Peter Dahlberg

Investor and Unashamed Anime Nerd

[Capital 10X @capital10x]

Anfield Energy is rapidly executing its U.S. uranium hub-and-spoke strategy anchored by the Shootaring Canyon mill ⛏️🇺🇸 $AEC #URANIUM

Operational Update Research Report: https://t.co/FrKKuitztu

Key 2026 Milestones:
▪️Physical mill refurbishment initiated.
▪️Major surface construction and first underground blast at Velvet-Wood completed.
▪️JD-8 advanced through the substantive portion of Colorado’s state mine-permit review.

Despite a clear path to production in the next 12-24 months, the company trades at a significant discount of just $1.69/lb compared to producing peers at $10-$20/lb ➡️This deep discount offers a significant margin of safety.

Disclosure: Distributed on behalf of Anfield Energy

[Dan Hipp @MISTERHIPP]

In brightest day

[Midtown Comics @MidtownComics]

DEMONS, BEWARE...

...the X-ORCISTS are here!

When a demon escapes Limbo and begins terrorizing humans and mutants alike, MAGIK and JUGGERNAUT of the X-Men team up with MADELYNE PRYOR, the Queen of Limbo herself, to take it down. But this demon is unlike anything they've ever seen before, and they're going to need help to stop its ruinous rampage.

🕐 𝗣𝗿𝗲-𝗼𝗿𝗱𝗲𝗿 𝗻𝗼𝘄, 𝘀𝗮𝘃𝗲 𝟮𝟬%, 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗶𝘀 by MON OCT 12 @ 12 PM!
📱PRE-ORDER X-Orcists #1
🕐Releases 11/18

👉BROWSE ALL FEATURED PRE-ORDER COMICS: https://t.co/4UlyxvSc9H

✏️ Ashley Allen
🎨 German Peralta
✨ Variant Dike Ruan Cover

@_ashkallen @GermnPeralta10 @dike_ruan
#Magik #magikcomics #Xmen #Xmencomics #marvelcomics

[Stephen Stapczynski @SStapczynski]

European natural gas prices rise to highest since late-2022 🇪🇺⚠️

What's going on?

🚢 Hormuz disruption keeps choking LNG supply. This means Europe needs to outprice Asia for spare shipments
📉 EU is entering winter with seasonally low inventories
🧊 Next week is gonna be cold

[Patient Investor @patientinvestor]

YouTube is eating Netflix’s lunch!

U.S. TV viewing share:
YouTube $GOOGL: 14.2%
Netflix $NFLX: 7.8%

[Dan Hipp @MISTERHIPP]

Fall Art Drop this Saturday 10/10 at 9am PT! NEW Art, Prints and Stickers! Shop opens at 9am and closes Sunday at midnight, thanks!

[Grizzle @grizzlemedia]

Grizzle Hard Money Conference - Fall 2026 ⛏️ Gold, Silver & Bitcoin

Producers & Royalties:
$KGC $OR $CERT.V $MSA.TO $NRC.V
Explorers & Developers:
$CAMB.V $WPG.V $VAU.V $VIPR.V $SUYO.V

Agenda:
0:00 Intro
1:39 David Shaver @kinrossgold $KGC
25:49 Heather Taylor @ORroyalties $OR
38:21 Mark Brennan @CerradoGold $CERT.V
59:51 Daniel Henao @Mineros_sa $MSA.TO
1:14:04 Derek Pattenden @Nations_Royalty $NRC.V
1:31:12 James Seyffart, Bloomberg Intelligence @JSeyff
1:59:26 Rob Mcleod @cambgold $CAMB.V
2:16:48 Derek Macpherson @WestPointGoldUS $WPG.V
2:28:57 James Tworek, Suyo Mining $SUYO.V
2:45:43 Jim Hesketh @VivaGoldCorp $VAU.V
2:57:35 Steve Cope @SilverViperCorp $VIPR.V

#gold #silver #bitcoin

[Midtown Comics @MidtownComics]

CARNAGE NEVER LOOKED SO GOOD!
Spider-Woman's 50th Anniversary celebration continues in this new series.
It's a recipe for Spider-Woman's darkest adventure yet. Don't miss this electrifying first issue!

