By Tom Anderson, Editor | Wall Street Watchdogs
Something is happening right now that the mainstream financial media refuses to discuss.
While CNBC pundits debate whether the S&P 500 will eke out another 8% gain next year, a handful of companies are sitting at the epicenter of the most important economic and geopolitical shifts of our lifetime.
I’m talking about the great decoupling from China. The desperate scramble for energy independence. And the most aggressive central bank gold-buying spree in recorded history.
These aren’t abstract trends. They’re creating specific, identifiable winners. And if you position yourself correctly today, you could be looking at the kinds of gains that change your financial future.
Let me show you exactly what I mean.
Related: FREE Buy Alert: 3 Stocks to Own in 2026
Stock #1: Cameco Corporation (NYSE: CCJ)
The Uranium King Sitting on an $80 Billion Government Jackpot
In October 2025, something extraordinary happened. The U.S. government signed an $80 billion partnership with Cameco and Brookfield Asset Management to build new nuclear reactors across America.
Read that again. Eighty billion dollars.
This isn’t speculation. This isn’t some analyst’s rosy projection. This is committed federal capital, formalized in a binding term sheet, to deploy Westinghouse Electric’s nuclear reactor technologies across the United States.
And Cameco owns 49% of Westinghouse.
The strategic logic is overwhelming. The Trump administration has stated its goal to quadruple America’s nuclear energy capacity by 2050. AI data centers are devouring electricity at unprecedented rates. And uranium—the fuel that powers every nuclear reactor on Earth—is in critically short supply.
Consider the supply picture:
Cameco accounted for approximately 17% of global uranium production in 2024. The company holds over 457 million pounds of proven and probable uranium reserves. At COP29, 31 countries signed a declaration to triple nuclear energy capacity by 2050. And uranium spot prices have rebounded to around $80 per pound after years of chronic underinvestment.
But here’s what the Wall Street crowd doesn’t understand: it’s not just about the uranium price.
Bank of America forecasted earlier in 2025 that uranium could reach $120 per pound by year-end 2025, then rise to $135 per pound in 2026 and $140 by 2027. Some bullish analysts expect spot prices to climb even higher as AI-driven power demand explodes.
Cameco has already delivered over 80% gains in 2025. The stock returned more than 300% over three years and 600% over five years.
But I believe we’re still in the early innings.
With its integrated model spanning mining, fuel services, and reactor technology through Westinghouse, Cameco has transformed from a cyclical commodity producer into the backbone of America’s nuclear renaissance. The U.S. Department of Energy recently finalized a multi-year, $3.5 billion program to buy domestically sourced enriched uranium—directly supporting Cameco’s upstream and conversion businesses.
For the first time since 1996, gold now accounts for a larger share of central bank reserves than U.S. Treasuries. What does that tell you? It tells you that the world’s most sophisticated institutional investors are preparing for currency instability. And nuclear energy—reliable, scalable, carbon-free baseload power—is the insurance policy against an unstable grid.
Analysts currently have an average 12-month price target of $114.38—representing more than 23% upside from current levels around $93. One Seeking Alpha analyst recently raised their price target to $123, citing Cameco’s strengthened U.S. government partnerships and a growing structural uranium deficit.
At current prices, I believe this stock remains one of the most compelling opportunities in the energy sector.
Editor’s Note: Your “birthright claim” just got activated…
American citizens now have a legal birthright claim to something previously inaccessible. Under U.S. law, you can stake your claim right now. But there’s only one way to do it… [Full Story]
Stock #2: MP Materials (NYSE: MP)
America’s Only Defense Against China’s Rare Earth Stranglehold
In July 2025, something happened that should have made front-page news across every financial publication in America.
The U.S. Department of Defense invested $400 million in MP Materials and became its largest shareholder.
Let that sink in. The Pentagon—the most powerful military organization on Earth—took a direct equity stake in a rare earth mining company.
Why? Because rare earth magnets are the beating heart of modern military technology. They power F-35 fighter jets. Tomahawk cruise missiles. Precision-guided munitions. Advanced submarine systems. And every electric vehicle motor on the road.
