Canopy Growth, American Atomics, Palantir – Energy and cannabis with powerful potential

Canopy Growth – Trump causes cannabis sector to explode

Cannabis stocks, which had recently been heavily sold off, surged sharply toward the end of the week. With a gain of more than 50% to CAD 2.40, Canadian company Canopy Growth, which produces and distributes medical and legal recreational cannabis as well as refined cannabis products, was among the main beneficiaries. The rally could be just getting started if the share price breaks through the key horizontal resistance at CAD 2.75. In that case, the short-term follow-through potential would extend to around CAD 3.74.

The trigger for the price jump was a report in the Washington Post that US President Donald Trump plans to push for the rescheduling of cannabis. According to the report, marijuana is to be reclassified from the stringent Category 1 to Category 3 of US drug law, a level comparable to prescription painkillers.

According to the report, Trump discussed the plan in a phone call from the Oval Office with House Speaker Mike Johnson. The president intends to issue an executive order instructing federal agencies to move forward with the reclassification. This would be a significant turning point for the cannabis industry.

The decisive lever for the companies affected lies in the tax issue. Until now, cannabis companies in the US have not been allowed to claim operating costs such as rent, personnel, or marketing for tax purposes. As a result, effective tax rates of 50 to 70% are standard. With rescheduling, these could fall to 20 to 30% in the future, which would massively boost margins.

American Atomics – Beneficiary of the AI revolution

Uranium is increasingly becoming the focus of the capital markets. Global demand for electricity is rising rapidly, driven by AI, data centers, and electrification. At the same time, nuclear energy is experiencing a political comeback, except in Germany, an industrial location. However, the bottleneck is not with the reactors, but with the fuel, as uranium mining, conversion, and enrichment are scarce, especially in the US, which is now almost entirely dependent on imports. Forecasts show a structural supply deficit of up to 50 million pounds of uranium per year by 2030.

This is precisely where American Atomics comes into play. The Company pursues an integrated approach along the entire nuclear fuel chain, from exploration and processing to technology solutions for conversion and enrichment. Its core asset is the Big Indian project in the historic Lisbon Valley district of Utah. Historically, around 78 million pounds of triuranium dioxide (U₃O₈) have been mined on the western flank, while the geologically comparable eastern side has hardly been explored to date. American Atomics has secured a dominant land position there, addressing high discovery potential.

In addition, the Company is planning a central processing plant together with partners such as CVMR, positioning itself in the most profitable stages of the fuel cycle. Another lever is the licensing and development of early fuel technologies from laboratory scale (TRL-3) to pilot phase (TRL-7), which allows for strong value growth while controlling capital at each milestone.

American Atomics is attractive to investors in several ways due to its strategic focus on US supply security, potential government backing through DOE programs, leverage on rising uranium prices, and a relatively lean share structure. In a market characterized by structural supply scarcity, the Company offers an attractive risk-reward profile with a current market capitalization of approximately CAD 12.24 million.

Palantir – Mega order in correction

AI stocks were among the main losers in the weekend rush due to the Oracle disaster. Big data company Palantir also lost over 2% to USD 183.57. The air must be let out of the drastically overvalued US company, whose P/E ratio is over 200. In the long term, however, Palantir remains one of the clear favorites in the mega-market of artificial intelligence due to its market position.

Even a mega-order from the US Navy could not stop the setback. Specifically, the new Shipbuilding Operating System "Ship OS" is to be introduced there, based on Palantir's Foundry data platform and the AIP AI platform. The goal is to overcome structural problems in US shipbuilding that have existed for decades due to outdated IT systems and inefficient workflows. The Navy is providing USD 448 million for the introduction of AI in industry.

The system was initially tested in pilot projects at submarine shipyards. At major contractor General Dynamics Electric Boat, the planning time for submarines fell from around 160 manual working hours to less than ten minutes. At a naval shipyard in Maine, material testing was reduced from several weeks to less than an hour. "Ship OS" coordinates components, personnel, and shipyard capacities in real time

The investment will initially flow into the submarine industry base, but is set to be gradually expanded. According to Palantir, "Ship OS" will be used in the future by two large shipbuilders, three public shipyards, and around 100 suppliers.

At the end of last week, US President Donald Trump announced plans to reschedule cannabis, triggering a sharp rally in cannabis stocks. Palantir, meanwhile, secured a major contract from the US Navy, underscoring its strategic relevance in defense-related AI applications. American Atomics offers an attractive long-term opportunity thanks to its strategic orientation and the enormous increase in global energy demand.