On the 20th of March 2026, financial media reported startling new developments at Super Micro Computer (ticker: $SUPER MICRO COMPUTER INC(SMCI)$) – an AI server company with close ties to Nvidia (ticker: $NVIDIA(NVDA)$). On the 17th, prosecutors posted a sealed indictment at the U.S. District Court at the Southern District of New York against three SMCI employees: co-founder Yih-shyan "Wally" Liaw (who owned 21.4 million shares or approximately 2.6% of the company), Taiwan-based sales manager Ruei-Tsan “Steven” Chang as well as Ting-Wei “Willy” Sun, a contractor and alleged fixer. The indictment was made on charges of technology export control violations by enabling the illegal shipment of SMCI-manufactur

💬 Mining Investors: Follow $TT $TTTMF’s Menary project update! Key details on the completed acquisition are here — thoughts? Toronto, Ontario, March 24, 2026 – $TOTAL METALS CORP.(BGADD)$is restating its news release issued on Monday, March 23, 2026. Total Metals is pleased to announce that it has completed the acquisition of the Menary Gold Project (the “Project”), first announced by the Company on December 22, 2025 (the “Transaction”). The Menary Gold Project As disclosed in the Company’s news release dated December 22, 2025, the Menary Project consists of 27 mineral claims and one mining lease covering a total area of 276.5 hectares, strategically located in the Kenora Mining Division, Ontario. The Project shares a southern bou

💬 Gold Investors: Do you track these mega-mines? Which one do you think will dominate supply in 2026? Drop your thoughts! As gold prices kept knocking on the psychological $5,000 per ounce mark in the first half of 2026, the focus of market discussions has long shifted from “how much higher can gold go” to “how much more gold can the world dig up.” From the supply side, the situation is not optimistic. While global total gold supply rose 1% year-over-year to 5,000 tonnes in 2025, mine production only edged up to 3,672 tonnes. A recent list of the world’s top 10 gold mines, based on full-year 2025 production data, reflects a harsh reality: against the backdrop of central banks’ frantic buying and a surge in private sector investment demand, mine production growth has neared its limit, and a

The real danger isn't the selling — it's the absence of buyers. Buy tickets near zero for multiple sessions running means the market has no absorption mechanism. Light selloff volumes look "calm" on the surface, but without a bid, even modest supply creates outsized price impact. The CTA math is the most important number in this note. They're short $18bn and have sold $55bn this month. If sentiment stabilizes, a potential $86bn forced buy — at the 99th percentile — would be one of the largest systematic covering events in years. That's not a bullish call, it's a mechanical reality. The derivatives picture is telling a two-sided story simultaneously. Short-dated puts screaming (panic index 9.14/10, front-end skew crushed), but large long-dated call flies being bought in