Micro Math Capital
@micromathcap
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Vancouver, British Columbia
Joined June 2019
đŚ Costco Q3 2025: Outperforming Inflation ($COST) đ Revenue: $58.52B vs $58.07B est (+9.1% YoY) đ° EPS: $3.78 vs $3.70 est đ Net income: $1.68B Whatâs driving it? âď¸ Same-store sales +6.5% âď¸ E-comm +19% âď¸ 93% membership renewals Why it matters: đ§ž Shoppers are trading
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Teslaâs rough ride continues⌠With sales slipping, political distractions, and rising competition, TSLA is down 50% from its peak. Is this a turning pointâor just the beginning? #Tesla #Stocks #EVmarket #ElonMusk #StockMarket #TechNews #Investing
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12/ Disclaimer: Not investment advice. AEMC compensates Micro Math Capital for content creation. Please do your research before investing.
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11/ Nickel is essential for energy, defense, and tech. The U.S. canât afford to rely on foreign suppliers forever. AEMC is positioned to change that.
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10/ Final takeaway: AEMCâs valuation is severely discounted relative to its strategic importance. With a massive nickel deposit, federal tailwinds, and rising geopolitical risks, this is one of the most asymmetric investment opportunities in U.S. resource independence.
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9/ Timing couldnât be better. The Trump admin is prioritizing Alaskan resource development with an executive order that fast-tracks projects like Nikolai. Add in DoD funding for critical minerals, and AEMC could secure major support.
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8/ AEMC isnât just biggerâitâs better. - Higher nickel grades than many peers. - Lower strip ratio (potentially better economics). - Chromium & iron add even more strategic value. - U.S.-based, meaning strong federal support under Trump.
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7/ The risks are clear: If these countries restrict supply, the U.S. faces a massive nickel shortfall. The only real solution? Domestic production. AEMCâs Nikolai Project is the best-positioned asset to fill this gap.
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6/ Why does this matter? The U.S. imports nearly 100% of its nickel supply, relying on Canada, China, and Indonesia. But tensions are rising: - China imposed export controls on critical minerals. - Canada is caught in a trade war with the U.S. - Indonesia (75% China-controlled)
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5/ The scale of Nikolai now rivals Canada Nickelâs Crawford Depositâbut AEMC trades at just a fraction of the valuation. With nickel on the U.S. Critical Minerals List (2025-2035), this valuation gap wonât last.
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4/ AEMC just dropped a new Mineral Resource Estimate (MRE), and the results are staggering. - Indicated nickel resource: 5.60B lbs (+45%) - Inferred nickel resource: 9.36B lbs (+121%) - Total inferred nickel equivalent: 17.98B lbs (+224%)
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3/ AEMC owns the largest known nickel deposit in the U.S.âa key mineral for EVs, defense, and energy storage. Without domestic nickel, the U.S. remains vulnerable to foreign control. Thatâs why AEMCâs Nikolai Project is a game changer.
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2/ The Trump administration is already making moves: tariffs, AI infrastructure, and domestic resource initiatives. Critical minerals will be central to this strategy, and Alaska Energy Metals $AEMC.V $AKEMF is leading the charge.
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1/ The U.S. is at a turning point. Decades of dominance fueled prosperity but came at a steep costâ$36.5T in debt and a 123% debt-to-GDP ratio. The U.S. must shift toward self-sufficiency, and that presents a massive investment opportunity.
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New interview with Alaska Energy Metals $AEMC.V $AKEMF President & CEO Greg Beischer. The companyâs updated Mineral Resource Estimate is a game changer!!! Measured & Indicated Resource (vs. 2024): â˘5.61B lbs nickel (+46%) â˘1.77B lbs copper (+38%) â˘442M lbs cobalt (+47%)
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Disclaimer: Not investment advice. I own shares in VERSES AI. Please do your research before investing.
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9/ Though still in its early stages, Cortical Labsâ work is nothing short of groundbreaking. This challenges our relationship with computing and forces us to rethink the very nature of artificial intelligence. If we can create hyper-efficient biological intelligenceâenhanced by
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8/ With CL1 launching just this week, it will take time for researchers to test its full capabilities and uncover breakthrough discoveries. But consider this: what can now cultivate a thin layer of brain cells on a silicon chip and run basic two-dimensional simulations, like
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7/ DishBrain laid the groundwork for Cortical Labs' first commercial product, CL1. Now, researchers can purchase CL1, cultivate animal brain cells, and run their own simulations. Powered by the Biological Intelligence Operating System (biOS) and Cortical Cloud, CL1 enables
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