🕐 𝗣𝗿𝗲-𝗼𝗿𝗱𝗲𝗿 𝗻𝗼𝘄, 𝘀𝗮𝘃𝗲 𝟮𝟬%, 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗶𝘀 by MON OCT 5 @ 12 PM!
📱PRE-ORDER Spider-Woman Vol 9 #1
🕐Releases 11/4

👉BROWSE ALL FEATURED PRE-ORDER COMICS: https://t.co/I0GhmAlKwD

✏️ Dan Watters
🎨 Andrea Broccardo
✨ Ito Cover

@DanPGWatters
#Spiderwoman #spiderwomancomics #ItoArt #comicbookshop

[Image Comics @ImageComics]

Announced at NYCC 2026: Jim Zub and Alberto J. Alburquerque team up for OMEN-BOUND, a dark fantasy with the emotional stakes of THE WALKING DEAD. Warriors and priests must transport a dangerous supernatural prisoner across a perilous realm. Catch preview editions at Artist Alley tables I-33 and A-33, full launch coming March 2027.
https://t.co/AMVBA4oExJ

[Neel Chhabra @NeelChhabra]

Alphabet, Amazon, Meta, Microsoft and Oracle spent close to half a trillion dollars on capital projects in 2025, and on trend will spend around three-quarters of a trillion in 2026. One company’s capital spending is another company’s order book. Every dollar of it lands, sooner or later, on a chipmaker, a transformer factory, a cable plant or a construction crew.

Follow a single $100 of that spending and the order books come into view. Half buys chips, and inside the chips about $8 flows on to the machines that make them. Fifteen dollars buys networking, twenty buys power, and the rest goes on cooling, buildings and land. The chips take the headlines. The twenty dollars of power is the share with the longest lead times.

[ᴠɪɴᴄᴇ ᴀsᴇᴏ @RhafaelAseo]

made another one for Lanterns finale. One of the best TV shows I’ve seen in years. 🔥🔥🔥

[Shanu Mathew @ShanuMathew93]

Bain’s GLOBAL base case implies ~149 GW of net data-center IT capacity added through 2030, with annual additions rising from ~20 GW in 2026 to 36 GW in 2029–30. Reminder, US is something on the order of 50-67% of adds and might be disproportionately higher in the near-term as it can build capacity faster than ROW ex-China.

Implied annual additions from its chart, 2026/27/28/29/30, rounded:
>Low: 19/21/23/23/23 GW
>Base: 20/25/32/36/36 GW
>High: 24/33/38/43/45 GW

That takes global installed capacity from 79.2 GW in 2025 to:
>Low: 188 GW in 2030
>Base: 228 GW
>High: 262 GW

Bain estimates $5-6.5T of base-case buildout spending. Its other forecasts, 2023→2030:
>Electricity demand: 388→1,228 TWh
>Cooling revenue: $7.9→$28.4B, excluding China
>GPU/ASIC shipments: 3.9→38.6M

Capacity includes conventional workloads. Net additions exclude GPU refresh, retrofit and replacement of retired capacity.

Cuts I’d like to see: annual additions by region; training vs inference; GPU vs ASIC; spending including refresh; and energized vs contracted/proposed capacity.

[Midtown Comics @MidtownComics]

ABSOLUTE STEEL SUITS UP!

"Get Brainiac" continues as Superman enlists a new ally in his search for his most fiendish foe. But if the man known as Steel is going to join the fight, he's going to need a new suit of armor...

