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@DevelopAll Roman Iospa

Roman Iospa posts on X about $oklo, $mp, $vrt, #ai the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX -XX%
X Month XXXXXXX +106%
X Months XXXXXXX +29,636%
X Year XXXXXXX +3,931%

Mentions: XX #

X Week XX -XX%
X Month XXX +116%
X Months XXX +4,638%
X Year XXX +7,660%

Followers: XXX #

X Week XXX +7.80%
X Month XXX +88%
X Months XXX +258%
X Year XXX +372%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks technology brands finance countries cryptocurrencies exchanges

Social topic influence $oklo #18, $mp #15, $vrt, #ai, $leu, $ceg, $smr, data center, $nee, $bwxt

Top assets mentioned Oklo Inc. (OKLO) MP Materials Corp. (MP) Vertiv Holdings Co (VRT) Centrus Energy Corp. (LEU) Constellation Energy Corp (CEG) NuScale Power Corporation (SMR) NextEra Energy Inc (NEE) BWX Technologies, Inc. (BWXT) Cameco Corporation (CCJ) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Liberty Energy Inc. (LBRT) Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Morgan Stanley (MS) Advanced Micro Devices (AMD) Super Micro Computer, Inc. Common Stock (SMCI) NVIDIA Corp. (NVDA) Intel Corporation (INTC) Cognex, Corp. (CGNX) Zebra Technologies Corp. (ZBRA) Teradyne, Inc. (TER) Rockwell Automation (ROK) AeroVironment, Inc. (AVAV) L3Harris Technologies Inc (LHX) Honeywell International Inc (HON) Heroes of NFT (HON) Iron Mountain Inc (IRM) Digital Realty Trust Inc (DLR) Equinix Inc (EQIX) American Tower Corp (AMT)

Top Social Posts #

Top posts by engagements in the last XX hours

"🚨New Strategic Move from $OKLO Oklo partners with $LBRT to power AI-era data centers: Natural gas now Advanced fission reactors next Grid independence + zero-carbon baseload This hybrid model meets todays urgency and tomorrows sustainability. Read more: #AI #Nuclear #Energy #DataCenters #Infrastructure $VRT $SMR $LEU $CEG $MP #NaturalGas #oklo"
@DevelopAll on X 2025-07-23 11:24:43 UTC XXX followers, 3234 engagements

"Fresh off the $AAPL & DoD headlines $MP just launched a $XXX M secondary 🔹 Size: $XXX M common stock (ALL primary) 🔹 Greenshoe: XX % ( $XX M) for the underwriters 🔹 Leads: JPM + Goldman (Morgan Stanley co-book) 🔹 Use of proceeds: accelerate & expand the XX magnet Independence facility in Fort Worth strategic growth/M&A general corp. purposes 🔹 Timing: deal subject to market conditions could price as soon as tonight Why it matters X. Fortifies the war-chest right after the stocks big Apple/DoD re-rating raises growth capital at $XX vs. last years $XX prints. X. Signals scale-up urgency"
@DevelopAll on X 2025-07-16 21:12:59 UTC XXX followers, 3620 engagements

"🧵 Oklo (NYSE: $OKLO) 20252030: How far can it go A nuclear AI infrastructure play that could define the next energy cycle. Heres our milestone-based forecast built on client demand regulatory timing and reactor rollout capacity: 👇 #Nuclear #AIInfrastructure #DataCenters #CleanEnergy #SMR #InvestorInsights"
@DevelopAll on X 2025-07-23 10:36:36 UTC XXX followers, 5047 engagements

"4/ ⚡ AI Infrastructure / Hardware Firms AI compute demands energy. These players build the infrastructure & may push for vertical integration or secure #SMR capacity: $SMCI Supermicro: $80B $NVDA Nvidia: $3.1T $AMD AMD: $270B $INTC Intel: $142B The more silicon they sell the more energy they need to run it. #AI #Energy #Nuclear #DataCenters #Infrastructure $OKLO #OKLO"
@DevelopAll on X 2025-07-23 12:49:58 UTC XXX followers, XXX engagements

"One of my longtime favorites $OKLO reminds me of $MP: $OKLO and $MP share the same playbook: 🔹 AI + infrastructure tailwinds (reactors for data centers magnets for GPUs) 🔹 Reshoring & national-security backing (DoD $$$ in both names) 🔹 Early but scalable tech that policy is pushing hard 🔹 Government-linked financing + ESG credibility Two different sectors one thesis: critical supply chains moving home. #AI #Infrastructure #Reshoring #longOKLO #longMP"
@DevelopAll on X 2025-07-17 12:39:25 UTC XXX followers, 1200 engagements

