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# ![@HhIslandBliss Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1661847101402406913.png) @HhIslandBliss HiltonHead🏝️

HiltonHead🏝️ posts on X about $oklo, $ccj, $bwxt, $ltbr the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1661847101402406913/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661847101402406913/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX +430%

### Mentions: XX [#](/creator/twitter::1661847101402406913/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661847101402406913/c:line/m:posts_active.svg)

- X Week XXX +58%
- X Month XXX +175%

### Followers: XXX [#](/creator/twitter::1661847101402406913/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661847101402406913/c:line/m:followers.svg)

- X Week XXX +6.60%
- X Month XXX +86%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1661847101402406913/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1661847101402406913/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1661847101402406913/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [exchanges](/list/exchanges)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$oklo](/topic/$oklo) #120, [$ccj](/topic/$ccj) #29, [$bwxt](/topic/$bwxt) #10, [$ltbr](/topic/$ltbr) #9, [$vrt](/topic/$vrt) #111, [$uuuu](/topic/$uuuu) #77, [$500m](/topic/$500m) #144, [china](/topic/china) 3.77%, [$leu](/topic/$leu) #41, [$crml](/topic/$crml) #44

**Top accounts mentioned or mentioned by**
[@criticalmet](/creator/undefined) [@vinny_lupis](/creator/undefined) [@vinnylupis](/creator/undefined) [@ucore](/creator/undefined) [@tonysage7237](/creator/undefined) [@niocorp](/creator/undefined) [@jawnzilla](/creator/undefined) [@alcoa](/creator/undefined) [@grok](/creator/undefined) [@kittyca64935054](/creator/undefined) [@infleqtion](/creator/undefined) [@vistracorp](/creator/undefined) [@lightbridgecorp](/creator/undefined) [@nypdnews](/creator/undefined) [@newyorker](/creator/undefined) [@newyorkstateag](/creator/undefined) [@nfl](/creator/undefined) [@oufootball](/creator/undefined) [@nflonfox](/creator/undefined) [@buldakcrypto](/creator/undefined)

**Top assets mentioned**
[Oklo Inc. (OKLO)](/topic/$oklo) [Cameco Corporation (CCJ)](/topic/$ccj) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Centrus Energy Corp. (LEU)](/topic/$leu) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Vistra, Corp. (VST)](/topic/$vst) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [IREN Limited (IREN)](/topic/$iren) [MP Materials Corp. (MP)](/topic/$mp) [A3S Protocol (AA)](/topic/$aa) [Hundred Million (100M)](/topic/$100m) [NuScale Power Corporation (SMR)](/topic/$smr) [Netflix Inc (NFLX)](/topic/$nflx) [Bitfarms Ltd. (BITF)](/topic/bitfarms) [Bitcoin (BTC)](/topic/bitcoin) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Galaxy Digital Inc. (GLXY)](/topic/galaxy-digital)
### Top Social Posts [#](/creator/twitter::1661847101402406913/posts)
---
Top posts by engagements in the last XX hours

"$NFLX at $1144 Steal of the century Ad-tier surging live events (NFL + Simpsons) killing it 300M+ subs globally. Q3 miss Just noiseBrazil tax hiccup wont stop this beast. Buying this dip like its 2019 πŸš€ #NFLX #BuyTheDip"  
[X Link](https://x.com/HhIslandBliss/status/1980984247604371470) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T13:07Z XXX followers, XXX engagements


"🌞 $CCJ shines bright with a XX% surge TODAY after securing a 10-year U.S. DoE contract worth $500M announced Oct XX Bullish on Camecos uranium dominancefueling nuclear renaissance with 30M lbs/year capacity. Nuclear energys comeback is here ☒ #Uranium"  
[X Link](https://x.com/HhIslandBliss/status/1977921818250928584) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-14T02:18Z XXX followers, 1244 engagements


"πŸš€ $BITF streak hits ATH on AI pivot & $350M financing CFO transition to energy vet Jonathan Mir fuels HPC/data center ramp amid Bitcoin boom. Trumps China walk-back U.S.-focused Bitfarms crushes$10+ incoming ⚑ #BitcoinMining #BITF #AIInfrastructure"  
[X Link](https://x.com/HhIslandBliss/status/1978182533599682589) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-14T19:34Z XXX followers, XXX engagements


"Markets gasping for a breathernuclear energy critical minerals miners the whole queens gambit looking sketchy AF. Stay safe out there traders $iren $bwxt $ccj $uuuu $crml #MarketMayhem"  
[X Link](https://x.com/HhIslandBliss/status/1978495514715783215) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-15T16:17Z XXX followers, XXX engagements


"From the Island Portfolio Charging into the Nuclear Age πŸ’₯Riding the uranium surge REE revolution & AI power boom: $OKLO $LEU $CRML $CIFRW $NIOBW $UURAF $LTBR $IREN $UUUU $BWXT $CCJ $VRT $VST. From fuel to infra this stacks primed for 2-3x by XX. Conviction holds through dips. πŸ’₯Thread: Q4 catalysts below. #NuclearRenaissance #AIenergy #InvestLikeDawn"  
[X Link](https://x.com/HhIslandBliss/status/1979691138563867058) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-18T23:28Z XXX followers, XXX engagements


"πŸ‘‰ $BWXT Nuclear Backbone 🏝Q4 XX catalysts: Kinectrics acquisition closes; $100M A.O.T. integration boosts medical isotopes $1.5B DOE uranium enrichment contract ramps (NNSA defense) Q3 earnings: Double-digit rev growth on SMR components backlog Medical radioisotopes scale; space reactor pilots w/ NASA $6B backlog = mid-teens EPS XX. #DefenseNuclear"  
[X Link](https://x.com/HhIslandBliss/status/1979691157455085790) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-18T23:28Z XXX followers, XX engagements


"πŸ‘‰ $CCJ Uranium Anchor 🏝Q4 XX catalysts: Q3 earnings Nov 5: $744M rev est. (20% YoY) on higher volumes/prices Inkai production resumes Jan 25; 2025 plans w/ Kazatomprom firm up Westinghouse AP1000 deals in Poland/Bulgaria (12GW potential) Long-term contracting surge: $2B XX rev guide Global fuel cycle king $XX PT avg. #UraniumLeader"  
[X Link](https://x.com/HhIslandBliss/status/1979691159116001674) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-18T23:28Z XXX followers, XX engagements


"$CCJ (Cameco): Kicks off the chain by mining uranium ore the raw material for nuclear fuel. Their supply feeds the entire cycle enabling clean energy for AI data centers. βš’πŸŒ #Uranium #Nuclear"  
[X Link](https://x.com/HhIslandBliss/status/1980110305809035600) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


"$LTBR (Lightbridge): Designs innovative metallic fuels for safer efficient reactors. Partners with OKLO for co-located fuel fabrication and waste recycling. πŸ”¬ #AdvancedFuel #NuclearInnovation"  
[X Link](https://x.com/HhIslandBliss/status/1980110311131873368) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


"$BWXT (BWX Technologies): Builds reactor components and fuel assemblies for SMRs. Integrates LEU and LTBRs fuels into systems for OKLO and others. πŸ›  #SMR #NuclearTech"  
[X Link](https://x.com/HhIslandBliss/status/1980110313698771246) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XX engagements


"$CIFR (Cipher Mining): Builds large-scale data centers for AI/HPC and crypto leveraging nuclear energy for high-density power needs. πŸ’ͺ #DataCenters #NuclearEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1980110325023485974) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


