Great article.

I like this. The technology is interesting and the problem they’re tackling is real. There's no question the upside here is significant and the TAM is, as the author stated, huge. But there are a some red flags IMHO: • Revenue today is almost negligible, and the company still has to prove commercial economics. • Scaling from lab/pilot to full commercial operation often brings surprises (feedstock logistics, scale losses, capital costs). It's definitely a speculative idea with significant upside. So it's worth a position, but don't bet the house on it in case things don't pan out.

What are SEBI regulations?

Ambitious plan by #India that will need a lot of #silver.

This is outdated regarding EARN. Since April 1, 2025 EARN completed a structural conversion from a REIT to a non-diversified, closed-end management investment company (regulated investment company, or RIC) with a primary focus on collateralized loan obligations (CLOs). There is risk in this play and I personally bought some cheap 4/20/2026 long puts at the $5 strike to hedge.

Good read, thanks.

Great read—nice to see someone digging into smaller-cap E&Ps instead of just the majors. I agree that the DJ Basin could be a hidden gem, but ESG and regulatory headwinds seem like the wild card here.

Some good info here, and is a strong vote of confidence for V2G tech — a $400M contract like this shows the market is waking up. If Nuvve delivers even a fraction of what's promised, it could be a game changer for grid resiliency and sustainable EV infrastructure. Kudos to them for securing something this substantial; now it’s execution time!

Nice article. $AMZA looks good.

YoY smoke, QoQ fire. Yes, total revenue +76% YoY and Robotaxi +158% YoY. But the paid Robotaxi line fell sequentially: -13% QoQ. That’s the line investors are paying a premium for. Scaling Gen-7” ≠ monetization. Production numbers, without deployment that's just inventory. Also these numbers are not Q2 numbers but * till Aug 11 numbers. Why dit management not disclose rides, utilization, or net fare to explain why paid Robotaxi declined despite more cars? It's China footprint is still narrow. "All 4 tier-1 cities” sounds nice, but it masks the geo-fenced and time-limit slivers. That doesn’t seem justify a broad-based revenue ramp just yet. Overseas “expansion” won’t fund 2025. Dubai (MoU was signed on July 6) has a plan to begin supervised pilots trials later in 2025 (commercial roll out possibly somewhere in 2026?). The other 2 (Luxembourg, Seoul) are rehashed "Q2" pilot announcements (already announced in $PONY Q1 earnings call).