Sean Brodrick – Opportunities In Gold, Silver, Copper, and Lithium Stocks, Still Constructive On Drones, Rockets, and Utilities Stocks
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins me to continue on with our prior discussion reviewing the macroeconomic implications of tariffs and geopolitics on the markets. He reiterates why he still remains bullish and holding positions in gold, silver, copper, and lithium stocks, but that he is also constructive on defense stocks in drones and rockets, and also accumulating energy efficiency companies.
We start off reviewing the shifting market sentiment and wild swings in both copper and gold as they react to on-again/off-again tariff news. He points out that most of these temporary pricing fluctuations in copper and gold are just noise, and he remains focused on the larger developing bull market trends in both metals, and opportunities in the related mining stocks. We also discuss the very positive Q2 earnings newsflow from both the gold and silver producers, and opine on when they become so constructive that generalist investors can no longer ignore them and come into position with some exposure to the sector. Higher metals prices and more participation from market participants is keeping the party going in the metals space.
Next we got into the rally we’ve seen in some of the lithium stocks coming off the lows of a few months ago, and Sean highlights Sigma Lithium Corp (TSX-V:SGML) (NASDAQ:SGML) as a company they’ve been scaling into to position for a move higher across the lithium sector. This leads us into a discussion on ways to position in the energy sector by way of the utility companies and he mentions both Dominion Energy (NYSE:D) and Vistra Corp. (NYSE: VST) as 2 stocks that have his interest in this sector.
Wrapping up, Sean outlines why outside of the resource investing space, he remains constructive on defense stocks focused on drones and rockets, and he also highlights AMSC (Nasdaq: AMSC) as a company straddling both the defense sector and the energy sector coming up with solutions for both military applications and the hyper-scalers.
Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends
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Opportunities In Growth-Oriented Gold Producers – Part 12
Excelsior Prosperity w/ Shad Marquitz (08-11-2025)
Thor Explorations (THX) (THX.L) (THXPF)
https://excelsiorprosperity.substack.com/p/opportunities-in-growth-oriented-fd9
https://www.tradingview.com/x/nVg39Sv3/
HGRAF : Retracement Zone.
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Add/Buy Target: 1.17 +/- 3¢
1.86 – 1.73 = 13¢
Nix 1.30.
The trading in HydroGraph gets so frenetic that The CSE imposed another trading halt during the day for an hour or so to keep the stock from going totally ballistic, this is the second time it has happened in less than two weeks I have never seen anything like this. That should tell investors something big is happening. They are talking with The DOD as well as many other people but as a defense related play alone it will be HUGE! DT
The Graphene Revolution is Here: Graphene is 200 times stronger than Steel: DT
HydroGraph keeps chugging higher everyday. I believe that some of the large share buying blocks are from prospective takeover companies grabbing 9.9% so they don’t trip the radar. This technology is so unique and suited for so many industries that there are a range of people seeing this as an acquisition. I don’t think it will survive 6 more months under the same company. They are planning to get delisted from The Canadian Securities Exchange and move over to The Nasdaq in early 2026. I wish they would get a listing on The TSX and stay in Canada and The US. With this being a tech and a commodity play that I believe would serve them well. DT 👍👌