# ![@FinanceMajor_23 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1859321904794042368.png) @FinanceMajor_23 Finance Major

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

### Engagements: [-----] [#](/creator/twitter::1859321904794042368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1859321904794042368/c:line/m:interactions.svg)

- [--] Week [------] +27%
- [--] Month [-------] +112%
- [--] Months [-------] +265%
- [--] Year [-------] +41,533%

### Mentions: [--] [#](/creator/twitter::1859321904794042368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1859321904794042368/c:line/m:posts_active.svg)

- [--] Month [--] -77%
- [--] Months [---] +139%
- [--] Year [-----] +9,955%

### Followers: [-----] [#](/creator/twitter::1859321904794042368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1859321904794042368/c:line/m:followers.svg)

- [--] Week [-----] +2.20%
- [--] Month [-----] +7.40%
- [--] Months [-----] +174%
- [--] Year [-----] +8,267%

### CreatorRank: [-------] [#](/creator/twitter::1859321904794042368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1859321904794042368/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  73.02% [finance](/list/finance)  22.22% [countries](/list/countries)  3.97% [exchanges](/list/exchanges)  2.38% [technology brands](/list/technology-brands)  2.38% [financial services](/list/financial-services)  0.79%

**Social topic influence**
[$aspi](/topic/$aspi) #2, [$nne](/topic/$nne) #4, [$uuuu](/topic/$uuuu) #15, [$skbl](/topic/$skbl) #3, [$qle](/topic/$qle) #3, [in the](/topic/in-the) 8.73%, [$oklo](/topic/$oklo) #18, [fund](/topic/fund) #1304, [$nuai](/topic/$nuai) #18, [$imsr](/topic/$imsr) #2

**Top accounts mentioned or mentioned by**
[@originalrollo](/creator/undefined) [@piterloskot82](/creator/undefined) [@grindeoptions](/creator/undefined) [@coinbase](/creator/undefined) [@byronn4561](/creator/undefined) [@jasonlcapital](/creator/undefined) [@justinramsburg](/creator/undefined) [@ashton1nvests](/creator/undefined) [@betabeaker](/creator/undefined) [@nanonuclear](/creator/undefined) [@rblinkynyc](/creator/undefined) [@terryfranconia](/creator/undefined) [@hedgeye](/creator/undefined) [@bitcointeddy](/creator/undefined) [@gmenaesthetics](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@wolffinancial](/creator/undefined) [@wakerife123](/creator/undefined) [@girlybear555](/creator/undefined) [@sandy_slipper](/creator/undefined)

**Top assets mentioned**
[ASP Isotopes Inc. (ASPI)](/topic/$aspi) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Skyline Builders Group Holding Limited (SKBL)](/topic/$skbl) [Oklo Inc. (OKLO)](/topic/$oklo) [Centrus Energy Corp. (LEU)](/topic/$leu) [NuScale Power Corporation (SMR)](/topic/$smr) [Denison Mines Corp (DNN)](/topic/$dnn) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Bloom Energy Corporation (BE)](/topic/$be) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Constellation Energy Corp (CEG)](/topic/$ceg) [Cameco Corporation (CCJ)](/topic/$ccj) [Coinbase Global Inc. (COIN)](/topic/coinbase) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$DNN Valuation and Forecast Updates Report sent to clients and substack. Full report attached below. Raising PT on $DNN with recent DOE news surrounding uranium. Full Report: https://open.substack.com/pub/seqhcapital/p/denison-mines-valuation-report-andr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/denison-mines-valuation-report-andr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FinanceMajor_23/status/2012960178430468329)  2026-01-18T18:48Z [----] followers, [---] engagements


"Will be releasing scenario reports on a majority of our nuclear watchlist over the next few weeks. Important to understand HOW catalysts will affect business ops and price. $ASPI and $NNE this weekend we wanted to start with our most bullish outlook companies. Tomorrow's $ASPI Quantitative Scenario Analysis Release includes four major (custom) models: - Monte Carlo simulation (10000 paths 18-month projection) - Multi-scenario DCF and revenue projections (Conservative Base Bull SEQH Target) - $QLE spinoff valuation modeling https://t.co/36bXmptk7l Tomorrow's $ASPI Quantitative Scenario"  
[X Link](https://x.com/FinanceMajor_23/status/2015127081798300039)  2026-01-24T18:18Z [----] followers, [----] engagements


"If you missed highly advanced $ASPI scenario analysis released last night. Our models take a conservative approach creating an attainable base case. Base projects revenue growing from $8.4 million (TTM) to $87.9 million by [----]. Operating margins turning positive in 2028"  
[X Link](https://x.com/FinanceMajor_23/status/2015497145332506712)  2026-01-25T18:49Z [----] followers, [----] engagements


"The most intriguing angle to $ASPI is the HALEU enrichment side of the company. $QLE slated for IPO in the near future could revenues surpass $50m by [----] absolutely. We expect far greater our base case. Below some snips from our most recent $ASPI scenario analysis"  
[X Link](https://x.com/FinanceMajor_23/status/2015940315434058115)  2026-01-27T00:10Z [----] followers, [----] engagements


"Our goal for the SEQH Model Nuclear Fund. Prove our model our team and our system. 40% YTD not too shabby trick is to continue growth and maintain. $ASPI $NNE $NUAI are our core growth with $CEG $BWXT securing the port"  
[X Link](https://x.com/FinanceMajor_23/status/2016307484827201809)  2026-01-28T00:29Z [----] followers, [----] engagements


"@JasonL_Capital $ASPI"  
[X Link](https://x.com/FinanceMajor_23/status/2016461401930285229)  2026-01-28T10:40Z [----] followers, [----] engagements


"$ASPI heading higher *DEPARTMENT OF ENERGY TO ANNOUNCE NEW INITIATIVE TO BUILD OUT U.S. NUCLEAR FUEL SUPPLY CHAIN TODAY $LEU $CCJ $UUUU *DEPARTMENT OF ENERGY TO ANNOUNCE NEW INITIATIVE TO BUILD OUT U.S. NUCLEAR FUEL SUPPLY CHAIN TODAY $LEU $CCJ $UUUU"  
[X Link](https://x.com/FinanceMajor_23/status/2016557984067805222)  2026-01-28T17:04Z [----] followers, [----] engagements


"Daily Nuclear & Uranium Market Recap DOE sparked a short rally mid-day $ASPI a modest gain today $LEU with a 10% run today as well. Full report 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/NfnUAc5QBW https://t.co/JtI3X44jt9 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/NfnUAc5QBW https://t.co/JtI3X44jt9"  
[X Link](https://x.com/FinanceMajor_23/status/2016652303424524799)  2026-01-28T23:19Z [----] followers, [----] engagements


"Nuclear watchlist mixed today $ASPI was up roughly 2% into close with 5% mid-day. $DNN $OKLO $BE $EU leading the pack uranium names spiked after DOE announcement. Overall strong price action strong sentiment bullish trend. Just the beginning"  
[X Link](https://x.com/FinanceMajor_23/status/2016665846198972516)  2026-01-29T00:13Z [----] followers, [----] engagements


"@piterloskot82 It was always long $ASPI"  
[X Link](https://x.com/FinanceMajor_23/status/2016858328194761114)  2026-01-29T12:57Z [----] followers, [---] engagements


"$ASPI Renergen Updates Released Our full impact report this evening. Good to see end of month promise held as well"  
[X Link](https://x.com/FinanceMajor_23/status/2016862247784423873)  2026-01-29T13:13Z [----] followers, [----] engagements


"Daily Nuclear & Uranium Market Recap Tough day across the board fund names took a huge hit. $ASPI and $UUUU get the worst of it. Overall these losses are attributed to macro price action thesis still strong. Report Below 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DML2S4R53n https://t.co/N03xGcBk8Y Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DML2S4R53n https://t.co/N03xGcBk8Y"  
[X Link](https://x.com/FinanceMajor_23/status/2017015479013900696)  2026-01-29T23:22Z [----] followers, [----] engagements


