DiscoverThe 5 Minute Investor PodcastAn AI Giant (GIB.A) vs. A Defense Metals Play (PWM) | Ep. 16
An AI Giant (GIB.A) vs. A Defense Metals Play (PWM) | Ep. 16

An AI Giant (GIB.A) vs. A Defense Metals Play (PWM) | Ep. 16

Update: 2025-06-23
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This week, we're exploring two very different companies that are essential to major global industries. We contrast a Canadian titan in AI and IT services with a junior mining company focused on metals critical for national defense.


Jon Brown looks at CGI Inc. (TSX: GIB.A), a global IT and business consulting powerhouse that is deeply involved in the AI revolution, making it a stable, large-cap way to play the tech boom. Then, Trevor Abes dives into Power Metals Corp. (TSXV: PWM), a small-cap exploration company whose focus on defense-critical metals like cesium and lithium positions it to benefit from growing geopolitical demand.


This Episode's Picks:


CGI Inc. (TSX: GIB.A): A leading Canadian multinational IT and business consulting firm, offering investors stable exposure to the long-term growth of artificial intelligence and digital transformation.


Power Metals Corp. (TSXV: PWM): A Canadian junior mining company with significant deposits of cesium, a metal critical for defense and technology applications, offering a high-risk, high-reward resource play.


Topics Discussed:



  • Investing in large-cap AI and IT services.

  • The role of consulting firms in the global tech economy.

  • Junior mining and exploration for critical and strategic metals.

  • The importance of cesium in defense and 5G technology.

  • Comparing stable large-cap stocks with speculative small-cap resource plays.


Further Reading & Resources:



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Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.


 


 

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An AI Giant (GIB.A) vs. A Defense Metals Play (PWM) | Ep. 16

An AI Giant (GIB.A) vs. A Defense Metals Play (PWM) | Ep. 16

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