Those of you who have read this blog know the LOTM macro theme is focused on three areas:

• Crypto/Blockchain – this is an early stage – probable decade or longer expansion trend.
• Scarce Natural Resources with a focus on Gold, Silver & Copper
• High Dividend Ideas – with a core in Biotech. AI will bring faster drug discovery and development

You also know we like Stage Analysis as a benchmark for timing entry points. Buy Strong Company Value when the stock is in Stage 1 and appears to be heading into stage two chart pattern. Continue reading →

The largest subnet of Bittensor, Templar, has withdrawn from the Bittensor ecosystem with negative price reaction in the price of Bittensor. This negative price action in Bittensor will impact xTAO Inc (XTAIF*) as they are the largest public company owner of Bittensor (TAO*).

Is this a longer term threat to Bittensor (TAO*) and xTAO Inc (XTAIF*)?

In the market we deal with probabilities. There are always unknowable’s.

My answer is that it is probable that TAO will survive this, possibly become stronger because of this development.

The accusation by Templar is that Bittensor isn’t really decentralized and is controlled by three people that oversee the Bittensor ecosystem.

Since we are working with probabilities I wanted to hear from organizations that have greater insight into Bittensor Continue reading →

Dated March 2, 2026
Neptune (NPPTF*) is a self-described, concentrated “fringe” asset treasury Company that trades mainly in Canada.

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LOTM ran a number of silver stocks through a screening of LOTM filters to see what AI (GROK) would reply.

LOTM is looking for highest probability names for share price appreciation when the factors listed below are considered for the following silver miners mentioned. Our time frame is three to four-years.

FACTORS applied:

• A company’s growth potential
• Best value at today’s entry point of buying
• AISC number where appropriate.
• Has large scaled size of available portfolio properties to grow into.
• A number of fully diluted share count for share price leverage
• Has a reasonable debt level for projects and size of the opportunity
• Insider ownership is reasonable to be aligned with shareholder interest.

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The Emerging Micro-reactor Revolution in Nuclear Energy

Prepared for: LOTM by GROK at LOTM’s request following a Q&A session.
Date: March 28, 2026 Source:
Conversation on Dr. Pippa Malmgren’s Substack analysis and related public nuclear investments
Dr. Pippa’s Substack Linked here

Executive Summary
Dr. Pippa Malmgren’s March 26, 2026 Substack post, titled “Hormuz Replaced by Stars in a Box, Atoms and Light,” describes a geopolitical energy shift. Iran’s leverage over traditional oil routes (Strait of Hormuz, Kharg Island) is being countered by U.S. advances in portable nuclear technology — “stars in a box” — that reduce dependence on vulnerable fossil fuel supply chains.

This technology refers to compact, transportable micro-reactors and small modular reactors (SMRs), often using advanced fuels like TRISO (meltdown-resistant, proliferation-resistant particles). Key drivers include AI data center power demand, military energy security, and policy support for faster deployment.

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Crypto/Blockchain Sector

Our style is to look into the future and see who analyst’s picks are with projections for large earnings gains in the future – next year’s headlines!
This is conveniently shared on Finviz.com web site.
At the present time we have a strong interest in Crypto /AI / Blockchain and companies’ who are engaged in two or three of the mentioned areas. This is the fastest changing and growing technologies for the next five to ten years.
The last twelve month were very boring if not painful for crypto, AI and blockchain – yet the integration of crypto /AI & blockchain into traditional businesses has never been stronger.
If we can look into future projections and find the fastest growing earnings and at the same time stalk the prices for opportune entry points, we are well on our way to outsized price gains. The challenge is waiting long enough to let it happen.

Below are the companies Finviz has listed as Crypto/Blockchain related Continue reading →

Companies Involved in Both Blockchain and AI

• 4 Companies That are Considered Undervalued Relative to Both Their Blockchain & AI Businesses
• 9 Companies in Blockchain Infrastructure & AI Data Centers
• 12 public companies that are using Both Blockchain and AI in their current business model that is 50% or more of their revenue stream.

4 Companies That are Considered Undervalued Relative to
Both Their Blockchain & AI Businesses

Sourced through Internet Searches – No consideration was given to the fact that I own three of the four.
As of March 2026, several companies from the previous list are frequently highlighted by analysts as “undervalued” specifically because the market still labels them as pure-play bitcoin miners, failing to fully price in their massive Continue reading →