"$ASPI Renergen updates today were a breath of fresh air meeting the promise of an announcement was a positive. Gets us excited for $QLE updates in the near future. The potential for revenue from $QLE is massive. $QLE with potential to dominate the HALEU market. The most intriguing angle to $ASPI is the HALEU enrichment side of the company. $QLE slated for IPO in the near future could revenues surpass $50m by [----] absolutely. We expect far greater our base case. Below some snips from our most recent $ASPI scenario analysis. https://t.co/9llu8KAzGb The most intriguing angle to $ASPI is the"  
[X Link](https://x.com/FinanceMajor_23/status/2017025969278828560)  2026-01-30T00:04Z [----] followers, [----] engagements


"$ASPI Renergen Update Impact Report sent to clients and Substack. Substack link below along with link to full PDF report from our firm. Really good news. 👇👇 $ASPI Renergen Update Impact Report How Renergen progress is impacting $ASPI Full Release: https://t.co/UoueIXqtAy https://t.co/uuCllCvJpH $ASPI Renergen Update Impact Report How Renergen progress is impacting $ASPI Full Release: https://t.co/UoueIXqtAy https://t.co/uuCllCvJpH"  
[X Link](https://x.com/FinanceMajor_23/status/2017039163598492071)  2026-01-30T00:56Z [----] followers, [---] engagements


"From our $ASPI Renergen Update report released last night. We see base-line $20m of revenue generated in [----] from Renergen we expect higher. Full report on the release here: https://seqhcapital.substack.com/p/aspi-renergen-update-and-impact-reportr=6fj5a0 https://seqhcapital.substack.com/p/aspi-renergen-update-and-impact-reportr=6fj5a0"  
[X Link](https://x.com/FinanceMajor_23/status/2017388860540399687)  2026-01-31T00:06Z [----] followers, [----] engagements


"Notable Nuclear Price Action report sent to clients and Substack. Free report for all $NXE $ASPI $LEU all mentioned. Tough week. Full report below 👇👇 Notable Nuclear Weekly Price Action FREE Report Available to all. Report: https://t.co/TRthv7dOeu https://t.co/jGquaOedEb Notable Nuclear Weekly Price Action FREE Report Available to all. Report: https://t.co/TRthv7dOeu https://t.co/jGquaOedEb"  
[X Link](https://x.com/FinanceMajor_23/status/2017675274930774231)  2026-01-31T19:04Z [----] followers, [---] engagements


"24% YTD after a very tough macro week. Thesis still remains for all holdings some analytical points have changed overall no moves. $ASPI $UUUU we expect a bounceback week upcoming. $ASPI Renergen updates were excellent selloff was not caused by company operation. Our goal for the SEQH Model Nuclear Fund. Prove our model our team and our system. 40% YTD not too shabby trick is to continue growth and maintain. $ASPI $NNE $NUAI are our core growth with $CEG $BWXT securing the port. https://t.co/e1G2FfubtL Our goal for the SEQH Model Nuclear Fund. Prove our model our team and our system. 40% YTD"  
[X Link](https://x.com/FinanceMajor_23/status/2017693869895213060)  2026-01-31T20:18Z [----] followers, [----] engagements


"$NNE Ameresco MOU Report and Forecast sent to clients and Substack. Very strategic advance by $NNE. Full report is below. 👇 $NNE Ameresco MOU Report and Forecast Update Full Release: https://t.co/sF91k7TG4D https://t.co/HiddpM1KI0 $NNE Ameresco MOU Report and Forecast Update Full Release: https://t.co/sF91k7TG4D https://t.co/HiddpM1KI0"  
[X Link](https://x.com/FinanceMajor_23/status/2017737484453462479)  2026-01-31T23:11Z [----] followers, [---] engagements


"Model Fund Analysis Report coming this evening from last weeks price action. YTD return dropped to 23% from 40%. $ASPI $NUAI still leading the pack in a great spot here. Full Analysis tonight: http://seqhcapital.substack.com http://seqhcapital.substack.com"  
[X Link](https://x.com/FinanceMajor_23/status/2018010211223568729)  2026-02-01T17:15Z [----] followers, [---] engagements


"Quick weekend reading sent to all clients and Substack. Free to read and enjoy touching on nuclear for the upcoming week. Watching $ASPI $NNE $IMSR $LEU $UUUU very closely next week. Full read 👇👇 Weekend Reading Full Release: https://t.co/zlAJRqXTx5 https://t.co/gYsr6kAVKn Weekend Reading Full Release: https://t.co/zlAJRqXTx5 https://t.co/gYsr6kAVKn"  
[X Link](https://x.com/FinanceMajor_23/status/2018023404729667782)  2026-02-01T18:07Z [----] followers, [---] engagements


"@GrindeOptions $ASPI $NNE $IMSR"  
[X Link](https://x.com/FinanceMajor_23/status/2018065445325094963)  2026-02-01T20:54Z [----] followers, [---] engagements


"Another really interesting pull from our $ASPI Quantitative Scenario Analysis Report last week. Riskreward skew: for every [--] turn of downside in our bear [----] case (1.49) base [-----] and bull [-----] offer +6.01 to +12.01 per share. Thats a convexity profile you rarely see in listed nuclear fuel equities. Something to keep in mind as we go forward in [----]. https://twitter.com/i/web/status/2018102311512617012 https://twitter.com/i/web/status/2018102311512617012"  
[X Link](https://x.com/FinanceMajor_23/status/2018102311512617012)  2026-02-01T23:21Z [----] followers, [----] engagements


"@justin_ramsburg They havent disclosed and your guess is as good as mine but Id guess .5 shares $QLE for every $ASPI share. Just a guess"  
[X Link](https://x.com/FinanceMajor_23/status/2018105569463165028)  2026-02-01T23:33Z [----] followers, [---] engagements


"@Ashton_1nvests $ASPI"  
[X Link](https://x.com/FinanceMajor_23/status/2018163674486116572)  2026-02-02T03:24Z [----] followers, [---] engagements


"Daily Nuclear & Uranium Market Recap sent to clients and Substack. $ASPI another tough day accumulating. Majority of nuclear watchlist red. Full recap 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Q2eluiBmOE https://t.co/riRESyksk6 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Q2eluiBmOE https://t.co/riRESyksk6"  
[X Link](https://x.com/FinanceMajor_23/status/2018460467866554739)  2026-02-02T23:04Z [----] followers, [---] engagements


"$NNE Thoughts around positioning. Our fivescenario framework (Bear Super Bull) outputs a 58.45/share expected value built from discrete targets of [--] [--] [--] [--] and [--]. Bull + Super Bull scenarios alone carry 40% combined probability and anchor the upside skew. Understanding the opportunity for $NNE even capturing such a small % of the overall SMR market. Sector math: SMR/microreactor market forecast 16B by [----]. If $NNE captures even lowsingledigit % of that TAM with ZEUS/ODIN the revenue line implied by todays 800900M EV https://t.co/6EERahAs5S Understanding the opportunity for $NNE even"  
[X Link](https://x.com/FinanceMajor_23/status/2018483573687271797)  2026-02-03T00:36Z [----] followers, [---] engagements


"Daily Nuclear & Uranium Market Recap sent to clients and substack. Nice bounce day for $ASPI $NNE $UUUU among others. Report available to all for free. Access Below: 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/ToUqqoMu4U https://t.co/dFjtLZFeeM Daily Nuclear & Uranium Market Recap Full Release: https://t.co/ToUqqoMu4U https://t.co/dFjtLZFeeM"  
[X Link](https://x.com/FinanceMajor_23/status/2018826295388569728)  2026-02-03T23:17Z [----] followers, [----] engagements


"Another long day for the Nuclear & Uranium Model fund still positive YTD. This is where conviction is tested. Still macro factors creating this price action rather than business operation. $ASPI $NUAI $UUUU taking a hit. Liking $SKBL as the hedge option"  
[X Link](https://x.com/FinanceMajor_23/status/2019194004865233300)  2026-02-04T23:39Z [----] followers, [----] engagements


"$BE reported some strong earnings yesterday Revenue up 37% Cash flow positive at $113.9m Q4 revenue up 36% YoY Worth a look if you haven't yet. Our full report coming this weekend: http://seqhcapital.substack.com http://seqhcapital.substack.com"  
[X Link](https://x.com/FinanceMajor_23/status/2019766527483150349)  2026-02-06T13:34Z [----] followers, [---] engagements


"Weekly Private Equity Edition sent to clients and Substack. Full report below 👇👇 Weekly Private Equity Edition Full Release: https://t.co/FzmMoZ4JoM https://t.co/xofplF6LYJ Weekly Private Equity Edition Full Release: https://t.co/FzmMoZ4JoM https://t.co/xofplF6LYJ"  
[X Link](https://x.com/FinanceMajor_23/status/2019941036177424419)  2026-02-07T01:07Z [----] followers, [---] engagements


"@coinbase correct"  
[X Link](https://x.com/FinanceMajor_23/status/2020179530711773663)  2026-02-07T16:55Z [----] followers, [--] engagements


"$BE earnings report coming later this afternoon. Some impressive revenue jumps resulting in $BE up around 13% at yesterday's open. Our forecast attached to this report as well"  
[X Link](https://x.com/FinanceMajor_23/status/2020180721936339456)  2026-02-07T16:59Z [----] followers, [---] engagements


"📈 DEMAND ACCELERATION Current reactor demand: [-----] tU/year (2024) New reactors coming online 2025-2028: China: [--] reactors (+18000 tU/yr demand) India: [--] reactors (+6500 tU/yr) Russia: [--] reactors (+2500 tU/yr) Other: [--] reactors (+5000 tU/yr) Total new demand by 2028: +32000 tU/yr But mine supply Growing at just 3000-5000 tU/yr annually"  
[X Link](https://x.com/FinanceMajor_23/status/2020300337429495912)  2026-02-08T00:55Z [----] followers, [--] engagements


"⚠ THE DEFICIT PROJECTION 2024: Balanced (65000 tU supply = [-----] tU demand) 2025: [-----] tU deficit (using secondary inventories) 2026: [------] tU deficit 2027: [------] tU deficit 2028: [------] tU deficit Cumulative 2025-2028: [-----] tU shortfall (200M lbs U3O8) This is the largest structural deficit in nuclear history. Attach: Hand-drawn deficit chart or use data from UxC/Sprott https://twitter.com/i/web/status/2020300338864009355 https://twitter.com/i/web/status/2020300338864009355"  
[X Link](https://x.com/FinanceMajor_23/status/2020300338864009355)  2026-02-08T00:55Z [----] followers, [--] engagements


"📊 INVENTORY COVERAGE RATIOS Utility uranium inventories: 2010: [---] years of forward coverage 2020: [---] years of coverage 2024: [---] years of coverage [----] projection: [---] years (minimum operating level) Producers are also tapped out: Cameco: Inventories down 40% since [----] Kazatomprom: Forward sold through [----] Sprott U.UN: Holding 65M lbs (off the market) There is no buffer left. https://twitter.com/i/web/status/2020300340705272275 https://twitter.com/i/web/status/2020300340705272275"  
[X Link](https://x.com/FinanceMajor_23/status/2020300340705272275)  2026-02-08T00:55Z [----] followers, [--] engagements


"🏭 WHY SUPPLY CAN'T RESPOND You'd think high prices = new production right Wrong. Here's why: New mines take 10-15 years to permit & build Existing restarts (McArthur River Cigar Lake) add just [-----] tU/yr Kazakhstan production cuts: -10% output in [----] due to sulfuric acid shortages Niger coup impact: [-----] tU/yr offline (Orano operations) Even at $100/lb supply response is 5+ years away. https://twitter.com/i/web/status/2020300342852772087 https://twitter.com/i/web/status/2020300342852772087"  
[X Link](https://x.com/FinanceMajor_23/status/2020300342852772087)  2026-02-08T00:55Z [----] followers, [--] engagements


"Happy Super Bowl Sunday A couple research releases today: - SMR/MMR Reactor Types Analysis Report - Weekly Model Fund Analysis Report Lert's enjoy the day"  
[X Link](https://x.com/FinanceMajor_23/status/2020509312787829239)  2026-02-08T14:45Z [----] followers, [---] engagements


"@Beta_Beaker Time to take advantage"  
[X Link](https://x.com/FinanceMajor_23/status/2021409226351079511)  2026-02-11T02:21Z [----] followers, [--] engagements


"Daily Nuclear & Uranium Market Recap sent to clients and Substack. Better day $ASPI essentially gave back all gains into close $NNE same. $SPY also gave back all gains into close. Full recap below 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DP95nJ7UTt https://t.co/rMQ7Hjfanr Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DP95nJ7UTt https://t.co/rMQ7Hjfanr"  
[X Link](https://x.com/FinanceMajor_23/status/2022444614335238385)  2026-02-13T22:55Z [----] followers, [---] engagements


"Currently our highest conviction SMR related company $NNE. We've developed a visual to help understand their business structure below. Only thing not mentioned is LIS Technologies which will be reported on more in depth in the coming weeks"  
[X Link](https://x.com/FinanceMajor_23/status/2017652346675679570)  2026-01-31T17:33Z [----] followers, [----] engagements


"Understanding the actual business structure of $NNE is critical to determining a thesis. Understand how they're building what they're trying to accomplish. Most interesting aspect will be space. Scenario Analysis: https://seqhcapital.substack.com/p/nano-nuclear-energy-nne-quantitativer=6fj5a0 Currently our highest conviction SMR related company $NNE. We've developed a visual to help understand their business structure below. Only thing not mentioned is LIS Technologies which will be reported on more in depth in the coming weeks. https://t.co/fe7nlURQM7"  
[X Link](https://x.com/FinanceMajor_23/status/2018043926674911481)  2026-02-01T19:29Z [----] followers, [---] engagements


"Understanding the opportunity for $NNE even capturing such a small % of the overall SMR market. Sector math: SMR/microreactor market forecast 16B by [----]. If $NNE captures even lowsingledigit % of that TAM with ZEUS/ODIN the revenue line implied by todays 800900M EV looks conservative. Super Bull actually seems conservative when you understand this. https://twitter.com/i/web/status/2018118165750743225 https://twitter.com/i/web/status/2018118165750743225"  
[X Link](https://x.com/FinanceMajor_23/status/2018118165750743225)  2026-02-02T00:24Z [----] followers, [---] engagements


"Was listening to $NNE @nano_nuclear CEO Jay Yu on the Shawn Ryan Show today. Just a fantastic individual and it won't be a surprise to see the success of $NNE. It's a treat knowing the work ethic behind this company. Currently our highest conviction SMR related company $NNE. We've developed a visual to help understand their business structure below. Only thing not mentioned is LIS Technologies which will be reported on more in depth in the coming weeks. https://t.co/fe7nlURQM7 Currently our highest conviction SMR related company $NNE. We've developed a visual to help understand their business"  
[X Link](https://x.com/FinanceMajor_23/status/2018501441292206110)  2026-02-03T01:47Z [----] followers, [---] engagements


"Quick visual we threw together for our Model Nuclear & Uranium Fund at our firm. Holdings currently include $ASPI $NNE $NXE $UUUU and a few others. Reporting weekly most recent found here: Join and follow every move and analysis around each holding. https://seqhcapital.substack.com/p/weekly-model-nuclear-fund-updater=6fj5a0 https://seqhcapital.substack.com/p/weekly-model-nuclear-fund-updater=6fj5a0"  
[X Link](https://x.com/FinanceMajor_23/status/2019204826018828727)  2026-02-05T00:22Z [----] followers, [---] engagements


