#  @ErezShapira ⚛️Erez
⚛️Erez posts on X about $ccj, uranium, just a, investment the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1048833989635706880/interactions)
- [--] Week [---] +36%
- [--] Month [------] +33%
- [--] Months [-------] +5,178%
- [--] Year [-------] +244%
### Mentions: [--] [#](/creator/twitter::1048833989635706880/posts_active)
- [--] Month [--] -53%
- [--] Months [---] +569%
- [--] Year [---] +221%
### Followers: [---] [#](/creator/twitter::1048833989635706880/followers)
- [--] Week [---] +0.39%
- [--] Month [---] +12%
- [--] Months [---] +161%
- [--] Year [---] +166%
### CreatorRank: [---------] [#](/creator/twitter::1048833989635706880/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [social networks](/list/social-networks)
**Social topic influence**
[$ccj](/topic/$ccj) #34, [uranium](/topic/uranium), [just a](/topic/just-a), [investment](/topic/investment), [ai](/topic/ai), [$uuuu](/topic/$uuuu), [if you](/topic/if-you), [for the](/topic/for-the), [strong](/topic/strong), [$uec](/topic/$uec)
**Top accounts mentioned or mentioned by**
[@bretrosenthal](/creator/undefined) [@ronjonbsaas](/creator/undefined) [@capnek123](/creator/undefined) [@crudechronicle](/creator/undefined) [@chasingrowth](/creator/undefined) [@toratidf](/creator/undefined) [@amiradnani](/creator/undefined) [@minenergybiz](/creator/undefined) [@drelidavid](/creator/undefined) [@elonmusk](/creator/undefined) [@nrc](/creator/undefined) [@leadlagreport](/creator/undefined) [@fermatslibrary](/creator/undefined) [@mmoney642](/creator/undefined) [@emmanuelmacron](/creator/undefined) [@gorozen](/creator/undefined) [@interior](/creator/undefined) [@blindpig1966](/creator/undefined) [@huxleymick](/creator/undefined) [@andreassteno](/creator/undefined)
**Top assets mentioned**
[Cameco Corporation (CCJ)](/topic/$ccj) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Uranium Energy Corp. (UEC)](/topic/$uec) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Centrus Energy Corp. (LEU)](/topic/$leu) [Allegheny Technologies (ATI)](/topic/$ati) [SOLLENSYS CORP (SOLS)](/topic/$sols) [GE Vernova Inc. (GEV)](/topic/$gev) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Metadium (META)](/topic/$meta) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [TechnipFMC (FTI)](/topic/$fti) [Tidewater, Inc. (TDW)](/topic/$tdw) [Mirror Protocol (MIR)](/topic/$mir) [MP Materials Corp. (MP)](/topic/$mp) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [EQT, Corp. (EQT)](/topic/$eqt) [PolkaBridge (PBR)](/topic/$pbr) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/microsoft) [PAN American Silver Corp (PAAS)](/topic/$paas) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [IBM (IBM)](/topic/$ibm) [Constellation Energy Corp (CEG)](/topic/$ceg) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$CRON Heritage Cannabis signs deal with Cronos to fill and pack vaporizers #PotStocks #CannabisBusiness #supercycle 🤠 https://www.youtube.com/watchv=zzV6txMmEag https://www.youtube.com/watchv=zzV6txMmEag"
[X Link](https://x.com/ErezShapira/status/1157640664571621378) 2019-08-03T13:13Z [---] followers, [--] engagements
"$GTIBF CEO - Illinois is a 3$ billion market"
[X Link](https://x.com/ErezShapira/status/1261040705482481674) 2020-05-14T21:08Z [---] followers, [--] engagements
"Drill Baby Drill Helmerich & Payne The Financial History (2022 Edition) by @crudechronicle https://open.substack.com/pub/thecrudechronicles/p/drill-baby-drill-helmerich-and-payner=4nze4&utm_campaign=post&utm_medium=email https://open.substack.com/pub/thecrudechronicles/p/drill-baby-drill-helmerich-and-payner=4nze4&utm_campaign=post&utm_medium=email"
[X Link](https://x.com/ErezShapira/status/1583808289951088640) 2022-10-22T13:11Z [---] followers, [--] engagements
"@BretRosenthal suggesting $REMX $LIT"
[X Link](https://x.com/ErezShapira/status/1624435834064719876) 2023-02-11T15:50Z [---] followers, [---] engagements
"@BretRosenthal"
[X Link](https://x.com/ErezShapira/status/1673664871127195652) 2023-06-27T12:09Z [---] followers, [--] engagements
"$VAL $DO $RIG $FTI $TDW 🥂"
[X Link](https://x.com/ErezShapira/status/1676562915002925057) 2023-07-05T12:05Z [---] followers, [--] engagements
"$VLO 🦍 $DINO 🐐 CRUDE OIL Singapore gasoil crack spreads explode higher.now back above $20/bbl. Physical market is (slowly) improving. https://t.co/ye7nKJuTB2 CRUDE OIL Singapore gasoil crack spreads explode higher.now back above $20/bbl. Physical market is (slowly) improving. https://t.co/ye7nKJuTB2"
[X Link](https://x.com/ErezShapira/status/1682801943310225408) 2023-07-22T17:17Z [---] followers, [--] engagements
"$XOP $OIH are the top performers in the energy sector thanks to the rising demand for offshore drilling and services. Dont let the green agenda fool you these stocks have a bright future 🚀 $TDW $FTI $NE $VAL $DO $RIG $SBOW $EQT $AR $PR"
[X Link](https://x.com/ErezShapira/status/1690267845240709120) 2023-08-12T07:43Z [---] followers, [----] engagements
"$PBR 🥂 Reuters: Brazilian producer Petrobras $PBR has revealed plans to create a Chinese subsidiary (.) Petrobras wants to increase its share of Chinas oil imports to 15% from the current 5% in the next [--] to [--] years. https://t.co/BgIa0qpaBp Reuters: Brazilian producer Petrobras $PBR has revealed plans to create a Chinese subsidiary (.) Petrobras wants to increase its share of Chinas oil imports to 15% from the current 5% in the next [--] to [--] years. https://t.co/BgIa0qpaBp"
[X Link](https://x.com/ErezShapira/status/1699343779675664632) 2023-09-06T08:48Z [---] followers, [--] engagements
"#uranium Spot Uranium: 8900/9100 USc/Lb U3O8 (+361c +4.01%)"
[X Link](https://x.com/ErezShapira/status/1737559672452702695) 2023-12-20T19:44Z [---] followers, [---] engagements
"@chasingrowth_ etf [----] 🥂"
[X Link](https://x.com/anyuser/status/1742129534785229083) 2024-01-02T10:23Z [--] followers, [--] engagements
"$SLB 🥂 We have concluded a remarkable year marked by widespread revenue growth margin expansion and exceptional free cash flow In [----] we will experience another year of strong growth driven by the international markets""
[X Link](https://x.com/ErezShapira/status/1748317066782822590) 2024-01-19T12:10Z [---] followers, [--] engagements
"SLB Cash flow from operations $3.02 billion +87% y/y estimate $1.96 billion. Free cash flow $2.28 billion vs. $855 million y/y estimate $1.32 billion. Highest quarterly FCF since Q414"
[X Link](https://x.com/ErezShapira/status/1748323907952578584) 2024-01-19T12:37Z [---] followers, [--] engagements
"$AVGO + $AMD"
[X Link](https://x.com/ErezShapira/status/1770705155853320355) 2024-03-21T06:53Z [---] followers, [--] engagements
"@ronjonbSaaS Optimus Gen [--] has been demonstrated to handle delicate objects such as eggs without breaking them showcasing its potential for intricate tasks Humanlike Movements The latest updates show that Optimus Gen [--] can move "exactly like a person" which has been a point of interest"
[X Link](https://x.com/ErezShapira/status/1771535505542324495) 2024-03-23T13:52Z [---] followers, [--] engagements
"@ronjonbSaaS for observers and commentators Competition: Nvidia's Project GROOT is also entering the humanoid robot space aiming to compete with Tesla's Optimus AI robot. This competition could drive further innovation and development in the field. Tesla's vision for Optimus is to create"
[X Link](https://x.com/ErezShapira/status/1771535742847648143) 2024-03-23T13:53Z [---] followers, [--] engagements
"$SBOW https://www.bloomberg.com/news/articles/2024-05-16/crescent-energy-is-said-to-near-2-1-billion-deal-for-silverbow https://www.bloomberg.com/news/articles/2024-05-16/crescent-energy-is-said-to-near-2-1-billion-deal-for-silverbow"
[X Link](https://x.com/ErezShapira/status/1791070239087559012) 2024-05-16T11:36Z [---] followers, [---] engagements
"#uranium long term price at 80.5$ spot price at 81.24$ $SRUUF -14.4% to nav do the math ⚛"
[X Link](https://x.com/ErezShapira/status/1820878323834105903) 2024-08-06T17:43Z [---] followers, [---] engagements
"$AMD bought ZT Systems for its engineers and other employees who work in server design to make its GPU offerings more attractive to the data-center operators that buy them or might want to buy them. Think tech heavyweights like Microsoft Amazon Meta Platforms and Google parent Alphabet. 🦾🥂"
[X Link](https://x.com/ErezShapira/status/1825795794999431610) 2024-08-20T07:23Z [---] followers, [---] engagements
"When large technology companies with substantial financial resources become active it is generally very bullish for smaller sectors⚛ $MSFT $CEG #URANIUM"
[X Link](https://x.com/ErezShapira/status/1837201982245003623) 2024-09-20T18:47Z [---] followers, [---] engagements
"$UEC strikes again ⚛🤝Kudos @AmirAdnani 🏆 Uranium Energy Corp Expands U.S. Production Capacity with Acquisition of Rio Tinto's Sweetwater Plant and Wyoming #Uranium Assets http://prnewswire.com http://prnewswire.com"
[X Link](https://x.com/ErezShapira/status/1838162895101698267) 2024-09-23T10:26Z [---] followers, [---] engagements
"@minenergybiz Their free cash flow next year is going to be mind-blowing 🤯imho"
[X Link](https://x.com/ErezShapira/status/1838520872270754276) 2024-09-24T10:08Z [---] followers, [---] engagements
"#silver its time $PAAS $SILJ $AMRK"
[X Link](https://x.com/ErezShapira/status/1838601276864495893) 2024-09-24T15:27Z [---] followers, [---] engagements
"The #uranium Renaissance ⚛ 🧠 Think Long-Term:If you're looking at uranium you're not playing for next week's gains; you're investing in the future of energy. Remember the market's volatility is your friend if you've done your homework. 💡 **Fundamentals are King:** Uranium's bull case isn't just hype. With nations pivoting back to #nuclear for its baseload capacity and carbon-free credentials demand is set to soar. Supply Constrained. Basic economics tells us where prices go from here. 🏭 **Nuclear Necessity:** Climate goals are tightening the noose on fossil fuels. Nuclear energy doesn't"
[X Link](https://x.com/ErezShapira/status/1838858202571530508) 2024-09-25T08:28Z [---] followers, [----] engagements
"🔗🧵 $Oracle Cloud's Big Move with AMD's MI300X Oracle Cloud Infrastructure (OCI) just made a power play by integrating AMD's Instinct MI300X accelerators into its latest Supercluster dubbed BM.GPU.MI300X.8. Here's why this matters for #AI and cloud computing. Why MI300X These accelerators are designed for heavy lifting in AI with capabilities for high-throughput LLM (Large Language Model) inference and training. They support models with hundreds of billions of parameters Performance Boost: With up to [-----] GPUs in one cluster OCI's Supercluster uses an ultrafast network fabric. This setup is"
[X Link](https://x.com/ErezShapira/status/1839339124106690656) 2024-09-26T16:19Z [---] followers, [---] engagements
"For all the #uranium fans searching the web for $NVDA CEO talking about Nuclear and AI enjoy ⚛🥂"
[X Link](https://x.com/ErezShapira/status/1839939310943965518) 2024-09-28T08:04Z [---] followers, [--] engagements
"#Uranium 🧵 ⚛ Nuclear Power Plant Production: Going Big or Going Home 🏭 1/ Fleet Mode or Bust: Building #nuclear plants like cars on an assembly line That's the ticket to #energy dominance. Here's why mass production beats bespoke:💡 2/ France's Nuclear Playbook: - Standardization: France didn't just build reactors; they replicated success. This led to a nuclear fleet that's both reliable and cost-effective turning them into the electricity exporters of Europe. Low costs high output that's the French way. 3/ China's Nuclear Surge: - Speed & Scale: China's not playing checkers; they're"
[X Link](https://x.com/ErezShapira/status/1840426880651886923) 2024-09-29T16:22Z [---] followers, [---] engagements
"natural gas might be gearing up for some interesting moves 📈 $EQT #energy #natgas"
[X Link](https://x.com/ErezShapira/status/1841451738810683900) 2024-10-02T12:14Z [---] followers, [---] engagements
"reminder : The Cameco-Westinghouse Deal: 🧵#uranium 1/ The Acquisition: Last year $CCJ alongside Brookfield Renewable has acquired Westinghouse Electric Company marking a new chapter not just for the companies involved but for the entire nuclear energy sector. 2/ Why Investors Should Care: This isn't just another corporate acquisition. It's a strategic move positioning Cameco as more than a uranium miner; it's transforming into a #nuclear energy powerhouse. Yet market reactions haven't fully caught onto the potential here. 3/ Synergy of Strengths: Combining Cameco's upstream uranium expertise"
[X Link](https://x.com/ErezShapira/status/1841797043662061730) 2024-10-03T11:06Z [---] followers, [---] engagements
"📣 Dustin Garrow with over four decades of expertise in the #Uranium industry offers invaluable insights in his latest interview. This is essential viewing for anyone involved or interested in the uranium market. Tune in to enhance your understanding of future market trends.⚛💡 In this edition of CEO a& Market Expert Interviews Uranium legend with 50+ years of experience Dustin Garrow talks about the #uranium market supply-demand gap shortages AI impact contranting and more. Watch here: https://t.co/c8JSKflvCv In this edition of CEO a& Market Expert Interviews Uranium legend with 50+ years of"
[X Link](https://x.com/ErezShapira/status/1842534246193189335) 2024-10-05T11:56Z [---] followers, [----] engagements
"Macron's call for an arms embargo on Israel is diplomacy as theater: a grand gesture full of sound and fury signifying perhaps more about France's self-perception than about Middle Eastern realities. Here stands France ever the romantic trying to choreograph global politics with the elegance of a ballet yet seemingly forgetting that not all players are on the same stageor in the same play. Churchill quipped about the balance of beauty and challenge in France; today Macron balances precariously between moral high ground and strategic naivety"
[X Link](https://x.com/ErezShapira/status/1842649746634334311) 2024-10-05T19:35Z [---] followers, [---] engagements
"@DrEliDavid Remember when Beirut was dubbed the Paris of the Middle East Now Paris might just be the Beirut of Europe"
[X Link](https://x.com/ErezShapira/status/1842651122726469934) 2024-10-05T19:40Z [---] followers, 35.7K engagements
"🧵CVX-CNQ Deal: 🛢 1/ The Deal: Chevron $CVX divests from the Athabasca #OilSands to Canadian Natural Resources $CNQ for a nifty $6.5 billion. A move that speaks volumes not just in dollars but in strategy. 2/ Why This Matters: Chevron's exit from high-cost high-carbon assets isn't just about cleaning up their portfolio. It's a nod towards the future. A future where capital efficiency and ESG considerations start taking the front seat. 3/ For CNQ: This isn't just an acquisition; it's a statement. They're betting big on oil sands suggesting there's still life in these old fields. Long-life"
[X Link](https://x.com/ErezShapira/status/1843243470871281713) 2024-10-07T10:54Z [---] followers, [---] engagements
"MEG #Energy: A New Chapter in Financial Strategy 🛢 $MEG.TO Energy has recently announced the completion of its strategic debt reduction initiative achieving a notable US$600 million debt target. This accomplishment marks a pivotal moment for the corporation signaling a robust turnaround in its financial structuring. The implications of this strategic completion are manifold: Enhanced Shareholder Value: By transitioning to a policy of returning 100% of free cash flow to shareholders MEG Energy underscores its commitment to enhancing shareholder value. This move is poised to make MEG an"
[X Link](https://x.com/ErezShapira/status/1843333820071784908) 2024-10-07T16:53Z [---] followers, [---] engagements
"link to TD Securities #Nuclear Fuel Cycle & Next Generation Nuclear Roundtable with Grant Isaac Executive Vice-President and CFO of $CCJ from yesterday ⚛🦍 http://tiny.cc/xdjpzz http://tiny.cc/xdjpzz"
[X Link](https://x.com/ErezShapira/status/1843992518079484399) 2024-10-09T12:30Z [---] followers, [--] engagements
"Oh their noble quest was to play the grand peacemaker keeping Hezbollah at arm's length from southern Lebanon. Clearly it never dawned on them that sticking around might require a rather swift exit strategy unless they fancied a firsthand lesson in the repercussions of playing nice with terrorists"
[X Link](https://x.com/ErezShapira/status/1845186017881702565) 2024-10-12T19:33Z [---] followers, [--] engagements
"⚛#Uranium news: $LEU has issued $402.5 million in convertible senior notes carrying a 2.25% interest rate and due in [----]. These notes were sold in a private placement under Rule 144A to qualified institutional buyers. The initial conversion rate is set at [-------] shares of Class A common stock per $1000 principal equating to an initial conversion price of about $97.50📢per share. Key Points: - Interest: 2.25% per annum payable semi-annually on May [--] and November [--] starting May [--] [----]. Maturity: Notes mature on November [--] [----] unless earlier converted redeemed or repurchased. Ranking: Senior"
[X Link](https://x.com/ErezShapira/status/1854849441359937970) 2024-11-08T11:32Z [---] followers, [---] engagements
"$IBM IBM and UFC have announced a groundbreaking partnership making IBM the UFC's first-ever Official Global AI Partner. The collaboration will introduce the UFC Insights Engine powered by IBM's watsonx AI platform set to launch in early [----]. The system will provide real-time analysis fight insights and outcome predictions across UFC's viewing platforms reaching fans in [---] countries. The engine will leverage IBM's Granite large language models and UFC's data feeds to deliver advanced analytics fighter tendencies and match projections integrating these insights into UFC's broadcasts social"
[X Link](https://x.com/ErezShapira/status/1857051416059117940) 2024-11-14T13:22Z [---] followers, [--] engagements
"$CCJ leaders lead"
[X Link](https://x.com/ErezShapira/status/1859665319364788520) 2024-11-21T18:28Z [---] followers, [--] engagements
"$CCJ 🦍 We are very excited to announce that the Westinghouse eVinci microreactor has received @NRC approvals that make our microreactor the first and only one with an NRC-approved I&C system. It opens a path to autonomous operation Learn more: https://t.co/JqfdcYgeYn https://t.co/eOwA2kCADL We are very excited to announce that the Westinghouse eVinci microreactor has received @NRC approvals that make our microreactor the first and only one with an NRC-approved I&C system. It opens a path to autonomous operation Learn more: https://t.co/JqfdcYgeYn https://t.co/eOwA2kCADL"
[X Link](https://x.com/ErezShapira/status/1864627679577645312) 2024-12-05T11:07Z [---] followers, [--] engagements
"🚨⚛DOE Selects Silex for Domestic #Uranium Enrichment 🐂 $CCJ The U.S. Department of Energy has just announced a significant move towards enhancing domestic nuclear fuel production by selecting Silex Systems for their innovative laser enrichment technology. Here's what you need to know: Silex Systems an Australian firm brings to the table the SILEX (Separation of Isotopes by Laser EXcitation) technology which promises to be a game-changer in uranium enrichment. This tech could reduce energy inputs costs and environmental impact compared to traditional methods. But here's where it gets"
[X Link](https://x.com/ErezShapira/status/1866830010436223369) 2024-12-11T12:58Z [---] followers, [---] engagements
"🪄Ah the ancient art of engineeringwhere math isn't just a subject it's the spellbook for conjuring the marvels of modern life You argue and I must say with a flair for drama that technology isn't just studied but lived through the wizardry of engineering. You see while some might dabble in the broad strokes of "technology" it's the engineers who dive into the nitty-gritty wielding equations like magic wands to turn the abstract into the concrete. From the spellbinding simplicity of a paperclip to the grand illusions of skyscrapers or spacecraft engineering is indeed where reality bends"
[X Link](https://x.com/ErezShapira/status/1873094087944945811) 2024-12-28T19:50Z [---] followers, [----] engagements
"The semiconductor industry is witnessing a significant shift with Nvidia's latest Blackwell GPUs which reportedly require [--] to [--] times more testing than their predecessors the Hopper H100. This complexity not only underscores the technological advancement in GPU manufacturing but also signals a lucrative opportunity for companies specializing in semiconductor testing equipment. The Issue: Nvidia's Blackwell B100 and B200 GPUs with their intricate design including two compute chiplets and eight HBM3E stacks necessitate extensive testing to ensure quality and performance. This increased testing"
[X Link](https://x.com/ErezShapira/status/1873336287823835187) 2024-12-29T11:52Z [---] followers, [--] engagements
"@leadlagreport How about "Exquisitely doomed" It's like a fine wine - aged to perfection in our dystopian reality. 🍷😉"
[X Link](https://x.com/ErezShapira/status/1875635703935332371) 2025-01-04T20:09Z [---] followers, [--] engagements
"🚨 SANCTIONS SHOCKWAVE IN TANKER MARKET $FRO $ECO Aframaxes hit hard by sanctions but don't get caught holding the bag 💼Here's the real scoop: [--]. **VLCCs on the Rise**: With Russian dark fleet inefficiencies VLCCs are now key for moving replacement barrels. China & India demand stability and VLCCs are the answer. Expect rates to soar 📈 [--]. **Crude Tankers Gain**: All tanker rates will spike but crude tankers especially VLCCs are set for longer-term benefits as Asia's crude supply chain adjusts. [--]. **Older Tankers Beware**: Buying older tankers for Russian/Iranian trades is risky. Their value"
[X Link](https://x.com/ErezShapira/status/1879122035017744518) 2025-01-14T11:03Z [---] followers, [---] engagements
"@fermatslibrary Together with Tetsuo Goto Nambu developed the Nambu-Goto action which describes the dynamics of a relativistic string in string theory. This action is crucial in the theoretical framework of string theory providing a mathematical description of how strings move in spacetime"
[X Link](https://x.com/ErezShapira/status/1880702026084159954) 2025-01-18T19:41Z [---] followers, [----] engagements
"SK Hynix's results suggest mixed impacts for Micron Technology $MU The rise in DRAM prices due to HBM demand could benefit MU's HBM segment potentially boosting revenue. However the projected decline in overall DRAM and NAND shipments might pressure MU's standard memory sales. The positive outlook for HBM might buoy investor sentiment for MU but the broader market downturn could limit any stock surge unless MU outperforms expectations or manages market share gains. SK Hynix's planned increase in capital expenditures hints at industry investment in memory growth areas which could be positive"
[X Link](https://x.com/ErezShapira/status/1882356243219558622) 2025-01-23T09:14Z [---] followers, [---] engagements
"@MMoney642 Nuclear energy $CCJ Cameco $BWXT BWX technologies $LEU centrus energy $UEC uranium energy corp"
[X Link](https://x.com/ErezShapira/status/1931386242580496435) 2025-06-07T16:22Z [---] followers, [---] engagements
"@BretRosenthal"
[X Link](https://x.com/ErezShapira/status/1945180614518325335) 2025-07-15T17:56Z [---] followers, [--] engagements
"#uranium $BWXT ⚛🦾announced today the award of U.S. Naval Nuclear Propulsion Program contracts totaling approximately $2.6 billion including future year options for manufacturing naval nuclear reactor components. The contracts primarily support Virginia and Columbia-class submarines as well as some work for certain Ford-class aircraft carrier components. Products contracted with these awards will be delivered during the next six to eight years"
[X Link](https://x.com/ErezShapira/status/1945821684834959776) 2025-07-17T12:23Z [---] followers, [---] engagements
"@EmmanuelMacron 🤡 @EmmanuelMacron championing a Palestinian state while France clings to its colonial relics like Guadeloupe Martinique and New Caledonia is peak hypocrisy. Decolonize your own backyard before preaching self-determination"
[X Link](https://x.com/ErezShapira/status/1949003159478685927) 2025-07-26T07:05Z [---] followers, [---] engagements
"🦉Great insights from Poten & Partners on Argentinas shale oil boom Vaca Muertas production is set to hit 1.1M b/d by [----] boosting exports. Impressive growth but infrastructure challenges remain. Big potential for YPF (state leader) Shell (LNG projects) Chevron (Vaca Muerta fields)"
[X Link](https://x.com/ErezShapira/status/1949033374678388981) 2025-07-26T09:05Z [---] followers, [---] engagements
"$BWXT is powering the #nuclear renaissance and its time to pay attention As a leader in nuclear tech BWX Technologies Inc. is driving the future of clean reliable energy with a massive $6.7B backlog and game-changing partnerships with Westinghouse GE Vernova $GEV Cameco $CCJ and more. From large reactors to cutting-edge small modular reactors (SMRs) BWXT is at the heart of the global shift to carbon-free power. Heres why it is a powerhouse to watch: [--] Large Reactor Dominance: BWXT is a trusted supplier of reactor vessels steam generators and fuel for both commercial reactors and U.S. Navy"
[X Link](https://x.com/ErezShapira/status/1949048079430107471) 2025-07-26T10:04Z [---] followers, [---] engagements
"$PANW just went on a $25 BILLION shopping spree to acquire CyberArk and Wall Street immediately threw a massive tantrum. 😠 The market's reaction was swift and brutal; a two-day slide in the stock price wiped out the entire year-to-date gains. Ouch. 📉 So is this a case of reckless spending or a calculated masterstroke According to CEO Nikesh Arora its the latter. He argues this move is the final crucial piece of a grand puzzle. Palo Alto has been building a "one-stop shop" cybersecurity platform and identity security was the one glaring hole. Acquiring CyberArk plugs that gap aiming to"
[X Link](https://x.com/ErezShapira/status/1950625695262019900) 2025-07-30T18:33Z [---] followers, [---] engagements
"Here is a summary of Cameco's Q2 [----] report: 🦍#uranium $CCJ announced a stellar Q2 [----] showing strong growth and a brighter outlook for the year. 🚀 ✨ Q2 Financial Highlights: Net Earnings: Soared to $321 million up from $36 million in Q2 [----]. Adjusted EBITDA: Reached $673 million a 96% increase from the previous year. Revenue: Grew by 47% to $877 million. ⚛ Key Drivers & Outlook: Westinghouse Power-Up: The Westinghouse segment significantly boosted results largely due to its involvement in building two new nuclear reactors in the Czech Republic. 🔭Upgraded [----] Forecast: Cameco's share"
[X Link](https://x.com/ErezShapira/status/1950870990243692786) 2025-07-31T10:47Z [---] followers, [---] engagements
"@Go_Rozen The historical precedent is undeniable. When the White House decides it needs lower rates it usually gets them one way or another. The cost is paid later in inflation. Thanks for connecting the dots to today's market"
[X Link](https://x.com/ErezShapira/status/1952456891365253368) 2025-08-04T19:49Z [---] followers, [---] engagements
"$BWXT just dropped a massive Q2 [----] earnings report showcasing accelerating demand across its #nuclear markets. The company beat expectations and raised its full-year guidance. ⚛ Heres the breakdown: 🧵 Key Financial Highlights * Record Backlog: Soared to a stunning $6 BILLION up 70% year-over-year with a powerful [---] organic book-to-bill ratio. * Strong Growth: Double-digit adjusted EBITDA & EPS growth. * Guidance UP: Raised [----] guidance for revenue EBITDA EPS and free cash flow. Government Operations Powering Ahead ⚓ * BWXT locked in a new $2.6 BILLION pricing agreement for naval nuclear"
[X Link](https://x.com/ErezShapira/status/1952615396353470960) 2025-08-05T06:19Z [---] followers, [---] engagements
"$CEG $DUK $SO $D $AEP"
[X Link](https://x.com/ErezShapira/status/1952791911825326272) 2025-08-05T18:00Z [---] followers, [---] engagements
