New on the Alien Investor blog: Kenon Holdings (KEN) – Energy bunker with a hidden AI option? ⚡🤖 Everyone is chasing chips and software. But AI data centers have a massive bottleneck: reliable power 24/7. 🔌 Kenon is positioning itself right there. Through OPC Energy, they run critical infrastructure in Israel. In the US (Texas), they are building dispatchable gas power specifically to feed the energy hunger of the tech giants. 🇺🇸🏭 The financials? Fortified. Net cash at holding level, zero holding debt, and trading at a P/E of ~7. Is this just a boring utility or a deep value play on the physical reality of the digital world? 👉 Read here:

⚡🔌 Kenon Holdings (KEN) – Energie-Bunker mit KI-Fantasie? | Alien Investor

Aktienanalyse Kenon Holdings (KEN) Ende 2025: Strategische Wende zum Energie-Player, OPC Energy, KI-Rechenzentren in Texas und eine Panzer-Bilanz.

No financial, tax or legal advice. 👽

Der Sozialismus hat sich so tief in die Gehirne gebrannt, dass sich der Großteil der Menschen nur noch widersprüchlich verhalten kann. Guter Artikel. Gerne mehr davon.

Great article. Europe is in rapid decline. The population can feel it, but they cannot clearly identify what exactly is happening. Socialism has deeply spread into their minds. Time to refuel the UFO. 🛸 👽⛽

New Video: White Noise – The Cypherpunk response to Chat Control 🔇✊ Signal was the gold standard, but the threat landscape has changed. Governments want to scan your device. Centralized servers still know who you talk to (metadata). We need a new architecture: Nostr instead of server farms. Cryptography instead of phone numbers. A system built with "plausible deniability" by design. Learn how to defend your digital sovereignty: 📺 Watch: 📜 Read:

🔇 White Noise Messenger – Warum Signal nicht reicht und Nostr die Zukunft ist | Alien Investor

White Noise Messenger Analyse: Wie Nostr, MLS und NIP-EE das Problem der Metadaten lösen und echte digitale Souveränität gegen Chat-Kontrolle er...

No legal advice. 👽

📜 New video: The Cypherpunk Manifest – The Bitcoin Ethos Bitcoin is not about price. It’s about sovereignty, privacy, and ownership. In this video: 🔑 Why holding your own keys matters 🛡️ Why privacy is a requirement, not a feature 🌍 Why Bitcoin was born from resistance 🎥 Watch here: 🧠 Read the manifesto:

📜 Cypherpunks Manifest – Das Bitcoin-Ethos | Alien Investor

Cypherpunks Manifest: Souveränität, Privatsphäre, eigene Schlüssel, eigene Nodes. Das ethische Fundament von Bitcoin – klar, kompromisslos, z...

🔐 Teaser at the end: secure communication, White Noise & why Signal is not enough. Don’t trust. Verify. 👽

New on the Alien Investor blog: White Noise – The Cypherpunk response to Chat Control 🔇✊ They want to scan your messages. Signal fights back, but it still leaks your phone number and social graph to a central server. White Noise changes the game. Built on Nostr. No phone numbers. No central servers. Just math. Using MLS encryption to protect not just the content, but the metadata of who you are talking to. It’s architecture that offers plausible deniability because it simply cannot comply with surveillance requests. Read the deep dive here: 👉

🔇 White Noise Messenger – Warum Signal nicht reicht und Nostr die Zukunft ist | Alien Investor

White Noise Messenger Analyse: Wie Nostr, MLS und NIP-EE das Problem der Metadaten lösen und echte digitale Souveränität gegen Chat-Kontrolle er...

No legal advice. 👽

GM Alien Frens 👽🎄❄⛄🔥 Enjoy the time with your loved ones. A bit of movement now and then doesn’t hurt either. I’m already planning new content for YouTube again ▶️🏔

Even if the Bitcoin price is cold, warm up with a hot Glühwein, Alien Frens. The most important asset isn't found on any balance sheet: Time. We’re swapping charts for mulled wine today. Enjoy the days away from the noise. Merry Christmas from Kerstin, Miu, and me. 🎄😻 👽 👧 ☃️ 🔥

New on the Alien Investor Blog: Sandvik (SAND) – The Shovel Seller for the Commodity Supercycle? 🏗️⛏️ The world is screaming for copper and gold for the energy transition. 🌍⚡ But operating mines is a dirty, risky business. Sandvik plays a different game. They supply the weapons for this fight. Whether the mine is profitable or not – the drills, loaders, and crushers must be paid for. The business model is brilliantly simple: "Razor & Blade" on an industrial level. 🔧 The machine is just the door opener. The real money lies in the aftermarket: spare parts, service, software subscriptions. As long as there is digging on Earth, Sandvik gets paid. The facts for owners: 🧱 Market Power: De facto duopoly in underground mining (with Epiroc). 🤖 Moat: Extreme lock-in through automation ("AutoMine"). 💰 Cashflow: Converts profits extremely efficiently into cash. The Catch: A P/E of ~25. Is this too expensive for a machinery builder or the fair price for a tech company in camouflage? 🤔 In the article: Why the copper shortage plays into Sandvik's hands, how the transformation from "heavy metal" to software house is going, and why I see a core investment for physical reality here. Read here: 👇

🏗️ Sandvik (SAND) – Der industrielle Monolith im Rohstoff-Superzyklus | Alien Investor

Aktienanalyse Sandvik AB (2025): Profiteur des Rohstoff-Booms, Mining-Duopol und Software-Transformation. Einordnung für langfristige Eigentümer.

Check out the blog for more analyses (e.g., Wheaton, Berkshire, Alphabet, Sika) – it’s worth a look. No financial advice. 👽

📉 New Bitcoin Analysis: The Great Divergence The Fed is cutting rates, yet Bitcoin drops to $87k. Why? ETF tourists are fleeing, miners are capitulating, and on-chain data shows a "ghost town." Is this the end, or the ultimate buying opportunity for 2026? I broke down the data. 👇 Read the deep dive here:

📉 Bitcoin Kursanalyse – Die große Divergenz: Katerstimmung trotz Zinssenkungen? | Alien Investor

Bitcoin Kursanalyse Dezember 2025: Warum der Kurs trotz Zinssenkungen fällt, ETF-Abflüsse, Miner-Kapitulation und strategische Nachkauf-Zonen fü...

#Bitcoin #Crypto #MarketAnalysis #AlienInvestor

🛸 New on the Alien Investor Blog: Wheaton Precious Metals (WPM) – A License to Print Money? 🖨️🪙 Gold is the ultimate store of value. But gold mining is often an operational nightmare: Strikes 🛑, inflation 💸, and exploding costs for diesel and machinery eat up the profits. Wheaton Precious Metals plays a different game. No excavators. No holes in the ground. No dirty hands. 🚫⛏️ They are the "Merchant Bankers" of the sector: They finance mines upfront and get the precious metal at a bargain price in return (capital cost arbitrage). The result is a financial fortress: Fortress Balance Sheet: Net debt-free & $1.2B in cash. Margins: Over 70 cents of Free Cashflow for every dollar of revenue. The Catch: A P/E ratio of >50. Is this pure madness or the justified price for financial sovereignty? 🤔 In the article: Why the streaming model beats inflation, the "double growth turbo" for 2025 🚀, and why I, as an Alien, value this stock differently than the rest of the market. 👉 Read here:

🥇 Wheaton Precious Metals (WPM) – Die Lizenz zum Gelddrucken? | Alien Investor

Aktienanalyse Wheaton Precious Metals (WPM) – Streaming statt Minenbetrieb: Cashflow-Qualität, Burggraben, Wachstumstreiber und das Bewertungsri...

Check out the blog for deep dives on Berkshire, Alphabet, Amazon, Rollins, Sika, and more. No financial advice. 👽 #Gold #Investing #Stocks #WPM #Inflation #Finance #Nostr