Retail Investors Say This Is The Next SanDisk Stock Everyone’s Ignoring

4 hours ago 1

Fahad Saleem

Thu, July 2, 2026 astatine 8:40 AM CDT 2 min read

We conscionable covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. The Metals Company (NASDAQ:TMC) ranks #5 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn't Miss).

Number of Hedge Fund Investors: 24

The Metals Company (NASDAQ:TMC) is down astir 30% truthful acold this twelvemonth but Redditors judge the banal tin rebound massively successful the agelong word and should beryllium bought connected the dip. Why? It's a deep-sea mining institution that wants to beryllium the archetypal to extract polymetallic nodules from the water floor. The nodules incorporate manganese, cobalt, nickel, and copper.

Why are they important? These are captious minerals the U.S. desperately needs but presently imports astir wholly from Russia, China, and Indonesia. Trump made vigor independency a large priority. He's been pushing hard to get the U.S. to 100% self-reliant connected captious minerals alternatively of depending connected hostile countries. That's wherever The Metals Company (NASDAQ:TMC) comes in.

TMC has filed a consolidated licence exertion covering 65,000 quadrate kilometers of water floor. The Metals Company (NASDAQ:TMC) plans to nutrient 10.8 cardinal tons of nodules annually. Reports suggest the institution expects to person a commercialized betterment licence by the extremity of 2026 oregon aboriginal 2027 and accumulation is targeted to commencement successful Q4 2027.

The upside is huge. Mining companies get valued connected the nett contiguous worth of what they tin mine. The Metals Company's (NASDAQ:TMC) territories person an estimated NPV of astatine slightest $10 billion, perchance up to $23.6 billion. The banal is trading astatine a $2.35 cardinal marketplace cap. If the institution gets the licence and proves it tin excavation astatine scale, the banal should determination mode higher.

However, risks see execution. The Metals Company (NASDAQ:TMC) is pre-revenue. The licence isn't 100% guaranteed adjacent with Trump's backing. There are besides regulatory and planetary ineligible risks. Processing agreements with partners successful Japan and Switzerland could look complications. But if it works out, this could beryllium a monolithic multi-bagger.

Why Teck Resources (TECK) Could Become a Cleaner Copper Bet Through the Anglo-Teck Merger

Why Teck Resources (TECK) Could Become a Cleaner Copper Bet Through the Anglo-Teck Merger

While we admit the imaginable of TMC arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double successful 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.

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