Hello Capitalists,

Here is everything you should be following today:

• Mining stocks hit the motherlode under Trump

• Ferrari skids hard on EV plans

• Gold’s mega rally pays off for China after 10 years

• AI CEO comes out fighting over AI Boom skepticism

• PepsiCo goes full MAHA

• Dominos Pizza just made a huge change

Today’s markets + assets:

• 🔴 DOW: 46353.28 (⬇️ 0.04%)

• 🔴 S&P: 6723.56 (⬇️ 0.60%)

• 🔴 NASDAQ: 22944.71 (⬇️ 1.11%)

• ⚠️⬆️CBOE VIX Volatility Index: 16.70 (⬆️ 2.45%)

• 🔴 Gold: $3991.5 (⬇️ - 1.99%)

• 🔴 Silver: $47.34 (⬇️ - 3.17%)

• 🔴 Bitcoin: $120,000.00 (⬇️ - 1.75%)

Trump’s response to China’s rare earth crackdown sparks US mining stock rush

China’s abrupt export curbs on rare earths, vital for tech and defense, sparked a surge in U.S. mining stocks Thursday, as investors bet on Washington’s push to break Beijing’s supply stranglehold ahead of a Xi-Trump summit.

• U.S. Miners Rally Wildly: Ramaco Resources leaped 12%, Energy Fuels climbed 8%, and MP Materials gained 6%, fueled by speculation of accelerated federal investments in domestic production after the Trump Administration invested in Trilogy Metals’ Ambler Road project in Alaska.

• Resolving Supply Chains Disruption: Global tech sectors—from EVs to weapons—risk bottlenecks because of Chinas actions, leading to surging interest in American mining interests as a new source of vital rare earth minerals.

• Beijing’s Trade Leverage: China’s new licenses - required for exports of products with over 0.1% Chinese rare earth minerals- targets foreign firms using Beijing’s extraction or refining tech in an attempt to consolidate their dominance in the rare earth space.

In Partnership with Goldco

The Silver Surge: AI, EVs & Russia?

• Artificial Intelligence is creating massive demand for silver.

• Electric Vehicles and EV Batteries are creating massive demand for silver.

• Even Russia’s Central Bank is creating massive demand for silver.

Are you getting the jist of it?

Silver has long been an essential building block to the green revolution, but now a powerful mix of new forces is quietly supercharging demand…

Artificial Intelligence and EVs

Silver isn’t just a “green tech” metal anymore. It’s becoming the metal of the AI revolution.

Silver plays a critical role in data center efficiency — and is vital to the design of modern EV batteries due to its unmatched conductivity. As AI expands and EV adoption accelerates, silver’s industrial demand is quietly exploding.

In a surprising twist, Russia has begun stockpiling silver — for the first time ever — through its State Reserve Fund. Since that move, silver has surged over 30% this year, even outperforming gold.

And if Russia is buying, will other BRICS nations (Brazil, India, China) be far behind?

Some analysts are asking: Is silver becoming the “new gold” for central banks trying to break away from the U.S. dollar?

With demand outpacing supply and industrial use cases booming…

Silver may be one of the most undervalued assets in the market today.

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Ferrari’s shares crash as they show off first all-electric supercar

Ferrari showcased the technology for its first fully electric supercar, set for late-2026 delivery, but stunned investors by halving its 2030 EV sales goal to 20%, citing client demands and market shifts—triggering the automaker’s worst trading day ever.

• Target Slashed Amid Caution: Ferrari has revised its proposed 2030 lineup to 40% ICE, 40% hybrid, 20% EV—down from prior 40% EV ambition—driven by client preferences and evolving market realities.

• Shares Plunge in Disappointment: Stock in the Prancing Horse tumbled 13.2% in Milan and over 12% premarket in U.S, the worst drop since its 2016 listing. Citi has flagged Earnings Per Share risks, while JPMorgan remains bullish on demand for the car maker and its plans to launch four new models to lure fresh buyers.

• Revenue Outlook Remains Robust: Forecasts full-year net revenue at €7.1 billion minimum, rising to €9 billion by 2030 with €3.6 billion EBITDA. Ferrari plans four annual launches from 2026 amid 20% client growth.

The news overshadowed Ferrari’s unveiling of the powertrain and chassis of its inaugural fully electric supercar, the “Elettrica,” Thursday.

• Vibration-Amplified Sports Roar: Accelerometers on the rear axle capture powertrain vibes, which will amplified into the cabin to provide an authentic Ferrari growl while delivering electric performance.

