I’ve recently started paying much more attention to AI filmmaking and creative video. Came across this profile and thought it deserved a share. Beautiful stuff: instagram.com/skazfilms #YouManiacSeriesEP5 #AskFFT #OlandriaxMedicube

Bill Gates controls roughly 242,000 acres of U.S. farmland, making him the largest private farmland owner in the country Now connect that with natural hydrogen Gates-founded Breakthrough Energy has already backed natural hydrogen companies, while $EONE just signed an LOI with Mantle8 to pursue hydrogen opportunities across British Columbia and Alberta. That does NOT mean Gates is buying land for EONE or secretly backing the company. But the macro connection is interesting: huge land exposure, major clean-energy capital moving into geologic hydrogen, and EONE positioning itself directly inside that emerging industry. Sometimes the bigger story is where capital, geology and technology start meeting.

1.67% COPPER. 42 HECTARES. 4.1M RECORDS NRED has been stacking major catalysts at Wilmac. Surface trench samples returned up to 1.67% Cu, while stronger untested IP targets sit just 100–300m away. At Lamont Ridge, NRED defined a 42-hectare chargeability target open to the north. Then came Eagle: historical holes stopped 107–231m above the strongest modeled chargeability peaks at roughly 300–450m depth, making it a priority deep copper-gold target. And NRED is not just a copper story. MetalCore has surpassed 4.1 million records, with early-access demand nearing 1,000 registrations. Wilmac + copper + AI exploration. This story keeps getting bigger.

$NVDA $AMD $MU $SMCI $SKHY That's a lot of green on the board.

BIGGEST NEWS I SAW THIS MORNING! Nebius to Raise On-Demand NVidia GPU Prices Starting Oct. 1 $NBIS $NVDA

NEWS: Cboe Global Markets to Present at the Barclays Global Financial Services Conference on September 16 Read the full press release: bit.ly/4isGZW1

100% on 2 $TSLA credit spreads Been trading $TSLA for years and there’s always a 6-7% run-up the day before an event Just to see a sell off the next Buy the rumor, sell the news HAGW #OptionsSelling

EONE IS STILL TINY - BUT THE STORY IS GETTING BIGGER At roughly a C$4.1M basic market cap, Element One is building exposure to some of the strongest resource themes in North America. ~50,000 t/y planned magnesium demo scale Potential expansion toward 100,000 t/y US$1.67M Columbia University research program Pathway to earn up to 96% of Stone to H2 Revora pilot work moving toward measurable recovery, purity and energy data And the timing matters. The U.S. is putting hundreds of millions into domestic critical-mineral processing, Canada is accelerating strategic-resource projects, and Western governments are becoming more focused on secure local supply chains. That puts EONE directly in the middle of three major themes: Magnesium Critical minerals Natural hydrogen For me, the next big step is simple: turn the research and partnerships into pilot data, government funding and real engineering numbers. If that happens, a ~C$4M valuation could start to look very different $NVDA $TSLA $AAPL

Legal AI startup Harvey just raised $550 Million at a valuation of $15.6 Billion If you are interested at all in private market companies raising money and (eventually) going public you should be following @IPONewsroom_ This is a new account we've been working on which just does 1 thing Keep you updated on everything going on in the private markets world

A roadmap with capital, acquisitions and a Nasdaq goal gives investors more to watch with $GEAT. #momsonn #jonita $SHOP

NRED JUST GOT PULLED INTO A MUCH BIGGER STORY A new WSJ report examines Corey Lewandowski, Kristi Noem and outside business activity around DHS. One detail stands out: Noem is also working as a paid consultant to a Canadian mining company. That company is $NRED Intelligent Mining, where she was previously announced as a Strategic Advisor. Beyond the headline, NRED is advancing the Wilmac Copper-Gold Project in British Columbia, with 16,000+ hectares, selective surface samples up to 1.67% Cu, a modeled 42-hectare chargeability target and its MetalCore AI exploration platform The article is political, but the attention on NRED is very real wsj.com/politics/policy/core…

The $EONE setup is different from a typical hydrogen name. This remains speculative, but the narrative has real differentiation. One interesting part of the thesis is the possibility of producing hydrogen and magnesium from the same process. #EONE $RKLB $HOOD

+14.29% AND THE STORY IS STILL EARLY. $EONE is getting more trader attention as the natural hydrogen theme starts to move back into focus. The company is working around Stone-to-H2, an in-situ concept aimed at generating hydrogen from reactive rock formations rather than relying only on traditional electrolyzers. What makes it different is the potential dual-output angle: hydrogen plus magnesium-related value from the same broader process. Still speculative, but if technical validation and pilot work continue to advance, $EONE could stay firmly on small-cap momentum screens

$ARBE $NVDA Dr. FOMO Probability 101: “I found two candidates, therefore Arbe has 50/50 odds.” That isn’t probability. You just listed two names. Tomorrow can either rain or not rain. Is that automatically 50/50 too? NVDA can finish up or down. 50/50? You haven’t even proven the candidate set is limited to two, yet you’re already assigning equal probabilities. Two possibilities ≠ equal probabilities. Global Leader in FOMO no longer needs DD: List two options, divide by two, call it probability.

