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[@HhIslandBliss](/creator/twitter/HhIslandBliss)
"From the Island Portfolio Charging into the Nuclear Age 💥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. 💥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


"🥇 $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


"$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. ⚒🌍 #Uranium #Nuclear"  
[X Link](https://x.com/HhIslandBliss/status/1980110305809035600) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


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


"👉 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 🚀 #Nuclear #AI #CleanEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1980110327120384038) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


"The nuclear fuel supply chain is powering the AI revolution 🚀 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


"👉 $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. ⚒🌍 #Uranium #Nuclear"  
[X Link](https://x.com/HhIslandBliss/status/1980237309275717879) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XXX engagements


"👉 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


"🥉 $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 🚀 #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


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


"🚀 $CCCX & @Infleqtion merge to bring quantum tech to the masses 💥 $1.8B valuation $540M+ in proceeds to fuel quantum computing & sensing innovation. Partnerships w/ DoD Microsoft & more Join the quantum revolution 🌐 grab warrants $cccxw #QuantumTech #SPAC #Infleqtion"  
[X Link](https://x.com/HhIslandBliss/status/1976707568983851269) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-10T17:53Z XXX followers, XXX engagements


"More on RapidSX perks: Its scalable and modular allowing easy expansion. Independent tests show its nearly 10X faster in separating REEs with lower operational expenses and unprecedented efficiency. A game-changer for US self-reliance"  
[X Link](https://x.com/HhIslandBliss/status/1977637128118165535) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-13T07:26Z XXX followers, XXX engagements


"Grant funding for Ucore: Theyve secured a massive $18.4M from the US DoD for commercial REE refining in Louisiana. Already received $3.35M of Phase X with $647K more coming. Plus $15M from Louisiana state and C$4.3M from Canada"  
[X Link](https://x.com/HhIslandBliss/status/1977637130240417969) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-13T07:26Z XXX followers, XXX engagements


"⚡ $VST is electrifying the AI boom Bullish on Vistras massive nuclear fleet & 41GW clean power push fueling data centers. Raised 2026 EBITDA to $6.8B+ & 200%+ YTD rocket This utilitys just getting started 🌟 #AIPower @VistraCorp"  
[X Link](https://x.com/HhIslandBliss/status/1977791790573912304) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-13T17:41Z 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, 1236 engagements


"🚨 Bullish on $APXCF Apex Critical Metals just scooped up additional REE mineral rights at the Elk Creek Rift Projectnow 3024 acres of high-potential ground w/ historical hits like 134m @ XXXX% TREO. Securing North America's critical metals future Count me inPhase I drilling incoming #REE #criticalminerlas"  
[X Link](https://x.com/HhIslandBliss/status/1978021492286767295) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-14T08:54Z XXX followers, XXX engagements


"🔥 $CCJ surges $3+ premarket to $97+Trumps $15B NY Times libel bomb ignites nuclear Trump Trade Q2 crushed with $877M rev (50% beat) Westinghouse fueling 2025 outlook amid Saskatchewan ops steady despite wildfires. Uranium ATHs next$100+ locked ☢ #Uranium #NuclearEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1978415127247355916) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-15T10:58Z XXX followers, XXX engagements


"🔥 Nuclear & critical minerals stocks are ON FIRE premarket $LEU $CCJ $URA $UUUU $bwxt $lac $cifr $iren $vst $ltbr rocket as AI demand & Trumps nuclear push fuel a uranium boom. Rare earths soar with Chinas export curbs. Todays a GREAT day for clean energy investors 🚀⚛ #NuclearPower #CriticalMinerals #nuclearenergy"  
[X Link](https://x.com/HhIslandBliss/status/1978445726926455094) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-15T12:59Z XXX followers, XXX engagements


"🌟 Morning dippers rejoice $LYSCF $LYSDY & $CRML just handed us a golden buying oppLynas crushed rare earths with dysprosium production ramp-up while Critical Metals surges on US govt whispers & Greenland goldmine potential. This dip Pure rocket fuel for the EV/tech boom. Loading upjoin the hunt #RareEarths #criticalminerals"  
[X Link](https://x.com/HhIslandBliss/status/1978473516568625307) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-15T14:50Z XXX followers, XXX engagements


"🚀 IONR Alert: Lithium Powerhouse Ignites Rhyolite Ridge just unlocked a XXX% lithium surgenow one of the richest deposits in the US backed by $996M DOE loan & federal green light. Construction kicks off 2025 powering 370K+ EVs annually. This is your EV boom entrydont miss the ride #criticalminerals #Lithium #EVRevolution ⛏🔋📈"  
[X Link](https://x.com/HhIslandBliss/status/1978475368890659094) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-15T14:57Z XXX followers, XX engagements