"πŸ‘‰ From the $CCJ mines to $CIFR AI data centers this chain delivers clean reliable power for the future. Synergies like $LTBR-$OKLO MOUs and nuclear grids fuel growth πŸš€ #Nuclear #AI #CleanEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1980110327120384038) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


"πŸ‘‰ $SMRs edge First NRC-approved SMR design (77MW) beating rivals like Oklo by years. Pair that with a $500M ATM offering and a $605M Fluor stake saleliquiditys flowing. AI data centers need this 24/7 power. Bull run incoming"  
[X Link](https://x.com/HhIslandBliss/status/1980226757149253928) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T10:57Z XXX followers, XX engagements


"The nuclear fuel supply chain is powering the AI revolution πŸš€ Companies like $CCJ $LEU $LTBR $BWXT $OKLO $VST $VRT $SMR $IREN and $CIFR work together to deliver clean scalable energy. Heres how they connect: 🧡 #Nuclear #AI #CleanEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1980237306251645039) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:38Z XXX followers, XXX engagements


"πŸ‘‰ $CCJ (Cameco): Kicks off the chain by mining uranium ore the raw material for nuclear fuel. Their supply feeds the entire cycle enabling clean energy for AI data centers. βš’πŸŒ #Uranium #Nuclear"  
[X Link](https://x.com/HhIslandBliss/status/1980237309275717879) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XXX engagements


"πŸ‘‰ $LTBR (Lightbridge): Designs innovative metallic fuels for safer efficient reactors. Partners with OKLO for co-located fuel fabrication and waste recycling. πŸ”¬ #AdvancedFuel #NuclearInnovation"  
[X Link](https://x.com/HhIslandBliss/status/1980237314380169260) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XXX engagements


"πŸ‘‰ $BWXT (BWX Technologies): Builds reactor components and fuel assemblies for SMRs. Integrates LEU and LTBRs fuels into systems for OKLO and others. πŸ›  #SMR #NuclearTech"  
[X Link](https://x.com/HhIslandBliss/status/1980237316762591261) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XX engagements


"πŸ‘‰ $VST (Vistra): Operates nuclear plants using enriched fuel to generate clean electricity for grids that power data centers and more. ⚑🌐 #NuclearPower #Energy"  
[X Link](https://x.com/HhIslandBliss/status/1980237322747884030) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XXX engagements


"πŸ‘‰ $VRT (Vertiv): Provides cooling and power systems for nuclear-powered data centers ensuring reliability for AI and HPC workloads. β„πŸ’» #DataCenters #Infrastructure"  
[X Link](https://x.com/HhIslandBliss/status/1980237325033775156) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XX engagements


"πŸ‘‰ $CIFR (Cipher Mining): Builds large-scale data centers for AI/HPC and crypto leveraging nuclear energy for high-density power needs. πŸ’ͺ #DataCenters #NuclearEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1980237330045894832) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XXX engagements


"πŸ‘‰ $SMR (NuScale) deploys NRC-certified SMRs (up to XXX MW) powering Amazons XXX MW data center and Army bases. It pairs BWXT components with LEU fuel for scalable clean energy #SMR #Nuclear #AI"  
[X Link](https://x.com/HhIslandBliss/status/1980237332562534867) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XXX engagements


"$BLBX low float magic: 1.5M shares mean volume = volatility Oct XX LOI news Instant XX% pop shares hit $XXXXX high. Post-merger (Q4 XX close) REalloys Ohio plant cranks rare earth magnets for DoD/DoE. No dilution just explosive upside. Shorts sweating πŸ’₯ #Squeeze"  
[X Link](https://x.com/HhIslandBliss/status/1980254329232581010) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T12:46Z XXX followers, XXX engagements


"Offtake jackpot: REalloys fresh LOI (Oct 13) secures 10-YR deal for XX% Tanbreez heavy REEsworlds top deposit in Greenland. Locked revenue for NA mine-to-magnet chain Ties to CRMLs $35M raise. $BLBX: Pivoting from fintech to REE powerhouse. #Offtake #BLBX #CRML"  
[X Link](https://x.com/HhIslandBliss/status/1980254331237453871) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T12:46Z XXX followers, XXX engagements


"@Buldak_Crypto Going to be πŸ”₯"  
[X Link](https://x.com/HhIslandBliss/status/1980255151148433858) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T12:49Z XXX followers, XX engagements


"πŸ‘‰ TRUMP-AUSTRALIA DEAL = MPs Golden Ticket Oct XX bombshell: Trump & PM Albanese ink $8.5B framework for REE/critical mineralsUS invests in Aussie processing cuts permitting maps resources to crush Chinas XX% stranglehold. Trump: Well have so much REE you wont know what to do. China fired back but its too lateWests diversifying FAST. MP Wins Big: As the ONLY US REE miner (Mountain Pass: XX% global supply ramping to 20%) MPs primed for offtakes/joint ventures Down Under. Recent DoD $400M for MPs magnet plant This deal supercharges itexpect Aussie REE feedstocks flowing to MPs Texas facility."  
[X Link](https://x.com/HhIslandBliss/status/1980607778704986454) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:11Z XXX followers, XX engagements


"πŸ‘‰ CHINA CURBS = TAILWIND TSUNAMI Beijings Oct export bans on NdPr/Dy (up XX% YTD) + Trumps XXX% tariff threat = REE prices exploding ($120+/kg NdPr). MPs Q2 NdPr sales: $58M (up XX% YoY) full-year guide $200M+margins 40%+ on separation ramp. Geopolitics: Trumps America First EO mandates domestic sourcingMPs IRA-eligible DoD-backed (F-35 magnets EV batteries). No more China risk: MPs vertical integration (mine-to-magnet by 2026) = moat"  
[X Link](https://x.com/HhIslandBliss/status/1980607781548802461) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:11Z XXX followers, XX engagements


"πŸ‘‰ DE-RISKS & VALUATION Screaming Undervalued Balance Sheet: $1.5B cash no debt$500M buyback authorized. ESG: Zero-discharge ops community gold. Risks China dumping (unlikely w/ bans) but MPs low-cost ($20/kg AISC) crushes peers. Valuation: 15x 2026 EV/EBITDA (vs. Lynas 20x)mcap $14B but production scale to $1B rev = $30B potential. Consensus PT $XX (outdated)bulls eye $XXX on full ramp"  
[X Link](https://x.com/HhIslandBliss/status/1980607785516577159) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:11Z XXX followers, XX engagements


"πŸ‘‰ THE MOONSHOT $MPs the REE proxy for Trumps masterplandeal seals US-Aus dominance chart confirms upside. From $XX XX% to $XXX by year-end 3x long-term on magnets boom. DYOR NFAbut whos averaging in pre-earnings Drop PTs below. #EV #Defense $MP @MPMaterials"  
[X Link](https://x.com/HhIslandBliss/status/1980607787907387606) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:11Z XXX followers, XXX engagements


"πŸ‘‰ Broader Catalysts Uranium Synergies and Policy Alignment $UUUU uranium arm adds resilience: Ramping to 4-6M lbs/year by 2026 amid nuclear demand. The frameworks permitting reforms could fast-track US expansions while DoD priorities (e.g. $1B stockpiles) favor $UUUUs defense-grade outputs. $700M convertible notes (Oct 2025) provide runway; earnings Oct XX may highlight Donald progress"  
[X Link](https://x.com/HhIslandBliss/status/1980610924563026013) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:23Z XXX followers, XXX engagements


