Jay @ the deep dive
@thedeepdive.bsky.social
Diving deep for investors on the Canadian markets, focused on #tech #preciousmetals #mining + more. Not a recommendation to buy or sell securities.
US Commerce Forces Tungsten Scrap Into Domestic Supply Chains
US Commerce forces tungsten scrap into domestic supply chains
The US will mandate domestic sales of tungsten scrap and battery black mass under a one-year Defense Production Act order.
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Ottawa Backs First Phosphate Infrastructure With $4.8M Award Ahead of Mine Decision
Ottawa Backs First Phosphate Infrastructure With $4.8M Award Ahead of Mine Decision | the deep dive
First Phosphate (CSE: PHOS) has secured $4.84 million in non-repayable federal funding for road and power infrastructure studies at its Bégin-Lamarche phosphate project in Quebec’s Saguenay–Lac-Saint-Jean region. Natural Resources Canada awarded $3.07 million for studies and design work related to a proposed 161-kilovolt transmission line, substations, connection corridors, environmental reviews, and public and Indigenous consultation. […]
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Michael Burry Pushes Bearish Tech Bets Into 2027 Despite Stocks Surging
Michael Burry pushes bearish tech bets into 2027 despite stocks surging
Michael Burry extends Nvidia and QQQ bearish bets into 2027 after the S&P 500 closes at a record, citing volatility-driven market risks.
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Cushing crude inventories rose 2.356M barrels versus the expected 771K barrel decline.
The Pentagon is drafting a new nuclear strategy that expands the role of tactical nuclear weapons, marking a significant departure from decades of U.S. nuclear doctrine.
A major building at Roscosmos's primary scientific institute in Korolev, Moscow region, is currently on fire.
The Treasury Department has removed Iran-related sanctions pages from its website as Trump reportedly seeks to finalize an Iran deal by week's end.
AMD Slides 8% as Musk’s SpaceX Picks Nvidia Exclusively
AMD slides 8% as Musk’s SpaceX picks Nvidia exclusively
Aurora revenue fell 9% as Canadian pricing pressure drove lower margins, EBITDA, and negative free cash flow despite international growth.
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Aurora Cannabis Swings To Negative Cash Flow In Q1 2027
Aurora Cannabis Swings To Negative Cash Flow In Q1 2027 | the deep dive
Aurora Cannabis (NASDAQ: ACB) reported its Q1 fiscal 2027 financials, toplined by reported net revenue of $67.6 million, down 9% from $74.1 million a year earlier and 20% from the $84.8 million reported in fiscal Q4 2026. Medical cannabis generated $64.0 million, representing nearly 95% of consolidated revenue, compared with $64.8 million last year and $77.1 […]
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UKMTO: Uncrewed surface vessel attacked a ship 9NM southwest of Al Mukha, Yemen, causing fire and eventual sinking; crew rescued safely as authorities investigate amid continued maritime tensions.
BHP Backs Kobrea’s Argentina Copper Portfolio In Earn-In Agreement Up To $160M
BHP backs Kobrea’s Argentina copper portfolio in earn-in agreement up to $160M
BHP will fund Kobrea’s Argentina copper search and can earn 75% of four projects by spending at least US$40 million on each.
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Silver spot price surges nearly 5% to $62.53/oz, extending its recent rally.
Canada's Department of National Defence awards Telesat a $2.3B contract for Arctic military satellite communications capability.
Adyton Resources: Confidence Upgrade Drives 131% Indicated Gold Increase
Adyton Resources: Confidence upgrade drives 131% indicated gold increase
Adyton increased Gameta’s indicated gold to 404,000 ounces, while total resources rose about 19% under revised reporting assumptions.
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A DHL cargo plane collided with a drone at 400m near Leipzig/Halle airport in Germany and diverted to Hannover; authorities are investigating suspected sabotage after a drone with explosives was found near a Ukrainian aircraft at the same airport.
Overhead Price: Jetstar Starts Charging for Overhead Bags in 2027
Overhead price: Jetstar starts charging for overhead bags in 2027
Jetstar will charge for overhead carry-on bags from February 2027 as its A$25 Priority Carry-on fee varies by flight and availability.
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Scientists report an invasive malaria mosquito species is spreading across Africa faster than previously observed, raising concerns about disease transmission rates across the continent.
Iranian cyberattacks hit water/wastewater systems across seven U.S. states, with experts saying the strikes were designed to demonstrate capability and intimidate rather than cause infrastructure damage.
Samsung and SK Hynix are testing Chinese chipmaking equipment as a contingency against potential US export restrictions.
North Korean missile unit of ~90 personnel deploying to Russia's Voronezh region with up to 120 ballistic missiles and six launchers to strike Ukraine, per Ukrainian intelligence.
India is considering new levies on LPG and LNG consumers to fund a $42 billion expansion of strategic fuel reserves, with the taxes expected to generate $1.5 billion annually.
Days After WestJet Strike, Employers Ask Carney for Power to Block the Next One
Days After WestJet Strike, Employers Ask Carney for Power to Block the Next One | the deep dive
A Senate proposal from June is now what employers are pushing Carney's government to adopt.
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Seoul Police Search Starbucks Korea HQ in Widening ‘Tank Day’ Probe
Seoul Police Search Starbucks Korea HQ in Widening 'Tank Day' Probe | the deep dive
Police searched Starbucks Korea's Seoul headquarters after a tumbler promotion invoked two of the darkest chapters in the country's fight for democracy. The company later disclosed it had used AI tools to develop the materials for the campaign without adequate historical review.
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