@AspiCommunity ASPICommunity

ASPICommunity posts on X about $aspi, gas, wall street, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [------] -9.60%
• [--] Month [------] +37%

Mentions: [--] #

• [--] Month [--] -90%

Followers: [---] #

• [--] Week [---] +2.90%
• [--] Month [---] +23%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 21% finance 18% countries 6% exchanges 4% social networks 1% technology brands 1% cryptocurrencies 1%

Social topic influence $aspi #6, gas 5%, wall street #410, ai 4%, nasdaq 4%, south africa 4%, drop #2290, more than 3%, core 3%, tech 3%

Top accounts mentioned or mentioned by @stupidbill1 @sunvmikey @bow27b @raymondduck6 @wakerife123 @astspacemobile @unomasreactor @zmickyzee1

Top assets mentioned ASP Isotopes Inc. (ASPI) IsoPlexis Corporation (ISO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) TARIFF MAN (BILLIONS) JPMorgan Chase (JPM) Deutsche Bank Aktiengesellschaft (DB) Skyline Builders Group Holding Limited (SKBL)

Top Social Posts

Top posts by engagements in the last [--] hours

"#ASPigang As per my Wall street sentiments. Marc Andreessen: AI coding doesnt eliminate programmers it redefines them. The job is no longer typing code line by line its orchestrating [--] coding bots in parallel arguing with them debugging their output changing the spec and pushing them toward the right result. But https://t.co/WXDaIO2phm Marc Andreessen: AI coding doesnt eliminate programmers it redefines them. The job is no longer typing code line by line its orchestrating [--] coding bots in parallel arguing with them debugging their output changing the spec and pushing them toward the right"
X Link 2026-02-06T06:00Z [---] followers, [----] engagements

"https://x.com/AspiCommunity/status/2019643549688471887s=20 #ASPigang Promised a drop and DD on why the ignoramuses at Wall street and retail are getting their asses handed to them.🌶 https://t.co/PprVFB4vaA https://x.com/AspiCommunity/status/2019643549688471887s=20 #ASPigang Promised a drop and DD on why the ignoramuses at Wall street and retail are getting their asses handed to them.🌶 https://t.co/PprVFB4vaA"
X Link 2026-02-06T05:25Z [---] followers, [---] engagements

"#ASPigang as promised the QLE DD doc: https://x.com/AspiCommunity/status/2020736257567957302s=20 #ASPigang a summary on QLE including SuperCritical and others. 🚀Want the full-fat multi-page (more than 20) deep-dive document (with tables process breakdowns competitor analysis and all the technical details) Support the community research and get exclusive access https://x.com/AspiCommunity/status/2020736257567957302s=20 #ASPigang a summary on QLE including SuperCritical and others. 🚀Want the full-fat multi-page (more than 20) deep-dive document (with tables process breakdowns competitor"
X Link 2026-02-09T07:05Z [---] followers, [---] engagements

"🫡🫵☕ Good morning and a blessed [----] 🚀 #ASPigang A short summary for 2025: ASP Isotopes Inc. ($ASPI) [----] Corporate Acquisitions Investments and International Facility Expansion ASP Isotopes advanced in [----] by scaling isotope enrichment radio-pharmaceuticals and nuclear fuels through acquisitions South African facility investments and international plans. Core production stays in Pretoria South Africa with three operational plants setup for producing commercial Ytterbium-176 (Yb-176) Silicon-28 (Si-28) and Carbon-14/12 (C-14/C-12). Major Corporate Acquisitions and Strategic Moves Renergen"
X Link 2025-12-31T08:55Z [---] followers, [----] engagements

"#ASPigang First $ISO on the JSE 11% up Premarket for $ASPI 13% up"
X Link 2026-01-09T12:37Z [---] followers, [----] engagements

"Gm gang 🫡☕🫵 catch some 💸 In an interview Paul Mann was asked about ASP and QE tech to be used for U-235 enrichment. He mentioned that $ASPI used both in a Lab to test the enrichment processes since a client paid from them to do so. They will use that data to select the technology. The main issue with using the Aerodynamic Separation Process (ASP) as developed by Klydon and commercialised by ASP Isotopes (ASPI) to enrich heavy isotopes like U-235 (uranium-235) is that the technology is fundamentally inefficient and uneconomic for high atomic mass / high molecular weight species. ASP relies"
X Link 2026-01-26T06:20Z [---] followers, [----] engagements

"#ASPigang ASP Isotopes Inc. (NASDAQ: ASPI) just released a production update on the Renergen Helium Project following its recent acquisition of Renergen Limited (closed Jan [--] 2026). Key highlights since ops restarted in April [----] (with ASPI bridge funding): - Gas throughput at Phase [--] plant up 60% via upgrades (extra compressor optimizations). - Strong drilling: 80% success rate (15/18 wells hit gas) plus new shallow reservoir finds. - Gas gathering infrastructure 70% complete. - 60% of Phase [--] LNG offtake already contracted with industrial customers. - On track for positive operational cash"
X Link 2026-01-29T13:41Z [---] followers, [----] engagements

