ImmunityBio is founded by Dr Patrick Soon-Shiong, who grew up as an ethnically Chinese person under apartheid South Africa- a real 'outsider' mentality Founder., whose success cannot be attributed to luck of birth. The company is at an inflection point: 1) Using AI to advance new therapies for cancer treatments (enormous total addressable market), whilst also drastically reducing costs. And removing/reducing surgical procedures. 2) Shares were out of favour due to lofty IPO expectations and lobby efforts to protect the enormous profits others are making from the USA healthcare sy

$Soluna Holdings, Inc.(SLNHP)$ Soluna Holdings preferred shares are a unique investment case, a hybrid of special situation and capital structure arbitrage. The management keep issuing common shares, which makes $Soluna Holdings, Inc.(SLNH)$ risky, but insiders are heavily invested in the preferred share, where the vaue from common share issuance accrues. The company builds and operates renewable powered data centers in the USA, used for crypto mining and AI compute power provi

Also $Soluna Holdings, Inc.(SLNH)$  $Soluna Holdings, Inc.(SLNHP)$   To follow on from my article on Soluna Holdings, the following points are relevant: 1. The company is controlled by a private equity firm, which makes a change of control almost inevitable in the end - this underpins the special situation nature of Soluna preferreds, who are entitled to receive $25 + accrueed interest (>$5 currently). 2. Further more, whilst the preferred dividend is not being paid currently, it is still accuring at $1.75/year, so one is earning >15% whilst we wait. 3. Insiders received 2m preferred shares in summer 2024 as part of incentive plans - this was after the dividend had been halted.

$GLD 20280121 725.0 CALL$ stay long calls on gold as an overlay to your stock positions.

$SK Telecom(SKM)$ Sleepy Telco to AI Champion- back door Anthropic exposure for free !  Hidden value from a highly successful 2023 investment in Anthropic is turning SK Telecom from a boring no growth telco, to an exciting AI play, see below for how this is available for free at the current valuation. All numbers used here are in USD for easy comparison with the USD traded ADR, but the underlying figures are in KRW. SK Telecom is a mature, sleepy telco- analysts expect ~US3.4bn

$CRML 20260515 45.0 CALL$ I am long as part of a basket on Greenland natural resource names winning from the current situation- see my idea post for more details.

$BUSYMING(01768)$ I have subscribed for this one!

$CRITICAL METALS CORPORATION(CRML)$ Critical Metals Corp has a large rare earths minerals project in Greenland, this is exactly the thpe of mineral that the USA military industrial complex is looking to find new supplies from in  friendly ally jurisdictions (e.g. not China or Russia etc). Likewise, it has a project in Saudi Arabia, which is trying to put itself on the map and diversify beyond oil, so both projects have good catalysts to get funded. If USA acquires Greenland or just obtaints first refusal over t's resources, companies like this should see their probability of getting funded jump enormously and/or perhaps the company acquired. Also, Critical Metals Corp was out of favor due to a short seller report - whilst this is a risk fin

$IBRX 20270115 15.0 CALL$ See my article for more info on the investment case for ImmunituBio