AlphaLabs
Dive into the world of high-potential stocks and smart investing with the AlphaLabs Podcast, hosted by Mike Elliott of InvestorConnectAI. Each episode builds on the in-depth analyses from our AlphaLabs blog, spotlighting underrated companies in sectors like mining, biotech, cleantech, and AI. We'll unpack bull cases, market trends, and real-time performance insights—think $DV.V's silver surge or $ONCY's oncology breakthroughs—while sharing strategies to boost investor visibility and uncover hidden gems. Whether you're a seasoned trader or just starting out, join us for candid conversations, expert takes, and actionable ideas that turn data into dollars. Subscribe now and level up your portfolio game!
AlphaLabs
AlphaLabs Macro Brief: The 2026 Resource Chokepoint Supercycle – How AI Power Hunger, Tokenization, and 60% Tariffs Will Ignite a $10 Trillion North American Rerate
AI data centers are about to suck down 1,000 GW of new power by 2030 — that’s an extra Japan + Germany combined.
BlackRock just green-lit $2 trillion in tokenized real-world assets for 2026.
Trump 2.0 tariffs are locking in 60% walls on Chinese metals starting Q1.
This isn’t a cycle.
It’s the biggest structural resource + infrastructure squeeze in two decades — and it’s lifting everything from $6M polymetallic juniors to $200B utilities.
In this emergency AlphaLabs Macro Brief, Mike Elliott breaks down:
- The exact copper/silver/PGM shortages (with 2025 deficit numbers from Goldman, S&P, CRU)
- Why BC and Yukon explorers are about to 10x faster than Bitcoin did in 2020
- The non-mining winners nobody’s talking about: data-center REITs, turbine makers, grid giants (NEE, DLR, ETN, GEV)
- How RWA tokenization turns a $6M drill play into an on-chain cash machine overnight
- The 2026 catalyst calendar + exact allocation cheat codes (20% micros, 30% infra, 20% REITs)
Plus the first three names on the Chokepoint Watchlist (including the 299 g/t silver beast at $6M cap that just went live in AlphaLabs Special Situation).
If you only listen to one macro episode before 2026, make it this one.
Drop your top AI-infra or tariff-proof pick in the comments — best reply gets shouted out in tomorrow’s GZD trenching update.
#ResourceSupercycle #AI #RWA #Tariffs #PowerGrid
Podcast Disclaimer
This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.
Contact AlphaLabs:
ceo@aiprofitlab.net
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