@FinanceMajor_23 Finance Major

Finance Major posts on X about $aspi, $nne, $skbl, $uuuu the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [------] +33%
[--] Month [-------] +126%
[--] Months [-------] +179%
[--] Year [---------] +52,533%

Mentions: [--] #

[--] Week [---] +2.80%
[--] Month [---] +48%
[--] Months [-----] +182%
[--] Year [-----] +12,236%

Followers: [-----] #

[--] Week [-----] +2.70%
[--] Month [-----] +8.60%
[--] Months [-----] +174%
[--] Year [-----] +8,367%

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

Social Influence

Social category influence stocks 70.67% finance 24.44% countries 4.89% technology brands 2.67% exchanges 1.33% financial services 0.89% cryptocurrencies 0.89% automotive brands 0.44% celebrities 0.44%

Social topic influence $aspi #1, $nne #7, $skbl #3, $uuuu #50, strong 6.67%, $nuai 5.78%, uranium #183, $oklo #49, business 4.89%, company 4.44%

Top accounts mentioned or mentioned by @piterloskot82 @originalrollo @stocksavvyshay @grindeoptions @nanonuclear @coinbase @byronn4561 @hedgeye @eliteoptions2 @unomasreactor @aspisotopes @justinramsburg @ashton1nvests @rblinkynyc @betabeaker @bitcointeddy @gmenaesthetics @terryfranconia @wolffinancial @speculatorio

Top assets mentioned ASP Isotopes Inc. (ASPI) NANO Nuclear Energy Inc. (NNE) Skyline Builders Group Holding Limited (SKBL) Energy Fuels Inc. (UUUU) Oklo Inc. (OKLO) Eos Energy Enterprises, Inc. (EOSE) NuScale Power Corporation (SMR) Denison Mines Corp (DNN) NexGen Energy Ltd. (NXE) Centrus Energy Corp. (LEU) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bloom Energy Corporation (BE) Fermi Inc. (FRMI) Uranium Energy Corp. (UEC) BWX Technologies, Inc. (BWXT) Coinbase Global Inc. (COIN) Cameco Corporation (CCJ) JPMorgan Chase (JPM)

Top Social Posts

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

"Majority of the team spending the day working on a new terminal application we are launching this spring. Initial market thoughts $ASPI $NNE $IMSR $OKLO just not much juice having a really tough time staying green. These names need time. $SKBL pretty good beatdown over the course of the week picking up some shares not a bad idea here. IMO https://twitter.com/i/web/status/2022326072470012095 https://twitter.com/i/web/status/2022326072470012095"
X Link 2026-02-13T15:04Z [----] followers, [---] engagements

"The most intriguing angle to $ASPI is the HALEU enrichment side of the company. $QLE slated for IPO in the near future could revenues surpass $50m by [----] absolutely. We expect far greater our base case. Below some snips from our most recent $ASPI scenario analysis"
X Link 2026-01-27T00:10Z [----] followers, [----] engagements

"$ASPI Renergen Updates Released Our full impact report this evening. Good to see end of month promise held as well"
X Link 2026-01-29T13:13Z [----] followers, [----] engagements

"Daily Nuclear & Uranium Market Recap Tough day across the board fund names took a huge hit. $ASPI and $UUUU get the worst of it. Overall these losses are attributed to macro price action thesis still strong. Report Below 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DML2S4R53n https://t.co/N03xGcBk8Y Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DML2S4R53n https://t.co/N03xGcBk8Y"
X Link 2026-01-29T23:22Z [----] followers, [----] engagements

"From our $ASPI Renergen Update report released last night. We see base-line $20m of revenue generated in [----] from Renergen we expect higher. Full report on the release here: https://seqhcapital.substack.com/p/aspi-renergen-update-and-impact-reportr=6fj5a0 https://seqhcapital.substack.com/p/aspi-renergen-update-and-impact-reportr=6fj5a0"
X Link 2026-01-31T00:06Z [----] followers, [----] engagements

"Major report this weekend is $NNE and their MOU with Ameresco. Announced earlier in January this will be a massive partnership and a great move for $NNE. - Provides direct access to $5.1B federal project backlog - Validates $NNE technology through proven EPC partner - Creates clear path to $337.5M revenue by [----] - Positions $NNE ideally in $57B TAM market Full report tomorrow: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2026-01-31T01:39Z [----] followers, [---] engagements

"Currently our highest conviction SMR related company $NNE. We've developed a visual to help understand their business structure below. Only thing not mentioned is LIS Technologies which will be reported on more in depth in the coming weeks"
X Link 2026-01-31T17:33Z [----] followers, [----] engagements

"Notable Nuclear Price Action report sent to clients and Substack. Free report for all $NXE $ASPI $LEU all mentioned. Tough week. Full report below 👇👇 Notable Nuclear Weekly Price Action FREE Report Available to all. Report: https://t.co/TRthv7dOeu https://t.co/jGquaOedEb Notable Nuclear Weekly Price Action FREE Report Available to all. Report: https://t.co/TRthv7dOeu https://t.co/jGquaOedEb"
X Link 2026-01-31T19:04Z [----] followers, [---] engagements

"24% YTD after a very tough macro week. Thesis still remains for all holdings some analytical points have changed overall no moves. $ASPI $UUUU we expect a bounceback week upcoming. $ASPI Renergen updates were excellent selloff was not caused by company operation. Our goal for the SEQH Model Nuclear Fund. Prove our model our team and our system. 40% YTD not too shabby trick is to continue growth and maintain. $ASPI $NNE $NUAI are our core growth with $CEG $BWXT securing the port. https://t.co/e1G2FfubtL Our goal for the SEQH Model Nuclear Fund. Prove our model our team and our system. 40% YTD"
X Link 2026-01-31T20:18Z [----] followers, [----] engagements

"$NNE Ameresco MOU Report and Forecast sent to clients and Substack. Very strategic advance by $NNE. Full report is below. 👇 $NNE Ameresco MOU Report and Forecast Update Full Release: https://t.co/sF91k7TG4D https://t.co/HiddpM1KI0 $NNE Ameresco MOU Report and Forecast Update Full Release: https://t.co/sF91k7TG4D https://t.co/HiddpM1KI0"
X Link 2026-01-31T23:11Z [----] followers, [---] engagements

"Model Fund Analysis Report coming this evening from last weeks price action. YTD return dropped to 23% from 40%. $ASPI $NUAI still leading the pack in a great spot here. Full Analysis tonight: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2026-02-01T17:15Z [----] followers, [---] engagements

"Quick weekend reading sent to all clients and Substack. Free to read and enjoy touching on nuclear for the upcoming week. Watching $ASPI $NNE $IMSR $LEU $UUUU very closely next week. Full read 👇👇 Weekend Reading Full Release: https://t.co/zlAJRqXTx5 https://t.co/gYsr6kAVKn Weekend Reading Full Release: https://t.co/zlAJRqXTx5 https://t.co/gYsr6kAVKn"
X Link 2026-02-01T18:07Z [----] followers, [---] engagements

"Quick $ASPI thought Peer math: $LEU at 5.5B mkt cap and 25.8x EV/Rev. If $QLE gets just 30% of LEUs multiple on our 285M [----] rev base case you still land in the low10figure valuation range. Obviously attainable to an extent"
X Link 2026-02-01T18:49Z [----] followers, [----] engagements

"Understanding the actual business structure of $NNE is critical to determining a thesis. Understand how they're building what they're trying to accomplish. Most interesting aspect will be space. Scenario Analysis: https://seqhcapital.substack.com/p/nano-nuclear-energy-nne-quantitativer=6fj5a0 Currently our highest conviction SMR related company $NNE. We've developed a visual to help understand their business structure below. Only thing not mentioned is LIS Technologies which will be reported on more in depth in the coming weeks. https://t.co/fe7nlURQM7"
X Link 2026-02-01T19:29Z [----] followers, [---] engagements

"@GrindeOptions $ASPI $NNE $IMSR"
X Link 2026-02-01T20:54Z [----] followers, [---] engagements

"Another really interesting pull from our $ASPI Quantitative Scenario Analysis Report last week. Riskreward skew: for every [--] turn of downside in our bear [----] case (1.49) base [-----] and bull [-----] offer +6.01 to +12.01 per share. Thats a convexity profile you rarely see in listed nuclear fuel equities. Something to keep in mind as we go forward in [----]. https://twitter.com/i/web/status/2018102311512617012 https://twitter.com/i/web/status/2018102311512617012"
X Link 2026-02-01T23:21Z [----] followers, [----] engagements

"@justin_ramsburg They havent disclosed and your guess is as good as mine but Id guess .5 shares $QLE for every $ASPI share. Just a guess"
X Link 2026-02-01T23:33Z [----] followers, [---] engagements

"Understanding the opportunity for $NNE even capturing such a small % of the overall SMR market. Sector math: SMR/microreactor market forecast 16B by [----]. If $NNE captures even lowsingledigit % of that TAM with ZEUS/ODIN the revenue line implied by todays 800900M EV looks conservative. Super Bull actually seems conservative when you understand this. https://twitter.com/i/web/status/2018118165750743225 https://twitter.com/i/web/status/2018118165750743225"
X Link 2026-02-02T00:24Z [----] followers, [---] engagements

"@Ashton_1nvests $ASPI"
X Link 2026-02-02T03:24Z [----] followers, [---] engagements

