I publicly scaled into my $NOW position around $90/share.
The thesis was pretty obvious:
• Trump disclosed a $1M–$5M position
• Jensen Huang is publicly backing the agentic AI/software thesis
• Bill McDermott is aiming for a trillion-dollar company by 2030
• Multiple members of Congress have disclosed $NOW buys
• 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 didn’t 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:
🔥1.09Mt of #zinc
🔥19.1Moz of #silver
🔥260,000t of #lead
Drilling is ongoing.
#ROCK
We are pleased to provide the initial results of the #BLOE Phase CCS Pilot Update
✅70–100% CO₂ mineralisation confirmed
✅Third-party verified, rapid in-situ conversion
✅CO₂ locked permanently as solid carbonates
✅Project de-risked, scale-up next
https://t.co/wooeA0LOO2