Dear Reader,

All across North America, certain companies are seeing massive, sudden revaluations because they're now being backed by the biggest investor in the world:

The United States government.

Reuters recently reported:

"Trump administration pivots to buying stakes in critical sectors."

And when Washington makes a move... the market reacts fast.

Just look at what happened recently:

• MP Materials surged 50% in a single day after news broke of potential federal involvement.
  
  
• Lithium Americas soared 95% in one session on reports of a possible government stake.
  
  
• Trilogy Metals spiked over 230% the moment the U.S. stepped in.

These aren't small moves - they're the kind of seismic, single-day re-ratings that happen when the government signals it wants to secure strategic metals for AI infrastructure, EVs, grid expansion, defense, and domestic supply chains.

And this isn't slowing down...it's accelerating.

The U.S. isn't just investing - it's stockpiling.

That's why what's happening in Nevada is so compelling.

One of the district's standouts, Guardian Metals, secured over $6 million in U.S. government support, confirmed copper, silver, gold, and tungsten across its project, and surged 300%+ year-to-date.

Their success has refocused the market on Nevada's potential - and now a new early-stage company has stepped into the same corridor, at a fraction of the valuation and at a moment when Washington is signaling exactly what kinds of metals it wants most.

With federal investment flowing, strategic metals in high demand, and this district already proving its strength, the question becomes:

Who's next?

See how this early Nevada company fits into America's critical-metals push.