ProcrastinatingPrognosticator

My Two Cents: The Case for $ABVE Oil wealth has delivered trillion dollar sovereign wealth funds across the middle east. This wealth is held in US bonds, stocks, real estate, gold and other asset classes. These asset classes tend to appreciate in value albeit at a gradual growth rate. Allocating these wealth funds to riskier asset classes like growth stocks carries its own pitfalls. Moreover, traditionally secure asset classes like US treasury bonds are losing their value proposition as a safe haven. In this backdrop, after the enactment of the GENIUS act, Stablecoins have emerged as an attractive alternate asset class. If deployed judiciously, growing use of stablecoins can generate transaction based revenue, without risking the underlying assets committed as a reserve for establishing said stablecoins. The merger between Above Foods Ingredients (Stock Symbol: ABVE) and Dubai based Palm Global Tech (PGT), intends to achieve this outcome Why select ABVE for the reverse merger? ABVE is a perfect candidate for a reverse merger for the following reasons: 1. It is listed on NASDAQ a. Which removes the need for an IPO to access US and Global financial markets 2. Its low stock price means it can be ‘acquired’ for a very low cost a. A similar reverse merger with a company with a larger market cap would complicate both the approval process and post merger valuation 3. The merger can be implemented with few regulatory hurdles 4. Palm Global has had past dealings with ABVE and is acquainted with the company and its management team How will the post merger company generate revenue? Thus far the only clear source of future revenue is the issuance of new stablecoin(s) and other digital instruments such as tokenization of assets. Palm Global has secured (as per their claims) agreements with 15 African nations to use the new stable coins within the region’s economy. Additionally, UAE has eased regulations for permanent residency so as to attract Indian nationals which should translate into use the new stablecoin as an instrument to channel remittances from the middle east to India. Will the merger go through? The merger is being backed by the top political leadership in both Abu Dabi and Dubai. A key member of the UAE Royal family will occupy one of the board seats in the post merger entity. More importantly, Aqua 1 Foundation has made a substantial $20 Million investment in ABVE. Aqua 1 Financial is the largest investor in World Liberty Financials - President Trump backed crypto outfit. Which in turn indicates a smooth regulatory passage for the deal vis-à-vis US regulators. What is the rational behind ABVE as an investment? ABVE is a small company with a $150 million market cap. The merger envisions $105 BILLION in assets to be transferred to ABVE’s balance sheet. Palm Global Tech has a preexisting joint venture called Palm Promax Investment (PPI) with Promax United of Abu Dhabi. PPI holds 30% stake in $350 Billion US Based Gold and other assets. That stake translates to $105 Billion. If the value is confirmed by auditors and regulators, the new stock price could be valued around $100 per share ($ 105 Billion / 1.150 Billion shares). Most companies in the crypto space issuing US Treasury bond backed Stable coins, have attracted a market valuation greater than the value of the underlying asset. In this light it is possible that a $100 per share post-merger estimate may be reasonable valuation. What could trip this thesis? 1. The merger falls through - ABVE has had its own financial troubles in the past couple of years. - The financial statements for the last year and last few quarters have not been filed - NOTE: ABVE hired CBIZ CPA in late July 2025 to perform an audit in preparation for the reverse merger - CBIZ CPA is a highly respected global audit firm which should serve to assuage any doubts around both the intent of ABVE and its relative confidence is getting a clean bill of financial health - The investment received from Aqua 1 Foundation may be intended to plug any holes in ABVE’s financials 2. The market is getting saturated with a flood of new crypto based companies going public. Investors have a range of investment options. ABVE may be late to the party 3. The bottom 20% of the US may be in a recession which could spread to the larger economy in 2026 just as ABVE hits its stride 4. All the UAE/Abu Dhabi based entities in this transaction – Palm, Promax, Aqua 1 tend to be opaque. This may be in the nature of such organizations but it could prevent US based investors from aggressively embracing the stock Hope this helps. Please do your own Due Diligence

@iam_preethi Seems like my prefrontal cortex never developed.