"Daily Nuclear & Uranium Market Recap sent to clients and Substack. $ASPI another tough day accumulating. Majority of nuclear watchlist red. Full recap 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Q2eluiBmOE https://t.co/riRESyksk6 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Q2eluiBmOE https://t.co/riRESyksk6"
X Link 2026-02-02T23:04Z [----] followers, [---] engagements

"$NNE Thoughts around positioning. Our fivescenario framework (Bear Super Bull) outputs a 58.45/share expected value built from discrete targets of [--] [--] [--] [--] and [--]. Bull + Super Bull scenarios alone carry 40% combined probability and anchor the upside skew. Understanding the opportunity for $NNE even capturing such a small % of the overall SMR market. Sector math: SMR/microreactor market forecast 16B by [----]. If $NNE captures even lowsingledigit % of that TAM with ZEUS/ODIN the revenue line implied by todays 800900M EV https://t.co/6EERahAs5S Understanding the opportunity for $NNE even"
X Link 2026-02-03T00:36Z [----] followers, [---] engagements

"Was listening to $NNE @nano_nuclear CEO Jay Yu on the Shawn Ryan Show today. Just a fantastic individual and it won't be a surprise to see the success of $NNE. It's a treat knowing the work ethic behind this company. Currently our highest conviction SMR related company $NNE. We've developed a visual to help understand their business structure below. Only thing not mentioned is LIS Technologies which will be reported on more in depth in the coming weeks. https://t.co/fe7nlURQM7 Currently our highest conviction SMR related company $NNE. We've developed a visual to help understand their business"
X Link 2026-02-03T01:47Z [----] followers, [---] engagements

"Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://seqhcapital.substack.com/p/strategic-importance-of-skbl-forr=6fj5a0 https://seqhcapital.substack.com/p/strategic-importance-of-skbl-forr=6fj5a0"
X Link 2026-02-03T13:41Z [----] followers, [----] engagements

"Daily Nuclear & Uranium Market Recap sent to clients and substack. Nice bounce day for $ASPI $NNE $UUUU among others. Report available to all for free. Access Below: 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/ToUqqoMu4U https://t.co/dFjtLZFeeM Daily Nuclear & Uranium Market Recap Full Release: https://t.co/ToUqqoMu4U https://t.co/dFjtLZFeeM"
X Link 2026-02-03T23:17Z [----] followers, [----] engagements

"Another long day for the Nuclear & Uranium Model fund still positive YTD. This is where conviction is tested. Still macro factors creating this price action rather than business operation. $ASPI $NUAI $UUUU taking a hit. Liking $SKBL as the hedge option"
X Link 2026-02-04T23:39Z [----] followers, [----] engagements

"Quick visual we threw together for our Model Nuclear & Uranium Fund at our firm. Holdings currently include $ASPI $NNE $NXE $UUUU and a few others. Reporting weekly most recent found here: Join and follow every move and analysis around each holding. https://seqhcapital.substack.com/p/weekly-model-nuclear-fund-updater=6fj5a0 https://seqhcapital.substack.com/p/weekly-model-nuclear-fund-updater=6fj5a0"
X Link 2026-02-05T00:22Z [----] followers, [---] engagements

"$NXE Scenario Analysis Report sent to clients and Substack. Continuing with forecasts for our model fund holdings. $NXE will prove to be a major player. Full report below 👇👇 $NXE Quantitative Scenario Analysis Full Release: https://t.co/KIJVuOjwfg https://t.co/sUkOaTYbRS $NXE Quantitative Scenario Analysis Full Release: https://t.co/KIJVuOjwfg https://t.co/sUkOaTYbRS"
X Link 2026-02-05T01:01Z [----] followers, [---] engagements

"Daily Nuclear & Uranium Market Recap sent to clients and substack. Another tough day. $ASPI back below $5 down 16% today along with $NUAI under $5 down 16% as well. $UUUU down 12% Our thesis hasn't changed. Full Report 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DNXlLLkBmJ https://t.co/XifoD41Meo Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DNXlLLkBmJ https://t.co/XifoD41Meo"
X Link 2026-02-05T23:22Z [----] followers, [----] engagements

"As we're seeing now building a stronger position in $SKBL is a hedge toward the remainder of the nuclear & uranium market. $SKBL up 3% the past week $ASPI down 22% the past week While not quite equal $SKBL holding that value. Report: https://seqhcapital.substack.com/p/strategic-importance-of-skbl-forr=6fj5a0 Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://t.co/pNCgBRQSpT https://t.co/7NRndvUQ2C https://seqhcapital.substack.com/p/strategic-importance-of-skbl-forr=6fj5a0 Building off"
X Link 2026-02-06T12:05Z [----] followers, [----] engagements

"$BE reported some strong earnings yesterday Revenue up 37% Cash flow positive at $113.9m Q4 revenue up 36% YoY Worth a look if you haven't yet. Our full report coming this weekend: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2026-02-06T13:34Z [----] followers, [---] engagements

"Daily Nuclear & Uranium Market Recap sent to clients and Substack. Nice bounce day for our nuclear watchlist and model fund. $ASPI $NNE $OKLO $SMR all with strong bounces. Full release below 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Vgi97TuGKi https://t.co/Pqtn37e88s Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Vgi97TuGKi https://t.co/Pqtn37e88s"
X Link 2026-02-06T23:23Z [----] followers, [---] engagements

"Happy with the bounce today needs to hold through next week as well. $ASPI up 12% along with $NNE and $OKLO in the same range. $SMR impressive 18% bounce. Notable is $SKBL didn't take as large a hit still even today"
X Link 2026-02-07T00:06Z [----] followers, [---] engagements

"Weekly Private Equity Edition sent to clients and Substack. Full report below 👇👇 Weekly Private Equity Edition Full Release: https://t.co/FzmMoZ4JoM https://t.co/xofplF6LYJ Weekly Private Equity Edition Full Release: https://t.co/FzmMoZ4JoM https://t.co/xofplF6LYJ"
X Link 2026-02-07T01:07Z [----] followers, [---] engagements

"@GrindeOptions $ASPI could quadruple"
X Link 2026-02-07T16:54Z [----] followers, [----] engagements

"@coinbase correct"
X Link 2026-02-07T16:55Z [----] followers, [--] engagements

"$BE earnings report coming later this afternoon. Some impressive revenue jumps resulting in $BE up around 13% at yesterday's open. Our forecast attached to this report as well"
X Link 2026-02-07T16:59Z [----] followers, [---] engagements

"Top movers from last week report sent to clients and Substack. Our free Saturday release. $ASPI $NNE $DNN included with forecasting. Full report below 👇👇 Top Movers From Last Week Report Free for all to enjoy. Full Release: https://t.co/5bxlqkP6pC https://t.co/JdqErZ9koi Top Movers From Last Week Report Free for all to enjoy. Full Release: https://t.co/5bxlqkP6pC https://t.co/JdqErZ9koi"
X Link 2026-02-07T17:37Z [----] followers, [---] engagements

"📈 DEMAND ACCELERATION Current reactor demand: [-----] tU/year (2024) New reactors coming online 2025-2028: China: [--] reactors (+18000 tU/yr demand) India: [--] reactors (+6500 tU/yr) Russia: [--] reactors (+2500 tU/yr) Other: [--] reactors (+5000 tU/yr) Total new demand by 2028: +32000 tU/yr But mine supply Growing at just 3000-5000 tU/yr annually"
X Link 2026-02-08T00:55Z [----] followers, [--] engagements

"⚠ THE DEFICIT PROJECTION 2024: Balanced (65000 tU supply = [-----] tU demand) 2025: [-----] tU deficit (using secondary inventories) 2026: [------] tU deficit 2027: [------] tU deficit 2028: [------] tU deficit Cumulative 2025-2028: [-----] tU shortfall (200M lbs U3O8) This is the largest structural deficit in nuclear history. Attach: Hand-drawn deficit chart or use data from UxC/Sprott https://twitter.com/i/web/status/2020300338864009355 https://twitter.com/i/web/status/2020300338864009355"
X Link 2026-02-08T00:55Z [----] followers, [--] engagements

"📊 INVENTORY COVERAGE RATIOS Utility uranium inventories: 2010: [---] years of forward coverage 2020: [---] years of coverage 2024: [---] years of coverage [----] projection: [---] years (minimum operating level) Producers are also tapped out: Cameco: Inventories down 40% since [----] Kazatomprom: Forward sold through [----] Sprott U.UN: Holding 65M lbs (off the market) There is no buffer left. https://twitter.com/i/web/status/2020300340705272275 https://twitter.com/i/web/status/2020300340705272275"
X Link 2026-02-08T00:55Z [----] followers, [--] engagements

"🏭 WHY SUPPLY CAN'T RESPOND You'd think high prices = new production right Wrong. Here's why: New mines take 10-15 years to permit & build Existing restarts (McArthur River Cigar Lake) add just [-----] tU/yr Kazakhstan production cuts: -10% output in [----] due to sulfuric acid shortages Niger coup impact: [-----] tU/yr offline (Orano operations) Even at $100/lb supply response is 5+ years away. https://twitter.com/i/web/status/2020300342852772087 https://twitter.com/i/web/status/2020300342852772087"
X Link 2026-02-08T00:55Z [----] followers, [--] engagements

