Earnings360 Newsletter for 12/10/2024

In 2022, Karim Rahemtulla recommended Rolls-Royce under $2 - a misunderstood aerospace name the market had written off. The stock climbed more than 1,100% over the next 3-4 years, with some subscribers reporting gains of $141,000, $272,000, or more.

He believes a similar setup is forming now around what he calls the 'Energy Cube' - a compact nuclear system roughly the size of a shipping container, capable of powering up to 1,000 homes with no emissions, 24 hours a day. Bill Gates, Jeff Bezos, Google, and Microsoft have all backed companies in this space. The Nuclear Regulatory Commission is expected to issue a key approval as early as August - the first of its kind for this technology class in over a decade.

Tesla and SpaceX depend on massive volumes of raw materials, including 111,000 tons of graphite and 77,000 tons of copper a year, most of it sourced from China.

A new Pentagon rule takes effect January 1, restricting Chinese imports for specific American companies, with Musk's businesses at the top of the list.

One small US-backed company holds exclusive rights to a newly discovered domestic deposit valued between $8 and $16 trillion.