Going All-In on Football Stocks

Is it a good idea to go all in on Celtic plc (LSE: CCP), Manchester United (MANU), Borussia Dortmund (ETR: BVB), and AFC Ajax (AMS: AJAX)?

Yes, probably… we believe investors are unlikely to lose money at these share prices, while many AI neocloud stocks like IREN, CoreWeave (CRWV), Nebius (NBIS), etc. appear likely to decline by another 90%. If investors want to speculate on something high risk, they should at least look into QI Materials (CSE: QIMC) because natural hydrogen is one of the few genuinely new industries emerging today, unlike neocloud companies that "got lucky" because they held electricity contracts to mine Crypto. We believe the neocloud sector was created in large part by Nvidia itself to create artificial demand for Nvidia chips.

Natural resource stocks are often too volatile for many investors. We believe Christian Angermayer has created an attractive opportunity with Super Copper (CSE: CUPR), which trades at a relatively small market capitalization while many of his other companies have IPO'd at billion-dollar valuations or were later acquired at significant premiums. We are excited to see what happens when drilling results begin to arrive from CUPR and from Westward Gold (CSE: WG), which is backed by Keith Neumeyer and Quinton Hennigh. We believe many natural resource investors have become conditioned to take profits too quickly out of fear of market downturns, while technology investors have become conditioned to buy every dip. We believe this cycle could be different, with technology stocks facing a prolonged period of weakness while natural resource stocks could remain in a favorable environment for years.

Past performance is not indicative of future results. NIA is not an investment adviser and does not provide investment advice. Always conduct your own research and make your own investment decisions. NIA's President has purchased 75,000 shares of CCP and intends to purchase additional shares. NIA has received compensation from QIMC of US$50,000 cash for a six-month marketing contract and previously received US$50,000 cash for a separate six-month marketing contract that has since expired. NIA has received US$50,000 cash from CUPR for a six-month marketing contract and previously received US$30,000 cash for a three-month marketing contract. NIA has received compensation from WG of US$60,000 cash for a six-month marketing contract. This communication is for informational and educational purposes only and does not constitute investment advice.