Gerardo Del Real,
Editor
Oct. 15, 2025
Overnight, everyone is all of a sudden a uranium and rare earth expert.
Coincidentally, it comes at a time when the U.S. government is throwing its hat in the ring to potentially stockpile critical metals and backstop prices in an effort to narrow the wide gap in processing dominance with China.
As a result, the current administration is taking direct stakes in several critical metals companies. JP Morgan is targeting $1.5T in investment to help expedite what Scott Bessent calls an “Operation Warp Speed”-like effort — but for critical metals supply and refinement.
Companies that have received “daddy bucks” have surged 50% to 60% overnight as a result, and speculators are now guessing who might be next to get some of those daddy bucks in hopes of making a quick dollar.
The trend is very real — with very real money and very real support.
The U.S. Army on Tuesday just announced the Janus Program.
What is the Janus Program, you ask?
It’s a six-year-plus effort by the Army and the Pentagon’s Defense Innovation Unit with the goal of developing and constructing hundreds of state-of-the-art small nuclear reactors to power military bases across the United States, according to The Wall Street Journal.
Thinking ahead, you can see where these reactors could eventually be commercialized to meet other energy needs.
The reactors will generate ~20 megawatts of electricity — enough to power a small town or base — and will be small enough to be transported by ship or aircraft to remote military locations overseas.
The Army has stated that it hopes to have the first reactors operational at bases across the country by September 2028.
Let’s be clear: companies able to meaningfully participate in supplying America’s critical metals needs will do well. But those will be a select few… and that should be a catalyst in your stock-picking decision, not the sole reason you buy it.
Share structure still matters. Valuation still matters. Jurisdictional risk still matters.
Daddy Warbucks money coming in? That’s a bonus. It’s why just last week I took 300% and 1,000% profits on two companies I’m confident will go higher… but may not provide me another 300% or 1,000%, which is what I look for.
It also makes room in the Junior Resource Monthly portfolio for those next ideas, which I’m hard at work on.
Over the next several months, I’ll be introducing new ideas to you: real companies with real management teams that have delivered value in both bear and bull markets.
I hope you’ll join me for the ride.
This commodity cycle is the one we’ve been waiting for — and I hope you’re able to take advantage of it with me.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle