Compound Growth

Updated FCF comp sheet:

I think the miners remain silly cheap. I have 70 stocks on my 10-bagger list in this month's newsletter that came out yesterday. Here are the best ones.

We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.

MIDDLE EAST OIL & GAS RECONSTRUCTION WATCHLIST Who rebuilds when this war ends? Ranked by reconstruction relevance, not pre-war backlog, assembled by AI assistant, hopefully 95% accurate. PHASE 1: Emergency restart and damage repair (months 1 to 12 post ceasefire) 1. $SLB (NYSE) | SLB N.V. | Largest installed base of wellhead systems and production equipment across every damaged facility. Well restart, integrity assessment, corrosion monitoring after prolonged shut ins. Recently won $1.5B Kuwait Oil Company contract plus Oman contracts. Biggest regional footprint of any OFS company. 2. $HAL (NYSE) | Halliburton | Well intervention, cementing, completions restart. Holds the $2.5B Jafurah EPIC contract with Aramco. Dual HQ in Houston and Dubai. Critical for restarting shut in wells across Saudi and UAE. 3. $BKR (NASDAQ) | Baker Hughes | Gas turbine inspection, compressor recertification, gas processing equipment stress testing. Every gas plant shut down (Habshan, Shah, Ras Laffan) needs their turbomachinery services before restart. PHASE 2: Full reconstruction (years 1 to 5) 4. $TE (Euronext Paris) / $THNPY (OTC) | Technip Energies | Built most of Qatar's LNG infrastructure. 59% of revenue from Africa and Middle East. The Ras Laffan rebuild alone could be their largest contract in history. 5. $KBR (NYSE) | KBR Inc. | Brownfield EPCM specialists. Already supporting Aramco's Shaybah (attacked), Majnoon in Iraq, and Kuwait Oil Company. Damage assessment to design to reconstruction. 6. $FLR (NYSE) | Fluor Corporation | Major refinery rebuild expertise. Ras Tanura, SAMREF are historical Fluor client base. Also positioned for new bypass infrastructure EPC. 7. $SPM (Borsa Italiana) / $SAPMY (OTC) | Saipem | Deep Gulf NOC relationships. Merging with Subsea 7 to form Saipem7 with EUR 43B combined backlog. Offshore and pipeline repair in the Gulf runs through them. PHASE 3: New infrastructure that didn't exist before 8. $TS (NYSE) | Tenaris | World's largest steel pipe manufacturer for oil and gas. Post war bypass pipeline expansion means potentially hundreds of km of new pipeline. Massive pipe orders. 9. $WFRD (NASDAQ) | Weatherford International | Production restart, artificial lift, well services. Major contracts with PDO, KOC, Bapco. Positioned for the activity surge when operations resume. 10. $FTI (NYSE) | TechnipFMC | Subsea and surface wellhead systems. Essential for offshore Gulf infrastructure repair and new subsea pipeline connections. 11. $HP (NYSE) | Helmerich and Payne | Was scaling to 24 rigs in Saudi Arabia by mid 2026. Rigs are likely idle now. When drilling resumes expect a massive catch up surge. Rigs already in country. 12. $PTEN (NASDAQ) | Patterson UTI Energy | 15% stake in JV with ADNOC Drilling and SLB to drill 144 unconventional wells in UAE. That program restarts post war with urgency. 13. $NOV (NYSE) | NOV Inc. | Rig systems, drilling equipment, pipeline components. Equipment supplier to every company above. Picks and shovels play on the entire rebuild. Map by meforum.org

Eddie Murphy dropped this eye opening speech in the movie "HOLY MAN" (1998)

RT @wmiddelkoop: German Suicide by 1000 cuts

Palladium has an enormous 40-year parabolic base in the making. Another 21x move looks very likely. It will outperform even silver. The rounded bottom/arc bottoming phase has now reversed the trend. The commodities bull is a true get-out-of-rat-race opportunity.

This demonstration of ocean currents is oddly beautiful!

ATTN: U.S. POLICYMAKERS

I’ve never heard a life story like this. Mark enduring insane hardship with his son, and then decades of extreme pain, but as he describes, the pain so impacts his brain that he also becomes a sort of business terminator during this period of pain. I’m not sure how he survived all of this. I don’t even know what the lesson is, because I honestly think I would have crumbled. All I know is I hunt for remarkable stories all the time, and this is one. Thinking of Mark's motivations and skill to now lead Oscar is completely fascinating. This is a unique one. I hope you enjoy it. Timestamps 0:00 Intro 1:04 A Near-Fatal Accident 4:04 Growing Up in Detroit 5:57 From Auto Worker to Business Leader 9:21 Building and Fixing Companies 15:50 The Evolution of US Health Insurance 22:28 Oscar Health: A New Approach 35:13 The Role of AI in Healthcare 37:55 Son's Battle with Cancer 42:45 Eastern Beliefs & Personal Transformation 53:25 Yoga and Employee Wellness 58:33 Raising Employee Wages and Benefits 1:07:40 Balancing Success & Personal Struggles 1:10:56 Early Lessons in Work & Money 1:15:56 Bridgewater and Transition Challenges 1:20:25 Joining Oscar Health 1:23:54 The Importance of Curiosity and Courage 1:30:47 Reflections on Personal Growth 1:35:30 The Kindest Thing

Shocking stat of the day: Data center energy consumption has reached a record 5% of total US power demand. This increase has been driven by the rapid adoption of digitalization and AI technologies. This percentage is now estimated to more than DOUBLE over the next 5 years, according to McKinsey. Additionally, data center load is set to account for up to 40% of net new demand added until 2030. Overall, electricity demand for data centers is expected to grow at a compounded annual growth rate of 23% through 2030. Energy will soon be the AI bottleneck.

