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[@FinanceMajor_23](/creator/twitter/FinanceMajor_23)
"Weekend Preview will be sent tomorrow morning at 9am est. here: What to expect: - $NKLR Radar Watch - $OSCR Valuation Update - $BWXT Valuation - Uranium Thematic Report - $OKLO Recap of events - Macro Review Much more as well Going to be a busy weekend"  
[X Link](https://x.com/FinanceMajor_23/status/1979328320299774446) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-17T23:27Z 1281 followers, XXX engagements


"Weekend Preview SENT Research releases accelerate on the weekends. This is our chance to get ahead Packed weekend uranium thematic report tonight $BWXT valuation portfolio updates $NKLR radar watch and tons more. Everything here:"  
[X Link](https://x.com/FinanceMajor_23/status/1979533674497384866) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-18T13:03Z 1281 followers, XXX engagements


"Report coming tomorrow on $URG. Some initial thoughts. We're seeing $URG as undervalued at current $XXXX price. $URG $XXXX price sits at XXXX NAV $XXXX fair while each $10/lb uranium above $XX drops $0.04/sh EPS on 400k lbpa at a $XXXX AISC unlocking a XX% rerating once the Q4-25 Lost Creek expansion permit is granted. Full Report tomorrow:"  
[X Link](https://x.com/FinanceMajor_23/status/1979541726223360331) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-18T13:35Z 1281 followers, XXX engagements


"$ASPI Valuation Updates. $ASPI 14-day HALEU runs flip inventory XXX faster than centrifuge XX % ROIC vs XX % peer avg; market still prices it like a science fair. Hyperscalers need XXX kg Yb-176 per XX MW quantum rack; ASPs contracted output = $XXX M slice by 2029 an embedded QC call the Street hasnt modeled. Available to everyone full valuation:"  
[X Link](https://x.com/FinanceMajor_23/status/1974459740362039407) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-04T13:01Z 1264 followers, 6360 engagements


"Tons of research coming surrounding the names on this list. Along with healthcare metals and BTC. Nuclear too of our list. $BWXT $LEU $ASPI $NNE expect heavier volume. Be here:"  
[X Link](https://x.com/FinanceMajor_23/status/1974958565816426623) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-05T22:03Z 1272 followers, 1264 engagements


"Thoughts on $NXE current situation. Fully-funded construction (US$565M net cash + green bond + Orano stream) means zero equity dilution and the XX% Canadian ITC adds US$390M NPV vaulting NAVPS to C$18.30 for XX% base-case upside. $NXE X B lb @ XXX g/t is the highest-grade undeveloped uranium resource globally and with Saskatchewan permits finalized and federal EA cancelled it offers the only near-term scalable source of Western-origin fuel as utilities race to replace Russian supply. Interesting no coverage initiation yet"  
[X Link](https://x.com/FinanceMajor_23/status/1975331362203742605) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-06T22:44Z 1258 followers, 1891 engagements


"Diving into some research around $UEC and $CCJ tonight. Something I found. Wyoming before 1980 had the largest known uranium ore reserves of any state in America. 1980 uranium prices crumble Jeffrey City in Wyoming losses XX% of it's population. Fast forward to 2020 one uranium mine left Smith Ranch-Highland mine owned by CAMECO $CCJ. TerraPower Natrium reactor project is located in Wyoming. TerraPower has a MOU with Uranium Energy $UEC to collaborate on domestic uranium fuel supply for Natrium. As we know $ASPI is handling the enrichment process for TerraPower. They were the only contender"  
[X Link](https://x.com/FinanceMajor_23/status/1976086207227437508) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-09T00:44Z 1271 followers, 1080 engagements


"Beat the sun up Weekends are for getting ahead Let's have a day. Tons of research coming this weekend including full $TMC thematic report. Tons of uranium and nuclear info. $ASPI x QLE x $SKBL connection report and much more as well Let's go:"  
[X Link](https://x.com/FinanceMajor_23/status/1976955374076150113) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-11T10:17Z 1273 followers, XXX engagements


"Weekend Preview SENT Big weekend Packed with value for our members. We've got a full $TMC thematic report $ASPI x QLE x $SKBL report $NUAI Outlook Report $AMGN Full Valuation and tons more Weekends are when we GET AHEAD Don't miss it:"  
[X Link](https://x.com/FinanceMajor_23/status/1976996707041751384) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-11T13:02Z 1274 followers, XXX engagements


"$ASPI Deep Dive into QLE and $SKBL SENT Very enjoyable research to do the main key detail here: This whole situation is incredibly favorable for $ASPI. This is available for everyone. Check it out:"  
[X Link](https://x.com/FinanceMajor_23/status/1977087555058401282) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-11T19:03Z 1272 followers, 5947 engagements


"Happy Sunday Let's have a day Some really great research coming out today. $TMC Thematic Report $AMGN Valuation $DNN Valuation Weekly Macro Forecast Plus our four full watchlists for Nuclear Healthcare $BTC related and Metals"  
[X Link](https://x.com/FinanceMajor_23/status/1977317252052795408) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-12T10:15Z 1258 followers, XXX engagements