"💰 THE PRICE MECHANISM Historical incentive price for new production: $60-70/lb Current spot: $80/lb But the marginal cost of new supply (greenfield projects): Arrow (NexGen): Requires $75-80/lb to justify capex Rook (Skyharbour): Requires $70-75/lb Other explorers: All need $70+/lb Long-term contract prices: $65-75/lb (lagging spot) Utilities need to restock at $80+ $100+ or blackouts. https://twitter.com/i/web/status/2020300345046347829 https://twitter.com/i/web/status/2020300345046347829"
X Link 2026-02-08T00:55Z [----] followers, [--] engagements

"🎯 THE PLAY The math is simple: Supply: Stagnant at best through [----] Demand: Growing 4-5% CAGR Deficit: 50M+ lbs by [----] Buffer: Being consumed NOW This is a 1990s-style uranium bull market setup. Tickers we're watching directly connected: $CCJ (Cameco) - only large-scale producer $NXE (NexGen) - best undeveloped deposit $SRUUF (Sprott) - physical uranium exposure $URG $UUUU - U.S. restart stories This is commodity supply/demand [---]. https://twitter.com/i/web/status/2020300346799636734 https://twitter.com/i/web/status/2020300346799636734"
X Link 2026-02-08T00:55Z [----] followers, [---] engagements

"If you missed the private equity report last night it's attached below. Our firm has some major upcoming announcements in the private sector coming in the next few weeks. Excited for $QLE $ASPI hoping to see an announcement soon. LIS Technologies with $NNE is another. Weekly Private Equity Edition Full Release: https://t.co/FzmMoZ4JoM https://t.co/xofplF6LYJ Weekly Private Equity Edition Full Release: https://t.co/FzmMoZ4JoM https://t.co/xofplF6LYJ"
X Link 2026-02-08T01:43Z [----] followers, [----] engagements

"Happy Super Bowl Sunday A couple research releases today: - SMR/MMR Reactor Types Analysis Report - Weekly Model Fund Analysis Report Lert's enjoy the day"
X Link 2026-02-08T14:45Z [----] followers, [---] engagements

"MMR/SMR Reactor Comparison Report sent to clients and Substack. Understanding how these reactors work is crucial to forming an investment thesis. $OKLO $SMR $NNE and how they affect $ASPI $IMSR type companies. Full report 👇 MMR/SMR Reactor Comparison Report Full Release: https://t.co/KxevhAJEFL https://t.co/BOM6Q8FJ6d MMR/SMR Reactor Comparison Report Full Release: https://t.co/KxevhAJEFL https://t.co/BOM6Q8FJ6d"
X Link 2026-02-08T18:44Z [----] followers, [---] engagements

"Daily Nuclear & Uranium Market Recap sent to clients and substack. Quick and free recaps everyday. Mixed bag today $ASPI $NNE barely red. Really good day for $UUUU Full report below 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Bm4ZsnBUwS https://t.co/KeoNkFYJmo Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Bm4ZsnBUwS https://t.co/KeoNkFYJmo"
X Link 2026-02-09T23:14Z [----] followers, [----] engagements

"Nice visual here on how exactly these nuclear reactors work. Where does the energy actually come from Think of $NNE $OKLO $SMR $BWXT $ASPI $IMSR and seeing where they fit in the process. Our reactor report yesterday: https://seqhcapital.substack.com/p/mmrsmr-reactor-comparison-reportr=6fj5a0 https://seqhcapital.substack.com/p/mmrsmr-reactor-comparison-reportr=6fj5a0"
X Link 2026-02-09T23:43Z [----] followers, [---] engagements

"@OriginalRollo Sorry just getting to this. Yea nothing disclosed yet personal educated guess. Somewhere between .25 and .5 shares per $ASPI share. Could be less"
X Link 2026-02-10T12:13Z [----] followers, [---] engagements

"@Byronn4561 Lower beta name nobody talks about $SKBL similar to $GIG (Hadron Energy SPAC). A lot more coming on $GIG and other private companies soon"
X Link 2026-02-10T12:14Z [----] followers, [---] engagements

"$NNE Q1 Business Update call announced for Feb [--]. We will be ready"
X Link 2026-02-10T13:55Z [----] followers, [---] engagements

"Red day for the model fund $ASPI $UUUU and $NNE hit the hardest. $SKBL $NUAI hardly red essentially flat. Still no change to the thesis or the model find positions. Full Report on the day below 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/NuYdhixbzo https://t.co/eoYd7eoPD1 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/NuYdhixbzo https://t.co/eoYd7eoPD1"
X Link 2026-02-10T23:13Z [----] followers, [---] engagements

"Wanted to touch a bit more in depth on $NNE specific reactor type as they currently are working on [--]. Quick visual below full report on each reactor coming later this week. Research volume picking up significantly into earnings for our full watchlist"
X Link 2026-02-10T23:41Z [----] followers, [---] engagements

"@RBlinkyNYC @coinbase Love the look. Use mine often"
X Link 2026-02-10T23:41Z [----] followers, [--] engagements

"@Beta_Beaker Time to take advantage"
X Link 2026-02-11T02:21Z [----] followers, [--] engagements

"@piterloskot82 I never saw them as a HALEU threat for $ASPI. $LEU a non factor in the space $ASPI will dominate HALEU I think LIS will be close behind"
X Link 2026-02-11T12:46Z [----] followers, [---] engagements

"Daily Nuclear & Uranium Market Recap sent to clients and substack. Watchlist ended the day mostly green after a tough start. $ASPI closed up 2% $UUUU up roughly 3% along with $DNN and $NXE. $SKBL down almost 9% expected after holding so well last week. Full Release 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/YqFusq9CRc https://t.co/Cnup8CEf3D Daily Nuclear & Uranium Market Recap Full Release: https://t.co/YqFusq9CRc https://t.co/Cnup8CEf3D"
X Link 2026-02-11T23:13Z [----] followers, [---] engagements

"$NNE Reactor Portfolio Analysis sent to clients and Substack. Report into the three reactor portfolio $NNE is currently building. Full report below 👇 $NNE Reactor Portfolio Analysis Full Release: https://t.co/5sWVcNopYz https://t.co/x8YIWqP0eQ $NNE Reactor Portfolio Analysis Full Release: https://t.co/5sWVcNopYz https://t.co/x8YIWqP0eQ"
X Link 2026-02-12T00:55Z [----] followers, [---] engagements

"Morning numbers for the Model Nuclear Fund. $UUUU and $ASPI decent early deadlines upcoming for $QLE should be interesting PA for both $ASPI and $SKBL Our full report coming tonight on $LEU earnings and resulting price action"
X Link 2026-02-12T12:46Z [----] followers, [---] engagements

"Most analysts run a simple DCF on uranium production. That misses the point entirely. $UUUU has three distinct value engines each with asymmetric upside. We value each segment independently risk-weight the optionality and sum the parts"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"$UUUU produced 1M+ lbs of finished U3O8 in [----] beating guidance by 11%. Mining rate is now 2M lbs/yr from Pinyon Plain and La Sal expected to hold through [----]. The company has signed new long-term contracts projecting 780K880K lbs in deliveries for [----] with additional spot and term sales on top. https://twitter.com/i/web/status/2021941939453514036 https://twitter.com/i/web/status/2021941939453514036"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"Uranium spot is $89/lb as of Feb [--] up 31% YoY with futures touching $100+ in January. The structural deficit thesis is playing out AI-driven power demand plus policy tailwinds under the Trump administration are tightening the market"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"Bull run-rate (2028E): 3M lbs at $120/lb $32/lb all-in cost = $264M EBITDA At 10x EV/EBITDA (mid-tier producer cycle multiple) PV'd back [--] years at 12%: Uranium Core = $2105M"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"This is where the real alpha lives. $UUUU January [----] Bankable Feasibility Study confirmed: Phase [--] NPV: $3.7 billion Annual EBITDA at full scale: $765M CAPEX: only $410M All-in NdPr production cost: $29.39/kg first quartile globally competitive with China Capacity to supply 45% of total U.S. rare earth demand by [----]. https://twitter.com/i/web/status/2021941944264327334 https://twitter.com/i/web/status/2021941944264327334"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"$UUUU is the only U.S. company producing heavy rare earths (Dy Tb) from mined ore. Commercial-scale production is targeted for Q4 [----]. They've already signed an MOU with Vulcan Elements for a domestic magnet supply chain independent of China"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"At full mine portfolio capacity (5M lbs) and $120+ uranium which the structural deficit supports you're looking at $33+ NAV/share or 50% upside"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"Key Catalysts Uranium spot sustained $100/lb on structural deficit + AI power demand Q4 [----] commercial Dy/Tb production first U.S. heavy REE output in years [--------] long-term contract deliveries ramping Phase [--] REE circuit 45% of U.S. demand by [----] Zero debt balance sheet = patient capital for scaling https://twitter.com/i/web/status/2021941952598491367 https://twitter.com/i/web/status/2021941952598491367"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"The market gives you the uranium business at a fair price and hands you a probability-weighted $1.3B+ rare earth call option essentially for free. UUUU isn't just a uranium miner. It's the only company building a vertically integrated U.S. critical minerals platform uranium heavy rare earths vanadium and medical isotopes all from a single permitted mill with no debt. The valuation math says this is still cheap"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"$UUUU has a substantial position in our Model Nuclear Fund. You can get weekly updates on the fund along with high-data analytics around nuclear & uranium equities here: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"@Hedgeye As long as population continues to increase healthcare jobs will rise"
X Link 2026-02-12T16:38Z [----] followers, [--] engagements

"@Bitcoin_Teddy [--] type of market crash would also potentially cut your investments in half no Its all relative"
X Link 2026-02-12T17:27Z [----] followers, [---] engagements