• Steering-Linked Power Modes: Drivers can toggle five power levels via wheel panels, mimicking the “gearshifts” of their iconic V8 beasts such as the 308GTB, 355 and 430.

• Recycled Aluminum Chassis Build: 75% recycled materials will slash 6.7 tons of CO2 created per vehicle, with Ferrari blending eco-gains with unyielding performance.

China’s decade of gold hoarding pays off

As Gold smashed through $4,000 an ounce Wednesday the big winner was China for it’s decade-long strategy of gold hoarding in an attempt to challenge U.S. dollar dominance

• China’s Vast Gold Hoard: Beijing’s decade of bullion accumulation has built the world’s sixth-largest central bank reserves.

• De-Dollarization Momentum: Gold’s rally empowers Beijing to promote gold alternatives in trade, in an attempt to circumnavigate American tariffs.

• Global Finance Pivot: Central banks worldwide have been diversifying their reserves, fostering multipolar systems less tied to the US dollar including Crypto assets such as Bitcoin.

CoreWeave CEO blasts “circular investment” fears as “fundamentally flawed”

In a fiery CNBC interview, CoreWeave CEO Michael Intrator slammed Wall Street skeptics Tuesday, calling “circular investment” fears over the AI cloud giant’s massive tech deals “fundamentally flawed,” as his firm’s stock surges over 200% since its blockbuster IPO.

• IPO Triumph Fuels Surge: CoreWeave’s March public debut, the largest U.S. tech IPO since 2021, raised $1.5 billion and sparked a stock rally exceeding 200%, reflecting explosive investor hunger for AI infrastructure plays.

• Nvidia’s Massive Commitment: Nvidia, a key backer and supplier, locked in a $6.3 billion deal last month to buy CoreWeave’s unused capacity through 2032, cementing deep ties in the AI hardware ecosystem.

• OpenAI Pact Explodes Value: Recent expansions ballooned contracts with OpenAI to $22.4 billion, including a fresh $6.5 billion infusion, underscoring the startup’s pivotal role in powering cutting-edge AI models.

• Meta Deal Accelerates Boom: Just days ago, a $14.2 billion infrastructure agreement with Meta highlighted surging Big Tech demand, positioning CoreWeave as a linchpin in the global AI data center expansion.

PepsiCo goes full MAHA in RADICAL overhaul

PepsiCo CEO Ramon Laguarta revealed Thursday a sweeping restructuring of its struggling Frito-Lay division, including 7,000 layoffs and plant closures, to combat declining U.S. snack sales amid activist investor pressure and health crusades.

• Aggressive Frito-Lay Restructuring Accelerates: CEO Laguarta described ongoing cost cuts as “very meaningful,” with additional plant and warehouse closures planned from May through Q4 to streamline operations.

• Healthier Snacks Combat Volume Slump: PepsiCo is ditching artificial flavors in Cheetos and Doritos, expanding avocado and olive oils in Lay’s, and boosting brands like Simply, Sabra, and Siete Foods.

• Innovative Products Target Protein Push: New launches include Doritos protein chips plus fiber- and grain-enriched options from Quaker, Sun Chips, PopCorners, and Smartfood to reverse 4% unit sales drop.

• Activist Stakes Fuel Urgent Turnaround: Elliott Management’s $4B investment in September demands snack revival, while RFK Jr.’s MAHA movement adds external scrutiny on junk food giants.

Dominos Pizza rebrand plays it safe after Cracker Barrel’s disaster

In a seismic shift for pizza lovers, Domino’s Pizza unveiled its first major rebrand in over a decade on Tuesday, ditching the fiery red color palette for cool blue hues while keeping the signature polka-dot domino symbol—aiming to refresh its image amid fierce fast-food competition.

• Red Palette Retired Forever: The beloved scheme, emblematic since 1965, yields to a modern blue-dominated look to evoke trust and approachability in today’s market.

• Polka Dots Stay Central: The core domino tile motif remains unchanged, ensuring brand familiarity while subtle tweaks modernize the overall visual identity for digital-savvy consumers.

• CEO Champions Fresh Start: Executive leadership hails the update as vital for long-term growth, signaling Domino’s commitment to evolution without alienating its loyal base of 20,000+ global stores.

• Strategic Timing Unveiled: The launch coincides with peak delivery season, positioning the rebrand to boost visibility and sales through refreshed marketing campaigns across apps and storefronts.