NVIDIA was $10 in 2022. Palantir was $8 in 2023. Both went up 20x times.
While everyone’s buying the same popular tech stock, there are 5 companies NOBODY is talking about that could hit similar returns.
Here's what they are + why I believe this:
1) NANO Nuclear Energy (NNE)
New Article: I painstakingly reconstruct how Epstein & Trump coordinated Miss Universe & an underage modeling competition that were both staged in Ecuador in Summer ‘04, with overlapping panelists, contestants, & organizers. The Clinton Foundation provided diplomatic support to Epstein & Maxwell while they attended the Brunel-orchestrated event in Guayaquil, contacting the U.S. Ambassador to secure fuel for the Lolita Express due to a shortage.
This was one of the Clinton Global Initiative’s first ever orders of business, assistance rendered even prior to the disguised $1 million USD loan that Epstein gave in Oct. ‘04 to finance the inaugural Davos-esque conference, monies routed through the European advertising and PR agency Publicis Groupe (chosen by Ghislaine because they were Robert Maxwell’s old firm and former Clinton staffer Mary Morrison was working there briefly, overseeing the “Clinton Project” at the time).
There’s a much higher than non-zero chance that the fuel the Embassy helped furnish Epstein and his pilot Larry Visoski with was used to fly barely above preteen girls back to the States.
BREAKING: Lead investor behind Flock Camera Technologies caught funding a firm that is able to locate, hack, and ALTER both live and archived security camera footage without a detectable trace.
Guess who he is also linked to...
Absolutely incredible.
In an unprecedented move, South Korea's stock market just collapsed -44% in 40 days, erasing -$2 trillion in market cap.
Now, South Korea's finance ministry has announced plans to "stabilize" the market.
What is happening? Let us explain.
(a thread)
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
https://t.co/AUKzoQ5Ikb
🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.
My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.
Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.
Hedgie🤗
70 pounds of trash paddled out of Pittsburgh's Ohio River today including a 1/2 wooden barrel, traffic cone, tire, backpack, broken flower pot & a full bag of litter including 26 plastic bottles.
A booster pack opening channel but I pit my viewers against each other by eating rotisserie chicken with my bare hands and tiers of donation to clean my hands off before I open each pack. Viewers can also donate to have me eat chicken and potentially ruin pack openings.