"@sjletsgo Exactly remember there's strategy behind all of this. I expect phenomenal news in the coming months to completely negate the downside here. Watch for updates around not only $ASPI but QLE and $SKBL in the coming months"  
[X Link](https://x.com/FinanceMajor_23/status/1978225398753169593) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-14T22:24Z 1273 followers, XXX engagements


"TIPSHEET SENT Hot tickers this morning things to keep an eye on flow options ideas etc. Super value in this sheet. $NVDA $IREN $PLUG $SMR $RTGI and more mentioned. Full Sheet:"  
[X Link](https://x.com/FinanceMajor_23/status/1978431410571808892) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-15T12:03Z 1258 followers, XXX engagements


"MARKET RECAP SENT What a day huge mid-day selloff. $SPY $SMR $LEU big mornings $BTC stabilizing around $112k area. Full Read: (Available to all)"  
[X Link](https://x.com/FinanceMajor_23/status/1978582018536427713) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-15T22:01Z 1264 followers, XXX engagements


"Quick Market Brief SENT Super quick read $SCHW reports today. $TSM raised guidance. $CRM huge revenues extremely undervalued. Full Read:"  
[X Link](https://x.com/FinanceMajor_23/status/1978778137795199179) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-16T11:00Z 1274 followers, XXX engagements


"TIPSHEET SENT Top Mentions: $CRML $BITF $TSM $CIFR $RGTI $QBTS and more. Top trading firms see the same exact sheet every morning. Stop playing at a disadvantage. Full Sheet:"  
[X Link](https://x.com/FinanceMajor_23/status/1978793798529384656) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-16T12:03Z 1271 followers, XXX engagements


"$LLY Full Valuation Sent This name looking like an undervalued option in the healthcare space. Similar to the valuation around $UNH. Full Report:"  
[X Link](https://x.com/FinanceMajor_23/status/1978839097222529288) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-16T15:03Z 1274 followers, XXX engagements


"Nuclear Energy Sector Thematic Report coming tonight. Report sent here at 8pm est: Some key points from our research: The sectors XXXX % CAGR on $XXX bn spend implies $XXX tn FCF by 2035 a X equity re-rating at XX EBITDA. IRA PTC de-risks XX % of capex locking XXXX % probability-weighted IRR XXX bps above utility cost-of-equity. We cover XX nuclear related tickers. Including $ASPI $NNE $OKLO $LEU $UUUU $BE $EU and more on a regular basis"  
[X Link](https://x.com/FinanceMajor_23/status/1978956388161446146) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-16T22:49Z 1274 followers, XXX engagements


"@Ashcryptoreal 👀👀"  
[X Link](https://x.com/FinanceMajor_23/status/1978990748298100916) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-17T01:05Z 1264 followers, XX engagements


"TIPSHEET SENT Free Friday so everyone can view today's tipsheet. $BITF $HIVE $WULF $CLSK $CRML $CIFR $IREN all mentioned and more. Full Sheet:"  
[X Link](https://x.com/FinanceMajor_23/status/1979155934678258127) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-17T12:02Z 1278 followers, XXX engagements


"MARKET RECAP SENT Wild week $ASPI back down to $XX range $OKLO strong today. $NVO becoming interesting running models and weighing risk this weekend. Full Recap:"  
[X Link](https://x.com/FinanceMajor_23/status/1979305215938695451) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-17T21:55Z 1281 followers, XXX engagements


"Uranium Thematic Report SENT Extremely important to analyze uranium along with nuclear energy. Tickers included in this analysis include: $DNN $URA $URNM $URNJ $CCJ plus more. Full Report:"  
[X Link](https://x.com/FinanceMajor_23/status/1979699767505534979) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-19T00:03Z 1278 followers, XXX engagements


"$NUAI Income Statement Thoughts Q2-25 revenue-per-employee implied $33k is XX% below median AI-SaaS but that same ratio has X% historical false-positive rate for 10+ re-rates once product-market-fit clicks tiny denominator = explosive leverage. Hidden R&D leverage: $X R&D line isnt missing its XXX% capitalised (intangibles +40% QoQ off-B/S); amortisation cliff starts FY-26 meaning every incremental $X revenue drops straight to gross profit opex flat = path to XX% incremental margin classic spring-load. Worth a look. Interesting growth possibility"  
[X Link](https://x.com/FinanceMajor_23/status/1972332151614869750) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-09-28T16:06Z 1278 followers, 1876 engagements


"$BE Income Statement thoughts. Haven't covered this name much however that will be changing. Q2-25 gross margin XXXX% (+770 bp YoY) with XX incremental profit on every new $X of sales lowest-ever breakeven now $XXX M/qtr vs $XXX M in 2022. XXX GW legacy PPAs re-price +15% and XX% hydrogen co-fire adds 600-1 XXX bps margin in 2026 doubling consensus EPS to $XXXX. Valuation and report coming this week:"  
[X Link](https://x.com/FinanceMajor_23/status/1975186025426129043) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-06T13:07Z 1278 followers, XXX engagements