"πŸ‘‰ Valuation and Risks Attractive Setup with Upside At $XXXXX $UUUU trades at 35x forward sales but 2026 revenue potential ($500M+) from REEs/uranium suggests undervaluation vs. peers (e.g. $MP Materials at 15x EV/EBITDA). Cash: $100M debt-free. Analyst targets average $XXXXX (outdated pre-framework); bulls see $30+ on ramp-up. Risks include execution delays and REE price volatility but dual assets mitigate"  
[X Link](https://x.com/HhIslandBliss/status/1980610926446256195) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:23Z XXX followers, XXX engagements


"πŸ‘‰ Framework Highlights Alcoas Gallium Project Front and Center The US-Australia deal commits $3B+ in initial investments focusing on #REEs and strategic metals like gallium for semiconductors and defense. Alcoas proposed 100-ton/year gallium refinery co-located at its Pinjarra alumina refinery in WA is a flagship initiativeproviding up to XX% of global gallium (essential for AI chips and LEDs). Feasibility studies (announced Aug 2025) advance via a US-Australia-Japan JV with Alcoa operating; this trilateral push reduces China dependency (90%+ of global supply)"  
[X Link](https://x.com/HhIslandBliss/status/1980612593485066359) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:30Z XXX followers, XX engagements


"πŸ‘‰ Government Funding De-Risks Execution Australia pledges up to A$200M ($130M USD) in equity with US equity investment and EXIM financing ($2.2B letters of interest) accelerating construction. Total capex A$500M but government stakes (via special purpose vehicle) lower Alcoas burden while ensuring priority permitting. Gallium prices have risen XX% YTD on supply fears; Alcoas output could add $50M+ annual EBITDA at scale (2027 online)"  
[X Link](https://x.com/HhIslandBliss/status/1980612595439546816) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:30Z XXX followers, XX engagements


"πŸ‘‰ Alcoas Strategic Positioning Bauxite to Gallium Integration As the worlds largest bauxite producer (60M+ tons/year) Alcoa extracts #gallium as a by-product from alumina refiningits WA assets (Pinjarra Wagerup) yield X% of global supply potential. The JV with Japans Sojitz (Aug 2025) and now US backing creates a seamless supply chain for allies aligning with AUKUS and IRA incentives. This diversifies beyond aluminum (80% revenue) boosting margins in a high-demand metal (semis solar panels)"  
[X Link](https://x.com/HhIslandBliss/status/1980612597394096186) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:30Z XXX followers, XX engagements


"πŸ‘‰ Market Tailwinds Gallium Demand Surge Global gallium shortages (from China curbs) have spiked prices to $500+/kg; demand for AI/5G chips projects XX% CAGR through 2030. Alcoas project fills a XX% supply gap with DoD stockpiling priorities adding urgency. Shares popped XXXX% on Oct XX open in Australia (ASX: AAI) signaling spillover to NYSE"  
[X Link](https://x.com/HhIslandBliss/status/1980612599218590028) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:30Z XXX followers, XX engagements


"πŸ‘‰ Valuation and Catalysts Upside Potential At $XXXXX $AA trades at 6.5x forward EV/EBITDA (below peers like Rio Tinto at 5x) with $500M+ cash buffer post-Q2 2025 ($3B rev $164M net income). Near-term: Q3 earnings Nov X may update gallium progress. Analysts avg PT $XX (25% upside); bull case to $50+ on FID (Q1 2026). Risks: Aluminum price volatility (-5% YTD) and project delays but framework mitigates"  
[X Link](https://x.com/HhIslandBliss/status/1980612600980222407) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:30Z XXX followers, XX engagements


"πŸ‘‰ Outlook The US-Australia framework cements Alcoas role in critical minerals security potentially adding 5-10% to EBITDA long-term. From $XXXXX breaking $XX targets $XX near-term. Watch for JV updates. DYOR; not advice. #Mining $AA @Alcoa"  
[X Link](https://x.com/HhIslandBliss/status/1980612603236757883) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:30Z XXX followers, XX engagements


"The Moat Worlds Largest Clinical/Molecular Data Library $TEM walled garden of de-identified patient data (millions of records) is unbeatable: Fuels AI like Tempus One/Next for real-time insights enabling 99%+ accuracy in oncology trials. Competitors cant match this scaleits a flywheel for licensing (Data & Services +35.7% to high-margin rev). FDA clearance for xR RNA NGS (Sep 22) + ARPA-H CRO selection (Oct 9) lock in defensibility. Wide moat = sustained edges in precision med per analysts"  
[X Link](https://x.com/HhIslandBliss/status/1980621937727435198) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T13:07Z XXX followers, XX engagements


"Catalysts Stacked FDA Partnerships & AI Tailwinds Q3 earnings Nov 4: Expect continued genomics ramp + MRD reimbursement tailwinds (end-2025). New pacts like Whitehawk (Oct 16) for oncology R&D + Ambry integration boost hereditary testing. AI boom: TEMs liquid biopsy (xM launch) + AI tools in 50%+ of workflows = XX% ASP uplift by YE. Guggenheim PT hike to $XX (Sep 26) underscores; consensus $XXXXX lags reality"  
[X Link](https://x.com/HhIslandBliss/status/1980621939921002698) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T13:07Z XXX followers, XX engagements


"πŸš€ $GLXY: Galaxy Digital Just Dropped a Q3 Nuke $505M Net Income & Record Volumes Signal Moonshot Ahead $GLXY exploding +10% premarket to $XXXXX after Q3 earnings demolition: $505M net income ($1.01 EPS) $629M adj EBITDA (up XXX% QoQ) rev $29.2M crushing estimates. Trading volumes +140% (incl. 80K BTC client sale) assets on platform $17B ATH. This isnt hypeits institutional crypto dominance + AI data center rocket fuel. Thread: Why load up now. #Crypto #GLXY πŸ”₯"  
[X Link](https://x.com/HhIslandBliss/status/1980628239274897483) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T13:32Z XXX followers, XXX engagements


"Good afternoon to do some shopping $crmlw $crml $vrt $vst $leu $ltbr $uuraf $bwxt $mp $ccj $uuuu $unh $oklo"  
[X Link](https://x.com/HhIslandBliss/status/1980704104348373049) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T18:33Z XXX followers, XXX engagements


"@grok @JacobusOtlohs @stocktalkweekly Sweet: holding bwxt thats a damn beauty"  
[X Link](https://x.com/HhIslandBliss/status/1980810168679166042) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:35Z XXX followers, XX engagements


"@kittyca64935054 @Alcoa Will be waiting got VRT first thing in the am"  
[X Link](https://x.com/HhIslandBliss/status/1980815447554769221) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:56Z XXX followers, XX engagements


"$VRT earnings alert AI data center boom = Vertivs rocket fuel. Analysts forecast 25%+ YoY rev growth to $2.6B EPS $X. Hyperscalers cant get enough cooling/power infra. This dip Your entry. Loading upskys the limit πŸ“ˆ #VRT #AI #EarningsSzn"  
[X Link](https://x.com/HhIslandBliss/status/1980954294846206129) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T11:08Z XXX followers, XXX engagements


"Recent GUE acquisition adds US uranium mining & enrichmentperfect timing as nuclear demand soars for AI & clean energy. Snow Lakes high-grade lithium could fuel the EV boom. Current support at $X eyeing $6$10+ on catalysts. #CriticalMinerals"  
[X Link](https://x.com/HhIslandBliss/status/1981253846333870317) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-23T06:58Z XXX followers, XX engagements


"$VRT exploding on Nvidia AI factory collab + wave of upgrades: $JPM $XXX DB $XXX #Citi $XXX New CFO juices data center growth. Core AI infra playup XXX% YTD backlog surging. Buy the dip before Oct XX earnings #AI #NVDA"  
[X Link](https://x.com/HhIslandBliss/status/1978560697362473040) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-15T20:36Z XXX followers, XXX engagements


"Bullish Case for $MP: MP Materials The REE Kingpin Riding Trumps Anti-China Wave to New Highs πŸš€ $MP just closed at $XXXXX (+2.61% Oct 20) flirting with that pivotal $82-83 resistance after a XX% pullback from its Oct XX ATH of $XXXXXX. Chart screams bullish: Gap fill from the Sep rally complete RSI rebounding from oversold (now 55+) MACD crossing golden and volume surging on the Trump-Australia deal news. This isnt a dead cat bounceits coiling for $90+ breakout by earnings (Nov 6). With the US-Aus pact unlocking $8.5B in critical minerals projects $MP (Americas sole REE producer) is ground"  
[X Link](https://x.com/HhIslandBliss/status/1980607773940543530) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:11Z XXX followers, XXX engagements


"πŸ‘‰ US-Australia Framework Direct Tailwind for $UUUU Australian Assets The framework commits the US and Australia to $3B+ in investments over six months unlocking up to $8.5B in projects for mining processing and supply chain security. It emphasizes REEs for defense and tech with tools like EXIM financing ($2.2B letters of interest) and streamlined permitting. $UUUUs XX% stake in the Donald Project (Victoria Australia) a shovel-ready REE and mineral sands site aligns perfectly targeting monazite/xenotime feed for US processing. Final approvals cleared in June 2025; FID possible by year-end"  
[X Link](https://x.com/HhIslandBliss/status/1980610918049255746) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:23Z XXX followers, XXX engagements


"$GSIT THREAD: Buckle up traders GSIT just got VALIDATED by Cornells peer studyGemini-I APU matches GPU speed with XX% LESS power Edge AIs next king This is the AI efficiency revolution. Lets break it down. πŸ’ŽπŸ™Œ #GSIT #AIDipBuy #Semis"  
[X Link](https://x.com/HhIslandBliss/status/1980792223160758577) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T00:24Z XXX followers, XXX engagements


"πŸ₯ˆ $BWXT: Nuclear fuel & Navy reactor leader expanding HALEU production. $6B backlog XX% govt revenue. +78% YTD -XXX% today ($205.24) +0.5% after-hours. Stable play add $XXX. #NuclearPower"  
[X Link](https://x.com/HhIslandBliss/status/1980813526802575416) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:48Z XXX followers, XX engagements


"πŸ₯‰ $OKLO: SMRs for AI data centers needs HALEU. Partners w/ LTBR for fuel. +700% YTD +2.1% today ($20). Pre-revenue but DOE-backed ($15M). Speculative rocket buy pullbacks πŸš€ #CleanEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1980813528417059127) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:48Z XXX followers, XXX engagements


"4 $LTBR: Lightbridge Fuel innovator adaptable to plutonium. Oklo partner INL testing ongoing. +139% YTD -XXXX% today ($23.27) +1% after-hours. High risk/reward watch Nov X earnings #NuclearFuel"  
[X Link](https://x.com/HhIslandBliss/status/1980813530120220939) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:48Z XXX followers, XXX engagements


"US offers nuclear energy companies access to weapons-grade plutonium $bwxt $leu $ccj"  
[X Link](https://x.com/HhIslandBliss/status/1980814853636796822) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:53Z XXX followers, XXX engagements


"The nuclear fuel supply chain is powering the AI revolution πŸš€ Companies like $CCJ $LEU $LTBR $BWXT $OKLO $VST $VRT $IREN and $CIFR work together to deliver clean scalable energy. Heres how they connect: 🧡 #Nuclear #AI #CleanEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1980110303292485975) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


"Bullish Case for $UUUU: Energy Fuels Positioned for Gains from US-Australia Critical Minerals Framework Energy Fuels Inc. $UUUU closed at $XXXXX on Oct XX 2025 up XXXX% from the prior session with shares trading around $XXXXX in early Oct XX action. The stock has risen over XX% in October amid broader sector momentum supported by rising uranium prices ($80/lb) and rare earth element (REE) supply concerns. The recent US-Australia Critical Minerals Framework signed Oct XX enhances $UUUUs outlook through its Australian joint ventures and US processing capabilities. This agreement targets"  
[X Link](https://x.com/HhIslandBliss/status/1980610915201425475) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:23Z XXX followers, XXX engagements


"πŸ₯‡ $LEU: Centrus Energy sole US HALEU producer set to process plutonium at Ohio plant. $1B DOE contract +263% YTD +2% after-hours despite -XXX% today ($377.01). Juicy dips $XXX for 30%+ upside #HALEU"  
[X Link](https://x.com/HhIslandBliss/status/1980813525007335588) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:48Z XXX followers, XXX engagements


"5 $CCJ: Uranium giant XX% Westinghouse stake for fuel processing. +64% YTD -XXX% today ($82.77). Long-term contracts & AI demand drive $XXX target. Less direct but solid. #Uranium #NuclearRenaissance"  
[X Link](https://x.com/HhIslandBliss/status/1980813532997230953) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:48Z XXX followers, XXX engagements


"$VRT earnings pre-bell TOMORROW AI data center leader +120% YTD to crush $XXXX EPS $2.56B rev. Im holding shares tightbeats ahead πŸ‘‡ #VRT #Earnings #AI"  
[X Link](https://x.com/HhIslandBliss/status/1980819220263748053) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T02:11Z XXX followers, XXX engagements


"$LITM is heating up as a strategic play in critical minerals With US-China tensions driving demand for North American lithium & uranium Snow Lakes Manitoba project boasts monstrous deposits. Low float (7M) + high short interest (20%) = squeeze potential. #Lithium #Uranium"  
[X Link](https://x.com/HhIslandBliss/status/1981253844257362387) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-23T06:58Z XXX followers, XXX engagements


"NioCorp $NB is primed for production: Pentagon funds Lockheed Martin collab for scandium alloys in fighter jets TODAY. EXIM financing advancing fastgovt backing de-risks Elk Creek. Just waiting on the green light. Break ground soon πŸš€ #CriticalMinerals @NioCorp"  
[X Link](https://x.com/HhIslandBliss/status/1981350458145829067) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-23T13:22Z XXX followers, XXX engagements


"Bullish Case for $AA: Alcoa Poised for Gains from US-Australia Critical Minerals Framework Alcoa Corporation $aa closed at $XXXXX on Oct XX 2025 down XXXX% that day amid broader market choppiness with shares trading around $XXXXX in early Oct XX action (up XXXX% intraday). The stock has climbed XX% over the past month reflecting aluminum sector resilience but the Oct XX US-Australia Critical Minerals Framework introduces fresh upside. This $8.5B agreement prioritizes Alcoas gallium project in Western Australia targeting XX% of global supply and de-risking execution with government backing."  
[X Link](https://x.com/HhIslandBliss/status/1980612591228457098) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T12:30Z XXX followers, XXX engagements


"🚨 US DOE to supply nuclear firms with Cold War plutonium for HALEU slashing reliance on Russian uranium βš› Top stocks to watch as this fuels the nuclear renaissance πŸ“ˆ Thread with details πŸ‘‡ #NuclearEnergy #Investing"  
[X Link](https://x.com/HhIslandBliss/status/1980813523166068995) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T01:48Z XXX followers, XXX engagements


"Drill results & partnerships could ignite this. With a tiny market cap ($30M) LITMs upside mirrors early $CRML runs. Long-term: 10x potential if supply shortages hit. Watch volume spikes #SmallCap"  
[X Link](https://x.com/HhIslandBliss/status/1981253848397177153) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-23T06:58Z XXX followers, XXX engagements