"👉 $LEU HALEU Heavyweight 🏝Q4 XX catalysts: Q3 earnings Nov 5: EPS beat streak (91% last Q) on Ohio plant ramp DOE $4B HALEU contracts flow as Russian ban bites (2028 deadline) MOU w/ Korea Hydro & POSCO for Piketon expansion investment Army SMR rollout boosts enrichment demand Uranium squeeze = XX% upside. #NuclearFuel #Doe #haleu"  
[X Link](https://x.com/HhIslandBliss/status/1979691142880084007) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-18T23:28Z XXX followers, XXX engagements


"👉 $CRML REE Rocket Fuel 🏝Q4 XX catalysts: #Tanbreez BFS submission to Greenland MLSA unlocks exploitation license Trump admin equity stake confirmation ($50M DPA grant conversion) REalloys 10-yr offtake deal ramps to production milestones #DoD $1B REE grants favor Tanbreez heavy elements (Dy/Tb) Govt greenlight = $30-40/share. #RareEarths #CriticalMinerals"  
[X Link](https://x.com/HhIslandBliss/status/1979691144620519887) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-18T23:28Z XXX followers, XXX engagements


"👉 $UURAF Separation Speedster 💥2x 🏝Q4 XX catalysts: EXIM grant/contract award XX% pop to $9-12 on #RapidSX milestone Bokan/LSMC Phase X rev visibility; heavy REE processing ramps DoD heavy REE push (Dy/Tb) via Tanbreez LOI supply MACD/Aroon bullish cross signals $XX breakout Processing kingpin double by April on tariffs. #REEs #exim #dod #refiner"  
[X Link](https://x.com/HhIslandBliss/status/1979691150421152041) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-18T23:28Z XXX followers, XXX engagements


"Cant wait. Next week Apple releases the updated Vision Pro with M5 along with MacBook Pro / iPad m5 versions: this creates a traders heaven. This guy (see video attached) had a version a year ago with updated specs it will be sick. Anyone interested in trading stocks should check out what the Vision Pro can do especially now. Imagine all windows all charts all news open and active at the same time surrounding you. #investing #avp #stocks #AppleVisionPro 👇👇👇🔥🔥🔥"  
[X Link](https://x.com/HhIslandBliss/status/1979752872020463958) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T03:34Z XXX followers, XXX engagements


"Project JANUS: Pentagons blueprint to nuke-proof US Army bases with microreactors by 2028. $OKLO & $BWXT could become absolute monsters powering the futureenergy independence = defense goldmine. Risks Reg hurdles. Bullish analysts say New Energy Leader. Whos loading up"  
[X Link](https://x.com/HhIslandBliss/status/1979936315970920863) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T15:42Z XXX followers, XXX engagements


"👉 $CIFR is explodingup 280%+ YTD to $XXXXX with $CIFRW warrants at $XXXX (exp Aug 2026). This isnt just BTC mining; its a hybrid AI powerhouse backed by Google. Black Pearl is live earnings loom Nov 6time to load up Lets break it down. Thread 👇 #Bitcoin #AI $CIFRW"  
[X Link](https://x.com/HhIslandBliss/status/1979943720054128809) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T16:12Z XXX followers, XXX engagements


"👉First the team: Cipher poached ex-Google data wizards like Adam (14+ yrs ops on 500MW sites) & Lucas (10 yrs engineering liquid-cooled supercomputers). Theyre scaling Black Pearl for BTC and AI GPUs99.999% uptime hyperscale efficiency. No wonder Googles betting big. $CIFR"  
[X Link](https://x.com/HhIslandBliss/status/1979943722428051624) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T16:12Z XXX followers, XXX engagements


"👉 Key Catalysts & WatchpointsWhy $CIFR Could Hit $25-30 by EOY: Black Pearl Phase I Complete: XXXX EH/s live (beat guidance) total hashrate XXXX EH/s. Phase II ramps to full 300MW by Q1 26crypto/AI beast mode. Q3 Earnings Nov 6: $79M rev est (83% YoY) BTC mined 1500-1800. HPC teases Gap-up city. Google-Backed Fluidstack Deal: 10-yr 168MW AI hosting ($3B rev up to $7B). Google underwrites $1.4B grabs XXX% stakede-risked goldmine. Watch: New tenant announcements (X buzz hints BIG one soon). #CIFR"  
[X Link](https://x.com/HhIslandBliss/status/1979943724986622206) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T16:12Z XXX followers, XXX engagements


