Building on the strategic strength of the $815 million licensing deal this year with BCM Europe, OSRH now envisions a new plan to reward long-term shareholders: Contingent Value Rights (“CVR”). The plan is designed to reward conviction shareholders with additional shares, based on achievement of defined share price/holding period milestones. The record date is targeted to be July 31, 2026, dependent on OSRH legal counsel’s opinion. Company shares have experienced volatility this year, but a potential floor may now be in place, if short sellers are brought to heel. 

Fiscal 2026 was a transformational year for Virtuix Holdings Inc. (VTIX). To wit, the Company announced fiscal Q4:26 earnings that exceeded expectations on both the top and bottom line, though selling expenses and interest expense (mainly non-cash) grew quickly. The Company’s market-leading, patent-protected, AI-driven, multi-use growth strategy (i.e., consumer and defense) combined with recurring software licensing and gaming income and several new positive developments (e.g., new Meta partnership and defense M&A potential) bodes well for growth in calendar 2026 and especially beyond. 

G7 Recognition, Quantified Offtakes and C$35M Treasury Further De-Risk Development Strategy. First Phosphate continues to strengthen its position as a strategically important participant in the North American LFP battery supply chain. Recent milestones include formal recognition under the G7 Critical Minerals Resilience and Production Alliance, the disclosure of definitive offtake agreements covering both its mining and phosphoric acid assets, and the expansion of its treasury to approximately C$35 million. 

Ready to Ramp: Virtuix Holdings Inc. (VTIX) announced pleasing fiscal Q3:26 earnings, but shares sold off following its circa +60% price rise off lows and on unmerited short selling. Trailing nine-month revenue through Dec-2025 was up +41% yoy, though fiscal Q3:26 (calendar Q4:25) yoy revenue declined vs. 2024 order backlog clearance. The Company’s market-leading, patent-protected, AI-driven, dual use growth strategy (i.e., consumer and defense) combined with recurring software licensing and gaming income plus several new positive developments (e.g., M&A potential) bodes well for growth in calendar 2026 and especially beyond. Moreover, valuation is heavily discounted (Price/Sales calendar 2028E and DCF analysis), as CY 2027+ is expected to potentially display exponential growth. This condition is attractive for a growth company. Time for the long-term investment case to shine.

Emerging Embodied AI Company Poised for Growth, Initiate with a Buy-Emerging Rating. Faraday Future Intelligent Electric Inc (FFAI) is an emerging Embodied AI (EAI) company poised to grow with rising demand for robots and electric vehicles. As the Company transitioned its initial focus to robots, FFAI has seen meaningful demand as evidenced by significant growth in customer deposits in the last two quarters.