When you first experience your toddler melting down because you gave them the green bowl instead of the blue one, or you put the ketchup in the wrong spot on the plate, or you zipped up their jacket when they wanted to do it themselves, it seems completely ridiculous. I know it did for me. But once I understood why it happens, it became a lot easier to stay calm and even laugh it off. Their prefrontal cortex is still years away from being developed. This means emotional regulation and impulse control is not there. When something does not match the expectation they had in their head, they literally do not have the circuitry to emotionally adjust. The emotion floods in and they have almost no ability to regulate it. They are not being manipulative or dramatic. They literally cannot do what you are asking them to do when you say "calm down" This is why staying calm as the parent matters so much. You are their external regulator until their internal one comes online. When you stay calm, your nervous system actually helps regulate theirs.

@girdley @barrettjoneill what businesses would they start if AI tools do all the work and consumers wont have jobs to pay for products?

PREDICTION: We are entering a Golden Age of entrepreneurship in the USA. If even 5% of these people start businesses, that would be huge. (h/t @barrettjoneill for inspiration.)

@TheStingisBack One of Tom's best movies. The chemistry between Shue and him is perfect. Needless to say Elisabeth owns this movie.

Cocktail (1988) won a Razzie for Worst Film of the Year, and I demand a recount. It shaped bar culture. It looks gorgeous, you get Elisabeth Shue AND Gina Gershon, an ultra-charismatic Bryan Brown, and Tom Cruise doing Tom Cruise-type things. That bad? Or do we love it a little?

James Tolkan has died at 94. "Son, your ego's writing checks your body can't cash." - Top Gun (1986) This scene is a masterclass in movie shorthand. In seconds you get Maverick’s attitude, his history, how he flies, and the entire setup. And Tolkan absolutely nails it.

@SoloTv84 @ReclaimD1 I have always said this. There's hot, and then there's Miami HOT! Most people who havent lived the Miami life can't even begin to understand.

The shade at Latina's got me smirking if you have been to Miami, you know, Miami has the coldest Latina's in America, white girls, and other women are 2nd tier (and Miami has some gorgeous white/black women etc) That pretty white girl b.s. does not work in Miami cause the hottest white girl there is not touching the hottest latina that's how bad they are in Miami

Modern woman claims that dating in Miami is way different from dating in New York because the men in Miami don’t spend a lot of money on first dates, why are women so entitled to men’s money nowadays⁉️👑

@brianburrows780 Where are you getting the 'bigger' float from? Did they issue new stock?

$ABVE bigger float but the merger could get it moving. Estimated Float: Approximately 48.45M shares. ​Upcoming Merger: Palm Global ​ABVE is currently in the process of a "transformative" merger with Palm Global Technologies. ​Status: The merger is in its final stages but has been delayed by the completion of ABVE’s fiscal year 2025 audit. ​Timeline: The company stated on March 20, 2026, that it expects to provide a comprehensive update on the audit and the Form 20-F filing during the week of March 23, 2026. ​Closing: Management indicated that the merger is expected to proceed to a final closing "very shortly after" the filing of these audited results.

54 years of The Godfather have left me still wondering why/how Al Pacino didn’t win an Oscar for playing Michael Corleone, but at this point, does it even matter? If aliens ever take over this planet & ask for an example of what acting is, I would show them this exact clip.

Whenever I see accounts like this dismissing Prince as a guitarist it's usually from novices who only know P's axe prowess from his 2004 Rock and Roll Hall of Fame solo, have never experienced his music/live shows or white rockists who can't imagine Prince trouncing their fave.

@RonStewart_ At his age he CAN be that big, but the 'cut' isnt possible without assistance from artificial substances. They need not be steroids but that chiseled look isnt possible at that age without 'help'.

So does the golf community/PGA just not care that hes clearly on the juice?

@MenMatterFdn @WilJay_1 Every BMW or German car owner has the same complaint. It is reflected in their resale value. Reliability of Legacy Car makers (from highest to lowest): 1. Toyota/Honda 2. German makes 3. British Makes

@WilJay_1 Honest take: BMW and reliability should not appear in the same sentence.

Honest take on the German trio.. Mercedes Benz sells luxury and image you pay extra for comfort and the ambient lightings. Audi sells tech and interiors, lots of screens, less soul. Porsche sells motorsport heritage, incredible, but heavily priced. BMW is the only one that consistently prices performance like it actually wants you to drive it. For the same money, BMW gives more power, better balance, rear biased handling, and now proven reliability.. What’s your take?