"👉 Black Pearl = Game-Changer: 300MW Texas site (behind-the-meter renewables zero-cost power) mined XXX BTC in Sept alone. But its dual-use: Repurpose for AI tenants amid $400B demand. Pipeline XXX GW total. Ex-Google crew ensures flawless execution. $CIFR to the moon"  
[X Link](https://x.com/HhIslandBliss/status/1979943728078037038) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T16:12Z XXX followers, XXX engagements


"👉 Now $CIFRW Warrants: Pure leverage Strike $XXXXX (post-SPAC adjust) exp Aug 2026plenty of runway. At $XXXX intrinsic value + time premium screams upside. If $CIFR hits $XX EOY (Black Pearl deal + earnings pop) warrants could rocket to $15+ (60%+ gain). High-beta rocket fuel"  
[X Link](https://x.com/HhIslandBliss/status/1979943732683420097) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T16:12Z XXX followers, XXX engagements


"👉 Risks Texas energy regs BTC dips dilution from $1.1B notes. But Google skin-in-game + ops firepower = mitigated. Recent CFO transition (Ed Farrell out Greg Mumford in) signals cap markets push for AI scale. X chatter: No coincidences from CEO in Ann Arbor (Google HQ vibes). 👀 $CIFR $CIFRW"  
[X Link](https://x.com/HhIslandBliss/status/1979943734985797816) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T16:12Z XXX followers, XX engagements


"👉 Bottom line: $CIFRs not a minerits the AI infra pickaxe in cryptos gold rush. Black Pearl + Google magic = $300M+ AI rev by XX. Warrants amplify the ride. DYOR but this setups electric. $cifrw"  
[X Link](https://x.com/HhIslandBliss/status/1979943737171058914) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T16:12Z XXX followers, XXX engagements


"#MemeKing at it again. Just keeps getting better #nokings #trump #maga"  
[X Link](https://x.com/HhIslandBliss/status/1979989707229364485) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T19:15Z XXX followers, XXX engagements


"🚨 European Lithium (ASX:EUR/EULIF) update: 205M options ($0.08 strike) expire Nov XX 2025 Exercise by 5pm WST or lose value. New offer: $XXXXX options (same strike exp. Dec 2026) for AU/NZ holders. Needs AGM approval (Nov 26). #lithium #investing"  
[X Link](https://x.com/HhIslandBliss/status/1980060371684897091) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T23:55Z XXX followers, XXX engagements


"Option holders: Choose by Nov 14exercise EURO Options for shares (stock $XXXXX was $0.11) or hold for New Options (cheaper but risky if AGM votes no). Cant do both Contact EUR: +61 X 6181 9792. #EULIF #mining"  
[X Link](https://x.com/HhIslandBliss/status/1980060373316231518) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T23:55Z XXX followers, XXX engagements


"👥 Directors (Sage Day Zhernov Carter) want 41.7M New Options & may underwrite up to 51.3M each. Needs shareholder OK to avoid conflicts. Signals confidence in EURs lithium growth (Wolfsberg project). #EV #stocks"  
[X Link](https://x.com/HhIslandBliss/status/1980060375157809643) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T23:55Z XXX followers, XXX engagements


"For shareholders: No immediate dilution. AGM vote keyapproval keeps option holders engaged; rejection may hit sentiment. $410K raise if fully subscribed. Watch Nov XX Not financial advicetalk to your broker. #EUR #lithium"  
[X Link](https://x.com/HhIslandBliss/status/1980060376990450009) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-19T23:55Z 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. 🛠 #SMR #NuclearTech"  
[X Link](https://x.com/HhIslandBliss/status/1980110313698771246) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XX engagements


"$OKLO: Deploys next-gen small modular reactors (SMRs) using enriched uranium and LTBRs fuels. Collaborates with BWXT for components to power AI data centers. 🏭 #SMR #CleanPower"  
[X Link](https://x.com/HhIslandBliss/status/1980110316743668140) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XX engagements


"$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/1980110318928810374) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


"$VRT (Vertiv): Provides cooling and power systems for nuclear-powered data centers ensuring reliability for AI and HPC workloads. ❄💻 #DataCenters #Infrastructure"  
[X Link](https://x.com/HhIslandBliss/status/1980110320866578910) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XX engagements


"$IREN (Iris Energy): Runs data centers for AI and Bitcoin mining powered by XXX% renewable energy including nuclear from VSTs grid. Scalable and green 🌱 #AI #Bitcoin"  
[X Link](https://x.com/HhIslandBliss/status/1980110322779480448) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T03:14Z XXX followers, XXX engagements