💙🖤New from DC Comics at #MidtownComics COMING THIS NEW COMIC DAY!
😍Covers by Carlo Pagulayan, Mitch Gerads, Juan Ferreyra + Rafa Sandoval
📚Absolute Superman #24
✏️ Jason Aaron 🎨 Juan Ferreyra

👉Collect these covers (+ more!) in DC's New Releases for 10/7 -- https://t.co/Bl8lOu6axg

@jasonaaron @juaneferreyra @carenpagulayan @MitchGerads @RafaSandoval75
#DCcomics #AbsoluteSuperman #AbsoluteUniverse #AbsoluteComics #SupermanComics

[Capital 10X @capital10x]

Cambria Gold Mines Announces Construction Update at Red Mountain and Premier Gold Projects ⛏️ $CAMB.V #GOLD

◾️Mill Commissioning on track for Q4 2027
◾️Critical Red Mountain road permit received on September 21st
◾️Feasibility Study to be released by end of 1H 2027
◾️Cambria trades at 0.23x NAV vs producing peers at 0.60x

Press Release: https://t.co/jrr5qlLZ6k

Disclosure: Distributed on behalf of Cambria Gold Mines

[Peter Dahlberg @PeterDahlberg14]

@glocalinvestor This was great!

[Duane Hope @DuaneHope5]

Treasury Yields & Gold

"It used to be that rising #yields were poison for #gold. That hasn't been the case for quite some time, & again, I think it shows cracks in the level of trust in bonds as a safe haven."

-John Hathaway Senior PM, Sprott

[Midtown Comics @MidtownComics]

THE BIGGEST ISSUE IN AMAZING SPIDER-HISTORY!
Spider-Man faces his greatest fear and his most frightening new villain in decades...RAVAGE!
Plus, some of the greatest creative minds on Earth honor one thousand issues of THE AMAZING SPIDER-MAN!

Amazing Spider-Man Vol 7 #1000 has so many AMAZING covers!

😍Which one is your favorite?

👉Snag these covers (+ more!) from Marvel's New Releases for 9/30 -- https://t.co/IVBT49Mlyr
✨Cover Z-D Incentive J Scott Campbell Virgin Cover
✨Cover C Variant Todd Nauck Legacy 4-Part Connecting Cover
✨Cover X Variant Julian Totino Tedesco Cover
✨Cover P Variant Alex Ross Cover
✨+ more!

@JScottCampbell @ToddNauck @thealexrossart
#ASM #spiderman #spidermancomics #asm1000

[Capital 10X @capital10x]

Kinross Commences Drilling at West Point Gold’s Jefferson Canyon Project ⛏️ $WPG.V $KGC #GOLD

◾️Kinross starts the clock on 4 year-option period
◾️Kinross can acquire 80% of the project for US$10 million (50% increase to WPG current cash)
◾️Only 7km from prolific Round Mountain Mine
◾️West Point retains 20% or 1% royalty

Press Release: https://t.co/6YUjk1uk84

[Capital 10X @capital10x]

Anfield Energy Receives Colorado Permit for Restart of JD-8 Uranium Mine ⛏️ $AEC #URANIUM

◾️Colorado Permit received, only federal review remaining before restart
◾️Restart of JD-8 mine planned by end of Q2 2027
◾️Anfield on track to produce 1.3mm lbs per year of U3O8 by YE2027

Press Release: https://t.co/YGbWKkPvqL

Disclosure: Distributed on behalf of Anfield Energy

[Jessie Dong @jessiedong_]

power is hard to get for data centers because it takes a long time. even northern virginia, the world's largest data center market, can't get power fast enough. it takes a 100 MW data center 7 years to connect to the grid

I think this pushes companies to be more creative about getting power. my favorite example is @RedwoodMat
- @CrusoeAI using gas that oil fields would otherwise burn
- @spacexai bringing gas turbines to its Memphis data center
- @Microsoft paying to bring back three mile island (a closed nuclear plant)
- @IREN_Ltd turning powered sites for bitcoin mining to AI data centers

and finally, @RedwoodMat in nevada. they use old EV batteries and use them for modular data centers. many are actually not good enough for cars but still can store energy. they used these with solar power to power 4 @CrusoeAI modular data centers (and now are expanding to 24)

modular data centers are hard to do but are the future. you can bring the data center to where power is already available without waiting for grid connection!