@kevinhollinrake @PalantirTech At what stage do these guys show some decency and just resign?
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Ollie Hext
365 posts
BREAKING: Mandy Scandal takes a new turn - for the worse.
UK-US Ambassador (Mandelson) whilst in office arranges for Starmer to personally visit @PalantirTech - no minutes of meeting taken - and later negotiates an AI deal between US tech companies and UK Govt.
His own lobbying firm, Global Counsel (GC) apparently simultaneously represents AI companies @OpenAI and @PalantirTech but doesn’t declare that in official due diligence.
As a significant shareholder of GC, he stands to benefit personally.
Government yesterday avoids asking straightforward questions about Mandelson’s involvement and who benefitted.
This looks like deceit and corruption.
Starmer, his Govt and Mandelson must explain what they knew, what advice they were given when and what actions they took.
Monsieur Cholet@stugoo17
#Mandelson #EpsteinFiles #EpsteinBFF #AI #TechSolutions #Palantir #Starmer LORD MANDELSON'S MAGNIFICENT TECHNOLOGY DEAL Or: How To Negotiate A Bilateral Agreement With Big Tech While Your Lobbying Firm Represents… Big Tech Documents released yesterday reveal that Lord Mandelson described the UK-US Technology Partnership as his "personal pride and joy" in a farewell email to Washington Embassy staff on 11 September 2025. One week later, Downing Street published the Memorandum of Understanding for a "Technology Prosperity Deal" committing both nations to "collaborate closely in the build-out of powerful AI infrastructure." How nice for everyone. Especially nice, perhaps, for OpenAI and Palantir — both clients of Global Counsel, the lobbying firm Lord Mandelson founded and in which, according to the FT, he continued to hold a stake as recently as February 2026. But here's the curious part. When Government officials carried out due diligence checks ahead of Mandelson's appointment in December 2024, the resulting checklist named Global Counsel clients including TikTok, Shell, JP Morgan, and Shein. Palantir? Not mentioned. OpenAI? Not mentioned. This despite both appearing on Global Counsel's own lobbying register entry for July–September 2024 — the quarter immediately before the checks were carried out. So to recap: 📌 Ambassador personally negotiates a tech deal with the US 📌 Deal explicitly promotes AI infrastructure and exports 📌 Ambassador's lobbying firm represents AI companies 📌 Ambassador retains a financial stake in said firm 📌 Due diligence somehow fails to mention the AI clients Nothing to see here. Move along....... Except when Mandelson became US Ambassador, Officials told him his stake in Global Counsel "would have to cease." Mandelson failed to comply. On 27 February 2025, Mandelson arranged a secret meeting between PM Keir Starmer and Palantir CEO Alex Karp in Washington DC — while still holding a ~21% stake in the lobbying firm representing Palantir. No minutes. No transcript. No official record. The Government must urgently explain what role Mandelson played in this deal and how these conflicts were managed. Otherwise we're left with the distinct impression that the revolving door between Whitehall and the lobbying industry doesn't so much revolve as stand permanently open — with a welcome mat on both sides. @kevinhollinrake @marksweney @andyverity @DanNeidle @rbrooks45 @PrivateEyeNews @Karlfl @LukePollard @HouseofCommons @UKHouseofLords @premnsikka @TimBushLondon
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Gold Miners: Record Low Valuations--Primed to Soar
Over the last two years we’ve been pounding the table on gold miners along of course with physical gold and silver (since 2003). I believe it’s important that everyone understands just how early we are in this “bull market of bull markets”. We have the data to back it up.
First, the macro. The entire gold miner universe has a market cap of only $1 trillion, which is so small it’s hard to put into perspective..but I’ll try. Walmarts market cap is $1.1 trillion, meaning every gold miner on the planet combined is smaller than Walmart. No, this is not normal. In fact, gold miners represent just 1% of all global listed equities. ONE PERCENT. In decades past, the gold miners historically made up more than 10% of all global equities.
In addition, gold accounts for only 1–2% of all global portfolio assets (Morningstar/VanEck). Even in light of this melt-up move higher for gold and silver, investors continue to have little to no interest in this group. At this point, gold will likely have to surpass $10,000 before investors even consider putting 5% of their assets in precious metals/miners.
