Sean Daly

$ALM 1Q revenues increased 221% to $25.4 million & generated positive operating cash flow of $9.7 million, marking a significant inflection point. Full discussion: #scroll_comments" target="_blank" rel="nofollow noopener">seekingalpha.com/article/488335…

$ALM 1Q earnings --revenue increased 221% to $25.4 million, driven by a significant increase in the spot price of tungsten APT with the Panasqueira Mine: #scroll_comments" target="_blank" rel="nofollow noopener">seekingalpha.com/article/488335…

@Alexsei88 Thanks. Did the company have an earnings call last night? I just saw the press release. I bought shares last year and recently wrote about the stock: seekingalpha.com/article/488335…

Sangdongin kaivos on kyllä niin mielenkiintoinen tapaus, että ihmettelen todella, jos he saavat Sangdongista ulos jotain järkevää vielä tänä vuonna. Vuosi 2027 on myös ihan yhtä tahmea kuin tämäkin vuosi on. Tällaisia arvioita olen tehnyt viime aikoina. #Tungsten $ALM

$MU $SNDK $NVDA $DRAM New free report on operational issues at the big South Korean chip makers that are driving the "AI Eleven" memory melt-up: alphacreativecapital.substack.com/p/dram-etf-mem…

Memory Mania or Melt-up? Launched 4/2, the Roundhill Memory ETF (DRAM) has quickly gained $6.25 billion AUM, breaking industry records. Up 90.2%, this searing "AI 11" climb is best explained by the “memory melt-up” captivating elite traders. My report: alphacreativecapital.substack.com/p/dram-etf-mem…

$MTLMY Metallium up 7.8% this morning, on reports of partnership and looming DoD Phase 2 Gallium contract: seekingalpha.com/article/489836…

$OGC $OGC.TO OceanaGold delivered record Q1 results--revs up 98% YoY & net profit more than doubling to $235.4 million. With a Forward P/E of 6.82, record FCF, a $270 mil buyback program, & a new NYSE ticker, OGC will see continued outperformance: seekingalpha.com/article/490135…

$MTLMY $MTMCF $MP Metallium Limited leverages an innovative, DARPA-funded Flash Joule Heating technology for a more efficient metals extraction from e-waste, REEs, tailings, and "red mud." My free report: seekingalpha.com/article/489836…

$MIRM Up 150% since my report, Mirum Pharmaceuticals is seeing a sweet 10% breakout on its phase 2 volixibat report: seekingalpha.com/article/478165…

$SBIO ALPS Medical Breakthroughs ETF has surged 91% over the past year, driven by sector reflation and successful late-stage catalysts. Via late-stage clinical biotech poised for FDA approval/ M&A, it offers high-risk, high-reward exposure. Full report: seekingalpha.com/article/489505…

$UURAF $CRML Ucore Rare Metals is emerging as a key North American REE refiner, leveraging proprietary RapidSX technology and robust DoD support: seekingalpha.com/article/489378…

$CRML $MP $UURAF Critical Metals Corp. now owns 92.5% of Tanbreez, arguably the world's largest heavy rare earth element (HREE) deposit, following Greenland's April 17th approval of the ownership transfer. My new report: seekingalpha.com/article/489175…

$INFQ Up 29% today on NVDA tap. You saw it here first: seekingalpha.com/article/488055…

$IONQ $PSRHF $IBM $GOOG New report on the role of domestic He-3 & He-4 production in light of the Iran War and their use in space rocketry (Space X), quantum, MRI machines, & chip making. Pulsar Helium: "Blue Gold" And Its Role In Quantum Computing: seekingalpha.com/article/489128…

$PSRHF $XOM Pulsar Helium up nearly 20% today on blockade news. My full write-up: alphacreativecapital.substack.com/p/quantum-comp…

$INFQ $QTUM $IONQ $RGTI $PSRHF "Quantum Computing’s Key to a Scalable Future": A new report exploring quantum and semiconductor supply chains in the context of the US-Iran War: alphacreativecapital.substack.com/p/quantum-comp…

$INFQ awarded a Missile Defense Agency SHIELD IDIQ contract; the firm deploys 100-Qubit Sqale Platform at UK National Quantum Computing Centre. Infleqtion has real operational momentum: #scroll_comments" target="_blank" rel="nofollow noopener">seekingalpha.com/article/488055…

$YOU Clear Secure has surged 115% since my Feb. '25 Buy call, driven by enterprise traction & tech upgrades. Its new Medicare contract, expanding partnerships, even the TSA airport delays are positioning it as a leading digital identity provider: seekingalpha.com/article/488570…

$DRTS $MRK $RVMD $LLY $BMY Alpha Tau Medical, an under-the-radar Israeli micro-cap, is quietly developing a significant breakthrough in oncology, delivering alpha particle radiation locally into solid tumors: seekingalpha.com/article/488516…

@CourtReagan @CNBC @blackstone Courtney, I always enjoyed your presence on CNBC, as you provided astute insights & seemed to really relish any breaking news. Be sure to read my friend David Carey's book on BX: King of Capital amazon.com/King-Capital-R… Still a big seller in China!

After 20 years at @CNBC, I’m starting a new chapter. I’m joining @Blackstone as Senior Editor of Blackstone Insights, focused on translating Blackstone's unique insights into clear, compelling signals for investors. Excited for what’s ahead and grateful for the journey so far.