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“What is they— what they have now is a license to open a casino in Osaka, Japan.”
@All-In Podcast
MGM is a triple: Osaka casino and a Dubai option are hidden assets the market ignores, with Diller bidding.
MGMLONG@ $46.38
$43.59-6.03%
since call Jun 12
“The replacement cost is $45 billion. And because they've got debt, it means that the equity value just to get to replacement cost is more than a double from…”
@All-In Podcast
Talen Energy doubles by sitting still and could 3x: clean baseload power scarce as AI demand explodes.
TLNLONG@ $341.81
$330.48-3.31%
since call Jun 12
peak +19.1%
“The company I'm going to tell you about today is Actis Oncology. The ticker is AKTS. The company has a billion-dollar market cap, a $500 million enterprise…”
@All-In Podcast
Aktis Oncology could be worth $200/share if one radiopharma program hits, with data catalysts in 2027.
AKTSLONG@ $19.25
$21.77+13.07%
since call Jun 12
peak +37.6%
“GEODNET is the world's largest RTK network, growing the fastest.”
@All-In Podcast
GEODNET is the largest, fastest-growing RTK positioning network — the precise-location layer for robotics and physical AI — funded by real revenue that mostly buys GEOD back.
GEODLONGIDEA · NOT YET PRICED
58:12SHORT
“I just think everything in AI is going to need to grapple with increasing regulatory risk... the big negative externality for Talon is nothing to do with Talon”
@All-In Podcast
Talen faces a big external risk: US regulation could cap power prices or hamper terrestrial compute.
TLNSHORT@ $341.81
$330.48+3.31%
since call Jun 12
peak +8.7%
TIMESTAMPS
5:20
16:19
31:15
41:30
58:12