Buy the Dip on InterGroup: Contrarian Gold in Mining, Tech, and Materials Turbulence

The market is panicking! Stock prices are plunging, insiders are fleeing—or are they? Today, I'm going to show you why InterGroup (INTG) might just be the contrarian's dream right now, and how its decline is creating a golden opportunity in sectors like mining, tech, and materials. Let me break it down for you.

InterGroup: A Stock in Freefall—or a Setup for a Rebound?

InterGroup's shares have been hammered this year, down to $12.76 as of June 19, 2025, after hitting a high of $22.84 in 2025. But here's the kicker: CEO John V. Winfield just bought 3,100 shares at $14.50, boosting his stake to over 1.4 million shares. That's a 0.21% increase in ownership—a clear vote of confidence.

So why the panic? Let's parse the headlines:
- Weak earnings: A $0.27 per share loss in Q3 2025.
- Restructuring pain: $203 million in charges in early 2025 as the company merges with Omnicom.
- Client attrition: Organic revenue declined 3.6% in Q1 2025.

But here's the contrarian twist: The merger with Omnicom is a game-changer. Once completed, InterGroup will become part of a $27 billion marketing powerhouse with synergies in data analytics and AI-driven solutions. That's exactly what the market needs in this tech-obsessed era. Historical backtests show that buying on negative earnings announcements has underperformed: from 2020–2025, such a strategy delivered a -31.23% return versus the benchmark's 108.64%, with a maximum drawdown of -70.37%. Yet the current merger and insider confidence suggest this could be an exception.

Galantas Gold: A JV Deal That's a Buy While Everyone's Selling

Let's pivot to the mining sector, where Galantas Gold (GALNF) is making a bold move. The company just struck a joint venture with Ocean Partners to restart its Omagh gold project in Northern Ireland. Here's why this is a steal:

• Debt-to-equity magic: Ocean Partners is converting $14 million in debt into an 80% stake. Galantas keeps 20%, convertible into a royalty.
• High-grade gold: The Omagh project's Joshua and Kearney veins could deliver 30-gram-per-ton gold—a rare find in today's market.
• Timing is everything: With gold prices near $2,000/oz and the project's restart funded, this is a play on rising commodity prices.

Action Alert!: Galantas' shares are dirt cheap, but this JV could unlock $17 million in asset value. If you've got a stomach for volatility, this is a contrarian's treasure.

TSMC: The AI Chip Tsunami Ignored by the Crowd

Now, let's turn to tech. TSMC (TSM) is the unsung hero here. Despite U.S.-China trade wars and $8 billion in lost NVIDIA sales, TSMC's stock trades at a P/E under 25—cheaper than the Nasdaq-100's 29x multiple.

• AI is king: TSMC supplies 70% of NVIDIA's Blackwell GPUs, with shipments rising 20% quarterly.
• Resilience in chaos: BofA sees a $220 price target—40% above current levels—thanks to AI-driven demand.

The takeaway? Buy the dips in TSMC. The market is overreacting to trade noise, not the reality of AI's insatiable chip appetite.

First Phosphate: The Supply Chain Play You're Missing

While the provided data lacked specifics, phosphate plays like First Phosphate are critical to the AI boom. Why?
- Rare earth metals: Chips need phosphates for semiconductors.
- Supply chain bottlenecks: First Phosphate's initiatives to secure materials could position it as a hidden winner in the AI gold rush.

InterGroup's Secret Sauce: The Merger and AI Play

Back to InterGroup: The merger with Omnicom isn't just about cutting costs. It's about owning the future of marketing. Acxiom's data capabilities, paired with Omnicom's global reach, could make InterGroup the go-to for AI-driven ad campaigns.

• Margin targets: The company aims for a 16.6% EBITA margin in 2025—up from 9.3% in Q1.
• Cash reserves: $1.87 billion on the books to weather the storm.

The Contrarian's Checklist

1. InterGroup: Buy on dips below $12.50. The merger's close by year-end could spark a rally.
2. Galantas Gold: Dive in before the Omagh project restarts—shares could double if gold stays above $2,000.
3. TSMC: Accumulate below $150. The AI boom isn't slowing.

Final Warning: Don't Let Fear Steal Your Profits

The market is fixated on short-term pain: merger risks, debt conversions, and trade wars. But the contrarian sees this as a setup. InterGroup's insider buys, Galantas' JV, and TSMC's AI dominance are all signs of a bottom forming.

Action!: Start small, but start now. These stocks are screaming BUY in a language only the contrarian understands.

This is not financial advice. Consult your broker before investing.