# ![@GavMcCracken Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1486417511763656706.png) @GavMcCracken Gavin

Gavin posts on X about $apmto, $anpmf, silver, gold the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1486417511763656706/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1486417511763656706/c:line/m:interactions.svg)

- [--] Week [------] -60%
- [--] Month [---------] +148%
- [--] Months [---------] +540%
- [--] Year [---------] +74%

### Mentions: [--] [#](/creator/twitter::1486417511763656706/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1486417511763656706/c:line/m:posts_active.svg)

- [--] Week [--] -46%
- [--] Month [---] +99%
- [--] Months [-----] +469%
- [--] Year [-----] +182%

### Followers: [-----] [#](/creator/twitter::1486417511763656706/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1486417511763656706/c:line/m:followers.svg)

- [--] Week [-----] +0.46%
- [--] Month [-----] +22%
- [--] Months [-----] +274%
- [--] Year [-----] +400%

### CreatorRank: [-------] [#](/creator/twitter::1486417511763656706/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1486417511763656706/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [currencies](/list/currencies)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [gaming](/list/gaming)  [exchanges](/list/exchanges)  #1064

**Social topic influence**
[$apmto](/topic/$apmto), [$anpmf](/topic/$anpmf), [silver](/topic/silver), [gold](/topic/gold) #3492, [money](/topic/money), [market cap](/topic/market-cap), [$maiv](/topic/$maiv) #1, [$apm](/topic/$apm), [debt](/topic/debt), [$maiff](/topic/$maiff) #1

**Top accounts mentioned or mentioned by**
[@toiletkingcap](/creator/undefined) [@calvinfroedge](/creator/undefined) [@albertsonbagger](/creator/undefined) [@greenispoor](/creator/undefined) [@habitualbliss](/creator/undefined) [@elonmusk](/creator/undefined) [@praisekek](/creator/undefined) [@gavmccracken](/creator/undefined) [@shugoofie](/creator/undefined) [@lars57360069](/creator/undefined) [@silvercrisis405](/creator/undefined) [@varianceswap](/creator/undefined) [@icecube2000000](/creator/undefined) [@marketsgonewild](/creator/undefined) [@citadel](/creator/undefined) [@amstal2](/creator/undefined) [@baltostar](/creator/undefined) [@worstfund](/creator/undefined) [@clp923](/creator/undefined) [@tbones2013](/creator/undefined)

**Top assets mentioned**
[apM Coin (APM)](/topic/$apm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cameco Corporation (CCJ)](/topic/$ccj) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Bitcoin (BTC)](/topic/bitcoin) [Newmont Corporation (NEM)](/topic/$nem) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Costco Wholesale Corporation (COST)](/topic/costco) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [PAN American Silver Corp (PAAS)](/topic/$paas) [Denison Mines Corp (DNN)](/topic/$dnn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NVDA's last batch of GPU's (the [----] series) are all overpriced and not worth it (the [----] and [----] ti are both garbage as well as the 4080) but if you say "AI" enough times in an earnings call that's all that matters. If people understood how bad deep learning really is.🙃"  
[X Link](https://x.com/GavMcCracken/status/1661539842738487297)  2023-05-25T01:09Z [---] followers, [--] engagements


"@DinoPoopOil @EnergyPeddler DUC's drilled over the pandemic have dropped from [----] to [---] and are still dropping. Drilling didn't happen like you say"  
[X Link](https://x.com/GavMcCracken/status/1674542596088053760)  2023-06-29T22:17Z [---] followers, [--] engagements


"@DaveAudet Any idea why buybacks before July [--] show 883mil as denominator and buybacks since July [--] RNS use 922mil"  
[X Link](https://x.com/GavMcCracken/status/1681704020438667264)  2023-07-19T16:34Z [----] followers, [--] engagements


"$VLE.TO looking like the cheapest call option on oil if this comes true 🫣🫣🫣"  
[X Link](https://x.com/GavMcCracken/status/1694093429561593952)  2023-08-22T21:05Z [---] followers, [---] engagements