"With strong support from the Trump administration & a national #AI-driven energy urgency We may see #Oklos Aurora submission and NRC review accelerate beyond expectations. Faster approvals Faster deployment. Keep an eye on $OKLO 📈 Institutional interest will increase at this phase. +New orders would start coming in. #Nuclear #Energy #AI #SMR #AuroraReactor @oklo"
@DevelopAll on X 2025-07-24 12:48:03 UTC XXX followers, XXX engagements

"🚨 What Deutsche Bank Might Be Missing at XX PT on $MP @MPMaterials has hinted at further strategic agreements beyond #Apple and #DoD - possibly automotive OEMs AI/data center developers or foreign governments (e.g. India/Japan/Europe diversification). Their Fort Worth 10X #magnet facility is being pre-positioned for scale suggesting MP is preparing for multi-customer delivery - not just Apple. @GoldmanSachs and @jpmorgan may be intentionally quiet pre-pricing but could release updated coverage post-secondary close particularly if the deal is oversubscribed. JPMorgan & Goldmans Potential"
@DevelopAll on X 2025-07-18 09:55:46 UTC XXX followers, 1256 engagements

"@1ChartMaster Absolutely - tight inside day after a vertical move = textbook digestion (DoD + offering + Apple). Holding above 5EMA on declining volume with rising MACD = constructive. Break above $XXXXX and this wedge triggers continuation. Watching for it. $MP"
@DevelopAll on X 2025-07-25 02:28:07 UTC XXX followers, XXX engagements

"@Kaaayjaay @MPMaterials @theallinpod @chamath @Jason @DavidSacks @friedberg Yes James did really well the q's from Allin besties were right on the money & Chamath gave a nice intro. It's about execution now. DoD will open many doors and share the risk which is huge $MP 📈"
@DevelopAll on X 2025-07-24 07:20:37 UTC XXX followers, XX engagements

"This is what's going to happen maybe not in a straight line with some zigzags but this is where we're going so position Accordingly $OKLO 📈 PS not a financial advice use your judgment. This is what I *think & feel will happen"
@DevelopAll on X 2025-07-21 19:24:20 UTC XXX followers, 2574 engagements

"2. AI-Readiness Narrative This isnt just about clean energy - this is about powering AI. The message is clear: If youre building AI factories weve got a ready-to-deploy nuclear energy module built just for that. $OKLO + $VRT #nuclearenergy #oklo #ai #energy"
@DevelopAll on X 2025-07-22 11:09:01 UTC XXX followers, XXX engagements

"MP Materials $MP Q2 Earnings Incoming: A Strategic Setup 📅 Earnings Date: Thursday August X 2025 after market close Why this matters now: MPs last two months have been historic - from #Pentagon contracts to the Apple $AAPL supply chain signal $MP has gone from undiscovered to underestimated. The chart shows it but the earnings may cement it. This report wont just be about Q2 numbers its a referendum on: Execution on U.S. supply chain buildout NdPr separation progress at Mountain Pass Defense & tech partnerships scaling (Apple Lockheed DoD) Market's realization that rare earth independence ="
@DevelopAll on X 2025-07-22 12:05:58 UTC XXX followers, 1171 engagements

"Another big win for U.S. #nuclear - Palisades just got the green light ✅ If the government is moving this fast then $OKLO cant be far behind. The momentum is real. Approvals are flowing. Lets get Aurora online next 🔋⚛ #EnergyIndependence #AIpower"
@DevelopAll on X 2025-07-25 16:43:27 UTC XXX followers, XXX engagements

"2/ 🔷 Hyperscalers (Cloud / AI Titans) These giants are racing to secure clean uninterrupted power for AI and cloud buildouts: $MSFT Microsoft: $2.4T $AMZN Amazon: $1.7T $GOOG Alphabet: $1.8T $META Meta: $950B $ORCL Oracle: $300B All are building data centers. All are exploring advanced energy. These are Oklos anchor clients in the making. #AI #Energy #Nuclear #DataCenters #Infrastructure $OKLO #OKLO"
@DevelopAll on X 2025-07-23 12:46:56 UTC XXX followers, XXX engagements

