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[@ErezShapira](/creator/twitter/ErezShapira)
"The critical minerals agreement signed by President Trump and the Australian Prime Minister is set to supercharge the domestic US resource sector. Energy Fuels $UUUU isn't just positioned to benefitthey are the blueprint for this strategy. A thread. 🧵👇 1/ The Strategic Pact This agreement is a direct response to geopolitical realities aimed squarely at creating secure supply chains for minerals essential for defense and energy. The core objective: break the reliance on China by building a resilient Western mineral alliance. This is a declaration of resource independence. 2/ Why Energy Fuels"  
[X Link](https://x.com/ErezShapira/status/1980314609354707359) [@ErezShapira](/creator/x/ErezShapira) 2025-10-20T16:46Z XXX followers, 27.7K engagements


"The market's reaction to $GEV's Q3 earnings is a significant disconnect from reality. While the stock is under pressure the fundamentals are exceptionally strong. GE Vernova didn't just beat estimates; it crushed them. Revenue climbed XX% to $9.97B (vs. $9.16B est.) while organic revenue grew a staggering XX% obliterating the X% Street estimate. Adj. EPS also topped expectations. But the real story for long-term investors is the surge in future demand. Organic orders skyrocketed XX% to $14.6B expanding the total backlog by XX% to over $135B. This backlog provides clear revenue visibility and"  
[X Link](https://x.com/ErezShapira/status/1981063459174232260) [@ErezShapira](/creator/x/ErezShapira) 2025-10-22T18:21Z XXX followers, 4435 engagements


"JPMorgan has just unveiled a landmark $XXX Trillion Security & Resiliency Initiative a monumental 10-year plan to fortify America's most critical industries and strengthen national economic security. This initiative includes a powerful direct investment arm of up to $XX billion in equity to accelerate growth and innovation where it's needed most. The firm is targeting XX strategic sub-areas across four vital themes: 🏭 Supply Chain & Advanced Manufacturing: A major push to reshore key industries and secure vital materials. The focus is on everything from extracting critical minerals and"  
[X Link](https://x.com/ErezShapira/status/1977691910987735278) [@ErezShapira](/creator/x/ErezShapira) 2025-10-13T11:04Z XXX followers, 11.2K engagements


"🦉Breaking down the landmark U.S.-Australia strategic partnership. This is more than a headlineit's a masterclass in geopolitical and economic integration with massive implications for the sectors we watch closely. Heres my analysis of the three core pillars: 🌐 Pillar 1: Critical Minerals & Energy Dominance This new "Critical Minerals Framework" is a direct move to secure a Western-aligned supply chain. The joint $3B+ investment and funding for a new gallium refinery in Australia are game-changers. For investors this significantly de-risks the supply chain and provides a major tailwind for"  
[X Link](https://x.com/ErezShapira/status/1980344520270028970) [@ErezShapira](/creator/x/ErezShapira) 2025-10-20T18:45Z XXX followers, XXX engagements


"GE Vernova Q3 2025 Call: A Strategic Masterstroke with Prolec GE and an Emphatic Confirmation of the Gas Power Boom GE Vernovas $GEV third-quarter 2025 earnings call was a pivotal event. While the headline numbers were strong the subsequent analyst Q&A session provided the real narrative revealing a company solidifying its dominance in the grid space and managing the gas power super-cycle with a clear-eyed focus on long-term profitability. The Prolec GE "Home Run": Why the Deal is Bigger Than It Looks The Q&A illuminated that the Prolec GE acquisition is far more than a simple consolidation."  
[X Link](https://x.com/ErezShapira/status/1981071783827824974) [@ErezShapira](/creator/x/ErezShapira) 2025-10-22T18:54Z XXX followers, XXX engagements