And China controls 60% of global rare earth mining and over 90% of magnet production.
In April 2025, China implemented first-of-their-kind export controls on rare earth magnets. Ford was forced to halt production at its Chicago plant due to magnet shortages. Companies across industries depleted stockpiles while scrambling for alternative sources. China’s rare earth magnet exports to the United States initially halted completely before surging 660% in June 2025 following frantic trade negotiations—demonstrating just how fragile current supply arrangements really are.
MP Materials is America’s answer to this strategic vulnerability.
The company owns and operates the Mountain Pass mine in California—the only large-scale rare earth mining and processing site in the Western Hemisphere. It’s the only U.S. company with a fully integrated supply chain from mine to magnet.
The numbers tell the story:
MP Materials stock has soared over 230% in 2025. The company produced a record 721 metric tons of NdPr (neodymium-praseodymium) in Q3 2025—up 51% year-over-year. Apple signed a $500 million deal with MP Materials to supply rare earth magnets from recycled feedstock, with shipments expected to begin by 2027. The company expects to return to profitability in Q4 2025. And a second “10X Facility” will produce 10,000 metric tons of magnets per year by 2028.
The global rare earth magnet market is valued at approximately $19 billion in 2025, with compound annual growth of 7.8% driven primarily by automotive electrification and renewable energy deployment.
Here’s what most investors miss: over 95% of motors used in humanoid robots contain rare earth permanent magnets. Each humanoid robot contains an average of 40 motors. IDTechEx forecasts that rare earth magnet weight demand in robotics alone will increase seven times by 2036, as companies like Tesla and BYD deploy humanoid robots in automotive assembly applications.
The Department of Defense’s investment wasn’t charity. It included a 10-year supply agreement for NdPr at $110 per kilogram with price floor commitments—providing revenue stability and downside protection that no other rare earth company enjoys.
Morgan Stanley upgraded MP Materials to Overweight in December 2025, citing the company’s “rising strategic importance” as the U.S. government’s chosen champion in the rare earth supply chain.
At current prices around $51—well off its October 2025 high of $100—the stock offers what I believe is an attractive entry point. The average analyst price target stands at $79.29, with estimates ranging up to $94. That’s potential upside of more than 50% from current levels.
The transition from mining to magnets is the transformational catalyst here. MP Materials isn’t just digging rocks out of the ground. It’s building America’s entire rare earth supply chain from scratch.
Editor’s Note: I just uncovered the craziest – and most astonishing — thing I’ve ever seen. It’s a new Tesla patent that could rock the world. In this new patent, Elon describes a new “keyhole surgery-like process” for powering technology. Take a look…
Stock #3: Gold Royalty Corp. (NYSE American: GROY)
The Smartest Way to Play the $5,000 Gold Rush
Let me tell you something the gold bugs won’t tell you.
Buying gold miners is usually a terrible way to play rising gold prices.
Miners have operational problems. Cost overruns. Labor disputes. Environmental permitting nightmares. Management teams that dilute shareholders at the worst possible moments. The leverage works both ways—and it usually works against you.
But there’s another way to own gold’s upside without the operational headaches.
Royalty companies.
Gold Royalty Corp. doesn’t operate mines. It finances them. In exchange, it receives a perpetual percentage of production—forever—without lifting a single shovel of dirt.
No operating costs. No capital expenditure requirements. No labor problems. Just a steady stream of gold-linked cash flows that grow as production increases and gold prices rise.
And gold prices are doing something they haven’t done in 46 years.
Gold has surged over 70% in 2025—its best performance since 1979. The metal hit a record above $4,500 per ounce on Christmas Eve 2025. It recorded over 50 all-time highs during the year.
The world’s largest investment banks are unanimous in their outlook:
J.P. Morgan forecasts gold prices averaging $5,055 per ounce by Q4 2026, rising toward $5,400 per ounce by the end of 2027. Goldman Sachs projects gold reaching $4,900 per ounce by December 2026. Bank of America expects prices to surpass $5,000 per ounce by the end of 2026. Morgan Stanley raised its 2026 forecast to $4,400 per ounce. ING expects prices to average $4,325 per ounce in 2026.