"$PAAS reported strong Q2 [----] results beating analyst estimates on both revenue and earnings. 🦉 Key financial results for the quarter: ✅ Revenue: $811.9M (+18.3% Y/Y) beating estimates by $39.53M. ✅ Adj. EPS: $0.43 beating estimates by $0.03. ➡ Net Earnings: $189.6 million. ➡ Free Cash Flow: $233.0 million. Reflecting this performance PAAS announced a 20% dividend increase to $0.12 per share. The company returned approx. $103.5M to shareholders in H1 [----]. On the strategic front the acquisition of MAG Silver is proceeding and is expected to close in H2 [----]. This transaction is projected to"
[X Link](https://x.com/ErezShapira/status/1953414982424576310) 2025-08-07T11:16Z [---] followers, [---] engagements
"#Grok Imagine prompt: At noon in a solar-forged desert empire a sentinels upper body wears armor of polished alabaster porcelain with turquoise wave patterns and rose-gold filigree that radiates under blazing sunlight. The camera closes in on the chest where swirling engravings mimic ocean currents reflecting golden rays. Shoulder plates feature micro-etched glyphs glinting with prismatic highlights. The helmets surface shimmers with embedded mica flecks. Cinematic vibrant lighting brings the ultra-realistic 8k textures to life"
[X Link](https://x.com/ErezShapira/status/1954113553964716498) 2025-08-09T09:32Z [---] followers, [--] engagements
"$CCJ - the sheer breadth of Cameco and Westinghouse's combined capabilities is unparalleled in the publicly traded market. This strategic repositioning allows Cameco to capitalize on the growing global demand for reliable carbon-free baseload power effectively transforming their business model from simply selling #uranium to delivering the promise of clean "electrons".⚡🦍"
[X Link](https://x.com/ErezShapira/status/1958868334134346181) 2025-08-22T12:26Z [---] followers, [---] engagements
"The Interior Department and USGS just released the draft [----] List of Critical Minerals a key strategy for securing our domestic supply chains. ⛓ This years list identifies [--] essential commodities and is backed by a powerful new risk assessment model. This model analyzes how supply disruptionslike a trade restriction on rhodium from South Africa for examplecould impact the U.S. economy ranking minerals by their probability-weighted risk. Based on this new analysis the minerals with the highest potential impact on the U.S. economy are samarium rhodium and lutetium. The draft also recommends"
[X Link](https://x.com/ErezShapira/status/1960044507338006914) 2025-08-25T18:20Z [---] followers, [--] engagements
"$CRWD shares are down despite a strong fiscal Q2 earnings report that beat revenue and EPS estimates. The Good:📈 Revenue & EPS beat expectations. Record Net-New Annual Recurring Revenue (ARR) of $221M a key indicator of future growth that accelerated ahead of schedule. The "Bad":📉 The stock dropped due to a slightly weaker-than-expected revenue guide for Q3 and the full year. The Context: Management attributes the soft revenue guide to a temporary strategic customer retention program (costing $10-15M/quarter) following last year's outage not a slowdown in demand. Crucially while the revenue"
[X Link](https://x.com/ErezShapira/status/1961030438622806389) 2025-08-28T11:37Z [---] followers, [--] engagements
"$ELF We have launched a Substack 🍾🥂💃 Can be found here https://t.co/r7ZIUwR7j0 You will want to subscribe free And you will get exclusive. ARMR Research reports of ARMR Whiteboard Top Shelf investment ideas Our 1st report dropped today on $ELF Weekly Sunday night Week in We have launched a Substack 🍾🥂💃 Can be found here https://t.co/r7ZIUwR7j0 You will want to subscribe free And you will get exclusive. ARMR Research reports of ARMR Whiteboard Top Shelf investment ideas Our 1st report dropped today on $ELF Weekly Sunday night Week in"
[X Link](https://x.com/ErezShapira/status/1963939561316241672) 2025-09-05T12:17Z [---] followers, [--] engagements
"Here's the deal with Centrus Energy $LEU in a nutshell 🥜: They're leveling up from a simple #nuclear fuel broker to the ONLY Western producer of HALEU ⚛ the special sauce for next-gen reactors. This gives them a monster competitive moat. 🏰 Why the buzz Geopolitics: The world is trying to cut Russia out of the nuclear fuel game. ✌ AI's Thirst: Data centers need epic amounts of 24/7 clean power. Nuclear is the answer. 🤖⚡ But there are risks: Execution: Building the multi-billion dollar factory is a huge lift. 🏗💸 Politics: Heavily dependent on government support. 🏛 It's a high-stakes play"
[X Link](https://x.com/ErezShapira/status/1966159662375485877) 2025-09-11T15:19Z [---] followers, [---] engagements
"$CCJ has secured a long-term #uranium hexafluoride (UF6) supply agreement with Slovensk elektrrne to help power their five nuclear reactors in Slovakia from [----] to [----]. 🤝 For those tracking the industry this is a significant move for Slovakia's energy security. It also signals long-term demand for uranium concentrate (U3O8) the feedstock needed to produce the UF6. Securing nuclear fuel for a decade is one way to make sure your future is bright 😉 Cameco Signs Long-Term UF6 Supply Agreement with Slovensk elektrrne https://t.co/pplqoUMJCq https://t.co/RAsmKwaJTp Cameco Signs Long-Term UF6"
[X Link](https://x.com/ErezShapira/status/1966835385167704372) 2025-09-13T12:04Z [---] followers, [---] engagements
"Game-changer for the industry. $CRWD & $META are introducing open-source benchmarks to transparently evaluate AI in cybersecurity. This initiative moves us from marketing claims to data-driven proof of efficacy. A huge step forward for standardization and trust"
[X Link](https://x.com/ErezShapira/status/1967591086505034166) 2025-09-15T14:07Z [---] followers, [--] engagements
"$CRWD $META Tired of the AI hype in cybersecurity Let's talk about the Wild West of AI security claims. and how it's finally being tamed. The Problem We All Faced: For years trying to pick a security AI was a joke. Here's why: 🤫 "Trust Me Bro" Data: Vendors used their own secret data to claim they were #1. You couldn't check their work. ✨ Buzzword Bingo: Companies just yelled "AI-POWERED" and "NEXT-GEN ML" hoping no one would ask for proof. 💥 Useless Perfection: A model that's "99.9% accurate" but misses the one devastating attack is like a waterproof teabag. Utterly pointless. This left"
[X Link](https://x.com/ErezShapira/status/1967594009964253205) 2025-09-15T14:19Z [---] followers, [--] engagements
"A major win for Global Laser Enrichment (GLE) and its partners $CCJ 49% and Silex Systems 51% ⚛💡 GLE has officially aced its final exam announcing that its large-scale laser technology demonstration in North Carolina was a resounding success. The data is in and the SILEX laser enrichment process is commercially viable This is a massive step forward for U.S. energy independence and supply chain security. After months of testing GLE has proven it can provide a domestic solution for enriching #uranium. Why does this matter With 20% of U.S. electricity powered by nuclear this move helps end the"
[X Link](https://x.com/ErezShapira/status/1968353602457538907) 2025-09-17T16:37Z [---] followers, [---] engagements
"A new sophisticated cyber threat is on the rise as nation-state actors weaponize generative AI. According to $CRWD CEO George Kurtz North Korean operatives are using AI to build fake yet completely believable candidate profiles to infiltrate companies. "AI is being used to create resumes to create backgrounds to create LinkedIn profiles to make it look like a North Korean operative is a real person" Kurtz explained. "Many times the employer never even sees this person. They get hired. They get a computer. and then North Korean operatives access that once its on the network. And then its game"
[X Link](https://x.com/ErezShapira/status/1968534591238537571) 2025-09-18T04:36Z [---] followers, [---] engagements
"In a stunning plot twist that has the entire semiconductor industry buzzing rivals $NVDA and $INTC have decided to bury the hatchet. right into the backs of their competitors. The two giants just announced a major partnership that feels a bit like watching a lion and a gazelle decide to open a joint venture. Here's the breakdown of this unholy yet fascinating alliance: Part 1: The Money -💰Nvidia is injecting a cool $5 billion into Intel common stock essentially placing a massive bet on its old rival's comeback tour. This isn't just a friendly gesture; it's a strategic investment that says"
[X Link](https://x.com/ErezShapira/status/1968757947959218436) 2025-09-18T19:24Z [---] followers, [---] engagements
"Uranium hunt in KHNP's lair Bids None yetghost town affair. Sixty-five to one-oh-one a pound Prices dip like a clown's sad frown. Niger's mine naps in market gloom While Goldman dreams of trillion boom. South Korea waits fuel dreams deferred Hoping suppliers aren't too absurd"
[X Link](https://x.com/ErezShapira/status/1969788953768456516) 2025-09-21T15:40Z [---] followers, [---] engagements
"The assertion that $UEC has "no proven or probable reserves" is a deliberate and misleading critique that exploits the nuances of mining disclosure standards to create a false perception of risk. UEC reports its assets as "Mineral Resources" in accordance with the U.S. Securities and Exchange Commission's S-K [----] framework. For In-Situ Recovery (ISR) projects the dominant methodology in UEC's portfolio the path to production is fundamentally different from conventional hard-rock mining. ISR operations involve lower capital intensity and more predictable geology making it standard industry"
[X Link](https://x.com/ErezShapira/status/1970074372862804190) 2025-09-22T10:35Z [---] followers, [---] engagements
"Appreciate the diligence on the numbers. The [--] Mlb/yr license is for the recently acquired Sweetwater complex not the currently operating Irigaray plant. Irigaray's operational capacity is indeed in that [---] Mlb/yr range. It's standard for a plant's current operational capacity to be lower than its total site license. And comparing the first few months of a restart to a full-year capacity isn't an apples-to-apples comparison. That's just how ramp-ups work"
[X Link](https://x.com/ErezShapira/status/1971091287357977066) 2025-09-25T05:55Z [---] followers, [--] engagements
"news coming out of Southern Ohio today. Centrus Energy $LEU just announced a multi-billion-dollar investment to massively expand its #uranium enrichment plant in Piketon. This is a seriously big deal for U.S. energy and national security. Here's why this matters: Energy Independence: This is a direct move to onshore our nuclear fuel supply chain and break our dependence on foreign nations like Russia. For decades we've relied on others for enriched uranium. This project aims to change that. Jobs for Ohio: The plan includes creating [---] new high-skilled permanent jobs and [----] construction"
[X Link](https://x.com/ErezShapira/status/1971139612539044219) 2025-09-25T09:08Z [---] followers, [----] engagements
"🦉Well the timing is shall we say impeccable. 🤔 Just as the world puts its "Team #Nuclear " jersey back on for the great decarbonization game we get a memo from the coach. Kazatomprom Kazakhstan's atomic giant and the world's top #uranium supplier has gently informed us that we're heading for a "structural uranium deficit" by [----]. 📉 It seems the all-you-can-eat buffet of cheap easy-to-mine uranium that powered the last few decades is finally closing. According to their CFO "The era of cheap uranium.is fading." The proposed solution to meet the coming demand Just casually create "at least"
[X Link](https://x.com/ErezShapira/status/1971474907293716565) 2025-09-26T07:20Z [---] followers, [----] engagements
"After a turbulent period the investment case for Boeing $BA is looking clearer than ever. Heres the flight plan on why this industrial giant is a compelling buy right now. ✈ [--]. The Ultimate Vote of Confidence: The FAA Green Light ✅ The big news today is the game-changer. The FAA is reportedly easing its tight restrictions preparing to lift the [---] MAX production cap from [--] to [--] jets/month and restoring Boeing's authority to handle its own final safety checks. After months of intense scrutiny this is the regulator's nod that the comprehensive safety and quality overhaul is working. The"
[X Link](https://x.com/ErezShapira/status/1971561906495193149) 2025-09-26T13:06Z [---] followers, [---] engagements
"The number that truly matters in the #uranium market just moved. The long-term contract price for September printed at $83.00. This is the first material step-up after stalling at the $80 plateau for over a year. While spot price gets the headlines this is what utilities are actually paying to secure long-term supply. The stalemate is broken"
[X Link](https://x.com/ErezShapira/status/1973660509741187440) 2025-10-02T08:05Z [---] followers, [----] engagements
"🦉A deep dive into the "Takaichi Pivot"Prime Minister Sanae #Takaichi is orchestrating the most significant reshaping of Japan's #energy policy since the Fukushima disaster. This isn't just about kilowatts; it's a core pillar of her "Japan First" nationalist agenda blending economic strategy geopolitical ambition and a high-stakes technological vision. 💡 Heres the breakdown of her transformative strategy: [--]. The #Nuclear Renaissance ☢ At the heart of the Takaichi doctrine is a full-throated revival of nuclear power aimed at securing energy independence and decarbonization. * Restarting the"
[X Link](https://x.com/ErezShapira/status/1975117646463959239) 2025-10-06T08:35Z [---] followers, [---] engagements
"Japan adds #uranium to its list of critical minerals. This is a significant signal for the global nuclear fuel market. The move is expected to trigger a wave of overseas investment from Japanese trading houses into uranium mining and enrichment projects to diversify supply away from Russia & China. With [--] reactors restarted and [--] more awaiting approval Japan is re-committing to nuclear power creating a more secure long-term demand profile for uranium. A key development for investors in the nuclear sector"
[X Link](https://x.com/ErezShapira/status/1975259147546304636) 2025-10-06T17:57Z [---] followers, [----] engagements
"Watching the energy sector's evolution it's clear $GEV is building a formidable competitive moat. Their strategy isn't just about participating in the #energy transition; it's about leading it from two critical synergistic fronts: natural gas and advanced #nuclear. On one hand their gas power division particularly the highly efficient HA-turbine fleet remains the gold standard. It provides the essential flexible power needed to stabilize the grid and support the intermittent nature of renewablesa crucial and profitable role for decades to come. On the other hand their strategic partnership"
[X Link](https://x.com/ErezShapira/status/1975967741912789165) 2025-10-08T16:53Z [---] followers, [---] engagements
"Major Clean Energy Expansion: $AMZN to Triple Size of X-energy Advanced #Nuclear Plant In a landmark move for the future of clean energy Amazon has unveiled plans to triple the size of its planned nuclear power facility with developer X-energy. The project now named the Cascade Advanced Energy Facility is set to become a nearly 1-gigawatt clean energy powerhouse in the Pacific Northwest. Project Scale & Technology: Originally proposed as a 320-megawatt plant the expanded facility will now generate a maximum of [---] MW. This will be achieved through a phased construction of [--] advanced Small"
[X Link](https://x.com/ErezShapira/status/1978835601676755365) 2025-10-16T14:49Z [---] followers, [---] engagements
"$DYL with $235million cash in bank to develop Tumas deposit after completing tranche [--] of their capital raising yesterday another beautiful chart #uranium ⚛🦘"
[X Link](https://x.com/ErezShapira/status/1786342262714069441) 2024-05-03T10:29Z [---] followers, [----] engagements
"⚛ $KAP Signals Tighter #Uranium Market with [----] Production Cut In a move with significant implications for the global uranium market Kazatomprom the world's largest producer has announced a planned 10% reduction in its uranium production forecast for [----]. The adjustment was revealed as part of the company's half-year financial results and updated production strategy. This decision by the Kazakh state-owned company is expected to further tighten the already constrained uranium supply adding upward pressure on prices. The market has been closely watching for any signals from major producers"
[X Link](https://x.com/ErezShapira/status/1958818270368112976) 2025-08-22T09:07Z [---] followers, [----] engagements
"🦉 Heres a powerful mental model for analyzing Tidewater $TDW Think of it as a global "maritime real estate" company. This simple analogy helps clarify the entire business model and its current powerful cycle. Here's how it breaks down: 👇 The core parallels: * The Vessels are the income-producing properties 🏢 * The Day Rates are the monthly rent 💵 * The Utilization Rate is the occupancy rate ✅ * Offshore Regions are the real estate markets (Location Location Location) 🌎 Just like in real estate the key is supply and demand. For years there was a glut of vessels ("properties") which"
[X Link](https://x.com/ErezShapira/status/1959350262142845306) 2025-08-23T20:21Z [---] followers, [---] engagements
"You're absolutely right BWX Technologies $BWXT has been doing this for over [--] years supplying the compact #nuclear reactors that power the entire US Navy fleet of submarines and aircraft carriers. It's a fantastic example of proven reliable military technology paving the way for commercial innovation. Great to see the private sector catching up ⚛ #SMR https://twitter.com/i/web/status/1959698190808039498 https://twitter.com/i/web/status/1959698190808039498"
[X Link](https://x.com/ErezShapira/status/1959698190808039498) 2025-08-24T19:23Z [---] followers, [--] engagements
"🦉The world's top #uranium producers are officially in their "playing hard to get" era. 💅 First Kazatomprom $KAP and now Cameco $CCJ announces a surprise production diet for its massive McArthur River mine. Utilities searching for pounds are basically being left on read. With the two biggest players pulling back the supply deficit narrative just got a whole lot spicier. 🌶 Broader Implications for Uranium Supply: The production cut by Cameco a cornerstone of Western uranium supply is a major signal for the market. It's not happening in a vacuum and has profound implications especially when"
[X Link](https://x.com/ErezShapira/status/1961847339288547434) 2025-08-30T17:43Z [---] followers, [----] engagements
"$ETN CEO's Electrifying Outlook: A Detailed Download Eaton's CEO plugged in after the market closed Thursday and dropped some seriously high-voltage numbers providing a powerful look at the secular growth drivers for electrification. 🔌: [--]. Data Centers: The #AI Boom is Quantified 🤖 The AI hype isn't just talk; it's driving unprecedented investment. Aligning with major market themes like Oracle's recent forecast Eaton's CEO revealed a staggering statistic: The industry-wide data center project backlog has more than TRIPLED in just one year rocketing from $150 billion to a mind-blowing $470"
[X Link](https://x.com/ErezShapira/status/1966839193813791229) 2025-09-13T12:19Z [---] followers, [---] engagements
"The short report on #Uranium Energy Corp $UEC doesn't just misread the financials; it completely ignores the company's strategic chokehold on CRITICAL US infrastructure. This isn't just about mining pounds; it's about controlling the processing bottleneck. 🧵 1/ Recap: Flawed Financials. The short thesis is anchored in historical cash burn & dilution. This is an outdated view. UEC is now a producer generating revenue ($49.8M in the nine months ended April '25) with its Christensen Ranch ISR facility online. The financial inflection is happening NOW. 2/ Recap: Justified Premium. Valuation"
[X Link](https://x.com/ErezShapira/status/1970069257388994965) 2025-09-22T10:14Z [---] followers, [----] engagements
"$AEC just made a significant strategic move ♟ appointing former U.S. Representative Jeff Duncan to its Board of Directors. This is more than just a headline appointment; it's a calculated play to align with U.S. domestic energy policy. Duncan's resume is tailor-made for a #uranium company aiming for a U.S. revival 📋: Nuclear Champion: He was a key force behind the passage of the Advance Act designed to fuel a U.S. nuclear renaissance ⚛🚀. Deep Committee Experience: Served on crucial House committees including Energy & Commerce Natural Resources and Homeland Security 🏛. Leadership Roles:"
[X Link](https://x.com/ErezShapira/status/1970472316652880154) 2025-09-23T12:56Z [---] followers, [---] engagements
"Key #Uranium Sector Development: Yellow Cake $YCA.L moves to acquire more physical UO signaling strong confidence in the market. Yellow Cake plc has announced a proposed non-pre-emptive placing to raise $125M. The primary use of proceeds is to purchase [----] million lbs of physical uranium. Key Details & Implications: Strategic Acquisition: The funds will be used to fully exercise YCA's [----] purchase option with Kazatomprom $KAP.L the world's largest uranium producer. This removes significant physical volume from potential market availability. Price Signal: The purchase is locked in at"
[X Link](https://x.com/ErezShapira/status/1970772006392967619) 2025-09-24T08:47Z [---] followers, [---] engagements
"$SII wait until this new AUM hits the fee stream of Sprott Inc. wait until this new AUM hits the fee stream of Sprott Inc"
[X Link](https://x.com/ErezShapira/status/1970814543774584934) 2025-09-24T11:36Z [---] followers, [---] engagements
"Just went through the #Uranium Energy Corp $UEC annual report for fiscal year [----] and it confirms a massive strategic shift for the company. They've officially made the jump from developer to producer but the real headline is their aggressive move to become America's only vertically integrated uranium company. They're funding this growth from a position of strength reporting a solid balance sheet with $321 million in liquid assets and zero debt. A few key takeaways for those following the uranium space: Breaking down their operational progress its clear they're building a multi-asset"
[X Link](https://x.com/ErezShapira/status/1970836673073172708) 2025-09-24T13:04Z [---] followers, 10.9K engagements
"Some major news dropped today in the U.S. defense and energy sector thats worth paying attention to. BWX Technologies $BWXT just secured a massive 10-year $1.6 billion contract from the National #Nuclear Security Administration (NNSA). The goal is to establish a domestic supply of High Purity Depleted #Uranium (HPDU) a critical material for national defense. Why this is a big deal: BWXT is now tasked with building and operating a brand-new manufacturing plant in Jonesborough TN. Once it's running this facility will become the sole active source for this material in the entire United States."
[X Link](https://x.com/ErezShapira/status/1973124151394078769) 2025-09-30T20:33Z [---] followers, [---] engagements
"🦉In short $UUUU is raising $600 million (with an option for $700 million) by issuing special debt. This is a sophisticated financial move that appears to be very positive for the company. What is the company doing The company is issuing "Convertible Senior Notes." In simple terms it is taking a large loan of $600 million from major institutional investors. The offering size was increased: Originally the plan was to raise $550 million but due to high demand the amount was increased to $600 million. This is a very positive sign that indicates investor confidence in the company. Very low"
[X Link](https://x.com/ErezShapira/status/1973321400661254257) 2025-10-01T09:37Z [---] followers, 15.5K engagements
"🦉 $NXE has just announced a landmark capital raise securing approximately C800 million by issuing new shares in both North American and Australian markets. The deal is structured as a "bought deal" meaning a syndicate of major investment banks has already committed to buying the entire C800 million share offering. This arrangement not only guarantees the full funding for NexGen but also serves as a massive vote of confidence from the financial community in the company's future. The purpose of this enormous capital injection is laser-focused: to fund the construction of its world-class Rook I"
[X Link](https://x.com/ErezShapira/status/1973619667236192478) 2025-10-02T05:22Z [---] followers, [----] engagements
"🦉#Uranium Energy Corp $UEC Announces Public Offering to Fund US Uranium Facility A significant strategic move from UEC today as they launch a public offering to raise capital. Here's the breakdown: The Offering: 🔹 Size: [--------] shares of common stock. 🔹 Greenshoe Option: Grants underwriter a 30-day option to purchase up to an additional [-------] shares (15%) signaling confidence in demand. 🔹 Lead Underwriter: Goldman Sachs ($GS) is managing the deal adding institutional credibility. Use of Proceeds: The primary goal is to accelerate the development of a new state-of-the-art American"
[X Link](https://x.com/ErezShapira/status/1974072536053739961) 2025-10-03T11:22Z [---] followers, [---] engagements
"$MIR 🦉When evaluating a long-term investment the central question isn't just "What does this company do" but rather "What prevents someone else from doing it better and cheaper" This is the essence of an economic moat. Some companies have moats worthy of a medieval castle complete with impenetrable walls and vigilant defenders. Others frankly are working with an inflatable kiddie pool with a slow leak. Today let's explore the formidable fortress that is Mirion Technologies. At first glance Mirions business of radiation detection and monitoring might seem niche. But it's within this niche"
[X Link](https://x.com/ErezShapira/status/1974127389920637179) 2025-10-03T15:00Z [---] followers, [----] engagements
"⚡PRICING UPDATE: #Uranium Energy Corp $UEC has priced its public offering. The details are in and the company has secured its funding. Heres the breakdown for investors: The Numbers: 💰 Price: $13.15 per share 💸 Gross Proceeds: $203.8 Million (before the underwriter's option to purchase more) 🗓 Expected Closing Date: October [--] [----] The Strategy: The funds are officially earmarked to accelerate the development of a new state-of-the-art American uranium refining & conversion facility. This is a direct play on building a secure domestic nuclear fuel supply chain. The Investor Takeaway: This is"
[X Link](https://x.com/ErezShapira/status/1974131685848412389) 2025-10-03T15:17Z [---] followers, [----] engagements
"🦉It's official Energy Fuels $UUUU Secures $700M War Chest in Landmark Offering Signaling Massive Vote of Confidence the company has successfully closed its convertible notes offering securing a massive US700 million war chest to accelerate its dual-pronged strategy in both #uranium and rare earth elements (REEs). The story here isn't just the final amount; it's the overwhelming market demand that led to it. The offering was upsized twicefirst from an initial target of $550 million to $600 million and then ultimately finalized at $700 million after the syndicate of underwriters led by Goldman"
[X Link](https://x.com/ErezShapira/status/1974923770470019084) 2025-10-05T19:44Z [---] followers, [----] engagements
"🦉 $UEC Secures $203M to Forge America's Vertically Integrated #Uranium Future. Uranium Energy Corp has officially closed its previously announced public offering successfully raising $203 million through the issuance of [----] million shares at $13.15 per share. The offering solely underwritten by Goldman Sachs marks a pivotal moment in the company's strategy and the broader American nuclear fuel cycle. While any equity raise involves dilution (in this case approximately 8.2% before the underwriter's option) the strategic importance of how this capital will be deployed cannot be overstated."