"MP 3.0: Re-valuing $MP after Apple + DoD" X Apples $500M magnet deal & the Pentagons equity stake are not isolated headlines - they mark the beginning of MP XXX the next phase of U.S. rare-earth independence. Heres why the market is still underpricing $MP. $AAPL + #MP #RareEarth"
@DevelopAll on X 2025-07-15 20:38:38 UTC XXX followers, 5044 engagements

"Historic alignment: $AAPL capital + DoD equity puts $MP at the center of a US-controlled rare-earth magnet chain. Texas production and Mountain Pass recycling mean secure supply high-tech jobs and cleaner domestic output that replaces XX %+ of magnets we import from China. Big win for American manufacturing and national security. #MPMaterials #Apple #RareEarths #Reshoring #AmericanGrowth"
@DevelopAll on X 2025-07-16 04:47:15 UTC XXX followers, XX engagements

"@MPMaterials 🧠 Robotics & Automation Co's that NEED Rear Earth = $MP 🧲🪨 iRobot $IRBT Teradyne $TER Rockwell Automation$ROK Zebra Technologies$ZBRA Cognex$CGNX AeroVironment $AVAV L3Harris$LHX Honeywell $HON Amazon Robotics $AMZN"
@DevelopAll on X 2025-06-07 04:55:25 UTC XXX followers, XXX engagements

"Regulatory clarity narrative expansion. #Oklo isnt just building next-gen reactors - theyre now advancing in fuel recycling & #radioisotopes. This new dashboard gives real visibility into the buildout phase. Real company. Real stages. Real upside. $OKLO ⚛"
@DevelopAll on X 2025-07-18 18:28:47 UTC XXX followers, XXX engagements

"Barron's just covered the $Oklo Vertiv deal: A single gram of nuclear fuel contains 1M more energy than a gram of coal or oil. Oklo can deliver industrial-scale electricity + heat from a compact footprint - with zero carbon. This isnt just clean #energy. Its precision-built infrastructure for the AI era. Source: Barrons 7/22/2025 Article: @barronsonline @oklo $vrt"
@DevelopAll on X 2025-07-22 12:30:30 UTC XXX followers, XXX engagements

"@AlexYangBao @ConnorJBates_ Hopefully you're not sitting on short dated options. Otherwise you should be fine. i'm pretty certain this is short term shakeout and institutions are positioning at these levels because rerating is coming soon. Good luck"
@DevelopAll on X 2025-07-22 01:41:51 UTC XXX followers, XX engagements

"3/ 🏗 Data Center #REITs & Operators These are the landlords of the digital age & potential co-location partners for Oklo reactors: $EQIX Equinix: $70B $DLR Digital Realty: $40B $IRM Iron Mountain: $20B $AMT American Tower (owns CoreSite): $100B Expect these players to seek energy independence and carbon-free credibility. #AI #Energy #Nuclear #DataCenters #Infrastructure $OKLO #OKLO"
@DevelopAll on X 2025-07-23 12:48:23 UTC XXX followers, XXX engagements

"Been deep in the #nuclear space the past X months - not just trading charts but decoding the actual licensing mechanics behind companies like $OKLO. Most are flying blind. Here's how we mapped the next phase: 🧵👇"
@DevelopAll on X 2025-07-21 15:14:05 UTC XXX followers, 1212 engagements

"@MPMaterials 🌬 Wind Turbine Co's that NEED Rear Earth = $MP General Electric $GE American Superconductor$AMSC Broadwind$BWEN TPI Composites $TPIC Siemens $GCTAY Vestas Wind $VWDRY Nordex SE $NRDXF NextEra Energy $NEE Avangrid$AGR Pattern Energy Group $PEGI"
@DevelopAll on X 2025-06-07 04:48:09 UTC XXX followers, 3061 engagements

"This post re $OKLO turning #Waste into Power & into Revenue is even more relevant today. my #OKLO PT $82+ 📈"
@DevelopAll on X 2025-07-18 10:47:43 UTC XXX followers, XXX engagements

"4. Oklos Owner-Operator Advantage Because $Oklo owns & operates its plants they can customize energy delivery models create pricing flexibility and co-locate with data centers for unmatched efficiency. This is something traditional utilities cant offer. $NEE $ED $DUK $SO $AEP $EXC $D $ETR $PEG $XEL"
@DevelopAll on X 2025-07-22 11:22:09 UTC XXX followers, XXX engagements