"@StockSavvyShay $JPM really trying to scare people into selling so they can scoop up shares much cheaper. When you see this stuff always remember banks arent your friend"
X Link 2025-04-04T22:27Z [----] followers, [---] engagements

"$ASPI Income Statement thoughts. $63M loss is a non-cash derivative mark from a rising stock when converts finish rolling off that line flips to a $60M GAAP gain on zero extra sales. R&D at 75-136% of rev has already yielded 50% gross margin; SG&A is fixed $7M qtrly so at only $5M rev the model prints $1M EBITDA an 80% incremental fall-through no screen yet prices in. Not to mention obvious positive 9.1% revenue growth"
X Link 2025-09-26T22:15Z [----] followers, [----] engagements

"$ASPI and QLE deal to acquire One30Seven report sent Some things to keep in mind: At a [--] % CAGR ion-trap TAM $170 M Ba-137 sales NPV alone repays the deal [--] over. [--] % Mini + [--] % Midi/Maxi success odds yield a $4.3 M expected earn-out handing shareholders a free call on the $44 B DOE waste pool. Also a necessary move for $ASPI and QLE to demonstrate their intent to address waste. A major regulatory win. Full Report: https://open.substack.com/pub/seqhcapital/p/aspi-quantum-leap-energy-acquisitionr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-23T23:32Z [----] followers, [----] engagements

"$SKBL price action quick thought. $SKBL rips 20% today pushing over $4 resistance extremely fast. Meanwhile $ASPI take a dip 10%. (bought more) An angle to view this price action: 20% move today was a classic microcap float squeeze $SKBL has almost no institutional holders just 1.25% ownership and with only about [--] million tradeable shares and heavy short interest it doesnt take much volume to launch a technical rally. 3x-4x normal volume today shows bigger investors are finally snapping up available shares that were left behind after the crazy swings in price action from recent months."
X Link 2025-11-04T00:09Z [----] followers, [----] engagements

"Quick thoughts on $ASPI and $SKBL price action today. - $ASPI holds flat after a nice jump in pre-market. - Investor event in South Africa this week and earnings next week. Tons of impact. - $SKBL $4 range is the area that needs to hold. - Also flat in after-hours similar to $ASPI. - $ASPI events will show impact for $SKBL as well. Two massive weeks coming up for these tickers $FRMI as well keep eyes on both"
X Link 2025-11-11T00:06Z [----] followers, [----] engagements

"$DNN Valuation and Forecast Updates Report sent to clients and substack. Full report attached below. Raising PT on $DNN with recent DOE news surrounding uranium. Full Report: https://open.substack.com/pub/seqhcapital/p/denison-mines-valuation-report-andr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/denison-mines-valuation-report-andr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-18T18:48Z [----] followers, [---] engagements

"Model Nuclear Portfolio opening with $SKBL and $UUUU leading the way. Quantitative Scenario Analysis Report on $UUUU coming after hours this evening. Continue monitoring $ASPI and $NUAI as well. Our most recent fund positioning update below. 👇 Weekly Model Nuclear & Uranium Fund Analysis Report Current YTD Return: 38% Top Performer: $NUAI Full Release: https://t.co/TxjPmucPEv https://t.co/FE7oZ8dUsn Weekly Model Nuclear & Uranium Fund Analysis Report Current YTD Return: 38% Top Performer: $NUAI Full Release: https://t.co/TxjPmucPEv https://t.co/FE7oZ8dUsn"
X Link 2026-01-26T14:09Z [----] followers, [----] engagements

"Quiet beast $SKBL holding trend as well a bit better than other names. $SKBL price action sees almost inverse nuclear/uranium movement. Excellent to have in a nuke portfolio. Thematic Price Action Report coming this weekend. http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2026-01-27T14:03Z [----] followers, [---] engagements

"Research being published this week: $ASPI Relationship Analysis to $QLE and $SKBL LIS technologies Inc. Discovery Report $NUAI Scenario Analysis $NNE Ameresco Highlight Analysis Big week January flew by big deadlines coming quick. Access here: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2026-01-28T15:24Z [----] followers, [---] engagements

"$ASPI $QLE $SKBL Graphic we recently put together to help better understand how these companies connect. $QLE will be interesting to see how IPO and HALEU deadlines pan out. TerraPower made it clear $ASPI was the only company who could meet their timeline and demand"
X Link 2026-01-29T23:36Z [----] followers, [----] engagements

"Daily Nuclear & Uranium Market Update sent to clients and substack. $ASPI $UUUU lead losers again today even with spot at highs. $SKBL only green name in the model fund heavy macro pressure. Full report below 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/wtLY4lwJq5 https://t.co/T4nROrEarQ Daily Nuclear & Uranium Market Recap Full Release: https://t.co/wtLY4lwJq5 https://t.co/T4nROrEarQ"
X Link 2026-01-30T23:16Z [----] followers, [---] engagements

"Another tough day for the fund still sitting up roughly 23% YTD. Increased macro pressure thesis on all underlying companies still strong. $ASPI leading the losers over the last two days. $SKBL holding up well. Weekly Fund Analysis Report coming tomorrow"
X Link 2026-01-30T23:36Z [----] followers, [----] engagements

"The opportunity to grab $SKBL below $3 is perfect accumulation phase for owning this stock. $SKBL has a nonbinding LOI to acquire SuperCritical which holds an exclusive U.S. government license for seawater uranium and critical metals extraction technology developed at DOEs PNNL. $12B critical mineral stockpile announced this morning. https://twitter.com/i/web/status/2018318621634674850 https://twitter.com/i/web/status/2018318621634674850"
X Link 2026-02-02T13:40Z [----] followers, [----] engagements

"Report coming tonight: The Strategic Importance of $SKBL Critical minerals stockpile news is massive for $SKBL Report released here tonight: http://seqhcapital.substack.com The opportunity to grab $SKBL below $3 is perfect accumulation phase for owning this stock. $SKBL has a nonbinding LOI to acquire SuperCritical which holds an exclusive U.S. government license for seawater uranium and critical metals extraction technology developed at DOEs https://t.co/d2IpJ5mrYr http://seqhcapital.substack.com The opportunity to grab $SKBL below $3 is perfect accumulation phase for owning this stock."
X Link 2026-02-02T22:07Z [----] followers, [---] engagements

"Strategic Importance of $SKBL for $ASPI $SKBL presenting a massive opportunity to enter under $3. Full report 👇 Strategic Importance of $SKBL for $ASPI Full Release: https://t.co/K8BGFtONhq https://t.co/ZA3QFrsC9i Strategic Importance of $SKBL for $ASPI Full Release: https://t.co/K8BGFtONhq https://t.co/ZA3QFrsC9i"
X Link 2026-02-03T01:05Z [----] followers, [---] engagements

"$SKBL the quiet beast that will diversify and make $ASPI even greater. Understanding how $SKBL fits into the $ASPI picture and what their specialty will be. Full report is below along with a great visual. Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://t.co/pNCgBRQSpT https://t.co/7NRndvUQ2C Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://t.co/pNCgBRQSpT https://t.co/7NRndvUQ2C"
X Link 2026-02-03T23:31Z [----] followers, [---] engagements

"Upcoming weekend reports: $SKBL Quantitative Scenario Analysis Weekly Model Nuclear Fund Analysis Report $BE Earnings Report and Forecast SMR Reactor Type Comparison Report Tons of info everything released here: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2026-02-07T15:20Z [----] followers, [---] engagements

"$BE Earnings Report and Forecast sent to clients and Substack. Very strong report Full report below 👇👇 Bloom Energy $BE Earnings Report and Forecast Full Release: https://t.co/Gklj23u48H https://t.co/nvIbDJ8fxg Bloom Energy $BE Earnings Report and Forecast Full Release: https://t.co/Gklj23u48H https://t.co/nvIbDJ8fxg"
X Link 2026-02-07T19:36Z [----] followers, [---] engagements

"Circling back to $ASPI today in the office. As we note in our most recent report. The planned spinoff and IPO of Quantum Leap Energy is the central valueunlocking catalyst in our thesis. $QLE revenue of [--] million dollars by [----] valued at 25x revenue implies a [----] billion dollar standalone valuation. This scenario points to roughly 70% upside in combined shareholder value versus $ASPI current market cap. https://twitter.com/i/web/status/2020581900222611570 https://twitter.com/i/web/status/2020581900222611570"
X Link 2026-02-08T19:34Z [----] followers, [----] engagements

"Weekly Model Nuclear Fund Analysis sent to clients and Substack. Tough week for nuclear and uranium tickers. Our fund was not immune. $SKBL held up well. $ASPI $NNE $UUUU took a beating Friday bounce was strong. Full report below 👇👇 Weekly Model Fund Analysis Report Full Release: https://t.co/tXzgYdFktW https://t.co/wgnNjjVSd4 Weekly Model Fund Analysis Report Full Release: https://t.co/tXzgYdFktW https://t.co/wgnNjjVSd4"
X Link 2026-02-08T22:05Z [----] followers, [---] engagements

"On a longer-term basis here with a comparison between $ASPI and $URA 1-year term rather than 1-month. = [-----] For every 1% URA moves $ASPI moves 1.32%. This is leveraged uranium beta WITHOUT leverage fees Pearson R = [-----] R = [-----] Correlated enough to ride the uranium wave but 67% of variance is $ASPI-specific alpha = [------] Near-zero negative alpha over a FULL YEAR $ASPI hasn't structurally underperformed it's been cyclically compressed 120-day rolling correlation just spiked to [-----] highest level since tracking began in Jan '25 sector convergence is locking in $ASPI/ $URA ratio collapsed"
X Link 2026-02-08T23:17Z [----] followers, [----] engagements

