Dear Reader,
Everyone knows Elon Musk for Tesla.
Some know him as an early investor in PayPal.
But very few investors realize Musk has quietly built something else entirely…
A massive global network that could power the next phase of artificial intelligence.
Right now, thousands of these systems are already operating around the world.
They run day and night…
With minimal human input.
And Elon Musk believes this technology could ultimately help Tesla become:
“The most valuable company in the world.”
But here’s the surprising part.
The core infrastructure behind this project isn’t owned by Tesla.
It’s owned by one of Elon Musk’s private ventures.
And while most investors assume private companies are impossible to access…
Veteran tech investor Matt McCall recently revealed a little-known way everyday investors can gain exposure.
Right now the stock involved trades for less than $30.
Here’s to the future,
Matt McCall
Domo's Breakout Quarter: Is the Software Selloff Over?
Author: Jeffrey Neal Johnson. Published: 3/12/2026.
Key Points
- Domo's recent financial results were highlighted by accelerating customer demand and a substantial backlog of future revenue, indicating sustainable momentum.
- The company is successfully monetizing its artificial intelligence features, which are now a primary catalyst for attracting new business and driving customer upgrades.
- A recently announced review of strategic alternatives signals the board's confidence and provides a clear, event-driven path to potentially unlock shareholder value.
- Special Report: Have $500? Invest in Elon's AI Masterplan
After two years of tightened corporate purse strings and brutal budget cuts across the technology landscape, the enterprise software sector has been starved for good news. It may have just found a surprising source of optimism in Domo, Inc. (NASDAQ: DOMO). Following the announcement of its fourth-quarter fiscal 2026 results, shares of the cloud analytics company rose more than 30% in after-hours trading — a stunning move that commanded Wall Street's immediate attention.
This dramatic rally raises a critical question for investors: was this simply a fleeting success for a niche player, or is Domo's performance a bellwether for a broader market recovery? A closer look at Domo's results suggests a foundational shift may be underway, as corporate IT priorities pivot from strict cost-cutting back toward strategic investments in technologies that promise growth and efficiency.
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Get the 4 steps to Fed-proof your savings nowDomo's stock price climb was initially ignited by headline numbers that beat analyst expectations. The company reported non-GAAP profit of $0.03 per share, outperforming the consensus estimate of a loss, and revenue topped forecasts at $79.6 million. For seasoned investors, though, the real story lies beneath the surface in forward-looking metrics that suggest this momentum may be sustainable.
The Numbers That Matter
Investors today are looking for more than revenue growth; they want quality of earnings. The most bullish signals in Domo's quarter came from metrics that point to future potential. Domo announced record quarterly billings of $111.2 million, up 8% year over year. Billings are a critical leading indicator for any software-as-a-service (SaaS) company: they represent the total value of invoices sent in a period and directly predict future revenue. Strong billings growth indicates that customer demand is not just stable but accelerating.
This momentum is supported by Domo's Subscription Remaining Performance Obligations (RPO), which rose 8% year over year to $437.9 million. RPO — the total value of contracted future revenue not yet recognized — is essentially the company's backlog, and a growing RPO gives investors clear visibility into near-term revenue health. To complete the trifecta of positive indicators, Domo reported a gross retention rate of over 88%, a three-year high. That metric signals strong customer loyalty and platform stickiness: Domo isn't just winning new customers, it's keeping the ones it has.
The AI Growth Engine
What powered these impressive forward-looking numbers? According to CEO Josh James, a primary driver was successful execution of Domo's AI strategy. Over the past two years many software firms have positioned artificial intelligence defensively — as a feature to reduce churn. Domo's results provide compelling evidence of a shift from defense to offense, where AI is becoming a catalyst for new business and higher-value upgrades.
Domo focuses on operational AI: practical tools that deliver measurable returns. For example, its App Catalyst feature enables users to build intelligent, production-ready business applications using natural language. That moves the product beyond passive dashboards into automated workflows and faster, data-driven decision-making. Enterprises that have been scrutinizing tech spending are demanding measurable ROI, and Domo is delivering. Customers on its consumption-based pricing tied to these advanced features showed a net revenue retention rate of 111% — meaning the average customer in that cohort increased spending by 11% year over year, a clear sign they are actively adopting and finding value in the company's AI capabilities.
Reading Between the Lines of Guidance and Strategy
While Domo's fourth quarter was undeniably strong, some on Wall Street flagged the company's initial revenue guidance for fiscal 2027 as a reason for caution. Other analysts see this differently: the 8% year-over-year growth in both billings and RPO are far more reliable leading indicators of Domo's true trajectory. That pattern suggests management may be setting conservative guidance now with the intent to under-promise and over-deliver, creating the potential for upside in future quarters.
Perhaps the most significant near-term catalyst is the company's recently announced review of strategic alternatives. Guided by a financial advisor, this process signals the board's view that the company's intrinsic value isn't fully reflected in the public market. It's not a sign of distress but a proactive step to unlock shareholder value. Potential outcomes include an acquisition by a larger technology firm or a private equity buyer — outcomes that would likely occur at a meaningful premium to current trading levels. That strategic review provides an event-driven path to upside that is at least partially independent of quarterly results.
Domo's performance offers a playbook for what may come next across the SaaS sector. As the market pivots back toward growth, companies best positioned to lead will be those that weathered the downturn, enhanced products with monetizable AI, and now demonstrate accelerating customer demand through quality metrics like billings and retention.