"Newmont Corporation quick thoughts ticker $NEM Not talked about big time gold copper silver zinc and lead explorer and producer. With spot at $4000/oz $NEM XXX Mozpa unleashes an extra $8.4/sh FCF valuing the equity at $XXX on todays tape a XX% re-rating still not baked into the $XX price. Coverage will continue deeper dive coming this weekend. Be here to get every bit of research:"  
[X Link](https://x.com/FinanceMajor_23/status/1976071862342828146) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-08T23:47Z 1278 followers, XXX engagements


"$CIFR Full Valuation Analysis SENT Huge move today still plenty of room. Cash: US$62.7 M 10-quarter runway at US$0.8 M quarterly burn. Full Analysis:"  
[X Link](https://x.com/FinanceMajor_23/status/1976438025006514319) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-10T00:02Z 1278 followers, XXX engagements


"Circling back to $DNN some thoughts around their valuation. At $XXXX $DNN trades XXXX NAV $XXXX fair while every $10/lb uranium above $XX adds 0.26/shFCFon2.5Mlbof18.3/lb AISC Athabasa ore pricing in a XX% rerating once the Oct CNSC license drops. Long"  
[X Link](https://x.com/FinanceMajor_23/status/1977080781479776693) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-11T18:36Z 1278 followers, 2852 engagements


"$ASPI Public Offering Up to $250m"  
[X Link](https://x.com/FinanceMajor_23/status/1978195287660175726) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-14T20:24Z 1278 followers, 6341 engagements


"Our full analysis on $ASPI Form S-3 Filing today. Another massive factor to think about mentioned in the report: A shelf allows $ASPI to (i) issue $ASPI shares to new QLE investors in a tax-efficient split-off or (ii) raise fresh equity inside QLE without waiting for a new registration statement. Full Report:"  
[X Link](https://x.com/FinanceMajor_23/status/1978253487491485992) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-15T00:16Z 1278 followers, 4853 engagements


"MARKET RECAP SENT Major points: Gold $GLD continues its record push $4325/oz. Nuclear sector $OKLO $NNE $ASPI etc. with a pullback. Full Recap:"  
[X Link](https://x.com/FinanceMajor_23/status/1978942880543637776) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-16T21:55Z 1279 followers, XXX engagements


"Nuclear Energy Thematic Report SENT As a firm we cover XX nuclear/uranium related tickers this thematic report explains why. Tickers like $NNE $OKLO $ASPI $EU $BE $LEU $UUUU all have different purposes within the nuclear sector. Full Thematic Report on Nuclear Energy Sector:"  
[X Link](https://x.com/FinanceMajor_23/status/1978974740456050922) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-17T00:02Z 1277 followers, 1110 engagements


"Weekly Private Equity Edition SENT Overall PE in The United States outlook. H1 2025 saw XX% more capital deployed on XX% fewer deals lifting median U.S. LBO EV/EBITDA to XXXX (+1.4 YoY). Full Report:"  
[X Link](https://x.com/FinanceMajor_23/status/1979337381745738101) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-18T00:03Z 1278 followers, XXX engagements


"$OSCR Valuation Updates SENT Factoring in current levels along with current status of Healthcare Sector. Key Point: Q4-25: MLR guidance XX% +$2.50/sh NAV. Full Report:"  
[X Link](https://x.com/FinanceMajor_23/status/1979579223250800677) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-18T16:04Z 1278 followers, XXX engagements


"$BWXT Valuation and Outlook Updates. This company will be the next thematic report released next week. Key point: Q4-25: BWRX-300 NRC Design Certification +$15/sh NAV. (Top Catalyst) Full Report:"  
[X Link](https://x.com/FinanceMajor_23/status/1979624521738108962) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-18T19:04Z 1279 followers, XXX engagements


"Weekly Commodities Report SENT Obviously major emphasis on Gold Silver Platinum etc. $GLD was added to our value port via our custom models at start Q2. Quick read to say up-to-date:"  
[X Link](https://x.com/FinanceMajor_23/status/1979654468930015500) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-18T21:03Z 1279 followers, XXX engagements


"$LTBR XXX % Friday after 8-K disclosed warrant inducement pricing at $XX (vs. $XXXXX close) XXX m new shares. Cash extends to Q3-26. An interesting company to take a look at geared toward fuel IP"  
[X Link](https://x.com/FinanceMajor_23/status/1979875011851874525) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-19T11:39Z 1281 followers, XXX engagements


"Weekend Reading SENT Quick read with your morning coffee on Sunday Available to all Nuclear Energy Gold and Macro $OKLO $GLD $SPY get some mentions. Nice read to kick off the day"  
[X Link](https://x.com/FinanceMajor_23/status/1979896313073303657) [@FinanceMajor_23](/creator/x/FinanceMajor_23) 2025-10-19T13:04Z 1281 followers, XXX engagements