Fri, 12 Jun 2026 01:25:00 +0000
MGM Resorts stock, trading around $48 at the time of the pitch, will rise to well over $100 and potentially as high as $150 per share.
“I'm telling you, I think the stock could be easily worth over 100, could be worth 150.” View on YouTube
MGM Resorts stock has traded around $43 as of August 2026, well below the predicted $100-150 range from its roughly $48 starting point.
Talen Energy's stock will roughly double from the high-$300s even in a no-growth base case, as it rerates from about 7x free cash flow toward the ~15x multiple of comparable US infrastructure assets.
“The stock today is sort of in the high 300s. If they just do absolutely nothing, just absolutely nothing, just sit there and run the business... these guys will be generating $50 a share of free cash flow per year... You get a double for basically management just sitting around and doing nothing.” View on YouTube
Talen Energy's stock has not doubled from the high-$300s; it has traded around $300-310 as of August 2026, roughly flat to down from the predicted starting level.
Actis Oncology will report initial clinical trial data for both of its lead programs (Nectin-4 and B7H3) in 2027, with Nectin-4 data arriving as early as Q1.
“Actis started clinical trials last year and is publicly guided to initial clinical data in both of these lead programs in 2027 with Nectton 4 coming as early as Q1.” View on YouTube
This prediction concerns 2027 clinical trial data readouts that have not yet occurred.
Actis Oncology could be worth $10 billion, or about $200 per share, if even one of its two lead drug programs makes it to market.
“We think Actis could be worth 10 billion or $200 per share if even one of their programs makes it to market.” View on YouTube
This prediction is conditional on future clinical and market success that has not yet been determined.
GeoNet's annualized revenue run rate will more than triple over the next 12 months.
“the business just crossed about $1 million in annualized run rate a few days ago... and it's growing more than 3x year-over-year. I think it's going to probably more than triple over the next 12 months.” View on YouTube
There is not enough public data available to confirm GeoNet's revenue growth trajectory over the specified 12-month period.
Within the lifetimes of the people in the room, average human lifespan in developed countries will extend well past 100 (potentially toward 125-150), driven in part by GLP-1/obesity drugs acting as de facto longevity drugs.
“I would take the over on that uh in no small part because we already have one of the best longevity drugs out there and folks don't even realize it in the glip ones and the obesity drugs.” View on YouTube
This is a very long-run lifespan prediction that cannot be evaluated on a near-term basis.
LEO satellite constellations will replace all ground-based RTK networks and traditional GPS within the next decade.
“for me the geodet piece uh I I just think the space thing is is likely the path. It's going to replace all RTK and all GPS in the next decade.” View on YouTube
This prediction concerns satellite positioning fully replacing RTK/GPS within a decade, a timeframe not yet elapsed.
MGM Resorts stock will roughly triple within about two years, even if the Barry Diller acquisition bid falls through and the company keeps running independently.
“MGM's like probably a 3x... I do like the floor on the bid and then you got call it 3x in 2 years even if this bid goes nowhere and they keep the thing running and they're like we're going to reject the bid and keep running independently.” View on YouTube
Talen Energy stock could see 3x to 5x upside, but on an approximately eight-year horizon.
“Talon is maybe 3x upside, 5x upside, but it's eight years out.” View on YouTube