"$SKBL Quantitative Scenario Analysis sent to clients and substack. Extra emphasis here on relationship with $ASPI updated price targets on $SKBL as well. Phenomenal critical minerals option to go with $ASPI holding. Full release 👇👇 $SKBL Quantitative Scenario Analysis Full Report: https://t.co/XVEet53ija https://t.co/uqiQ3Zf1E5 $SKBL Quantitative Scenario Analysis Full Report: https://t.co/XVEet53ija https://t.co/uqiQ3Zf1E5"
X Link 2026-02-10T00:57Z [----] followers, [----] engagements

"Yea their seawater extraction model changes the traditional capex/opex calculus significantly especially when you layer in the DOE LPO financing angle. Uranium price floor only amplifies the upside. The $ASPI relationship is the connective tissue between $QLE enrichment tech and SuperCritical's extraction you're looking at a vertically integrated domestic fuel cycle thesis. Super exciting. https://twitter.com/i/web/status/2021364540965892534 https://twitter.com/i/web/status/2021364540965892534"
X Link 2026-02-10T23:23Z [----] followers, [---] engagements

"Model nuclear fund update per our release on Sunday. $NUAI still leading our performance at 70% $UUUU and $DNN close behind. Uranium performing well which we expect to continue. Expect $ASPI to lead this chart by EOY"
X Link 2026-02-11T01:37Z [----] followers, [----] engagements

"Tough price action for $OKLO today. $OKLO made our list of top reactor developers to watch in [----]. However see much more upside potential in $NNE or $SMR. At $60 $OKLO is definitely attractive. Entry into the fund is on our radar. $IMSR more than likely our next add"
X Link 2026-02-12T01:47Z [----] followers, [---] engagements

"Segment [--] - Strategic Asset Base $215M working capital zero debt 1.31M lbs U3O8 inventory = $117M at spot 905K lbs V2O5 inventory Medical isotope pipeline (Ra-226/228) early stage option value National security moat: only vertically integrated U.S. uranium + REE producer Strategic Assets = $614M https://twitter.com/i/web/status/2021941949083558390 https://twitter.com/i/web/status/2021941949083558390"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"@piterloskot82 Theyre loading up for something"
X Link 2026-02-12T17:44Z [----] followers, [---] engagements

"$LEU down 25% in a week. Earnings were released this week. Our report on $LEU earnings and resulting price action will be released tonight. Not a current fund holding but a leader in the nuclear space. Report accessible here: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2026-02-12T18:12Z [----] followers, [---] engagements

"$COIN Looks like earnings are a sell event cant move any crypto within the app tough day for $COIN holders today"
X Link 2026-02-12T21:12Z [----] followers, [---] engagements

"IMO $NNE should be getting a lot more love on X. They're developing [--] reactors two of which targeted toward space which is a niche not exploited heavily. While also building LIS Tech having Isotope enrichment in-house. They'll be dangerous. $NNE Reactor Portfolio Analysis Full Release: https://t.co/5sWVcNopYz https://t.co/x8YIWqP0eQ $NNE Reactor Portfolio Analysis Full Release: https://t.co/5sWVcNopYz https://t.co/x8YIWqP0eQ"
X Link 2026-02-12T22:00Z [----] followers, [---] engagements

"Daily Nuclear & Uranium Market Recap sent to clients and Substack. Another tough one $ASPI $UUUU $NNE $DNN $NXE all red on essentially no news. Thesis stands. Full recap below 👇👇 Daily Nuclear & Uranium Market Recap sent to clients and substack. Full Release: https://t.co/6ecjfwXKuM https://t.co/ssK6Cz9XdT Daily Nuclear & Uranium Market Recap sent to clients and substack. Full Release: https://t.co/6ecjfwXKuM https://t.co/ssK6Cz9XdT"
X Link 2026-02-12T22:50Z [----] followers, [---] engagements

"$ASPI Tech-Economic Report: QE/ASP vs. Legacy Enrichment sent to clients and Substack. Regardless of price action understand what we have here. Full report below. 👇 $ASPI Tech-Economic Report: QE/ASP vs. Legacy Enrichment Full Release: https://t.co/aCykRDg8hy https://t.co/UwNQ7daxWU $ASPI Tech-Economic Report: QE/ASP vs. Legacy Enrichment Full Release: https://t.co/aCykRDg8hy https://t.co/UwNQ7daxWU"
X Link 2026-02-14T20:50Z [----] followers, [---] engagements

"Swinging back to $SKBL this morning. Recent news February [--] $SKBL closed a concurrent private placement of Series B Preferred Shares raising approximately $31.59 million in gross proceeds. A ton going on here. Very good mineral option with $ASPI and $QLE ties to nuclear. Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://t.co/pNCgBRQSpT https://t.co/7NRndvUQ2C Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can"
X Link 2026-02-15T14:56Z [----] followers, [---] engagements

"Valuation Math Thread on $UUUU One of the most mispriced assets in the uranium/critical minerals space. The market is pricing this as a single-commodity miner when it's actually a vertically integrated U.S. uranium + rare earth platform with zero debt and multiple embedded call options on national security commodities. Here's the math. https://twitter.com/i/web/status/2021941935057891729 https://twitter.com/i/web/status/2021941935057891729"
X Link 2026-02-12T13:38Z [----] followers, [---] engagements

"Our most in-depth $ASPI Quantitative analysis to-date. A dive into potential scenario outcomes and forecasting into [----]. Updated report coming within the next two weeks. The full PDF report has been unlocked for all to view. Read Here: https://open.substack.com/pub/seqhcapital/p/asp-isotopes-quantitative-scenarior=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/asp-isotopes-quantitative-scenarior=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-08T00:04Z [----] followers, [----] engagements

"Top [--] Reactor Developers to Watch in [----] sent to clients and Substack. Huge release for our firm youll find $NNE $OKLO $SMR atop the list. $IMSR as well. This will be the basis of multiple reports and research over the coming weeks. Report below 👇👇 Whitepaper: Top [--] Reactor Developers to Watch in [----] Full Release: https://t.co/HVgwDzSzv1 https://t.co/FV60BlHUdp Whitepaper: Top [--] Reactor Developers to Watch in [----] Full Release: https://t.co/HVgwDzSzv1 https://t.co/FV60BlHUdp"
X Link 2026-02-11T00:40Z [----] followers, [----] engagements

"Top names our institutional clients have inquired about as of late: - Nano Nuclear Energy $NNE - ASP Isotopes $ASPI - LIS Technologies - Hadron Energy $GIG I'd say more inquiries about private nuclear than public. More private nuclear company reports to come"
X Link 2026-02-11T23:41Z [----] followers, [----] engagements

"@Gmen_Aesthetics Pretty true"
X Link 2026-02-13T17:27Z [----] followers, [--] engagements

"A name coming across our desk a lot lately $IMSR Thinking we see some addition DOE finding on top of what they've already received. A diamond in the rough"
X Link 2026-02-08T00:53Z [----] followers, [----] engagements

"We blend Phase [--] near-term value (80% probability $1440M) with Phase [--] full-scale PV (55% probability $1293M): Rare Earth Segment = $1352M"
X Link 2026-02-12T13:38Z [----] followers, [--] engagements

"@TerryFranconia Wild feel like sports betting is growing by the minute"
X Link 2026-02-13T21:01Z [----] followers, [----] engagements

"@WOLF_Financial Shouldnt take 2-3 months to analyze with the tools available today plus a team"
X Link 2026-02-13T03:48Z [----] followers, [----] engagements

"Daily Nuclear & Uranium Market Recap sent to clients and Substack. Better day $ASPI essentially gave back all gains into close $NNE same. $SPY also gave back all gains into close. Full recap below 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DP95nJ7UTt https://t.co/rMQ7Hjfanr Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DP95nJ7UTt https://t.co/rMQ7Hjfanr"
X Link 2026-02-13T22:55Z [----] followers, [---] engagements

"Circling back to our reactor types report last night. Nice visual here to aid the report note $RYCEY $SMR $OKLO and TerraPower which has an agreement with $ASPI. Note other HALEU operators which could be potential targets for $ASPI as well"
X Link 2026-02-09T14:43Z [----] followers, [----] engagements

"Top [--] Reactor Developers to Watch in [----] Sent this out to our client list early this week. $SMR $NNE $OKLO $IMSR Would add $LTBR Whitepaper: Top [--] Reactor Developers to Watch in [----] Full Release: https://t.co/HVgwDzSzv1 https://t.co/FV60BlHUdp Whitepaper: Top [--] Reactor Developers to Watch in [----] Full Release: https://t.co/HVgwDzSzv1 https://t.co/FV60BlHUdp"
X Link 2026-02-14T00:59Z [----] followers, [---] engagements

"Lets get ahead today. ONE extremely in-depth $ASPI report coming today. A month in the making. - $ASPI Tech-Economic Report: QE/ASP vs. Legacy Enrichment. Technical costcurve study comparing ASP/QE vs centrifuge/SILEXtype and other laser processes. DO NOT MISS THIS"
X Link 2026-02-14T14:54Z [----] followers, [----] engagements