[X Link](https://x.com/ErezShapira/status/1975225660617408678) 2025-10-06T15:44Z [---] followers, [----] engagements
"$Cisco is revolutionizing #AI infrastructure with the launch of its new P200 networking chip. 🚀 This powerful chip is designed to connect AI data centers over vast distances essentially turning multiple sites into one massive supercomputer. Key takeaways: 🔹 Solves the challenge of training huge AI models across geographically separate data centers. 🔹 Major cloud providers like Microsoft Azure & Alibaba are already on board. 🔹 The P200 is incredibly efficient replacing [--] separate chips with one and using 65% less power. This innovation addresses the growing need to build data centers"
[X Link](https://x.com/ErezShapira/status/1975909771724087502) 2025-10-08T13:02Z [---] followers, [---] engagements
"Mirion Technologies $MIR has built an exceptionally strong economic moat based on a few powerful interlocking advantages. In its critical markets of #nuclear power and radiation oncology the immense risk of failure creates punishingly high switching costs. Clients simply will not bet on cheaper unproven alternatives when safety is paramount leading to deep customer loyalty. This is reinforced by formidable regulatory barriers. Gaining the necessary certifications is a multi-year capital-intensive process that effectively deters new competition. Mirion leverages its vast installed base to"
[X Link](https://x.com/ErezShapira/status/1975964630066639257) 2025-10-08T16:40Z [---] followers, [---] engagements
"🦉In the intricate world of advanced technology progress often hinges on materials so specialized they are measured in atoms⚛. From next-generation medicine and #quantum computing to the very heart of carbon-free energy the critical building blocks are enriched isotopes. A U.S. company ASP Isotopes $ASPI is rapidly emerging as a master architect in this essential field executing a strategy that is both pragmatic and profoundly ambitious. What sets ASPI apart is its versatile arsenal of enrichment technologies. The company wields a powerful combination: the proven Aerodynamic Separation"
[X Link](https://x.com/ErezShapira/status/1976317171899744702) 2025-10-09T16:01Z [---] followers, [---] engagements
"Just finished digesting the latest Goldman Sachs note after their investor meetings with Uranium Energy Corp $UEC CEO Amir Adnani. GS is holding firm on their Buy rating and $16 price target and the takeaways suggest the company is moving with serious intent. Heres the breakdown for those following the #nuclear renaissance: 🚀 Full Steam Ahead on a US Conversion Facility The main event is UEC's accelerated push to build a new state-of-the-art uranium conversion facility right here in the US. Fueled by a freshly closed $234M equity raise this isn't just talk. UEC is already working with"
[X Link](https://x.com/ErezShapira/status/1976659993861451991) 2025-10-10T14:44Z [---] followers, 12.2K engagements
"🦉A deep dive into the U.S. rare earth revival reveals two pivotal companies MP Materials $MP and Energy Fuels $UUUU taking distinct yet complementary paths to build a domestic supply chain. While both are crucial their strategies feedstock and target elements tell different stories. MP Materials is executing a powerful "mine-to-magnet" strategy leveraging its world-class Mountain Pass mine in California. Their focus is on achieving massive scale in Light Rare Earths (LREEs) specifically the Neodymium and Praseodymium (NdPr) that form the core of the high-strength permanent magnets essential"
[X Link](https://x.com/ErezShapira/status/1976931363765805082) 2025-10-11T08:42Z [---] followers, [----] engagements
"Further to our discussion on $MP and $UUUU let's look at the immense scale and diverse sourcing behind their strategies. Both are securing critical minerals but from different corners of the globe and with distinct resource bases. MP Materials: Sovereign Resource MP's entire rare earth strategy is anchored by the Mountain Pass mine in California USA. This is North America's only operating rare earth mine and one of the richest LREE (Light Rare Earth Element) deposits globally. The mine holds estimated proven and probable reserves of [----] million metric tons of rare earth oxides (REO) giving"
[X Link](https://x.com/ErezShapira/status/1976953630482661750) 2025-10-11T10:10Z [---] followers, [----] engagements
"JPMorgan has just unveiled a landmark $1.5 Trillion Security & Resiliency Initiative a monumental 10-year plan to fortify America's most critical industries and strengthen national economic security. This initiative includes a powerful direct investment arm of up to $10 billion in equity to accelerate growth and innovation where it's needed most. The firm is targeting [--] strategic sub-areas across four vital themes: 🏭 Supply Chain & Advanced Manufacturing: A major push to reshore key industries and secure vital materials. The focus is on everything from extracting critical minerals and"
[X Link](https://x.com/ErezShapira/status/1977691910987735278) 2025-10-13T11:04Z [---] followers, 11.2K engagements
"ASP Isotopes $ASPI released a significant business update today outlining two key strategic advancements with material implications for their #quantum materials and radiopharmaceutical divisions. First the company has secured its largest supply contract to date for enriched Silicon-28 with delivery to a U.S. customer scheduled for Q1 [----]. This is a notable development as it validates the growing commercial demand for this critical material in quantum computing and advanced semiconductor applications. The contract effectively positions ASPI as an emerging pivotal supplier in the"
[X Link](https://x.com/ErezShapira/status/1977712567876223473) 2025-10-13T12:26Z [---] followers, [---] engagements
"$BWXT Wyoming is making a landmark move to solidify its role as a national energy leader with the Wyoming Energy Authority recommending a $100 million grant to U.S. Navy contractor BWX Technologies (BWXT) for a new advanced #nuclear fuel facility. This is the centerpiece of a larger strategic investment which also includes nearly $10 million for carbon capture research and a potential new coal unit signaling a comprehensive all-of-the-above energy strategy. The $100M grant the first from Wyomings Large Project Energy Matching Fund will support BWXTs proposed $500 million TRISO nuclear fuel"
[X Link](https://x.com/ErezShapira/status/1977802651724099721) 2025-10-13T18:24Z [---] followers, [----] engagements
""You can't put a stock certificate into a reactor." A powerful reminder from Cameco's Grant Isaac that speaks volumes about the current state of the #nuclear fuel market. While investment flows into the #uranium sector the ultimate truth is that financial instruments don't power grids. The growing demand from data centers AI and global electrification requires real physical pounds of uranium. The industry's focus must be on delivery and execution. The bridge from speculation to secure long-term energy production is built with new mines and reliable supply chains not just market sentiment"
[X Link](https://x.com/ErezShapira/status/1978044057000554860) 2025-10-14T10:23Z [---] followers, [---] engagements
"#uranium uptade - ASP Isotopes $ASPI Announces Major Public Offering to Raise $210.3 Million Key Takeaway: Advanced materials and isotope producer ASP Isotopes Inc. (ASPI) has officially priced a significant underwritten public offering securing substantial capital to fund its future operations and growth. The Offering by the Numbers: ASP Isotopes announced it will issue [--------] shares of its common stock. Gross Proceeds: The offering is expected to generate approximately $210.3 million for the company before fees. Offering Price: This equates to a price of approximately $12.25 per share. It"
[X Link](https://x.com/ErezShapira/status/1978474246645965245) 2025-10-15T14:53Z [---] followers, [---] engagements
"#uRANIUM - Major Milestone Achieved: $NXE NexGen Energy Ltd. Successfully Closes Landmark A$1 Billion Global Equity Offering 🌍💰 NexGen Energy Ltd. is proud to announce the successful closing of its significant global equity offering securing aggregate gross proceeds of approximately **A$1 billion (C$950 million)**. This strategic capital raise marks a pivotal moment for the Company and the future of the Rook I Project. The offering was executed through a dual-tranche structure demonstrating robust investor confidence across international markets: [--] North American Offering: Raised gross"
[X Link](https://x.com/ErezShapira/status/1978797453525590060) 2025-10-16T12:17Z [---] followers, [---] engagements
"🦉Breaking down the landmark U.S.-Australia strategic partnership. This is more than a headlineit's a masterclass in geopolitical and economic integration with massive implications for the sectors we watch closely. Heres my analysis of the three core pillars: 🌐 Pillar 1: Critical Minerals & Energy Dominance This new "Critical Minerals Framework" is a direct move to secure a Western-aligned supply chain. The joint $3B+ investment and funding for a new gallium refinery in Australia are game-changers. For investors this significantly de-risks the supply chain and provides a major tailwind for"
[X Link](https://x.com/ErezShapira/status/1980344520270028970) 2025-10-20T18:45Z [---] followers, [---] engagements
"The market's reaction to $GEV's Q3 earnings is a significant disconnect from reality. While the stock is under pressure the fundamentals are exceptionally strong. GE Vernova didn't just beat estimates; it crushed them. Revenue climbed 12% to $9.97B (vs. $9.16B est.) while organic revenue grew a staggering 10% obliterating the 2% Street estimate. Adj. EPS also topped expectations. But the real story for long-term investors is the surge in future demand. Organic orders skyrocketed 55% to $14.6B expanding the total backlog by 15% to over $135B. This backlog provides clear revenue visibility and"
[X Link](https://x.com/ErezShapira/status/1981063459174232260) 2025-10-22T18:21Z [---] followers, [----] engagements
"GE Vernova Q3 [----] Call: A Strategic Masterstroke with Prolec GE and an Emphatic Confirmation of the Gas Power Boom GE Vernovas $GEV third-quarter [----] earnings call was a pivotal event. While the headline numbers were strong the subsequent analyst Q&A session provided the real narrative revealing a company solidifying its dominance in the grid space and managing the gas power super-cycle with a clear-eyed focus on long-term profitability. The Prolec GE "Home Run": Why the Deal is Bigger Than It Looks The Q&A illuminated that the Prolec GE acquisition is far more than a simple consolidation."
[X Link](https://x.com/ErezShapira/status/1981071783827824974) 2025-10-22T18:54Z [---] followers, [---] engagements
"$IBM Q3'25 Earnings Call Q&A Summary Here is the signal from the noise. Management (Arvind Krishna & Jim Kavanaugh) fielded questions with high confidence particularly around Free Cash Flow sustainability the Red Hat growth path and the true drivers of the AI-led margin expansion. [--]. On Free Cash Flow (FCF) Sustainability (Evercore ISI) The Question: The new $14B FCF guide is massive (implying 125% conversion). Is this a one-time pull-forward or is this the new sustainable base The Answer (Management's Read): This is the new base. The $14B is "high quality high sustainable" and driven by"
[X Link](https://x.com/ErezShapira/status/1981379887710576824) 2025-10-23T15:19Z [---] followers, [---] engagements
"A massive story is quietly unfolding at the critical intersection of #AI and #Nuclear Energy. South Carolina's major power provider Santee Cooper is now in advanced exclusive talks to sell two inactive nuclear reactors to Brookfield Asset Management $BAM one of the world's largest asset managers with over $1 trillion AUM. The sole purpose of this multi-billion dollar deal: to resurrect these dormant plants to generate massive 24/7 clean power for the data centers underpinning the AI boom. This is a story of a spectacular failure and a potential strategic rebirth. These two reactors are at the"
[X Link](https://x.com/ErezShapira/status/1981757607745364134) 2025-10-24T16:20Z [---] followers, [---] engagements
"$CCJ #Uranium🚨Fermi America has just announced critical strides in developing its colossal Project Matador HyperGrid in Texas poised to power the next generation of AI. The company has officially inked Front-End Engineering Design (FEED) contracts with Hyundai E&C and forged agreements with Doosan Enerbility & Siemens Energy for its groundbreaking initiative to deploy four Westinghouse AP1000 nuclear reactors delivering [--] GW of stable clean power. This monumental [--] GW hybrid power campus co-founded by Toby Neugebauer & former Energy Secretary Rick Perry is set to transform Carson County"
[X Link](https://x.com/ErezShapira/status/1982867900617896400) 2025-10-27T17:52Z [---] followers, [---] engagements
"🦍Fleet mode - US Gov't Brookfield $BAM and Cameco $CCJ Announce TRANSFORMATIONAL Partnership to Deploy Westinghouse Nuclear Technology This is a seismic move for America's energy and tech future. A new strategic partnership has been formed between the United States Government Brookfield Asset Management and Cameco to accelerate the deployment of nuclear power directly linked to winning the global #AI race. Heres the breakdown of this historic announcement: [--]. The Core Deal: $80 Billion+ in New Nuclear At the center of this partnership is a commitment to construct at least $80 billion of new"
[X Link](https://x.com/ErezShapira/status/1983117281501565308) 2025-10-28T10:22Z [---] followers, [---] engagements
"Mirion Technologies $MIR Q3 [----] Earnings: Strong Profit Beat & Nuclear Momentum Continues Mirion delivered a solid Q3 [----] beating profit expectations and reaffirming its full-year guidance. The results were driven by significant strength in its core #nuclear end-market bolstered by key strategic acquisitions and major contract wins. 📊 Q3 [----] Financial Highlights (YoY) Revenue: $223.1 million a +7.9% increase from $206.8 million in Q3 [----]. This was broadly in line with analyst expectations. Adjusted EPS: $0.12 a +50% increase from $0.08 in Q3 [----]. This was a strong beat versus consensus"
[X Link](https://x.com/ErezShapira/status/1983571185758552129) 2025-10-29T16:26Z [---] followers, [---] engagements
"🦉Deconstructing the $80B #Nuclear Buildout: The Commodity Bill of Materials 🧐 Following the transformational partnership between the US Gov't Brookfield and Cameco $CCJ the $80B+ for new Westinghouse AP1000 reactors represents a seismic multi-decade demand signal for a very specific list of commodities. I've researched the material requirements for a single [---] GWe AP1000 unit. The implications for the physical market are staggering. This isn't just an energy story; it's a foundational commodities story. Here's the breakdown: [--]. The Nuclear Fuel (The Primary Shock) This is the most direct"
[X Link](https://x.com/ErezShapira/status/1984141639141536154) 2025-10-31T06:13Z [---] followers, [----] engagements
"ATI Inc. $ATI: A Key Strategic Supplier for the New US Nuclear Buildout As the $80B+ US nuclear program (Westinghouse $BAM $CCJ) begins the focus shifts to the critical high-barrier-to-entry suppliers that make it possible. In this specialized industrial ecosystem ATI Inc. (ATI) stands out as a foundational company in the American nuclear fuel supply chain. Here is a breakdown of ATI's formidable strategic moat: [--]. The Zirconium/Hafnium Bottleneck You cannot have a light-water reactor without Zircaloy and ATI is the primary U.S. producer of this critical material. The Science: Zirconium is"
[X Link](https://x.com/ErezShapira/status/1984277883213193437) 2025-10-31T15:14Z [---] followers, [---] engagements
"While many are focused on the newly spun-off Solstice Advanced Materials $SOLS for its role in AI data center cooling and next-gen refrigerants its most formidable competitive moat may be hidden in plain sight: the #nuclear energy sector. SOLS is a critical player in the nuclear fuel cycle providing #uranium hexafluoride (UF6) conversion servicesan essential step for creating fuel for nuclear power plants. Here's the moat: In partnership with General Atomics Solstice is the only domestic provider of these services in the United States. This creates a powerful strategic advantage in a sector"
[X Link](https://x.com/ErezShapira/status/1985399777366782336) 2025-11-03T17:32Z [---] followers, [---] engagements
"$CCJ Q3 [----] MD&A Deep Dive: Strong YTD Supply Flex & a Transformational $80B+ US Partnership Cameco just filed its Q3 [----] MD&A providing a detailed look at its financial performance operational strategy and a "transformational" new partnership that reinforces the long-term bull case for nuclear. While Q3 [----] results were comparable to Q3 [----] the year-to-date (YTD) financials show significant growth. The company is actively managing its previously announced production shortfall at McArthur River/Key Lake by "adjusting a number of the supply levers" including reducing its planned market"
[X Link](https://x.com/ErezShapira/status/1986069376110330248) 2025-11-05T13:53Z [---] followers, [----] engagements
"Cameco's Masterclass: A Dual Strategy of Demand Creation and Supply Discipline Cameco's $CCJ recent earnings Q&A was far more than a simple review of the numbers; it was a masterclass in strategic positioning laying out a powerful two-pronged thesis for the entire #nuclear sector. Management led by Grant Isaac articulated a clear and confident vision built on two main pillars: first actively creating massive long-term demand through the game-changing Westinghouse partnership and second enforcing an iron-clad "supply discipline" in the core uranium business refusing to ramp production until"
[X Link](https://x.com/ErezShapira/status/1986104046273359930) 2025-11-05T16:11Z [---] followers, [----] engagements
"$BWXT Executes Sophisticated $1.1B Financial Overhaul Wiping Out Existing Debt & Setting a 100% Premium Dilution Hedge BWX Technologies just announced a major strategic maneuver pricing an upsized $1.1 billion convertible note offering. The increase from the initial $1.0B signals strong institutional demand for its paper. This isn't just a simple capital raise; it's a comprehensive re-architecture of its entire balance sheet. The company is locking in a 0% interest rate on the notes (due 2030) a clear financial win. For investors these notes carry an initial conversion price of $262.51 a"
[X Link](https://x.com/ErezShapira/status/1986479365056500027) 2025-11-06T17:02Z [---] followers, [---] engagements
"📉 The #Uranium Deficit is "Monumental" and Utilities Are Trapped 🔒 🎙 Recent deep-dive interviews by Lucian Walovich @capnek123 with 50-year industry veteran Dustin Garrow and Sachem Cove Partners CIO Mike Alkin paint a stark unified picture of the uranium market. The consensus is clear: the market faces a "monumental" structural deficit 🧱 utilities have fundamentally misread the situation and the price discovery in the spot market is a distraction. 👉 🤔 The Utility "Wall of Doubt" Both experts agree that utilities have been hesitant and consistently wrong. Mike Alkin describes them as"
[X Link](https://x.com/ErezShapira/status/1989621492053688522) 2025-11-15T09:08Z [---] followers, [----] engagements
"On "Why not $150 now" That's exactly Alkin's point. The market is looking at the wrong thing. The spot price (what everyone trades) is a "red herring" that utilities don't use (only 4% of their buys). The real price is in the opaque term market. Utilities are only just now exhausting their decade-old cheap inventory. The "pain" (and real price discovery) hasn't fully hit the tickers yet. If URNM is flat what was the flaw Two possibilities: [--]. The Supply Deficit was wrong. The "monumental" gap wasn't real. Brownfield restarts (Cameco etc.) ramped up flawlessly and new supply was far easier to"
[X Link](https://x.com/ErezShapira/status/1989754396503158791) 2025-11-15T17:56Z [---] followers, [---] engagements
"@blindpig_1966 @HuxleyMick @capnek123 You're right. That "BS" has been pretty profitable. If you had bought Cameco (CCJ) [--] years ago for $10 you'd be up 750% today. If you had bought UEC [--] years ago for $1 you'd be up over 1000%. Sometimes the "plebs" are just early"
[X Link](https://x.com/ErezShapira/status/1989808208257683832) 2025-11-15T21:30Z [---] followers, [--] engagements
"$CCJ *US PLANS TO BUY AND OWN AS MANY AS [--] NUCLEAR REACTORS: DOE *US PLANS TO BUY AND OWN AS MANY AS [--] NUCLEAR REACTORS: DOE"
[X Link](https://x.com/ErezShapira/status/1991205363803111695) 2025-11-19T18:02Z [---] followers, [---] engagements
"🚨 The "Cooling" Crisis: Did a Broken Air Conditioner Just Save the Shorts from a Historic #Silver Squeeze The CME Group has officially halted global futures trading due to "data center cooling concerns." On the surface this is an unfortunate infrastructure failure on a low-liquidity Black Friday. But for those watching the Precious Metals markets the timing is not just unfortunateit is mathematically suspicious. The Context: A Breakout Interrupted At the exact moment the servers "overheated" the Silver market ($SI_F) was heating up for a move that traders have been waiting for years to see."
