A message from our friends at i2i Marketing Group, LLC *Disseminated on behalf of Foremost Clean Energy (NASDAQ: FMST) Energy Bottlenecks & Critical Minerals: Why FMST Is Poised for the Spotlight 
AI’s challenge isn’t processing power anymore — it’s electricity. As AI systems scale, the limiting factor isn’t the chips or algorithms — it’s reliable, high-capacity power. Hyperscale giants like Amazon, Google, Microsoft, and Meta collectively invested $320B in AI infrastructure in 2025, yet data centers already consume roughly 1.5% of global electricity, with demand expected to climb 30% annually. Renewable sources alone can’t supply the consistent baseload AI demands, and industry leaders are increasingly highlighting energy as the next critical bottleneck. Microsoft’s Brad Smith cautions, “Grid capacity will limit AI growth,” while Google echoes that energy is a fundamental constraint on future AI expansion. Enter Foremost Clean Energy (NASDAQ: FMST). Strategically positioned in the Athabasca Basin — home to the world’s highest-grade uranium — FMST is advancing 10 properties with support from Denison Mines, a $2.5B uranium leader that owns ~19% of FMST. With a small float of ~10M shares, 550% momentum, and a fully funded US$9M 2026 exploration program, FMST is poised to benefit from the coming uranium supply crunch. Tech’s appetite for energy is intensifying. Anthropic, for example, has committed $30B in Microsoft Azure compute capacity and plans to scale Claude with up to 1GW of NVIDIA’s Grace Blackwell and Vera Rubin systems, backed by $10B from NVIDIA and $5B from Microsoft, signaling that AI growth is locking in long-term energy and infrastructure commitments. Meanwhile, uranium’s strategic role has never been clearer. U.S. domestic production covers only a fraction of national needs, leaving over 95% of supply reliant on imports. Prices reflect this squeeze — uranium futures surpassed $100 per pound in early 2026, highlighting a tightening market and long-term demand pressures. FMST’s Jean Lake property adds another layer of potential. A 2,500m drill program recently completed reported high-grade hits, including 7.50g/t gold over 7.66m, 3.28oz/ton gold over 0.48m, and 1.26% Li₂O over 3.35m. Core re-sampling and follow-up work are underway to guide the next exploration phase. With Denison backing, a tiny float, and a fully funded drill program, FMST sits at the nexus of AI-driven energy demand, domestic energy security, and critical mineral supply, making it a standout for uranium and lithium markets. FMST is a name to watch closely as energy constraints and tech demand continue to converge.
Monday's Bonus Content Microsoft Drops After Earnings—Why the Bull Case Holds Authored by Chris Markoch. Date Posted: 1/29/2026. 
In Brief - Microsoft stock plunged after earnings despite beating estimates, as investors reacted to heavy AI infrastructure spending.
- Azure’s 39% growth and continued demand signal Microsoft is investing aggressively to secure long-term leadership.
- Analysts still see roughly 40% upside, suggesting the sell-off may be a buying opportunity rather than a trend reversal.
Microsoft Corp. (NASDAQ: MSFT) was one of the first “Magnificent 7” stocks to report this earnings season. Despite beating on both the top and bottom lines, concerns about the return on investment from Microsoft’s aggressive capital expenditure (CapEx) plans sent the stock tumbling. In fact, MSFT stock was down about 11% in midday trading on Jan. 29, the day after the report. That was the largest intraday loss since March 16, 2020—a dramatic reversal for a stock that had traded at an all-time high just three months earlier. The biggest tech investors have unloaded their top AI investments. Peter Thiel's fund dumped its entire $100 million Nvidia stake. SoftBank unloaded its entire $5.8 billion position. Perhaps the biggest signal is Berkshire Hathaway sitting on $382 billion in cash, more than Amazon, Microsoft, and Apple combined. Was this Warren Buffett's parting gift before stepping down? Four unstoppable market forces could upend the economy in the coming weeks. Any one could be devastating alone, but four at the same time would wreak havoc. The last time this played out was over 50 years ago, leading to a lost decade for stocks. Watch the interview revealing these four market forces. Microsoft reported earnings per share (EPS) of $4.14 on revenue of $81.27 billion, beating expectations for EPS of $3.86 on revenue of $80.28 billion. Still, investors appear to believe much of Microsoft’s growth is already priced in. Even year-over-year growth of 39% in its Azure cloud business wasn’t enough to spark a sustained rally. Microsoft Is Playing a Long Game Microsoft and other hyperscalers have become poster children for the “AI bubble” narrative. Companies like Microsoft, Meta Platforms Inc. (NASDAQ: META) and Amazon.com Inc. (NASDAQ: AMZN) are spending billions to build data centers to house the servers, chips and other infrastructure required to support AI. The worry is that the AI applications at the top of the stack may not materialize as expected. If that happens, this heavy spending could become a drag on profits for these technology stocks. Lost in the debate about financing and future growth is that Microsoft is clearly playing a long game—and it is signaling why. The company is committing to current and future CapEx for a simple reason: it can’t build capacity fast enough to meet demand. That is the same message investors are hearing from companies like NVIDIA Corp. (NASDAQ: NVDA) and Broadcom Inc. (NASDAQ: AVGO). The takeaway is that MSFT may look very different to traders than to long-term investors. Traders likely positioned for earnings volatility and the institutional reactions that follow. For long-term investors, this does not appear to be a time to panic. Analysts Are Still Bullish on MSFT Stock The day after earnings, headlines focused on analysts trimming price targets for MSFT stock. That is true, but context matters. Even after cuts, many analysts’ targets remain above the current stock price and are not far from the Street’s consensus price target of $597.41, which implies roughly 40% upside from the stock’s price as of this writing. That doesn’t guarantee a 40% return, but it suggests Wall Street still sees meaningful upside even after trimming expectations. Viewed that way, the post-earnings sell-off looks more like a timing issue than a broken investment thesis. MSFT Stock Drop Is More Likely a Pause Than a Reversal In midday trading the day after the earnings report, MSFT showed signs the sell-off was easing. That said, timing a reversal is difficult in any environment, and particularly after a market-moving event like the company’s earnings report. Microsoft may still have further to fall. MSFT was up roughly 10% in the five trading days before earnings, and the sell-off has erased those gains, pushing the stock to levels not seen since May 2025. That could be where the opportunity lies. Microsoft is currently flashing strong oversold signals, which supports the idea that the post-report price action is more of a pause in the recovery than a reversal.
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