"Daily Nuclear & Uranium Market Recap sent to clients and Substack. Nice bounce day for our nuclear watchlist and model fund. $ASPI $NNE $OKLO $SMR all with strong bounces. Full release below 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Vgi97TuGKi https://t.co/Pqtn37e88s Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Vgi97TuGKi https://t.co/Pqtn37e88s"  
[X Link](https://x.com/FinanceMajor_23/status/2019914810130080054)  2026-02-06T23:23Z [----] followers, [---] engagements


"Happy with the bounce today needs to hold through next week as well. $ASPI up 12% along with $NNE and $OKLO in the same range. $SMR impressive 18% bounce. Notable is $SKBL didn't take as large a hit still even today"  
[X Link](https://x.com/FinanceMajor_23/status/2019925575524315148)  2026-02-07T00:06Z [----] followers, [---] engagements


"Top movers from last week report sent to clients and Substack. Our free Saturday release. $ASPI $NNE $DNN included with forecasting. Full report below 👇👇 Top Movers From Last Week Report Free for all to enjoy. Full Release: https://t.co/5bxlqkP6pC https://t.co/JdqErZ9koi Top Movers From Last Week Report Free for all to enjoy. Full Release: https://t.co/5bxlqkP6pC https://t.co/JdqErZ9koi"  
[X Link](https://x.com/FinanceMajor_23/status/2020190232147361963)  2026-02-07T17:37Z [----] followers, [---] engagements


"$BE Earnings Report and Forecast sent to clients and Substack. Very strong report Full report below 👇👇 Bloom Energy $BE Earnings Report and Forecast Full Release: https://t.co/Gklj23u48H https://t.co/nvIbDJ8fxg Bloom Energy $BE Earnings Report and Forecast Full Release: https://t.co/Gklj23u48H https://t.co/nvIbDJ8fxg"  
[X Link](https://x.com/FinanceMajor_23/status/2020220104244383849)  2026-02-07T19:36Z [----] followers, [---] engagements


"MMR/SMR Reactor Comparison Report sent to clients and Substack. Understanding how these reactors work is crucial to forming an investment thesis. $OKLO $SMR $NNE and how they affect $ASPI $IMSR type companies. Full report 👇 MMR/SMR Reactor Comparison Report Full Release: https://t.co/KxevhAJEFL https://t.co/BOM6Q8FJ6d MMR/SMR Reactor Comparison Report Full Release: https://t.co/KxevhAJEFL https://t.co/BOM6Q8FJ6d"  
[X Link](https://x.com/FinanceMajor_23/status/2020569523418444277)  2026-02-08T18:44Z [----] followers, [---] engagements


"Circling back to our reactor types report last night. Nice visual here to aid the report note $RYCEY $SMR $OKLO and TerraPower which has an agreement with $ASPI. Note other HALEU operators which could be potential targets for $ASPI as well"  
[X Link](https://x.com/FinanceMajor_23/status/2020871055574028365)  2026-02-09T14:43Z [----] followers, [----] engagements


"Nice visual here on how exactly these nuclear reactors work. Where does the energy actually come from Think of $NNE $OKLO $SMR $BWXT $ASPI $IMSR and seeing where they fit in the process. Our reactor report yesterday: https://seqhcapital.substack.com/p/mmrsmr-reactor-comparison-reportr=6fj5a0 https://seqhcapital.substack.com/p/mmrsmr-reactor-comparison-reportr=6fj5a0"  
[X Link](https://x.com/FinanceMajor_23/status/2021006950910279784)  2026-02-09T23:43Z [----] followers, [---] engagements


"@OriginalRollo Sorry just getting to this. Yea nothing disclosed yet personal educated guess. Somewhere between .25 and .5 shares per $ASPI share. Could be less"  
[X Link](https://x.com/FinanceMajor_23/status/2021195705520476347)  2026-02-10T12:13Z [----] followers, [---] engagements


"$NNE Q1 Business Update call announced for Feb [--]. We will be ready"  
[X Link](https://x.com/FinanceMajor_23/status/2021221502767526261)  2026-02-10T13:55Z [----] followers, [---] engagements


"Red day for the model fund $ASPI $UUUU and $NNE hit the hardest. $SKBL $NUAI hardly red essentially flat. Still no change to the thesis or the model find positions. Full Report on the day below 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/NuYdhixbzo https://t.co/eoYd7eoPD1 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/NuYdhixbzo https://t.co/eoYd7eoPD1"  
[X Link](https://x.com/FinanceMajor_23/status/2021361995321380964)  2026-02-10T23:13Z [----] followers, [---] engagements


"Wanted to touch a bit more in depth on $NNE specific reactor type as they currently are working on [--]. Quick visual below full report on each reactor coming later this week. Research volume picking up significantly into earnings for our full watchlist"  
[X Link](https://x.com/FinanceMajor_23/status/2021368835459461213)  2026-02-10T23:41Z [----] followers, [---] engagements


"@RBlinkyNYC @coinbase Love the look. Use mine often"  
[X Link](https://x.com/FinanceMajor_23/status/2021369001444602118)  2026-02-10T23:41Z [----] followers, [--] engagements


"$NNE Reactor Portfolio Analysis sent to clients and Substack. Report into the three reactor portfolio $NNE is currently building. Full report below 👇 $NNE Reactor Portfolio Analysis Full Release: https://t.co/5sWVcNopYz https://t.co/x8YIWqP0eQ $NNE Reactor Portfolio Analysis Full Release: https://t.co/5sWVcNopYz https://t.co/x8YIWqP0eQ"  
[X Link](https://x.com/FinanceMajor_23/status/2021749975546294627)  2026-02-12T00:55Z [----] followers, [---] engagements


"Major report this weekend is $NNE and their MOU with Ameresco. Announced earlier in January this will be a massive partnership and a great move for $NNE. - Provides direct access to $5.1B federal project backlog - Validates $NNE technology through proven EPC partner - Creates clear path to $337.5M revenue by [----] - Positions $NNE ideally in $57B TAM market Full report tomorrow: http://seqhcapital.substack.com http://seqhcapital.substack.com"  
[X Link](https://x.com/FinanceMajor_23/status/2017412264588882130)  2026-01-31T01:39Z [----] followers, [---] engagements


"$NXE Scenario Analysis Report sent to clients and Substack. Continuing with forecasts for our model fund holdings. $NXE will prove to be a major player. Full report below 👇👇 $NXE Quantitative Scenario Analysis Full Release: https://t.co/KIJVuOjwfg https://t.co/sUkOaTYbRS $NXE Quantitative Scenario Analysis Full Release: https://t.co/KIJVuOjwfg https://t.co/sUkOaTYbRS"  
[X Link](https://x.com/FinanceMajor_23/status/2019214844033974347)  2026-02-05T01:01Z [----] followers, [---] engagements


"💰 THE PRICE MECHANISM Historical incentive price for new production: $60-70/lb Current spot: $80/lb But the *marginal cost* of new supply (greenfield projects): Arrow (NexGen): Requires $75-80/lb to justify capex Rook (Skyharbour): Requires $70-75/lb Other explorers: All need $70+/lb Long-term contract prices: $65-75/lb (lagging spot) Utilities need to restock at $80+ $100+ or blackouts. https://twitter.com/i/web/status/2020300345046347829 https://twitter.com/i/web/status/2020300345046347829"  
[X Link](https://x.com/FinanceMajor_23/status/2020300345046347829)  2026-02-08T00:55Z [----] followers, [--] engagements