"Independently of Russell Brand (I know nothing of him): it's true that innocent until proven guilty is the single most important thing that a democratic or free society requires/needs. Without Innocent until proven guilty all kinds of egregious things can happen to innocents"  
[X Link](https://x.com/GavMcCracken/status/1704243111780606117)  2023-09-19T21:16Z [---] followers, [---] engagements


"Oil price falling off a cliff in preparation for this weeks bearish 5mil draw"  
[X Link](https://x.com/GavMcCracken/status/1706535693915214240)  2023-09-26T05:06Z [---] followers, [---] engagements


"$VLE.TO up 5% on less than average volume. No one wants to sell with oil looking to average $95 for the next few months"  
[X Link](https://x.com/GavMcCracken/status/1707051819971625451)  2023-09-27T15:17Z [---] followers, [---] engagements


"@TApocalyt We called this one so well. More upside ahead IMO as Russian diesel export ban starts to pump up refining profit margins and refineries subsequently drive up crude demand globally. I think the market is starting to see the $VLE.TO value thesis. Still criminally cheap🚀"  
[X Link](https://x.com/GavMcCracken/status/1707818174819782962)  2023-09-29T18:02Z [---] followers, [---] engagements


"Can Montreal separate from Quebec already Seriously Montrealers: Once you get your fair portion of the equalization payments from the rest of Canada Montreal will become the Silicon Valley of the world (not Canada's Silicon Valley we're talking much better). Think about it"  
[X Link](https://x.com/GavMcCracken/status/1714479798989226418)  2023-10-18T03:13Z [---] followers, [---] engagements


"@vooCSGO First L take from Voo:I'm in theoretical computer science but I have a comprehensive understanding of applied CS. They did not make enough test cases for (CSGO CS2). The two games should perform the exact same (this is possible with tests). They rushed it. Insufficient testing"  
[X Link](https://x.com/GavMcCracken/status/1714802769305989176)  2023-10-19T00:36Z [---] followers, [---] engagements


"@StockMKTNewz Valeura Energy oil could fall to $79 (Biden admin just set a price floor at $79) and the stock would still at least 1.5x over the next [--] months. Realistically oil should average $87.5-92.5 over the next [--] months at least so more than 1.5x upside ahead"  
[X Link](https://x.com/GavMcCracken/status/1715910461235892596)  2023-10-22T01:58Z [---] followers, [---] engagements


"If Uranium plants are willing to shut down now to save U for winter. maybe U isn't the play but natural gas is. U shutdowns mean more natty demand sooner. Anyone have a crystal ball 🔮 currently have a 1% portfolio position in natty value stocks maybe I should increase.🤔"  
[X Link](https://x.com/GavMcCracken/status/1717865934923153629)  2023-10-27T11:28Z [---] followers, [--] engagements


"@jfostertm How's this even possible with +5% to Canada's population via immigration in just [--] year and all the government spending on top of that lmfao"  
[X Link](https://x.com/GavMcCracken/status/1719356324650127638)  2023-10-31T14:11Z [---] followers, [--] engagements


"@bayonet Pretty sure your discounts are the wrong way. For limited-supply items selling a large quantity all at once increases the price; it doesn't lower it"  
[X Link](https://x.com/GavMcCracken/status/1721322484006343005)  2023-11-06T00:23Z [---] followers, [---] engagements


"While Canada's population grew by 2.5% in a single year Canada STILL had negative GDP growth for [--] consecutive quarters (we've entered a recession). GDP per capita is plummetting even harder (obviously); it's RIP for under these 🥚 brains"  
[X Link](https://x.com/GavMcCracken/status/1725343889203015998)  2023-11-17T02:43Z [---] followers, [---] engagements