CAPEX in the sector is also at extreme lows never before seen relative to gold prices, another massive contrarian buy signal. Even the parents of these co’s have yet to start spending serious money to grow their reserves. Remarkably, senior gold miners are trading at less than their own book values (NAV of just .75). Junior miners are even cheaper, trading at just .51 price to NAV.
VRA Bottom Line: Multiple industry metrics indicate that gold miners are trading at discounts we’ve never before seen, making them historically cheap despite gold’s strength and the moves seen to date. This is an “historic dislocation” with gold miners priced as if gold were still at $2000-$2,500/oz (instead of today’s $5000/oz). Because the leverage is always in the miners, we expect this group could 10 x from here over the next 3-4 years. If gold hits our price target of $15,000/oz (silver $300/oz) we’re looking at 20 x returns. Gold miners must be owned here.
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@TheTranscript_ @grok list 10 capital intensive businesses like construction services, aggregates, transports and defence contractors Dan Loeb refers to in this article
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Dan Loeb: "A simple query into Claude’s chatbot: 'Which companies is Anthropic capable of dislocating or disrupting?' yields some fascinating results and was in our view a fruitful source of hedges for our firm."
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@ekwufinance @grok provide a list of stocks / ETFs which will benefit from these themes?
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The fight between China and the US for control of resources will ignite a commodity bull market.
- China’s Belt and Road Initiative investment surged ~75% in 2025 vs. 2024
- Spending was dominated by energy, metals&mining
We’re now seeing an important dynamic play out.
As the US tries to regain independence from China’s dominance in critical minerals, by investing in mining and processing capacity, China is almost doubling its 2024 pace.
Make no mistake: these are resource wars.
For both empires, securing supply chains and resources is a matter of national security. Access and control matter more than profits.
In this environment, you want to own resources.
He who controls downstream industries ultimately rules upstream industries.
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My next Deep Dive is on a founder-led small-cap company literally no one here is talking about.
- >50% YoY revenue growth
- >20% of market cap in cash, 0 debt
- Clear operating leverage
- >125% NRR
- Large TAM
🧐
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@StockSavvyShay Why doesn’t @BernieSanders stop being so miserable and embrace the new technology that might lift so many people out of poverty…
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Bernie Sanders calling for a moratorium on AI data centers is effectively calling for the U.S. to slow itself down while China keeps building.
That’s not “giving democracy time to catch up.” It’s handing China exactly what he wants.
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Great opportunities to make lots of money now propping up all over the place in tech.
Remember that stock prices track FCF/share over the long term. Fear doesn’t last, but fundamentals do.
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Entertainment is once again guaranteed with $HIMS this week
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I only hold $AMD $TSLA $HIMS $SPOT and $PLTR because I believe they have very strong fundamentals.
My long term view of these stocks is unchanged. I think these are all trillion $ companies in the making.
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NEW: English football to introduce semi-automated offsides at last - in FA Cup fifth round initially and “later this season” in the Premier League.
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Ollie Hext retweetledi
Ollie Hext retweetledi
Remember #Fartcoin? I shared it at $20M ⭢ $1.38B [70x early profit]
Found the next 100x AI hold by Binance & Coinbase insiders 🧠
AI with an app, open-source code on GitHub, and technical docs on GitBook
Currently trading at just $2.6M MC
Sharing the ticker with those who like, retweet, and reply "AI" below! 👇
(must be following, so I can DM)
DANNY@Danny_Crypton
▫️ #fartcoin - @FartCoinOfSOL another memecoin conceived by @truth_terminal ➤ mc: $22m ➤ ca: 9BB6NFEcjBCtnNLFko2FqVQBq8HHM13kCyYcdQbgpump
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Ollie Hext retweetledi
Challenge for New Players: $5 → $15,000 on DAY 1
I made 32x on $TRUMP, while members of my private group secured massive 50-55x gains at the ATH.
I spotted it at a $253k market cap—long before it hit the spotlight.
How to join the next big opportunity:
Like and repost this post.
Drop a comment to filter out bots and ensure only active followers are chosen.
Don’t miss out!
Discover@0x_Discover
Challenge for new players: $5 → $15,000 starts now! Last time, we made $275,623 in just 5 days. This time, I’m only accepting participants who have never been part of the private group before. ⚡ How to join: • Like and repost this post. • Drop a comment to help filter out bots and ensure only active followers are selected.
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