Nutstuff

We all get so much news, much of it fake. It is, however, really all about the conclusion and the “so what”? especially if an investor. Nutstuffs 3x weekly is exactly this. I look at news, themes , stock ideas and off the wall issues, and there is no clutter with advertising. It is short and very readable. I aggregate, originate and then conclude. My aim is very simple: to make my readers; question, think, laugh and of course make money from the market and stock ideas.

SpaceX will be the biggest wealth transfer in stock market history. Not from rich to poor. Not from poor to rich. From passive ETF investors to SpaceX insiders. Here's the machine: Nasdaq changes its rules → SpaceX joins the index on Day 15. Hedge funds front-run the forced bid → the price explodes. QQQ is legally forced to buy at the top. The Lock-up expires → insiders sell billions. Passive funds are forced to buy again. 1,000x earnings. 125x sales. You are not investing in SpaceX. You are simply the exit liquidity.

This should be getting more attention.

@hkuppy They are Kuppy as I said a week ago! And are making out like bandits!

The Iranians ramped the price of oil, forced OPEC to shut in a bunch of barrels, and are still shipping theirs with no issues… Seriously, tell me the boys at Vitol aren’t watching this move in awe…🤣

This Business Is About To Explode! Click to watch the full video: commonsensestocks01.substack.com/p/will-nutting… Subscribe here: commonsensestocks01.substack.com FREE 30 Day TRIAL: nutstuff.co.uk Disclaimer: nutstuff.co.uk/about/disclaim…

Reminder: Inside the Investment Minds: Macro, Markets & Opportunity 📅 TODAY 16:00 UK [11:00 EST] Raoul Pal (Real Vision), Nick Finegold (The Fat Gladiator) and Will Nutting (Nutstuff) will share their views on the macro landscape, market positioning and where the next opportunities may lie. This will be an open discussion, members are encouraged to contribute directly and engage in the conversation in real time. Given recent market turmoil, the timing couldn’t be more relevant. Expect a candid exchange between three investors who think independently and aren’t afraid to challenge consensus. 👉 Register: luma.com/xq3o2pxi

As Iran-West tensions escalate, Nutstuff’s Will Nutting breaks down the "Unknown Unknowns" facing the Middle East. From Brent Oil hitting $90+ to a potential "run on Dubai," here is how to position your portfolio for a multipolar world. WATCH HERE: commonsensestocks01.substack.com/p/will-nutting… Subscribe to get more investment insights: commonsensestocks01.substack.com Nutstuff Portfolio: nutstuff.co.uk/subscribe Disclaimer: nutstuff.co.uk/about/disclaim…

@SquirrelMacro Indeed we do

I was going to publish this early but I guess we need to think about Iran rather than PDFs for next 24 hours. What a world!

AN OBSERVATION - GOLD MINERS: Are arguably still priced for $2,000 gold. GDX trades at roughly the same multiple it did two years ago, despite gold running from $2,000 to $5,000+. If even a fraction of this revaluation thesis plays out, it is the miners have the most operational leverage.

@agnostoxxx @Citrini7 Best best… made my week!

I love this exercise by @Citrini7 . Here’s my addition: The year is 2028. The Golden Age of Grift is over and the prisons are overflowing with grifters. Scam Altman is in hiding. Microsoft bought OpenAi for $1. President AOC nationalized Claude and introduced an “AI tax” on Big Tech. You are all still here arguing on Twitter, except the person you are arguing against is a bot 🥹

Let’s talk about Helium ($HNT). 📡 It’s up 65%+ off the lows. Why? Because it’s no longer a "crypto experiment." Today, 3.4M users connected to Helium. 1M added in the last month. That is roughly 1 in every 100 Americans using the network without even knowing it. READ HERE: commonsensestocks01.substack.com/p/agentic-econ… Disclaimer: nutstuff.co.uk/about/disclaim… FREE 30 Day Trial: nutstuff.co.uk

Why energy and logistics beat apparent dominance. Click to watch the full video: commonsensestocks01.substack.com/p/nutstuff-com… Subscribe: commonsensestocks01.substack.com Disclaimer: nutstuff.co.uk/about/disclaim…

@hkuppy Great?