"https://ir.aspisotopes.com/news-events/press-releases/detail/94/asp-isotopes-inc-provides-production-update-on-the https://ir.aspisotopes.com/news-events/press-releases/detail/94/asp-isotopes-inc-provides-production-update-on-the"
X Link 2026-01-29T13:44Z [---] followers, [---] engagements

"This was their history. Renergen faced challenges in recent years including: Significant losses (e.g. a widened net loss in its [----] financial year due to commissioning costs and production delays). Share price declines (e.g. over 50% drop in 2024). Liquidity pressures and operational setbacks. https://twitter.com/i/web/status/2016930204103397863 https://twitter.com/i/web/status/2016930204103397863"
X Link 2026-01-29T17:43Z [---] followers, [---] engagements

"@StupidBill1 The $ASPI team might take note. Another revenue stream as a byproduct 🤯🧨"
X Link 2026-01-30T14:05Z [---] followers, [---] engagements

"#ASPigang video interview TODAY in South Africa with Paul Mann from $ASPI https://youtu.be/j43KB7oCsTYsi=tSCXKm3kd7Tx69Pt https://youtu.be/j43KB7oCsTYsi=tSCXKm3kd7Tx69Pt"
X Link 2026-02-03T12:24Z [---] followers, [----] engagements

"Also from Paul $ASPI 10x more engineers than Renergen many with staff withPHd"
X Link 2026-02-03T12:52Z [---] followers, [---] engagements

"http://x.com/i/article/2017231099315863553 http://x.com/i/article/2017231099315863553"
X Link 2026-02-04T05:22Z [---] followers, [----] engagements

"#ASPigang The west is losing access to some #Uranium Yes the West (especially France/Europe) is losing significant access in parts of Africa particularly Niger due to political shifts since 2023but the picture is mixed with other African sources and global alternatives still available. This fits into larger East-West competition over critical minerals for energy/security. Uranium production in Africa remains significant but Western access (particularly for Europe/France and to some extent the US) has faced notable challenges in recent years especially in key producing countries like Niger and"
X Link 2026-02-04T13:58Z [---] followers, [----] engagements

"👀🤷 Wall street doing wall streety things"
X Link 2026-02-06T04:20Z [---] followers, [---] engagements

"#ASPigang the QLE doc making progress ✅"
X Link 2026-02-02T19:34Z [---] followers, [----] engagements

"Will post up a dive into how wrong traders/investors get things what I believe to be the reason for the rout of the last few days ignoramuses"
X Link 2026-02-06T04:23Z [---] followers, [---] engagements

"🫡☕🌶 Boom and Gm gang"
X Link 2026-02-09T05:47Z [---] followers, [---] engagements

"#ASPigang SMR's and BESS: TRISO Fueled by HALEU DOE: Converting retiring coal plants to nuclear could be a major win for U.S. energy communities. 30% of coal plants retiring by 2035sites can be reused 300+ locations suitable for advanced reactors 650+ high-paying jobs per site Up to 35% construction https://t.co/4e4TA5gOow DOE: Converting retiring coal plants to nuclear could be a major win for U.S. energy communities. 30% of coal plants retiring by 2035sites can be reused 300+ locations suitable for advanced reactors 650+ high-paying jobs per site Up to 35% construction"
X Link 2026-02-09T17:53Z [---] followers, [---] engagements

"#ASPigang $ASPI 13G/A filing BNP Paribas Asset Management UK Ltd : https://ir.stockpr.com/aspisotopes/sec-filings-email/content/0001389277-26-000005/primary_doc.html https://ir.stockpr.com/aspisotopes/sec-filings-email/content/0001389277-26-000005/primary_doc.html"
X Link 2026-02-10T06:03Z [---] followers, [---] engagements

"RT @SunvMikey: $ASPI $QLE They made a fortune off ASPI. Understandable taking profits when you are up by millions. Looking at the Reported"
X Link 2026-02-10T08:21Z [---] followers, [--] engagements

"Gang sad day indeed. If you had your fingers crossed for new elements beyond oganesson any time soon don't expect the discovery to come out of Germany. GSI Helmholtzzentrum's main building at Darmstadt has had a massive fire likely taking out accelerator operations for at least a year. https://t.co/Tc39s28ECU If you had your fingers crossed for new elements beyond oganesson any time soon don't expect the discovery to come out of Germany. GSI Helmholtzzentrum's main building at Darmstadt has had a massive fire likely taking out accelerator operations for at least a year. https://t.co/Tc39s28ECU"
X Link 2026-02-10T17:28Z [---] followers, [----] engagements

"Exactly gang. Centrus' expected production of Haleu is a joke. It is totally insufficient in quantity and too far off in time. US needs Haleu now not in 7years. No one can provide it in sufficient quantity and time except $ASPI . Not Centrus not Orano. & of course not General Matter either https://t.co/cpIwopLmKU Centrus' expected production of Haleu is a joke. It is totally insufficient in quantity and too far off in time. US needs Haleu now not in 7years. No one can provide it in sufficient quantity and time except $ASPI . Not Centrus not Orano. & of course not General Matter either"
X Link 2026-02-11T06:21Z [---] followers, [----] engagements

"#ASPigang Gm 🫡🥃🫵🏻✅ filled some more $ASPI @ $4.40 ☢"
X Link 2026-02-06T04:17Z [---] followers, [----] engagements

"#ASPigang Promised a drop and DD on why the ignoramuses at Wall street and retail are getting their asses handed to them.🌶 https://docs.google.com/document/d/1-VCTt8XEFKSJDrI_OP2KZYaLIaorM-_5kp__Es47R3A/editusp=drive_link https://docs.google.com/document/d/1-VCTt8XEFKSJDrI_OP2KZYaLIaorM-_5kp__Es47R3A/editusp=drive_link"
X Link 2026-02-06T05:25Z [---] followers, [----] engagements

"Gang spot on ☺🫡 Quick portfolio update: https://t.co/vvsTk4xpKL Quick portfolio update: https://t.co/vvsTk4xpKL"
X Link 2026-02-06T05:58Z [---] followers, [---] engagements

"#ASPigang a summary on QLE including SuperCritical and others. 🚀Want the full-fat multi-page (more than 20) deep-dive document (with tables process breakdowns competitor analysis and all the technical details) Support the community research and get exclusive access every document and tier helps fuel more breakdowns like this for @AspiCommunity Or buy me a few research isotopes at or get the docs here Quantum Leap Energy LLC (QLE) formed in September [----] as a wholly-owned subsidiary of ASP Isotopes Inc. (NASDAQ: ASPI) is positioned to become the leading Western supplier of High Assay Low"
X Link 2026-02-09T05:47Z [---] followers, [----] engagements

"Gang almost done on the DD for enriching Zinc-68 should drop tomorrow. 🥸🧩"
X Link 2026-02-10T16:33Z [---] followers, [---] engagements

"Gm #ASPigang 🫡☕🌶Zinc-68: ASP Isotopes ($ASPI) is pioneering isotope enrichment for high-growth markets like nuclear medicine quantum computing and clean energy. Their proprietary Aerodynamic Separation Process (ASP) and emerging Quantum Enrichment tech enable fast low-cost modular production of critical isotopesaddressing global supply gaps dominated by Russia/China. Key focus: Enriched Zinc-68 (Zn-68) a precursor for Gallium-68 (Ga-68) in PET scans. Ga-68 powers diagnostics for prostate cancer (PSMA-targeted) neuroendocrine tumors and moreessential companion for Lutetium/Actinium"
X Link 2026-02-11T05:57Z [---] followers, [---] engagements

"Zinc-68 DD dropped: 🫡 https://x.com/AspiCommunity/status/2021463504641732769s=20 Gm #ASPigang 🫡☕🌶Zinc-68: ASP Isotopes ($ASPI) is pioneering isotope enrichment for high-growth markets like nuclear medicine quantum computing and clean energy. Their proprietary Aerodynamic Separation Process (ASP) and emerging Quantum Enrichment tech enable fast https://x.com/AspiCommunity/status/2021463504641732769s=20 Gm #ASPigang 🫡☕🌶Zinc-68: ASP Isotopes ($ASPI) is pioneering isotope enrichment for high-growth markets like nuclear medicine quantum computing and clean energy. Their proprietary"
X Link 2026-02-11T05:58Z [---] followers, [---] engagements

"$ASTS @AstSpacemobile Congratulation on the sucessful unfolding of the spacecraft 👑 to Space and beyond 🌠🛰"
X Link 2026-02-11T06:26Z [---] followers, [---] engagements

"#ASPigang another Paul interview $ASPI Redchip https://youtu.be/mbGcIao3g1ksi=9k0pppl8RarnCBvo https://youtu.be/mbGcIao3g1ksi=9k0pppl8RarnCBvo"
X Link 2026-02-12T19:02Z [---] followers, [----] engagements

"#ASPigang allow me some perspective:"
X Link 2026-02-13T07:08Z [---] followers, [----] engagements

"#ASPIgang Looking into fuel for #LEU and #HALEU based on MoUs that was signed with Doosan Enerbility (because NuScale and Terrapower) and what the lifetime fuel consumption is estimated to be. There will likely be [--] or more suppliers for HALEU and more for LEU. This positions ASPI as a "rub"-solver for Western HALEU independence potentially fueling [----] units initially. Combined Fuel Requirements for the SMR Pipeline (170 Units) The Doosan Enerbility SMR MOUs/contracts encompass [---] potential units (13.3 GW total capacity): [--] NuScale NPMs (LEU-fueled PWRs) and [--] advanced designs"
X Link 2025-12-03T16:12Z [---] followers, [----] engagements

"#ASPIgang How do we know energy supply is top of mind Joe Rogan thats how. Jensen and Joe discussing energy 👌🏻🥸"
X Link 2025-12-04T01:37Z [---] followers, [---] engagements

"#ASPIgang Based off my electricity supply writeup there are only a few options to solve the supply problem. Due to lead times permitting etc. the grid buildout will take too long. Behind the meter is the solution of choice. This speeds up the process no grid to contend with and wait for. BTM options are BESS (still grid dependent to charge) and GAS or Nuclear. These have smaller footprints eliminate the grid and transformer issues (BESS is the exception) but permitting is still a problem while the process is being shortened for faster delivery. Solar rooftop and utility scale is ill suited"
X Link 2025-12-04T05:59Z [---] followers, [---] engagements

"#ASPIgang The ship is sailing https://www.energy.gov/ne/articles/9-key-takeaways-president-trumps-executive-orders-nuclear-energy https://www.energy.gov/ne/articles/9-key-takeaways-president-trumps-executive-orders-nuclear-energy"
X Link 2025-12-05T04:17Z [---] followers, [---] engagements

"#ASPigang Thorium may be 4x more abundant than Uranium mining and processing it into fuel may be a simpler process than for Uranium. It may be less expensive than Uranium with a higher melting point than Uranium. But still due to Plutonium from reactors and HEU it and the fuel supply and processing was never properly developed. Too many issues after the spent fuel leaves the reactor. Now this is not to say it is all bad just that the financial incentives did not yet develop. The daughter products are problematic to say the least. Looking at you Gamma ☢ radiation. There are posibilities"
X Link 2025-12-08T16:25Z [---] followers, [---] engagements

"#ASPigang Uranium World reserves $aspi https://www.visualcapitalist.com/charted-global-uranium-reserves-by-country/ https://www.visualcapitalist.com/charted-global-uranium-reserves-by-country/"
X Link 2025-12-10T05:13Z [---] followers, [---] engagements

"#ASPicommunity 🫡☕💰🫵🏻 a busy morning. Enlightened Isotopes expand fast many more isotope types for enrichment. Importing equipment and building plant. A quick update from one segment of our business from our Q3 Business Update. To watch the full presentation including deeper discussion of our progress with Silicon-28 it can be at the link in the comments below. #NASDAQ: $ASPI #TechNews #isotopes https://t.co/KZtP9Wnsma A quick update from one segment of our business from our Q3 Business Update. To watch the full presentation including deeper discussion of our progress with Silicon-28 it"
X Link 2025-12-11T09:14Z [---] followers, [---] engagements

"Enlightened Isotopes is South Africa based so logic dictates new production in Pretoria"
X Link 2025-12-11T09:17Z [---] followers, [---] engagements

"#ASPigang 🌶🌶 Hot topic: So if you want a reactor where a meltdown is literally impossible by the laws of physics the two technologies that qualify without any caveats are: [--]. Liquid-fuel molten salt reactors with a freeze plug [--]. TRISO-fueled high-temperature gas reactors (pebble-bed or prismatic) These are the ones nuclear engineers point to when they say walk-away safe or meltdown-proof. Go have a 🍻 safe"
X Link 2025-12-11T12:11Z [---] followers, [---] engagements

"#ASPigang $ASPI [--] Radio pharmacy purchase considedred and under due diligence in"
X Link 2025-12-11T15:28Z [---] followers, [---] engagements

"#ASPigang From $ASPI clients they cannot find these isotopes from anywhere else currently very little competition in market according to Paul"
X Link 2025-12-11T15:45Z [---] followers, [---] engagements

"#ASPigang Spent reactor fuel and Cesium 137: The aquired technology can change half life from [----] years to seconds and the decay product is Barium [---]. Another leached product is Strontium [--] all these have medical value. The beta decay enhances the value and removes an environmental hazard. Ultimately this technology will close the loop on nuclear waste"
X Link 2025-12-11T16:05Z [---] followers, [---] engagements

"$ASPI Can now convert the spent fuel storage and Tax liability into a revenue source while cleaning up the pollutants"
X Link 2025-12-11T16:09Z [---] followers, [---] engagements

"#ASPigang Getting to #HALEU production $ASPI will follow both ASP and QE paths to production. They expect QE ro win but even so both with be used and analysis done on results. The progression will be to produce Lithium [--] and [--] then progress to LEU LEU+ and then HALEU"
X Link 2025-12-11T17:26Z [---] followers, [---] engagements

"#ASPigang From Paul: The QLE opportunity vastly outweighs the $ASPI Opportunity 🌶"
X Link 2025-12-11T17:45Z [---] followers, [---] engagements

"#ASPigang is not an easy place nor cheap to do business in or with. Regulatory tedium processes to be followed to the letter little transparency and little predictability remain challenges. $ASPI and their technology may be World leading innovative and highly desirable but still have to function within the broader environment in South Africa no easy feat. Be cautious and remind yourselves of these facts and the impact on business and timelines"
X Link 2025-12-11T19:47Z [---] followers, [----] engagements

"#ASPigang Paul Mann said [--] years ago energy production and reliability in South Africa is a very real challenge. To mitigate plant can be build in and spipped and operated elsewhere in the World. $ASPI"
X Link 2025-12-12T07:37Z [---] followers, [----] engagements

"#ASPigang A look at Uranium supply and demand and QLE. Uranium is running out of easy places to hide. $ASPI or really QLE is 100% dependent on Uranium as feedstock. This is a risk to the company. Known economic reserves sit at roughly [--] million tonnes. At todays burn rate thats enough for decades of LEU but not forever. The best deposits (Canadas ultra-high-grade mines Kazakhstans low-cost ISR fields) are mature. Most flagship operations have less than ten to fifteen years of reserves left in their current pits and wellfields. When those are gone the lights dont go out tomorrow but the"
X Link 2025-12-12T16:29Z [---] followers, [----] engagements

"ASPI has publicly stated that it avoids patenting the core enrichment processes (treating them as trade secrets for competitive and security reasons) but intends to patent specific components such as custom-designed elements in their Silicon-28 facility. I would wager that scaling is only limited by how fast the plant can be build. The CEO said that their model is for clients to pay for the expansion and then buy the product. Off-take commitment signed before any plant build. No financing by $ASPI funded by clients"
X Link 2025-12-15T04:46Z [---] followers, [--] engagements

"#ASPigang 🫵🏻🫡🚀Good news Renergen closed today. Renergen will publish the finalization announcement containing the remaining salient dates and times for implementation of the Scheme. POSITIVE PROGRESS IN OPERATIONS AT RENERGENS VIRGINIA GAS PROJECT WITH A PRODUCTION UPDATE EXPECTED AT THE END OF JANUARY [----] WASHINGTON Dec. [--] [----] (GLOBE NEWSWIRE) -- ASP Isotopes Inc. NASDAQ: ASPI ("ASP Isotopes or the Company) an advanced materials company dedicated to the development of technology and processes for the production of isotopes for use in multiple industries today announced that all"
X Link 2025-12-17T15:30Z [---] followers, [----] engagements

"#ASPicommunity 🌶🚀 Overall if you're invested in or researching $ASPI this account is an excellent resource for staying informed and understanding the tech deeply. Far superior to typical noisy stock Twitter communities. You're welcome 🫵🏻🤠"
X Link 2025-12-17T18:12Z [---] followers, [---] engagements

"Almost Xmas wait it may just be an early Xmas congrats $ASPI"
X Link 2025-12-17T18:46Z [---] followers, [---] engagements

"#ASPigang From the $ASPI s mouth. 📍 ASP Isotopes Inc. Announces Receipt of Regulatory Approvals for Acquisition of Renergen Limited Read full press release: https://t.co/9v5qSXZpD1 #NASDAQ: $ASPI #technews #isotopes https://t.co/bblnocyvr4 📍 ASP Isotopes Inc. Announces Receipt of Regulatory Approvals for Acquisition of Renergen Limited Read full press release: https://t.co/9v5qSXZpD1 #NASDAQ: $ASPI #technews #isotopes https://t.co/bblnocyvr4"
X Link 2025-12-18T16:50Z [---] followers, [---] engagements

"#ASPigang dropping a Renergen doc later today Synergies and Risks for $ASPI 🌶"
X Link 2025-12-19T10:51Z [---] followers, [----] engagements

"#ASPigang Renergen in the $ASPI World the Synergies and Risks. NFA and DYOR Watch that end-Jan update #ASPI #Helium #CriticalMaterials #Renergen #LNG https://docs.google.com/document/d/1TKm0rDCWoEMYaufx54an4E7Zk3PjsKDw3L-LnsU2NtE/editusp=drive_link https://docs.google.com/document/d/1TKm0rDCWoEMYaufx54an4E7Zk3PjsKDw3L-LnsU2NtE/editusp=drive_link"
X Link 2025-12-19T15:42Z [---] followers, [----] engagements

"@UnoMasReactor Aaand Multiple $Billions in CapEx. Time in not their friend"
X Link 2025-12-19T15:44Z [---] followers, [---] engagements

"@StupidBill1 @Bow27B ☝🏻👀 PPB H-3 but sure $ASPI can do ASP separation as required"
X Link 2025-12-19T19:35Z [---] followers, [---] engagements

"1 ppb total impurity 99.9999999% purity (nine nines or 9N). [-----] ppb impurity typically 99.9999% (six nines or 6N) or higher common in ultra-high-purity (UHP) gases for semiconductors. Now we do not know the purity of Helium but it is very high according to what I could find. Am sure Linde did tests and found it acceptable"
X Link 2025-12-21T17:43Z [---] followers, [--] engagements