"🎯 THE PLAY The math is simple: Supply: Stagnant at best through [----] Demand: Growing 4-5% CAGR Deficit: 50M+ lbs by [----] Buffer: Being consumed NOW This is a 1990s-style uranium bull market setup. Tickers we're watching directly connected: $CCJ (Cameco) - only large-scale producer $NXE (NexGen) - best undeveloped deposit $SRUUF (Sprott) - physical uranium exposure $URG $UUUU - U.S. restart stories This is commodity supply/demand [---]. https://twitter.com/i/web/status/2020300346799636734 https://twitter.com/i/web/status/2020300346799636734"  
[X Link](https://x.com/FinanceMajor_23/status/2020300346799636734)  2026-02-08T00:55Z [----] followers, [---] engagements


"Top names our institutional clients have inquired about as of late: - Nano Nuclear Energy $NNE - ASP Isotopes $ASPI - LIS Technologies - Hadron Energy $GIG I'd say more inquiries about private nuclear than public. More private nuclear company reports to come"  
[X Link](https://x.com/FinanceMajor_23/status/2021731223282778205)  2026-02-11T23:41Z [----] followers, [----] engagements


"Research being published this week: $ASPI Relationship Analysis to $QLE and $SKBL LIS technologies Inc. Discovery Report $NUAI Scenario Analysis $NNE Ameresco Highlight Analysis Big week January flew by big deadlines coming quick. Access here: http://seqhcapital.substack.com http://seqhcapital.substack.com"  
[X Link](https://x.com/FinanceMajor_23/status/2016532941577261080)  2026-01-28T15:24Z [----] followers, [---] engagements


"A name coming across our desk a lot lately $IMSR Thinking we see some addition DOE finding on top of what they've already received. A diamond in the rough"  
[X Link](https://x.com/FinanceMajor_23/status/2020299791054393627)  2026-02-08T00:53Z [----] followers, [----] engagements


"Circling back to $ASPI today in the office. As we note in our most recent report. The planned spinoff and IPO of Quantum Leap Energy is the central valueunlocking catalyst in our thesis. $QLE revenue of [--] million dollars by [----] valued at 25x revenue implies a [----] billion dollar standalone valuation. This scenario points to roughly 70% upside in combined shareholder value versus $ASPI current market cap. https://twitter.com/i/web/status/2020581900222611570 https://twitter.com/i/web/status/2020581900222611570"  
[X Link](https://x.com/FinanceMajor_23/status/2020581900222611570)  2026-02-08T19:34Z [----] followers, [----] engagements


"Weekly Model Nuclear Fund Analysis sent to clients and Substack. Tough week for nuclear and uranium tickers. Our fund was not immune. $SKBL held up well. $ASPI $NNE $UUUU took a beating Friday bounce was strong. Full report below 👇👇 Weekly Model Fund Analysis Report Full Release: https://t.co/tXzgYdFktW https://t.co/wgnNjjVSd4 Weekly Model Fund Analysis Report Full Release: https://t.co/tXzgYdFktW https://t.co/wgnNjjVSd4"  
[X Link](https://x.com/FinanceMajor_23/status/2020620107136000035)  2026-02-08T22:05Z [----] followers, [---] engagements


"$SKBL Quantitative Scenario Analysis sent to clients and substack. Extra emphasis here on relationship with $ASPI updated price targets on $SKBL as well. Phenomenal critical minerals option to go with $ASPI holding. Full release 👇👇 $SKBL Quantitative Scenario Analysis Full Report: https://t.co/XVEet53ija https://t.co/uqiQ3Zf1E5 $SKBL Quantitative Scenario Analysis Full Report: https://t.co/XVEet53ija https://t.co/uqiQ3Zf1E5"  
[X Link](https://x.com/FinanceMajor_23/status/2021025722215588009)  2026-02-10T00:57Z [----] followers, [----] engagements


"Yea their seawater extraction model changes the traditional capex/opex calculus significantly especially when you layer in the DOE LPO financing angle. Uranium price floor only amplifies the upside. The $ASPI relationship is the connective tissue between $QLE enrichment tech and SuperCritical's extraction you're looking at a vertically integrated domestic fuel cycle thesis. Super exciting. https://twitter.com/i/web/status/2021364540965892534 https://twitter.com/i/web/status/2021364540965892534"  
[X Link](https://x.com/FinanceMajor_23/status/2021364540965892534)  2026-02-10T23:23Z [----] followers, [---] engagements


"$COIN Looks like earnings are a sell event cant move any crypto within the app tough day for $COIN holders today"  
[X Link](https://x.com/FinanceMajor_23/status/2022056339317698993)  2026-02-12T21:12Z [----] followers, [---] engagements


"Daily Nuclear & Uranium Market Recap sent to clients and Substack. Another tough one $ASPI $UUUU $NNE $DNN $NXE all red on essentially no news. Thesis stands. Full recap below 👇👇 Daily Nuclear & Uranium Market Recap sent to clients and substack. Full Release: https://t.co/6ecjfwXKuM https://t.co/ssK6Cz9XdT Daily Nuclear & Uranium Market Recap sent to clients and substack. Full Release: https://t.co/6ecjfwXKuM https://t.co/ssK6Cz9XdT"  
[X Link](https://x.com/FinanceMajor_23/status/2022080953271955599)  2026-02-12T22:50Z [----] followers, [---] engagements


"Majority of the team spending the day working on a new terminal application we are launching this spring. Initial market thoughts $ASPI $NNE $IMSR $OKLO just not much juice having a really tough time staying green. These names need time. $SKBL pretty good beatdown over the course of the week picking up some shares not a bad idea here. IMO https://twitter.com/i/web/status/2022326072470012095 https://twitter.com/i/web/status/2022326072470012095"  
[X Link](https://x.com/FinanceMajor_23/status/2022326072470012095)  2026-02-13T15:04Z [----] followers, [---] engagements


"@TerryFranconia Wild feel like sports betting is growing by the minute"  
[X Link](https://x.com/FinanceMajor_23/status/2022415811961651463)  2026-02-13T21:01Z [----] followers, [----] engagements


"Top [--] Reactor Developers to Watch in [----] Sent this out to our client list early this week. $SMR $NNE $OKLO $IMSR Would add $LTBR Whitepaper: Top [--] Reactor Developers to Watch in [----] Full Release: https://t.co/HVgwDzSzv1 https://t.co/FV60BlHUdp Whitepaper: Top [--] Reactor Developers to Watch in [----] Full Release: https://t.co/HVgwDzSzv1 https://t.co/FV60BlHUdp"  
[X Link](https://x.com/FinanceMajor_23/status/2022475747781423164)  2026-02-14T00:59Z [----] followers, [---] engagements


"Daily Nuclear & Uranium Market Recap sent to clients and substack. Watchlist ended the day mostly green after a tough start. $ASPI closed up 2% $UUUU up roughly 3% along with $DNN and $NXE. $SKBL down almost 9% expected after holding so well last week. Full Release 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/YqFusq9CRc https://t.co/Cnup8CEf3D Daily Nuclear & Uranium Market Recap Full Release: https://t.co/YqFusq9CRc https://t.co/Cnup8CEf3D"  
[X Link](https://x.com/FinanceMajor_23/status/2021724226118390265)  2026-02-11T23:13Z [----] followers, [---] engagements


"Morning numbers for the Model Nuclear Fund. $UUUU and $ASPI decent early deadlines upcoming for $QLE should be interesting PA for both $ASPI and $SKBL Our full report coming tonight on $LEU earnings and resulting price action"  
[X Link](https://x.com/FinanceMajor_23/status/2021928835562852553)  2026-02-12T12:46Z [----] followers, [---] engagements


"Most analysts run a simple DCF on uranium production. That misses the point entirely. $UUUU has three distinct value engines each with asymmetric upside. We value each segment independently risk-weight the optionality and sum the parts"  
[X Link](https://x.com/FinanceMajor_23/status/2021941937792856452)  2026-02-12T13:38Z [----] followers, [--] engagements


