Sorry, Nutstuff will publish tomorrow/ Friday. R.I.P. Alex. A Hugely… — Nutstuff — TG.ME

Sorry, Nutstuff will publish tomorrow/ Friday.   R.I.P. Alex.  A Hugely sad day today, for me personally and for the Country, losing (Sir) Alex Younger to cancer, just 62. The Former head of MI6, ex Scots Guards officer, strategist, diplomat and genuinely one of the finest practitioners of British soft power of his generation. Alex was a source of charm, wisdom humility and great perspective to Nutstuff in the last 5years. Alex was a “Gentleman Spook”, ask me what the UK has produced better than anywhere else on earth through generations then it is this and Alex was as good as any! He led MI6 through ISIS, Brexit, Russian adventurism and also the early innings of the AI age, but what set him apart was not his intelligence alone, it was his innate judgement. He understood something markets, politicians and technologists consistently forget: information is abundant, wisdom is scarce. Alex could absorb complexity, strip away the noise and simply focus you in on what mattered. Yes, it was him who constantly reminded me that AI may one day outperform humans in analysis, but it cannot replicate trust, intuition, empathy, discretion or the ability to understand what is left unsaid. In an increasingly automated world, those qualities become more valuable, not less. Britain has lost a remarkably thoughtful public servant, and there are precious few of his calibre coming through behind him. A BUBBLY Market, yes for sure. Energy/ North Sea & SAAS and Quantum (New add last week! ) see Quantinium IPO priced at $60 last night! )Nutstuff QUANTUM thoughts out tomorrow!) China tech the good spaces/ Bitcoin et al the blow-offs down. Ask yourself a simple question! What was Microns earnings estimate <12mths ago and now ask what % Micron is of 2027 S&P500 future earnings estimates!!!?  THIS WEEK: A raft of learning / reading and meetings this week in Special-sit/ uncorrelated alpha space.  ***Music, my (Ocean Wall credit!) UK Spec-sit play finally really moving, I learned much more about catalysts and progress so this is VERY exciting.  ***ROBIN-HOOD/ HOOD US. Have learned a lot more. As within same vertical of REVOLUT (private) they get User interface and the Products the investors of the future want.  ***URANIUM/ Nuclear: has been a good few days and I now more than ever see the path to $300/lb for Uranium. A NEW name, tiny added into the Portfolio.  ***In Healthcare: On Marijuana and GLP1’s where my conviction further expands and abounds! Stocks specifics and Market expansion. The data is ASTOUNDING… ***On Digital Assets and Bitcoin (I have detailed thoughts) but I now finally see huge progress in “Utility” blockchain and DePIn plays which encourages as I see the 50% + draw down in Bitcoin which to many torpedoes any “store of value” arguments. I get the frustration but “it’s always darkest before dawn”…. Thoughts to come. HELIUM/ HNT has been dire but really is worth watching now.  ***Venezuela and Oil. My good friend Yurta has me looking at a UK listed dirt-cheap Energy play.  Subscribe: https://www.nutstuff.co.uk/pricing-plans/subscribe