"3/ 2025 Year-End Projection (5 months out) $OKLO @oklo COLA Phase X submitted Pre-construction begins at INL Early MOUs/LOIs with hyperscalers (OpenAI Microsoft) Est. Share Price: $55$90 Est. Market Cap: $8B$13B -2026 Year-End (1.5 years out) 🔹 Aurora-INL under active construction 🔹 Phase X NRC review in progress 🔹 First PPAs possible 🔹 HALEU supply developing Est. Share Price: $80$180 Est. Market Cap: $12B$27B -2027 Year-End (2.5 years out) ⚠ Inflection Point 🔺 First reactor goes live (Aurora-INL) 🔺 Revenue begins 🔺 Anchor clients likely onboarded (e.g. Microsoft) Est. Share Price:"
@DevelopAll on X 2025-07-23 10:47:56 UTC XXX followers, XXX engagements

"3. First-of-its-Kind Integration A tight energy + thermal control loop co-designed from day one - not bolted on as an afterthought. That means performance efficiency and minimal footprint - a major advantage in constrained data center real estate. $OKLO + $VRT 📈 @oklo #hyperscalers #nuclearenergy #enery #aiinfrastructure #ai #vertiv #oklo #DataCenter"
@DevelopAll on X 2025-07-22 11:12:48 UTC XXX followers, XXX engagements

"Great to see the AI Action Plan emphasize energy grid upgrades and deregulation - were bullish that this approach accelerates Oklos SMR deployment roadmap. ⚡ Aligning national policy with breakthrough infrastructure will power the next era of U.S. energy & AI competitiveness"
@DevelopAll on X 2025-07-24 13:26:39 UTC XXX followers, XX engagements

"1🧵 Oklos Growth Potential: Who Will Power Up With #Nuclear To understand how big $OKLO could become follow the power demand. The #energy-hungry future is already here & Oklo is aiming to deliver baseload zero-carbon power at the edge. Lets break it down sector by sector 👇"
@DevelopAll on X 2025-07-23 12:44:14 UTC XXX followers, 13.5K engagements

"7/ The big picture Nuclear isnt a story of months. Its a story of decades. This pullback is a filter. What remains will be institutional favorites - backed by regulation policy and demand math thats hard to argue with. #Nuclear #Energy #Uranium #ai #AIInfrastructure $LEU $OKLO $SMR $BWXT $CEG $MP $CCJ $NEE $VRT"
@DevelopAll on X 2025-07-22 16:44:08 UTC XXX followers, XXX engagements

"@oklo X. Investor Signal for $OKLO 📈 This move shows Oklos long-term vision: Theyre not just selling #energy. Theyre building energy ecosystems designed to scale across industries - starting with the most power-hungry sector on Earth"
@DevelopAll on X 2025-07-22 11:27:48 UTC XXX followers, XXX engagements

"2/ Context first. Centrus $LEU just got hit with analyst downgrades. The entire sector reacted - a familiar domino effect. Tax credit uncertainty added noise. But this isnt structural - its sentiment + technicals resetting after +200400% runs"
@DevelopAll on X 2025-07-22 16:37:59 UTC XXX followers, XXX engagements

"Citi Doubles Down on $OKLO Published July XX 2025 - Citi just raised its price target on Oklo from $XX to $XX citing confidence in the companys larger reactor design. This isnt just a technical tweak - its a fundamental unlock. The upgrade comes at a critical inflection point: 🔹 The NRC just advanced Oklos licensing process 🔹 Oklo signed a data center power partnership with Vertiv 🔹 Aurora reactors are being positioned not just as power sources but as scalable infrastructure for AI defense and industrial sectors Citis move reflects what weve been modeling internally for months: the market"
@DevelopAll on X 2025-07-22 11:43:59 UTC XXX followers, 2428 engagements

"6/ Re-rating moments ahead. * $OKLO licensing progress - COLA Phase X filing * $SMR Romania deal updates * $LEU potential government fuel contract * Energy bills moving in Congress All potential upside catalysts. #Nuclear #Energy #Uranium #AIInfrastructure $LEU $OKLO $SMR $BWXT $CEG $MP $CCJ $NEE $VRT"
@DevelopAll on X 2025-07-22 16:42:55 UTC XXX followers, XXX engagements

