Elon's Next Market Move Could Send Silver Soaring
Every industry Elon Musk touches explodes—from Tesla to SpaceX to AI.
And now, whispers are growing that his next move could be in silver.
Why? Because silver is the lifeblood of EVs, solar panels, and AI tech.
Without it, Tesla, SpaceX, and Starlink don't grow.
Even back in 2022, Musk hinted at Tesla entering the mining industry. And with new policies clearing the way, the timing couldn't be better.
What happens if Elon enters silver?
- Massive supply chain disruptions – Silver demand is already outpacing supply.
- Prices could surge overnight – Even rumors of Musk in silver could send markets flying.
- A historic opportunity – Investors who act before the headlines could be in for a massive windfall.
Smart money is already watching silver closely.
That's why we put together the 2026 Silver Forecast Guide—your roadmap to silver's biggest growth phase yet.
Click Here to Get your Free Copy Before Silver Moves >>
Because once Musk makes a move, the window to act disappears.
A Quiet Navy Shipbuilding Move Just Put Palantir's Software Deeper Into the Yard
Author: Chris Markoch. Posted: 3/20/2026.
Key Points
- Keel Holdings has joined Palantir in the U.S. Navy’s ShipOS initiative, a program aimed at modernizing the Maritime Industrial Base with AI and integrated data workflows.
- ShipOS appears aligned with the federal push to rebuild U.S. maritime capacity, even if it sits outside the formal Maritime Action Plan framework.
- Palantir’s government exposure remains a central debate, but the operational work described for ShipOS also resembles problems commercial manufacturers face at scale.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
In a week where defense and aerospace stocks continue to compete for investors' attention, one development has gone under the radar—but it could have major implications for the U.S. Navy and for Palantir Technologies Inc. (NASDAQ: PLTR).
The development? Keel Holdings and Palantir are partnering to support the U.S. Navy's Shipbuilding Operating System (ShipOS) initiative.
Musk and Bezos are racing to blanket the planet - here's why (Ad)
Musk just launched another batch. Bezos secured approval for 50,000 more satellites. Right now, over 15,000 are circling the planet - and that number could triple by next year.
The official story is global internet coverage. But a new presentation argues the real implications reach far beyond connectivity - and could change how the market works.
Watch the presentation and see what the satellite race really meansThe program aims to transform America's Maritime Industrial Base (MIB) through advanced artificial intelligence and tighter data integration across shipbuilders, shipyards, and suppliers. ShipOS is backed by up to $448 million in authorized funding.
Palantir CEO Alex Karp said the partnership aligns directly with the company's mission to support U.S. military advantage.
ShipOS was first announced in December 2025, and the "news" in this cycle is the addition of Keel to the existing arrangement with Palantir.
"By leveraging Palantir's AI-powered ShipOS, we are taking meaningful steps to accelerate our schedules, streamline operations, and enhance collaboration across the supply chain," said Keel CEO Brian Carter.
When ShipOS kicked off, 79th Secretary of the Navy John C. Phelan described the initiative as more than a software rollout — a change that "puts Palantir's cutting-edge tools in the hands of decision makers at every level" by providing real-time visibility across the supply chain.
A Proof of Concept Running Parallel to a Bigger Policy Push
Recently, President Trump signed an executive order calling for the rebuilding of the U.S. Navy's fleet.
The centerpiece of that effort is America's Maritime Action Plan (MAP), which will be supported by billions of dollars in federal funding.
While ShipOS isn't formally part of MAP, both initiatives fall under the Navy's Maritime Industrial Base workstream, which MAP treats as central to revitalization. ShipOS also appears complementary to several MAP objectives, including:
- Addressing the decline in domestic shipbuilding capacity
- Modernizing shipyards through digital tools and integrated data systems
- Demonstrating measurable efficiency gains in production planning and execution
In short, ShipOS functions as the operational, AI-driven proof of concept running alongside MAP's broader policy and funding framework. MAP sets the national strategy; ShipOS is already executing a key piece of that strategy in the field.
What the Skeptics May Be Missing
Palantir skeptics will quickly note this is a military contract and argue it highlights the company's Achilles' heel: its reliance on U.S. government money.
That concern is worth examining from two angles. First, even if it's "only" a government deal, it's a sizable one. Valued at $448 million, it would represent roughly a quarter of Palantir's 2025 government revenue of $1.855 billion, supporting the view that substantial growth remains available to the company.
Second, the work Palantir will do under this contract — integrating operational data, reducing bottlenecks, shortening planning cycles, and improving supplier coordination — has clear commercial applications. Just three years ago, Palantir's commercial business was virtually non-existent; as of the company's most recent earnings report, commercial customers now account for nearly 45% of Palantir's revenue.
Palantir has come a long way from its origins as a niche tool used primarily for military surveillance.
PLTR Technical Setup: Key Levels to Watch
PLTR stock is up more than 15% over the last month.
Investors have been returning to the stock amid the United States' and Israel's military actions related to Iran.