"This will be the most in-depth dive into the technology economics around $ASPI we've ever released to retail. Notable: 35% cost advantage over baseline and At $15529/kgU QE's estimated cost lands well under the $18000/kg price point considered necessary"
X Link 2026-02-14T18:30Z [----] followers, [----] engagements

"From our $ASPI report yesterday. Hypothetical HALEU QE plant offers massive scale A $100M facility producing [--] MTU/yr could generate $360400M/yr in revenue with a break-even under [--] year. Representing a potential 4x annual return on invested capital and dwarfing the economics of traditional centrifuge plants that cost billions for comparable output. Not so much worried about results rn rather opportunity. Rather not see $ASPI rush anything to delivery. https://twitter.com/i/web/status/2023102498966323569 https://twitter.com/i/web/status/2023102498966323569"
X Link 2026-02-15T18:29Z [----] followers, [----] engagements

"@Speculator_io Correct. So can one bear market"
X Link 2025-09-11T22:38Z [----] followers, [----] engagements

"Some big $ASTS news this morning partnership with Vodafone Idea (Vi). Why does it matter 👇 [--]. AST SpaceMobiles direct-to-smartphone satellite technology into the hands of over a billion potential users. [--]. India's addressable market is MASSIVE. [--]. Other market opportunity due to India being a high-profile proof of concept. This is huge for $ASTS"
X Link 2025-06-18T11:28Z [----] followers, [----] engagements

"I bought an entry position today $6.57 is my cost bought at what I personally thought was a good technical entry. I am excited and happy to be a part of $EOSE investors Not looking to trade this short term I am in for the long haul. Very early in my opinion"
X Link 2025-05-13T22:59Z [----] followers, [----] engagements

"I've completed my research into $EOSE after running through my models and studying the fundamentals I will be entering a small position in the near future. $EOSE is just getting started. My full thoughts in my Sunday Special newsletter release 👇 https://finances-newsletter-080a3d.beehiiv.com/p/eos-energy-enterprises-inc-eose-full-analysis https://finances-newsletter-080a3d.beehiiv.com/p/eos-energy-enterprises-inc-eose-full-analysis"
X Link 2025-05-11T22:15Z [----] followers, [----] engagements

"@neilcybart No black titanium is wild"
X Link 2025-09-09T20:42Z [----] followers, 15.4K engagements

"NEWSLETTER SENT Analysis on $ASTS I first reported on this name when I purchased at $30 a few weeks ago. The number one thing sticking out to me currently cash on hand and cash runway. 12+ months of cash runway at current burn rates. 👇 https://finances-newsletter-080a3d.beehiiv.com/subscribe https://finances-newsletter-080a3d.beehiiv.com/subscribe"
X Link 2025-06-16T22:15Z [----] followers, [----] engagements

"$CIFR thoughts. There's more to this story than the financials tell. Have to get qualitative with this name. $CIFR Q4-24 gross margin spiked to 128% because it mined [----] BTC but only [---] appear in COGS Texas grid curtailment credits + demand-response rebates are booked as negative cost so every MW curtailed drops cash opex by $0.9 M; street models treat this as one-off but ERCOT expects 3-4 GW of new data-center load by [----] making the rebate recurring and worth $40 M/yr at current pricing adds $0.15 EPS nobody models. Qualitative kicker: $CIFR is the only listed miner with an in-house 300"
X Link 2025-10-01T23:32Z [----] followers, [----] engagements

"@BoringBiz_ $2B deal created in [--] messages 😂 Networking is such an under appreciated asset"
X Link 2025-06-21T17:21Z [----] followers, 27.2K engagements

"From the newsletter with $ASTS analysis this week. Add the massive announcement today about the partnership with Vodafone Idea. $ASTS making a strong case as a must-buy. Whole article here : https://finances-newsletter-080a3d.beehiiv.com/subscribe https://finances-newsletter-080a3d.beehiiv.com/subscribe"
X Link 2025-06-18T23:14Z [----] followers, [----] engagements

"$ASTS pushing $51 today. Really good couple weeks for this name tons of talk now Still very early IMO NEWSLETTER SENT Analysis on $ASTS I first reported on this name when I purchased at $30 a few weeks ago. The number one thing sticking out to me currently cash on hand and cash runway. 12+ months of cash runway at current burn rates. 👇 https://t.co/GPxPkXhgOf https://t.co/TOzLwFZVEw NEWSLETTER SENT Analysis on $ASTS I first reported on this name when I purchased at $30 a few weeks ago. The number one thing sticking out to me currently cash on hand and cash runway. 12+ months of cash runway"
X Link 2025-06-24T09:19Z [----] followers, [----] engagements

"Some morning $ASPI news A quick recap full dive to come later. - QLE eligible for UK regulatory pathway HALEU focus. - DESNZ/ONR early engagement for new nuclear projects. - Site licence environmental permit preparations underway. - Goal: First HALEU supplier for UKs advanced reactors. - Regulator engagement long-term licensing timeline decade possible. - Rich Deakin hired: SVP/MD UK Strategic Projects. - Strategic for UK energy security net-zero transition. - Supports $ASPI global expansion in nuclear/advanced fuels. - Ongoing demand: quantum/medical isotopes and Uranium-235. - Accelerates"
X Link 2025-11-05T13:16Z [----] followers, 17.8K engagements

"Another interesting angle we discovered a few weeks back. Note: $CCJ now backed by United States Gov. and new partnerships today. $CCJ has connections with $UEC both are also operating in the same Wyoming territory. Who else operates in Wyoming TerraPower. TerraPower and $UEC have a MOU to collaborate on domestic uranium fuel supply for Natrium. So weve got a connection between $CCJ $UEC and TerraPower. As we know $ASPI was the only company who could meet timing and demand for Natriums HALEU need. Very good for $ASPI image"
X Link 2025-10-28T12:41Z [----] followers, [----] engagements

"$ASPI Valuation Updates. $ASPI 14-day HALEU runs flip inventory [---] faster than centrifuge [--] % ROIC vs [--] % peer avg; market still prices it like a science fair. Hyperscalers need [---] kg Yb-176 per [--] MW quantum rack; ASPs contracted output = $110 M slice by [----] an embedded QC call the Street hasnt modeled. Available to everyone full valuation: https://open.substack.com/pub/seqhcapital/p/aspi-valuationr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/aspi-valuationr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-04T13:01Z [----] followers, [----] engagements

"@AcctNo994 TerraPower stated $ASPI was the only company that could execute what they needed in their timeframe. HUGE"
X Link 2025-10-26T16:06Z [----] followers, [----] engagements

"Our full analysis on $ASPI Form S-3 Filing today. Another massive factor to think about mentioned in the report: A shelf allows $ASPI to (i) issue $ASPI shares to new QLE investors in a tax-efficient split-off or (ii) raise fresh equity inside QLE without waiting for a new registration statement. Full Report: https://open.substack.com/pub/seqhcapital/p/aspi-sec-form-s-3r=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/aspi-sec-form-s-3r=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-15T00:16Z [----] followers, [----] engagements

"$ASPI is estimated to report Q2 earnings on August 18th [----]. Still currently my largest holding in both my test portfolios and personal portfolio. Expecting EPS to be a positive number up from [-----] last quarter. I'll be sending out a ton of analysis around this name"
X Link 2025-07-03T22:49Z [----] followers, [----] engagements

"Thinking about $ASPI this morning. Renergen released their quarterly update Thursday along with their financials yesterday. Looks like $ASPI merger is top of the list with deadline extended to 28th. Mark down the 28th on your calendar big month"
X Link 2025-11-01T14:01Z [----] followers, [----] engagements

"Absolutely gut-wrenching God called Charlie home today for a bigger mission. To his wife and children I pray that God surrounds them with unfailing love and strength. May the Lords peace which surpasses all understanding guard their hearts. The Lord is close to the brokenhearted (Psalm 34:18)"
X Link 2025-09-10T21:32Z [----] followers, [----] engagements

"My latest three additions [--]. $ASTS [--]. $OSCR [--]. $ASPI These will be long term holds for me. My favorite of the three and the largest. $ASPI Ability to take advantage of multiple sectors I see making gains for the next 3-5 years"
X Link 2025-06-14T22:43Z [----] followers, [----] engagements

"This is actually one of the most active groups for a company I've been a part of I join groups for a majority of my holdings because I like to share my research $EOSE has a very strong following which gives me even more conviction I share my analysis and a ton more in my newsletters. I truly enjoy doing them so if you wanted to sign up I'd appreciate it More analysis on $EOSE as news comes out of course https://finances-newsletter-080a3d.beehiiv.com/subscribe https://finances-newsletter-080a3d.beehiiv.com/subscribe"
X Link 2025-05-12T22:10Z [----] followers, [----] engagements

"Renergen Virginia Gas Project Full Analysis and Deep-Dive sent to clients and substack. $ASPI Renergen acquisition most value-adding component. - Worlds richest helium deposit revealed - Transformational LNG helium growth imminent - Major funding strategic partnerships secured Full Read: https://open.substack.com/pub/seqhcapital/p/renergen-virginia-gas-project-analysisr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/renergen-virginia-gas-project-analysisr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-11T00:48Z [----] followers, [----] engagements