"@KramerKarma1 John Jeffrey CEO President & Director: 6.7yrs. Compensation: CA$1.82m Ownership: 0.28% CA$ 900.9k. He doesn't even own [--] year's worth of salary of stock. How can you trust a CEO like this If he doesn't believe in $SOIL why should you"  
[X Link](https://x.com/GavMcCracken/status/1725904992052076716)  2023-11-18T15:53Z [---] followers, [--] engagements


"@KramerKarma1 I didn't know his age till now: he is young. Youth is when you take as many risks as you can and if you're lucky enough to be a CEO of a company with potential put 80% of your net worth into work for yourself and try to exponentiate your net worth. Intensity prints money"  
[X Link](https://x.com/GavMcCracken/status/1725916141376147871)  2023-11-18T16:37Z [---] followers, [--] engagements


"@KramerKarma1 I look for CEOs who believe in themselves. This guy doesn't strike me as one who does or his money would be where his mouth is. Looking at those balance sheets I agree $SOIL looks like it has amazing potential. But lack of insider investment tells me the insiders lack ambition"  
[X Link](https://x.com/GavMcCracken/status/1725916798766154181)  2023-11-18T16:40Z [---] followers, [---] engagements


"If Elon's worried - a person who personally knows those involved - I'm worried. Sam Altman seems unhealthily obsessed with racing to AGI. Not in an obsessive e/acc way but in a more dangerous "at all costs" way. A CEO that goes from [--] to 90bil val isn't fired for *no* reason"  
[X Link](https://x.com/GavMcCracken/status/1726423479820456214)  2023-11-20T02:13Z [----] followers, [---] engagements


"It's REALLY looking like a cup & handle breakout on $URC.TO $UROY #Uranium #Nuclear this should send it over $5.25 CAD over the coming days. Let's hope"  
[X Link](https://x.com/GavMcCracken/status/1727335669025145149)  2023-11-22T14:38Z [---] followers, [----] engagements


"Trading #uranium is a meme in itself I'm getting margin called (with a 1-week deadline to resolve so I've been fine) every second day while booking surprising amounts of profits per week. This volatility is legendary 🚀 I feel like the sector has ETFs that buy high and sell low"  
[X Link](https://x.com/GavMcCracken/status/1730321250004689084)  2023-11-30T20:21Z [---] followers, [---] engagements


"@dd_capital @IlliniProgrammr With gold shooting up isn't this acquisition starting to look like a great idea (if gold holds or moves higher) I'm confused why the market still doesn't respect $APM.V. The move today was on low volume"  
[X Link](https://x.com/GavMcCracken/status/1730695599241007281)  2023-12-01T21:09Z [---] followers, [---] engagements


"@IlliniProgrammr @dd_capital CEO has 50% insider ownership right No way he wouldn't risk so much of his own money without doing his due diligence. If gold & silver prices shoot up here too we might end up figuratively striking gold because we should be well levered to either commodities further upside"  
[X Link](https://x.com/GavMcCracken/status/1730709862315618347)  2023-12-01T22:06Z [---] followers, [--] engagements


"@IlliniProgrammr @dd_capital I later ended up adding a pile of money at [---] or so and have added many times since. Point is sometimes CEOs know what they can pull off and we dont. VLEs CEO doesn't even have as much ownership as this guy. Yeah Cali sucks but I'm sure a good CEO can navigate it via willpower"  
[X Link](https://x.com/GavMcCracken/status/1730714382286676113)  2023-12-01T22:23Z [---] followers, [--] engagements


"@TheincrediblePk Yes after mid December"  
[X Link](https://x.com/GavMcCracken/status/1733379814206194082)  2023-12-09T06:55Z [---] followers, [--] engagements


"@quakes99 @patmvcr Why would UEC getting shorted make the whole sector red I could see stocks like UROY getting shorted to help push down UEC because UEC holds 15% of the company and it's part of its assets. But the entire sector"  
[X Link](https://x.com/GavMcCracken/status/1735021913397715324)  2023-12-13T19:40Z [---] followers, [---] engagements


