For years, the AI sector has been the darling of the markets — from artificial intelligence to semiconductors, investors couldn’t get enough of companies like NVIDIA, Microsoft, and other AI-driven giants.
Recently, something has shifted.
Behind the scenes, even the biggest names in tech are running into a hard truth: the digital revolution still depends on the physical world.
And that’s why First Phosphate Corp. (OTC:FRSPF) is one of our top picks. With record trading volume and a share structure that’s built to make shareholders win, $FRSPF is the real deal.
The Energy Bottleneck in the AI Boom
In a recent interview, Microsoft’s CEO admitted that their biggest limitation in expanding AI operations isn’t chips — it’s energy and infrastructure.
He revealed that Microsoft owns thousands of GPUs sitting unused, not because of supply shortages, but because they don’t have enough energy or data center capacity to power them. (November 5th, 2025 – Yahoo Finance)
That statement sent a shockwave through the investment world. Suddenly, the conversation around AI shifted from:
How fast can we compute? To – How can we power it all?
And that’s where the real opportunity begins — not in tech, but in the raw materials & infrastructure that make modern technology possible.
Why Investors Are Rotating From Tech to Energy Infrastructure
As tech valuations soar to bubble-like levels, seasoned investors are taking profits and reallocating toward industries with real assets and long-term necessity.
Mining, especially companies tied to critical minerals, is becoming the next big frontier.
Energy, storage, and electrification — all pillars of the AI economy — depend on minerals like phosphate, lithium, and iron. And one company is uniquely positioned at the intersection of this new industrial wave: First Phosphate Corp. (CSE: PHOS – FSE: KD0 – OTCQX: FRSPF).
Investors who own mineral stocks need to look at phosphate stocks like $FRSPF.
On November 7th, 2025, the U.S. Interior Department added phosphate to the country’s Critical Minerals list.
Introducing First Phosphate Corp (OTC:FRSPF) – Building North America’s LFP Battery Backbone
Source: The First Phosphate team was accompanied by the Belgian ambassador, the mayors of Bégin and Lamarche, and government representatives from Canada (Quebec). (See this video from the site visit in June 2025.)
First Phosphate isn’t your typical mining company. They are at the forefront of the LFP (Lithium Iron Phosphate) battery revolution — a next-generation battery chemistry that’s rapidly replacing traditional NMC (nickel, manganese, cobalt in electric vehicles, energy storage, robotics, and now, the data centers powering AI.
While most of the global LFP supply chain is dominated by China, First Phosphate has been building a fully integrated North American alternative — from mine to market.
First Phosphate Corp. has achieved the creation of a commercial-grade LFP batteries made entirely from North American-sourced critical minerals.
Their vision is simple yet powerful:
Extract North American critical minerals → Process them domestically → Deliver high-purity LFP material to power the next generation of technology and clean energy infrastructure.
And they’re already shaking the market, with a +150% YTD increase so far.
First Phosphate Corp. was also featured in these articles:
- The Next Energy Infrastructure Stock To Watch? – First Phosphate (CSE: PHOS | OTCQX: FRSPF)
- A Rare Earth Stock that Could Feed the Next LFP Battery Supercycle – OTC:FRSPF
- First Phosphate produces LFP battery cells using North American critical minerals
A World First: North America’s Own LFP Battery Supply Chain
First Phosphate (OTC:FRSPF) has achieved a milestone that puts them ahead of competitors — the creation of a commercial-grade LFP batteries made entirely from North American-sourced critical minerals.
- The phosphate and iron used both come from their own igneous phosphate deposits.
- Their model eliminates dependence on foreign supply chains.
- The result: a reliable, sustainable, and geopolitically secure source of LFP battery materials.
In an era where governments and corporations alike are emphasizing “Made in North America,” this is no small feat.
From Mine to Market – A New Category: “Mining Tech”
What makes First Phosphate (OTC:FRSPF) truly unique is that they bridge two worlds: mining and technology.
They’re not just planning to extract resources — they aim to refine and transform them into high-value battery materials used in some of the fastest-growing industries on the planet.
This is why many investors are calling First Phosphate a “mining tech” company — the rare kind of enterprise that combines the security of natural resources with the scalability of technology manufacturing.
As one market analyst put it:
“Owning First Phosphate is like owning a mining company and a clean-tech company at the same time.”
Strategic Timing in a Shifting Market
Global demand for LFP batteries is projected to grow exponentially as automakers, energy storage companies, and data centers pivot toward safer, more sustainable solutions.
- Tesla has already embraced LFP chemistry for its data storage and in many of its vehicles.
- Major North American producers are racing to establish domestic LFP production.
- Government incentives and critical mineral policies in North America favour companies like First Phosphate.
With that alignment, First Phosphate isn’t just participating in the LFP revolution — they’re leading it in North America.
Investment Highlights for First Phosphate Corp. (OTC:FRSPF)
- Political backing – All levels l government support for a project in the “Critical Minerals” sector. They also got a visit from Canadian Natural Resources Minister Tim Hodgeson in October 2025.
- Local approval – mayors and councillors support the project.
- Indigenous collaboration agreement in place
- Share structure: Management holds 25% of all shares, “Family & Friends” and High Net Worth Individuals hold a further 34%. A strong vote of confidence
- Offtake deal with European offtaker – market leader secures demand.
- Vertical integration – From mine to end product; higher margins, more control.
- Strategic port location – Facility at Port Saguenay with direct European route.
- Customs advantage – No tariffs as the focus on European customers.
The Bigger Picture: From Energy Scarcity to Self-Sufficiency
As the AI and EV revolutions accelerate, the world is beginning to understand that whoever controls the energy supply chain controls the future of technology.
Tech can only grow as fast as the power behind it.
And companies like First Phosphate (CSE: PHOS – FSE: KD0 – OTCQX: FRSPF) are laying the foundation for that power — turning critical minerals into the lifeblood of tomorrow’s innovation.
8 Reasons Why You Should Watch First Phosphate Closely ($PHOS | $FRSPF)
- Outstanding Rare Earth Igneous Phosphate Find – One of the Highest Purities in the World
- High Insider Buying Confirms This Isn’t Just Another Mining Story
- Shareholder Upside From Discounted Share Price (Compared to NPV)
- Strategic Partnerships Backed By Global Trade Policy
- Collective acceptance from Municipalities & Collaboration with Indigenous Communities
- Clear Path to Production & Favourable Jurisdiction
- Technology for the production of North America Sourced LFP Battery
- Potential Market-Moving Milestones Coming Up in 2025
Final Thoughts
While tech stocks grab headlines, the next wave of wealth creation is forming beneath the surface — quite literally.
In a world shifting from speculation to substance, First Phosphate (OTC: FRSPF) stands as one of the rare companies that bridges raw materials and clean technology.
They’re not just mining. They’re powering the future.
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