The Data Points to Growth
Domo's strong fourth-quarter showing is more than a single earnings beat; it's evidence that the software sector may be turning a corner. The combination of accelerating forward-looking demand, a monetized AI strategy delivering clear ROI, and a potential value-unlocking corporate action on the horizon is a potent mix. It positions Domo not simply as a survivor of the software pullback, but as a potential leader in the next wave of data-driven growth.
3 Rare Earth Stocks Quietly Building the Next Supply Chain
Author: Bridget Bennett. Published: 3/16/2026.
Key Points
- Rare earth and critical-minerals stocks are back on investors’ radar as geopolitical pressure mounts to build supply chains outside China.
- Dylan Jovine points to three lesser-known names positioned across the chain: Solvay in processing, Perpetua Resources in U.S. mining with antimony exposure, and The Metals Company in deep-sea metals.
- The shared catalyst is policy-driven momentum—reshoring efforts and permitting decisions—that could reshape demand for both mining and processing capacity.
- Special Report: Have $500? Invest in Elon's AI Masterplan
Renewed geopolitical tensions and the global race for critical minerals are bringing rare earth stocks back into focus. In a recent conversation with Dylan Jovine of Behind the Markets, attention turned to how the United States and its allies are attempting to rebuild domestic supply chains for materials that power everything from AI infrastructure to advanced weapons systems.
Jovine argues the rare earth story is far bigger than most investors realize. These materials are critical to national security, energy independence and the global technology race. As governments look to reduce reliance on China for key minerals and processing capacity, companies positioned across the rare earth supply chain could see renewed investor interest.
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Get the full story here.Three companies stood out in the discussion, each targeting a different part of the rare earth ecosystem: processing, mining and emerging resource extraction.
The Geopolitics Behind the Rare Earth Boom
Asked about the broader drivers behind renewed interest in the sector, Jovine pointed to an increasingly complex global power struggle between the United States and China.
“There are two chess boards that are at play here,” Jovine said. “There’s the Middle East chessboard, but there’s also a bigger global chessboard where the two players are the United States and China.”
Rare earth minerals have become a central piece of that global contest. While the materials themselves are relatively abundant, processing them into usable components remains heavily concentrated in China.
That imbalance has forced Western governments to rethink supply chains. Jovine emphasized that the issue extends well beyond electric vehicles or consumer electronics.
“A lot of folks don’t know that every F-35 fighter jet carries about 920 pounds of rare earths in it,” Jovine explained. “This is about national security, AI development and a whole bunch of industries we depend on.”
As a result, policymakers are increasingly focused on reshoring both mining and processing capabilities.
A Rare Earth Processing Opportunity
One company that caught Jovine’s attention is Solvay (OTC: SLVYY), a European chemical firm with growing importance in rare earth processing.
Processing is often the overlooked piece of the supply chain. Mining may receive most of the attention, but turning raw materials into usable components requires specialized chemical expertise. Solvay has quietly built a position in this niche, processing key rare earth elements used in magnets and defense technologies, including neodymium and praseodymium. These materials are essential for advanced manufacturing, military systems and electric motors.
Despite its strategic importance, Jovine noted the stock trades at a relatively modest valuation. “It’s selling for roughly eight to ten times normalized cash flow,” he said. “And the company generates a lot of free cash flow that it pays out to shareholders.”
With a dividend yield near 9% and a market capitalization around $3 billion, the stock represents what Jovine described as a rare value opportunity within the sector. As Western governments push to rebuild processing capacity outside China, companies like Solvay could see growing demand for their capabilities.
A Gold Miner With a Critical Minerals Twist
The second company discussed was Perpetua Resources (NASDAQ: PPTA), which is developing the Stibnite Gold Project in Idaho.
At first glance, Perpetua appears to be a conventional gold miner. Jovine highlighted a unique factor that makes the story more compelling: the project also produces antimony, a critical mineral used in military applications, batteries and advanced materials.
Because the antimony is extracted alongside gold, it dramatically improves the project’s economics. The company’s all-in sustaining cost (AISC) for gold production is estimated at roughly $435 per ounce, placing it among the lowest-cost producers globally. “That makes it one of the most efficient miners in the world,” Jovine said.
The ability to produce both gold and antimony creates a powerful combination. As governments search for secure sources of critical minerals, Perpetua’s dual-resource project could attract strategic interest.
Mining Critical Metals From the Ocean Floor
The final company highlighted in the conversation was The Metals Company (NASDAQ: TMC), which is developing technology to harvest polymetallic nodules from the ocean floor.
These potato-shaped rocks contain high concentrations of nickel, copper, cobalt and manganese—all metals essential for batteries, energy infrastructure and defense technologies. The company has spent years developing systems capable of retrieving these nodules from deep-sea environments.
“They’ve actually proven they can mine this kind of material under the ocean,” Jovine noted. The real catalyst for investors could come from the regulatory side. Mining projects depend heavily on permits and government approvals, and recent signals from policymakers have been encouraging.
“In mining, these stories are really permitting stories,” Jovine said.
If approvals move forward, the company could gain access to vast undersea deposits that remain largely untapped.
A Supply Chain Story Investors Should Watch
Taken together, the three companies illustrate how broad the rare earth opportunity has become. Some firms are focused on mining new sources of critical materials. Others specialize in processing and refining them into usable components. Still others are exploring entirely new resource frontiers.
What unites them is a growing geopolitical push to rebuild secure supply chains. As Jovine put it, the shift is inevitable. “This is just a massive wave as rare earth production gets reshored,” he said.
For investors, the challenge may not be identifying the trend—but finding companies positioned early enough to benefit from it.
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