"@RV2Mars @PremierScottMoe The government in Quebec does not understand evolution and consistently scares their most intelligent residents away (who then leave to pay income tax on large salaries elsewhere). They also scare businesses away - Get away with it cuz the equalization payments cover idiocy"  
[X Link](https://x.com/GavMcCracken/status/1735906291753574804)  2023-12-16T06:14Z [---] followers, [--] engagements


"@AndUranium I took a bet on NGEX in mid [----] that paid off I did it because it seemed to me like management had their shit together. With U I haven't been able to find a miner at a low valuation that I like the management of. it's been a serious struggle and timesink"  
[X Link](https://x.com/GavMcCracken/status/1736135977439998340)  2023-12-16T21:27Z [---] followers, [--] engagements


"@AndUranium Yeah I only sold everything with BIG bc I saw this spot price surge in U coming (COP28) and loaded up in SPUT and URC. SPUT paid off; URC lagging spot prices somehow despite having 2.65mil pounds. Currently considering taking the profits from SPUT and loading into URC lol"  
[X Link](https://x.com/GavMcCracken/status/1736137412206575816)  2023-12-16T21:33Z [---] followers, [--] engagements


"$URC.TO $UROY is my main bet to capitalize on this bull market balance of safety with good leverage to U prices"  
[X Link](https://x.com/GavMcCracken/status/1736477191934713870)  2023-12-17T20:03Z [---] followers, [---] engagements


"@M1zero1zero @UrTokenCorgi @quakes99 I would put a very low probability on them being the same person. I'd just say the probability they're connected in some way is just better than randomly guessing. To defend a crypto coin post FTX and other scams is madness. You're setting yourself up to be attacked. Why risk it"  
[X Link](https://x.com/GavMcCracken/status/1736561132662358075)  2023-12-18T01:36Z [---] followers, [--] engagements


"@diabolicsystem Thoughts on the lack of movement in spot price Fuel buyers all on vacation or might we see a period with less buying that could drive U spot below the upper trendline"  
[X Link](https://x.com/GavMcCracken/status/1740800588575858920)  2023-12-29T18:22Z [---] followers, [--] engagements


"@JbarGarden @BillAckman @LAIPAttorney @MIT @NeriOxman Many professors do. That doesn't make them public figures just experts in the field they research giving them the right and credentials to talk about cutting edge things related to it"  
[X Link](https://x.com/GavMcCracken/status/1745043132327047642)  2024-01-10T11:21Z [---] followers, [----] engagements


"@woutertjalling1 @narcissistchro1 @TBirdV yes please tell :)"  
[X Link](https://x.com/GavMcCracken/status/1745215860208275700)  2024-01-10T22:47Z [---] followers, [--] engagements


"$U.UN $SRUUF is unlikely to overtake #uranium spot price unless retail Apes YOLO in and cause the squeeze that results from SPUT bids. It's unlikely that SPUT buy a significant number of pounds this year (APEs like bad buys and won't come bc they dislike structural bull markets)"  
[X Link](https://x.com/GavMcCracken/status/1745495360523358685)  2024-01-11T17:18Z [---] followers, [---] engagements


"$URC.TO $UROY's valuation can't even keep up with this surge in #uranium spot price. It's got much higher to run just to catch up with a fair valuation; the royalty portfolio is almost being considered worthless by the market (they have 2.65mil pounds physical uranium)"  
[X Link](https://x.com/GavMcCracken/status/1745907070178615723)  2024-01-12T20:34Z [---] followers, [---] engagements


"@Nirvana12319 @uranium100k Yeah no thanks. I'll avoid grifters and dilution"  
[X Link](https://x.com/GavMcCracken/status/1745963324473328127)  2024-01-13T00:17Z [---] followers, [--] engagements