"Mirion Technologies $MIR has built an exceptionally strong economic moat based on a few powerful interlocking advantages. In its critical markets of #nuclear power and radiation oncology the immense risk of failure creates punishingly high switching costs. Clients simply will not bet on cheaper unproven alternatives when safety is paramount leading to deep customer loyalty. This is reinforced by formidable regulatory barriers. Gaining the necessary certifications is a multi-year capital-intensive process that effectively deters new competition. Mirion leverages its vast installed base to"  
[X Link](https://x.com/ErezShapira/status/1975964630066639257) [@ErezShapira](/creator/x/ErezShapira) 2025-10-08T16:40Z XXX followers, XXX engagements


"$MIR 🦉When evaluating a long-term investment the central question isn't just "What does this company do" but rather "What prevents someone else from doing it better and cheaper" This is the essence of an economic moat. Some companies have moats worthy of a medieval castle complete with impenetrable walls and vigilant defenders. Others frankly are working with an inflatable kiddie pool with a slow leak. Today let's explore the formidable fortress that is Mirion Technologies. At first glance Mirions business of radiation detection and monitoring might seem niche. But it's within this niche"  
[X Link](https://x.com/ErezShapira/status/1974127389920637179) [@ErezShapira](/creator/x/ErezShapira) 2025-10-03T15:00Z XXX followers, XXX engagements


"🦉The Silex Story 🦘 $CCJ 🦍 In the world of deep technology breakthroughs often happen quietly before they change everything. This is the story of Silex Systems (ASX: $SILX OTCQX: $SLXFF) an Australian technology company that is on the verge of fundamentally reshaping a critical global industry: #nuclear fuel enrichment. For decades enriching #uranium has been a brute-force process spinning materials at supersonic speeds in massive centrifuge plants. It works but its energy-intensive and technologically stagnant. Silex decided to use a scalpel instead of a sledgehammer. Their proprietary"  
[X Link](https://x.com/ErezShapira/status/1976260698796687788) [@ErezShapira](/creator/x/ErezShapira) 2025-10-09T12:17Z XXX followers, 6758 engagements


"ASP Isotopes $ASPI released a significant business update today outlining two key strategic advancements with material implications for their #quantum materials and radiopharmaceutical divisions. First the company has secured its largest supply contract to date for enriched Silicon-28 with delivery to a U.S. customer scheduled for Q1 2026. This is a notable development as it validates the growing commercial demand for this critical material in quantum computing and advanced semiconductor applications. The contract effectively positions ASPI as an emerging pivotal supplier in the"  
[X Link](https://x.com/ErezShapira/status/1977712567876223473) [@ErezShapira](/creator/x/ErezShapira) 2025-10-13T12:26Z XXX followers, XXX engagements


"#uranium uptade - ASP Isotopes $ASPI Announces Major Public Offering to Raise $XXXXX Million Key Takeaway: Advanced materials and isotope producer ASP Isotopes Inc. (ASPI) has officially priced a significant underwritten public offering securing substantial capital to fund its future operations and growth. The Offering by the Numbers: ASP Isotopes announced it will issue 17167380 shares of its common stock. Gross Proceeds: The offering is expected to generate approximately $XXXXX million for the company before fees. Offering Price: This equates to a price of approximately $XXXXX per share. It"  
[X Link](https://x.com/ErezShapira/status/1978474246645965245) [@ErezShapira](/creator/x/ErezShapira) 2025-10-15T14:53Z XXX followers, XXX engagements


"$IBM Q3'25 Earnings Call Q&A Summary Here is the signal from the noise. Management (Arvind Krishna & Jim Kavanaugh) fielded questions with high confidence particularly around Free Cash Flow sustainability the Red Hat growth path and the true drivers of the AI-led margin expansion. X. On Free Cash Flow (FCF) Sustainability (Evercore ISI) The Question: The new $14B FCF guide is massive (implying XXX% conversion). Is this a one-time pull-forward or is this the new sustainable base The Answer (Management's Read): This is the new base. The $14B is "high quality high sustainable" and driven by"  
[X Link](https://x.com/ErezShapira/status/1981379887710576824) [@ErezShapira](/creator/x/ErezShapira) 2025-10-23T15:19Z XXX followers, XXX engagements