"#ASPigang 🫡☕🫵 During research collected some historical info and a few pictures on Renergen #ASPI https://docs.google.com/document/d/1x4rUmRm31Pccm420oC6HRqyT8g5SlxxVRbYFpLlBiAA/editusp=drive_link https://docs.google.com/document/d/1x4rUmRm31Pccm420oC6HRqyT8g5SlxxVRbYFpLlBiAA/editusp=drive_link"
X Link 2025-12-22T08:11Z [---] followers, [---] engagements

"#ASPigang 🫡🫵🥂 Shorts are getting uppity. My take on the short situation but we are long. The play is maturing the team is executing my conviction is even stronger. 🌶 https://docs.google.com/document/d/1j1RoDNTmwuhGF_sr3v420J7Zvlo1mwRwXryqbrg2rN8/editusp=drive_link https://docs.google.com/document/d/1j1RoDNTmwuhGF_sr3v420J7Zvlo1mwRwXryqbrg2rN8/editusp=drive_link"
X Link 2025-12-26T13:10Z [---] followers, [---] engagements

"Gang whats your take on the Renergen overhang come Jan [--] [---] when the $ASPI shares becomes available Did the shorts target this event specifically"
X Link 2025-12-26T15:35Z [---] followers, [----] engagements

"Here is the question. If $ASPI drops another 50% what ya gonna do It dropped about 50% from high already. Would that be a bad investment or fundamentals that changed or a new opportunity or would management be to blame Come mid Jan [----] we may well face that occuring DYOR and this is NFA"
X Link 2025-12-27T12:24Z [---] followers, [----] engagements

"Hi #ASPigang 🫡☕🫵🏻 Lets dive into what I think may happen after the Renergen close in Jan [--] and the delisting thereof. There are other cases of similar transactions from the past and we can learn from those about retail investor behaviour. The learnings applied to this transaction below in the thesis. Renergen Shareholder Breakdown Retail/individual investors: 45-47% (most recent data from 2023-2024; no major changes reported). Institutions: 23-25%. Private companies/insiders/other: Balance (28-32% including concentrated holdings like Mazi Asset Management at 8%). Thus retail holders own"
X Link 2025-12-28T06:41Z [---] followers, [----] engagements

"#ASPigang The long awaited #Helium vs Water cooling drop. Enjoy 💡🤠 It was a lot of research and cross checking. https://docs.google.com/document/d/1ZBdYlVUuaf3ReINgcYB6m2gC5703tf-p1gAH0zQ5wTU/editusp=drive_link https://docs.google.com/document/d/1ZBdYlVUuaf3ReINgcYB6m2gC5703tf-p1gAH0zQ5wTU/editusp=drive_link"
X Link 2025-12-29T08:28Z [---] followers, [----] engagements

"To be thorough: Throughout [----] various institutional investors increased their positions in $ASPI shares as reported in news and filings: Rhumbline Advisers acquired shares with holdings valued at $306000 (reported September 2025). Deutsche Bank AG increased its position by [----] shares (25% growth) in Q4 2024early [----] filings. JPMorgan Chase & Co. boosted its stake significantly (adding [------] shares). ProShare Advisors LLC initiated a new position (14751 shares). Other notable activity included new or increased stakes from funds like CenterBook Partners LP Geode Capital Management Jane"
X Link 2025-12-31T14:05Z [---] followers, [---] engagements

"#ASPigang #Molybdenum-100 vs Mo-99 for getting #Technetium-99m Historical Context of Mo-99 Production Molybdenum-99 (Mo-99) has been the cornerstone of Technetium-99m (Tc-99m) production since the mid-20th century primarily because it was one of the earliest and most efficient methods discovered for generating this essential medical radioisotope. Tc-99m derived from the decay of Mo-99 is used in over [--] million diagnostic procedures annually worldwide such as imaging for cancer and heart disease. The process originated in the 1950s-1960s with nuclear reactors where Mo-99 is produced via"
X Link 2026-01-03T11:55Z [---] followers, [----] engagements

"#ASPigang 🫡☕🫵🏻 Top of the morning to ya. Looking to the demand side of Reactor fuel a bit. The sheer scale of the advanced nuclear pipeline especially SMRs and non-light-water designs needing HALEU (5-20% enriched) and/or helium cooling is massive and accelerating into 2026+. AI data center power crunch + de-Russification bans are forcing Western HALEU independence and ASPIs QE tech is perfectly timed as the disruptive low-cost play. Global Pipeline (Demand Side pull) Snapshot (Jan 2026) 80-127 SMR designs actively in development worldwide (NEA/IAEA/WNA trackers). [--] GW risked pipeline"
X Link 2026-01-06T06:30Z [---] followers, [----] engagements

"Today the new shares should be issued"
X Link 2026-01-06T10:47Z [---] followers, [---] engagements

"Issuance of [--] million new shares represents dilution (15-20% depending on current outstanding shares) but this was fully anticipated and priced in over recent months. At the same time $ASPI gets access to Renergen assets and income"
X Link 2026-01-06T11:39Z [---] followers, [----] engagements