"$UUUU produced 1M+ lbs of finished U3O8 in [----] beating guidance by 11%. Mining rate is now 2M lbs/yr from Pinyon Plain and La Sal expected to hold through [----]. The company has signed new long-term contracts projecting 780K880K lbs in deliveries for [----] with additional spot and term sales on top. https://twitter.com/i/web/status/2021941939453514036 https://twitter.com/i/web/status/2021941939453514036"  
[X Link](https://x.com/FinanceMajor_23/status/2021941939453514036)  2026-02-12T13:38Z [----] followers, [--] engagements


"Segment [--] - Strategic Asset Base $215M working capital zero debt 1.31M lbs U3O8 inventory = $117M at spot 905K lbs V2O5 inventory Medical isotope pipeline (Ra-226/228) early stage option value National security moat: only vertically integrated U.S. uranium + REE producer Strategic Assets = $614M"  
[X Link](https://x.com/FinanceMajor_23/status/2021941949083558390)  2026-02-12T13:38Z [----] followers, [--] engagements


"At full mine portfolio capacity (5M lbs) and $120+ uranium which the structural deficit supports you're looking at $33+ NAV/share or 50% upside"  
[X Link](https://x.com/FinanceMajor_23/status/2021941950669099012)  2026-02-12T13:38Z [----] followers, [--] engagements


"Key Catalysts Uranium spot sustained $100/lb on structural deficit + AI power demand Q4 [----] commercial Dy/Tb production first U.S. heavy REE output in years [--------] long-term contract deliveries ramping Phase [--] REE circuit 45% of U.S. demand by [----] Zero debt balance sheet = patient capital for scaling https://twitter.com/i/web/status/2021941952598491367 https://twitter.com/i/web/status/2021941952598491367"  
[X Link](https://x.com/FinanceMajor_23/status/2021941952598491367)  2026-02-12T13:38Z [----] followers, [--] engagements


"$UUUU has a substantial position in our Model Nuclear Fund. You can get weekly updates on the fund along with high-data analytics around nuclear & uranium equities here: http://seqhcapital.substack.com http://seqhcapital.substack.com"  
[X Link](https://x.com/FinanceMajor_23/status/2021941955710832882)  2026-02-12T13:38Z [----] followers, [--] engagements


"Quick $ASPI thought Peer math: $LEU at 5.5B mkt cap and 25.8x EV/Rev. If $QLE gets just 30% of LEUs multiple on our 285M [----] rev base case you still land in the low10figure valuation range. Obviously attainable to an extent"  
[X Link](https://x.com/FinanceMajor_23/status/2018033860320067586)  2026-02-01T18:49Z [----] followers, [----] engagements


"Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://seqhcapital.substack.com/p/strategic-importance-of-skbl-forr=6fj5a0 https://seqhcapital.substack.com/p/strategic-importance-of-skbl-forr=6fj5a0"  
[X Link](https://x.com/FinanceMajor_23/status/2018681196083916887)  2026-02-03T13:41Z [----] followers, [----] engagements


"Daily Nuclear & Uranium Market Recap sent to clients and substack. Another tough day. $ASPI back below $5 down 16% today along with $NUAI under $5 down 16% as well. $UUUU down 12% Our thesis hasn't changed. Full Report 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DNXlLLkBmJ https://t.co/XifoD41Meo Daily Nuclear & Uranium Market Recap Full Release: https://t.co/DNXlLLkBmJ https://t.co/XifoD41Meo"  
[X Link](https://x.com/FinanceMajor_23/status/2019552180328595867)  2026-02-05T23:22Z [----] followers, [----] engagements


"As we're seeing now building a stronger position in $SKBL is a hedge toward the remainder of the nuclear & uranium market. $SKBL up 3% the past week $ASPI down 22% the past week While not quite equal $SKBL holding that value. Report: https://seqhcapital.substack.com/p/strategic-importance-of-skbl-forr=6fj5a0 Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://t.co/pNCgBRQSpT https://t.co/7NRndvUQ2C https://seqhcapital.substack.com/p/strategic-importance-of-skbl-forr=6fj5a0 Building off"  
[X Link](https://x.com/FinanceMajor_23/status/2019744346560516575)  2026-02-06T12:05Z [----] followers, [----] engagements


"@GrindeOptions $ASPI could quadruple"  
[X Link](https://x.com/FinanceMajor_23/status/2020179415427326090)  2026-02-07T16:54Z [----] followers, [----] engagements


"Our most in-depth $ASPI Quantitative analysis to-date. A dive into potential scenario outcomes and forecasting into [----]. Updated report coming within the next two weeks. The full PDF report has been unlocked for all to view. Read Here: https://open.substack.com/pub/seqhcapital/p/asp-isotopes-quantitative-scenarior=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/seqhcapital/p/asp-isotopes-quantitative-scenarior=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FinanceMajor_23/status/2020287460186464380)  2026-02-08T00:04Z [----] followers, [----] engagements


"If you missed the private equity report last night it's attached below. Our firm has some major upcoming announcements in the private sector coming in the next few weeks. Excited for $QLE $ASPI hoping to see an announcement soon. LIS Technologies with $NNE is another. Weekly Private Equity Edition Full Release: https://t.co/FzmMoZ4JoM https://t.co/xofplF6LYJ Weekly Private Equity Edition Full Release: https://t.co/FzmMoZ4JoM https://t.co/xofplF6LYJ"  
[X Link](https://x.com/FinanceMajor_23/status/2020312373970763945)  2026-02-08T01:43Z [----] followers, [----] engagements


"Daily Nuclear & Uranium Market Recap sent to clients and substack. Quick and free recaps everyday. Mixed bag today $ASPI $NNE barely red. Really good day for $UUUU Full report below 👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Bm4ZsnBUwS https://t.co/KeoNkFYJmo Daily Nuclear & Uranium Market Recap Full Release: https://t.co/Bm4ZsnBUwS https://t.co/KeoNkFYJmo"  
[X Link](https://x.com/FinanceMajor_23/status/2020999678863573206)  2026-02-09T23:14Z [----] followers, [----] engagements


"@Byronn4561 Lower beta name nobody talks about $SKBL similar to $GIG (Hadron Energy SPAC). A lot more coming on $GIG and other private companies soon"  
[X Link](https://x.com/FinanceMajor_23/status/2021196161017839705)  2026-02-10T12:14Z [----] followers, [---] engagements


"Top [--] Reactor Developers to Watch in [----] sent to clients and Substack. Huge release for our firm youll find $NNE $OKLO $SMR atop the list. $IMSR as well. This will be the basis of multiple reports and research over the coming weeks. Report below 👇👇 Whitepaper: Top [--] Reactor Developers to Watch in [----] Full Release: https://t.co/HVgwDzSzv1 https://t.co/FV60BlHUdp Whitepaper: Top [--] Reactor Developers to Watch in [----] Full Release: https://t.co/HVgwDzSzv1 https://t.co/FV60BlHUdp"  
[X Link](https://x.com/FinanceMajor_23/status/2021383803613348252)  2026-02-11T00:40Z [----] followers, [----] engagements


"@piterloskot82 I never saw them as a HALEU threat for $ASPI. $LEU a non factor in the space $ASPI will dominate HALEU I think LIS will be close behind"  
[X Link](https://x.com/FinanceMajor_23/status/2021566452881617106)  2026-02-11T12:46Z [----] followers, [---] engagements


"Uranium spot is $89/lb as of Feb [--] up 31% YoY with futures touching $100+ in January. The structural deficit thesis is playing out AI-driven power demand plus policy tailwinds under the Trump administration are tightening the market"  
[X Link](https://x.com/FinanceMajor_23/status/2021941940984721488)  2026-02-12T13:38Z [----] followers, [--] engagements


