I publicly scaled into my $NOW position around $90/share.
The thesis was pretty obvious:
โข Trump disclosed a $1Mโ$5M position
โข Jensen Huang is publicly backing the agentic AI/software thesis
โข Bill McDermott is aiming for a trillion-dollar company by 2030
โข Multiple members of Congress have disclosed $NOW buys
โข The market was pricing it like AI was going to kill software
Now $NOW is up +14% and roughly +35% from those levels.
Hopefully you didnโt miss it.
Our Molaoi deposit in Greece holds an Inferred JORC resource of 15Mt @ 7.26% Zn, 1.75% Pb and 39.5g/t Ag.
That is:
๐ฅ1.09Mt of #zinc
๐ฅ19.1Moz of #silver
๐ฅ260,000t of #lead
Drilling is ongoing.
#ROCK
We are pleased to provide the initial results of the #BLOE Phase CCS Pilot Update
โ 70โ100% COโ mineralisation confirmed
โ Third-party verified, rapid in-situ conversion
โ COโ locked permanently as solid carbonates
โ Project de-risked, scale-up next
https://t.co/wooeA0LOO2