Highlighting BlackRock's moves BlackRock controls $15.5T (Sep ‘26)
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The biggest scandal is being hidden from you
13 states sued BlackRock, Vanguard and State Street
Allegation:
• Working together to buy competing energy companies
• Using shareholder power to increase energy prices under the excuse of "Climate Change"
Here's how they did it:
BlackRock, Vanguard and State Street tried to get the lawsuit thrown out
Judge refused and now the claim is in federal court, backed by states, and supported by the DOJ and FTC
So far:
Vanguard settled for $29.5M and accepted limits on shareholder power
and...
Here's why the short interest matters:
• 571.45M shares outstanding
• Market cap: $4,051,580,500
• 230,510,000 shares sold short, over 40% of the float
• ~$1,634,315,900 in short exposure at current prices
That much short exposure sitting on a stock with a growing defense contract
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BlackRock Tracker retweeted
Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades
Including buying up to $12M of Bloom Energy $BE
Major Buys Include:
• Bought 15,000 shares of Bloom Energy $BE
• Bought 10,000 shares of Intel $INTC
She bought new call options:
• Bought up to $5M of $BE leaps
• Bought up to $500K of $INTC leaps
My speculative bull-case math:
There are ~97.9M shares outstanding.
If the analog resurgence continues and improving film volumes/pricing help Kodak sustain the recent EBITDA inflection, I think the market can plausibly rerate the equity to roughly $1.55–$1.60B.
That implies:
$15.80–$16.35/share
vs. ~$9.87 today.
~60%+ upside.
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The risk is obvious.
Kodak is NOT a pure-play film-camera company. Print remains its largest segment, silver/aluminum input costs matter, and nostalgia trends can reverse quickly.
But that’s also why the opportunity is interesting:
Wall Street can look at Kodak and see an old industrial company.
Consumers increasingly see Kodak as the brand behind one of the biggest analog revivals in decades.
$KODK PT: $16 - 62% upside
Speculative bull case, not investment advice.
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source: bloomberg.com/news/articles/…
