# The Next Big Investment Opportunity

Page: https://stenobird.com/podcast/payne-points-of-wealth-1042508/the-next-big-investment-opportunity
Text version: https://stenobird.com/podcast/payne-points-of-wealth-1042508/the-next-big-investment-opportunity.md
Podcast: [Payne Points of Wealth](https://stenobird.com/podcast/payne-points-of-wealth-1042508)
Published: 2026-06-12T20:53:27+00:00
Episode link: https://nopaynenogain.podbean.com/e/the-next-big-investment-opportunity/
Audio file: https://mcdn.podbean.com/mf/web/mnv8j8htcuafapa7/Episode_243_Audio_Draft_V2_9hmdq.mp3
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JSON: https://stenobird.com/v1/public/podcasts/payne-points-of-wealth-1042508/episodes/the-next-big-investment-opportunity
Duration seconds: 2047

## Resource

There’s a massive story unfolding right now that almost nobody is talking about, and it has nothing to do with AI stocks, semiconductors, or the Magnificent 7. It’s about the raw materials underneath everything. In our latest episode of Payne Points of Wealth, I sat down with Gary Evans, CEO of United States Antimony Corporation (NYSE: UAMY) and what he laid out feels like a throwback to the early days of the shale revolution… but this time, it’s critical minerals. And the numbers are almost hard to believe. Gary walks through how his company acquired a tungsten asset for roughly $5 million… that today could be worth over $9 billion based on current resource estimates and pricing. That’s not a typo. What makes the story even more compelling isn’t just the valuation, it’s the timeline. This isn’t a “maybe in 10 years” type of project. He believes it could be generating cash flow within the next 12–18 months. At a time when investors are focused almost exclusively on AI, this is a reminder that there’s an entire layer of the global economy that actually enables that growth. Because without critical minerals like antimony and tungsten… AI infrastructure doesn’t get built. The Bigger Story: A Supply Chain Reset Right now, China dominates roughly 90% of the world’s refining capacity for critical minerals. That’s not just an economic issue; it’s a national security issue. And the U.S. government knows it. Gary’s company recently secured a $240 million government contract and is rapidly expanding its domestic refining capabilities in Montana. The goal? Rebuild supply chains that have been hollowed out for decades. What’s striking is the speed. The U.S. mining industry has been dormant for 20–30 years, and yet companies like Gary’s are trying to compress what historically took…

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## Transcript

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