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Nutstuff
频道No Nonsense, Just Common Sense, Stock Ideas & Conclusions www.nutstuff.co.uk X: @nutstuffalpha For professional clients only https://nutstuff.co.uk/disclaimer
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收录于 2026-10-04
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Everyone babbles about AI..AI..AI, Nutstuff loves these floating steel boxes hoovering cash flow! We have owned FRO US & DHT US for 2+ yrs, bottle necks meets supply constraint and pricing, “Needs vs Wants”. And look at 10yr charts….
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Still a fun market for special-sit “minnows” in Verticals we like/ Uranium. XRI CN Added 2 mths ago, Nutstuff updated on Monday.. Today +37.5% on strong volume.. XCITE URANIUM / XRI CN: Nutstuff just checked in with the CEO last week and wants to remind you th…
NVIDIA and…. There is an awful lot going on here, but Jensen Huang may have just given us the sentence that matters: “compute is revenue.” Nvidia has just delivered $96.2bn of quarterly revenue, up 106% year on year and 18% in a single quarter, with Data Cente…
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Tungsten West / TUN LN. Huge move today +15% , now £630m mkt cap, been the best-performing stock in the Nutstuff portfolio over the last 18 months and +300% YTD. Why you may ask? And yes, its a UK stock! Because it simply fits our Maslowian “needs rather than…
If I may... Nutstuff is not just about Markets, Digital Assets & Stocks, it is about REAL LIFE: “Make you think, make you question, make you laugh and make you money too!" A-LEVEL results day was ironically yesterday; the 13th?! “Unlucky for some, lucky for ot…
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