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On January 1, 2027, new U.S. defense procurement rules will prohibit Chinese-origin rare earth materials from use in American weapons systems. That means defense contractors must secure alternative sources of supply before the deadline arrives. Rare earth elements are critical to modern military technology. They're found in advanced radar systems, missile guidance systems, submarines, drones, and fifth-generation fighter aircraft. The F-35 alone requires more than 900 pounds of rare earth materials. But China still controls roughly 90% of global rare earth processing capacity, and has already begun restricting exports of several key heavy rare earth elements. That's why attention is beginning to shift toward Labrador. Saga Metals (TSXV: SAGA, OTCQB: SAGMF) recently acquired the Wolverine Project, located within one of the world's most important rare earth geological belts - the same region that hosts major discoveries including Strange Lake, Kvanefjeld, and Tanbreez. Current estimates suggest Wolverine contains approximately 28-29% heavy rare earth oxides, giving it one of the stronger heavy rare earth profiles in North America. With the DFARS deadline approaching, Saga is positioned in one of the most strategically important resource sectors on the continent. |
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Tomorrow Investor |
Bonus content from Invested Early:
The 10 Highest-Rated Small Caps on AltIndex Right Now
Our partner AltIndex’s AI score does more than just ranking the mega-caps. It’s just as applicable at the other end of the market with the small and micro caps, where the real potential upside actually lives.
Here are the 10 highest-rated small and micro caps ($50 million to $2 billion) as of today. Think of it as a research starting line, not a buy list.
# | Ticker | Company | Industry | AI Score | Mkt Cap | Notable signal |
|---|---|---|---|---|---|---|
1 | HURN | Huron Consulting | Business Services | 74 | $1.78B | hiring +10% |
2 | SHIP | Seanergy | Shipping | 73 | $335M | P/E 8.6, 3.8% yield, earnings beat |
3 | SBSI | Southside Bancshares | Regional bank | 70 | $986M | 4.4% yield |
4 | RZLV | Rezolve AI | AI software | 70 | $917M | +74% today, insider buying |
5 | MNKD | MannKind | Biotech | 69 | $1.05B | hiring +34%, Reddit +200% |
6 | CSWC | Capital Southwest | BDC | 69 | $1.44B | ~9.9% yield, insider buying, beat |
7 | CGNT | Cognyte Software | Security software | 69 | $663M | +8.6% today, earnings beat |
8 | KINS | Kingstone Companies | Insurance | 68 | $224M | P/E 7, 4 insider buys |
9 | SMP | Standard Motor Products | Auto parts | 67 | $873M | P/E 10.5, earnings beat |
10 | AMN | AMN Healthcare | Staffing | 67 | $1.23B | hiring +8% |
A few patterns jump out. There's a cluster of insider buying (Kingstone, Capital Southwest, and just outside the top 10, Trinity Capital and Similarweb), where executives are putting their own money to work. There are two high-yield BDCs for the income crowd. And there are a couple of pure momentum rockets, Rezolve AI up 74% in a single day, Similarweb up 42%, that are exactly as exciting and as dangerous as they sound.
Which is the whole point of this corner of the market. The upside is real, and so is the chance of a name cutting in half. Treat anything here as a small, deliberate position you've researched yourself, never a tip. We'll break down the most interesting ones in upcoming editions.
AltIndex AI scores as of June 9. Not financial advice, and small caps are volatile and speculative. Always do your own research.
See a name on this list you want us to dig into? Hit reply and tell us.
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