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Why These 15 Mining Stocks Are Skyrocketing So Far In 2025

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The mining sector has been solidly bullish so far this year and investors are scrambling to capitalize. The new tech-driven industrial revolution is requiring all sorts of metals and materials, and even gold has been surging due to it being a safe haven asset for those who aren’t so bullish about the broader market rally.

Plus, mining companies are integrating AI and automation to modernize operations. This could unlock $1.5 trillion in energy transition mineral revenue by 2024.

The stars seem to be aligning for gold producers, lithium explorers, copper miners, and many other companies linked with mining. It is worth looking deeper into these stocks, as some have solid upside potential as they expand operations.

Aerial shot of a mining facility, revealing the vastness of the companies resources.

Methodology

For this article, I screened the top-performing mining stocks year-to-date. Stocks that I have covered recently will be excluded from this list.

I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds invest in? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).

15. Gold Royalty Corp (NYSEAMERICAN:GROY)

Number of Hedge Fund Holders In Q3 2024: 12

Gold Royalty Corp (NYSEAMERICAN:GROY) is a precious metals royalty and streaming company.

The stock is up sharply year-to-date as it reported a 231% year-over-year sales increase in 2024. Revenue came in at $12.8 million and drove cash flow from royalties.

The company acquired Vares Copper Stream in 2024 and the Côté Gold Royalty entered production in 2024. The latter is expected to reach full capacity this year, with the Borborema Mine slated to begin production this quarter.

Aggregating all this should lead to more cash flow this year. Analysts expect $11 million in 2025 OCF.

The consensus price target of $3.67 implies 175.69% upside.

GROY stock is up 9.92% year-to-date.

14. Solitario Resources Corp (NYSEAMERICAN:XPL)

Number of Hedge Fund Holders In Q3 2024: 2

Solitario Resources Corp (NYSEAMERICAN:XPL) is a mineral exploration company that focuses on high-grade gold and zinc.

The stock has delivered solid gains so far in 2025 due to breakthrough drilling results at its Golden Crest gold project.

It reported high-grade gold intercepts at the aforementioned project. The discovery means there’s potential for large-scale high-grade deposits similar to the historic Homestake mine. And earlier last year, surface sampling identified three new zones with high-grade gold.

As such, there is a lot of optimism about where this stock could go in the coming years.

The consensus price target of $1.6 implies 143.98% upside.

XPL stock is up 10.31% year-to-date.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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