⛏️ Small Caps, Tin & Focus on AI Supply Chain Winners ⚡
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Edition #159
Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days
We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.
🚀 Tech Powers Stocks to Nine Straight Wins
Last week, US equity markets extended their remarkable run to nine consecutive weekly gains, with the S&P 500 closing May up 5% and the Nasdaq jumping more than 8% for the month. Technology was the clear engine, powered by blowout earnings from the hardware sector and growing confidence around AI demand, while a potential US-Iran ceasefire extension helped energy prices pull back.
This week, the calendar is packed. Broadcom reports earnings midweek, and with AI chip revenue forecast to have nearly tripled year over year, the results will either confirm or complicate the AI growth story driving this rally. The May jobs report arrives Friday, the single biggest test for the Fed’s next move, with investors hoping for a number strong enough to signal resilience but soft enough to keep rate-cut hopes alive. Add in the looming SpaceX roadshow, with the expected-record $1.75 trillion IPO set to price next week, and markets face a week where once again a lot can shift fast.
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Hot Topics
Investing Data Story
These 9 North American small- to mid-caps stand out for converting revenue into cash, earning strong returns on capital, and carrying low debt.
9 Small-Mid Caps Quietly Compounding Cash
Tin’s Structural Deficit
Solder accounts for 50% of global tin demand, and there is no viable substitute. Every AI server rack, EV battery management board, and solar inverter runs on tin-soldered printed circuit boards, making this metal a direct infrastructure play on electrification and compute expansion.
Tin on the London Metal Exchange (LME) is trading around $55,225 per tonne, up 36% year-to-date and near its all-time high. The problem is that the rally appears to be driven more by investor positioning than immediate physical scarcity.
The International Tin Association (ITA) has noted that when tin hit record highs in January, underlying supply conditions had not materially changed. Instead, speculative buying, particularly on Chinese exchanges, was a major factor behind the move.
Near-term fundamentals have improved. Mine supply is recovering, exchange inventories have been rising, and the market is moving closer to balance. Yet prices remain historically elevated.
That doesn’t mean the long-term investment case has disappeared. Myanmar’s largest mine remains restricted, Indonesia continues its crackdown on illegal operations, and the ITA expects global tin demand to grow by around 40% by 2030, driven by EVs, solar installations, and data centre expansion.
The long-term outlook for tin remains compelling, but current prices appear to be running ahead of today’s supply-demand reality.
We've updated our full guide to tin stocks, covering producers, developers, and ETFs, with the latest data. Read the updated guide →
Earnings Performance
Salesforce Inc (NYSE: CRM)
Salesforce Inc (NYSE: CRM) delivered record first-quarter results with EPS up 52%. AI adoption is accelerating fast enough to materially change Salesforce’s growth profile, not just its marketing narrative. Its AI agent platform, Agentforce, hit $1.2 billion in annual recurring revenue in Q1 FY27, up 205% year-over-year, as the company reported $11.1 billion in total quarterly revenue, 13% higher than a year ago.
The company shows a sharp ramp in Agentic Work Units, which jumped from 304 million in Q2 FY26 to 1.6 billion in Q1 FY27, with cumulative AWUs delivered reaching 3.8 billion. That matters because it shows customers are moving from AI experimentation into real production usage.
Other Earnings Updates
Snowflake (NYSE: SNOW): Posts Record Sequential Revenue Growth
Costco (NASDAQ: COST): Posts 11.6% Sales Rise in Q3
Dell (NYSE: DELL): Posts 88% Revenue Jump on AI Server Surge
Analyst Strong Buy Ratings This Week! 📈
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether you’re eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.
🔍 Do your research and see if any of these fit your portfolio!
Where $18 Trillion of Market Value Was Created
AI infrastructure, semiconductors, and digital advertising emerged as the dominant drivers of market cap growth, accounting for the majority of gains since 2022.