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▶ 8:14 · $TMC · This Mining Stock Is Trump's Secret Weapon Against China (The Metals Company)

now playing · $TMC

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.

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▶ 8:14 · $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.