No matter what new opportunities NIA discovers such as Mixed Martial Arts Group (NYSE: MMA) backed by Conor McGregor, nothing will change One Stop Systems (OSS) from being NIA's #1 overall pick for 2025. On Trump's first day in office what did he focus on... was it Crypto? No, it was AI infrastructure! We have been told there is a 99% chance that OSS's new $2 million AI infrastructure order being shipped beginning this quarter is to Liqid.
Liqid's AI Infrastructure platform is for dynamically pooling and sharing AI resources for higher performance with less total cost, less power and less hardware.
Liqid can turn Dell servers into on-prem AI model training powerhouses by making up to 30 NVIDIA L40S GPUs available to a single Dell R760 server. This allows fewer servers to handle more work, drastically cutting both capital and operational expenses, and significantly boosting AI performance, efficiency, and sustainability.
OSS's newly developed Ponto Reef system to be deployed by Liqid is an industry-first PCIe 5.0 expansion system that supports up to 32 accelerator devices in one chassis.
By the time CoreWeave IPOs this year at a valuation of $35 billion, OSS will be trading for $10+ per share especially if OSS signs Space Force and/or NASA contracts along with other new military contracts!
If anything outperforms OSS it will likely be Augusta Gold (TSX: G) because gold is getting ready to begin hitting new all-time highs and absolutely nobody is paying attention! Augusta Gold (TSX: G) Executive Chairman Richard Warke is a partner in the PGA Tour, world's #1 ranked football club Liverpool, and Boston Red Sox. Former House Speaker Boehner who President Trump gave an amazing seat at his Inauguration is on the Board of Directors. The Beatty Gold District is America's last remaining undeveloped Tier 1 Gold District. AngloGold Ashanti (AU) has already spent US$600 million to acquire the North Bullfrog and Sterling Gold Projects directly adjacent to Augusta Gold (TSX: G)'s past producing Bullfrog and fully permitted Reward Gold Projects. Augusta Gold (TSX: G)'s Bullfrog+Reward contain more gold and have higher gold grades than North Bullfrog+Sterling!
In our opinion, the odds of Augusta Gold (TSX: G) being acquired at a massive premium are 99%. There is a 1% chance that maybe AU buys only a 20% stake in Augusta Gold (TSX: G), and they develop the projects together... but that would result in Augusta Gold (TSX: G) rising north of $5 per share anyway. Look at the gains G2 Goldfields (TSXV: GTWO) has made over the past year due to AU acquiring a stake in the company. So, if there is a 1% chance we are wrong and Augusta Gold (TSX: G) doesn't get acquired, the alternative will still result in the stock rising north of $5 per share.
What we love about MMA is how clean the share structure is. They did a straight up IPO at $5 per share issuing 1.3 million shares to raise $6.5 million plus they did a secondary offering at $1.68 per share issuing 1.3 million shares to raise $2.184 million. MMA raised a total of $8.684 million in 2024 at an average price of $3.34 per share. Obviously, NIA saw MMA as a huge opportunity at $1.17 per share considering the average investor owns it at $3.34 per share and Conor McGregor is the biggest draw in combat sports. As Conor McGregor pointed out on ESPN, TKO Group (TKO) has just hit a new all-time high! MMA is trading for less than 1/1000th of TKO's enterprise value and has a partnership with UFC Gym for its 150 locations worldwide!
Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. NIA's President has purchased 224,200 shares of G in the open market and intends to buy more shares. NIA has received compensation from MMA of US$30,000 cash for a three-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.
Preparing Americans for Hyperinflation
