Member Info for nomlungu

Peter Thiel dumps top AI stock, stirring bubble fears

https://www.thestreet.com/investing/peter-thiel-dumps-top-ai-stock-stirring-bubble-fears

Paperwork filed after market closed on Friday... some might take it as a bad omen, but Nvidia is showing as up 1/2% after hours.

Voting closes in a few minutes... Left expected to win without a majority and then lose in a run-off vote to the moderate right wing candidate. But this is the first time that voting has become compulsory, so some uncertainty is introduced. This seems a sensible summary:

'In the most likely scenario, Jose Antonio Kast of the Republican Party wins in a polarized runoff, likely against Jara, capitalizing on public insecurity and fatigue with Boric. Kast's government would emphasize tougher security and migration measures, fiscal conservatism and pro-business policies, spurring protests but improving Chile's fiscal metrics. Mining firms would benefit from tax relief and faster permitting. Relations with the United States would strengthen, while scrutiny of Chinese investment would rise, but not harm trade. '

https://worldview.stratfor.com/article/chiles-presidential-election-potential-outcomes-and-their-implications

GEN Z PROTEST HITS MEXICO CITY

STORMS NATIONAL PALACE

STREETS OF RAGE

https://www.drudgereport.com/

Pepperoni? I prefer Chorizo... it is the time of year for soup with chorizo, red lentil and red pepper and stews with chicken, chorizo and beans [green and butter]. Ocado have a '£12 Cheese Board Meal Deal' at the moment: 3 decent cheeses and 2 chorizos for £12. Good value:

https://www.ocado.com/offers/12-cheese-board-meal-deal/7c142eda-96ea-457d-8a05-84b2b6696a9b

Last year there were around 8 trillion km travelled by air. On average a Tesla suffers a battery fire every 200m km. Extrapolated there would be 40000 battery fires in planes per year - over 100 per day.

OK - bad maths but the public would soon lose faith in flying if there were even more than a few fires per year. Even autonomous drones dropping out of the sky will be a problem...

Sure.... done with a disclaimer: 'Note: AI generated with 'rose tinted' glasses; no fact check undertaken'

Https://helix-exploration-plc-580hfxb.gamma.site/

Note: AI generated with 'rose tinted' glasses; no fact check undertaken

So I then used a few prompts on HEX's last update... a weekend treat for Troajan:

https://helix-exploration-plc-580hfxb.gamma.site/

The EST one was done without prompts; for HEX I used:

Write for: investors looking for a quick profit on an undervalued share likely to rapidly increase in value once production ramps up

Tone: Confiexperienced investor with insider knowledgedent, professional, concise

I heard about Gamma on a Patrick Boyle video and had a look... You can take any info and make a presentation. This was generated from EST's latest RNS:

https://east-star-resources-plc--tp5700r.gamma.site/

Clever... RampFactor™ 10

About AI World Clocks

Every minute, a new clock is displayed that has been generated by nine different AI models.

Each model is allowed 2000 tokens to generate its clock. Here is its prompt:

Create HTML/CSS of an analog clock showing ${time}. Include numbers (or numerals) if you wish, and have a CSS animated second hand. Make it responsive and use a white background. Return ONLY the HTML/CSS code with no markdown formatting.

https://clocks.brianmoore.com/

They are bad / very bad / even worse. And are supposed to be worth how many trillion?

In the video I linked below, the guest recommends putting some of your portfolio in collectibles... Maybe the DB9 is wiser than you thought?

And - he includes Gold as a collectible, which is something that I had not considered [makes sense as a scarce item, though].

Aswath Damodaran Says "There’s No Place to Hide in Stocks" | Prof G Markets

https://youtu.be/PI5ClUF9G6k?t=512

I cut out the waffle at the beginning;

Drudge Report headline... DON ORDERS INVESTIGATION OF BIG BEAUTIFUL BILL

https://www.reuters.com/world/us/trump-says-he-will-ask-justice-department-probe-epstein-ties-with-bill-clinton-2025-11-14/

Excellent... he can't outrun the story so he is going to take as many down with him as possible. Think about all that evidence that will become public...

Having a look at after hours RNSs... ALRT have one about their ATM facility. They have now raised £437k gross.

https://www.londonstockexchange.com/news-article/ALRT/update-on-atm-facility/17328878

Announced at 7am on the 10th of October; share price closed at 3.6p the day before. Share price today is 2.05p = a decline of 43%. The m/cap was £83.6m when they signed the ATM facility... Raising £437k has wiped out £36m.

Anyone surprised that I avoid any company that uses an 'At The Market [ATM] facility?

'Quantum Helium' - so they hit a couple of hot button issues but why have they avoided crypto? Then they could be renamed Blockchain Bubble Gas plc or MysticGas OracleChain Ltd

CLUB DEAD Reacts to SOUTH PARK Trump Vance Sex Scene

https://www.youtube.com/watch?v=78o1WngKKkI

You can see MAGA / Musk got properly upset... the guy who has been posting the videos on X has had his account closed. No surprise that Musk wants VD to go from VP to POTUS.

Was Mosman Oil & Gas

Same - everything down around 2%. The US caught a cold and now we have signs of pneumonia. Consider getting your pneumococcal vaccination if you are eligible.

Not another one: £3.5m funding package with Yorkville CALEDONIAN HOLDINGS PLC

https://www.londonstockexchange.com/news-article/CHP/ps3-5m-funding-package-with-yorkville/17327722

£4m m/cap with plans to issue up to £12m in shares. These ATM financing plans are becoming popular with Yorkville... And we know how much they care about PIs.

|This seems a better deal: 'The Portfolio has been acquired with a weighted average lease term of 12 years (with a tenant-only break option in year 10), subject to annual uncapped inflation-linked rent reviews.'