"Bull run-rate (2028E): 3M lbs at $120/lb $32/lb all-in cost = $264M EBITDA At 10x EV/EBITDA (mid-tier producer cycle multiple) PV'd back [--] years at 12%: Uranium Core = $2105M"  
[X Link](https://x.com/FinanceMajor_23/status/2021941942616277316)  2026-02-12T13:38Z [----] followers, [--] engagements


"This is where the real alpha lives. $UUUU January [----] Bankable Feasibility Study confirmed: Phase [--] NPV: $3.7 billion Annual EBITDA at full scale: $765M CAPEX: only $410M All-in NdPr production cost: $29.39/kg first quartile globally competitive with China Capacity to supply 45% of total U.S. rare earth demand by [----]. https://twitter.com/i/web/status/2021941944264327334 https://twitter.com/i/web/status/2021941944264327334"  
[X Link](https://x.com/FinanceMajor_23/status/2021941944264327334)  2026-02-12T13:38Z [----] followers, [--] engagements


"$UUUU is the only U.S. company producing heavy rare earths (Dy Tb) from mined ore. Commercial-scale production is targeted for Q4 [----]. They've already signed an MOU with Vulcan Elements for a domestic magnet supply chain independent of China"  
[X Link](https://x.com/FinanceMajor_23/status/2021941945803977178)  2026-02-12T13:38Z [----] followers, [--] engagements


"We blend Phase [--] near-term value (80% probability $1440M) with Phase [--] full-scale PV (55% probability $1293M): Rare Earth Segment = $1352M"  
[X Link](https://x.com/FinanceMajor_23/status/2021941947414556945)  2026-02-12T13:38Z [----] followers, [--] engagements


"The market gives you the uranium business at a fair price and hands you a probability-weighted $1.3B+ rare earth call option essentially for free. UUUU isn't just a uranium miner. It's the only company building a vertically integrated U.S. critical minerals platform uranium heavy rare earths vanadium and medical isotopes all from a single permitted mill with no debt. The valuation math says this is still cheap"  
[X Link](https://x.com/FinanceMajor_23/status/2021941954121007488)  2026-02-12T13:38Z [----] followers, [--] engagements


"@Hedgeye As long as population continues to increase healthcare jobs will rise"  
[X Link](https://x.com/FinanceMajor_23/status/2021987393314939153)  2026-02-12T16:38Z [----] followers, [--] engagements


"@Bitcoin_Teddy [--] type of market crash would also potentially cut your investments in half no Its all relative"  
[X Link](https://x.com/FinanceMajor_23/status/2021999590179037386)  2026-02-12T17:27Z [----] followers, [---] engagements


"$LEU down 25% in a week. Earnings were released this week. Our report on $LEU earnings and resulting price action will be released tonight. Not a current fund holding but a leader in the nuclear space. Report accessible here: http://seqhcapital.substack.com http://seqhcapital.substack.com"  
[X Link](https://x.com/FinanceMajor_23/status/2022010917232230680)  2026-02-12T18:12Z [----] followers, [---] engagements


"IMO $NNE should be getting a lot more love on X. They're developing [--] reactors two of which targeted toward space which is a niche not exploited heavily. While also building LIS Tech having Isotope enrichment in-house. They'll be dangerous. $NNE Reactor Portfolio Analysis Full Release: https://t.co/5sWVcNopYz https://t.co/x8YIWqP0eQ $NNE Reactor Portfolio Analysis Full Release: https://t.co/5sWVcNopYz https://t.co/x8YIWqP0eQ"  
[X Link](https://x.com/FinanceMajor_23/status/2022068280702480482)  2026-02-12T22:00Z [----] followers, [---] engagements


"@Gmen_Aesthetics Pretty true"  
[X Link](https://x.com/FinanceMajor_23/status/2022362075973193937)  2026-02-13T17:27Z [----] followers, [--] engagements


"@StockSavvyShay $JPM really trying to scare people into selling so they can scoop up shares much cheaper. When you see this stuff always remember banks arent your friend"  
[X Link](https://x.com/anyuser/status/1908285253338145266)  2025-04-04T22:27Z [----] followers, [---] engagements


"$ASPI Income Statement thoughts. $63M loss is a non-cash derivative mark from a rising stock when converts finish rolling off that line flips to a $60M GAAP gain on zero extra sales. R&D at 75-136% of rev has already yielded 50% gross margin; SG&A is fixed $7M qtrly so at only $5M rev the model prints $1M EBITDA an 80% incremental fall-through no screen yet prices in. Not to mention obvious positive 9.1% revenue growth"  
[X Link](https://x.com/anyuser/status/1971700302093910020)  2025-09-26T22:15Z [----] followers, [----] engagements


"$ASPI and QLE deal to acquire One30Seven report sent Some things to keep in mind: At a [--] % CAGR ion-trap TAM $170 M Ba-137 sales NPV alone repays the deal [--] over. [--] % Mini + [--] % Midi/Maxi success odds yield a $4.3 M expected earn-out handing shareholders a free call on the $44 B DOE waste pool. Also a necessary move for $ASPI and QLE to demonstrate their intent to address waste. A major regulatory win. Full Report: https://open.substack.com/pub/seqhcapital/p/aspi-quantum-leap-energy-acquisitionr=6fj5a0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1981503905373544667)  2025-10-23T23:32Z [----] followers, [----] engagements


"$SKBL price action quick thought. $SKBL rips 20% today pushing over $4 resistance extremely fast. Meanwhile $ASPI take a dip 10%. (bought more) An angle to view this price action: 20% move today was a classic microcap float squeeze $SKBL has almost no institutional holders just 1.25% ownership and with only about [--] million tradeable shares and heavy short interest it doesnt take much volume to launch a technical rally. 3x-4x normal volume today shows bigger investors are finally snapping up available shares that were left behind after the crazy swings in price action from recent months."  
[X Link](https://x.com/anyuser/status/1985499483187064899)  2025-11-04T00:09Z [----] followers, [----] engagements


"Quick thoughts on $ASPI and $SKBL price action today. - $ASPI holds flat after a nice jump in pre-market. - Investor event in South Africa this week and earnings next week. Tons of impact. - $SKBL $4 range is the area that needs to hold. - Also flat in after-hours similar to $ASPI. - $ASPI events will show impact for $SKBL as well. Two massive weeks coming up for these tickers $FRMI as well keep eyes on both"  
[X Link](https://x.com/anyuser/status/1988035443301237193)  2025-11-11T00:06Z [----] followers, [----] engagements


"Model Nuclear Portfolio opening with $SKBL and $UUUU leading the way. Quantitative Scenario Analysis Report on $UUUU coming after hours this evening. Continue monitoring $ASPI and $NUAI as well. Our most recent fund positioning update below. 👇 Weekly Model Nuclear & Uranium Fund Analysis Report Current YTD Return: 38% Top Performer: $NUAI Full Release: https://t.co/TxjPmucPEv https://t.co/FE7oZ8dUsn Weekly Model Nuclear & Uranium Fund Analysis Report Current YTD Return: 38% Top Performer: $NUAI Full Release: https://t.co/TxjPmucPEv https://t.co/FE7oZ8dUsn"  
[X Link](https://x.com/FinanceMajor_23/status/2015789228425183352)  2026-01-26T14:09Z [----] followers, [----] engagements


"Quiet beast $SKBL holding trend as well a bit better than other names. $SKBL price action sees almost inverse nuclear/uranium movement. Excellent to have in a nuke portfolio. Thematic Price Action Report coming this weekend. http://seqhcapital.substack.com http://seqhcapital.substack.com"  
[X Link](https://x.com/FinanceMajor_23/status/2016149947293257949)  2026-01-27T14:03Z [----] followers, [---] engagements