"🧠 Nvidia CEO Jensen Huang just said AI will create more millionaires in X years than the internet did in XX. Thats not hype - thats a blueprint. AI isnt coming. Its here. The question is: What will you do with it 👇 Must-watch breakdown from @heathahrens"
@DevelopAll on X 2025-07-25 12:20:13 UTC XXX followers, XXX engagements

"@MPMaterials 🚀 Todays history: Pentagon becomes MP Materials #1 shareholder anchoring a true U.S. rareearth supply chain. $400M equity + warrant XX% ownership 10yr price floor & magnet offtake $150M DoD loan + $1B from JPM/Goldman to fund 10X magnet plant (operational by 2028) Thats supplychain sovereignty in real time. 🛡"
@DevelopAll on X 2025-07-10 12:24:47 UTC XXX followers, XXX engagements

"9/ Position accordingly. This is not advice. Just research pattern recognition & experience. If youre long this is still one of the best setups of the decade. If youre building lets talk. DMs open. #Nuclear #Energy #Uranium #AIInfrastructure $LEU $OKLO $SMR $BWXT $CEG $MP $CCJ $NEE $VRT"
@DevelopAll on X 2025-07-22 16:50:47 UTC XXX followers, XXX engagements

"$MP is becoming a national blueprint- DoD-backed production bipartisan support and critical for U.S. supply chain resilience. This isn't just about rare earths. It's about American independence. #RareEarths #DoD #SupplyChainSecurity #MPMaterials"
@DevelopAll on X 2025-07-24 22:02:38 UTC XXX followers, 1006 engagements

"@AnalystKane916 Update on the fundamentals side: the $Oklo Vertiv $VRT ($48B) collaboration announced today could help validate that $85+ re-rating. It's an entire energy ecosystem being built for AI data infrastructure. Barrons coverage:"
@DevelopAll on X 2025-07-22 13:00:10 UTC XXX followers, XX engagements

"@FranVezz Agreed 100%. Volume fading just as price coils = controlled consolidation not exhaustion. If $MP clears $XX with volume next leg could come fast. Textbook prep for continuation"
@DevelopAll on X 2025-07-25 02:25:26 UTC XXX followers, XXX engagements

"Indeed - not just a chart setup its a full-spectrum thesis. With: Accelerating AI & data center demand Strategic positioning with $MP $LEU $SMR Deep DOE + OpenAI ecosystem links Regulatory traction + vertical integration $OKLO is building the infrastructure layer for the next compute wave"
@DevelopAll on X 2025-07-24 07:32:45 UTC XXX followers, 1969 engagements

"🧲 Rare-earth boom 🚀 As #MPMaterials scales U.S. mining & processing it's not just $MP stock that stands to gain: $CAT excavation & haul equipment $EPIAF drill & automation systems $SDVKY crushing screening digital mining tech Broader criticalminerals buildout also supports: $KMTUY $METSO $WEGRY This is a classic ecosystem trade- rare earths + machinery + tech = longterm infrastructure uplift"
@DevelopAll on X 2025-06-24 00:09:17 UTC XXX followers, XXX engagements

"$OKLO potential is just getting noticed. it's in pre-filing (which was mostly cleared) and as soon as the reactor approval goes on a docket the valuations of potential clients will start rolling in. Ex: Openai +Microsoft + Oracle to start with and continue buildup on gov't land which requires much less approval time. The administration has been pushing the #nuclear agenda hard. thus 📈+📈+📈 just imagine the move & pr post Openai / Sam Altman deal to start with. Good luck to All"
@DevelopAll on X 2025-07-24 08:02:43 UTC XXX followers, XX engagements

"Possibly a good entry $OKLO before a breakout into $70's then mid $XX. Fibonacci says $XX target. OKLO Verdict =⚡Disruptor🛠 Infrastructure Backbone / Nuclear Energy. #LongOKLO 📈"
@DevelopAll on X 2025-07-18 15:00:09 UTC XXX followers, 2352 engagements

"🧲MP Materials Expanding Economic Footprint📈 Quantifying the value $MP brings to US industry and the market share it is reclaiming from China By Roman Iospa / X @DevelopAll X. Why @MPMaterials matters MP Materials operates Mountain Pass the only integrated rare-earth mine and processor in North America and it is finishing a Texas plant that will produce and recycle up to XX XXX t per year of finished NdFeB magnets. Those magnets power everything from iPhones to Patriot missiles. Recent investments by the Department of Defense and $AAPL make MP a core node in the United States technology and"
@DevelopAll on X 2025-07-16 04:07:19 UTC XXX followers, 2397 engagements