"Potential Strategy: Buy dips near $X target $X (short-term) or $10+ (breakout). Stop below $XXXX. Earnings/news pending$LITM could be the next big mineral play"  
[X Link](https://x.com/HhIslandBliss/status/1981253850041405629) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-23T06:58Z XXX followers, XX engagements


"UURAF oversold AFdown XX% yesterday on zero company news but Q4 catalysts are LOADED: Raymond James Outperform w/ C$14.50 PT (150% upside) DoD-funded LA plant groundbreaking soon 10-yr Tanbreez offtake w/$CRML for heavy REEs. RapidSX crushes China monopoly. Buy the fear πŸš€ #RareEarths #CriticalMinerals"  
[X Link](https://x.com/HhIslandBliss/status/1981351557581959236) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-23T13:26Z XXX followers, XXX engagements


"$uuraf Raymond James Initiates UCORE RARE METALS With Buy Rating Announces Target Price $XXXXX @ucore #criticalminerals"  
[X Link](https://x.com/HhIslandBliss/status/1981551831072309670) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-24T02:42Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@HhIslandBliss Avatar @HhIslandBliss HiltonHead🏝️

HiltonHead🏝️ posts on X about $oklo, $ccj, $bwxt, $ltbr the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXX +430%

Mentions: XX #

Mentions Line Chart

  • X Week XXX +58%
  • X Month XXX +175%

Followers: XXX #

Followers Line Chart

  • X Week XXX +6.60%
  • X Month XXX +86%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% exchanges XXXX% technology brands XXXX%

Social topic influence $oklo #120, $ccj #29, $bwxt #10, $ltbr #9, $vrt #111, $uuuu #77, $500m #144, china 3.77%, $leu #41, $crml #44

Top accounts mentioned or mentioned by @criticalmet @vinny_lupis @vinnylupis @ucore @tonysage7237 @niocorp @jawnzilla @alcoa @grok @kittyca64935054 @infleqtion @vistracorp @lightbridgecorp @nypdnews @newyorker @newyorkstateag @nfl @oufootball @nflonfox @buldakcrypto

Top assets mentioned Oklo Inc. (OKLO) Cameco Corporation (CCJ) BWX Technologies, Inc. (BWXT) Vertiv Holdings Co (VRT) Energy Fuels Inc. (UUUU) Centrus Energy Corp. (LEU) Critical Metals Corp. Ordinary Shares (CRML) Vistra, Corp. (VST) Cipher Mining Inc. Common Stock (CIFR) IREN Limited (IREN) MP Materials Corp. (MP) A3S Protocol (AA) Hundred Million (100M) NuScale Power Corporation (SMR) Netflix Inc (NFLX) Bitfarms Ltd. (BITF) Bitcoin (BTC) Rio Tinto plc (RIO) Tempus AI, Inc. Class A Common Stock (TEM) Galaxy Digital Inc. (GLXY)

Top Social Posts #


Top posts by engagements in the last XX hours

"$NFLX at $1144 Steal of the century Ad-tier surging live events (NFL + Simpsons) killing it 300M+ subs globally. Q3 miss Just noiseBrazil tax hiccup wont stop this beast. Buying this dip like its 2019 πŸš€ #NFLX #BuyTheDip"
X Link @HhIslandBliss 2025-10-22T13:07Z XXX followers, XXX engagements

"🌞 $CCJ shines bright with a XX% surge TODAY after securing a 10-year U.S. DoE contract worth $500M announced Oct XX Bullish on Camecos uranium dominancefueling nuclear renaissance with 30M lbs/year capacity. Nuclear energys comeback is here ☒ #Uranium"
X Link @HhIslandBliss 2025-10-14T02:18Z XXX followers, 1244 engagements

"πŸš€ $BITF streak hits ATH on AI pivot & $350M financing CFO transition to energy vet Jonathan Mir fuels HPC/data center ramp amid Bitcoin boom. Trumps China walk-back U.S.-focused Bitfarms crushes$10+ incoming ⚑ #BitcoinMining #BITF #AIInfrastructure"
X Link @HhIslandBliss 2025-10-14T19:34Z XXX followers, XXX engagements

"Markets gasping for a breathernuclear energy critical minerals miners the whole queens gambit looking sketchy AF. Stay safe out there traders $iren $bwxt $ccj $uuuu $crml #MarketMayhem"
X Link @HhIslandBliss 2025-10-15T16:17Z XXX followers, XXX engagements

"From the Island Portfolio Charging into the Nuclear Age πŸ’₯Riding the uranium surge REE revolution & AI power boom: $OKLO $LEU $CRML $CIFRW $NIOBW $UURAF $LTBR $IREN $UUUU $BWXT $CCJ $VRT $VST. From fuel to infra this stacks primed for 2-3x by XX. Conviction holds through dips. πŸ’₯Thread: Q4 catalysts below. #NuclearRenaissance #AIenergy #InvestLikeDawn"
X Link @HhIslandBliss 2025-10-18T23:28Z XXX followers, XXX engagements

"πŸ‘‰ $BWXT Nuclear Backbone 🏝Q4 XX catalysts: Kinectrics acquisition closes; $100M A.O.T. integration boosts medical isotopes $1.5B DOE uranium enrichment contract ramps (NNSA defense) Q3 earnings: Double-digit rev growth on SMR components backlog Medical radioisotopes scale; space reactor pilots w/ NASA $6B backlog = mid-teens EPS XX. #DefenseNuclear"
X Link @HhIslandBliss 2025-10-18T23:28Z XXX followers, XX engagements

"πŸ‘‰ $CCJ Uranium Anchor 🏝Q4 XX catalysts: Q3 earnings Nov 5: $744M rev est. (20% YoY) on higher volumes/prices Inkai production resumes Jan 25; 2025 plans w/ Kazatomprom firm up Westinghouse AP1000 deals in Poland/Bulgaria (12GW potential) Long-term contracting surge: $2B XX rev guide Global fuel cycle king $XX PT avg. #UraniumLeader"
X Link @HhIslandBliss 2025-10-18T23:28Z XXX followers, XX engagements

"$CCJ (Cameco): Kicks off the chain by mining uranium ore the raw material for nuclear fuel. Their supply feeds the entire cycle enabling clean energy for AI data centers. βš’πŸŒ #Uranium #Nuclear"
X Link @HhIslandBliss 2025-10-20T03:14Z XXX followers, XXX engagements

"$LTBR (Lightbridge): Designs innovative metallic fuels for safer efficient reactors. Partners with OKLO for co-located fuel fabrication and waste recycling. πŸ”¬ #AdvancedFuel #NuclearInnovation"
X Link @HhIslandBliss 2025-10-20T03:14Z XXX followers, XXX engagements

"$BWXT (BWX Technologies): Builds reactor components and fuel assemblies for SMRs. Integrates LEU and LTBRs fuels into systems for OKLO and others. πŸ›  #SMR #NuclearTech"
X Link @HhIslandBliss 2025-10-20T03:14Z XXX followers, XX engagements

"$CIFR (Cipher Mining): Builds large-scale data centers for AI/HPC and crypto leveraging nuclear energy for high-density power needs. πŸ’ͺ #DataCenters #NuclearEnergy"
X Link @HhIslandBliss 2025-10-20T03:14Z XXX followers, XXX engagements

"πŸ‘‰ From the $CCJ mines to $CIFR AI data centers this chain delivers clean reliable power for the future. Synergies like $LTBR-$OKLO MOUs and nuclear grids fuel growth πŸš€ #Nuclear #AI #CleanEnergy"
X Link @HhIslandBliss 2025-10-20T03:14Z XXX followers, XXX engagements