[X Link](https://x.com/ErezShapira/status/1994350720435232817) 2025-11-28T10:20Z [---] followers, [----] engagements
"The Circuit Breaker ❄📉 On Black Friday volumes light #Silver sparked a breakout bright. 🚀 The charts aligned the squeeze began Disrupting every bearish plan. 🐻 But lo The CME hit pause Citing "Heat" as the fatal cause. 🌡 A broken fan A server fried Or just a place for shorts to hide 🧊 So commerce halts the tape goes still A convenient cure for a bullish ill. 💊 The servers cool the panic ends And "Thermodynamics" makes amends. 🤷♂💸"
[X Link](https://x.com/ErezShapira/status/1994377770332278902) 2025-11-28T12:08Z [---] followers, [---] engagements
"$BWXT Cements #nuclear dominance in Europe BWX Technologies just secured a pivotal 10-year contract that fundamentally shifts its narrative from "Navy supplier" to "Global Nuclear Prime." They have been selected as the Owners Engineer for the massive expansion of Bulgaria's Kozloduy Nuclear Power Plant (Units [--] & 8) a deal valued at hundreds of millions of euros. Why this is a game-changer: [--]. The Geopolitical Pivot:This isn't just a construction job; its a strategic realignment. Bulgaria is swapping legacy Soviet technology for Western Westinghouse AP1000 reactors. By choosing a North"
[X Link](https://x.com/ErezShapira/status/1995918606278799739) 2025-12-02T18:10Z [---] followers, [---] engagements
"The Era of Cheap #Uranium is Over. Kazakhstan Goes Full "Resource Nationalism" ☢ The worlds largest uranium producer Kazatomprom just signaled a massive shift in the global nuclear energy market. If you hold $URA $URNM or any uranium equities you need to read this. The Headline: Kazakhstan is moving to seize the "lions share" of all future uranium contracts. A new law currently moving through the Senate will require the national company (Kazatomprom) to take a 90% stake in all uranium mining projects upon contract renewalregardless of the foreign partner's previous share. Here is the"
[X Link](https://x.com/ErezShapira/status/1996650899377156351) 2025-12-04T18:40Z [---] followers, [----] engagements
"Is $ATI the next logical target for the "America First" equity playbook The Trump Administration has signaled a shift: They aren't just handing out grants anymore. They are taking equity positions to secure the Industrial Base. Weve seen the Gov take stakes in raw materials $MP $LAC. But what about the processing layer The "Connect the Dots" Setup: Policy Shift: The "America First Investment Policy" prioritizes direct ownership in critical supply chains over subsidies. The Gap: You can mine all the titanium you want but if you can't forge it for a sub hull or jet engine its useless. The Fit:"
[X Link](https://x.com/ErezShapira/status/1997043056663736809) 2025-12-05T20:39Z [---] followers, [---] engagements
"Why Im stalking $RGLD right now (and its not for the dividend) 🧵 Ive been digging through the royalty sector and I think the market is asleep at the wheel on Royal #Gold. Everyone treats this stock like a high-grade bondsafe boring predictable. But if you look at the asset-level data for [----] the setup is actually an aggressive growth inflection. Here is my thesis on the "Volume Wave" that nobody is talking about. 👇 1/7 The Valuation Disconnect First lets frame the entry. RGLD is trading at a notable discount to its premium peers (lower multiple than $FNV or $WPM). The market is pricing it"
[X Link](https://x.com/ErezShapira/status/1998788397171675398) 2025-12-10T16:14Z [---] followers, [---] engagements
"$ATI ATI Inc. $ATI: A Key Strategic Supplier for the New US Nuclear Buildout As the $80B+ US nuclear program (Westinghouse $BAM $CCJ) begins the focus shifts to the critical high-barrier-to-entry suppliers that make it possible. In this specialized industrial ecosystem ATI Inc. ATI Inc. $ATI: A Key Strategic Supplier for the New US Nuclear Buildout As the $80B+ US nuclear program (Westinghouse $BAM $CCJ) begins the focus shifts to the critical high-barrier-to-entry suppliers that make it possible. In this specialized industrial ecosystem ATI Inc"
[X Link](https://x.com/ErezShapira/status/1999155215317016640) 2025-12-11T16:32Z [---] followers, [---] engagements
"The Silicon Coup: Why the $Meta - $Googl alliance is a massive fundamental catalyst for $AVGO 🚀 The headlines are focused on Google and Meta teaming up to "erode Nvidias software advantage." But if youre following the silicon the real thesis is centered on the architect behind the curtain: Broadcom. Here is the breakdown of why the launch of TorchTPU strengthens the long-term case for Broadcom: [--] Breaking the CUDA Moat For a decade Nvidias CUDA was the only language AI spoke. Googles TPUs (Tensor Processing Units) were powerful but "hard" to use. By making Metas PyTorch run seamlessly on"
[X Link](https://x.com/ErezShapira/status/2001650496491155732) 2025-12-18T13:47Z [---] followers, [---] engagements
"JAPANS #NUCLEAR PIVOT: State Funding to Unlock Massive Restart Push Japan is moving to aggressively jump-start its nuclear sector shifting from strict regulation to active financial support. The goal: Double the nuclear energy share by [----] to power the AI boom and secure energy independence. Here is the breakdown of the new policy the driving forces and the reactor roadmap. 🧵 [--]. THE NEW FUNDING SCHEME 💸 The Ministry of Economy Trade and Industry (METI) is proposing a new public loan system to support utilities. The Proposal: Public financing to cover up to 30% of total loans for nuclear"
[X Link](https://x.com/ErezShapira/status/2001958499870220384) 2025-12-19T10:11Z [---] followers, [---] engagements
"#gold #silver Trump wants to fight "eggheads" (math) by cutting rates while the economy runs hot. Apparently inflation is now a self-correcting problemmuch like a bull in a china shop eventually runs out of china. When the printer goes brrr to chase "vibes" real assets go vertical. The bull case for Gold just got a megaphone"
[X Link](https://x.com/ErezShapira/status/2003544305697251753) 2025-12-23T19:12Z [---] followers, [---] engagements
"2025: The Year #Nuclear Found the Fountain of Youth ⚛ While everyone was watching for new shovels hitting the ground the real story of [----] was happening quietly in the background: The Global Fleet just refused to retire. We saw a massive wave of life extensions announced and approved this past year. The data is staggering and frankly the demand models weren't ready for it. Here is the breakdown of the nuclear renaissance nobody is talking about: [--]. The "Zombie" Fleet is Alive and Well According to our research [--] reactors were granted life extensions globally in [----]. That is nearly 10% of"
[X Link](https://x.com/ErezShapira/status/2003868003037856171) 2025-12-24T16:38Z [---] followers, [--] engagements
"@BretRosenthal Appreciate the shoutout Bret 🤝 Its been a privilege being part of the ARMR Report Elite team this year. The methodology is unmatchedwe locked in some absolutely massive gains in [----]. Ready to run it back even harder in '26 ☢📈"
[X Link](https://x.com/ErezShapira/status/2004225548688499178) 2025-12-25T16:19Z [---] followers, [---] engagements
"@AndreasSteno Respect the historicals but the market structure has changed. Shanghai premiums and volume are driving the bus now. Betting on a crash based on US ETF churn seems risky when the physical market is this tight"
[X Link](https://x.com/ErezShapira/status/2004844482945237110) 2025-12-27T09:19Z [---] followers, [--] engagements
"Respect the historicals but the market structure has changed. Shanghai premiums and volume are driving the bus now. Betting on a crash based on US ETF churn seems risky when the physical market is this tight. Just look at the divergence: SHFE silver inventories have collapsed to under [---] tons (lowest since 2016). Meanwhile Shanghai is trading at a 10% premium to London. The arbitrage window is wide open draining physical from the West. That's why high volume on SLV isn't a topit's a transfer of inventory"
[X Link](https://x.com/ErezShapira/status/2004849114333282499) 2025-12-27T09:37Z [---] followers, [----] engagements
"@Oliver_MSA The silver market has more fan fiction written about it than any other asset class. Ignoring the noise is the only way to stay sane"
[X Link](https://x.com/ErezShapira/status/2006055912855753142) 2025-12-30T17:32Z [---] followers, [---] engagements
"Trading at the Intersection of Logic and Emotion Trading is the ultimate test of both architectures. To win you must master the Reason of the tape and the Empathy of the crowd. Here is how they converge in the markets: Resonance & Convergence (The Setup): Before the trade you need Felt Resonance with the market's pulse. You aren't just looking at a chart; you're feeling the "fear and greed" cycle. This is the Strange Attractorcycling through data until a high-conviction thesis emerges. Accurate Coupling (The Execution): Success requires a perfect map-to-territory fit. Accurate Coupling is"
[X Link](https://x.com/ErezShapira/status/2006718382821855474) 2026-01-01T13:25Z [---] followers, [--] engagements
"@BretRosenthal Here - https://www.cameco.com/invest/events-presentations/goldman-sachs-energy-cleantech-utilities-conference-virtual-fireside https://www.cameco.com/invest/events-presentations/goldman-sachs-energy-cleantech-utilities-conference-virtual-fireside"
[X Link](https://x.com/ErezShapira/status/2009187097098465765) 2026-01-08T08:55Z [---] followers, [--] engagements
"Energy Fuels $UUUU just dropped a Feasibility Study for its Vara Mada project in Madagascar and the numbers are so large they might actually be visible from space. If youve been following the UUUU transition from "just a uranium miner" to "global critical minerals titan" this is the validation youve been waiting for. Here is the breakdown of why this press release is basically a geopolitical and financial flex. 💰 The Math: NPV Market Cap The most eye-popping stat in the report is the $1.8 Billion post-tax NPV (10% discount). For those of you who prefer your data in bite-sized chunks: that"
[X Link](https://x.com/ErezShapira/status/2009224603663511899) 2026-01-08T11:24Z [---] followers, 20.5K engagements
"The ticker flickers red the day-trader cries Chasing the "now" with wide nervous eyes. But a forty-year mine doesn't care for the noise Or the short-term swing of the market's toys. The "news" is a dip the logic is sound While the patient are busy just claiming the ground. If you're watching the minute you're missing the mountain Why count the drops when youve bought the whole fountain https://twitter.com/i/web/status/2009579474111611221 https://twitter.com/i/web/status/2009579474111611221"
[X Link](https://x.com/ErezShapira/status/2009579474111611221) 2026-01-09T10:54Z [---] followers, [--] engagements
"If TSMCs Q4 earnings were a physics paper the title would be The Law of Upward Momentum. 📈For those tracking the #semiconductors ecosystem the $TSM print isn't just a win for foundryits a massive "green light" for Qunity Electronics $Q. Here is why the smart money is looking at the materials play behind the chips. 🧵👇 [--]. The "Double Beat" is Just the Appetizer TSMC didn't just beat expectations; they redefined them. Revenue: $33.73B (up 25.5% YoY) Net Profit: Up 35% YoY [----] Outlook: Forecasting 30% growth. If TSMC is the chef Qunity owns the kitchen and the secret ingredients. As a"
[X Link](https://x.com/anyuser/status/2011829952555966649) 2026-01-15T15:56Z [---] followers, [---] engagements
"While the rest of the world is busy playing geopolitical checkers Energy Fuels $UUUU just made a Grandmaster move in the domestic critical minerals space. Theyve released the Bankable Feasibility Study (BFS) for their Phase [--] expansion at the White Mesa Mill in Utah. For those who don't speak "Mining Executive" a BFS is essentially the "put up or shut up" document for a projects economic viability. And the results Theyre quite frankly absurd. 📈 The "Bottleneck" Breaker CEO Mark Chalmers isn't just looking for the corkscrew; he's rebuilding the whole cellar. The Phase [--] Circuit is designed to"
[X Link](https://x.com/ErezShapira/status/2012093708091392198) 2026-01-16T09:24Z [---] followers, [--] engagements
"While the rest of the world is busy playing geopolitical checkers Energy Fuels $UUUU just made a Grandmaster move in the domestic critical minerals space. Theyve released the Bankable Feasibility Study (BFS) for their Phase [--] expansion at the White Mesa Mill in Utah. For those who don't speak "Mining Executive" a BFS is essentially the "put up or shut up" document for a projects economic viability. And the results Theyre quite frankly absurd. 📈 The "Bottleneck" Breaker CEO Mark Chalmers isn't just looking for the corkscrew; he's rebuilding the whole cellar. The Phase [--] Circuit is designed to"
[X Link](https://x.com/ErezShapira/status/2012100507054055480) 2026-01-16T09:51Z [---] followers, [----] engagements
"$ISRG Q4 Earnings Review: The "Slowdown" Was Greatly Exaggerated 🤖💸 The thesis wasn't about the revenue; it was about the CAPEX cycle. And the hospitals just voted with their wallets. The Headline Numbers: ✅ Rev: $2.87B (+19% YoY) In line. ✅ Adj EPS: $2.53 Solid profitability. ✅ Cash Pile: $9.03B (Fortress balance sheet). The Real Story: The Hardware Supercycle is RIPPING 🚀 Ignore the noise look at the placements. Total Systems Placed: [---] (Up massively from [---] in Q3). da Vinci [--] Ramp: [---] units placed (vs [---] in Q3). Hospital CFOs all year: "Budgets are tight rates are high." Also"
[X Link](https://x.com/anyuser/status/2014451120945385518) 2026-01-22T21:32Z [---] followers, [---] engagements
"TechnipFMC $FTI Announces Strong Q3 [----] Results Significantly Boosts Shareholder Return Program & Raises Full-Year Guidance TechnipFMC today reported robust Q3 [----] results highlighting strong commercial momentum expanding margins and exceptional free cash flow generation. The company demonstrated significant confidence in its outlook by increasing its share repurchase authorization by $2.0 billion and raising its full-year [----] free cash flow guidance. Q3 [----] Financial Highlights (vs. Q3 2024): Revenue: $2.65B (+12.7% YoY) Net Income: $309.7M or $0.75 per diluted share (vs. $0.63 YoY)"
[X Link](https://x.com/ErezShapira/status/1981351650984915042) 2025-10-23T13:26Z [---] followers, [---] engagements
"🔦 The "Laser" JV: Global Laser Enrichment (GLE)The Players: Cameco $CCJ and Silex Systems ($SLX.AX / $SILXY)The Asset: Paducah Laser Enrichment Facility (PLEF) While the broader #nuclear market focuses on digging new holes in the ground arguably the most exciting development in the sector isn't a mine at allits a recycling project that has recently transitioned from a science experiment to a commercial reality. This is Global Laser Enrichment (GLE). At its core GLE is the exclusive licensee of the SILEX laser technology a third-generation enrichment process that promises to be significantly"
[X Link](https://x.com/ErezShapira/status/2008226463699407209) 2026-01-05T17:17Z [---] followers, [---] engagements
"Isotope Enrichment: The most boring exciting sector on earth $ASPI Isotope enrichment sounds like the villains plan in a Bond movie. In reality its the invisible bottleneck for everything the future is betting on: Quantum Computing Nuclear Medicine and Next-Gen Energy. Here is the "Napkin Math" deep dive on ASP Isotopes Inc. ASPI. The Tech Stack (Explained simply) They use proprietary aerodynamics (ASP) to separate isotopes. Think of it like sorting Skittles by color but the Skittles are atoms and you're using high-velocity gas instead of your hands. Its modular scalable and claims to be"
[X Link](https://x.com/ErezShapira/status/2011881100378046613) 2026-01-15T19:20Z [---] followers, [----] engagements
"The Great Rare Earth Pivot: Washington looks South but $UUUU is already packed. The Financial Times reported this weekend that the U.S. is aggressively pursuing a rare earths partnership with Brazil to break Chinas chokehold on the sector. While State Department officials and lobbyists are busy booking flights to Braslia and learning to pronounce "rapprochement" (the diplomatic term for Trump and Lula finding common ground because critical minerals) the smart money should be looking at who is already sitting on the assets. The Macro Setup: Beijing flexed its muscles last April by restricting"
[X Link](https://x.com/anyuser/status/2013699539518017747) 2026-01-20T19:45Z [---] followers, [----] engagements
"Indias energy sector just got a massive "software update" and its running almost entirely on atoms. ⚛#uranium The Ministry of Power has released the Draft National Electricity Policy (NEP) [----] effectively telling the [----] version "Thanks for the grid but well take it from here." This isn't just a policy tweak; its a full-throttle pivot toward a nuclear-heavy future to fuel the Viksit Bharat [----] vision. If you had "Indian Private Sector Nuclear" on your [----] bingo card congratulationscollect your winnings. Here is the breakdown of Indias nuclear ambitions and the high-stakes reality of the"
[X Link](https://x.com/anyuser/status/2016201279660228689) 2026-01-27T17:26Z [---] followers, [---] engagements
"$TSLA Q4 2025: The "Fremont Pivot" and the End of the Automotive Era (As We Knew It) If you thought yesterdays earnings call was going to be about EV demand elasticity or interest rate headwinds you missed the memo. Elon didnt just report numbers; he essentially filed divorce papers with the concept of being "just a car company." Here is the breakdown of Teslas strategic pivot the financials and why your next Model S might actually be a humanoid robot. [--]. The Headline: The "Fremont Pivot" In a move that is equal parts historic and symbolic Tesla announced the conversion of the Model S and"
[X Link](https://x.com/anyuser/status/2016833175800938531) 2026-01-29T11:17Z [---] followers, [---] engagements
"🦉The Silex Story 🦘 $CCJ 🦍 In the world of deep technology breakthroughs often happen quietly before they change everything. This is the story of Silex Systems (ASX: $SILX OTCQX: $SLXFF) an Australian technology company that is on the verge of fundamentally reshaping a critical global industry: #nuclear fuel enrichment. For decades enriching #uranium has been a brute-force process spinning materials at supersonic speeds in massive centrifuge plants. It works but its energy-intensive and technologically stagnant. Silex decided to use a scalpel instead of a sledgehammer. Their proprietary"
[X Link](https://x.com/ErezShapira/status/1976260698796687788) 2025-10-09T12:17Z [---] followers, [----] engagements
"$CDE JUST DROPPED A MASSIVE UPDATE ON PALMAREJO ⛏ If you are following Coeur Mining you need to read the details of todays exploration update. This isnt just "we found some rocks." This is a confirmation that their crown jewel asset is getting bigger higher-grade and more profitable. Here is the deep dive on what happened and why it matters significantly for the valuation. 👇 [--]. THE CONTEXT: AGGRESSIVE EXPANSION Coeur just wrapped up its largest drilling campaign at Palmarejo since [----]. We are talking [-----] meters of drilling with [--] rigs turning. The goal Extend mine life and find new"
[X Link](https://x.com/ErezShapira/status/1998102273050755329) 2025-12-08T18:47Z [---] followers, [---] engagements
"NRC Approves 20-Year License Extensions for $CEG Illinois Fleet ⚛ The Nuclear Regulatory Commission (NRC) has officially greenlit massive life extensions for Constellation Energy locking in decades of clean baseload power for Illinois. The Details:✅ Clinton Clean Energy Center: Licensed through 2047✅ Dresden Clean Energy Center: Licensed through [----] & [----] This decision follows a rigorous safety review and solidifies the operational future of two critical assets in the US nuclear fleet. 💰 The Investment:Constellation is deploying $370 million specifically for these renewals funding"
[X Link](https://x.com/ErezShapira/status/2001009478838186360) 2025-12-16T19:20Z [---] followers, [---] engagements
"The critical minerals agreement signed by President Trump and the Australian Prime Minister is set to supercharge the domestic US resource sector. Energy Fuels $UUUU isn't just positioned to benefitthey are the blueprint for this strategy. A thread. 🧵👇 1/ The Strategic Pact This agreement is a direct response to geopolitical realities aimed squarely at creating secure supply chains for minerals essential for defense and energy. The core objective: break the reliance on China by building a resilient Western mineral alliance. This is a declaration of resource independence. 2/ Why Energy Fuels"
[X Link](https://x.com/ErezShapira/status/1980314609354707359) 2025-10-20T16:46Z [---] followers, 28.2K engagements
"$SOLS While many are focused on the newly spun-off Solstice Advanced Materials $SOLS for its role in AI data center cooling and next-gen refrigerants its most formidable competitive moat may be hidden in plain sight: the #nuclear energy sector. SOLS is a critical player in the nuclear While many are focused on the newly spun-off Solstice Advanced Materials $SOLS for its role in AI data center cooling and next-gen refrigerants its most formidable competitive moat may be hidden in plain sight: the #nuclear energy sector. SOLS is a critical player in the nuclear"
[X Link](https://x.com/ErezShapira/status/2007517066333696167) 2026-01-03T18:19Z [---] followers, [---] engagements
"$Meta is officially entering its Atomic Era and if youre looking for the structural winner in the room keep your eyes on Centrus Energy $LEU. ⚛ The "Prometheus" AI supercluster isnt just a feat of software engineering; its a [---] GW hunger pang for reliable carbon-free baseload power. While Metas agreements with Vistra TerraPower and $Oklo are grabbing the headlines the real story is the fuel required to keep the lights on in Zuckerbergs digital universe. Here is the breakdown of why this is a massive tailwind for LEU: * The HALEU Monopoly (For Now): Next-gen reactors from TerraPower (Natrium)"
[X Link](https://x.com/ErezShapira/status/2009589615997382996) 2026-01-09T11:34Z [---] followers, [----] engagements
"Big news for the American #nuclear renaissance: Centrus Energy $LEU just shifted from "demonstration mode" into a high-gear industrial powerhouse. The U.S. has spent far too long hanging out on the "Russian Cliff" relying on foreign sources for 70% of its enriched uranium. But with a full ban on Russian imports looming in [----] Centrus is making sure the lights stay onusing American tech and a lot of Tennessee steel. Heres the breakdown of the LEU expansion strategy: 🛠 The "Machine Factory" Oak Ridge Tennessee Centrus is dropping $560M+ into its Oak Ridge facility transforming it from a tech"
[X Link](https://x.com/anyuser/status/2015831674609717462) 2026-01-26T16:58Z [---] followers, [---] engagements
"The recent price action in Sprott Physical #Uranium Trust $U.U / $SRUUF has some investors spooked with shares down 4.7% following the announcement of an updated $1.0 Billion At-the-Market (ATM) equity program.While a "sell-off" on news of potential dilution is a classic knee-jerk reaction this is actually a massive bullish signal for the uranium market. Here is why: [--]. The "Bull Market Engine" is Refueled The SPUT ATM is the primary mechanism that removes physical uranium from the spot market.The News: Sprott just gave themselves the capacity to raise $1.0B USD to buy physical U3O8. The"
[X Link](https://x.com/anyuser/status/2015859768280433010) 2026-01-26T18:49Z [---] followers, [----] engagements
"The #Nuclear Supply Chain Checkmate: Westinghouse & Tetra Tech Canada ⚛ If you thought the nuclear renaissance was just PowerPoint slides and #uranium spot price memes look closer at the plumbing. The supply chain is getting hard-coded. Westinghouse just inked a deal with Tetra Tech Canada. Heres why this matters for the grid the GDP and the "Made-in-Canada" narrative. The Deal 🤝 Westinghouse Electric Company (WEC) and Tetra Tech Canada signed an MoU to collaborate on new nuclear builds in Ontario. The Tech: This covers the big iron (AP1000) and the new tactical SMRs (AP300). The Role: Tetra"
[X Link](https://x.com/anyuser/status/2016546403384774862) 2026-01-28T16:18Z [---] followers, [---] engagements
"The thesis is playing out faster than expected. Since my Nov post $SOLS has broken out but the market is still pricing it primarily as an industrials/AI cooling play. They are missing the bigger picture: Spot #Uranium is breaking out (hitting $99/lb) and SOLS isn't just a participantthey are the bottleneck. As the only operating domestic UF6 converter with capacity sold out through [----] every tick higher in the nuclear fuel cycle reinforces their pricing power. The AI cooling story is the icing; the nuclear monopoly is the cake. ☢📈 https://twitter.com/i/web/status/2016571433241952702"
[X Link](https://x.com/anyuser/status/2016571433241952702) 2026-01-28T17:57Z [---] followers, [----] engagements
"$ATI Bull Case: Validated. The "Aerospace Supercycle" just got two massive stamps of approval. ✅ Todays earnings from Honeywell $HON and Lockheed Martin $LMT provide a perfect cross-read for ATI Inc. ahead of their report next week (Feb 3). Here is the breakdown of why the setup for ATI looks stronger than ever: [--]. The Defense Signal: Lockheed Martin (LMT) 🛡 ATI is a critical supplier of titanium for the F-35 and specialty alloys for tactical missiles. LMTs report confirms the "logjam" is breaking. F-35 Unlocked: LMT delivered a record [---] jets in [----] clearing the TR-3 inventory backlog."
[X Link](https://x.com/anyuser/status/2016942523395027195) 2026-01-29T18:32Z [---] followers, [---] engagements
"$CNQ: The "Boring" Cash Machine That Prints Money While You Sleep 🛢 Lets talk about Canadian Natural Resources. If US Shale is a high-strung sprinter running on a treadmill of constant drilling just to stay in place CNQ is the guy sitting on a lawn chair with a straw in the ground watching the dividends roll in. Heres the breakdown of why this Canadian giant is the adult in the room. 👇 [--]. The "Cash Machine" is Fully Operational 💸 CNQ hit their golden metric: Net Debt dropped below $10B. You know what that means The austerity measures are over. They are now returning 100% of Free Cash Flow"
[X Link](https://x.com/ErezShapira/status/2006036350965862618) 2025-12-30T16:15Z [---] followers, [---] engagements
"🦉The "Boring" Bull Case for Cheniere Energy $LNG: A Utility in Commodity Clothing 📉➡📈 Lets be honest: #Energy infrastructure isn't exactly dinner party conversation. But while everyone is debating the next AI chip Cheniere Energy has quietly morphed from a commodity cowboy into a utility-scale cash machine. And the market is completely missing the transformation. The Narrative DisconnectThe Bear case is simple and loud: "A massive LNG supply glut is coming in [----] Gas prices will crash" The Reality: Cheniere doesn't really care. 90% of their capacity is sold on fixed-fee "take-or-pay""
[X Link](https://x.com/anyuser/status/2019796295179731170) 2026-02-06T15:32Z [---] followers, [---] engagements
"The "Friedland Premium" Meets American #Copper Scarcity: A Look at Ivanhoe Electric $IE If you follow mining you know the rule: Robert Friedland stocks dont trade at book value. They trade on the "Friedland Premium"a mixture of track record charisma and the markets belief that he can find needle-moving assets where others just find geology bills. With Ivanhoe Electric IE that premium is currently pricing a $2.3B market cap against a pre-revenue developer. Rich Yes. Justified Let's look under the hood. [--]. The Anchor: Santa Cruz & "Made in America" Copper The thesis rests heavily on the Santa"
[X Link](https://x.com/ErezShapira/status/2010744342235770900) 2026-01-12T16:03Z [---] followers, [----] engagements
"$UUUU executes the "Mine-to-Magnet" checkmate. ♟ While the rest of the critical minerals sector is busy writing "supply chain resilience" whitepapers and hoping for a government grant Energy Fuels just went shopping. The News: Energy Fuels has entered a definitive agreement to acquire Australian Strategic Materials for US$299M (A$447M). The "So What": This isn't just acquiring another hole in the ground. This is the missing link. Most western REE companies suffer from the same fatal flaw: they can mine the rock but they cant turn it into metal without sending a "u up" text to China. The New"
[X Link](https://x.com/anyuser/status/2013959831162400884) 2026-01-21T13:00Z [---] followers, 12.8K engagements
"🦍 $CCJ Reports Strong [----] Financial Results & Strategic Progress Cameco has released its Q4 and Year-End [----] operational and financial results demonstrating significant growth across key metrics. The company reported a 110% increase in net earnings and a 26% rise in Adjusted EBITDA driven by robust #uranium market fundamentals and the successful integration of Westinghouse. Here is a detailed breakdown of the results and [----] outlook. [--]. Financial Performance Overview Cameco delivered solid financial growth in [----] benefiting from higher realized prices and disciplined cost management."
[X Link](https://x.com/anyuser/status/2022284634717884544) 2026-02-13T12:20Z [---] followers, [---] engagements
"on the $CCJ call CEO Tim Gitzel opened with a significant disclosure: He recorded his remarks early to fly to Washington D.C. during the call. The Mission: To advance the "Definitive Agreement" for the $80 Billion partnership between Cameco Brookfield Westinghouse and the U.S. Government. The Goal: Accelerate the deployment of Westinghouse AP1000 reactors. The Status: Moving from the October "Term Sheet" to final execution. Grant Isaac (CFO) Update: The focus is on three workstreams: Identifying sites for "Two-Pack" reactor builds. Crucial: Separating "Long Lead Item" orders from site"
[X Link](https://x.com/anyuser/status/2022363629816025318) 2026-02-13T17:33Z [---] followers, [---] engagements
"on the $CCJ call CEO Tim Gitzel opened with a significant disclosure: He recorded his remarks early to fly to Washington D.C. during the call. The Mission: To advance the "Definitive Agreement" for the $80 Billion partnership between Cameco Brookfield Westinghouse and the U.S. Government. The Goal: Accelerate the deployment of Westinghouse AP1000 reactors. The Status: Moving from the October "Term Sheet" to final execution. Grant Isaac (CFO) Update: The focus is on three workstreams: Identifying sites for "Two-Pack" reactor builds. Crucial: Separating "Long Lead Item" orders from site"
[X Link](https://x.com/anyuser/status/2022363629816025318) 2026-02-13T17:33Z [---] followers, [---] engagements
"🦍 $CCJ Reports Strong [----] Financial Results & Strategic Progress Cameco has released its Q4 and Year-End [----] operational and financial results demonstrating significant growth across key metrics. The company reported a 110% increase in net earnings and a 26% rise in Adjusted EBITDA driven by robust #uranium market fundamentals and the successful integration of Westinghouse. Here is a detailed breakdown of the results and [----] outlook. [--]. Financial Performance Overview Cameco delivered solid financial growth in [----] benefiting from higher realized prices and disciplined cost management."
[X Link](https://x.com/anyuser/status/2022284634717884544) 2026-02-13T12:20Z [---] followers, [---] engagements
"POWER UP: $SOLS Solstice Advanced Materials Drops Big #Nuclear Expansion News If you thought the only "Metropolis" worth talking about involved Superman think again. 🦸♂☢ Solstice Advanced Materials just announced a major power move at their Metropolis Works facility in Illinoiswhich by the way happens to be the only uranium hexafluoride (UF6) conversion facility in the entire United States. Talk about a monopoly on heavy metal. 🤘 Heres the breakdown of the news: 📈 The Big Numbers: Solstice is projecting production of over [--] kilotonnes (10 kt) of UF6 in [----]. For those keeping score at"
[X Link](https://x.com/anyuser/status/2021532660267401451) 2026-02-11T10:31Z [---] followers, [---] engagements
"Equity markets: "Were terrified of your spending." 📉 Bond markets: "Here take $100 billion well wait until [----] for you to pay us back." 💸 $GOOGL just launched a $15B bond sale and the demand hit $100B+. Apparently credit investors are more than happy to fund the $185B "AI or bust" budget. 🤖🏗 The Quick Breakdown: The Deal: Alphabet is raising $15B across [--] parts. The Flex: Demand was 6.7x oversubscribed. People really want that 40-year paper. The "Why": Funding a massive [----] Capex ($185B) to build the data centers that will eventually host our AI overlords (or just Gemini 3). Market"
[X Link](https://x.com/anyuser/status/2020908831778259261) 2026-02-09T17:13Z [---] followers, [---] engagements
"$GOOGL DOLLAR BOND SALE DRAWS OVER $100 BILLION OF DEMAND"
[X Link](https://x.com/anyuser/status/2020907669788512325) 2026-02-09T17:08Z 126.1K followers, 17.9K engagements
"🦉The "Boring" Bull Case for Cheniere Energy $LNG: A Utility in Commodity Clothing 📉➡📈 Lets be honest: #Energy infrastructure isn't exactly dinner party conversation. But while everyone is debating the next AI chip Cheniere Energy has quietly morphed from a commodity cowboy into a utility-scale cash machine. And the market is completely missing the transformation. The Narrative DisconnectThe Bear case is simple and loud: "A massive LNG supply glut is coming in [----] Gas prices will crash" The Reality: Cheniere doesn't really care. 90% of their capacity is sold on fixed-fee "take-or-pay""
[X Link](https://x.com/anyuser/status/2019796295179731170) 2026-02-06T15:32Z [---] followers, [---] engagements
"$ATI Bull Case: Validated. The "Aerospace Supercycle" just got two massive stamps of approval. ✅ Todays earnings from Honeywell $HON and Lockheed Martin $LMT provide a perfect cross-read for ATI Inc. ahead of their report next week (Feb 3). Here is the breakdown of why the setup for ATI looks stronger than ever: [--]. The Defense Signal: Lockheed Martin (LMT) 🛡 ATI is a critical supplier of titanium for the F-35 and specialty alloys for tactical missiles. LMTs report confirms the "logjam" is breaking. F-35 Unlocked: LMT delivered a record [---] jets in [----] clearing the TR-3 inventory backlog."