@JVMonte2 Back in time

Pink Floyd’s “Time” isn’t available- what’s another great song that mentions “Time” in the title or lyrics?

@TansuYegen He should sell it on Etsy

In India, a street blacksmith leaves onlookers speechless as they watch him craft a household item in seconds…

@RihardJarc But OAI and Anthropic could replace MSFT's main offerings like Office. No?

Just added to $MSFT. The stock is down 30% from its highs, and in recent history, there were rare moments in the market when $MSFT was valued attractively. The market is looking at the disruption risk to $MSFT's software suite and, at the same time, not understanding that most of $MSFT's success in its product suite doesn't come from having the best software but from owning the enterprise ecosystem and relationships. And while Azure growth is limited by supply, it is still growing +39% at a close to $100B ARR. On top of all of it, the value of the OAI stake is approaching 10% of the $MSFT market cap (plus additional value in tens of billions from the OAI deal in revenue shares, etc.).

@naval This reminds me of the 'no code, low code' rage from a few years ago. Once you start adding complexity and customization, they need more work and developer expertise to scale.

AI coding agents can now deliver one-shot custom apps straight to your phone. It’s the beginning of the end for the iPhone’s dominance.

@amitisinvesting How would you evaluate MSFT? Time to sell and reallocate to TSLA?

$IGV SaaS down again today is just becoming exhausting. Why? Claude released a new tool that got 40M views in 12 hours. More automation workflows for people. Which makes the market think more workflows will leave enterprise adoption from $CRM $NOW $ADBE and the other major players…including $MSFT which is now at its lows of the year. Nothing Jensen can say, nothing the software companies can say, no amount of buybacks…it is all now rooted in how the algos perceive software vs AI. Once again, if Anthropic is gonna replace every software name…that needs a TON of compute. That should means semis are up today but they aren’t. Doesn’t make sense but it is the nature of the choppiness of the market.

@TheExtremeMusi1 Thats a tough one. Van Halen had a fun personality which shone through in his work. Rhoads was raw talent.

Eddie Van Halen or Randy Rhoads? 🤔🎸👇🏻

@rocknrollofall Prince

Who's the best guitarist you've seen live?

@Camp4 Charlie Munger had said the human race peaked in the 80-90s

One of my contrarian takes: Society peaked in the 80s, and it’s been in slow decline ever since. It was the last era of widespread optimism. You can feel it in the music and movies. “Excess meets innocence.” The 80s also mark the end of the analog world—local economies, in-person everything, and a certain forced simplicity. Malls, movie theaters, magazines, and BMX. Then, beginning in the 90s, came the tidal wave of tech: Mobile phones The internet Social media AI All incredible innovations, with lots of positives. But on the whole I think they’re *net negatives* for society. We replaced a finite, real-world experience with an infinite, digital one. Infinite information. Infinite comparison. Infinite distraction. Human’s aren’t wired for that, and you can see the consequences all around us.

@wintonARK @elonmusk This is why my next car will be a Tesla

It really is bizarre. Most of my friends don't have FSD (or a Tesla). And it is the single biggest lifestyle difference between us. They drive their cars. My car drives me. They don't get how much--even at its current capability-level--the product changes life-feel. FSD truly is a mass luxury product. That it is still so narrowly enjoyed is mind-bending.

@mmmmm731d @grok which company is he referring to

年収9,800万円。27年勤めた任天堂の従兄が、ぽつりと漏らした。 「次に来る本物の主役は、ロボットでもAIでもない。 世界中の工場の電気代を根こそぎ削る、“黒子”だよ」福岡に社員わずか60人ほどの小さなメーカーがある。 そこでひっそりと量産されているのが—— 超低損失パワー変換モジュール。導入実績の効果は衝撃的：消費電力　−27％ 、発熱−52％ 、装置寿命＋60％。 すでにテスラとサムスンが2026年分の生産枠を押さえ、 トヨタと日立も2027年分を予約済み。来年、国際エネルギー規格の最終認証が下りれば、 一気に世界の表舞台へ。それでも株価は…まだ120円前後。私は黙って45,000株だけ仕込んだ。 これ以上はここでは書けない。いいねした友達にだけ、静かに教える。