Épisodes

  • AlphaLabs Podcast: The Copper Supercycle's Forgotten District: Why Grizzly Discoveries (GZD) Is the Ultimate Hidden Gem
    Nov 19 2025

    We explore the story of Grizzly Discoveries (TSXV: GZD), which AlphaLabs Research identifies as potentially the most asymmetric copper-gold exploration play left in North America.

    This overlooked opportunity centers on the Greenwood Mining Camp in southern British Columbia, a region that was once the largest copper producer in the entire British Dominion in 1905. The historic camp produced over 1.3 billion lbs of copper and millions of ounces of gold in the early 1900s, including high-grade skarn ore from the Motherlode Mine.

    Key Discussion Points:

    The Land Package: Grizzly controls a massive, consolidated land package of ~180,000 acres (72,700 ha) in this historic area, a size significantly larger than typical BC Copper Junior Peers (10,000–50,000 acres). Crucially, GZD recently acquired the Motherlode Crown Grants, which retain full subsurface rights—a rarity that offers legal precedence.

    Macro Tailwinds: We examine why this district is perfectly positioned for the 2025–2030 Copper Tsunami. The global refined copper deficit is exploding due to the demands of the AI/Data Center/Power Chokepoint Supercycle. BC is highlighted as a Tier-1 jurisdiction desperate for domestic supply.

    Asymmetric Valuation: Despite the historic production on its ground (77M lbs Cu + 173k oz Au), GZD is trading at a "microscopic" market cap of approximately C4–6M.Thisvaluationisdescribedas"laughablycheap"comparedtotypicalpeersvaluedatC50–300M+.

    Near-Term Catalysts: Grizzly has secured drilling and trenching permits for multiple targets (Midway, Sappho, Copper Mountain, and Imperial) and is launching an aggressive fall/winter program (Sept 2025). With permits in hand and a tiny float, the sources suggest that "one good drill hole could send this stock 10–50× from current levels", echoing the violent rerates seen across other BC copper juniors in 2024–2025.

    Listen in to understand why Grizzly is being defined as "the ultimate lottery ticket on the next major copper-gold skarn/porphyry discovery" and an overlooked story that could become a "2026 legend".

    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
    x.com/mikeelliott

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    13 min
  • Chokepoint Supercycle: Week 46 Deep Dive – IEA’s 1,000 TWh AI Bomb, Tariff Reroutes, & PLTR’s $2T Rails
    Nov 14 2025

    In this week-ending AlphaLabs Deep Dive, we unpack the macro fireworks that just supercharged the Chokepoint Supercycle thesis. The IEA’s World Energy Outlook 2025 drops a 1,000 TWh AI power shock, US grids lag 45 GW, and tariffs carve exemptions while slamming 60% walls on China—rerouting billions to North American juniors.

    • Power Crunch: CCJ +2.1%, UROY +4.3%, OKLO +1.8% as nuclear/SMRs become the AI grid lifeline.
    • Resource Rerate: SCZ.V +5.2%, GZD.V +8.1% on tariff-proof silver/Zn feeds.
    • Rails Revolution: PLTR +4.7% after hiking FY26 guidance 25%—tokenizing $2T in royalties.
    • Verdict: Thesis intact and accelerating—340% base case by EOY 2026, -14% max drawdown hedged.

    No breaks. Only bottlenecks getting tighter.

    Subscribe to AlphaLabs Pro ($20/mo) for daily scans, buy/sell lists, limit orders, and real-time alerts:
    👉 https://investorconnectai.com/pro-members

    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
    x.com/mikeelliott

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    12 min
  • The Bull Case for Dolly Varden Silver: High-Grade Hits in the Golden Triangle During Silver's Supercycle Surge
    Oct 16 2025

    In this episode of the AlphaLabs Podcast, host Mike Elliott dives deep into Dolly Varden Silver Corp ($DV.V, $DVS), a standout junior explorer riding the 2025 silver bull market wave. With prices blasting past $50/oz amid massive industrial demand from solar and green tech, we unpack DV's Kitsault Valley Project—a district-scale powerhouse in British Columbia's Golden Triangle packed with high-grade silver-gold resources, aggressive drilling, and untapped potential. From CEO Shawn Khunkhun's strategic vision to game-changing intercepts like 1,422 g/t Ag over 21.7m, we explore the catalysts for multi-bagger gains, financial strength, and why DV could become a top global silver producer. Whether you're eyeing mining stocks or silver's structural rally, this bull thesis will arm you with insights to spot the next big winner. Tune in for visuals, charts, and real-talk on asymmetric opportunities in juniors!

    Read the full blog here: https://investorconnectai.com/blog/dolly-varden-silver-dv-bull-case-golden-triangle-silver-supercycle

    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
    x.com/mikeelliott

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    13 min
  • AlphaLabs Macro Brief: The 2026 Resource Chokepoint Supercycle – How AI Power Hunger, Tokenization, and 60% Tariffs Will Ignite a $10 Trillion North American Rerate
    Nov 7 2025

    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
    x.com/mikeelliott

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    19 min
  • AlphaLabs Research Notes: Dolly Varden Silver – The Hidden Green Play in 2025's Epic Silver Supercycle
    Oct 16 2025

    Join the team on the AlphaLabs Podcast as we unpack the explosive 2025 silver rally—up over 75% YTD to smash $53/oz amid massive supply deficits, booming green tech demand from solar and EVs, and geopolitical fireworks like U.S.-China tariffs. In this research deep-dive, we spotlight Dolly Varden Silver ($DV.V, $DOLLF), the underrated junior consolidator in BC's Golden Triangle, with its expanded Kitsault Valley Project delivering high-grade silver-gold-copper assets perfectly aligned for the sustainable supercycle. From persistent shortages and industrial tailwinds to DV's 55,000m drill program, M&A potential, and asymmetric upside, discover why this could be your next multi-bagger. Packed with fresh October 2025 data, macro breakdowns, and actionable insights—tune in to level up your commodity investing game!

    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
    x.com/mikeelliott

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    17 min
  • AlphaLabs Podcast: Grizzly Discoveries ($GZD.V): The 299 g/t Silver Bonanza Nobody’s Talking About – Yet
    Nov 6 2025

    In this 15-minute AlphaLabs deep dive, we rip open the $6M micro-cap that just hit 299 g/t silver in British Columbia and still trades at 0.25x NAV.

    Grizzly Discoveries ($GZD.V) is fully funded, zero-debt, and sitting on 160,000 acres of polymetallic firepower: high-grade silver, gold, copper, and PGEs in the heart of Canada’s next mining camp.

    We break down:

    • Why the 200 Moz silver deficit + $2,500 gold is about to light this fuse
    • Exact Q4 trenching catalysts that could double the stock before Christmas
    • How $0.06 base target (100% upside) is conservative once assays hit

    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
    x.com/mikeelliott

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    15 min