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@FinanceMajor_23 "TIPSHEET SENT Hot tickers this morning things to keep an eye on flow options ideas etc. Super value in this sheet. $NVDA $IREN $PLUG $SMR $RTGI and more mentioned. Full Sheet:"
X Link @FinanceMajor_23 2025-10-15T12:03Z 1250 followers, XXX engagements

"$BWXT Income Statement Thoughts. We're very high on this one. Hidden CPI arbitrage: $BWXT cost-plus navy contracts re-price on a 12-mo lag if disinflation sticks the co keeps the 2-3% inflation pass-through for a full year a 150bp GM uplift thats nowhere in street models = X% EPS torque. Pension alchemy buy-backs: $320M surplus now yields 5%+; every 25bp discount-rate bump drops $XXXX EPS via OCI non-cash but index-eligible equiv. to a X% share-repo kicker without spending a dime of FCF. Tons of upside we see"
X Link @FinanceMajor_23 2025-09-28T16:49Z 1241 followers, XXX engagements

"Market Recap SENT Long read today a lot happening. $OKLO continues pushing nuclear sector heating up. $SPY gains losses ends relatively flat. $BTC $110000 area. Full Read:"
X Link @FinanceMajor_23 2025-10-14T22:46Z 1249 followers, XXX engagements

"Circling back to $DNN some thoughts around their valuation. At $XXXX $DNN trades XXXX NAV $XXXX fair while every $10/lb uranium above $XX adds 0.26/shFCFon2.5Mlbof18.3/lb AISC Athabasa ore pricing in a XX% rerating once the Oct CNSC license drops. Long"
X Link @FinanceMajor_23 2025-10-11T18:36Z 1250 followers, 2093 engagements

"$DNN Full Valuation and Pricing SENT $DNN XXX M lb U-resource NAV embeds a Midwest refinery option worth $1/sh not in models first North American UF conversion build since 1978. Full Analysis:"
X Link @FinanceMajor_23 2025-10-12T18:03Z 1242 followers, XXX engagements

"@TreasuryEdge Added $WULF to the watchlist recently"
X Link @FinanceMajor_23 2025-10-14T22:45Z 1249 followers, XXX engagements

"$BE Income Statement thoughts. Haven't covered this name much however that will be changing. Q2-25 gross margin XXXX% (+770 bp YoY) with XX incremental profit on every new $X of sales lowest-ever breakeven now $XXX M/qtr vs $XXX M in 2022. XXX GW legacy PPAs re-price +15% and XX% hydrogen co-fire adds 600-1 XXX bps margin in 2026 doubling consensus EPS to $XXXX. Valuation and report coming this week:"
X Link @FinanceMajor_23 2025-10-06T13:07Z 1241 followers, XXX engagements

"TIPSHEET 10/13/25 SENT Tickers include: $TSLA $TMC $PLUG $BITF $USAR and more. Bond market closed today. $SPY. Full Sheet:"
X Link @FinanceMajor_23 2025-10-13T12:02Z 1242 followers, XXX engagements

"$AMGN Initial thoughts. We're covering healthcare heavily into Q4. At XXXX 2026E EPS $AMGN prices in zero upside from a $XX B pipeline that could add $32/sh while XXX% FCF yield funds a $XX B buy-back that retires X% of float annually. Every XXX bp uptick in KRAS market share adds $0.45/sh EPS Lumakras already owns XX% and scripts are compounding XX% YoY embedding a free call on a $XX B NAV line the Street hasnt modelled. Coverage to continue. Long"
X Link @FinanceMajor_23 2025-10-11T14:10Z 1217 followers, XXX engagements

"Newmont Corporation quick thoughts ticker $NEM Not talked about big time gold copper silver zinc and lead explorer and producer. With spot at $4000/oz $NEM XXX Mozpa unleashes an extra $8.4/sh FCF valuing the equity at $XXX on todays tape a XX% re-rating still not baked into the $XX price. Coverage will continue deeper dive coming this weekend. Be here to get every bit of research:"
X Link @FinanceMajor_23 2025-10-08T23:47Z 1242 followers, XXX engagements

"Value thoughts round $LLY Topic of conversation in the healthcare area what's undervalued similar to $UNH. $LLY is a contender. $LLY XX P/E embeds a XX% revenue CAGR that throws off $32/sh FCF XX% yield at $XXX. While the $XXX B GLP-1/obesity pipeline alone adds $XXX NAV a XX% free call on scripts still compounding XX% YoY. Coverage to continue"
X Link @FinanceMajor_23 2025-10-13T15:53Z 1232 followers, XXX engagements

"MARKET RECAP SENT What a day huge mid-day selloff. $SPY $SMR $LEU big mornings $BTC stabilizing around $112k area. Full Read: (Available to all)"
X Link @FinanceMajor_23 2025-10-15T22:01Z 1250 followers, XXX engagements

"Thoughts around $KGC an interesting mining option. KGCs XXX Moz @ $1130 AISC throws off $4.45/sh FCF XXXX% yield at $XX While XXXX NAV discounts a $XX fair value pricing in a XX% rerating on the 29k tpd Tasiast expansion FID next year. Coverage to continue"
X Link @FinanceMajor_23 2025-10-13T14:28Z 1249 followers, XXX engagements

"Happy Sunday Let's have a day Some really great research coming out today. $TMC Thematic Report $AMGN Valuation $DNN Valuation Weekly Macro Forecast Plus our four full watchlists for Nuclear Healthcare $BTC related and Metals"
X Link @FinanceMajor_23 2025-10-12T10:15Z 1249 followers, XXX 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:"
X Link @FinanceMajor_23 2025-10-15T00:16Z 1250 followers, 4728 engagements