"Pre market open"
X Link 2026-01-06T12:15Z [---] followers, [---] engagements

"@RaymondDuck6 Getting this"
X Link 2026-01-06T12:38Z [---] followers, [---] engagements

"This far no deep selloff. Assuming that the shares were issued looking good for now"
X Link 2026-01-06T15:05Z [---] followers, [---] engagements

"🫡☕🫵🏻🤷 Sideways on the JSE last month"
X Link 2026-01-07T08:24Z [---] followers, [----] engagements

"#ASPigang Gm and this AM a DD on the Helium market: https://docs.google.com/document/d/17fVmYTh1JiMZqNFXU5psQRqMS2rxoLqjkXJ9zytLHfs/editusp=drive_link https://docs.google.com/document/d/17fVmYTh1JiMZqNFXU5psQRqMS2rxoLqjkXJ9zytLHfs/editusp=drive_link"
X Link 2026-01-08T06:49Z [---] followers, [---] engagements

"Let me share this from a different perspective. In Africa both MTN and Vodacom(Vodafone group) are clients of mine and been for the last decade. I have seen and learned a lot about their issues from being inside those MNOs. This is how they think about coverage and business. MTN's future coverage plans focus on massive 4G/5G expansion aiming for 95% broadband population coverage by [----] leveraging OpenRAN satellite tech and fibre rollout (FiberX) to reach underserved areas while simultaneously decommissioning 3G networks to reallocate spectrum for faster more efficient services like 5G and"
X Link 2026-01-08T18:08Z [---] followers, [----] engagements

"Surely someone must be feeding this thing some U235 its heating up to scorching 🔥"
X Link 2026-01-09T12:47Z [---] followers, [---] engagements

"$ASPI on Redchip latest done now need to process the info. https://www.youtube.com/live/r2nCT8HKFS8si=weSagMue2tN_vwjd https://www.youtube.com/live/r2nCT8HKFS8si=weSagMue2tN_vwjd"
X Link 2026-01-15T06:32Z [---] followers, [----] engagements

"Some general comments: The power failure was on [--] December [----] a fire burnt down a big substation. After repair aging underground HV cables suffered cascading failures over a few weeks period as other sections got repaired. In all likelihood this is what damaged the Laser unit. Ageing and failing infrastructure combined with not having backup power and enough protection for the plant is to blame. Also not having redundancy in the plant or a Laser as a spare (now rectified) was part of the cause of the downtime. Lessons learned. $ASPI are not planning for any more dilution in [----] at this"
X Link 2026-01-15T06:48Z [---] followers, [---] engagements

"One other item of note (there are more) is the strategy to get into and supply critical minerals and also get into supplying feedstocks for enrichment by $ASPI. Ther is not enough feedstock for a number of materials to be enriched. New mines are capital intensive and a permitting nightmare so ASPI are using means not dependent on traditional mining where possible to get raw materials. https://twitter.com/i/web/status/2011693035386503571 https://twitter.com/i/web/status/2011693035386503571"
X Link 2026-01-15T06:52Z [---] followers, [----] engagements

"Paul Mann mentioned SMR designs. $ASPI is agnostic to reactor designs and sizing they supply the fuel. Some data on those: The OECD Nuclear Energy Agency (NEA) Small Modular Reactor Dashboard (3rd edition July 2025) identifies [---] different SMR designs globally. Of these: [--] designs are actively analyzed/under development with publicly available details and developer participation (the core active count often cited in headlines). [--] of those [--] are involved in pre-licensing or licensing processes in [--] countries. The remaining [--] include designs that developers requested not to include (about"
X Link 2026-01-15T06:58Z [---] followers, [----] engagements

"#ASPigang Nobody anywhere in the World has yet built a production QE Laser plant to enrich Ytterbium-176 outside of $ASPI Test systems also likely none. Groundbreaking to be sure By implication this is not a known recipe yet. You only know what you know when you know it the rest you find out by failing and rectifying making progress. 😎 https://twitter.com/i/web/status/2011800321878532184 https://twitter.com/i/web/status/2011800321878532184"
X Link 2026-01-15T13:59Z [---] followers, [----] engagements

"🫡🫵🏻☕👀#ASPigang simultaneously also working on the Thesis of everything 🥸🤷 maybe narrowed down a bit for investing 😎 or some such. This community form part of the thesis in a way 🤝"
X Link 2026-01-17T13:06Z [---] followers, [---] engagements

"The thesis of everything is based on my thesis refined over the last few years. Adopted to cater for the latest on AI impacts. 5-10yr macro thesis: Chaos is default. Humans fight it with energy. Bet on energy-AI convergence + US repatriation amid West-Rest divide. Downside-first hedging upside self-manages. EM demographics vs Western capital dominance. Antifragile edge lives in order from disorder. #Investing #Energy #AI https://twitter.com/i/web/status/2013174411025678629 https://twitter.com/i/web/status/2013174411025678629"
X Link 2026-01-19T08:59Z [---] followers, [---] engagements

