ALERT: Found a link to Democrats in power and Jensens removal
As soon as the Democrats take the house and the senate, Jensen gets removed from his company, suspicious.
He was the biggest defender of open source models and democratized AI
Marc Andreessen said the Biden administration "freaked him out so much because they wanted a small number of large AI companies that the government control"
Jensen was fully against that idea. After, He started the talks to buy Hugging Face(open model platform)
A new board member was quickly installed on the Nvidia Board which coincidentally was the speculated vote needed to kick him out.
BlackRock Tracker retweeted
My bet: the Tesla–SpaceX merger is a control play for Musk where he arrives at 56% voting control
Musk has super voting rights at SpaceX, 10 votes per share controlling 85% of the vote.
Keep SpaceX’s 10-vote shares, issue ordinary shares to Tesla holders.
Barclays estimates Musk would have
~37% ownership
~56% voting power of the combined entity
Follow the power
Musk has been forcibly kicked out of 2 companies before. Zip2 and PayPal
He has said about Tesla
“If I build this enormous robot army, can I just be ousted in the future?”
This merger is his way of controlling the entire thing
Smart move Musk
BlackRock seems to be funding China using your money
You probably didn't know, but the US banned a list of Chinese weapons makers in 2020 to cut off their funding. And as of this year, $8.8 billion still managed to make it’s way to China thanks to BlackRock and others
Here’s BlackRock’s strategy:
• The ban only covers the exact company name on the list. In this case it’s SenseTime, a Chinese surveillance company. And if the banned company has a publicly traded parent or a joint venture under a different name, and that one was never banned, investors just buy that
• 5 firms are responsible for 61% of the $8.8B funneled to China: BlackRock, HSBC, Invesco, Vanguard, Intesa Sanpaolo
• BlackRock mostly runs index funds and if a co-company of a banned company sits in the index, BlackRock holds it automatically and keeps collecting its management fee either way, whether the stock is doing something shady or not
If BlackRock manages your 401k or index fund, some of that money helped keep cash flowing into companies building China’s military... Legally
BlackRock Tracker retweeted
The biggest scandal is being hidden from you
13 states sued BlackRock, Vanguard and State Street
Allegation:
• Working together to buy competing energy companies
• Using shareholder power to increase energy prices under the excuse of "Climate Change"
Here's how they did it:
BlackRock, Vanguard and State Street tried to get the lawsuit thrown out
Judge refused and now the claim is in federal court, backed by states, and supported by the DOJ and FTC
So far:
Vanguard settled for $29.5M and accepted limits on shareholder power
and...
Here's why the short interest matters:
• 571.45M shares outstanding
• Market cap: $4,051,580,500
• 230,510,000 shares sold short, over 40% of the float
• ~$1,634,315,900 in short exposure at current prices
That much short exposure sitting on a stock with a growing defense contract
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BlackRock Tracker retweeted
Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades
Including buying up to $12M of Bloom Energy $BE
Major Buys Include:
• Bought 15,000 shares of Bloom Energy $BE
• Bought 10,000 shares of Intel $INTC
She bought new call options:
• Bought up to $5M of $BE leaps
• Bought up to $500K of $INTC leaps
My speculative bull-case math:
There are ~97.9M shares outstanding.
If the analog resurgence continues and improving film volumes/pricing help Kodak sustain the recent EBITDA inflection, I think the market can plausibly rerate the equity to roughly $1.55–$1.60B.
That implies:
$15.80–$16.35/share
vs. ~$9.87 today.
~60%+ upside.
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The risk is obvious.
Kodak is NOT a pure-play film-camera company. Print remains its largest segment, silver/aluminum input costs matter, and nostalgia trends can reverse quickly.
But that’s also why the opportunity is interesting:
Wall Street can look at Kodak and see an old industrial company.
Consumers increasingly see Kodak as the brand behind one of the biggest analog revivals in decades.
$KODK PT: $16 - 62% upside
Speculative bull case, not investment advice.
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