What we call a "rare earth element" is a misnomer...
The term "rare" refers to the fact that while we can often find these materials in nature, the process that we need to make them usable is expensive... and often difficult.
But today, I'll discuss a metal that is rare. And it's worth paying attention to – because it's helping underpin the AI boom...
A new crisis brewing in the AI market now threatens 65 million Americans and the entire U.S. economy. But if you move quickly, you could use this to triple your money (or more) in the weeks ahead. See how this could impact you and how to prepare.
The man who called the 2025 crash three months before it unfolded says another nasty surprise is coming to the markets on July 30. But if you know what's coming, a little-known "green day" vehicle could double your money (as he has already shown six different times this year). Click here to learn more.
Data-Storage Devices Need This Little-Known Metal
This "mythical" metal is ruthenium.
It allows for efficient data storage, which AI needs to exist. A ruthenium coating less than a nanometer thick gives a hard-disk drive ("HDD") much higher data density.
You might have heard of HDDs before. These devices store and retrieve digital data – like what all that AI is using.
They are less expensive and can a larger capacity than newer solid-state drives ("SSDs"). While SSDs are faster, they can cost more than double a similar-sized HDD.
My first computer had a 500-gigabyte HDD in it. Today, you can easily find 16-terabyte HDDs. That's 32 times bigger capacity than my old computer.
HDDs grew in storage capacity while maintaining the same physical size... all thanks to ruthenium.
But as I said, ruthenium is rare. It's in concentrations of the Earth's crust at about 0.001 parts per million. And the annual global supply is only about 30 tons.
In fact, it's mainly produced as a byproduct of platinum mining.
The amount of ruthenium needed to make a single HDD varies per capacity. Still, it doesn't take much to work its magic. We're talking less than a gram per HDD.
But the sheer volume of storage needed for a data center is staggering. And that means tens of thousands of these high-end HDDs.
Just consider that Meta Platforms' (META) Facebook produces about 4,000 terabytes worth of data each day.
That would suck up 250 of those 16-terabyte drives I mentioned earlier to store the data. A year's worth of Facebook's data production would call for 91,250 of them.
If you know anything about AI, you can understand the scope of this issue...
Meanwhile, ruthenium helps power the data storage that feeds the AI boom.
As the demand for data grows, keep an eye on what's happening with this commodity.
Good investing,
Ethan Goldman
Marc Chaikin: 'Ask Me Anything'
In August, Marc Chaikin is doing something he has never done before. After a wild six months for stocks, Marc knows you may have many lingering questions. So, he'll be going on camera – NOT to discuss a specific opportunity, but instead to devote his time to answering YOUR most pressing questions.
But to do that, we need to hear from YOU. If something is keeping you up at night (whether it worries or excites you), we want to hear from you. Marc will answer as many questions as possible during his "Ask Me Anything" event next month.
— According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are Bullish. Major indexes are mixed.
* * * *
Sector Tracker
Sector movement over the last 5 days
Energy
+3.55%
Health Care
+3.2%
Industrials
+2.56%
Consumer Discretionary
+1.33%
Financial
+1.3%
Information Technology
+1.09%
Materials
+0.39%
Real Estate
+0.12%
Consumer Staples
-0.27%
Utilities
-0.48%
Communication
-0.53%
* * * *
Industry Focus
Mining Services
19
12
0
Over the past 6 months, the Mining subsector (XME) has outperformed the S&P 500 by +24.07%. Its Power Bar ratio, which measures future potential, is Very Strong, with more Bullish than Bearish stocks. It is currently ranked #2 of 21 subsectors.
Top Stocks
NEM
Newmont Corporation
CMC
Commercial Metals Co
ZEUS
Olympic Steel, Inc.
* * * *
Top Movers
Gainers
SMCI
+10.24%
AMD
+4.32%
FANG
+4.09%
NKE
+3.89%
WSM
+3.59%
Losers
ALB
-10.71%
RVTY
-8.32%
CNC
-5.39%
CMG
-4.06%
DECK
-3.82%
* * * *
Earnings Report
Earnings Surprises
RITM Rithm Capital Corp.
Q2
$0.54
Beat by $0.02
RVTY Revvity, Inc.
Q2
$1.18
Beat by $0.04
BOH Bank of Hawaii Corporation
Q2
$1.06
Met estimate
* * * *
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