That said, price action has consolidated over the past two weeks, reflecting broader market uncertainty and ongoing debate over Palantir's valuation.
Over the long haul, the bull case for Palantir remains intact.
The analyst consensus price target is about $195 — roughly 2% higher than before the most recent rally. UBS recently reiterated its Buy rating and raised its price target to $200 from $180, while Dan Ives of Wedbush kept his Outperform rating and $230 target.
In the short term, the 50-day simple moving average (SMA) may be pivotal. Despite recent volatility, the stock has stayed close to that level; a convincing and sustained move above it would increase the odds of the next leg higher.
Active ETFs Surge Past Passive, and These Are in the Lead
Reported by Nathan Reiff. Article Published: 3/23/2026.
Key Points
- Actively managed ETFs have seen significant acceleration of inflows in the last year, potentially signaling a shift in how investors approach this space.
- Two active funds that may be worth a closer look include CGDV and TCAF, with a focus on dividend value and a GARP approach, respectively.
- Other passive funds may reflect some aspects of active ETFs, such as IVES, which is based on an index but tied to the views of technology analyst Dan Ives.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
Exchange-traded funds (ETFs) have long been associated with simplifying investing for non-professionals while keeping costs low by passively tracking indices tied to various strategies. Notably, however, actively managed ETFs—those that are not tied to an index and whose portfolios are curated by fund managers, typically with higher fees—have been growing faster than their passive counterparts. Goldman Sachs reports that inflows into active ETFs were about four times larger than those into passive ETFs last year.
Actively managed ETFs can offer greater potential to capture alpha and often employ more sophisticated strategies, which can appeal to investors seeking differentiated returns. Amid the flood of funds on the market today, two actively managed ETFs (and one passive ETF that effectively mirrors an active approach) stand out.
CGDV Aims for Dividends and Price Appreciation Through an Active Approach
Musk and Bezos are racing to blanket the planet - here's why (Ad)
Musk just launched another batch. Bezos secured approval for 50,000 more satellites. Right now, over 15,000 are circling the planet - and that number could triple by next year.
The official story is global internet coverage. But a new presentation argues the real implications reach far beyond connectivity - and could change how the market works.
Watch the presentation and see what the satellite race really meansThe Capital Group Dividend Value ETF (NYSEARCA: CGDV) seeks dividend income above the average yield on U.S. stocks, focusing primarily on large, well-established domestic firms and secondarily on large international companies. The fund is diversified across sectors, with information technology, industrials, and healthcare among its largest weightings.
At least 90% of CGDV's equity assets are invested in stocks with issuer ratings of investment grade or better, positioning the fund as a relatively stable source of income during market turbulence. Its active management gives the team flexibility to adjust holdings as conditions change, which may appeal to investors wanting a defensive yet responsive strategy.
CGDV holds just over 50 dividend-focused stocks, including names such as Applied Materials Inc. (NASDAQ: AMAT) and Microsoft Corp. (NASDAQ: MSFT).
With an expense ratio of 0.33%, CGDV is pricier than some passive dividend ETFs. Still, its one-year return of nearly 21%, combined with a dividend yield of 1.31%, may make the cost worthwhile for some investors.
TCAF's Core Equity Approach Combines Big Names With Lesser-Knowns
The T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA: TCAF) follows a core equity strategy grounded in growth-at-a-reasonable-price (GARP) principles, aiming for downside protection while pursuing attractive returns. Its managers take a bottom-up approach and are not constrained by market-cap or other rigid screens, seeking individual companies with strong fundamentals.
The fund holds roughly 100 companies selected for their fundamental strength, performance history, and growth potential. Investors can use TCAF as a core holding to gain diversified exposure to many of the largest U.S. stocks for an expense ratio of 0.31%, supplemented by lesser-known firms such as pharmaceutical distributor Cencora Inc. (NYSE: COR).
Over the past year the portfolio returned just over 10%, slightly trailing the broader market. However, TCAF has seen substantial inflows recently, including nearly $1.9 billion from institutional investors, which may be worth noting for prospective investors evaluating future momentum.
A Non-Active Fund Mimicking an Active Approach
The push toward active management has also influenced some passive ETFs. The Dan IVES Wedbush AI Revolution ETF (NYSEARCA: IVES) is passively managed but tracks an index tied to Dan Ives, a prominent tech analyst at Wedbush Securities, reflecting his views on the growing AI sector.
With an expense ratio of 0.75%—higher than most passive funds—IVES gives investors access to an index built on Ives' convictions.
Many of the roughly 30 holdings are well-known tech names that appear in other ETFs, but IVES' unique weighting and multi-cap approach can differentiate its exposure from more traditional options.
This type of fund may appeal to investors who follow Dan Ives' analysis and share his optimism about the AI revolution.
Launched in June 2025, IVES does not yet have a long track record, but it has already attracted close to $1 billion in assets under management and trades actively, with a one-month average trading volume exceeding 500,000 shares.
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