"@Nirvana12319 @uranium100k I've averaged more than 50% a year in the market since [----] never having a red year. What's your history"  
[X Link](https://x.com/GavMcCracken/status/1745963739399008274)  2024-01-13T00:19Z [---] followers, [--] engagements


"@k_valancius @SloCan68 Gold is never used up. There's a ridiculous amount above ground in circulation. You're just wrong here but gl with your 2024"  
[X Link](https://x.com/GavMcCracken/status/1746569199944692155)  2024-01-14T16:25Z [---] followers, [--] engagements


"All because the idiots on the left think that Nuclear power isn't "green". It literally glows green you morons. Seriously though: When the sun and wind stop blowing you're fucked if you're relying on them and battery storage will never scale to city-sized populations"  
[X Link](https://x.com/GavMcCracken/status/1746592204167012440)  2024-01-14T17:56Z [---] followers, [---] engagements


"@uraniuminsider No one has even mentioned that nuclear engineers are saying that $10k or even $25k #uranium is still economical for nuclear power plants to produce power. We're still so early"  
[X Link](https://x.com/GavMcCracken/status/1746593176737972248)  2024-01-14T18:00Z [---] followers, [---] engagements


"Why am I in #uranium royalty $UROY / $URC.TO in a single tweet The market cap 375mil USD. 300mil of that is covered by physical uranium + cash. That values the [--] royalties at $75mil USD but these royalties are approximated like owning 50% of a developing jr. mine for 75mil🚀"  
[X Link](https://x.com/GavMcCracken/status/1746924427030237513)  2024-01-15T15:56Z [----] followers, [---] engagements


"@UsaCarnivore I did as well can't wait to see how the next 2-4 weeks plays out with respect to spot price🚀"  
[X Link](https://x.com/GavMcCracken/status/1746928960250720632)  2024-01-15T16:14Z [---] followers, [--] engagements


"@GerrardCostanz1 Yeah Quakes is a very shady account. Fake followers and only posts hype never bear case info. Glad he blocked me cuz I don't need echo chamber information when I search #uranium. He basically made it easier for me to find the good shit"  
[X Link](https://x.com/GavMcCracken/status/1746943708547740145)  2024-01-15T17:13Z [---] followers, [---] engagements


"@PraiseKek Grifter management focused only on making themselves rich. These lads are going to dilute so much that the market cap grows 20x and the share price grows 20%. Calling it now"  
[X Link](https://x.com/GavMcCracken/status/1747385220096045056)  2024-01-16T22:27Z [---] followers, [--] engagements


"#uranium ETFs are likely to sell off today until the spot market jumps +2 to +4$. When it does all the profit takers will FOMO back in. This is why you don't short term trade"  
[X Link](https://x.com/GavMcCracken/status/1747628051419087125)  2024-01-17T14:32Z [---] followers, [---] engagements


"@BranderYuri @thedave2006 @OHare888 @quakes99 He's gotta be trolling if he's saying the gap will be filled but refusing to state by whom. The last uranium bull market didn't have a supply deficit"  
[X Link](https://x.com/anyuser/status/1747727648422351228)  2024-01-17T21:08Z [--] followers, [--] engagements


"@thedave2006 @BranderYuri @OHare888 @quakes99 We are in uncharted territory. There has never been a #uranium bull market in the modern era with future demand growth being forecasted to be larger than supply growth *all while* there is currently a supply deficit of at least 30mil pounds for [----] not including nuke subs + AC"  
[X Link](https://x.com/GavMcCracken/status/1747728617021288726)  2024-01-17T21:12Z [---] followers, [---] engagements


"@stats_feed Some brilliant mathematicians and physicists. Sucks that the Western world doesn't like Russian immigrants. Would take income tax away from Putin while building our skilled labour force"  
[X Link](https://x.com/GavMcCracken/status/1747756674264305746)  2024-01-17T23:03Z [---] followers, [--] engagements


