUPER MICRO: US INDICTMENT LINKED TO EXPORT-CONTROL VIOLATIONS

US HOUSEHOLD WEALTH HITS RECORD AS STOCKS DRIVE GAINS US household net worth rose $2.2 trillion to a record $184.1 trillion in Q4, fueled mainly by a $1.6 trillion surge in equity holdings as stocks rallied on AI and earnings optimism. Real estate values slipped by about $347 billion amid a weak housing market. Meanwhile, consumer borrowing grew at a modest 3.3% pace, with slower mortgage growth but stronger non-mortgage credit. Business debt growth cooled, while federal borrowing remained strong. Household deposits also climbed 3.3% to a record $20.5 trillion.

🤣🤣 One of the great responses to a reporter in history! JAPANESE REPORTER: Why didn't you tell Japan before the Iran war? PRESIDENT TRUMP: "Why didn't you tell ME about PEARL HARBOR?!" "You believe in surprise much more-so than US!"

SAUDI DEFENCE MINISTRY SAYS AIR DEFENCES DEALING WITH 'BALLISTIC THREAT' IN RIYADH -STATE TV