"#ASPigang Gm 🫡☕🫵🏻 be the captain 🧑✈ We are frequently our own worst enemy. Document your strategy so you can measure against it and correct behaviour"
X Link 2026-01-20T06:53Z [---] followers, [---] engagements

"Gang you may rightfully ask how is this so About [--] years ago I was there no real strategy but to look into the noise to find winners. What does that look like just like noise My analytics kept on failing as it was baseless. Rectified that soon after. A lot of critical and structured thinking later and I mean a lot and here we are. It feels like a lifetimes work (it is not 😁) sweat and strategising to get to here. https://twitter.com/i/web/status/2013514595625771018 https://twitter.com/i/web/status/2013514595625771018"
X Link 2026-01-20T07:31Z [---] followers, [---] engagements

"Gm #ASPigang 🫡☕🫵🏻 In this community we try and maintain a high Signal to noise ratio ✅"
X Link 2026-01-27T05:08Z [---] followers, [---] engagements

"#ASPigang For a bit more insight on the Thesis of everything: 5-10yr Macro Thesis: Order from Chaos - Chaos is defaultfractal markets fat tails behavioral cascades. - Edge: antifragilegain from disorder via energy. - Core bet: energy-AI convergence + US repatriation. - AI demands exponential energy; innovation (Nuclear PWR/SMR fuels) meets it. - Projections: US electricity doubles to [----] TWh by 2050; repatriation adds millions of jobs. Energy is Life energy is prosperity. - West-Rest divide: EM demographics vs Western capital/stability. - Downside-first: hedge bets upside self-manages. -"
X Link 2026-01-19T11:29Z [---] followers, [---] engagements

"Gang the isotope data published this far were the easy part now comes a much more difficult part. What will follow next are isotopes not yet produced by $ASPI. Getting data about these isotopes are a lot more difficult. By its very nature information is speculative where none exist from ASPI. There are quite a number of isotopes to cover yet. I will publish a shortened summary of these isotopes here. The full fat version will be published on Patreon. https://twitter.com/i/web/status/2014301320174244163 https://twitter.com/i/web/status/2014301320174244163"
X Link 2026-01-22T11:37Z [---] followers, [---] engagements

"In summary: The client did not believe QE could be build in less than [--] years and will cost $1B so client paid for lab facility to prove both ASP and QE. Now QLE will conclude testing for both and collect the data. At the time because of simpler technology ASP could be build faster. https://twitter.com/i/web/status/2015657748147384342 https://twitter.com/i/web/status/2015657748147384342"
X Link 2026-01-26T05:27Z [---] followers, [---] engagements

"#ASPigang In addition also working on research and drafting a doc on H-3 enrichment. Done a fair bit already expecting to publish late next week. 🚀"
X Link 2026-01-27T18:06Z [---] followers, [----] engagements

"This one this one she will take time 🤷♂ Wading through about [---] pages of research papers in total man that is a lot. Gas laws laws governing Centrifuges cryogenics filtering and separation technologies galore. Then Gas dynamics on Helium and its isotopes 🤯🥸"
X Link 2026-01-28T05:59Z [---] followers, [---] engagements

"Gang just more than a month ago I saw this slide the bottom line: Helium-3"
X Link 2026-01-29T13:07Z [---] followers, [---] engagements

"Gm Gang 🫡☕🫵🏻☝🏻 a 13G filing Vangaurd group 6.4Million shares 5.77% https://ir.aspisotopes.com/sec-filings/all-sec-filings#%23document-616-0000102909-26-000082-2 https://ir.aspisotopes.com/sec-filings/all-sec-filings#%23document-616-0000102909-26-000082-2"
X Link 2026-02-02T06:58Z [---] followers, [---] engagements

"According to Paul the bulk of ASPI staff is from and in South Africa skills he said is difficult to find elswhere"
X Link 2026-02-03T12:44Z [---] followers, [---] engagements

"#ASPigang Working on the thesis of everything Li6 and Li7 enrichment as well as Zinc enrichment. We made good progress on the h-3 enrichment doc as well.☄"
X Link 2026-01-30T12:43Z [---] followers, [----] engagements

"#ASPigang $SKBL Can use a resin exchange process to extract Uranium from sea water. The reserves in sea water is essentially 400x that of land reserves. Commercial production within [--] years of starting. Process is very efficient. Uranium concentration in seawater [---] ppb (3.3 micrograms per liter). https://twitter.com/i/web/status/1999152293514510820 https://twitter.com/i/web/status/1999152293514510820"
X Link 2025-12-11T16:20Z [---] followers, [---] engagements

"🫡☕🫵🏻💸 #ASPigang Gm and the best. Going to be covering in depth the isotopes $ASPI is enriching. Started that work and research last year. Expecting the first one by Wednesday next week 🌶 It will be a series one per week is the aim"
X Link 2026-01-02T07:52Z [---] followers, [----] engagements

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