"πŸ‘‰ $SMRs edge First NRC-approved SMR design (77MW) beating rivals like Oklo by years. Pair that with a $500M ATM offering and a $605M Fluor stake saleliquiditys flowing. AI data centers need this 24/7 power. Bull run incoming"
X Link @HhIslandBliss 2025-10-20T10:57Z XXX followers, XX engagements

"The nuclear fuel supply chain is powering the AI revolution πŸš€ Companies like $CCJ $LEU $LTBR $BWXT $OKLO $VST $VRT $SMR $IREN and $CIFR work together to deliver clean scalable energy. Heres how they connect: 🧡 #Nuclear #AI #CleanEnergy"
X Link @HhIslandBliss 2025-10-20T11:38Z XXX followers, XXX engagements

"πŸ‘‰ $CCJ (Cameco): Kicks off the chain by mining uranium ore the raw material for nuclear fuel. Their supply feeds the entire cycle enabling clean energy for AI data centers. βš’πŸŒ #Uranium #Nuclear"
X Link @HhIslandBliss 2025-10-20T11:39Z XXX followers, XXX engagements

"πŸ‘‰ $LTBR (Lightbridge): Designs innovative metallic fuels for safer efficient reactors. Partners with OKLO for co-located fuel fabrication and waste recycling. πŸ”¬ #AdvancedFuel #NuclearInnovation"
X Link @HhIslandBliss 2025-10-20T11:39Z XXX followers, XXX engagements

"πŸ‘‰ $BWXT (BWX Technologies): Builds reactor components and fuel assemblies for SMRs. Integrates LEU and LTBRs fuels into systems for OKLO and others. πŸ›  #SMR #NuclearTech"
X Link @HhIslandBliss 2025-10-20T11:39Z XXX followers, XX engagements

"πŸ‘‰ $VST (Vistra): Operates nuclear plants using enriched fuel to generate clean electricity for grids that power data centers and more. ⚑🌐 #NuclearPower #Energy"
X Link @HhIslandBliss 2025-10-20T11:39Z XXX followers, XXX engagements

"πŸ‘‰ $VRT (Vertiv): Provides cooling and power systems for nuclear-powered data centers ensuring reliability for AI and HPC workloads. β„πŸ’» #DataCenters #Infrastructure"
X Link @HhIslandBliss 2025-10-20T11:39Z XXX followers, XX engagements

"πŸ‘‰ $CIFR (Cipher Mining): Builds large-scale data centers for AI/HPC and crypto leveraging nuclear energy for high-density power needs. πŸ’ͺ #DataCenters #NuclearEnergy"
X Link @HhIslandBliss 2025-10-20T11:39Z XXX followers, XXX engagements

"πŸ‘‰ $SMR (NuScale) deploys NRC-certified SMRs (up to XXX MW) powering Amazons XXX MW data center and Army bases. It pairs BWXT components with LEU fuel for scalable clean energy #SMR #Nuclear #AI"
X Link @HhIslandBliss 2025-10-20T11:39Z XXX followers, XXX engagements

"$BLBX low float magic: 1.5M shares mean volume = volatility Oct XX LOI news Instant XX% pop shares hit $XXXXX high. Post-merger (Q4 XX close) REalloys Ohio plant cranks rare earth magnets for DoD/DoE. No dilution just explosive upside. Shorts sweating πŸ’₯ #Squeeze"
X Link @HhIslandBliss 2025-10-20T12:46Z XXX followers, XXX engagements

"Offtake jackpot: REalloys fresh LOI (Oct 13) secures 10-YR deal for XX% Tanbreez heavy REEsworlds top deposit in Greenland. Locked revenue for NA mine-to-magnet chain Ties to CRMLs $35M raise. $BLBX: Pivoting from fintech to REE powerhouse. #Offtake #BLBX #CRML"
X Link @HhIslandBliss 2025-10-20T12:46Z XXX followers, XXX engagements

"@Buldak_Crypto Going to be πŸ”₯"
X Link @HhIslandBliss 2025-10-20T12:49Z XXX followers, XX engagements

"πŸ‘‰ TRUMP-AUSTRALIA DEAL = MPs Golden Ticket Oct XX bombshell: Trump & PM Albanese ink $8.5B framework for REE/critical mineralsUS invests in Aussie processing cuts permitting maps resources to crush Chinas XX% stranglehold. Trump: Well have so much REE you wont know what to do. China fired back but its too lateWests diversifying FAST. MP Wins Big: As the ONLY US REE miner (Mountain Pass: XX% global supply ramping to 20%) MPs primed for offtakes/joint ventures Down Under. Recent DoD $400M for MPs magnet plant This deal supercharges itexpect Aussie REE feedstocks flowing to MPs Texas facility."
X Link @HhIslandBliss 2025-10-21T12:11Z XXX followers, XX engagements

"πŸ‘‰ CHINA CURBS = TAILWIND TSUNAMI Beijings Oct export bans on NdPr/Dy (up XX% YTD) + Trumps XXX% tariff threat = REE prices exploding ($120+/kg NdPr). MPs Q2 NdPr sales: $58M (up XX% YoY) full-year guide $200M+margins 40%+ on separation ramp. Geopolitics: Trumps America First EO mandates domestic sourcingMPs IRA-eligible DoD-backed (F-35 magnets EV batteries). No more China risk: MPs vertical integration (mine-to-magnet by 2026) = moat"
X Link @HhIslandBliss 2025-10-21T12:11Z XXX followers, XX engagements

"πŸ‘‰ DE-RISKS & VALUATION Screaming Undervalued Balance Sheet: $1.5B cash no debt$500M buyback authorized. ESG: Zero-discharge ops community gold. Risks China dumping (unlikely w/ bans) but MPs low-cost ($20/kg AISC) crushes peers. Valuation: 15x 2026 EV/EBITDA (vs. Lynas 20x)mcap $14B but production scale to $1B rev = $30B potential. Consensus PT $XX (outdated)bulls eye $XXX on full ramp"
X Link @HhIslandBliss 2025-10-21T12:11Z XXX followers, XX engagements

"πŸ‘‰ THE MOONSHOT $MPs the REE proxy for Trumps masterplandeal seals US-Aus dominance chart confirms upside. From $XX XX% to $XXX by year-end 3x long-term on magnets boom. DYOR NFAbut whos averaging in pre-earnings Drop PTs below. #EV #Defense $MP @MPMaterials"
X Link @HhIslandBliss 2025-10-21T12:11Z XXX followers, XXX engagements

"πŸ‘‰ Broader Catalysts Uranium Synergies and Policy Alignment $UUUU uranium arm adds resilience: Ramping to 4-6M lbs/year by 2026 amid nuclear demand. The frameworks permitting reforms could fast-track US expansions while DoD priorities (e.g. $1B stockpiles) favor $UUUUs defense-grade outputs. $700M convertible notes (Oct 2025) provide runway; earnings Oct XX may highlight Donald progress"
X Link @HhIslandBliss 2025-10-21T12:23Z XXX followers, XXX engagements

"πŸ‘‰ Valuation and Risks Attractive Setup with Upside At $XXXXX $UUUU trades at 35x forward sales but 2026 revenue potential ($500M+) from REEs/uranium suggests undervaluation vs. peers (e.g. $MP Materials at 15x EV/EBITDA). Cash: $100M debt-free. Analyst targets average $XXXXX (outdated pre-framework); bulls see $30+ on ramp-up. Risks include execution delays and REE price volatility but dual assets mitigate"
X Link @HhIslandBliss 2025-10-21T12:23Z XXX followers, XXX engagements

