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$TMC · This Mining Stock Is Trump's Secret Weapon Against China (The Metals Company)
now playing · $TMC
$TMC···bullish· high· posmichael sikand
Sikand holds TMC as largest asymmetric bet on deep-sea mining permit catalyst
TMC is the only company advanced enough to secure a NOAA deep-sea mining permit under the Trump administration, which could trigger an immediate re-rating toward its $23.6B NPV (~…
$KRKNF···bullish· high· posmichael sikand
Sikand discloses 70% portfolio concentration in Kraken Robotics
Kraken Robotics constitutes 70% of the speaker's portfolio, indicating high conviction, though no thesis is articulated in this episode.