Gold Miners: AISC Margin Leaders Q1/2025 ($/oz) 🪙💰 1. Lundin Gold: 2,172 👑 2. G Mining Ventures: 1,806 3. Dundee Precious Metals: 1,760 4. Agnico Eagle Mines: 1,708 5. Zijin Mining: 1,700 6. Endeavour Mining: 1,654 7. Kinross Gold: 1,502 8. Northern Star Resources: 1,491 9. B2Gold: 1,359 10. Newmont: 1,293 11. AngloGold Ashanti: 1,234 12. Barrick Mining : 1,123 13. Equinox Gold: 793 * AISC Margin = Average realized gold price minus AISC (All-in Sustaining Costs) per gold ounce

dorzuciłem się, powodzenia, super inicjatywa

Haywood with $4.15 target and a Buy rating for Denison Mines $dnn $dml #uranium

Energy Department Announces Pilot Program to Build Advanced U.S. Nuclear Fuel Lines and End Foreign Dependence #uranium #nuclearenergy energy.gov/articles/energy-d…

$SSV.V - SOUTHERN SILVER I doubled my position in SSV today. My investment thesis is that Southern Silver, with one of the world’s largest and highest-grade undeveloped underground silver deposits, is currently undervalued and well-positioned to perform strongly in the next silver bull market. Historically, it has delivered X10 gains in bull markets, and I see no reason why it won’t do so again. DYODD. SSV is a junior silver exploration company focused on Mexico: Cerro Las Minitas (CLM) Project Located in Durango, Mexico, part of the famous Silver Belt. Recognized as one of the largest and highest-grade undeveloped silver deposits globally. Measured & Indicated: ~116 million ounces AgEq at ~271 g/t AgEq (large) Inferred: ~186 million ounces AgEq at ~248 g/t AgEq (large) Operates as underground mine, with a 17-year life. AISC around $13.23 USD/oz (very low). No royalties; 100% owned by Southern Silver after acquiring remaining 60% from Electrum in 2020. Located near infrastructure: ~7 km from grid power and adjacent to interstate highway. Resource remains open for expansion laterally and at depth. Market Capitalization & Valuation Current market cap: approx. C$105 million. Low valuation metrics (~$0.30 EV/oz AgEq). Estimated value in bull market: $500-$1000 million USD. Technical Analysis & Stock Performance Recent technical breakout on weekly and monthly charts Breaking a 5-year downtrend since 2020 peak. Quadruple bottom pattern and prior history of X10 price appreciation after such patterns noted. Stock price is well below analyst target, implying X5 upside to C$1.25 target. Location & Nearby Operations Key neighbors include: Hecla Mining’s San Sebastián (~10 km east) Avino Silver & Gold’s Avino (~14 km west) Coeur Mining’s La Preciosa (~30 km west) Management & Ownership CEO Lawrence Page: previously Secretary & Director at Western Silver Corp. Institutional investors plus management own roughly 36.3%. Thomas Kaplan, a billionaire resource investor, is the largest shareholder. He provides financial stability and long-term strategic vision. Capital Structure & Financing Southern Silver has confirmed no plans to raise capital in 2025, reducing dilution risk. Acquisition of 100% ownership of CLM eliminates joint venture complexities and title risk. Market & Industry Context Mexico is shifting focus away from open-pit projects due to regulatory and environmental challenges. Large underground silver deposits like CLM are increasingly attractive to intermediate and major silver miners.

RT @Napalm_1_: #Uranium supply sector is taken by surprise. It’s that simple The utilities as global group are too late. They just don’t k…

Why I own ~1% of $PEGA.v: • Insiders own ~18%, recently added 100k–150k shares at $0.06–$0.08 • Historical grades at Energy Sands include 18 holes >1% U₃O₈, peak 18.8% • Jupiter project fully permitted for 30 holes (avg. 550 ft), ~15,360 ft total • Pegasus now holds 75% of Jupiter – drill-ready and derisked • White Mesa Mill 40 km away – rare infrastructure advantage • Uranium price holding ~$75/lb, with 60 reactors in global pipeline • USDOE earmarked $50M for domestic uranium development • No NI 43-101 resource yet – discovery could trigger major re-rating • Tight float microcap with a monthly chart breaking OUT! Retweet if you like 🔁

RT @quakes99: ⚠️Note: the Big Beautiful Bill will also remove access to #Nuclear tax credits IF the US applicant uses #Uranium fuel sourced…