The Metals Company (TMC) operates the Nori project, which TMCR holds a royalty on.
Source Post
This Stock Looks Like The Next 10-Bagger
ZipTraderMay 14, 2026
The creator discusses several stocks, highlighting Micron Technology (MU) as a potential 10-bagger due to a memory chip shortage and AI demand. They also mention Nvidia (NVDA) and AMD as beneficiaries of this trend. Additionally, the video introduces Metals Royalty Company (TMCR) as a sponsored segment focused on critical minerals for batteries and defense.
Linked Mentions
Tickers discussed in this post
Redwire (RDW) is a strong buy with 10x potential due to its unique position in space infrastructure and upcoming SpaceX IPO.
DOCN has had an incredible run driven by strong earnings and guidance, but is now significantly overvalued and too expensive.
APLD is a strong buy due to its successful pivot to AI data centers and significant hyperscaler deals, offering pricing power in a scarce market.
MRVL is a buy with Nvidia's endorsement, Google/Amazon partnerships for AI chip development, and consistently strong earnings.
NVTS is a strong buy due to its India partnership, AI data center pivot, short squeeze potential, and strong balance sheet.
AMD (AMD) is another major AI player benefiting from the high demand for chips, similar to Nvidia.
Nvidia (NVDA) is a key player benefiting from AI demand, with Micron's high-bandwidth memory co-designed for its architecture.
Micron (MU) is a strong buy due to massive demand for memory chips driven by AI, with prices soaring and supply unable to meet demand.