GEOD/long
GEODNET runs the world's largest and fastest-growing RTK positioning network — the precise-location rails for robotics and physical AI — and returns ~80% of revenue to GEOD holders via open-market buybacks.
It uses a technology called RTK, or real-time kinematics, where you can localize your location down to about 2 centimeters. For context, GPS precision is about 2 meters. So you're getting about 100x accuracy.
Peak-
MGM/long
MGM is a triple: Osaka casino and a Dubai option are hidden assets the market ignores, with Diller bidding.
What is they— what they have now is a license to open a casino in Osaka, Japan.
Peak+7.4%
TLN/short
Talen faces a big external risk: US regulation could cap power prices or hamper terrestrial compute.
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
Peak+0.0%
TLN/long
Talen Energy doubles by sitting still and could 3x: clean baseload power scarce as AI demand explodes.
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 where it's trading today.
Peak+30.5%
AKTS/long
Aktis Oncology could be worth $200/share if one radiopharma program hits, with data catalysts in 2027.
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 value, and a stockpile of cash which should last them over 3 years
Peak+75.0%