[X Link](https://x.com/anyuser/status/2016942523395027195) 2026-01-29T18:32Z [---] followers, [---] engagements
"$TSLA Q4 2025: The "Fremont Pivot" and the End of the Automotive Era (As We Knew It) If you thought yesterdays earnings call was going to be about EV demand elasticity or interest rate headwinds you missed the memo. Elon didnt just report numbers; he essentially filed divorce papers with the concept of being "just a car company." Here is the breakdown of Teslas strategic pivot the financials and why your next Model S might actually be a humanoid robot. [--]. The Headline: The "Fremont Pivot" In a move that is equal parts historic and symbolic Tesla announced the conversion of the Model S and"
[X Link](https://x.com/anyuser/status/2016833175800938531) 2026-01-29T11:17Z [---] followers, [---] engagements
"The thesis is playing out faster than expected. Since my Nov post $SOLS has broken out but the market is still pricing it primarily as an industrials/AI cooling play. They are missing the bigger picture: Spot #Uranium is breaking out (hitting $99/lb) and SOLS isn't just a participantthey are the bottleneck. As the only operating domestic UF6 converter with capacity sold out through [----] every tick higher in the nuclear fuel cycle reinforces their pricing power. The AI cooling story is the icing; the nuclear monopoly is the cake. ☢📈 https://twitter.com/i/web/status/2016571433241952702"
[X Link](https://x.com/anyuser/status/2016571433241952702) 2026-01-28T17:57Z [---] followers, [----] engagements
"The #Nuclear Supply Chain Checkmate: Westinghouse & Tetra Tech Canada ⚛ If you thought the nuclear renaissance was just PowerPoint slides and #uranium spot price memes look closer at the plumbing. The supply chain is getting hard-coded. Westinghouse just inked a deal with Tetra Tech Canada. Heres why this matters for the grid the GDP and the "Made-in-Canada" narrative. The Deal 🤝 Westinghouse Electric Company (WEC) and Tetra Tech Canada signed an MoU to collaborate on new nuclear builds in Ontario. The Tech: This covers the big iron (AP1000) and the new tactical SMRs (AP300). The Role: Tetra"
[X Link](https://x.com/anyuser/status/2016546403384774862) 2026-01-28T16:18Z [---] followers, [---] engagements
"Boom💥📰 Westinghouse Electric and Tetra Tech #Canada have teamed up to boost the development and deployment of AP1000 and AP300 #Nuclear reactor build projects in #Ontario⚛🏗👷🤠🐂#Uranium #RideTheNuclearWave 🌊🏄 https://aijourn.com/westinghouse-and-tetra-tech-canada-sign-agreement-for-nuclear-new-build-projects/ https://aijourn.com/westinghouse-and-tetra-tech-canada-sign-agreement-for-nuclear-new-build-projects/"
[X Link](https://x.com/anyuser/status/2016541582133280932) 2026-01-28T15:59Z 96.5K followers, 11.2K engagements
"Indias energy sector just got a massive "software update" and its running almost entirely on atoms. ⚛#uranium The Ministry of Power has released the Draft National Electricity Policy (NEP) [----] effectively telling the [----] version "Thanks for the grid but well take it from here." This isn't just a policy tweak; its a full-throttle pivot toward a nuclear-heavy future to fuel the Viksit Bharat [----] vision. If you had "Indian Private Sector Nuclear" on your [----] bingo card congratulationscollect your winnings. Here is the breakdown of Indias nuclear ambitions and the high-stakes reality of the"
[X Link](https://x.com/anyuser/status/2016201279660228689) 2026-01-27T17:26Z [---] followers, [---] engagements
"Indian government releases draft energy policy. Replacing coal-based captive plants with #nuclear. #uranium https://world-nuclear-news.org/articles/indian-government-releases-draft-energy-policy https://world-nuclear-news.org/articles/indian-government-releases-draft-energy-policy"
[X Link](https://x.com/anyuser/status/2016197980320047586) 2026-01-27T17:13Z 26.2K followers, [----] engagements
"Shorting #uranium stocks yesterday wasnt just a bad trade; it was a high-speed collision with reality. If you were hoping for a "valuation cooling" or betting that the AI-nuclear hype was just a digital mirage todays price action is the markets way of saying: Thanks for the liquidity.If youre going to bet against the fuel source of the future maybe dont do it while the spot price is hitting 20-month highs and the supply chain is held together by duct tape and prayers"
[X Link](https://x.com/anyuser/status/2016191618743706076) 2026-01-27T16:48Z [---] followers, [----] engagements
"The recent price action in Sprott Physical #Uranium Trust $U.U / $SRUUF has some investors spooked with shares down 4.7% following the announcement of an updated $1.0 Billion At-the-Market (ATM) equity program.While a "sell-off" on news of potential dilution is a classic knee-jerk reaction this is actually a massive bullish signal for the uranium market. Here is why: [--]. The "Bull Market Engine" is Refueled The SPUT ATM is the primary mechanism that removes physical uranium from the spot market.The News: Sprott just gave themselves the capacity to raise $1.0B USD to buy physical U3O8. The"
[X Link](https://x.com/anyuser/status/2015859768280433010) 2026-01-26T18:49Z [---] followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ErezShapira ⚛️Erez
⚛️Erez posts on X about $ccj, uranium, just a, investment the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] +36%
- [--] Month [------] +33%
- [--] Months [-------] +5,178%
- [--] Year [-------] +244%
Mentions: [--] #
- [--] Month [--] -53%
- [--] Months [---] +569%
- [--] Year [---] +221%
Followers: [---] #
- [--] Week [---] +0.39%
- [--] Month [---] +12%
- [--] Months [---] +161%
- [--] Year [---] +166%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries cryptocurrencies technology brands travel destinations celebrities automotive brands currencies social networks
Social topic influence $ccj #34, uranium, just a, investment, ai, $uuuu, if you, for the, strong, $uec
Top accounts mentioned or mentioned by @bretrosenthal @ronjonbsaas @capnek123 @crudechronicle @chasingrowth @toratidf @amiradnani @minenergybiz @drelidavid @elonmusk @nrc @leadlagreport @fermatslibrary @mmoney642 @emmanuelmacron @gorozen @interior @blindpig1966 @huxleymick @andreassteno
Top assets mentioned Cameco Corporation (CCJ) Energy Fuels Inc. (UUUU) Uranium Energy Corp. (UEC) BWX Technologies, Inc. (BWXT) Centrus Energy Corp. (LEU) Allegheny Technologies (ATI) SOLLENSYS CORP (SOLS) GE Vernova Inc. (GEV) Crowdstrike Holdings Inc (CRWD) Metadium (META) ASP Isotopes Inc. (ASPI) Brookfield Asset Management Inc (BAM) TechnipFMC (FTI) Tidewater, Inc. (TDW) Mirror Protocol (MIR) MP Materials Corp. (MP) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Validity (VAL) Transocean LTD. (RIG) EQT, Corp. (EQT) PolkaBridge (PBR) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) PAN American Silver Corp (PAAS) NVIDIA Corp. (NVDA) Canadian Natural Resources Limited (CNQ) IBM (IBM) Constellation Energy Corp (CEG) NexGen Energy Ltd. (NXE) Goldman Sachs (GS)
Top Social Posts
Top posts by engagements in the last [--] hours
"$CRON Heritage Cannabis signs deal with Cronos to fill and pack vaporizers #PotStocks #CannabisBusiness #supercycle 🤠 https://www.youtube.com/watchv=zzV6txMmEag https://www.youtube.com/watchv=zzV6txMmEag"
X Link 2019-08-03T13:13Z [---] followers, [--] engagements
"$GTIBF CEO - Illinois is a 3$ billion market"
X Link 2020-05-14T21:08Z [---] followers, [--] engagements
"Drill Baby Drill Helmerich & Payne The Financial History (2022 Edition) by @crudechronicle https://open.substack.com/pub/thecrudechronicles/p/drill-baby-drill-helmerich-and-payner=4nze4&utm_campaign=post&utm_medium=email https://open.substack.com/pub/thecrudechronicles/p/drill-baby-drill-helmerich-and-payner=4nze4&utm_campaign=post&utm_medium=email"
X Link 2022-10-22T13:11Z [---] followers, [--] engagements
"@BretRosenthal suggesting $REMX $LIT"
X Link 2023-02-11T15:50Z [---] followers, [---] engagements
"@BretRosenthal"
X Link 2023-06-27T12:09Z [---] followers, [--] engagements
"$VAL $DO $RIG $FTI $TDW 🥂"
X Link 2023-07-05T12:05Z [---] followers, [--] engagements
"$VLO 🦍 $DINO 🐐 CRUDE OIL Singapore gasoil crack spreads explode higher.now back above $20/bbl. Physical market is (slowly) improving. https://t.co/ye7nKJuTB2 CRUDE OIL Singapore gasoil crack spreads explode higher.now back above $20/bbl. Physical market is (slowly) improving. https://t.co/ye7nKJuTB2"
X Link 2023-07-22T17:17Z [---] followers, [--] engagements
"$XOP $OIH are the top performers in the energy sector thanks to the rising demand for offshore drilling and services. Dont let the green agenda fool you these stocks have a bright future 🚀 $TDW $FTI $NE $VAL $DO $RIG $SBOW $EQT $AR $PR"
X Link 2023-08-12T07:43Z [---] followers, [----] engagements
"$PBR 🥂 Reuters: Brazilian producer Petrobras $PBR has revealed plans to create a Chinese subsidiary (.) Petrobras wants to increase its share of Chinas oil imports to 15% from the current 5% in the next [--] to [--] years. https://t.co/BgIa0qpaBp Reuters: Brazilian producer Petrobras $PBR has revealed plans to create a Chinese subsidiary (.) Petrobras wants to increase its share of Chinas oil imports to 15% from the current 5% in the next [--] to [--] years. https://t.co/BgIa0qpaBp"
X Link 2023-09-06T08:48Z [---] followers, [--] engagements
"#uranium Spot Uranium: 8900/9100 USc/Lb U3O8 (+361c +4.01%)"
X Link 2023-12-20T19:44Z [---] followers, [---] engagements
"@chasingrowth_ etf [----] 🥂"
X Link 2024-01-02T10:23Z [--] followers, [--] engagements
"$SLB 🥂 We have concluded a remarkable year marked by widespread revenue growth margin expansion and exceptional free cash flow In [----] we will experience another year of strong growth driven by the international markets""
X Link 2024-01-19T12:10Z [---] followers, [--] engagements
"SLB Cash flow from operations $3.02 billion +87% y/y estimate $1.96 billion. Free cash flow $2.28 billion vs. $855 million y/y estimate $1.32 billion. Highest quarterly FCF since Q414"
X Link 2024-01-19T12:37Z [---] followers, [--] engagements
"$AVGO + $AMD"
X Link 2024-03-21T06:53Z [---] followers, [--] engagements
"@ronjonbSaaS Optimus Gen [--] has been demonstrated to handle delicate objects such as eggs without breaking them showcasing its potential for intricate tasks Humanlike Movements The latest updates show that Optimus Gen [--] can move "exactly like a person" which has been a point of interest"
X Link 2024-03-23T13:52Z [---] followers, [--] engagements
"@ronjonbSaaS for observers and commentators Competition: Nvidia's Project GROOT is also entering the humanoid robot space aiming to compete with Tesla's Optimus AI robot. This competition could drive further innovation and development in the field. Tesla's vision for Optimus is to create"
X Link 2024-03-23T13:53Z [---] followers, [--] engagements
"$SBOW https://www.bloomberg.com/news/articles/2024-05-16/crescent-energy-is-said-to-near-2-1-billion-deal-for-silverbow https://www.bloomberg.com/news/articles/2024-05-16/crescent-energy-is-said-to-near-2-1-billion-deal-for-silverbow"
X Link 2024-05-16T11:36Z [---] followers, [---] engagements
"#uranium long term price at 80.5$ spot price at 81.24$ $SRUUF -14.4% to nav do the math ⚛"
X Link 2024-08-06T17:43Z [---] followers, [---] engagements
"$AMD bought ZT Systems for its engineers and other employees who work in server design to make its GPU offerings more attractive to the data-center operators that buy them or might want to buy them. Think tech heavyweights like Microsoft Amazon Meta Platforms and Google parent Alphabet. 🦾🥂"
X Link 2024-08-20T07:23Z [---] followers, [---] engagements
"When large technology companies with substantial financial resources become active it is generally very bullish for smaller sectors⚛ $MSFT $CEG #URANIUM"
X Link 2024-09-20T18:47Z [---] followers, [---] engagements
"$UEC strikes again ⚛🤝Kudos @AmirAdnani 🏆 Uranium Energy Corp Expands U.S. Production Capacity with Acquisition of Rio Tinto's Sweetwater Plant and Wyoming #Uranium Assets http://prnewswire.com http://prnewswire.com"
X Link 2024-09-23T10:26Z [---] followers, [---] engagements
"@minenergybiz Their free cash flow next year is going to be mind-blowing 🤯imho"
X Link 2024-09-24T10:08Z [---] followers, [---] engagements
"#silver its time $PAAS $SILJ $AMRK"
X Link 2024-09-24T15:27Z [---] followers, [---] engagements
"The #uranium Renaissance ⚛ 🧠 Think Long-Term:If you're looking at uranium you're not playing for next week's gains; you're investing in the future of energy. Remember the market's volatility is your friend if you've done your homework. 💡 Fundamentals are King: Uranium's bull case isn't just hype. With nations pivoting back to #nuclear for its baseload capacity and carbon-free credentials demand is set to soar. Supply Constrained. Basic economics tells us where prices go from here. 🏭 Nuclear Necessity: Climate goals are tightening the noose on fossil fuels. Nuclear energy doesn't"
X Link 2024-09-25T08:28Z [---] followers, [----] engagements
"🔗🧵 $Oracle Cloud's Big Move with AMD's MI300X Oracle Cloud Infrastructure (OCI) just made a power play by integrating AMD's Instinct MI300X accelerators into its latest Supercluster dubbed BM.GPU.MI300X.8. Here's why this matters for #AI and cloud computing. Why MI300X These accelerators are designed for heavy lifting in AI with capabilities for high-throughput LLM (Large Language Model) inference and training. They support models with hundreds of billions of parameters Performance Boost: With up to [-----] GPUs in one cluster OCI's Supercluster uses an ultrafast network fabric. This setup is"
X Link 2024-09-26T16:19Z [---] followers, [---] engagements
"For all the #uranium fans searching the web for $NVDA CEO talking about Nuclear and AI enjoy ⚛🥂"
X Link 2024-09-28T08:04Z [---] followers, [--] engagements
"#Uranium 🧵 ⚛ Nuclear Power Plant Production: Going Big or Going Home 🏭 1/ Fleet Mode or Bust: Building #nuclear plants like cars on an assembly line That's the ticket to #energy dominance. Here's why mass production beats bespoke:💡 2/ France's Nuclear Playbook: - Standardization: France didn't just build reactors; they replicated success. This led to a nuclear fleet that's both reliable and cost-effective turning them into the electricity exporters of Europe. Low costs high output that's the French way. 3/ China's Nuclear Surge: - Speed & Scale: China's not playing checkers; they're"
X Link 2024-09-29T16:22Z [---] followers, [---] engagements
"natural gas might be gearing up for some interesting moves 📈 $EQT #energy #natgas"
X Link 2024-10-02T12:14Z [---] followers, [---] engagements
"reminder : The Cameco-Westinghouse Deal: 🧵#uranium 1/ The Acquisition: Last year $CCJ alongside Brookfield Renewable has acquired Westinghouse Electric Company marking a new chapter not just for the companies involved but for the entire nuclear energy sector. 2/ Why Investors Should Care: This isn't just another corporate acquisition. It's a strategic move positioning Cameco as more than a uranium miner; it's transforming into a #nuclear energy powerhouse. Yet market reactions haven't fully caught onto the potential here. 3/ Synergy of Strengths: Combining Cameco's upstream uranium expertise"
X Link 2024-10-03T11:06Z [---] followers, [---] engagements
"📣 Dustin Garrow with over four decades of expertise in the #Uranium industry offers invaluable insights in his latest interview. This is essential viewing for anyone involved or interested in the uranium market. Tune in to enhance your understanding of future market trends.⚛💡 In this edition of CEO a& Market Expert Interviews Uranium legend with 50+ years of experience Dustin Garrow talks about the #uranium market supply-demand gap shortages AI impact contranting and more. Watch here: https://t.co/c8JSKflvCv In this edition of CEO a& Market Expert Interviews Uranium legend with 50+ years of"
X Link 2024-10-05T11:56Z [---] followers, [----] engagements
"Macron's call for an arms embargo on Israel is diplomacy as theater: a grand gesture full of sound and fury signifying perhaps more about France's self-perception than about Middle Eastern realities. Here stands France ever the romantic trying to choreograph global politics with the elegance of a ballet yet seemingly forgetting that not all players are on the same stageor in the same play. Churchill quipped about the balance of beauty and challenge in France; today Macron balances precariously between moral high ground and strategic naivety"
X Link 2024-10-05T19:35Z [---] followers, [---] engagements
"@DrEliDavid Remember when Beirut was dubbed the Paris of the Middle East Now Paris might just be the Beirut of Europe"
X Link 2024-10-05T19:40Z [---] followers, 35.7K engagements
"🧵CVX-CNQ Deal: 🛢 1/ The Deal: Chevron $CVX divests from the Athabasca #OilSands to Canadian Natural Resources $CNQ for a nifty $6.5 billion. A move that speaks volumes not just in dollars but in strategy. 2/ Why This Matters: Chevron's exit from high-cost high-carbon assets isn't just about cleaning up their portfolio. It's a nod towards the future. A future where capital efficiency and ESG considerations start taking the front seat. 3/ For CNQ: This isn't just an acquisition; it's a statement. They're betting big on oil sands suggesting there's still life in these old fields. Long-life"
X Link 2024-10-07T10:54Z [---] followers, [---] engagements
"MEG #Energy: A New Chapter in Financial Strategy 🛢 $MEG.TO Energy has recently announced the completion of its strategic debt reduction initiative achieving a notable US$600 million debt target. This accomplishment marks a pivotal moment for the corporation signaling a robust turnaround in its financial structuring. The implications of this strategic completion are manifold: Enhanced Shareholder Value: By transitioning to a policy of returning 100% of free cash flow to shareholders MEG Energy underscores its commitment to enhancing shareholder value. This move is poised to make MEG an"
X Link 2024-10-07T16:53Z [---] followers, [---] engagements
"link to TD Securities #Nuclear Fuel Cycle & Next Generation Nuclear Roundtable with Grant Isaac Executive Vice-President and CFO of $CCJ from yesterday ⚛🦍 http://tiny.cc/xdjpzz http://tiny.cc/xdjpzz"
X Link 2024-10-09T12:30Z [---] followers, [--] engagements
"Oh their noble quest was to play the grand peacemaker keeping Hezbollah at arm's length from southern Lebanon. Clearly it never dawned on them that sticking around might require a rather swift exit strategy unless they fancied a firsthand lesson in the repercussions of playing nice with terrorists"
X Link 2024-10-12T19:33Z [---] followers, [--] engagements
"⚛#Uranium news: $LEU has issued $402.5 million in convertible senior notes carrying a 2.25% interest rate and due in [----]. These notes were sold in a private placement under Rule 144A to qualified institutional buyers. The initial conversion rate is set at [-------] shares of Class A common stock per $1000 principal equating to an initial conversion price of about $97.50📢per share. Key Points: - Interest: 2.25% per annum payable semi-annually on May [--] and November [--] starting May [--] [----]. Maturity: Notes mature on November [--] [----] unless earlier converted redeemed or repurchased. Ranking: Senior"
X Link 2024-11-08T11:32Z [---] followers, [---] engagements
"$IBM IBM and UFC have announced a groundbreaking partnership making IBM the UFC's first-ever Official Global AI Partner. The collaboration will introduce the UFC Insights Engine powered by IBM's watsonx AI platform set to launch in early [----]. The system will provide real-time analysis fight insights and outcome predictions across UFC's viewing platforms reaching fans in [---] countries. The engine will leverage IBM's Granite large language models and UFC's data feeds to deliver advanced analytics fighter tendencies and match projections integrating these insights into UFC's broadcasts social"
X Link 2024-11-14T13:22Z [---] followers, [--] engagements
"$CCJ leaders lead"
X Link 2024-11-21T18:28Z [---] followers, [--] engagements
"$CCJ 🦍 We are very excited to announce that the Westinghouse eVinci microreactor has received @NRC approvals that make our microreactor the first and only one with an NRC-approved I&C system. It opens a path to autonomous operation Learn more: https://t.co/JqfdcYgeYn https://t.co/eOwA2kCADL We are very excited to announce that the Westinghouse eVinci microreactor has received @NRC approvals that make our microreactor the first and only one with an NRC-approved I&C system. It opens a path to autonomous operation Learn more: https://t.co/JqfdcYgeYn https://t.co/eOwA2kCADL"
X Link 2024-12-05T11:07Z [---] followers, [--] engagements
"🚨⚛DOE Selects Silex for Domestic #Uranium Enrichment 🐂 $CCJ The U.S. Department of Energy has just announced a significant move towards enhancing domestic nuclear fuel production by selecting Silex Systems for their innovative laser enrichment technology. Here's what you need to know: Silex Systems an Australian firm brings to the table the SILEX (Separation of Isotopes by Laser EXcitation) technology which promises to be a game-changer in uranium enrichment. This tech could reduce energy inputs costs and environmental impact compared to traditional methods. But here's where it gets"
X Link 2024-12-11T12:58Z [---] followers, [---] engagements
"🪄Ah the ancient art of engineeringwhere math isn't just a subject it's the spellbook for conjuring the marvels of modern life You argue and I must say with a flair for drama that technology isn't just studied but lived through the wizardry of engineering. You see while some might dabble in the broad strokes of "technology" it's the engineers who dive into the nitty-gritty wielding equations like magic wands to turn the abstract into the concrete. From the spellbinding simplicity of a paperclip to the grand illusions of skyscrapers or spacecraft engineering is indeed where reality bends"
X Link 2024-12-28T19:50Z [---] followers, [----] engagements
"The semiconductor industry is witnessing a significant shift with Nvidia's latest Blackwell GPUs which reportedly require [--] to [--] times more testing than their predecessors the Hopper H100. This complexity not only underscores the technological advancement in GPU manufacturing but also signals a lucrative opportunity for companies specializing in semiconductor testing equipment. The Issue: Nvidia's Blackwell B100 and B200 GPUs with their intricate design including two compute chiplets and eight HBM3E stacks necessitate extensive testing to ensure quality and performance. This increased testing"
X Link 2024-12-29T11:52Z [---] followers, [--] engagements
"@leadlagreport How about "Exquisitely doomed" It's like a fine wine - aged to perfection in our dystopian reality. 🍷😉"
X Link 2025-01-04T20:09Z [---] followers, [--] engagements
"🚨 SANCTIONS SHOCKWAVE IN TANKER MARKET $FRO $ECO Aframaxes hit hard by sanctions but don't get caught holding the bag 💼Here's the real scoop: [--]. VLCCs on the Rise: With Russian dark fleet inefficiencies VLCCs are now key for moving replacement barrels. China & India demand stability and VLCCs are the answer. Expect rates to soar 📈 [--]. Crude Tankers Gain: All tanker rates will spike but crude tankers especially VLCCs are set for longer-term benefits as Asia's crude supply chain adjusts. [--]. Older Tankers Beware: Buying older tankers for Russian/Iranian trades is risky. Their value"
X Link 2025-01-14T11:03Z [---] followers, [---] engagements
"@fermatslibrary Together with Tetsuo Goto Nambu developed the Nambu-Goto action which describes the dynamics of a relativistic string in string theory. This action is crucial in the theoretical framework of string theory providing a mathematical description of how strings move in spacetime"
X Link 2025-01-18T19:41Z [---] followers, [----] engagements
"SK Hynix's results suggest mixed impacts for Micron Technology $MU The rise in DRAM prices due to HBM demand could benefit MU's HBM segment potentially boosting revenue. However the projected decline in overall DRAM and NAND shipments might pressure MU's standard memory sales. The positive outlook for HBM might buoy investor sentiment for MU but the broader market downturn could limit any stock surge unless MU outperforms expectations or manages market share gains. SK Hynix's planned increase in capital expenditures hints at industry investment in memory growth areas which could be positive"
X Link 2025-01-23T09:14Z [---] followers, [---] engagements
"@MMoney642 Nuclear energy $CCJ Cameco $BWXT BWX technologies $LEU centrus energy $UEC uranium energy corp"
X Link 2025-06-07T16:22Z [---] followers, [---] engagements
"@BretRosenthal"
X Link 2025-07-15T17:56Z [---] followers, [--] engagements
"#uranium $BWXT ⚛🦾announced today the award of U.S. Naval Nuclear Propulsion Program contracts totaling approximately $2.6 billion including future year options for manufacturing naval nuclear reactor components. The contracts primarily support Virginia and Columbia-class submarines as well as some work for certain Ford-class aircraft carrier components. Products contracted with these awards will be delivered during the next six to eight years"
X Link 2025-07-17T12:23Z [---] followers, [---] engagements
"@EmmanuelMacron 🤡 @EmmanuelMacron championing a Palestinian state while France clings to its colonial relics like Guadeloupe Martinique and New Caledonia is peak hypocrisy. Decolonize your own backyard before preaching self-determination"
X Link 2025-07-26T07:05Z [---] followers, [---] engagements
"🦉Great insights from Poten & Partners on Argentinas shale oil boom Vaca Muertas production is set to hit 1.1M b/d by [----] boosting exports. Impressive growth but infrastructure challenges remain. Big potential for YPF (state leader) Shell (LNG projects) Chevron (Vaca Muerta fields)"
X Link 2025-07-26T09:05Z [---] followers, [---] engagements
"$BWXT is powering the #nuclear renaissance and its time to pay attention As a leader in nuclear tech BWX Technologies Inc. is driving the future of clean reliable energy with a massive $6.7B backlog and game-changing partnerships with Westinghouse GE Vernova $GEV Cameco $CCJ and more. From large reactors to cutting-edge small modular reactors (SMRs) BWXT is at the heart of the global shift to carbon-free power. Heres why it is a powerhouse to watch: [--] Large Reactor Dominance: BWXT is a trusted supplier of reactor vessels steam generators and fuel for both commercial reactors and U.S. Navy"
X Link 2025-07-26T10:04Z [---] followers, [---] engagements
"$PANW just went on a $25 BILLION shopping spree to acquire CyberArk and Wall Street immediately threw a massive tantrum. 😠 The market's reaction was swift and brutal; a two-day slide in the stock price wiped out the entire year-to-date gains. Ouch. 📉 So is this a case of reckless spending or a calculated masterstroke According to CEO Nikesh Arora its the latter. He argues this move is the final crucial piece of a grand puzzle. Palo Alto has been building a "one-stop shop" cybersecurity platform and identity security was the one glaring hole. Acquiring CyberArk plugs that gap aiming to"
X Link 2025-07-30T18:33Z [---] followers, [---] engagements
