Michael Sikand 🦑 @michaelsikand Jul 25, 2023 Christopher Nolan's movies would be nothing without the secret billionai...
Thesis: Evidence-backed setup supports AAG.V. Origin: Michael Sikand (@michaelsikand) social post dated Jul 25, 2023. The cited post itself is non-investment commentary; the play aggregates available signals and notes the limited actionable detail.
Linked assets
Linked ticker: AAG.V. The thesis characterizes an evidence-backed setup in support of AAG.V, but source posts do not include valuation, catalysts, or concrete trading levels.
AAG.V is the linked ticker; the thesis states there is an evidence-backed setup supporting a bullish stance.
The play labels AAG.V as supported by an evidence-backed setup. Source material originates from Michael Sikand's social posts, which are largely anecdotal and provide limited direct investment detail (no valuation, catalyst timeline, or levels). Treat social posts as color and perform independent fundamental and catalyst research before acting.
Source proof
Source proof: Supported source proof | 2 extracted claims | 1 directional asset | 1 supporting author | headline-like title review
Source material consists of social posts by Michael Sikand. Most related posts are anecdotes or opinion pieces without cashtags, financial metrics, or clear, tradable catalysts. One related post frames extreme market-cap appreciation for an unrelated ticker ($BMNR) as illustrative but not directly tied to AAG.V.
Post is a non-investment anecdote praising @nikitabier for repeatedly selling the same app to different companies. No public-company, sector, macro, product-cycle, valuation, or catalyst details are provided; no cashtags/tickers mentioned.
Post highlights extreme market-cap appreciation and trading volume in $BMNR, framing it as a leveraged/strategic acquirer of ETH (analogous to MicroStrategy’s BTC approach) and calling it “Exxon Mobil of digital oil.” Actionability is moderate: there is a clear bullish framing and asset-allocation narrative, but no concrete catalyst, valuation work, or timing/levels beyond hype/scale comparisons.
Post claims the author concentrated 70% of portfolio into an unnamed “secret smallcap” expected to 10x because it “powers Anduril’s subsea drones,” framing an “ocean/subsea” defense-spending supercycle. No identifiable public ticker is provided, so no directly tradable ticker idea can be formed from this text alone.
The post is a personal announcement about selling a startup to Morning Brew, presented as a thread about building/exiting a TikTok media company. It contains no cashtags, no public-company tickers, no macro/sector call, and no investable catalyst tied to a publicly traded security.
Non-investing social post (story about Thomas Tull backing Christopher Nolan; dynamic pricing at laundromats). No public-market ticker, catalyst, position, or actionable market view is stated in the provided text.
Supporting authors
Primary author: Michael Sikand (@michaelsikand). The content is social-media commentary and personal anecdotes; no institutional research or company disclosures are cited.
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Action: Consider further primary research on AAG.V (company filings, financials, sector context, and concrete catalysts). The social posts provide color but are insufficient alone to form a buy decision.