SUNDAY MODE: MARKET CLOSED, BUT MY NRED ORDER IS ALREADY READY I’m using the weekend to plan my next move in NRED. I’m already holding, and if I get the entry I want, I’m adding more before the new week starts Why? Wilmac gives NRED 16,078 hectares / ~39,729 acres in B.C.’s Quesnel belt, historical copper has reached 1.67% Cu, and the company has already built a much deeper target map with 23 potassium anomalies, 18 structural corridors, 926 soil samples and three priority targets Add the ~42-hectare chargeability target around 300m depth and a potential 350–400m drill concept, and for me the biggest catalyst is still ahead. Weekend is for planning. Monday is for execution. I’d rather have my order waiting before the next move begins $BHP $TECK $TSLA

New house prices are down 15% in the last four years. And for the first time ever, new builds are cheaper than existing houses. With the average new house selling at a $40,000 discount to existing in July 2026. Existing Sale Price: $434,000 New Build Price: $394,000 That's a 9.3% discount on new builds. But normally, it's the other way around. Typically, new houses sell for $40,000 more than existing houses. Because they are bigger (2,200 SF for new builds, 1,800 SF for existing) and newer (with less initial maintenance). Thereby comanding a higher price. But no longer. How long can this dislocation persist for? To see for your area, search ZIP value on reventure.app

SATURDAY MODE: MARKET CLOSED, BUT MY NRED PLAN IS ALREADY SET I’m using the weekend to line up my next NRED order. I’m already holding, and if I get the price I want, I’m looking to add. Why? Wilmac gives NRED 16,078 hectares / ~39,729 acres in B.C.’s Quesnel belt, historical copper has reached 1.67% Cu, and the company has built the story around 23 potassium anomalies, 18 structural corridors, 926 soil samples and three priority targets. Add the ~42-ha chargeability target around 300m depth, and I still think the most important catalyst - drilling - is ahead. Saturday is for planning. Monday is for execution. I’d rather have my order ready before the next move starts $FCX $TECK $SCCO

⚠️The decline in China's Treasury holdings is UNPRECEDENTED: China's share of total US Treasuries outstanding is down to just 2%, its lowest level since 2001. This marks a -12 percentage point decline from its 2011 peak, when China's official Treasury holdings reached $1.3 trillion. Since then, China has cut its holdings by more than HALF, to $633.4 billion, the lowest level since 2008, during the Great Financial Crisis. China has now trimmed its holdings by -$183 billion since the start of 2024, according to the latest Treasury International Capital (TIC) data, which tracks foreign holdings and flows of US securities. China is reducing its exposure to US government debt, adding another structural headwind for Treasury demand. The de-dollarization trend is set to continue.

ONE THING I LIKE ABOUT EONE: THE SCIENCE HAS A COMMERCIAL TARGET The Columbia University program isn’t just basic research Approximately US$1.67M is being directed toward geologic hydrogen, critical-mineral recovery, carbon mineralization and techno-economic work The end goal is clear: figure out what can actually scale For an early-stage micro-cap, that’s the right direction $NVDA $TSLA $AAPL

Robinhood $HOOD had its best day in over a year, rising 15% after a Morgan Stanley upgrade and renewed attention around Robinhood Chain. Part of the move may have come after Ansem, one of crypto’s most influential voices, posted his Robinhood thesis to 1.3M followers, highlighting the company’s growing onchain opportunity. Since launching July 1, Robinhood Chain has generated $34.6B in cumulative $DEX volume, 576M transactions, and 12.3M addresses, with daily DEX volume recently hitting a record $1.5B and users paying $3.75M in fees on September 1. More than 190 tokenized stocks are now live, producing over $3B in cumulative DEX volume, while RWA daily volume reached a record $390M, including $217M from memecoin/tokenized-stock pairs. Robinhood’s onchain ecosystem has also grown to more than $750M in TVL while generating billions in perpetual-futures volume.