"Here is a summary of Cameco's Q2 [----] report: 🦍#uranium $CCJ announced a stellar Q2 [----] showing strong growth and a brighter outlook for the year. 🚀 ✨ Q2 Financial Highlights: Net Earnings: Soared to $321 million up from $36 million in Q2 [----]. Adjusted EBITDA: Reached $673 million a 96% increase from the previous year. Revenue: Grew by 47% to $877 million. ⚛ Key Drivers & Outlook: Westinghouse Power-Up: The Westinghouse segment significantly boosted results largely due to its involvement in building two new nuclear reactors in the Czech Republic. 🔭Upgraded [----] Forecast: Cameco's share"
X Link 2025-07-31T10:47Z [---] followers, [---] engagements
"@Go_Rozen The historical precedent is undeniable. When the White House decides it needs lower rates it usually gets them one way or another. The cost is paid later in inflation. Thanks for connecting the dots to today's market"
X Link 2025-08-04T19:49Z [---] followers, [---] engagements
"$BWXT just dropped a massive Q2 [----] earnings report showcasing accelerating demand across its #nuclear markets. The company beat expectations and raised its full-year guidance. ⚛ Heres the breakdown: 🧵 Key Financial Highlights * Record Backlog: Soared to a stunning $6 BILLION up 70% year-over-year with a powerful [---] organic book-to-bill ratio. * Strong Growth: Double-digit adjusted EBITDA & EPS growth. * Guidance UP: Raised [----] guidance for revenue EBITDA EPS and free cash flow. Government Operations Powering Ahead ⚓ * BWXT locked in a new $2.6 BILLION pricing agreement for naval nuclear"
X Link 2025-08-05T06:19Z [---] followers, [---] engagements
"$CEG $DUK $SO $D $AEP"
X Link 2025-08-05T18:00Z [---] followers, [---] engagements
"$PAAS reported strong Q2 [----] results beating analyst estimates on both revenue and earnings. 🦉 Key financial results for the quarter: ✅ Revenue: $811.9M (+18.3% Y/Y) beating estimates by $39.53M. ✅ Adj. EPS: $0.43 beating estimates by $0.03. ➡ Net Earnings: $189.6 million. ➡ Free Cash Flow: $233.0 million. Reflecting this performance PAAS announced a 20% dividend increase to $0.12 per share. The company returned approx. $103.5M to shareholders in H1 [----]. On the strategic front the acquisition of MAG Silver is proceeding and is expected to close in H2 [----]. This transaction is projected to"
X Link 2025-08-07T11:16Z [---] followers, [---] engagements
"#Grok Imagine prompt: At noon in a solar-forged desert empire a sentinels upper body wears armor of polished alabaster porcelain with turquoise wave patterns and rose-gold filigree that radiates under blazing sunlight. The camera closes in on the chest where swirling engravings mimic ocean currents reflecting golden rays. Shoulder plates feature micro-etched glyphs glinting with prismatic highlights. The helmets surface shimmers with embedded mica flecks. Cinematic vibrant lighting brings the ultra-realistic 8k textures to life"
X Link 2025-08-09T09:32Z [---] followers, [--] engagements
"$CCJ - the sheer breadth of Cameco and Westinghouse's combined capabilities is unparalleled in the publicly traded market. This strategic repositioning allows Cameco to capitalize on the growing global demand for reliable carbon-free baseload power effectively transforming their business model from simply selling #uranium to delivering the promise of clean "electrons".⚡🦍"
X Link 2025-08-22T12:26Z [---] followers, [---] engagements
"The Interior Department and USGS just released the draft [----] List of Critical Minerals a key strategy for securing our domestic supply chains. ⛓ This years list identifies [--] essential commodities and is backed by a powerful new risk assessment model. This model analyzes how supply disruptionslike a trade restriction on rhodium from South Africa for examplecould impact the U.S. economy ranking minerals by their probability-weighted risk. Based on this new analysis the minerals with the highest potential impact on the U.S. economy are samarium rhodium and lutetium. The draft also recommends"
X Link 2025-08-25T18:20Z [---] followers, [--] engagements
"$CRWD shares are down despite a strong fiscal Q2 earnings report that beat revenue and EPS estimates. The Good:📈 Revenue & EPS beat expectations. Record Net-New Annual Recurring Revenue (ARR) of $221M a key indicator of future growth that accelerated ahead of schedule. The "Bad":📉 The stock dropped due to a slightly weaker-than-expected revenue guide for Q3 and the full year. The Context: Management attributes the soft revenue guide to a temporary strategic customer retention program (costing $10-15M/quarter) following last year's outage not a slowdown in demand. Crucially while the revenue"
X Link 2025-08-28T11:37Z [---] followers, [--] engagements
"$ELF We have launched a Substack 🍾🥂💃 Can be found here https://t.co/r7ZIUwR7j0 You will want to subscribe free And you will get exclusive. ARMR Research reports of ARMR Whiteboard Top Shelf investment ideas Our 1st report dropped today on $ELF Weekly Sunday night Week in We have launched a Substack 🍾🥂💃 Can be found here https://t.co/r7ZIUwR7j0 You will want to subscribe free And you will get exclusive. ARMR Research reports of ARMR Whiteboard Top Shelf investment ideas Our 1st report dropped today on $ELF Weekly Sunday night Week in"
X Link 2025-09-05T12:17Z [---] followers, [--] engagements
"Here's the deal with Centrus Energy $LEU in a nutshell 🥜: They're leveling up from a simple #nuclear fuel broker to the ONLY Western producer of HALEU ⚛ the special sauce for next-gen reactors. This gives them a monster competitive moat. 🏰 Why the buzz Geopolitics: The world is trying to cut Russia out of the nuclear fuel game. ✌ AI's Thirst: Data centers need epic amounts of 24/7 clean power. Nuclear is the answer. 🤖⚡ But there are risks: Execution: Building the multi-billion dollar factory is a huge lift. 🏗💸 Politics: Heavily dependent on government support. 🏛 It's a high-stakes play"
X Link 2025-09-11T15:19Z [---] followers, [---] engagements
"$CCJ has secured a long-term #uranium hexafluoride (UF6) supply agreement with Slovensk elektrrne to help power their five nuclear reactors in Slovakia from [----] to [----]. 🤝 For those tracking the industry this is a significant move for Slovakia's energy security. It also signals long-term demand for uranium concentrate (U3O8) the feedstock needed to produce the UF6. Securing nuclear fuel for a decade is one way to make sure your future is bright 😉 Cameco Signs Long-Term UF6 Supply Agreement with Slovensk elektrrne https://t.co/pplqoUMJCq https://t.co/RAsmKwaJTp Cameco Signs Long-Term UF6"
X Link 2025-09-13T12:04Z [---] followers, [---] engagements
"Game-changer for the industry. $CRWD & $META are introducing open-source benchmarks to transparently evaluate AI in cybersecurity. This initiative moves us from marketing claims to data-driven proof of efficacy. A huge step forward for standardization and trust"
X Link 2025-09-15T14:07Z [---] followers, [--] engagements
"$CRWD $META Tired of the AI hype in cybersecurity Let's talk about the Wild West of AI security claims. and how it's finally being tamed. The Problem We All Faced: For years trying to pick a security AI was a joke. Here's why: 🤫 "Trust Me Bro" Data: Vendors used their own secret data to claim they were #1. You couldn't check their work. ✨ Buzzword Bingo: Companies just yelled "AI-POWERED" and "NEXT-GEN ML" hoping no one would ask for proof. 💥 Useless Perfection: A model that's "99.9% accurate" but misses the one devastating attack is like a waterproof teabag. Utterly pointless. This left"
X Link 2025-09-15T14:19Z [---] followers, [--] engagements
"A major win for Global Laser Enrichment (GLE) and its partners $CCJ 49% and Silex Systems 51% ⚛💡 GLE has officially aced its final exam announcing that its large-scale laser technology demonstration in North Carolina was a resounding success. The data is in and the SILEX laser enrichment process is commercially viable This is a massive step forward for U.S. energy independence and supply chain security. After months of testing GLE has proven it can provide a domestic solution for enriching #uranium. Why does this matter With 20% of U.S. electricity powered by nuclear this move helps end the"
X Link 2025-09-17T16:37Z [---] followers, [---] engagements
"A new sophisticated cyber threat is on the rise as nation-state actors weaponize generative AI. According to $CRWD CEO George Kurtz North Korean operatives are using AI to build fake yet completely believable candidate profiles to infiltrate companies. "AI is being used to create resumes to create backgrounds to create LinkedIn profiles to make it look like a North Korean operative is a real person" Kurtz explained. "Many times the employer never even sees this person. They get hired. They get a computer. and then North Korean operatives access that once its on the network. And then its game"
X Link 2025-09-18T04:36Z [---] followers, [---] engagements
"In a stunning plot twist that has the entire semiconductor industry buzzing rivals $NVDA and $INTC have decided to bury the hatchet. right into the backs of their competitors. The two giants just announced a major partnership that feels a bit like watching a lion and a gazelle decide to open a joint venture. Here's the breakdown of this unholy yet fascinating alliance: Part 1: The Money -💰Nvidia is injecting a cool $5 billion into Intel common stock essentially placing a massive bet on its old rival's comeback tour. This isn't just a friendly gesture; it's a strategic investment that says"
X Link 2025-09-18T19:24Z [---] followers, [---] engagements
"Uranium hunt in KHNP's lair Bids None yetghost town affair. Sixty-five to one-oh-one a pound Prices dip like a clown's sad frown. Niger's mine naps in market gloom While Goldman dreams of trillion boom. South Korea waits fuel dreams deferred Hoping suppliers aren't too absurd"
X Link 2025-09-21T15:40Z [---] followers, [---] engagements
"The assertion that $UEC has "no proven or probable reserves" is a deliberate and misleading critique that exploits the nuances of mining disclosure standards to create a false perception of risk. UEC reports its assets as "Mineral Resources" in accordance with the U.S. Securities and Exchange Commission's S-K [----] framework. For In-Situ Recovery (ISR) projects the dominant methodology in UEC's portfolio the path to production is fundamentally different from conventional hard-rock mining. ISR operations involve lower capital intensity and more predictable geology making it standard industry"
X Link 2025-09-22T10:35Z [---] followers, [---] engagements
"Appreciate the diligence on the numbers. The [--] Mlb/yr license is for the recently acquired Sweetwater complex not the currently operating Irigaray plant. Irigaray's operational capacity is indeed in that [---] Mlb/yr range. It's standard for a plant's current operational capacity to be lower than its total site license. And comparing the first few months of a restart to a full-year capacity isn't an apples-to-apples comparison. That's just how ramp-ups work"
X Link 2025-09-25T05:55Z [---] followers, [--] engagements
"news coming out of Southern Ohio today. Centrus Energy $LEU just announced a multi-billion-dollar investment to massively expand its #uranium enrichment plant in Piketon. This is a seriously big deal for U.S. energy and national security. Here's why this matters: Energy Independence: This is a direct move to onshore our nuclear fuel supply chain and break our dependence on foreign nations like Russia. For decades we've relied on others for enriched uranium. This project aims to change that. Jobs for Ohio: The plan includes creating [---] new high-skilled permanent jobs and [----] construction"
X Link 2025-09-25T09:08Z [---] followers, [----] engagements
"🦉Well the timing is shall we say impeccable. 🤔 Just as the world puts its "Team #Nuclear " jersey back on for the great decarbonization game we get a memo from the coach. Kazatomprom Kazakhstan's atomic giant and the world's top #uranium supplier has gently informed us that we're heading for a "structural uranium deficit" by [----]. 📉 It seems the all-you-can-eat buffet of cheap easy-to-mine uranium that powered the last few decades is finally closing. According to their CFO "The era of cheap uranium.is fading." The proposed solution to meet the coming demand Just casually create "at least"
X Link 2025-09-26T07:20Z [---] followers, [----] engagements
"After a turbulent period the investment case for Boeing $BA is looking clearer than ever. Heres the flight plan on why this industrial giant is a compelling buy right now. ✈ [--]. The Ultimate Vote of Confidence: The FAA Green Light ✅ The big news today is the game-changer. The FAA is reportedly easing its tight restrictions preparing to lift the [---] MAX production cap from [--] to [--] jets/month and restoring Boeing's authority to handle its own final safety checks. After months of intense scrutiny this is the regulator's nod that the comprehensive safety and quality overhaul is working. The"
X Link 2025-09-26T13:06Z [---] followers, [---] engagements
"The number that truly matters in the #uranium market just moved. The long-term contract price for September printed at $83.00. This is the first material step-up after stalling at the $80 plateau for over a year. While spot price gets the headlines this is what utilities are actually paying to secure long-term supply. The stalemate is broken"
X Link 2025-10-02T08:05Z [---] followers, [----] engagements
"🦉A deep dive into the "Takaichi Pivot"Prime Minister Sanae #Takaichi is orchestrating the most significant reshaping of Japan's #energy policy since the Fukushima disaster. This isn't just about kilowatts; it's a core pillar of her "Japan First" nationalist agenda blending economic strategy geopolitical ambition and a high-stakes technological vision. 💡 Heres the breakdown of her transformative strategy: [--]. The #Nuclear Renaissance ☢ At the heart of the Takaichi doctrine is a full-throated revival of nuclear power aimed at securing energy independence and decarbonization. * Restarting the"
X Link 2025-10-06T08:35Z [---] followers, [---] engagements
"Japan adds #uranium to its list of critical minerals. This is a significant signal for the global nuclear fuel market. The move is expected to trigger a wave of overseas investment from Japanese trading houses into uranium mining and enrichment projects to diversify supply away from Russia & China. With [--] reactors restarted and [--] more awaiting approval Japan is re-committing to nuclear power creating a more secure long-term demand profile for uranium. A key development for investors in the nuclear sector"
X Link 2025-10-06T17:57Z [---] followers, [----] engagements
"Watching the energy sector's evolution it's clear $GEV is building a formidable competitive moat. Their strategy isn't just about participating in the #energy transition; it's about leading it from two critical synergistic fronts: natural gas and advanced #nuclear. On one hand their gas power division particularly the highly efficient HA-turbine fleet remains the gold standard. It provides the essential flexible power needed to stabilize the grid and support the intermittent nature of renewablesa crucial and profitable role for decades to come. On the other hand their strategic partnership"
X Link 2025-10-08T16:53Z [---] followers, [---] engagements
"Major Clean Energy Expansion: $AMZN to Triple Size of X-energy Advanced #Nuclear Plant In a landmark move for the future of clean energy Amazon has unveiled plans to triple the size of its planned nuclear power facility with developer X-energy. The project now named the Cascade Advanced Energy Facility is set to become a nearly 1-gigawatt clean energy powerhouse in the Pacific Northwest. Project Scale & Technology: Originally proposed as a 320-megawatt plant the expanded facility will now generate a maximum of [---] MW. This will be achieved through a phased construction of [--] advanced Small"
X Link 2025-10-16T14:49Z [---] followers, [---] engagements
"$DYL with $235million cash in bank to develop Tumas deposit after completing tranche [--] of their capital raising yesterday another beautiful chart #uranium ⚛🦘"
X Link 2024-05-03T10:29Z [---] followers, [----] engagements
"⚛ $KAP Signals Tighter #Uranium Market with [----] Production Cut In a move with significant implications for the global uranium market Kazatomprom the world's largest producer has announced a planned 10% reduction in its uranium production forecast for [----]. The adjustment was revealed as part of the company's half-year financial results and updated production strategy. This decision by the Kazakh state-owned company is expected to further tighten the already constrained uranium supply adding upward pressure on prices. The market has been closely watching for any signals from major producers"
X Link 2025-08-22T09:07Z [---] followers, [----] engagements
"🦉 Heres a powerful mental model for analyzing Tidewater $TDW Think of it as a global "maritime real estate" company. This simple analogy helps clarify the entire business model and its current powerful cycle. Here's how it breaks down: 👇 The core parallels: * The Vessels are the income-producing properties 🏢 * The Day Rates are the monthly rent 💵 * The Utilization Rate is the occupancy rate ✅ * Offshore Regions are the real estate markets (Location Location Location) 🌎 Just like in real estate the key is supply and demand. For years there was a glut of vessels ("properties") which"
X Link 2025-08-23T20:21Z [---] followers, [---] engagements
"You're absolutely right BWX Technologies $BWXT has been doing this for over [--] years supplying the compact #nuclear reactors that power the entire US Navy fleet of submarines and aircraft carriers. It's a fantastic example of proven reliable military technology paving the way for commercial innovation. Great to see the private sector catching up ⚛ #SMR https://twitter.com/i/web/status/1959698190808039498 https://twitter.com/i/web/status/1959698190808039498"
X Link 2025-08-24T19:23Z [---] followers, [--] engagements
"🦉The world's top #uranium producers are officially in their "playing hard to get" era. 💅 First Kazatomprom $KAP and now Cameco $CCJ announces a surprise production diet for its massive McArthur River mine. Utilities searching for pounds are basically being left on read. With the two biggest players pulling back the supply deficit narrative just got a whole lot spicier. 🌶 Broader Implications for Uranium Supply: The production cut by Cameco a cornerstone of Western uranium supply is a major signal for the market. It's not happening in a vacuum and has profound implications especially when"
X Link 2025-08-30T17:43Z [---] followers, [----] engagements
"$ETN CEO's Electrifying Outlook: A Detailed Download Eaton's CEO plugged in after the market closed Thursday and dropped some seriously high-voltage numbers providing a powerful look at the secular growth drivers for electrification. 🔌: [--]. Data Centers: The #AI Boom is Quantified 🤖 The AI hype isn't just talk; it's driving unprecedented investment. Aligning with major market themes like Oracle's recent forecast Eaton's CEO revealed a staggering statistic: The industry-wide data center project backlog has more than TRIPLED in just one year rocketing from $150 billion to a mind-blowing $470"
X Link 2025-09-13T12:19Z [---] followers, [---] engagements
"The short report on #Uranium Energy Corp $UEC doesn't just misread the financials; it completely ignores the company's strategic chokehold on CRITICAL US infrastructure. This isn't just about mining pounds; it's about controlling the processing bottleneck. 🧵 1/ Recap: Flawed Financials. The short thesis is anchored in historical cash burn & dilution. This is an outdated view. UEC is now a producer generating revenue ($49.8M in the nine months ended April '25) with its Christensen Ranch ISR facility online. The financial inflection is happening NOW. 2/ Recap: Justified Premium. Valuation"
X Link 2025-09-22T10:14Z [---] followers, [----] engagements
"$AEC just made a significant strategic move ♟ appointing former U.S. Representative Jeff Duncan to its Board of Directors. This is more than just a headline appointment; it's a calculated play to align with U.S. domestic energy policy. Duncan's resume is tailor-made for a #uranium company aiming for a U.S. revival 📋: Nuclear Champion: He was a key force behind the passage of the Advance Act designed to fuel a U.S. nuclear renaissance ⚛🚀. Deep Committee Experience: Served on crucial House committees including Energy & Commerce Natural Resources and Homeland Security 🏛. Leadership Roles:"
X Link 2025-09-23T12:56Z [---] followers, [---] engagements
"Key #Uranium Sector Development: Yellow Cake $YCA.L moves to acquire more physical UO signaling strong confidence in the market. Yellow Cake plc has announced a proposed non-pre-emptive placing to raise $125M. The primary use of proceeds is to purchase [----] million lbs of physical uranium. Key Details & Implications: Strategic Acquisition: The funds will be used to fully exercise YCA's [----] purchase option with Kazatomprom $KAP.L the world's largest uranium producer. This removes significant physical volume from potential market availability. Price Signal: The purchase is locked in at"
X Link 2025-09-24T08:47Z [---] followers, [---] engagements
"$SII wait until this new AUM hits the fee stream of Sprott Inc. wait until this new AUM hits the fee stream of Sprott Inc"
X Link 2025-09-24T11:36Z [---] followers, [---] engagements
"Just went through the #Uranium Energy Corp $UEC annual report for fiscal year [----] and it confirms a massive strategic shift for the company. They've officially made the jump from developer to producer but the real headline is their aggressive move to become America's only vertically integrated uranium company. They're funding this growth from a position of strength reporting a solid balance sheet with $321 million in liquid assets and zero debt. A few key takeaways for those following the uranium space: Breaking down their operational progress its clear they're building a multi-asset"
X Link 2025-09-24T13:04Z [---] followers, 10.9K engagements
"Some major news dropped today in the U.S. defense and energy sector thats worth paying attention to. BWX Technologies $BWXT just secured a massive 10-year $1.6 billion contract from the National #Nuclear Security Administration (NNSA). The goal is to establish a domestic supply of High Purity Depleted #Uranium (HPDU) a critical material for national defense. Why this is a big deal: BWXT is now tasked with building and operating a brand-new manufacturing plant in Jonesborough TN. Once it's running this facility will become the sole active source for this material in the entire United States."
X Link 2025-09-30T20:33Z [---] followers, [---] engagements
"🦉In short $UUUU is raising $600 million (with an option for $700 million) by issuing special debt. This is a sophisticated financial move that appears to be very positive for the company. What is the company doing The company is issuing "Convertible Senior Notes." In simple terms it is taking a large loan of $600 million from major institutional investors. The offering size was increased: Originally the plan was to raise $550 million but due to high demand the amount was increased to $600 million. This is a very positive sign that indicates investor confidence in the company. Very low"
X Link 2025-10-01T09:37Z [---] followers, 15.5K engagements
"🦉 $NXE has just announced a landmark capital raise securing approximately C800 million by issuing new shares in both North American and Australian markets. The deal is structured as a "bought deal" meaning a syndicate of major investment banks has already committed to buying the entire C800 million share offering. This arrangement not only guarantees the full funding for NexGen but also serves as a massive vote of confidence from the financial community in the company's future. The purpose of this enormous capital injection is laser-focused: to fund the construction of its world-class Rook I"
X Link 2025-10-02T05:22Z [---] followers, [----] engagements
"🦉#Uranium Energy Corp $UEC Announces Public Offering to Fund US Uranium Facility A significant strategic move from UEC today as they launch a public offering to raise capital. Here's the breakdown: The Offering: 🔹 Size: [--------] shares of common stock. 🔹 Greenshoe Option: Grants underwriter a 30-day option to purchase up to an additional [-------] shares (15%) signaling confidence in demand. 🔹 Lead Underwriter: Goldman Sachs ($GS) is managing the deal adding institutional credibility. Use of Proceeds: The primary goal is to accelerate the development of a new state-of-the-art American"
X Link 2025-10-03T11:22Z [---] followers, [---] engagements
"$MIR 🦉When evaluating a long-term investment the central question isn't just "What does this company do" but rather "What prevents someone else from doing it better and cheaper" This is the essence of an economic moat. Some companies have moats worthy of a medieval castle complete with impenetrable walls and vigilant defenders. Others frankly are working with an inflatable kiddie pool with a slow leak. Today let's explore the formidable fortress that is Mirion Technologies. At first glance Mirions business of radiation detection and monitoring might seem niche. But it's within this niche"
X Link 2025-10-03T15:00Z [---] followers, [----] engagements
"⚡PRICING UPDATE: #Uranium Energy Corp $UEC has priced its public offering. The details are in and the company has secured its funding. Heres the breakdown for investors: The Numbers: 💰 Price: $13.15 per share 💸 Gross Proceeds: $203.8 Million (before the underwriter's option to purchase more) 🗓 Expected Closing Date: October [--] [----] The Strategy: The funds are officially earmarked to accelerate the development of a new state-of-the-art American uranium refining & conversion facility. This is a direct play on building a secure domestic nuclear fuel supply chain. The Investor Takeaway: This is"
X Link 2025-10-03T15:17Z [---] followers, [----] engagements
"🦉It's official Energy Fuels $UUUU Secures $700M War Chest in Landmark Offering Signaling Massive Vote of Confidence the company has successfully closed its convertible notes offering securing a massive US700 million war chest to accelerate its dual-pronged strategy in both #uranium and rare earth elements (REEs). The story here isn't just the final amount; it's the overwhelming market demand that led to it. The offering was upsized twicefirst from an initial target of $550 million to $600 million and then ultimately finalized at $700 million after the syndicate of underwriters led by Goldman"
X Link 2025-10-05T19:44Z [---] followers, [----] engagements
"🦉 $UEC Secures $203M to Forge America's Vertically Integrated #Uranium Future. Uranium Energy Corp has officially closed its previously announced public offering successfully raising $203 million through the issuance of [----] million shares at $13.15 per share. The offering solely underwritten by Goldman Sachs marks a pivotal moment in the company's strategy and the broader American nuclear fuel cycle. While any equity raise involves dilution (in this case approximately 8.2% before the underwriter's option) the strategic importance of how this capital will be deployed cannot be overstated."