"Valid take. But heres whats exciting technically re $OKLO X Breakout above $XXXXX confirms cup-and-handle X MACD cross on daily with positive histogram slope X Volume spike aligns with major bullish continuation patterns X Next resistances: $XXXXX then $XXXXX (previous highs) X. Clean base above 20EMA shows strong institutional accumulation $OKLO may consolidate a bit - but technicals & news flow say this might just be the Beginning of the move📈. Especially since the recent shakeout already took place"
@DevelopAll on X 2025-07-24 07:51:55 UTC XXX followers, XXX engagements

"FYI Public pre-application meeting is on July XX - $Oklo & NRC staff review remaining information gaps before the company files its Aurora COLA. Slides and a teleconference Q&A will post to ADAMS the same morning. X. Reg-risk read-through: If staff say the submission is complete for acceptance review the market immediately upgrades the probability of docketing"
@DevelopAll on X 2025-07-17 12:59:21 UTC XXX followers, XXX engagements

"@TraderJohnny_ Yes gaps over extensions new share offering /dilution. I was looking at my earlier charts and i'm not believing that I was still long. This asymmetric trade has been developing for a while. Thus such a springboard occurred. $MP still has plenty of room.📈"
@DevelopAll on X 2025-07-18 19:00:53 UTC XXX followers, XXX engagements

"1/ Nuclear Sector Pullback - or Setup Yes $LEU $SMR $OKLO $BWXT $CEG $UUUU are down. But heres what were really seeing beneath the red. This might not be a top it might be rotation before re-ignition. Lets dig in 🧵👇"
@DevelopAll on X 2025-07-22 16:35:49 UTC XXX followers, 3182 engagements

"Stellar thread from @RodDMartin - entrepreneur PayPal founding team member and CEO of Martin Capital - on why Apple + $MP = the beginning of Americas rare-earth comeback. Rods breakdown of Chinese supply risk and the strategic Texas-to-Mountain Pass loop is a must-read for anyone tracking critical minerals national security and U.S. industrial policy. #MPMaterials #Apple #RareEarths #Reshoring #SupplyChain"
@DevelopAll on X 2025-07-16 05:20:29 UTC XXX followers, 1297 engagements

"2/ Methodology RE $OKLO We modeled a five-year trajectory based on five key factors: PPR: Project Progress Rate DCAI: Data Center / AI Demand FSR: Fuel Supply Readiness DE: Deployment Efficiency MC: Market Capture Each year reflects real-world catalysts and assumptions. Ranges reflect execution risk. #Nuclear #AIInfrastructure #DataCenters #CleanEnergy #SMR #InvestorInsights"
@DevelopAll on X 2025-07-23 10:40:10 UTC XXX followers, XXX engagements

"Listen to James Litinsky CEO of @MPMaterials at ALLIN pod @theallinpod With @chamath @Jason @DavidSacks & @friedberg $MP"
@DevelopAll on X 2025-07-24 03:04:08 UTC XXX followers, XXX engagements

"Big move. Not just a headline - this one has serious depth. Barrons just published a great write-up on the $Oklo Vertiv $VRT partnership and what it means for powering AI & data infrastructure with advanced nuclear: This is the infrastructure layer for the AI era"
@DevelopAll on X 2025-07-22 12:44:22 UTC XXX followers, XXX engagements

"5/ 🔋 Energy Sector Partners / Integrators These firms could co-develop hybrid solutions with Oklo (gas + nuclear on-grid/off-grid cooling etc.): $VRT Vertiv (partnered): $30B $CEG Constellation Energy: $100B $LBRT Liberty Energy (partnered): $3B $TLNG Talen Energy: $8B With grid reliability in question baseload SMRs may become the default. #AI #Energy #Nuclear #DataCenters #Infrastructure $OKLO $MSFT $AMZN $GOOG $META $SMCI $EQIX $DLR $VRT $CEG"
@DevelopAll on X 2025-07-23 12:52:06 UTC XXX followers, XXX engagements

"$MP is outperforming today despite the recent $650m offering. The market absorbed it painlessly. Fantastic 📈"
@DevelopAll on X 2025-07-18 18:58:06 UTC XXX followers, 1134 engagements