Why such bullish forecasts? Central banks.
Editor’s Note: Massive transfer of government-owned land, minerals, and energy is set to hit the market… Here’s how to profit starting with one $10 company… [Full Story]
Global gold demand hit 1,313 tonnes in Q3 2025—the strongest quarterly total on record, according to the World Gold Council. Central banks purchased around 980 tonnes of gold in Q3 2025 alone, over 50% higher than the average of the previous four quarters. For the first time since 1996, gold now represents a larger share of central bank reserves than U.S. Treasuries.
China reduced its U.S. Treasury holdings to their lowest level in 17 years—$688.7 billion in October 2025—while extending its gold-buying streak for 13 consecutive months.
This isn’t speculation. It’s de-dollarization in real-time.
And Gold Royalty Corp. is positioning itself perfectly to benefit.
On December 8, 2025, the company announced the acquisition of a royalty on the Pedra Branca gold and copper mine from BlackRock World Mining Trust for $70 million. The deal closed on December 12. The royalty includes a 25% net smelter return on gold and 2% NSR on copper from this BHP-operated mine in Brazil’s prolific Carajás region.
For the 12 months ended June 30, 2025, the Pedra Branca royalty generated approximately $7.9 million in payments—equivalent to roughly 2,800 gold equivalent ounces at an average gold price of $2,811 per ounce.
At current gold prices above $4,400? That royalty cash flow could approach $12 million annually.
Following this acquisition, Gold Royalty’s portfolio now includes eight cash-flowing assets and a deep pipeline of over 250 royalty and streaming interests.
The company reported Q3 2025 revenue of $4.1 million—nearly double the $2.06 million from Q3 2024. It achieved record EBITDA and delivered two consecutive quarters of positive operational cash flow.
BMO Capital recently raised its price target on GROY to $4.75. Raymond James raised its target to $4.50. Maxim Group maintains a Buy rating. The average analyst price target stands at $5.00—representing potential upside of more than 24% from current levels around $4.
But here’s the real opportunity: Gold Royalty is a small-cap company with a market capitalization around $600 million. As gold pushes toward $5,000, larger royalty companies like Franco-Nevada and Wheaton Precious Metals trade at premium valuations. Gold Royalty offers exposure to the same gold tailwinds at a fraction of the market cap—with significantly more room to run.
The royalty model provides natural operating leverage. When gold rises, royalty revenue rises proportionally—but costs don’t. Every dollar of gold price appreciation flows directly to the bottom line.
The Common Thread
These three companies share something important: they’re positioned at the intersection of unstoppable macro trends and urgent government priorities.
Cameco sits at the heart of America’s nuclear renaissance, backed by $80 billion in committed federal support. MP Materials is building the rare earth supply chain that the Pentagon has deemed essential to national security. Gold Royalty provides leveraged exposure to the greatest central bank gold-buying spree in history.
These aren’t momentum trades. They aren’t meme stocks. They’re fundamental positions in companies solving problems that governments are willing to spend hundreds of billions of dollars to fix.
The mainstream financial media won’t tell you about these opportunities. They’re too busy chasing the latest AI chatbot stock or debating whether the Fed will cut rates by 25 or 50 basis points.
Meanwhile, the smart money is positioning for a world where energy independence, supply chain security, and currency debasement aren’t theoretical risks—they’re present realities.
I believe these three stocks offer the potential to outperform the broader market significantly in 2026. Not because of chart patterns or technical indicators. But because they’re solving real problems that aren’t going away.
The nuclear renaissance is just beginning. The rare earth decoupling from China is accelerating. And central banks are buying gold like their currencies depend on it—because they do.
Position yourself accordingly.
Good investing,
Tom Anderson Editor, Wall Street Watchdogs
Next: Only $500 to Partner with Elon Musk! Here’s how…
Wall Street Watchdogs is committed to uncovering the truth about financial markets and helping individual investors prepare for systemic risks that mainstream media won’t discuss. We receive no compensation from the companies or assets we analyze. This article is for educational purposes only and should not be construed as investment advice.