X Link 2025-10-06T15:44Z [---] followers, [----] engagements
"$Cisco is revolutionizing #AI infrastructure with the launch of its new P200 networking chip. 🚀 This powerful chip is designed to connect AI data centers over vast distances essentially turning multiple sites into one massive supercomputer. Key takeaways: 🔹 Solves the challenge of training huge AI models across geographically separate data centers. 🔹 Major cloud providers like Microsoft Azure & Alibaba are already on board. 🔹 The P200 is incredibly efficient replacing [--] separate chips with one and using 65% less power. This innovation addresses the growing need to build data centers"
X Link 2025-10-08T13:02Z [---] followers, [---] engagements
"Mirion Technologies $MIR has built an exceptionally strong economic moat based on a few powerful interlocking advantages. In its critical markets of #nuclear power and radiation oncology the immense risk of failure creates punishingly high switching costs. Clients simply will not bet on cheaper unproven alternatives when safety is paramount leading to deep customer loyalty. This is reinforced by formidable regulatory barriers. Gaining the necessary certifications is a multi-year capital-intensive process that effectively deters new competition. Mirion leverages its vast installed base to"
X Link 2025-10-08T16:40Z [---] followers, [---] engagements
"🦉In the intricate world of advanced technology progress often hinges on materials so specialized they are measured in atoms⚛. From next-generation medicine and #quantum computing to the very heart of carbon-free energy the critical building blocks are enriched isotopes. A U.S. company ASP Isotopes $ASPI is rapidly emerging as a master architect in this essential field executing a strategy that is both pragmatic and profoundly ambitious. What sets ASPI apart is its versatile arsenal of enrichment technologies. The company wields a powerful combination: the proven Aerodynamic Separation"
X Link 2025-10-09T16:01Z [---] followers, [---] engagements
"Just finished digesting the latest Goldman Sachs note after their investor meetings with Uranium Energy Corp $UEC CEO Amir Adnani. GS is holding firm on their Buy rating and $16 price target and the takeaways suggest the company is moving with serious intent. Heres the breakdown for those following the #nuclear renaissance: 🚀 Full Steam Ahead on a US Conversion Facility The main event is UEC's accelerated push to build a new state-of-the-art uranium conversion facility right here in the US. Fueled by a freshly closed $234M equity raise this isn't just talk. UEC is already working with"
X Link 2025-10-10T14:44Z [---] followers, 12.2K engagements
"🦉A deep dive into the U.S. rare earth revival reveals two pivotal companies MP Materials $MP and Energy Fuels $UUUU taking distinct yet complementary paths to build a domestic supply chain. While both are crucial their strategies feedstock and target elements tell different stories. MP Materials is executing a powerful "mine-to-magnet" strategy leveraging its world-class Mountain Pass mine in California. Their focus is on achieving massive scale in Light Rare Earths (LREEs) specifically the Neodymium and Praseodymium (NdPr) that form the core of the high-strength permanent magnets essential"
X Link 2025-10-11T08:42Z [---] followers, [----] engagements
"Further to our discussion on $MP and $UUUU let's look at the immense scale and diverse sourcing behind their strategies. Both are securing critical minerals but from different corners of the globe and with distinct resource bases. MP Materials: Sovereign Resource MP's entire rare earth strategy is anchored by the Mountain Pass mine in California USA. This is North America's only operating rare earth mine and one of the richest LREE (Light Rare Earth Element) deposits globally. The mine holds estimated proven and probable reserves of [----] million metric tons of rare earth oxides (REO) giving"
X Link 2025-10-11T10:10Z [---] followers, [----] engagements
"JPMorgan has just unveiled a landmark $1.5 Trillion Security & Resiliency Initiative a monumental 10-year plan to fortify America's most critical industries and strengthen national economic security. This initiative includes a powerful direct investment arm of up to $10 billion in equity to accelerate growth and innovation where it's needed most. The firm is targeting [--] strategic sub-areas across four vital themes: 🏭 Supply Chain & Advanced Manufacturing: A major push to reshore key industries and secure vital materials. The focus is on everything from extracting critical minerals and"
X Link 2025-10-13T11:04Z [---] followers, 11.2K engagements
"ASP Isotopes $ASPI released a significant business update today outlining two key strategic advancements with material implications for their #quantum materials and radiopharmaceutical divisions. First the company has secured its largest supply contract to date for enriched Silicon-28 with delivery to a U.S. customer scheduled for Q1 [----]. This is a notable development as it validates the growing commercial demand for this critical material in quantum computing and advanced semiconductor applications. The contract effectively positions ASPI as an emerging pivotal supplier in the"
X Link 2025-10-13T12:26Z [---] followers, [---] engagements
"$BWXT Wyoming is making a landmark move to solidify its role as a national energy leader with the Wyoming Energy Authority recommending a $100 million grant to U.S. Navy contractor BWX Technologies (BWXT) for a new advanced #nuclear fuel facility. This is the centerpiece of a larger strategic investment which also includes nearly $10 million for carbon capture research and a potential new coal unit signaling a comprehensive all-of-the-above energy strategy. The $100M grant the first from Wyomings Large Project Energy Matching Fund will support BWXTs proposed $500 million TRISO nuclear fuel"
X Link 2025-10-13T18:24Z [---] followers, [----] engagements
""You can't put a stock certificate into a reactor." A powerful reminder from Cameco's Grant Isaac that speaks volumes about the current state of the #nuclear fuel market. While investment flows into the #uranium sector the ultimate truth is that financial instruments don't power grids. The growing demand from data centers AI and global electrification requires real physical pounds of uranium. The industry's focus must be on delivery and execution. The bridge from speculation to secure long-term energy production is built with new mines and reliable supply chains not just market sentiment"
X Link 2025-10-14T10:23Z [---] followers, [---] engagements
"#uranium uptade - ASP Isotopes $ASPI Announces Major Public Offering to Raise $210.3 Million Key Takeaway: Advanced materials and isotope producer ASP Isotopes Inc. (ASPI) has officially priced a significant underwritten public offering securing substantial capital to fund its future operations and growth. The Offering by the Numbers: ASP Isotopes announced it will issue [--------] shares of its common stock. Gross Proceeds: The offering is expected to generate approximately $210.3 million for the company before fees. Offering Price: This equates to a price of approximately $12.25 per share. It"
X Link 2025-10-15T14:53Z [---] followers, [---] engagements
"#uRANIUM - Major Milestone Achieved: $NXE NexGen Energy Ltd. Successfully Closes Landmark A$1 Billion Global Equity Offering 🌍💰 NexGen Energy Ltd. is proud to announce the successful closing of its significant global equity offering securing aggregate gross proceeds of approximately A$1 billion (C$950 million). This strategic capital raise marks a pivotal moment for the Company and the future of the Rook I Project. The offering was executed through a dual-tranche structure demonstrating robust investor confidence across international markets: [--] North American Offering: Raised gross"
X Link 2025-10-16T12:17Z [---] followers, [---] engagements
"🦉Breaking down the landmark U.S.-Australia strategic partnership. This is more than a headlineit's a masterclass in geopolitical and economic integration with massive implications for the sectors we watch closely. Heres my analysis of the three core pillars: 🌐 Pillar 1: Critical Minerals & Energy Dominance This new "Critical Minerals Framework" is a direct move to secure a Western-aligned supply chain. The joint $3B+ investment and funding for a new gallium refinery in Australia are game-changers. For investors this significantly de-risks the supply chain and provides a major tailwind for"
X Link 2025-10-20T18:45Z [---] followers, [---] engagements
"The market's reaction to $GEV's Q3 earnings is a significant disconnect from reality. While the stock is under pressure the fundamentals are exceptionally strong. GE Vernova didn't just beat estimates; it crushed them. Revenue climbed 12% to $9.97B (vs. $9.16B est.) while organic revenue grew a staggering 10% obliterating the 2% Street estimate. Adj. EPS also topped expectations. But the real story for long-term investors is the surge in future demand. Organic orders skyrocketed 55% to $14.6B expanding the total backlog by 15% to over $135B. This backlog provides clear revenue visibility and"
X Link 2025-10-22T18:21Z [---] followers, [----] engagements
"GE Vernova Q3 [----] Call: A Strategic Masterstroke with Prolec GE and an Emphatic Confirmation of the Gas Power Boom GE Vernovas $GEV third-quarter [----] earnings call was a pivotal event. While the headline numbers were strong the subsequent analyst Q&A session provided the real narrative revealing a company solidifying its dominance in the grid space and managing the gas power super-cycle with a clear-eyed focus on long-term profitability. The Prolec GE "Home Run": Why the Deal is Bigger Than It Looks The Q&A illuminated that the Prolec GE acquisition is far more than a simple consolidation."
X Link 2025-10-22T18:54Z [---] followers, [---] engagements
"$IBM Q3'25 Earnings Call Q&A Summary Here is the signal from the noise. Management (Arvind Krishna & Jim Kavanaugh) fielded questions with high confidence particularly around Free Cash Flow sustainability the Red Hat growth path and the true drivers of the AI-led margin expansion. [--]. On Free Cash Flow (FCF) Sustainability (Evercore ISI) The Question: The new $14B FCF guide is massive (implying 125% conversion). Is this a one-time pull-forward or is this the new sustainable base The Answer (Management's Read): This is the new base. The $14B is "high quality high sustainable" and driven by"
X Link 2025-10-23T15:19Z [---] followers, [---] engagements
"A massive story is quietly unfolding at the critical intersection of #AI and #Nuclear Energy. South Carolina's major power provider Santee Cooper is now in advanced exclusive talks to sell two inactive nuclear reactors to Brookfield Asset Management $BAM one of the world's largest asset managers with over $1 trillion AUM. The sole purpose of this multi-billion dollar deal: to resurrect these dormant plants to generate massive 24/7 clean power for the data centers underpinning the AI boom. This is a story of a spectacular failure and a potential strategic rebirth. These two reactors are at the"
X Link 2025-10-24T16:20Z [---] followers, [---] engagements
"$CCJ #Uranium🚨Fermi America has just announced critical strides in developing its colossal Project Matador HyperGrid in Texas poised to power the next generation of AI. The company has officially inked Front-End Engineering Design (FEED) contracts with Hyundai E&C and forged agreements with Doosan Enerbility & Siemens Energy for its groundbreaking initiative to deploy four Westinghouse AP1000 nuclear reactors delivering [--] GW of stable clean power. This monumental [--] GW hybrid power campus co-founded by Toby Neugebauer & former Energy Secretary Rick Perry is set to transform Carson County"
X Link 2025-10-27T17:52Z [---] followers, [---] engagements
"🦍Fleet mode - US Gov't Brookfield $BAM and Cameco $CCJ Announce TRANSFORMATIONAL Partnership to Deploy Westinghouse Nuclear Technology This is a seismic move for America's energy and tech future. A new strategic partnership has been formed between the United States Government Brookfield Asset Management and Cameco to accelerate the deployment of nuclear power directly linked to winning the global #AI race. Heres the breakdown of this historic announcement: [--]. The Core Deal: $80 Billion+ in New Nuclear At the center of this partnership is a commitment to construct at least $80 billion of new"
X Link 2025-10-28T10:22Z [---] followers, [---] engagements
"Mirion Technologies $MIR Q3 [----] Earnings: Strong Profit Beat & Nuclear Momentum Continues Mirion delivered a solid Q3 [----] beating profit expectations and reaffirming its full-year guidance. The results were driven by significant strength in its core #nuclear end-market bolstered by key strategic acquisitions and major contract wins. 📊 Q3 [----] Financial Highlights (YoY) Revenue: $223.1 million a +7.9% increase from $206.8 million in Q3 [----]. This was broadly in line with analyst expectations. Adjusted EPS: $0.12 a +50% increase from $0.08 in Q3 [----]. This was a strong beat versus consensus"
X Link 2025-10-29T16:26Z [---] followers, [---] engagements
"🦉Deconstructing the $80B #Nuclear Buildout: The Commodity Bill of Materials 🧐 Following the transformational partnership between the US Gov't Brookfield and Cameco $CCJ the $80B+ for new Westinghouse AP1000 reactors represents a seismic multi-decade demand signal for a very specific list of commodities. I've researched the material requirements for a single [---] GWe AP1000 unit. The implications for the physical market are staggering. This isn't just an energy story; it's a foundational commodities story. Here's the breakdown: [--]. The Nuclear Fuel (The Primary Shock) This is the most direct"
X Link 2025-10-31T06:13Z [---] followers, [----] engagements
"ATI Inc. $ATI: A Key Strategic Supplier for the New US Nuclear Buildout As the $80B+ US nuclear program (Westinghouse $BAM $CCJ) begins the focus shifts to the critical high-barrier-to-entry suppliers that make it possible. In this specialized industrial ecosystem ATI Inc. (ATI) stands out as a foundational company in the American nuclear fuel supply chain. Here is a breakdown of ATI's formidable strategic moat: [--]. The Zirconium/Hafnium Bottleneck You cannot have a light-water reactor without Zircaloy and ATI is the primary U.S. producer of this critical material. The Science: Zirconium is"
X Link 2025-10-31T15:14Z [---] followers, [---] engagements
"While many are focused on the newly spun-off Solstice Advanced Materials $SOLS for its role in AI data center cooling and next-gen refrigerants its most formidable competitive moat may be hidden in plain sight: the #nuclear energy sector. SOLS is a critical player in the nuclear fuel cycle providing #uranium hexafluoride (UF6) conversion servicesan essential step for creating fuel for nuclear power plants. Here's the moat: In partnership with General Atomics Solstice is the only domestic provider of these services in the United States. This creates a powerful strategic advantage in a sector"
X Link 2025-11-03T17:32Z [---] followers, [---] engagements
"$CCJ Q3 [----] MD&A Deep Dive: Strong YTD Supply Flex & a Transformational $80B+ US Partnership Cameco just filed its Q3 [----] MD&A providing a detailed look at its financial performance operational strategy and a "transformational" new partnership that reinforces the long-term bull case for nuclear. While Q3 [----] results were comparable to Q3 [----] the year-to-date (YTD) financials show significant growth. The company is actively managing its previously announced production shortfall at McArthur River/Key Lake by "adjusting a number of the supply levers" including reducing its planned market"
X Link 2025-11-05T13:53Z [---] followers, [----] engagements
"Cameco's Masterclass: A Dual Strategy of Demand Creation and Supply Discipline Cameco's $CCJ recent earnings Q&A was far more than a simple review of the numbers; it was a masterclass in strategic positioning laying out a powerful two-pronged thesis for the entire #nuclear sector. Management led by Grant Isaac articulated a clear and confident vision built on two main pillars: first actively creating massive long-term demand through the game-changing Westinghouse partnership and second enforcing an iron-clad "supply discipline" in the core uranium business refusing to ramp production until"
X Link 2025-11-05T16:11Z [---] followers, [----] engagements
"$BWXT Executes Sophisticated $1.1B Financial Overhaul Wiping Out Existing Debt & Setting a 100% Premium Dilution Hedge BWX Technologies just announced a major strategic maneuver pricing an upsized $1.1 billion convertible note offering. The increase from the initial $1.0B signals strong institutional demand for its paper. This isn't just a simple capital raise; it's a comprehensive re-architecture of its entire balance sheet. The company is locking in a 0% interest rate on the notes (due 2030) a clear financial win. For investors these notes carry an initial conversion price of $262.51 a"
X Link 2025-11-06T17:02Z [---] followers, [---] engagements
"📉 The #Uranium Deficit is "Monumental" and Utilities Are Trapped 🔒 🎙 Recent deep-dive interviews by Lucian Walovich @capnek123 with 50-year industry veteran Dustin Garrow and Sachem Cove Partners CIO Mike Alkin paint a stark unified picture of the uranium market. The consensus is clear: the market faces a "monumental" structural deficit 🧱 utilities have fundamentally misread the situation and the price discovery in the spot market is a distraction. 👉 🤔 The Utility "Wall of Doubt" Both experts agree that utilities have been hesitant and consistently wrong. Mike Alkin describes them as"
X Link 2025-11-15T09:08Z [---] followers, [----] engagements
"On "Why not $150 now" That's exactly Alkin's point. The market is looking at the wrong thing. The spot price (what everyone trades) is a "red herring" that utilities don't use (only 4% of their buys). The real price is in the opaque term market. Utilities are only just now exhausting their decade-old cheap inventory. The "pain" (and real price discovery) hasn't fully hit the tickers yet. If URNM is flat what was the flaw Two possibilities: [--]. The Supply Deficit was wrong. The "monumental" gap wasn't real. Brownfield restarts (Cameco etc.) ramped up flawlessly and new supply was far easier to"
X Link 2025-11-15T17:56Z [---] followers, [---] engagements
"@blindpig_1966 @HuxleyMick @capnek123 You're right. That "BS" has been pretty profitable. If you had bought Cameco (CCJ) [--] years ago for $10 you'd be up 750% today. If you had bought UEC [--] years ago for $1 you'd be up over 1000%. Sometimes the "plebs" are just early"
X Link 2025-11-15T21:30Z [---] followers, [--] engagements
"$CCJ *US PLANS TO BUY AND OWN AS MANY AS [--] NUCLEAR REACTORS: DOE *US PLANS TO BUY AND OWN AS MANY AS [--] NUCLEAR REACTORS: DOE"
X Link 2025-11-19T18:02Z [---] followers, [---] engagements
"🚨 The "Cooling" Crisis: Did a Broken Air Conditioner Just Save the Shorts from a Historic #Silver Squeeze The CME Group has officially halted global futures trading due to "data center cooling concerns." On the surface this is an unfortunate infrastructure failure on a low-liquidity Black Friday. But for those watching the Precious Metals markets the timing is not just unfortunateit is mathematically suspicious. The Context: A Breakout Interrupted At the exact moment the servers "overheated" the Silver market ($SI_F) was heating up for a move that traders have been waiting for years to see."
X Link 2025-11-28T10:20Z [---] followers, [----] engagements
"The Circuit Breaker ❄📉 On Black Friday volumes light #Silver sparked a breakout bright. 🚀 The charts aligned the squeeze began Disrupting every bearish plan. 🐻 But lo The CME hit pause Citing "Heat" as the fatal cause. 🌡 A broken fan A server fried Or just a place for shorts to hide 🧊 So commerce halts the tape goes still A convenient cure for a bullish ill. 💊 The servers cool the panic ends And "Thermodynamics" makes amends. 🤷♂💸"
X Link 2025-11-28T12:08Z [---] followers, [---] engagements
"$BWXT Cements #nuclear dominance in Europe BWX Technologies just secured a pivotal 10-year contract that fundamentally shifts its narrative from "Navy supplier" to "Global Nuclear Prime." They have been selected as the Owners Engineer for the massive expansion of Bulgaria's Kozloduy Nuclear Power Plant (Units [--] & 8) a deal valued at hundreds of millions of euros. Why this is a game-changer: [--]. The Geopolitical Pivot:This isn't just a construction job; its a strategic realignment. Bulgaria is swapping legacy Soviet technology for Western Westinghouse AP1000 reactors. By choosing a North"
X Link 2025-12-02T18:10Z [---] followers, [---] engagements
"The Era of Cheap #Uranium is Over. Kazakhstan Goes Full "Resource Nationalism" ☢ The worlds largest uranium producer Kazatomprom just signaled a massive shift in the global nuclear energy market. If you hold $URA $URNM or any uranium equities you need to read this. The Headline: Kazakhstan is moving to seize the "lions share" of all future uranium contracts. A new law currently moving through the Senate will require the national company (Kazatomprom) to take a 90% stake in all uranium mining projects upon contract renewalregardless of the foreign partner's previous share. Here is the"
X Link 2025-12-04T18:40Z [---] followers, [----] engagements
"Is $ATI the next logical target for the "America First" equity playbook The Trump Administration has signaled a shift: They aren't just handing out grants anymore. They are taking equity positions to secure the Industrial Base. Weve seen the Gov take stakes in raw materials $MP $LAC. But what about the processing layer The "Connect the Dots" Setup: Policy Shift: The "America First Investment Policy" prioritizes direct ownership in critical supply chains over subsidies. The Gap: You can mine all the titanium you want but if you can't forge it for a sub hull or jet engine its useless. The Fit:"
X Link 2025-12-05T20:39Z [---] followers, [---] engagements
"Why Im stalking $RGLD right now (and its not for the dividend) 🧵 Ive been digging through the royalty sector and I think the market is asleep at the wheel on Royal #Gold. Everyone treats this stock like a high-grade bondsafe boring predictable. But if you look at the asset-level data for [----] the setup is actually an aggressive growth inflection. Here is my thesis on the "Volume Wave" that nobody is talking about. 👇 1/7 The Valuation Disconnect First lets frame the entry. RGLD is trading at a notable discount to its premium peers (lower multiple than $FNV or $WPM). The market is pricing it"
X Link 2025-12-10T16:14Z [---] followers, [---] engagements
"$ATI ATI Inc. $ATI: A Key Strategic Supplier for the New US Nuclear Buildout As the $80B+ US nuclear program (Westinghouse $BAM $CCJ) begins the focus shifts to the critical high-barrier-to-entry suppliers that make it possible. In this specialized industrial ecosystem ATI Inc. ATI Inc. $ATI: A Key Strategic Supplier for the New US Nuclear Buildout As the $80B+ US nuclear program (Westinghouse $BAM $CCJ) begins the focus shifts to the critical high-barrier-to-entry suppliers that make it possible. In this specialized industrial ecosystem ATI Inc"
X Link 2025-12-11T16:32Z [---] followers, [---] engagements
"The Silicon Coup: Why the $Meta - $Googl alliance is a massive fundamental catalyst for $AVGO 🚀 The headlines are focused on Google and Meta teaming up to "erode Nvidias software advantage." But if youre following the silicon the real thesis is centered on the architect behind the curtain: Broadcom. Here is the breakdown of why the launch of TorchTPU strengthens the long-term case for Broadcom: [--] Breaking the CUDA Moat For a decade Nvidias CUDA was the only language AI spoke. Googles TPUs (Tensor Processing Units) were powerful but "hard" to use. By making Metas PyTorch run seamlessly on"
X Link 2025-12-18T13:47Z [---] followers, [---] engagements
"JAPANS #NUCLEAR PIVOT: State Funding to Unlock Massive Restart Push Japan is moving to aggressively jump-start its nuclear sector shifting from strict regulation to active financial support. The goal: Double the nuclear energy share by [----] to power the AI boom and secure energy independence. Here is the breakdown of the new policy the driving forces and the reactor roadmap. 🧵 [--]. THE NEW FUNDING SCHEME 💸 The Ministry of Economy Trade and Industry (METI) is proposing a new public loan system to support utilities. The Proposal: Public financing to cover up to 30% of total loans for nuclear"
X Link 2025-12-19T10:11Z [---] followers, [---] engagements
"#gold #silver Trump wants to fight "eggheads" (math) by cutting rates while the economy runs hot. Apparently inflation is now a self-correcting problemmuch like a bull in a china shop eventually runs out of china. When the printer goes brrr to chase "vibes" real assets go vertical. The bull case for Gold just got a megaphone"
X Link 2025-12-23T19:12Z [---] followers, [---] engagements
"2025: The Year #Nuclear Found the Fountain of Youth ⚛ While everyone was watching for new shovels hitting the ground the real story of [----] was happening quietly in the background: The Global Fleet just refused to retire. We saw a massive wave of life extensions announced and approved this past year. The data is staggering and frankly the demand models weren't ready for it. Here is the breakdown of the nuclear renaissance nobody is talking about: [--]. The "Zombie" Fleet is Alive and Well According to our research [--] reactors were granted life extensions globally in [----]. That is nearly 10% of"
X Link 2025-12-24T16:38Z [---] followers, [--] engagements
"@BretRosenthal Appreciate the shoutout Bret 🤝 Its been a privilege being part of the ARMR Report Elite team this year. The methodology is unmatchedwe locked in some absolutely massive gains in [----]. Ready to run it back even harder in '26 ☢📈"
X Link 2025-12-25T16:19Z [---] followers, [---] engagements
"@AndreasSteno Respect the historicals but the market structure has changed. Shanghai premiums and volume are driving the bus now. Betting on a crash based on US ETF churn seems risky when the physical market is this tight"
X Link 2025-12-27T09:19Z [---] followers, [--] engagements
"Respect the historicals but the market structure has changed. Shanghai premiums and volume are driving the bus now. Betting on a crash based on US ETF churn seems risky when the physical market is this tight. Just look at the divergence: SHFE silver inventories have collapsed to under [---] tons (lowest since 2016). Meanwhile Shanghai is trading at a 10% premium to London. The arbitrage window is wide open draining physical from the West. That's why high volume on SLV isn't a topit's a transfer of inventory"
X Link 2025-12-27T09:37Z [---] followers, [----] engagements
"@Oliver_MSA The silver market has more fan fiction written about it than any other asset class. Ignoring the noise is the only way to stay sane"
X Link 2025-12-30T17:32Z [---] followers, [---] engagements
"Trading at the Intersection of Logic and Emotion Trading is the ultimate test of both architectures. To win you must master the Reason of the tape and the Empathy of the crowd. Here is how they converge in the markets: Resonance & Convergence (The Setup): Before the trade you need Felt Resonance with the market's pulse. You aren't just looking at a chart; you're feeling the "fear and greed" cycle. This is the Strange Attractorcycling through data until a high-conviction thesis emerges. Accurate Coupling (The Execution): Success requires a perfect map-to-territory fit. Accurate Coupling is"
X Link 2026-01-01T13:25Z [---] followers, [--] engagements
"@BretRosenthal Here - https://www.cameco.com/invest/events-presentations/goldman-sachs-energy-cleantech-utilities-conference-virtual-fireside https://www.cameco.com/invest/events-presentations/goldman-sachs-energy-cleantech-utilities-conference-virtual-fireside"