"$ASPI Public Offering Up to $250m"
X Link @FinanceMajor_23 2025-10-14T20:24Z 1250 followers, 6273 engagements

"Diving into some research around $UEC and $CCJ tonight. Something I found. Wyoming before 1980 had the largest known uranium ore reserves of any state in America. 1980 uranium prices crumble Jeffrey City in Wyoming losses XX% of it's population. Fast forward to 2020 one uranium mine left Smith Ranch-Highland mine owned by CAMECO $CCJ. TerraPower Natrium reactor project is located in Wyoming. TerraPower has a MOU with Uranium Energy $UEC to collaborate on domestic uranium fuel supply for Natrium. As we know $ASPI is handling the enrichment process for TerraPower. They were the only contender"
X Link @FinanceMajor_23 2025-10-09T00:44Z 1240 followers, 1072 engagements

"@BTC_Archive They gotta get their hand in"
X Link @FinanceMajor_23 2025-10-14T02:14Z 1249 followers, XX engagements

"$UEC Full Valuation Analysis SENT Diving into this company heavily found some connection with TerraPower $CCJ and $ASPI Valuation looks decent looking forward to Q3 numbers. Will continue coverage. Full Valuation:"
X Link @FinanceMajor_23 2025-10-10T15:03Z 1215 followers, XXX engagements

"$CIFR Full Valuation Analysis SENT Huge move today still plenty of room. Cash: US$62.7 M 10-quarter runway at US$0.8 M quarterly burn. Full Analysis:"
X Link @FinanceMajor_23 2025-10-10T00:02Z 1250 followers, XXX engagements

"@BTC_Archive 🙌🙌"
X Link @FinanceMajor_23 2025-10-16T01:18Z 1249 followers, XX engagements

"Thoughts on $NXE current situation. Fully-funded construction (US$565M net cash + green bond + Orano stream) means zero equity dilution and the XX% Canadian ITC adds US$390M NPV vaulting NAVPS to C$18.30 for XX% base-case upside. $NXE X B lb @ XXX g/t is the highest-grade undeveloped uranium resource globally and with Saskatchewan permits finalized and federal EA cancelled it offers the only near-term scalable source of Western-origin fuel as utilities race to replace Russian supply. Interesting no coverage initiation yet"
X Link @FinanceMajor_23 2025-10-06T22:44Z 1250 followers, 1676 engagements

"$ASPI Valuation Updates. $ASPI 14-day HALEU runs flip inventory XXX faster than centrifuge XX % ROIC vs XX % peer avg; market still prices it like a science fair. Hyperscalers need XXX kg Yb-176 per XX MW quantum rack; ASPs contracted output = $XXX M slice by 2029 an embedded QC call the Street hasnt modeled. Available to everyone full valuation:"
X Link @FinanceMajor_23 2025-10-04T13:01Z 1222 followers, 6331 engagements

"Thoughts around $PFE Valuation. $PFE $XX price discounts XXX EBITDA half the sector while the $XX B pipeline alone adds $44/sh NAV and every X M more RSV scripts drops $XXXX EPS. Pricing in a XX% rerating once Paxlovid HFpEF approval drops next quarter. Added to healthcare watchlist last week"
X Link @FinanceMajor_23 2025-10-14T22:55Z 1250 followers, XXX engagements

"$NUAI Income Statement Thoughts Q2-25 revenue-per-employee implied $33k is XX% below median AI-SaaS but that same ratio has X% historical false-positive rate for 10+ re-rates once product-market-fit clicks tiny denominator = explosive leverage. Hidden R&D leverage: $X R&D line isnt missing its XXX% capitalised (intangibles +40% QoQ off-B/S); amortisation cliff starts FY-26 meaning every incremental $X revenue drops straight to gross profit opex flat = path to XX% incremental margin classic spring-load. Worth a look. Interesting growth possibility"
X Link @FinanceMajor_23 2025-09-28T16:06Z 1243 followers, 1874 engagements

"@jaywilson4447 You said it. Really like $DNN $UEC is up there though for certain"
X Link @FinanceMajor_23 2025-10-12T12:33Z 1249 followers, XXX engagements

"@BTC_Archive 🔥🔥"
X Link @FinanceMajor_23 2025-10-15T00:07Z 1246 followers, XXX engagements

"$AMGN Full Valuation SENT At XXXX 2026E EPS $AMGN prices in zero upside from a $XX B pipeline that could add $32/sh while XXX% FCF yield funds a $XX B buy-back that retires X% of float annually. We will continue to cover. Full Analysis:"
X Link @FinanceMajor_23 2025-10-12T16:02Z 1249 followers, XXX engagements

"Full Valuation on $KGC SENT Most intriguing part seems to be $KGC XXX Moz @ $1130 AISC throws off $4.45/sh FCF XXXX% yield at $XX. Full Valuation Report:"
X Link @FinanceMajor_23 2025-10-14T15:02Z 1243 followers, XXX 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 20262027 from Ytterbium-176 and Silicon-28 alone. It's conservative to think $ASPI can generate over $XXX million in EBITDA by 2030. This will be the most intriguing report you read on $ASPI. Full Report:"
X Link @FinanceMajor_23 2025-10-08T00:03Z 1251 followers, 5977 engagements

"$UEC Thoughts. $UEC XXXX M lb inventory at $XX spot adds $XXXX M value per $XX price jump debt-free. Zero leverage + $XXX M cash self-funds XXX M lb/year Sweetwater mill unlocking XXX M lb resource upside. Full valuation report coming tomorrow. We look at things differently than most. Results don't lie. Find research here:"
X Link @FinanceMajor_23 2025-10-07T22:31Z 1237 followers, XXX engagements