"5/ Rotation Reversal. Were seeing a familiar cycle: Overbought indicators (RSI XX MACD diverging Bollinger Band spikes) Profit-taking on big winners Red days that scare retail Smart money scales back in - quietly #Nuclear #Energy #Uranium #AIInfrastructure $LEU $OKLO $SMR $BWXT $CEG $MP $CCJ $NEE $VRT"
@DevelopAll on X 2025-07-22 16:41:36 UTC XXX followers, XXX engagements

"🚨 THREAD: Why @MPMaterials just became a National Champion - and why my base $MP PT is now $80+ before Wall Street even recalculates. Buckle up. 👇"
@DevelopAll on X 2025-07-12 15:24:41 UTC XXX followers, 19.2K engagements

"Fair take Ryan - but you might be discounting the role of market sentiment + macro tailwinds here. Weve never seen this level of convergence: AI demand surge Energy security agenda Trump admin fast-tracking nuclear Public/private momentum (DoD DOE NRC) Sentiment moves ahead of execution & $OKLO is the poster child for this shift"
@DevelopAll on X 2025-07-25 03:00:57 UTC XXX followers, XX engagements

"@TheMarketBullAU @MPMaterials @IlukaResources @LynasRareEarths @NorthernMins @NewFrontierMin Absolutely - the Pentagons $MP deal is a wake-up call: the US cant de-risk magnets without Aussie feedstock. 🤝 Watch capital rotate into WA & NT names next $LYC $ILU $ARU $NTU $ASM - because Mt Weld Eneabba & Nolans are now mission-critical to both nations"
@DevelopAll on X 2025-07-11 11:17:02 UTC XXX followers, XXX engagements

"8/ Watching for the Snapback Technicals are cooling off. But keep an eye on: Oversold bounces Big block buys returning News-based gaps Earnings re-rates Insider buys It often starts with the quietest name. #Nuclear #Energy #Uranium #ai #AIInfrastructure $LEU $OKLO $SMR $BWXT $CEG $MP $CCJ $NEE $VRT"
@DevelopAll on X 2025-07-22 16:48:12 UTC XXX followers, XXX engagements

"Appreciate the perspective Ryan. Valid concerns nuclear isn't fast food. But heres whats different with $OKLO: ✅ DOE Site + Fuel Access ✅ NRC pre-app complete ✅ Backed by OpenAI Altman + Thiel ✅ Aurora design is factory-scalable ✅ Target clients need baseload NOW Cash burn Yes. But if even X hyperscaler converts its not a $400M story its a paradigm shift"
@DevelopAll on X 2025-07-25 02:20:11 UTC XXX followers, XXX engagements

"Solid chart work Donald. 💡 On the fundamentals side the $Oklo Vertiv $VRT collaboration announced today could help validate that $85+ re-rating. Were watching not just a cup & handle - but an entire energy ecosystem being built for AI data infrastructure. Barrons coverage:"
@DevelopAll on X 2025-07-22 12:57:36 UTC XXX followers, XXX engagements

"Great charting Avery. The setup is lining up with fundamentals too - Aurora-INL timeline intact Strategic clients circling (AI + data center load slowing down) Market still underpricing HALEU advantage & modular deployment Textbook meets tailwind. Lets see if the thesis plays out. $OKLO 📈 #OKLO #Nuclear #AIInfrastructure $OKLO $LEU $VRT $CEG"
@DevelopAll on X 2025-07-23 11:37:12 UTC XXX followers, XXX engagements

"Apples $500M commitment plus DoD equity turns $MP into the only end-to-end U.S. NdFeB magnet supplier + Texas output can replace most magnet imports so tech and ESG ETFs will need exposure. Valuation still treats the company like a raw minerthe re-rating is just starting. #MPMaterials #Apple #RareEarths #Reshoring #SupplyChain"
@DevelopAll on X 2025-07-16 06:38:16 UTC XXX followers, XX engagements

"$Oklo x Vertiv = A new energy stack for #AI Nuclear + modular cooling. Power and thermals co-designed. Aurora is no longer a concept - its a plug-and-play system for data center scale. Vertivs $VRT $48B credibility just validated what we already knew: Oklo isnt speculative its early"
@DevelopAll on X 2025-07-22 11:06:19 UTC XXX followers, 2693 engagements

"@The_RockTrading Oklo and Liberty Energy Launch Next-Generation Integrated Power Solution $OKLO + $LBRT 📈"
@DevelopAll on X 2025-07-23 12:11:40 UTC XXX followers, XX engagements