| And this means a surge of money going into the sector. As of December 2024, five of the largest hospital networks in America are quietly piloting AI diagnostic systems.
So, it’s time to focus on companies with FDA approval pathways and existing partnerships with major healthcare providers.
And with Trump and Musk ascending to power with the Dept of Government Efficiency (DOGE) - the regulatory barriers are about to come crashing down.
Action Step #2: Focus on companies with FDA approval pathways and existing partnerships with major healthcare providers.
Trump, Musk, and the Solar Surge
Now, here's where things get interesting...
The market's completely misreading what's about to happen in solar. They think a potential Trump presidency would hurt renewable energy.
They're dead wrong.
What they're missing:
- Solar installation costs dropped 40% in 2024
- Grid storage capacity is set to triple by 2026
- U.S. manufacturing capacity is at just 20% of projected 2025 demand
And with Musk's recent hints about a revolutionary new solar storage technology, we could be looking at a perfect storm for U.S. solar manufacturers.
Action Step #3: Look for North American-based manufacturers with strong balance sheets and existing contracts with utility companies.
Silver: The Silent Multiplier
Silver has always played second fiddle to gold. It’s been called “poor man’s gold,” an inflation hedge, or just another shiny object. But I’m here to tell you—those days could be over, fast.
Silver isn’t just precious; it’s essential. It’s the quiet backbone of the biggest revolutions in energy, technology, and defense. And yet, almost no one is paying attention to what’s happening right now.
Let me paint you a picture…
Every solar panel relies on silver. Every AI server depends on it. Every advanced military application—from radar systems to weaponry—needs it. And demand continues to rise.
- Global silver consumption is on track to hit an all-time high in 2024, and guess what? Industrial applications are driving over 60% of that demand.
Supply is not just tight—it’s disappearing. Mining output can’t keep up and we’re staring down the largest supply deficit in over a decade. When money moves to silver – silver stocks can move fast.
The Last Word of the Year
As we close out 2024, remember this:
The biggest gains don't come from following the herd. They come from seeing how seemingly unrelated pieces fit together before everyone else does.
These are just four sectors – antimony, health tech AI, solar, and silver – that are setting up for what I call a "Silent Surge" in 2025.
There are many more we are following in the premium monthly newsletter, Katusa’s Resource Opportunities - and investment ideas on how to benefit from the Silent Surge.
They're interconnected plays in what I believe will be the biggest industrial transformation of the next decade.
And on that note, we at Katusa Research wish all of you a healthy and prosperous 2025.
Regards,
Marin Katusa the Katusa Research Team
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