The Next Big Investment Opportunity

There’s a massive story unfolding right now that almost nobody is talking about, and it has nothing to do with AI stocks, semiconductors, or the Magnificent 7. It’s about the raw materials underneath everything. In our latest episode of Payne Points of Wealth, I sat down with Gary Evans, CEO of United States Antimony Corporation (NYSE: UAMY) and what he laid out feels like a throwback to the early days of the shale revolution… but this time, it’s critical minerals. And the numbers are almost hard to believe. Gary walks through how his company acquired a tungsten asset for roughly $5 million… that today could be worth over $9 billion based on current resource estimates and pricing. That’s not a typo. What makes the story even more compelling isn’t just the valuation, it’s the timeline. This isn’t a “maybe in 10 years” type of project. He believes it could be generating cash flow within the next 12–18 months. At a time when investors are focused almost exclusively on AI, this is a reminder that there’s an entire layer of the global economy that actually enables that growth. Because without critical minerals like antimony and tungsten… AI infrastructure doesn’t get built. The Bigger Story: A Supply Chain Reset Right now, China dominates roughly 90% of the world’s refining capacity for critical minerals. That’s not just an economic issue; it’s a national security issue. And the U.S. government knows it. Gary’s company recently secured a $240 million government contract and is rapidly expanding its domestic refining capabilities in Montana. The goal? Rebuild supply chains that have been hollowed out for decades. What’s striking is the speed. The U.S. mining industry has been dormant for 20–30 years, and yet companies like Gary’s are trying to compress what historically took decades into just a couple of years. By 2027–2028, he believes his company alone could supply up to 50% of the U.S. antimony market. If that happens, it will represent a dramatic shift away from foreign dependence and a massive tailwind for the companies positioned correctly. Not Just a Mining Story One of the most interesting parts of our conversation was how technology is starting to reshape even the most “old economy” industries. Gary is now using AI to analyze decades worth of geological data—compressing what used to take years of exploration into a matter of weeks. Think about that for a second. AI isn’t just driving the companies at the top of the market, it’s unlocking value in industries most investors have completely ignored. And in Gary’s words, it’s turning assets that are effectively worth zero on the balance sheet into something potentially worth millions. What This Means for Investors We spend a lot of time talking about diversification, and moments like this are a great reminder of what that really means. It’s not just owning more stocks. It’s understanding where the next wave of opportunity might come from and more importantly, where the market isn’t looking right now. Because while everyone is focused on the software layer of the economy… There is an entire hard asset, supply chain, and industrial renaissance happening underneath the surface. And it’s moving fast. If you want to better understand one of the most overlooked opportunities in today’s market—and how it connects to everything from national security to AI infrastructure, I highly recommend listening to this conversation.