"$SMR is blasting offup XXX% YTD to $XXXXX NuScales SMR tech powers AIs future and the charts screaming bullish. Earnings Nov X could spark a $60+ run. Lets dive in Thread 👇 #Nuclear #AI #NuclearPower #SMR"  
[X Link](https://x.com/HhIslandBliss/status/1980226754716574162) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T10:57Z XXX followers, XX engagements


"👉 $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


"👉 Key Catalysts & Watchpoints: Q3 Earnings Nov 6: $79M rev est XXX% YoY growth potential. Beat = $60+ gap. ENTRA1/TVA Deal: 6GW pipelinefirst steel by XX Fluor Sale: $605M unlocks value 15M shares out. Watch: New contracts AI hype. $SMR could double again"  
[X Link](https://x.com/HhIslandBliss/status/1980226759279960295) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T10:57Z XXX followers, XX engagements


"👉 Charts on fire: $SMR hit $XXXXX all-time high Oct XX up from $XXXXX YTD low. 1-year gain XXX% RSI rebounding MACD positivebulls are charging"  
[X Link](https://x.com/HhIslandBliss/status/1980226761456759010) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T10:57Z XXX followers, XX engagements


"👉 Partnerships galore: ENTRA1 Energy and TVA eye 6GW SMRs. Googles Kairos deal shows the trendAI needs nuclear. $SMRs XXXX% gross margins signal profitability ahead. Risk Execution delays but momentums strong"  
[X Link](https://x.com/HhIslandBliss/status/1980226763499470955) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T10:57Z XXX followers, XX engagements


"👉 $SMRs the nuclear pickaxe for AIs power hunger. $XXXXX today $60+ by EOY with earnings pop DYOR but this rockets fueled. Whats your target Drop it below 🚀📈 #CleanEnergy"  
[X Link](https://x.com/HhIslandBliss/status/1980226766485827857) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T10:57Z XXX followers, XXX engagements


"👉 $OKLO: Deploys next-gen small modular reactors (SMRs) using enriched uranium and LTBRs fuels. Collaborates with BWXT for components to power AI data centers. 🏭 #SMR #CleanPower"  
[X Link](https://x.com/HhIslandBliss/status/1980237319623094563) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XX engagements


"👉 $IREN (Iris Energy): Runs data centers for AI and Bitcoin mining powered by XXX% renewable energy including nuclear from VSTs grid. Scalable and green 🌱 #AI #Bitcoin"  
[X Link](https://x.com/HhIslandBliss/status/1980237327445393913) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T11:39Z XXX followers, XXX engagements


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


"👉 $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


"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/1980253580268331409) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T12:43Z 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 💥 #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


"Catalysts firing: Merger wraps Q4 25Blackbox holders snag XXX% of $400M beast. $2M financing done debt-free. Analysts: Strong Buy w/ $15+ targets (from $10.31). REE demand exploding (EVs F-35 jets). Tanbreez + Euclid facility = 3x revenue potential 🔋 #EV #BLBX"  
[X Link](https://x.com/HhIslandBliss/status/1980254333116506253) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T12:46Z XXX followers, XXX engagements


"$BLBXs tiny float + ironclad offtake = 3-5x by EOY. America First REE play amid China bans. DYOR but this screams BUY. PT $XX Drop yours 👇 Not advicetrade smart #RareEarths #Investing $BLBX"  
[X Link](https://x.com/HhIslandBliss/status/1980254334899097658) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-20T12:46Z XXX followers, XXX engagements


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


"👉 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


"👉 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


"👉 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


"👉 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


"👉 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


"👉 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


"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


"🚀 $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 🔥"  
[X Link](https://x.com/HhIslandBliss/status/1980628239274897483) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-21T13:32Z XXX followers, XXX 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


"👉 $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


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


"👉 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


"👉 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


"👉 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


"👉 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


"👉 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


"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


"$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. 💎🙌 #GSIT #AIDipBuy #Semis"  
[X Link](https://x.com/HhIslandBliss/status/1980792223160758577) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T00:24Z XXX followers, XXX 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


"$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 🚀 #NFLX #BuyTheDip"  
[X Link](https://x.com/HhIslandBliss/status/1980984247604371470) [@HhIslandBliss](/creator/x/HhIslandBliss) 2025-10-22T13:07Z XXX followers, XX 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


"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


"👉 $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


"👉 $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


"The nuclear fuel supply chain is powering the AI revolution 🚀 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 $MP: MP Materials The REE Kingpin Riding Trumps Anti-China Wave to New Highs 🚀 $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


"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


"👉 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


"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


"@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


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


"🥈 $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


"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


"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


"$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 📈 #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


"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