Solid start to 2026…

RIG buying VALARIS! Honestly this deal is not a one-off curiosity; it is absolutely the template for how capital reallocates when constraint finally ‘trumps’ narrative. Nutstuff went through this entire rationale this morning. Offshore drillers have survived a decade of starvation, wrote off balance sheets, scrapped fleets and outlasted the ESG purge and are now finally discovering that scarcity has a price. A $5.8bn all-stock take-out is not a cyclical top signal but a simple reset of terminal value: public markets were still pricing decline while corporate buyers are underwriting permanence. Transocean, Noble and Seadrill still trade on optically cautious multiples despite replacement costs and forward cash flows that private buyers already capitalise at materially higher rates. The same mispricing runs through offshore services and OSVs, specialty shipping, and yes even coal ( see thoughts earlier!), all where listed equities sit on 2–3× cash flow while private capital quietly assumes terminal value and harvests yield. I’d own these assets not because they are fashionable, but simply because they are real and cannot be replaced. This is not really a bet on oil prices ( clearly not in 2026! ) or on macro heroics; it is simple arithmetic. When public multiples imply extinction and take-out multiples imply some value of infrastructure, I salivate!

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@hkuppy Loads! KAS CN! 🚀

Another wild one. Win or lose, we live for volatility!!

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Nutstuff in Daily Mail on Why Now it might be time for Bitcoin. mol.im/a/15485953 Early comments show few Mail readers are buying it!  The lack of even basic understanding of what it is amazes still:  Herewith some education for a Central Banker from Brian @COINBASE.  x.com/birdfiip/statu…

“How about Bitcoin with a seatbelt?!” Well done Charlie Morris at Byte tree. BOLD just launched in UK!🇬🇧  Yes, think of BOLD as Bitcoin with a seatbelt. Instead of raw exposure to crypto’s volatility, it pairs Bitcoin with Gold and forces monthly discipline trimming what’s run hot, topping up what’s been left behind. Analogically same destination, fewer crashes. Since 2022 it’s quietly delivered Bitcoin-like returns with Gold-like nerves, using volatility-weighting rather than gut feel.  Ask Why it matters? Well, in a world of expanding money supply, debt-soaked governments and financial repression, scarce assets win but timing kills most investors.  BOLD automates the hard bit.  What to buy: 21Shares Bitcoin & Gold ETP (BOLD in GBP, BOLU in USD) on the LSE. How to buy: any UK investment platform, intraday like a share.  In a world of monetary debasement, think of it as owning the engine (Bitcoin) and the shock absorbers (Gold) in one vehicle built to go the distance without throwing you through the windscreen!

On Marijuana/ Cannabis: Nutstuff has had this contrarian +ve call for 2yrs! Trump it seems now is resolute on de-classifying marijuana. This is the biggest policy change since 1970!  My horse is WEED/ GLASF US but feel sure MSOS US ETF might fly (dead man’s heart-beat chart see below, +31% pre-open!)  washingtonpost.com/business/2025/… On GLASF:The longer the spring coils, the more energy should be released as the industry matures under overbearing regulation. Glass House Brands is my biggest exposure in the space and from end ‘23 entry has been beyond dull. The underlying business is however on fire. As they grow; costs are lowest in industry; $100/lb and so operating cash flow really inflects higher (over the next 12m) and the company will have a handful of avenues it can progress down. Further if they pursue hemp production in the future, or we see more on legalisation and that elusive NYSE (most likely) this could arguably become a $20-$30 stock in short order.

Why Digital Assets Are Leading the Financial Market Recovery and What High-Conviction Investment Decisions Come Next. Listen here: commonsensestocks01.substack.com/p/tokenized-re… Subscribe: commonsensestocks01.substack.com FREE 3O Day Trial: shorturl.at/KDpHkAccess Past Newsletters - nutstuff.co.uk/sample *Disclaimer: nutstuff.co.uk/disclaimer