"$ASPI $QLE $SKBL Graphic we recently put together to help better understand how these companies connect. $QLE will be interesting to see how IPO and HALEU deadlines pan out. TerraPower made it clear $ASPI was the only company who could meet their timeline and demand"  
[X Link](https://x.com/FinanceMajor_23/status/2017018922630074811)  2026-01-29T23:36Z [----] followers, [----] engagements


"Daily Nuclear & Uranium Market Update sent to clients and substack. $ASPI $UUUU lead losers again today even with spot at highs. $SKBL only green name in the model fund heavy macro pressure. Full report below 👇👇 Daily Nuclear & Uranium Market Recap Full Release: https://t.co/wtLY4lwJq5 https://t.co/T4nROrEarQ Daily Nuclear & Uranium Market Recap Full Release: https://t.co/wtLY4lwJq5 https://t.co/T4nROrEarQ"  
[X Link](https://x.com/FinanceMajor_23/status/2017376389188538456)  2026-01-30T23:16Z [----] followers, [---] engagements


"Another tough day for the fund still sitting up roughly 23% YTD. Increased macro pressure thesis on all underlying companies still strong. $ASPI leading the losers over the last two days. $SKBL holding up well. Weekly Fund Analysis Report coming tomorrow"  
[X Link](https://x.com/FinanceMajor_23/status/2017381310575350170)  2026-01-30T23:36Z [----] followers, [----] engagements


"The opportunity to grab $SKBL below $3 is perfect accumulation phase for owning this stock. $SKBL has a nonbinding LOI to acquire SuperCritical which holds an exclusive U.S. government license for seawater uranium and critical metals extraction technology developed at DOEs PNNL. $12B critical mineral stockpile announced this morning. https://twitter.com/i/web/status/2018318621634674850 https://twitter.com/i/web/status/2018318621634674850"  
[X Link](https://x.com/FinanceMajor_23/status/2018318621634674850)  2026-02-02T13:40Z [----] followers, [----] engagements


"Report coming tonight: The Strategic Importance of $SKBL Critical minerals stockpile news is massive for $SKBL Report released here tonight: http://seqhcapital.substack.com The opportunity to grab $SKBL below $3 is perfect accumulation phase for owning this stock. $SKBL has a nonbinding LOI to acquire SuperCritical which holds an exclusive U.S. government license for seawater uranium and critical metals extraction technology developed at DOEs https://t.co/d2IpJ5mrYr http://seqhcapital.substack.com The opportunity to grab $SKBL below $3 is perfect accumulation phase for owning this stock."  
[X Link](https://x.com/FinanceMajor_23/status/2018446120037564907)  2026-02-02T22:07Z [----] followers, [---] engagements


"Strategic Importance of $SKBL for $ASPI $SKBL presenting a massive opportunity to enter under $3. Full report 👇 Strategic Importance of $SKBL for $ASPI Full Release: https://t.co/K8BGFtONhq https://t.co/ZA3QFrsC9i Strategic Importance of $SKBL for $ASPI Full Release: https://t.co/K8BGFtONhq https://t.co/ZA3QFrsC9i"  
[X Link](https://x.com/FinanceMajor_23/status/2018490887299293610)  2026-02-03T01:05Z [----] followers, [---] engagements


"$SKBL the quiet beast that will diversify and make $ASPI even greater. Understanding how $SKBL fits into the $ASPI picture and what their specialty will be. Full report is below along with a great visual. Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://t.co/pNCgBRQSpT https://t.co/7NRndvUQ2C Building off our $SKBL report last night. This visual breaks down the strategic importance of $SKBL for $ASPI. That report can be found here as well: https://t.co/pNCgBRQSpT https://t.co/7NRndvUQ2C"  
[X Link](https://x.com/FinanceMajor_23/status/2018829603889180951)  2026-02-03T23:31Z [----] followers, [---] engagements


"Upcoming weekend reports: $SKBL Quantitative Scenario Analysis Weekly Model Nuclear Fund Analysis Report $BE Earnings Report and Forecast SMR Reactor Type Comparison Report Tons of info everything released here: http://seqhcapital.substack.com http://seqhcapital.substack.com"  
[X Link](https://x.com/FinanceMajor_23/status/2020155597107122673)  2026-02-07T15:20Z [----] followers, [---] engagements


"On a longer-term basis here with a comparison between $ASPI and $URA 1-year term rather than 1-month. = [-----] For every 1% URA moves $ASPI moves 1.32%. This is leveraged uranium beta WITHOUT leverage fees Pearson R = [-----] R = [-----] Correlated enough to ride the uranium wave but 67% of variance is $ASPI-specific alpha = [------] Near-zero negative alpha over a FULL YEAR $ASPI hasn't structurally underperformed it's been cyclically compressed 120-day rolling correlation just spiked to [-----] highest level since tracking began in Jan '25 sector convergence is locking in $ASPI/ $URA ratio collapsed"  
[X Link](https://x.com/FinanceMajor_23/status/2020638020396048744)  2026-02-08T23:17Z [----] followers, [----] engagements


"Model nuclear fund update per our release on Sunday. $NUAI still leading our performance at 70% $UUUU and $DNN close behind. Uranium performing well which we expect to continue. Expect $ASPI to lead this chart by EOY"  
[X Link](https://x.com/FinanceMajor_23/status/2021398027785609599)  2026-02-11T01:37Z [----] followers, [----] engagements


"Tough price action for $OKLO today. $OKLO made our list of top reactor developers to watch in [----]. However see much more upside potential in $NNE or $SMR. At $60 $OKLO is definitely attractive. Entry into the fund is on our radar. $IMSR more than likely our next add"  
[X Link](https://x.com/FinanceMajor_23/status/2021762932267196756)  2026-02-12T01:47Z [----] followers, [---] engagements


"Valuation Math Thread on $UUUU One of the most mispriced assets in the uranium/critical minerals space. The market is pricing this as a single-commodity miner when it's actually a vertically integrated U.S. uranium + rare earth platform with zero debt and multiple embedded call options on national security commodities. Here's the math. https://twitter.com/i/web/status/2021941935057891729 https://twitter.com/i/web/status/2021941935057891729"  
[X Link](https://x.com/FinanceMajor_23/status/2021941935057891729)  2026-02-12T13:38Z [----] followers, [---] engagements


"@WOLF_Financial Shouldnt take 2-3 months to analyze with the tools available today plus a team"  
[X Link](https://x.com/FinanceMajor_23/status/2022155931690446889)  2026-02-13T03:48Z [----] followers, [----] engagements


"Lets get ahead today. ONE extremely in-depth $ASPI report coming today. A month in the making. - $ASPI Tech-Economic Report: QE/ASP vs. Legacy Enrichment. Technical costcurve study comparing ASP/QE vs centrifuge/SILEXtype and other laser processes. DO NOT MISS THIS"  
[X Link](https://x.com/FinanceMajor_23/status/2022685804242292929)  2026-02-14T14:54Z [----] followers, [----] engagements


"This will be the most in-depth dive into the technology economics around $ASPI we've ever released to retail. Notable: 35% cost advantage over baseline and At $15529/kgU QE's estimated cost lands well under the $18000/kg price point considered necessary"  
[X Link](https://x.com/FinanceMajor_23/status/2022740249336803593)  2026-02-14T18:30Z [----] followers, [----] engagements


"$ASPI Tech-Economic Report: QE/ASP vs. Legacy Enrichment sent to clients and Substack. Regardless of price action understand what we have here. Full report below. 👇 $ASPI Tech-Economic Report: QE/ASP vs. Legacy Enrichment Full Release: https://t.co/aCykRDg8hy https://t.co/UwNQ7daxWU $ASPI Tech-Economic Report: QE/ASP vs. Legacy Enrichment Full Release: https://t.co/aCykRDg8hy https://t.co/UwNQ7daxWU"  
[X Link](https://x.com/FinanceMajor_23/status/2022775377395900855)  2026-02-14T20:50Z [----] followers, [---] engagements

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