X Link 2026-01-08T08:55Z [---] followers, [--] engagements
"Energy Fuels $UUUU just dropped a Feasibility Study for its Vara Mada project in Madagascar and the numbers are so large they might actually be visible from space. If youve been following the UUUU transition from "just a uranium miner" to "global critical minerals titan" this is the validation youve been waiting for. Here is the breakdown of why this press release is basically a geopolitical and financial flex. 💰 The Math: NPV Market Cap The most eye-popping stat in the report is the $1.8 Billion post-tax NPV (10% discount). For those of you who prefer your data in bite-sized chunks: that"
X Link 2026-01-08T11:24Z [---] followers, 20.5K engagements
"The ticker flickers red the day-trader cries Chasing the "now" with wide nervous eyes. But a forty-year mine doesn't care for the noise Or the short-term swing of the market's toys. The "news" is a dip the logic is sound While the patient are busy just claiming the ground. If you're watching the minute you're missing the mountain Why count the drops when youve bought the whole fountain https://twitter.com/i/web/status/2009579474111611221 https://twitter.com/i/web/status/2009579474111611221"
X Link 2026-01-09T10:54Z [---] followers, [--] engagements
"If TSMCs Q4 earnings were a physics paper the title would be The Law of Upward Momentum. 📈For those tracking the #semiconductors ecosystem the $TSM print isn't just a win for foundryits a massive "green light" for Qunity Electronics $Q. Here is why the smart money is looking at the materials play behind the chips. 🧵👇 [--]. The "Double Beat" is Just the Appetizer TSMC didn't just beat expectations; they redefined them. Revenue: $33.73B (up 25.5% YoY) Net Profit: Up 35% YoY [----] Outlook: Forecasting 30% growth. If TSMC is the chef Qunity owns the kitchen and the secret ingredients. As a"
X Link 2026-01-15T15:56Z [---] followers, [---] engagements
"While the rest of the world is busy playing geopolitical checkers Energy Fuels $UUUU just made a Grandmaster move in the domestic critical minerals space. Theyve released the Bankable Feasibility Study (BFS) for their Phase [--] expansion at the White Mesa Mill in Utah. For those who don't speak "Mining Executive" a BFS is essentially the "put up or shut up" document for a projects economic viability. And the results Theyre quite frankly absurd. 📈 The "Bottleneck" Breaker CEO Mark Chalmers isn't just looking for the corkscrew; he's rebuilding the whole cellar. The Phase [--] Circuit is designed to"
X Link 2026-01-16T09:24Z [---] followers, [--] engagements
"While the rest of the world is busy playing geopolitical checkers Energy Fuels $UUUU just made a Grandmaster move in the domestic critical minerals space. Theyve released the Bankable Feasibility Study (BFS) for their Phase [--] expansion at the White Mesa Mill in Utah. For those who don't speak "Mining Executive" a BFS is essentially the "put up or shut up" document for a projects economic viability. And the results Theyre quite frankly absurd. 📈 The "Bottleneck" Breaker CEO Mark Chalmers isn't just looking for the corkscrew; he's rebuilding the whole cellar. The Phase [--] Circuit is designed to"
X Link 2026-01-16T09:51Z [---] followers, [----] engagements
"$ISRG Q4 Earnings Review: The "Slowdown" Was Greatly Exaggerated 🤖💸 The thesis wasn't about the revenue; it was about the CAPEX cycle. And the hospitals just voted with their wallets. The Headline Numbers: ✅ Rev: $2.87B (+19% YoY) In line. ✅ Adj EPS: $2.53 Solid profitability. ✅ Cash Pile: $9.03B (Fortress balance sheet). The Real Story: The Hardware Supercycle is RIPPING 🚀 Ignore the noise look at the placements. Total Systems Placed: [---] (Up massively from [---] in Q3). da Vinci [--] Ramp: [---] units placed (vs [---] in Q3). Hospital CFOs all year: "Budgets are tight rates are high." Also"
X Link 2026-01-22T21:32Z [---] followers, [---] engagements
"TechnipFMC $FTI Announces Strong Q3 [----] Results Significantly Boosts Shareholder Return Program & Raises Full-Year Guidance TechnipFMC today reported robust Q3 [----] results highlighting strong commercial momentum expanding margins and exceptional free cash flow generation. The company demonstrated significant confidence in its outlook by increasing its share repurchase authorization by $2.0 billion and raising its full-year [----] free cash flow guidance. Q3 [----] Financial Highlights (vs. Q3 2024): Revenue: $2.65B (+12.7% YoY) Net Income: $309.7M or $0.75 per diluted share (vs. $0.63 YoY)"
X Link 2025-10-23T13:26Z [---] followers, [---] engagements
"🔦 The "Laser" JV: Global Laser Enrichment (GLE)The Players: Cameco $CCJ and Silex Systems ($SLX.AX / $SILXY)The Asset: Paducah Laser Enrichment Facility (PLEF) While the broader #nuclear market focuses on digging new holes in the ground arguably the most exciting development in the sector isn't a mine at allits a recycling project that has recently transitioned from a science experiment to a commercial reality. This is Global Laser Enrichment (GLE). At its core GLE is the exclusive licensee of the SILEX laser technology a third-generation enrichment process that promises to be significantly"
X Link 2026-01-05T17:17Z [---] followers, [---] engagements
"Isotope Enrichment: The most boring exciting sector on earth $ASPI Isotope enrichment sounds like the villains plan in a Bond movie. In reality its the invisible bottleneck for everything the future is betting on: Quantum Computing Nuclear Medicine and Next-Gen Energy. Here is the "Napkin Math" deep dive on ASP Isotopes Inc. ASPI. The Tech Stack (Explained simply) They use proprietary aerodynamics (ASP) to separate isotopes. Think of it like sorting Skittles by color but the Skittles are atoms and you're using high-velocity gas instead of your hands. Its modular scalable and claims to be"
X Link 2026-01-15T19:20Z [---] followers, [----] engagements
"The Great Rare Earth Pivot: Washington looks South but $UUUU is already packed. The Financial Times reported this weekend that the U.S. is aggressively pursuing a rare earths partnership with Brazil to break Chinas chokehold on the sector. While State Department officials and lobbyists are busy booking flights to Braslia and learning to pronounce "rapprochement" (the diplomatic term for Trump and Lula finding common ground because critical minerals) the smart money should be looking at who is already sitting on the assets. The Macro Setup: Beijing flexed its muscles last April by restricting"
X Link 2026-01-20T19:45Z [---] followers, [----] engagements
"Indias energy sector just got a massive "software update" and its running almost entirely on atoms. ⚛#uranium The Ministry of Power has released the Draft National Electricity Policy (NEP) [----] effectively telling the [----] version "Thanks for the grid but well take it from here." This isn't just a policy tweak; its a full-throttle pivot toward a nuclear-heavy future to fuel the Viksit Bharat [----] vision. If you had "Indian Private Sector Nuclear" on your [----] bingo card congratulationscollect your winnings. Here is the breakdown of Indias nuclear ambitions and the high-stakes reality of the"
X Link 2026-01-27T17:26Z [---] followers, [---] engagements
"$TSLA Q4 2025: The "Fremont Pivot" and the End of the Automotive Era (As We Knew It) If you thought yesterdays earnings call was going to be about EV demand elasticity or interest rate headwinds you missed the memo. Elon didnt just report numbers; he essentially filed divorce papers with the concept of being "just a car company." Here is the breakdown of Teslas strategic pivot the financials and why your next Model S might actually be a humanoid robot. [--]. The Headline: The "Fremont Pivot" In a move that is equal parts historic and symbolic Tesla announced the conversion of the Model S and"
X Link 2026-01-29T11:17Z [---] followers, [---] engagements
"🦉The Silex Story 🦘 $CCJ 🦍 In the world of deep technology breakthroughs often happen quietly before they change everything. This is the story of Silex Systems (ASX: $SILX OTCQX: $SLXFF) an Australian technology company that is on the verge of fundamentally reshaping a critical global industry: #nuclear fuel enrichment. For decades enriching #uranium has been a brute-force process spinning materials at supersonic speeds in massive centrifuge plants. It works but its energy-intensive and technologically stagnant. Silex decided to use a scalpel instead of a sledgehammer. Their proprietary"
X Link 2025-10-09T12:17Z [---] followers, [----] engagements
"$CDE JUST DROPPED A MASSIVE UPDATE ON PALMAREJO ⛏ If you are following Coeur Mining you need to read the details of todays exploration update. This isnt just "we found some rocks." This is a confirmation that their crown jewel asset is getting bigger higher-grade and more profitable. Here is the deep dive on what happened and why it matters significantly for the valuation. 👇 [--]. THE CONTEXT: AGGRESSIVE EXPANSION Coeur just wrapped up its largest drilling campaign at Palmarejo since [----]. We are talking [-----] meters of drilling with [--] rigs turning. The goal Extend mine life and find new"
X Link 2025-12-08T18:47Z [---] followers, [---] engagements
"NRC Approves 20-Year License Extensions for $CEG Illinois Fleet ⚛ The Nuclear Regulatory Commission (NRC) has officially greenlit massive life extensions for Constellation Energy locking in decades of clean baseload power for Illinois. The Details:✅ Clinton Clean Energy Center: Licensed through 2047✅ Dresden Clean Energy Center: Licensed through [----] & [----] This decision follows a rigorous safety review and solidifies the operational future of two critical assets in the US nuclear fleet. 💰 The Investment:Constellation is deploying $370 million specifically for these renewals funding"
X Link 2025-12-16T19:20Z [---] followers, [---] engagements
"The critical minerals agreement signed by President Trump and the Australian Prime Minister is set to supercharge the domestic US resource sector. Energy Fuels $UUUU isn't just positioned to benefitthey are the blueprint for this strategy. A thread. 🧵👇 1/ The Strategic Pact This agreement is a direct response to geopolitical realities aimed squarely at creating secure supply chains for minerals essential for defense and energy. The core objective: break the reliance on China by building a resilient Western mineral alliance. This is a declaration of resource independence. 2/ Why Energy Fuels"
X Link 2025-10-20T16:46Z [---] followers, 28.2K engagements
"$SOLS While many are focused on the newly spun-off Solstice Advanced Materials $SOLS for its role in AI data center cooling and next-gen refrigerants its most formidable competitive moat may be hidden in plain sight: the #nuclear energy sector. SOLS is a critical player in the nuclear While many are focused on the newly spun-off Solstice Advanced Materials $SOLS for its role in AI data center cooling and next-gen refrigerants its most formidable competitive moat may be hidden in plain sight: the #nuclear energy sector. SOLS is a critical player in the nuclear"
X Link 2026-01-03T18:19Z [---] followers, [---] engagements
"$Meta is officially entering its Atomic Era and if youre looking for the structural winner in the room keep your eyes on Centrus Energy $LEU. ⚛ The "Prometheus" AI supercluster isnt just a feat of software engineering; its a [---] GW hunger pang for reliable carbon-free baseload power. While Metas agreements with Vistra TerraPower and $Oklo are grabbing the headlines the real story is the fuel required to keep the lights on in Zuckerbergs digital universe. Here is the breakdown of why this is a massive tailwind for LEU: * The HALEU Monopoly (For Now): Next-gen reactors from TerraPower (Natrium)"
X Link 2026-01-09T11:34Z [---] followers, [----] engagements
"Big news for the American #nuclear renaissance: Centrus Energy $LEU just shifted from "demonstration mode" into a high-gear industrial powerhouse. The U.S. has spent far too long hanging out on the "Russian Cliff" relying on foreign sources for 70% of its enriched uranium. But with a full ban on Russian imports looming in [----] Centrus is making sure the lights stay onusing American tech and a lot of Tennessee steel. Heres the breakdown of the LEU expansion strategy: 🛠 The "Machine Factory" Oak Ridge Tennessee Centrus is dropping $560M+ into its Oak Ridge facility transforming it from a tech"
X Link 2026-01-26T16:58Z [---] followers, [---] engagements
"The recent price action in Sprott Physical #Uranium Trust $U.U / $SRUUF has some investors spooked with shares down 4.7% following the announcement of an updated $1.0 Billion At-the-Market (ATM) equity program.While a "sell-off" on news of potential dilution is a classic knee-jerk reaction this is actually a massive bullish signal for the uranium market. Here is why: [--]. The "Bull Market Engine" is Refueled The SPUT ATM is the primary mechanism that removes physical uranium from the spot market.The News: Sprott just gave themselves the capacity to raise $1.0B USD to buy physical U3O8. The"
X Link 2026-01-26T18:49Z [---] followers, [----] engagements
"The #Nuclear Supply Chain Checkmate: Westinghouse & Tetra Tech Canada ⚛ If you thought the nuclear renaissance was just PowerPoint slides and #uranium spot price memes look closer at the plumbing. The supply chain is getting hard-coded. Westinghouse just inked a deal with Tetra Tech Canada. Heres why this matters for the grid the GDP and the "Made-in-Canada" narrative. The Deal 🤝 Westinghouse Electric Company (WEC) and Tetra Tech Canada signed an MoU to collaborate on new nuclear builds in Ontario. The Tech: This covers the big iron (AP1000) and the new tactical SMRs (AP300). The Role: Tetra"
X Link 2026-01-28T16:18Z [---] followers, [---] engagements
"The thesis is playing out faster than expected. Since my Nov post $SOLS has broken out but the market is still pricing it primarily as an industrials/AI cooling play. They are missing the bigger picture: Spot #Uranium is breaking out (hitting $99/lb) and SOLS isn't just a participantthey are the bottleneck. As the only operating domestic UF6 converter with capacity sold out through [----] every tick higher in the nuclear fuel cycle reinforces their pricing power. The AI cooling story is the icing; the nuclear monopoly is the cake. ☢📈 https://twitter.com/i/web/status/2016571433241952702"
X Link 2026-01-28T17:57Z [---] followers, [----] engagements
"$ATI Bull Case: Validated. The "Aerospace Supercycle" just got two massive stamps of approval. ✅ Todays earnings from Honeywell $HON and Lockheed Martin $LMT provide a perfect cross-read for ATI Inc. ahead of their report next week (Feb 3). Here is the breakdown of why the setup for ATI looks stronger than ever: [--]. The Defense Signal: Lockheed Martin (LMT) 🛡 ATI is a critical supplier of titanium for the F-35 and specialty alloys for tactical missiles. LMTs report confirms the "logjam" is breaking. F-35 Unlocked: LMT delivered a record [---] jets in [----] clearing the TR-3 inventory backlog."
X Link 2026-01-29T18:32Z [---] followers, [---] engagements
"$CNQ: The "Boring" Cash Machine That Prints Money While You Sleep 🛢 Lets talk about Canadian Natural Resources. If US Shale is a high-strung sprinter running on a treadmill of constant drilling just to stay in place CNQ is the guy sitting on a lawn chair with a straw in the ground watching the dividends roll in. Heres the breakdown of why this Canadian giant is the adult in the room. 👇 [--]. The "Cash Machine" is Fully Operational 💸 CNQ hit their golden metric: Net Debt dropped below $10B. You know what that means The austerity measures are over. They are now returning 100% of Free Cash Flow"
X Link 2025-12-30T16:15Z [---] followers, [---] engagements
"🦉The "Boring" Bull Case for Cheniere Energy $LNG: A Utility in Commodity Clothing 📉➡📈 Lets be honest: #Energy infrastructure isn't exactly dinner party conversation. But while everyone is debating the next AI chip Cheniere Energy has quietly morphed from a commodity cowboy into a utility-scale cash machine. And the market is completely missing the transformation. The Narrative DisconnectThe Bear case is simple and loud: "A massive LNG supply glut is coming in [----] Gas prices will crash" The Reality: Cheniere doesn't really care. 90% of their capacity is sold on fixed-fee "take-or-pay""
X Link 2026-02-06T15:32Z [---] followers, [---] engagements
"The "Friedland Premium" Meets American #Copper Scarcity: A Look at Ivanhoe Electric $IE If you follow mining you know the rule: Robert Friedland stocks dont trade at book value. They trade on the "Friedland Premium"a mixture of track record charisma and the markets belief that he can find needle-moving assets where others just find geology bills. With Ivanhoe Electric IE that premium is currently pricing a $2.3B market cap against a pre-revenue developer. Rich Yes. Justified Let's look under the hood. [--]. The Anchor: Santa Cruz & "Made in America" Copper The thesis rests heavily on the Santa"
X Link 2026-01-12T16:03Z [---] followers, [----] engagements
"$UUUU executes the "Mine-to-Magnet" checkmate. ♟ While the rest of the critical minerals sector is busy writing "supply chain resilience" whitepapers and hoping for a government grant Energy Fuels just went shopping. The News: Energy Fuels has entered a definitive agreement to acquire Australian Strategic Materials for US$299M (A$447M). The "So What": This isn't just acquiring another hole in the ground. This is the missing link. Most western REE companies suffer from the same fatal flaw: they can mine the rock but they cant turn it into metal without sending a "u up" text to China. The New"
X Link 2026-01-21T13:00Z [---] followers, 12.8K engagements
"🦍 $CCJ Reports Strong [----] Financial Results & Strategic Progress Cameco has released its Q4 and Year-End [----] operational and financial results demonstrating significant growth across key metrics. The company reported a 110% increase in net earnings and a 26% rise in Adjusted EBITDA driven by robust #uranium market fundamentals and the successful integration of Westinghouse. Here is a detailed breakdown of the results and [----] outlook. [--]. Financial Performance Overview Cameco delivered solid financial growth in [----] benefiting from higher realized prices and disciplined cost management."
X Link 2026-02-13T12:20Z [---] followers, [---] engagements
"on the $CCJ call CEO Tim Gitzel opened with a significant disclosure: He recorded his remarks early to fly to Washington D.C. during the call. The Mission: To advance the "Definitive Agreement" for the $80 Billion partnership between Cameco Brookfield Westinghouse and the U.S. Government. The Goal: Accelerate the deployment of Westinghouse AP1000 reactors. The Status: Moving from the October "Term Sheet" to final execution. Grant Isaac (CFO) Update: The focus is on three workstreams: Identifying sites for "Two-Pack" reactor builds. Crucial: Separating "Long Lead Item" orders from site"
X Link 2026-02-13T17:33Z [---] followers, [---] engagements
"on the $CCJ call CEO Tim Gitzel opened with a significant disclosure: He recorded his remarks early to fly to Washington D.C. during the call. The Mission: To advance the "Definitive Agreement" for the $80 Billion partnership between Cameco Brookfield Westinghouse and the U.S. Government. The Goal: Accelerate the deployment of Westinghouse AP1000 reactors. The Status: Moving from the October "Term Sheet" to final execution. Grant Isaac (CFO) Update: The focus is on three workstreams: Identifying sites for "Two-Pack" reactor builds. Crucial: Separating "Long Lead Item" orders from site"
X Link 2026-02-13T17:33Z [---] followers, [---] engagements
"🦍 $CCJ Reports Strong [----] Financial Results & Strategic Progress Cameco has released its Q4 and Year-End [----] operational and financial results demonstrating significant growth across key metrics. The company reported a 110% increase in net earnings and a 26% rise in Adjusted EBITDA driven by robust #uranium market fundamentals and the successful integration of Westinghouse. Here is a detailed breakdown of the results and [----] outlook. [--]. Financial Performance Overview Cameco delivered solid financial growth in [----] benefiting from higher realized prices and disciplined cost management."
X Link 2026-02-13T12:20Z [---] followers, [---] engagements
"POWER UP: $SOLS Solstice Advanced Materials Drops Big #Nuclear Expansion News If you thought the only "Metropolis" worth talking about involved Superman think again. 🦸♂☢ Solstice Advanced Materials just announced a major power move at their Metropolis Works facility in Illinoiswhich by the way happens to be the only uranium hexafluoride (UF6) conversion facility in the entire United States. Talk about a monopoly on heavy metal. 🤘 Heres the breakdown of the news: 📈 The Big Numbers: Solstice is projecting production of over [--] kilotonnes (10 kt) of UF6 in [----]. For those keeping score at"
X Link 2026-02-11T10:31Z [---] followers, [---] engagements
"Equity markets: "Were terrified of your spending." 📉 Bond markets: "Here take $100 billion well wait until [----] for you to pay us back." 💸 $GOOGL just launched a $15B bond sale and the demand hit $100B+. Apparently credit investors are more than happy to fund the $185B "AI or bust" budget. 🤖🏗 The Quick Breakdown: The Deal: Alphabet is raising $15B across [--] parts. The Flex: Demand was 6.7x oversubscribed. People really want that 40-year paper. The "Why": Funding a massive [----] Capex ($185B) to build the data centers that will eventually host our AI overlords (or just Gemini 3). Market"
X Link 2026-02-09T17:13Z [---] followers, [---] engagements
"$GOOGL DOLLAR BOND SALE DRAWS OVER $100 BILLION OF DEMAND"
X Link 2026-02-09T17:08Z 126.1K followers, 17.9K engagements
"🦉The "Boring" Bull Case for Cheniere Energy $LNG: A Utility in Commodity Clothing 📉➡📈 Lets be honest: #Energy infrastructure isn't exactly dinner party conversation. But while everyone is debating the next AI chip Cheniere Energy has quietly morphed from a commodity cowboy into a utility-scale cash machine. And the market is completely missing the transformation. The Narrative DisconnectThe Bear case is simple and loud: "A massive LNG supply glut is coming in [----] Gas prices will crash" The Reality: Cheniere doesn't really care. 90% of their capacity is sold on fixed-fee "take-or-pay""
X Link 2026-02-06T15:32Z [---] followers, [---] engagements
"$ATI Bull Case: Validated. The "Aerospace Supercycle" just got two massive stamps of approval. ✅ Todays earnings from Honeywell $HON and Lockheed Martin $LMT provide a perfect cross-read for ATI Inc. ahead of their report next week (Feb 3). Here is the breakdown of why the setup for ATI looks stronger than ever: [--]. The Defense Signal: Lockheed Martin (LMT) 🛡 ATI is a critical supplier of titanium for the F-35 and specialty alloys for tactical missiles. LMTs report confirms the "logjam" is breaking. F-35 Unlocked: LMT delivered a record [---] jets in [----] clearing the TR-3 inventory backlog."
X Link 2026-01-29T18:32Z [---] followers, [---] engagements
"$TSLA Q4 2025: The "Fremont Pivot" and the End of the Automotive Era (As We Knew It) If you thought yesterdays earnings call was going to be about EV demand elasticity or interest rate headwinds you missed the memo. Elon didnt just report numbers; he essentially filed divorce papers with the concept of being "just a car company." Here is the breakdown of Teslas strategic pivot the financials and why your next Model S might actually be a humanoid robot. [--]. The Headline: The "Fremont Pivot" In a move that is equal parts historic and symbolic Tesla announced the conversion of the Model S and"
X Link 2026-01-29T11:17Z [---] followers, [---] engagements
"The thesis is playing out faster than expected. Since my Nov post $SOLS has broken out but the market is still pricing it primarily as an industrials/AI cooling play. They are missing the bigger picture: Spot #Uranium is breaking out (hitting $99/lb) and SOLS isn't just a participantthey are the bottleneck. As the only operating domestic UF6 converter with capacity sold out through [----] every tick higher in the nuclear fuel cycle reinforces their pricing power. The AI cooling story is the icing; the nuclear monopoly is the cake. ☢📈 https://twitter.com/i/web/status/2016571433241952702"
X Link 2026-01-28T17:57Z [---] followers, [----] engagements
"The #Nuclear Supply Chain Checkmate: Westinghouse & Tetra Tech Canada ⚛ If you thought the nuclear renaissance was just PowerPoint slides and #uranium spot price memes look closer at the plumbing. The supply chain is getting hard-coded. Westinghouse just inked a deal with Tetra Tech Canada. Heres why this matters for the grid the GDP and the "Made-in-Canada" narrative. The Deal 🤝 Westinghouse Electric Company (WEC) and Tetra Tech Canada signed an MoU to collaborate on new nuclear builds in Ontario. The Tech: This covers the big iron (AP1000) and the new tactical SMRs (AP300). The Role: Tetra"
X Link 2026-01-28T16:18Z [---] followers, [---] engagements
"Boom💥📰 Westinghouse Electric and Tetra Tech #Canada have teamed up to boost the development and deployment of AP1000 and AP300 #Nuclear reactor build projects in #Ontario⚛🏗👷🤠🐂#Uranium #RideTheNuclearWave 🌊🏄 https://aijourn.com/westinghouse-and-tetra-tech-canada-sign-agreement-for-nuclear-new-build-projects/ https://aijourn.com/westinghouse-and-tetra-tech-canada-sign-agreement-for-nuclear-new-build-projects/"
X Link 2026-01-28T15:59Z 96.5K followers, 11.2K engagements
"Indias energy sector just got a massive "software update" and its running almost entirely on atoms. ⚛#uranium The Ministry of Power has released the Draft National Electricity Policy (NEP) [----] effectively telling the [----] version "Thanks for the grid but well take it from here." This isn't just a policy tweak; its a full-throttle pivot toward a nuclear-heavy future to fuel the Viksit Bharat [----] vision. If you had "Indian Private Sector Nuclear" on your [----] bingo card congratulationscollect your winnings. Here is the breakdown of Indias nuclear ambitions and the high-stakes reality of the"
X Link 2026-01-27T17:26Z [---] followers, [---] engagements
"Indian government releases draft energy policy. Replacing coal-based captive plants with #nuclear. #uranium https://world-nuclear-news.org/articles/indian-government-releases-draft-energy-policy https://world-nuclear-news.org/articles/indian-government-releases-draft-energy-policy"
X Link 2026-01-27T17:13Z 26.2K followers, [----] engagements
"Shorting #uranium stocks yesterday wasnt just a bad trade; it was a high-speed collision with reality. If you were hoping for a "valuation cooling" or betting that the AI-nuclear hype was just a digital mirage todays price action is the markets way of saying: Thanks for the liquidity.If youre going to bet against the fuel source of the future maybe dont do it while the spot price is hitting 20-month highs and the supply chain is held together by duct tape and prayers"
X Link 2026-01-27T16:48Z [---] followers, [----] engagements
"The recent price action in Sprott Physical #Uranium Trust $U.U / $SRUUF has some investors spooked with shares down 4.7% following the announcement of an updated $1.0 Billion At-the-Market (ATM) equity program.While a "sell-off" on news of potential dilution is a classic knee-jerk reaction this is actually a massive bullish signal for the uranium market. Here is why: [--]. The "Bull Market Engine" is Refueled The SPUT ATM is the primary mechanism that removes physical uranium from the spot market.The News: Sprott just gave themselves the capacity to raise $1.0B USD to buy physical U3O8. The"
X Link 2026-01-26T18:49Z [---] followers, [----] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing