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).

Good read, thanks. I enjoyed the articles on your website as well.

Agreed. I'm bullish on both $V and $MA. I like $PYPL also.

$MU it is so oversold right now and the shorts are in charge but their time is running out and it will reverse soon. It almost got to 116 after dropping 3 at the open a reversal of 5 which show market manipulation but soon its upward momentum will not be stopped and it will return to the 120s. Sit tight and accumulate with each dip to DCA your holdings. I sense the bigger traders are scaring off the retail investors to scoop up shares dirt cheap. Don't fall for it and the ask price will start rising fast like it did earlier today but then people panicked and profit takers scared them off again. Bullish

I couldn’t agree more. Fortunes will be made and fortunes will be lost.

Great article. Very impressive company.

Good interview.