"Some $ASPI news this evening. Some Highlights. 👇 - Control Transaction: $ASPI (via QLE) acquired 79% voting control of $SKBL for just $2.5M through dual-class share structure gaining public acquisition vehicle for critical materials strategy - Strategic Pivot: $SKBL transforms from construction materials to nuclear/critical materials acquisition platform focusing on HALEU and Lithium-6 for U.S. energy security - Minimal Cash Outlay: $1M bought controlling Class B shares (20 votes each) plus $1.5M in private placement highly leveraged control structure with significant warrant dilution"
X Link 2025-09-23T00:26Z [----] followers, [----] engagements

"$ASPI announced it has received a purchase order from a U.S.-based customer for enriched Barium-137. Target delivery Q1 [----] Barium-137 is emerging as essential for ion-trap quantum computing helping to create stable uniform qubits for scalable and fault-tolerant quantum systems. $ASPI order from U.S. Based company in quantum space. Great news"
X Link 2025-09-30T12:12Z [----] followers, [----] engagements

"@Tech_Investor20 They want to buy at a better price. These analyst grades are meant to manipulate the price"
X Link 2025-07-11T10:47Z [----] followers, [----] engagements

"$ASPI Renergen Acquisition Report sent to clients and substack. Today quickly became an $ASPI informative day. This is a quick rundown on how we see the $ASPI acquisition of Renergen. With deadline coming in November seems fitting. Full Read: https://open.substack.com/pub/seqhcapital/p/aspi-renergen-acquisitionr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/aspi-renergen-acquisitionr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-02T17:14Z [----] followers, [----] engagements

"The weekend is when we get ahead Tons of research and information coming this weekend: $ASPI QLE Placement details $NUAI Strategic Positioning Report $UUUU Uranium update report Macro trends Much more as well http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2025-11-08T13:32Z [----] followers, [----] engagements

"Performing a legitimate valuation on $ASPI we see: [----] revenue runway: base-case $340 M bull-case $700 M (190 % CAGR still [--] % of western HALEU + med-isotope TAM). Cash conversion: [--] % FCF on bull [--] % on base; zero equity dilution after [----] existing $67 M unrestricted + internal cash flow fund all cascades. Valuation gap: base DCF $32/sh vs. last night $10.65 = [--] upside; bull DCF $65/sh = [--] upside both on [--] % WACC [--] % terminal no QLE miracle required. Downside back-stop: even if HALEU demand slips [--] % haircut model still spits out $14/sh (1.3 today) risk-reward 4:1 in every scenario."
X Link 2025-09-27T11:23Z [----] followers, [----] engagements

"$ASPI vs SILEX $SILXY Diving in and performing research all day hadn't done much research into Silex until today. We're seeing a very strong company while they're competitors they both have niche areas. Full comparison and report tonight. http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2025-10-29T22:30Z [----] followers, [----] engagements

"NEWSLETTER SENT I read the $ASPI Shareholder letter so you don't have to Recap and near/long term outlook. Easy to read and touches on all key details Exciting time for $ASPI Full Read: https://financemajornewsletter.beehiiv.com https://financemajornewsletter.beehiiv.com"
X Link 2025-09-02T22:09Z [----] followers, [----] engagements

"How do we view this $ASPI news Near term screams dilution and you'll see people complain about that. Remember this is a shelf. This gives the $ASPI a low-friction low-cost and flexible financing tool. Since it's a shelf they can deploy whenever the board sees an attractive use-of-proceeds. In a capital-intensive pre-revenue story like isotope enrichment optionality is worth more than the near-term dilution headline. Short-term tourists probably upset but not the long term growth oriented investors. $ASPI Public Offering Up to $250m https://t.co/wZamrvxOeI $ASPI Public Offering Up to $250m"
X Link 2025-10-14T22:09Z [----] followers, 11.8K engagements

"$ASPI Public Offering Up to $250m"
X Link 2025-10-14T20:24Z [----] followers, [----] engagements

"This evening: $ASPI QLE Private Placement Announcement Analysis Tricky thing to fully understand plays a role in the value of not just QLE but also $ASPI of course. Some ideas around high probability theories on what's to come. Plus anaylsis on the effects this will ultimately have on $ASPI and QLE going forward. Make sure you're here: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2025-11-08T15:32Z [----] followers, [----] engagements

"ITS OFFICIAL Our firm SEQH Capital has LAUNCHED Every single detail can be found at our website: Substack info and link are located there as well First post was just sent Day [--] of many http://seqhcapitalresearch.com http://seqhcapitalresearch.com"
X Link 2025-09-26T17:09Z [----] followers, [----] engagements

"$ASPI QLE $SKBL Updates and Business Operation Report sent to clients and substack. The most in-depth report and forecast we've created. Up-to-date inclusive of all data released within the week and prior. Massive opportunity. Full Report: https://open.substack.com/pub/seqhcapital/p/asp-isotopes-qle-skbl-and-businessr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/asp-isotopes-qle-skbl-and-businessr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-08T22:03Z [----] followers, [----] engagements

"$OKLO earnings today sat in on the call here's my thoughts 👇 - Strong policy tailwinds: big federal push for advanced nuclear streamlined permitting and more support for next-gen reactors. - $OKLO business model stands out-build own and operate their own plants selling power directly under long-term contracts. - Progress on licensing: drilling and site work at INL done NRC pre-app underway and fuel supply secured with DOE and Centrus. - Developing their own fuel recycling tech aiming for a fully integrated supply chain (huge long-term advantage). - Financials: $261M in cash burn rate as"
X Link 2025-05-13T22:43Z [----] followers, [----] engagements

"As we head into the holiday season we're going to be narrowing deep research to the following companies and their subsidiaries: [--]. $ASPI [--]. $NNE [--]. $UEC [--]. $TNYA [--]. $UUUU [--]. $NUAI [--]. $NXE [--]. $SILXY [--]. $RYCEY [--]. $DNN Deep research on a daily basis along with continued coverage of companies within our model portfolios like $IREN $NBIS etc. Full analysis on all watchlists model portfolios and nuclear focused portfolio will continue as well. All research sent here: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2025-11-13T23:37Z [----] followers, [----] engagements

"Preview of our report on $ASPI QLE announcement today: - QLE ASP Isotopes subsidiary launches $64.3M convertible notes private placement led by American Ventures LLC. - $64.3M raised at initial close with notes potentially converting to QLE equity at 80% of future share price or capped value. - Outstanding [----] promissory notes automatically convert into the new notes streamlining capital structure. - Proceeds target new laser enrichment production facilities and general corporate purposes. - Investors include Eric Trump Donald Trump Jr.; initial close expected Nov 10; Canaccord Genuity and"
X Link 2025-11-08T01:11Z [----] followers, [----] engagements

"Beat the sun up Happy Sunday all we've got a few research items to publish today. Detailed information on $ASPI and renergen merger set to close any day. Full analysis of our recent nuclear portfolio builds high low and moderate risk. Let's have a day"
X Link 2025-11-02T10:54Z [----] followers, [----] engagements

"$ASPI Thematic Research Report SENT. This is a company we will evaluate on a weekly basis from different standpoints. Gets better and better each time. We know $ASPI has transitioned from R&D to full commercialization now shipping high-value isotopes and projecting $5070 million in revenues for [--------] from Ytterbium-176 and Silicon-28 alone. It's conservative to think $ASPI can generate over $300 million in EBITDA by [----]. This will be the most intriguing report you read on $ASPI. Full Report:"
X Link 2025-10-08T00:03Z [----] followers, [----] engagements

"Phenomenal stuff here. $ASPI future bright $ASPI never ceases to amaze me. Long Paul & Robbie long Asp Isotopes https://t.co/7MMTsbX3Zc $ASPI never ceases to amaze me. Long Paul & Robbie long Asp Isotopes https://t.co/7MMTsbX3Zc"
X Link 2025-07-17T16:42Z [----] followers, [----] engagements

"$ASPI never ceases to amaze me. Long Paul & Robbie long Asp Isotopes"
X Link 2025-07-17T12:10Z [----] followers, 18.4K engagements

"Bought more during market hours today around $5.70 My largest order so far. Not concerned with the CFO stuff Im confident in my research"
X Link 2025-05-28T00:52Z [----] followers, [----] engagements

"@TradingThomas3 Not convinced we see a massive move"
X Link 2025-09-16T22:25Z [----] followers, [----] engagements

"New here wanted to post my initial $EOSE analysis from my research I started today just some key points I have noticed so far from a very brief look at the financials. [--]. High growth potential: Substantial revenue and backlog growth with a large commercial pipeline [--]. Valuation is contentious: Analyst targets suggest modest upside but some models indicate the stock is overvalued at current levels. (Once I run financials through my personal model I'll have a better idea of this) [--]. Liquidity is adequate but capital needs are ongoing: Cash reserves are significant but continued investment and"
X Link 2025-05-10T16:44Z [----] followers, [----] engagements

"$LEU $3.6 BILLION contract backlog stretching to [----]. 27% YoY drop in cost of sales in H1 [----]. Profit up 113% operational leverage and margin expansion turning $LEU into cashflow compounding machine"
X Link 2025-09-24T22:57Z [----] followers, [----] engagements

"$ASPI Deep Dive into QLE and $SKBL SENT Very enjoyable research to do the main key detail here: This whole situation is incredibly favorable for $ASPI. This is available for everyone. Check it out: https://open.substack.com/pub/seqhcapital/p/deep-dive-strategic-analysis-aspr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/deep-dive-strategic-analysis-aspr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-11T19:03Z [----] followers, [----] engagements

"@EliteOptions2 Youve said bottom in for $TSLA everyday for the past [--] days"
X Link 2025-02-25T17:02Z [----] followers, [----] engagements

"@TheAlphaThought Buy a boat house in the keys fish everyday golf the days youre not fishing. Thats my goal"
X Link 2025-04-03T23:27Z [----] followers, [----] engagements

"$FRMI Earnings call tomorrow morning. We will be full-covering the call with a report to follow tomorrow night. $ASPI implications. - Project Matador momentum: partner signings gigawatt-scale integration nuclear updates. - Revenue beats expected; future guidance cash burn and margin spotlight - "Strong" Q3 preview; focus: nuclear AI grid key 10-Q risks. Full report tomorrow here: http://seqhcapital.substack.com http://seqhcapital.substack.com"
X Link 2025-11-10T23:46Z [----] followers, [----] engagements

"@ASTS_SpaceMob Anyone worried is clueless"
X Link 2025-07-25T10:15Z [----] followers, [----] engagements

"@EliteOptions2 Im going to take a $2k account to $50k this year charge $0 for people to follow it and not yap garbage every [--] minutes predicting bottoms and reversals.watch"
X Link 2025-02-27T23:07Z [----] followers, [----] engagements

"@stocktalkweekly $NVDL - leveraged $NVDA at the end of the day NVDA has proven over and over that they are the gold standard. In the world of tech we live in youre crazy if youre not long on the backbone of it all"
X Link 2025-04-07T21:29Z [----] followers, [----] engagements

"Alright I bought more $EOSE today at $4.70 a share dramatically dropping my average price. This will be my last addition for a while. I have fresh eyes on $EOSE so I'm seeing the offering as good long term. More financial flexibility in my opinion. Chances are with this news being so close to the firing of the CFO the company goals weren't aligned with the CFO's goals. We will see this as a good thing down the road. No reason to complicate it the numbers are there I've done my research"
X Link 2025-05-29T17:52Z [----] followers, [----] engagements

"@wannabechamp [--] trades in a day is wild IMO but everyone has their own strategy good work 💪"
X Link 2025-04-25T21:16Z [----] followers, [----] engagements

"@JoeW6_ The blue looks better than I thought"
X Link 2025-09-20T01:29Z [----] followers, [----] engagements

"Remember the fact that these reports come from multiple unique angles and range from conservative to strong bull thesis. $ASPI is on a monumental path for the most part on an island. So much more coming. Our full research report library on $ASPI as we've sent since end Q3/ beginning Q4. $ASPI vs $SILXY : https://t.co/3skpgLMzoj $ASPI Thematic Report: https://t.co/403f9to0vQ $ASPI Prospectus Update: https://t.co/4xZLdTY9Ed $ASPI Renergen Acquisition: https://t.co/5Sh8ICSWK7 https://t.co/eNwfksuuze Our full research report library on $ASPI as we've sent since end Q3/ beginning Q4. $ASPI vs"
X Link 2025-11-11T20:13Z [----] followers, [----] engagements

"Our full research report library on $ASPI as we've sent since end Q3/ beginning Q4. $ASPI vs $SILXY : $ASPI Thematic Report: $ASPI Prospectus Update: $ASPI Renergen Acquisition: $ASPI Business Updates: $ASPI QLE Regulatory Milestone Report: $ASPI $SKBL QLE Renergen Business Update Report: This is a host of advanced research the type of analysis we've put in to further our knowledge of $ASPI QLE $SKBL Renergen etc. Reminder: ALL of this research to be UPDATED after earnings and business updates this month. Do not miss this. http://seqhcapital.substack.com"
X Link 2025-11-11T15:15Z [----] followers, 10.7K engagements

"Bought more $EOSE today. I'll most likely look to add on any red day for a brief period of time. Has been a tactic I use with lower priced companies"
X Link 2025-05-19T22:42Z [----] followers, [----] engagements

"$ASPI direct connection to the following mega trends [--]. Nuclear [--]. Quantum [--]. Medical [--]. Supply Chain Very good way to get involved in all four through one ticker. And EARLY ticker at that"
X Link 2025-05-21T09:31Z [----] followers, [----] engagements

"$NUAI Full Valuation and Catalyst List SENT There's substantial deep value here. PT set up to $5. Full Analysis: https://open.substack.com/pub/seqhcapital/p/nuai-full-valuation-and-catalystsr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/nuai-full-valuation-and-catalystsr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-11T16:02Z [----] followers, [----] engagements

"@piterloskot82 100% correct. Excited to add more on a down day 😂"
X Link 2025-10-13T18:19Z [----] followers, [---] engagements

"Id like to personally thank Ladenburg Thalmann for downgrading $NNE to sell and PT of $9 on August 18th. $NNE then dipped to $28. We are now up 35% from that point. I appreciate them for helping our firm buy more at $28. @nano_nuclear keep proving them wrong"
X Link 2025-09-19T12:29Z [----] followers, [---] engagements

"@StockMKTNewz Guess the dip at 11am was the time to buy. 😂"
X Link 2025-10-21T22:01Z [----] followers, [----] engagements

"@AlPutino 😂😂😂 is the battery in everyones name standard with investment in $EOSE"
X Link 2025-05-11T22:37Z [----] followers, [---] engagements

"Uranium thought: Annual supply deficit exceeds [--] million pounds That's a 28% shortfall Current uranium inventories are near exhaustion fueling a serious need for growth. You're not seeing this in other commodities. $UEC $UROY $URG $UUUU can explicitly gain from this"
X Link 2025-10-25T12:47Z [----] followers, [----] engagements

"@money_cruncher Yea see this is why school/university should be teaching financial literacy to everyone not just finance majors"
X Link 2025-04-05T16:40Z [----] followers, [----] engagements

"Couple quick $ASPI reminders as I read through reports this morning. At $10.18 $ASPI trades at [----] its post-offering cash of $200M and [-----] the $3B U.S. HALEU market it will serve under a locked-in [---] MT 10-year TerraPower contract starting [----]. First revenue in Q4 [----] from C-12/Si-28 shipments converts FY-26 consensus sales of $42M into a [---] P/S multiple 55% below the med-tech/tools peer median while gross margin on C-14 is modeled 70% implying positive EBITDA by mid-2026 even if HALEU ramps only to 20% nameplate. Remember how early we are. $ASPI Filed their 424B5 which is their"
X Link 2025-10-19T12:23Z [----] followers, [----] engagements

"$ASPI Filed their 424B5 which is their updated prospectus which includes the capital raise. A lot happening at a very rapid pace for $ASPI recently. Takeaways: $ASPI now has $200M in fresh capital and three facilities now in commercial production. $ASPI is even better positioned to capitalize on those critical supply chain bottlenecks in pharmaceuticals semiconductors quantum computing and nuclear energy. Quick tear sheet after reading full prospectus: https://open.substack.com/pub/seqhcapital/p/aspi-prospectus-updater=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-16T23:10Z [----] followers, [----] engagements

"Woke up thinking about $EOSE today. At the end of the day we know were early to this name. If we get a dip to $5 it would simply be a gift"
X Link 2025-05-28T09:42Z [----] followers, [----] engagements

"$IREN snip from the newsletter Incredible couple things to note here 98% margin on AI revenue and only beginning. 28% QoQ net income growth. Worth keeping an eye on"
X Link 2025-06-25T12:44Z [----] followers, [----] engagements

"@UnoMasReactor Theyre cooking something up over at $ASPI"
X Link 2025-11-08T13:35Z [----] followers, [---] engagements

"A couple quick $SKBL thoughts from this week. Anticipating hearing some updates on $ASPI $SKBL and QLE mid-late November. $SKBL price action pointing toward some news coming. $ASPI investor webcast cancelled this week. Should be very interesting"
X Link 2025-11-01T23:05Z [----] followers, [----] engagements

"@KeithMcCullough My number one goal ever since joining @Hedgeye : dont be a macro tourist"
X Link 2025-04-24T10:06Z [----] followers, [----] engagements

"$ASPI acquires independent radiopharmacy in FLORIDA. Pre-Market massive move"
X Link 2025-10-13T12:18Z [----] followers, [----] engagements

"@piterloskot82 $ASPI will be all over the world at the core of nuclear tech. Exciting and early"
X Link 2025-07-25T12:24Z [----] followers, [---] engagements

"Full report on these details and the overall effects this will have on $ASPI and QLE value. Extended 8-page report attached as well. Here: https://open.substack.com/pub/seqhcapital/p/aspi-qle-uk-regulatory-milestoner=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Some morning $ASPI news A quick recap full dive to come later. - QLE eligible for UK regulatory pathway HALEU focus. - DESNZ/ONR early engagement for new nuclear projects. - Site licence environmental permit preparations underway. - Goal: First HALEU supplier for UKs https://t.co/3o1OELbG7t"
X Link 2025-11-06T01:23Z [----] followers, [----] engagements

"@saylor @AtlasHodld 🔥🔥🔥"
X Link 2025-09-19T12:11Z [----] followers, [---] engagements

"More thoughts on $EOSE After running through my model which focuses heavily on forecasting and using most recent quarterly data as compared to previous quarter and same quarter of prior year. Q1 [----] revenue grew 58% year-over-year showing strong momentum but still missed Street expectations at $10.5M versus $12.1M forecast. EPS beat by a penny at -$0.20 and the stock surged over 30% on optimism around improved guidance and a 51% boost in manufacturing output. Despite ongoing volatility the operational improvements and ambitious [----] targets are driving renewed investor confidence. My model"
X Link 2025-05-10T19:54Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing