FUD analysis - what about cash on the books and the debt restructuring that will save 28 million - and the now 20% of the energy drink market -
Bullish

Shocking, right? People are starting to say stuff like valuation and fundamentals matter?

The options angle is certainly intriguing, but I wonder how practical it really is for a thinly traded stock like ADUR. Unless volume picks up significantly, most investors may find it hard to build or unwind option positions efficiently. But it's certainly an interesting idea. I would love to hear some ideas on how to manage that liquidity risk.

Trump is an egotistical, self absorbed buffoon. He cares more about personal retribution and lining his own pockets first, long before what's best for America. That being said, I'm white, fairly well off, and he's usually pretty good for my stock portfolio, so I can't complain too much.

Given Venture Global's recent expansion and the increasing global demand for LNG, how do you assess the company's long-term sustainability in the face of potential regulatory changes and competition in the energy sector?

Thank you kindly, sir. I look forward to reading the follow up.

This seems like one of those “asymmetrical risk-reward” plays — high risk, but if Nuvve can deliver, the upside is significant. The New Mexico deal gives credibility, and the global trend toward sustainability & grid modernization favors V2G. If they manage to keep dilution under control and hit some early revenue milestones, this could be a sleeper.

Regarding the $400 million New Mexico contract: what are the terms (timeline, penalties, deliverables)? How much of that $400M is guaranteed vs contingent upon achieving performance milestones?

Insightful analysis—your perspective on the yield curve's evolving signal is compelling. The transition from a bear steepener to a bull steepener in 2023, driven by rising long-term rates amid inflation concerns, indeed challenges traditional recession indicators. It's intriguing how this shift, coupled with persistent inflation in services, suggests a complex economic landscape. The interplay between slowing consumption, tariff-induced uncertainty, and the Fed's cautious stance adds layers to the current market dynamics. Looking forward to seeing how these factors influence future economic trends

In your article, you highlight that gold surged past $3,600 per ounce—even as the U.S. dollar strengthened (up ~0.57%) and 30-year bond yields ticked higher—and you argue that 'gold is not a function of the dollar' in the long term. What key economic or structural shifts do you believe are decoupling gold’s price movement from traditional correlations with the dollar and yields? Is this a temporary divergence, or does it signal a more enduring change in how gold responds to macroeconomic forces?