👉 Hit play. Think smarter. Laugh harder. Maybe even profit.
This update reads like a financial action thriller: a 14-person green startup might change the fertiliser world, Bitcoin’s price predictions get bold, old-school oil might be bottoming, and AI hype is getting an unexpected challenger. Throw in geopolitics, a Weibo sleeper pick, and the idea that Bitcoin is more than hype — it’s survival. If you're paying attention, these aren't random signals. They're pressure points shaping the next big market shifts.
We’ve got an early-stage bet on ATOME, making clean fertiliser with major backing and massive upside. Bitcoin? Still the king — not because of tech hype, but because the financial system looks broken. Oil and UK energy: ugly today, maybe brilliant tomorrow. China’s Weibo is cheap and ignored, while AI’s future may not be with Big Tech. Tensions rise globally, but some investors might quietly win big. And if you're still doubting digital assets — maybe it's time to stop.
🌱 This Tiny Fertiliser Firm Could Be a Giant in Disguise
Name to Know: ATOME (Ticker: ATOM LN)
Meet ATOME — a 14-person company with a mission: make clean fertiliser using renewable energy. No nasty pollutants. No outdated tech. Just green innovation.
Why it matters: The big fertiliser companies? Still stuck in the 1980s. Meanwhile, ATOME just signed a $465 million deal to build a cutting-edge clean energy plant.
📉 Current Market Value: ~$29 million
🚀 Potential: $500 million+
✅ Backed by one of the world’s largest hydrogen investors (HY24)
💡 Even insiders are buying shares above market price
It’s like finding Nespresso before George Clooney. Higher price, way less damage. Think “future of farming,” with cleaner soil and stronger upside.
₿ Bitcoin: This Isn’t a Crypto Story. It’s a Survival Story.
Our two high-conviction Bitcoin plays right now?
ALTBG FP
METAPLANET (3350 JT) – which just pulled off a historic raise on the Japanese stock exchange.
Where we think it’s heading:
→ $120K in June
→ $140K–$150K in July
Why? Because everything else is broken:
Rent’s £5K, a sandwich is £19
Inflation’s out of control
Central banks are printing like mad
Bitcoin is still the most honest financial system out there. If it wins? It’s going to $20 million. If it fails? Zero. But we like the odds.
⚠️ Israel-Iran: What Just Happened (And What’s Next)
Israel launched a major military operation inside Iran — targeting nuclear and missile sites. No oil fields were touched (yet). But this wasn’t a random strike. It was surgical, coordinated… and deadly.
👀 What to watch:
Russia and China may respond
Iran will strike back — question is how hard
The risk of full-blown war? Rising
What it means for markets:
🔼 Oil is up 12.5%
🟡 Gold is flirting with $3,500
₿ Bitcoin might dip — but we’d treat that as a buy opportunity
📉 Bonds? Watch out. If governments start printing again, they’re toast
Surprising upside: If this ends Iran’s nuclear ambitions and weakens its regime, the world might actually come out more stable.
🛢️ OIL & ENERGY: Early Signs of a Rebound
An obscure oil ETF just shut down — and that’s good. These things usually fold right before the sector turns up.
Stocks to watch:
NE, VAL, RIG — might be bottoming
UK names we own (KISTOS, SERICA, JERSEY OIL) are already gaining
Meanwhile, the UK is still importing gas at stupid prices when we could’ve used our own shale. £236 billion lost. Ridiculous.
🧠 AI & DATA CENTRES: A Storm Is Brewing
Yes, AI is hot. But there’s a new tech wave building under the surface — blockchain-based edge computing.
This could offer data storage and processing at 1/6th the cost of traditional cloud providers like AWS. Fast, cheap, and decentralised.
If this scales? It could completely disrupt the Data Centre model.
🇨🇳 CHINA TECH: A Stealth Bargain in Plain Sight
Weibo (WB) — China’s Twitter — is looking dirt cheap.
Trades at just 7x earnings
Pays an 8%+ dividend
Over 500 million users
Nobody’s paying attention. But if China’s economy rebounds, Weibo could be a sleeper hit.
📉 Digital Assets: The System Is the Risk
A few spicy truths:
“Bitcoin is evil” = we’ve moved from denial to anger (next up? acceptance)
Stablecoins aren’t dangerous — they’re a fix. Billions are locked out of finance.
Intrinsic value is a myth. Everything’s about belief. Bitcoin’s network is its value.
🧠 Nutstuff Thinker: “LOTFW”
Luck = Velocity × Volume × Variance × Surface Area
Translation? Try more things. In more places. With more variation. That’s how opportunity finds you.
No Nonsense, Just Common Sense, Stock Ideas & Conclusions
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