"πŸ‘‰ Framework Highlights Alcoas Gallium Project Front and Center The US-Australia deal commits $3B+ in initial investments focusing on #REEs and strategic metals like gallium for semiconductors and defense. Alcoas proposed 100-ton/year gallium refinery co-located at its Pinjarra alumina refinery in WA is a flagship initiativeproviding up to XX% of global gallium (essential for AI chips and LEDs). Feasibility studies (announced Aug 2025) advance via a US-Australia-Japan JV with Alcoa operating; this trilateral push reduces China dependency (90%+ of global supply)"
X Link @HhIslandBliss 2025-10-21T12:30Z XXX followers, XX engagements

"πŸ‘‰ Government Funding De-Risks Execution Australia pledges up to A$200M ($130M USD) in equity with US equity investment and EXIM financing ($2.2B letters of interest) accelerating construction. Total capex A$500M but government stakes (via special purpose vehicle) lower Alcoas burden while ensuring priority permitting. Gallium prices have risen XX% YTD on supply fears; Alcoas output could add $50M+ annual EBITDA at scale (2027 online)"
X Link @HhIslandBliss 2025-10-21T12:30Z XXX followers, XX engagements

"πŸ‘‰ Alcoas Strategic Positioning Bauxite to Gallium Integration As the worlds largest bauxite producer (60M+ tons/year) Alcoa extracts #gallium as a by-product from alumina refiningits WA assets (Pinjarra Wagerup) yield X% of global supply potential. The JV with Japans Sojitz (Aug 2025) and now US backing creates a seamless supply chain for allies aligning with AUKUS and IRA incentives. This diversifies beyond aluminum (80% revenue) boosting margins in a high-demand metal (semis solar panels)"
X Link @HhIslandBliss 2025-10-21T12:30Z XXX followers, XX engagements

"πŸ‘‰ Market Tailwinds Gallium Demand Surge Global gallium shortages (from China curbs) have spiked prices to $500+/kg; demand for AI/5G chips projects XX% CAGR through 2030. Alcoas project fills a XX% supply gap with DoD stockpiling priorities adding urgency. Shares popped XXXX% on Oct XX open in Australia (ASX: AAI) signaling spillover to NYSE"
X Link @HhIslandBliss 2025-10-21T12:30Z XXX followers, XX engagements

"πŸ‘‰ Valuation and Catalysts Upside Potential At $XXXXX $AA trades at 6.5x forward EV/EBITDA (below peers like Rio Tinto at 5x) with $500M+ cash buffer post-Q2 2025 ($3B rev $164M net income). Near-term: Q3 earnings Nov X may update gallium progress. Analysts avg PT $XX (25% upside); bull case to $50+ on FID (Q1 2026). Risks: Aluminum price volatility (-5% YTD) and project delays but framework mitigates"
X Link @HhIslandBliss 2025-10-21T12:30Z XXX followers, XX engagements

"πŸ‘‰ Outlook The US-Australia framework cements Alcoas role in critical minerals security potentially adding 5-10% to EBITDA long-term. From $XXXXX breaking $XX targets $XX near-term. Watch for JV updates. DYOR; not advice. #Mining $AA @Alcoa"
X Link @HhIslandBliss 2025-10-21T12:30Z XXX followers, XX engagements

"The Moat Worlds Largest Clinical/Molecular Data Library $TEM walled garden of de-identified patient data (millions of records) is unbeatable: Fuels AI like Tempus One/Next for real-time insights enabling 99%+ accuracy in oncology trials. Competitors cant match this scaleits a flywheel for licensing (Data & Services +35.7% to high-margin rev). FDA clearance for xR RNA NGS (Sep 22) + ARPA-H CRO selection (Oct 9) lock in defensibility. Wide moat = sustained edges in precision med per analysts"
X Link @HhIslandBliss 2025-10-21T13:07Z XXX followers, XX engagements

"Catalysts Stacked FDA Partnerships & AI Tailwinds Q3 earnings Nov 4: Expect continued genomics ramp + MRD reimbursement tailwinds (end-2025). New pacts like Whitehawk (Oct 16) for oncology R&D + Ambry integration boost hereditary testing. AI boom: TEMs liquid biopsy (xM launch) + AI tools in 50%+ of workflows = XX% ASP uplift by YE. Guggenheim PT hike to $XX (Sep 26) underscores; consensus $XXXXX lags reality"
X Link @HhIslandBliss 2025-10-21T13:07Z XXX followers, XX engagements

"πŸš€ $GLXY: Galaxy Digital Just Dropped a Q3 Nuke $505M Net Income & Record Volumes Signal Moonshot Ahead $GLXY exploding +10% premarket to $XXXXX after Q3 earnings demolition: $505M net income ($1.01 EPS) $629M adj EBITDA (up XXX% QoQ) rev $29.2M crushing estimates. Trading volumes +140% (incl. 80K BTC client sale) assets on platform $17B ATH. This isnt hypeits institutional crypto dominance + AI data center rocket fuel. Thread: Why load up now. #Crypto #GLXY πŸ”₯"
X Link @HhIslandBliss 2025-10-21T13:32Z XXX followers, XXX engagements

"Good afternoon to do some shopping $crmlw $crml $vrt $vst $leu $ltbr $uuraf $bwxt $mp $ccj $uuuu $unh $oklo"
X Link @HhIslandBliss 2025-10-21T18:33Z XXX followers, XXX engagements

"@grok @JacobusOtlohs @stocktalkweekly Sweet: holding bwxt thats a damn beauty"
X Link @HhIslandBliss 2025-10-22T01:35Z XXX followers, XX engagements

"@kittyca64935054 @Alcoa Will be waiting got VRT first thing in the am"
X Link @HhIslandBliss 2025-10-22T01:56Z XXX followers, XX engagements

"$VRT earnings alert AI data center boom = Vertivs rocket fuel. Analysts forecast 25%+ YoY rev growth to $2.6B EPS $X. Hyperscalers cant get enough cooling/power infra. This dip Your entry. Loading upskys the limit πŸ“ˆ #VRT #AI #EarningsSzn"
X Link @HhIslandBliss 2025-10-22T11:08Z XXX followers, XXX engagements

"Recent GUE acquisition adds US uranium mining & enrichmentperfect timing as nuclear demand soars for AI & clean energy. Snow Lakes high-grade lithium could fuel the EV boom. Current support at $X eyeing $6$10+ on catalysts. #CriticalMinerals"
X Link @HhIslandBliss 2025-10-23T06:58Z XXX followers, XX engagements

"$VRT exploding on Nvidia AI factory collab + wave of upgrades: $JPM $XXX DB $XXX #Citi $XXX New CFO juices data center growth. Core AI infra playup XXX% YTD backlog surging. Buy the dip before Oct XX earnings #AI #NVDA"
X Link @HhIslandBliss 2025-10-15T20:36Z XXX followers, XXX engagements

"Bullish Case for $MP: MP Materials The REE Kingpin Riding Trumps Anti-China Wave to New Highs πŸš€ $MP just closed at $XXXXX (+2.61% Oct 20) flirting with that pivotal $82-83 resistance after a XX% pullback from its Oct XX ATH of $XXXXXX. Chart screams bullish: Gap fill from the Sep rally complete RSI rebounding from oversold (now 55+) MACD crossing golden and volume surging on the Trump-Australia deal news. This isnt a dead cat bounceits coiling for $90+ breakout by earnings (Nov 6). With the US-Aus pact unlocking $8.5B in critical minerals projects $MP (Americas sole REE producer) is ground"
X Link @HhIslandBliss 2025-10-21T12:11Z XXX followers, XXX engagements

"πŸ‘‰ US-Australia Framework Direct Tailwind for $UUUU Australian Assets The framework commits the US and Australia to $3B+ in investments over six months unlocking up to $8.5B in projects for mining processing and supply chain security. It emphasizes REEs for defense and tech with tools like EXIM financing ($2.2B letters of interest) and streamlined permitting. $UUUUs XX% stake in the Donald Project (Victoria Australia) a shovel-ready REE and mineral sands site aligns perfectly targeting monazite/xenotime feed for US processing. Final approvals cleared in June 2025; FID possible by year-end"
X Link @HhIslandBliss 2025-10-21T12:23Z XXX followers, XXX engagements

"$GSIT THREAD: Buckle up traders GSIT just got VALIDATED by Cornells peer studyGemini-I APU matches GPU speed with XX% LESS power Edge AIs next king This is the AI efficiency revolution. Lets break it down. πŸ’ŽπŸ™Œ #GSIT #AIDipBuy #Semis"
X Link @HhIslandBliss 2025-10-22T00:24Z XXX followers, XXX engagements

"πŸ₯ˆ $BWXT: Nuclear fuel & Navy reactor leader expanding HALEU production. $6B backlog XX% govt revenue. +78% YTD -XXX% today ($205.24) +0.5% after-hours. Stable play add $XXX. #NuclearPower"
X Link @HhIslandBliss 2025-10-22T01:48Z XXX followers, XX engagements

"πŸ₯‰ $OKLO: SMRs for AI data centers needs HALEU. Partners w/ LTBR for fuel. +700% YTD +2.1% today ($20). Pre-revenue but DOE-backed ($15M). Speculative rocket buy pullbacks πŸš€ #CleanEnergy"
X Link @HhIslandBliss 2025-10-22T01:48Z XXX followers, XXX engagements

"4 $LTBR: Lightbridge Fuel innovator adaptable to plutonium. Oklo partner INL testing ongoing. +139% YTD -XXXX% today ($23.27) +1% after-hours. High risk/reward watch Nov X earnings #NuclearFuel"
X Link @HhIslandBliss 2025-10-22T01:48Z XXX followers, XXX engagements

"US offers nuclear energy companies access to weapons-grade plutonium $bwxt $leu $ccj"
X Link @HhIslandBliss 2025-10-22T01:53Z XXX followers, XXX engagements

"The nuclear fuel supply chain is powering the AI revolution πŸš€ Companies like $CCJ $LEU $LTBR $BWXT $OKLO $VST $VRT $IREN and $CIFR work together to deliver clean scalable energy. Heres how they connect: 🧡 #Nuclear #AI #CleanEnergy"
X Link @HhIslandBliss 2025-10-20T03:14Z XXX followers, XXX engagements

"Bullish Case for $UUUU: Energy Fuels Positioned for Gains from US-Australia Critical Minerals Framework Energy Fuels Inc. $UUUU closed at $XXXXX on Oct XX 2025 up XXXX% from the prior session with shares trading around $XXXXX in early Oct XX action. The stock has risen over XX% in October amid broader sector momentum supported by rising uranium prices ($80/lb) and rare earth element (REE) supply concerns. The recent US-Australia Critical Minerals Framework signed Oct XX enhances $UUUUs outlook through its Australian joint ventures and US processing capabilities. This agreement targets"
X Link @HhIslandBliss 2025-10-21T12:23Z XXX followers, XXX engagements

"πŸ₯‡ $LEU: Centrus Energy sole US HALEU producer set to process plutonium at Ohio plant. $1B DOE contract +263% YTD +2% after-hours despite -XXX% today ($377.01). Juicy dips $XXX for 30%+ upside #HALEU"
X Link @HhIslandBliss 2025-10-22T01:48Z XXX followers, XXX engagements

"5 $CCJ: Uranium giant XX% Westinghouse stake for fuel processing. +64% YTD -XXX% today ($82.77). Long-term contracts & AI demand drive $XXX target. Less direct but solid. #Uranium #NuclearRenaissance"
X Link @HhIslandBliss 2025-10-22T01:48Z XXX followers, XXX engagements

"$VRT earnings pre-bell TOMORROW AI data center leader +120% YTD to crush $XXXX EPS $2.56B rev. Im holding shares tightbeats ahead πŸ‘‡ #VRT #Earnings #AI"
X Link @HhIslandBliss 2025-10-22T02:11Z XXX followers, XXX engagements

"$LITM is heating up as a strategic play in critical minerals With US-China tensions driving demand for North American lithium & uranium Snow Lakes Manitoba project boasts monstrous deposits. Low float (7M) + high short interest (20%) = squeeze potential. #Lithium #Uranium"
X Link @HhIslandBliss 2025-10-23T06:58Z XXX followers, XXX engagements

"NioCorp $NB is primed for production: Pentagon funds Lockheed Martin collab for scandium alloys in fighter jets TODAY. EXIM financing advancing fastgovt backing de-risks Elk Creek. Just waiting on the green light. Break ground soon πŸš€ #CriticalMinerals @NioCorp"
X Link @HhIslandBliss 2025-10-23T13:22Z XXX followers, XXX engagements

"Bullish Case for $AA: Alcoa Poised for Gains from US-Australia Critical Minerals Framework Alcoa Corporation $aa closed at $XXXXX on Oct XX 2025 down XXXX% that day amid broader market choppiness with shares trading around $XXXXX in early Oct XX action (up XXXX% intraday). The stock has climbed XX% over the past month reflecting aluminum sector resilience but the Oct XX US-Australia Critical Minerals Framework introduces fresh upside. This $8.5B agreement prioritizes Alcoas gallium project in Western Australia targeting XX% of global supply and de-risking execution with government backing."
X Link @HhIslandBliss 2025-10-21T12:30Z XXX followers, XXX engagements

"🚨 US DOE to supply nuclear firms with Cold War plutonium for HALEU slashing reliance on Russian uranium βš› Top stocks to watch as this fuels the nuclear renaissance πŸ“ˆ Thread with details πŸ‘‡ #NuclearEnergy #Investing"
X Link @HhIslandBliss 2025-10-22T01:48Z XXX followers, XXX engagements

"Drill results & partnerships could ignite this. With a tiny market cap ($30M) LITMs upside mirrors early $CRML runs. Long-term: 10x potential if supply shortages hit. Watch volume spikes #SmallCap"
X Link @HhIslandBliss 2025-10-23T06:58Z XXX followers, XXX engagements

"Potential Strategy: Buy dips near $X target $X (short-term) or $10+ (breakout). Stop below $XXXX. Earnings/news pending$LITM could be the next big mineral play"
X Link @HhIslandBliss 2025-10-23T06:58Z XXX followers, XX engagements

"UURAF oversold AFdown XX% yesterday on zero company news but Q4 catalysts are LOADED: Raymond James Outperform w/ C$14.50 PT (150% upside) DoD-funded LA plant groundbreaking soon 10-yr Tanbreez offtake w/$CRML for heavy REEs. RapidSX crushes China monopoly. Buy the fear πŸš€ #RareEarths #CriticalMinerals"
X Link @HhIslandBliss 2025-10-23T13:26Z XXX followers, XXX engagements

"$uuraf Raymond James Initiates UCORE RARE METALS With Buy Rating Announces Target Price $XXXXX @ucore #criticalminerals"
X Link @HhIslandBliss 2025-10-24T02:42Z XXX followers, XXX engagements

@HhIslandBliss
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