"@PyriteSkylight @BuzzMarginCall Yeah the royalty portfolio is currently valued at like 120mil USD but the royalties won't be diluted if the mines dilute to get production on. So within 3-4 years it will be like owning 30-40% of a jr. mine that you paid 120mil for. This is the most undervalued U stock IMO"  
[X Link](https://x.com/GavMcCracken/status/1747831505710194695)  2024-01-18T04:01Z [---] followers, [--] engagements


"@PyriteSkylight @BuzzMarginCall Market cap - physical U @ 106$ - cash and other assets gives the royalty portfolio a valuation of =120mil with the current share price. It's madness lmao"  
[X Link](https://x.com/GavMcCracken/status/1747831774128857547)  2024-01-18T04:02Z [---] followers, [--] engagements


"@BuzzMarginCall @PyriteSkylight @gav It is my favorite and I'm still adding to it with every paycheck. The Uranium sector is full of grifter CEOs -I'm experienced with valuing miners and I couldn't trust a single exec team in any of the small caps. If there is a structural supply deficit (which is what we are all"  
[X Link](https://x.com/GavMcCracken/status/1747834135060603229)  2024-01-18T04:11Z [---] followers, [--] engagements


"@BuzzMarginCall @PyriteSkylight @gav I looked at $dnn in great detail. Ultimately didn't like it. Too little insider ownership and my deep dive into the executives didn't leave me confident. The assets are probably great. I just don't trust miner CEOs who don't put their own money where their mouth is"  
[X Link](https://x.com/GavMcCracken/status/1747836626393256411)  2024-01-18T04:21Z [---] followers, [---] engagements


"@BuzzMarginCall @PyriteSkylight @gav If there is a structural supply deficit like we all think it won't matter and $dnn will print money as well. You won't get the classic mining experience where market cap grows 20x but share price only +20% this is what youre trying to avoid. Most uranium jr's will dilute nonstop"  
[X Link](https://x.com/GavMcCracken/status/1747838259630383160)  2024-01-18T04:28Z [---] followers, [--] engagements


"@BuzzMarginCall @PyriteSkylight @gav Not sure if you guys are new to miners in general but in tiny sectors like uranium you have to really watch out for exec teams whose goal is to grow the market cap so they can give themselves raises and increased compensation"  
[X Link](https://x.com/GavMcCracken/status/1747838661096243392)  2024-01-18T04:29Z [---] followers, [--] engagements


"@BuzzMarginCall @PyriteSkylight @gav $nxe has a premium but the stock will kill it 📈 $ccj has long term contracts causing them to still sell U way below spot. I won't touch it cuz I want my lever long enough. I haven't researched $nxe's execs enough to make the call though"  
[X Link](https://x.com/GavMcCracken/status/1748378510052184312)  2024-01-19T16:14Z [---] followers, [---] engagements


"@BuzzMarginCall @PyriteSkylight If I find something I'll tweet about it so you'll see it and no one else will cuz I'm too lazy to retweet all my old calls and build a following by showing off :p"  
[X Link](https://x.com/GavMcCracken/status/1748382617949344194)  2024-01-19T16:31Z [---] followers, [--] engagements


"@mundo2point0 Bros about to find out the painful way that TA wasn't designed for structural supply deficits. Enjoy missing out on a free 10x"  
[X Link](https://x.com/GavMcCracken/status/1749308124694020362)  2024-01-22T05:48Z [---] followers, [--] engagements


"Man is printing Elon Bux for his next giveaway 🚀 He should be a CEO of something beneficial to the future of humanity with how well he raises funds. Im gonna give [--] random people that repost this and follow me $25000 for fun (the $250000 my X video made) Ill pick the winners in [--] hours Im gonna give [--] random people that repost this and follow me $25000 for fun (the $250000 my X video made) Ill pick the winners in [--] hours"  
[X Link](https://x.com/GavMcCracken/status/1749772194396217359)  2024-01-23T12:32Z [---] followers, [--] engagements


"@gabrieljesus9 @CounterStrike @CounterStrike help this lad out if he was banned unfairly"  
[X Link](https://x.com/GavMcCracken/status/1749822949140451586)  2024-01-23T15:54Z [---] followers, [--] engagements


"Man is upset his skins are down but doesn't realize that their likely down because China stock market is 🫳👇📉 and they were the biggest speculators. You're not going to spend tens of thousands on pixels when you're in the middle of a margin call and your net worth is down 50% Our expectations for CS2 were low. But. holy shit. What I expect for CS2 in [----] First the current situation: In my opinion it's pretty bad. The overall feeling and feedback about CS2 is mostly negative. Everyone I talk to either here or IRL is extremely disappointed Our expectations for CS2 were low. But. holy shit."  
[X Link](https://x.com/anyuser/status/1749860282527031390)  2024-01-23T18:22Z [--] followers, [---] engagements


"@chigrl They buy counter strike skins like crazy lol"  
[X Link](https://x.com/anyuser/status/1750642615278817328)  2024-01-25T22:11Z [--] followers, [--] engagements


"Why #uranium spot price will clear $1000 and keep going: we arent even in the media attention phase yet. Who has bought some #U3O8 because they saw the minimal amount of CNBC exposure No one; cuz there haven't been inflows to ETFs $URA $URNM or SPUT $SRUUF/$U.UN.TO post viewing. going viral on #uranium twitter is getting [--] likes [--] rt and [--] replies going viral on #uranium twitter is getting [--] likes [--] rt and [--] replies"  
[X Link](https://x.com/GavMcCracken/status/1751654351909658655)  2024-01-28T17:11Z [---] followers, [----] engagements


"@PrinceParfait3 Sell maybe 10% when you think it's time. Don't sell anymore until the updated plot (this plot was made before COP28 when Western nations committed to triple nuclear power: so you need to 3x the slope starting in 2030). I'm a commodities guy. I make 50% a year investing in oil"  
[X Link](https://x.com/anyuser/status/1751659833730703484)  2024-01-28T17:33Z [--] followers, [---] engagements


"@BuzzMarginCall Evergrande has been "going bankrupt" for at least [--] years now. Say they do: what's the effect on the market"  
[X Link](https://x.com/GavMcCracken/status/1751931882437062965)  2024-01-29T11:34Z [---] followers, [--] engagements


"@GreatDecoupling The media focuses on spot price when they write / report news. If we were in the media attention phase some of the larger (read: CNBC) news should have drawn in bids for -- in the very least -- the ETF's. This didn't happen / wasn't seen maybe bc ppl don't want to buy high"  
[X Link](https://x.com/GavMcCracken/status/1751965362034253996)  2024-01-29T13:47Z [---] followers, [--] engagements


"A reminder to myself that porphyry copper deposits hold economic amounts of #silver so by holding $BIG.V I have extra silver exposure"  
[X Link](https://x.com/GavMcCracken/status/1751981090275762275)  2024-01-29T14:50Z [----] followers, [---] engagements


"@WTIBull $vle.to trading at 3x FCF exploration successes extended life of fields and sitting on 220mil usd cash (market cap 300mil) no debt and 150mil tax deductible one time costs approaching in 3-4 years. Youre paid to buy this. Why buy a major when you can print free money on jrs"  
[X Link](https://x.com/GavMcCracken/status/1752309959029649807)  2024-01-30T12:37Z [---] followers, [---] engagements


"@Gasino11 bullish US nat gas damn. You're right that someone has to do it. That's been a painful trade my friend"  
[X Link](https://x.com/GavMcCracken/status/1752382149314093086)  2024-01-30T17:23Z [---] followers, [--] engagements


"CEO's are part of a complex system. The best CEO's pump everyones bags: think about all the profits that shareholders have paid taxes on when selling shares of Tesla Tesla also pays workers income tax. Tesla also pays tax. Teslas success is because of Elon. Tesla is an outlier. @elonmusk The Elon Musk Compensation Package and the Specter of Delaware Overreach: The recent ruling by a Delaware judge to retroactively nullify Elon Musk's $55 billion Tesla compensation package from [----] despite overwhelming shareholder approval and the achievement of all set @elonmusk The Elon Musk Compensation"  
[X Link](https://x.com/GavMcCracken/status/1752520872634544453)  2024-01-31T02:35Z [---] followers, [--] engagements


"Seriously concerned about @elonmusk's comp plan getting destroyed. He laid out an impossible plan climbed Mt. Doom with a trailer attached to his CEO briefcase so he could haul more ass brought everyone to the top with him while printing money for shareholders and the IRS🧵1/5"  
[X Link](https://x.com/GavMcCracken/status/1752871276572529118)  2024-02-01T01:47Z [---] followers, [---] engagements


"and a judge who doesn't understand democracy ruled that his comp plan wasn't legitimate after it was voted on by Tesla shareholders in [----] with [--] percent of votes in favor excluding votes by Musk and his brother. If this can happen to Musk: what can happen to you 🫵"  
[X Link](https://x.com/GavMcCracken/status/1752871278099251209)  2024-02-01T01:47Z [---] followers, [--] engagements


"Losers think that all CEOs are of similar quality. I can tell you as an investor who's gained 50% returns every year that this isn't the truth. Most CEOs are garbage🗑 This is why great assets are run into the ground by bad executives; this is why I study CEOs more than stocks"  
[X Link](https://x.com/GavMcCracken/status/1752871279638564995)  2024-02-01T01:47Z [---] followers, [--] engagements


"It's #MAG7 ( $AAPL $GOOG $AMZN $META $MSOFT $NVDA and $TSLA ) *not* #MAG500 ( $SPX ). I ask this Delaware "judge" one question: where are the other [---] companies as valuable as $TSLA if *great* CEOs are a dime a dozen"  
[X Link](https://x.com/GavMcCracken/status/1752871281106600345)  2024-02-01T01:47Z [---] followers, [---] engagements


"The answer is unfortunately that these companies don't exist. In other words this means that your worldviews (that all CEOs are equal) are those of a schizophrenic and that you are not fit to serve your country. You should resign immediately before you do more damage. 🌎🌍🌏🚀"  
[X Link](https://x.com/GavMcCracken/status/1752871282578776549)  2024-02-01T01:47Z [---] followers, [--] engagements


"Supply growth is *less* than demand growth. This means that each year going forward there's more demand being added than there is supply. This assumes every mine comes online as planned and scheduled -- I'll tell you: this never happens in mining"  
[X Link](https://x.com/GavMcCracken/status/1752925417986515308)  2024-02-01T05:22Z [---] followers, [--] engagements


"The only way to get the full picture for the #uranium thesis is to do it yourself and keep it simple. Supply is significantly below demand and supply growth is not as fast as demand growth. It's to the moon and that's why I'm 300% margin leveraged and killing it. DYOR"  
[X Link](https://x.com/GavMcCracken/status/1752925419639070757)  2024-02-01T05:22Z [---] followers, [---] engagements


"Someone else sees it $UROY $URC.TO When the first half of the #uranium royalties are online it will be like owning 45% of a Jr. Miner (DeweyBurdock is 34% alone). But the royalties currently only make up about 15% of the market cap. That's like paying 110mil USD for 40% of a Jr @GavMcCracken $URC.TO / $UROY has an absolutely incredible portfolio. It is arguably the best all around exposure to uranium although I still put spot via $U.UN as my favourite. I also like anything in the Athabasca Basin and $FSY.TO for Namibia (though no position there right now fwiw) @GavMcCracken $URC.TO / $UROY"  
[X Link](https://x.com/GavMcCracken/status/1753210390387773539)  2024-02-02T00:15Z [---] followers, [---] engagements


"Some of the royalties appear weak e.g.(LangerHeinrich) will pay about 500k a year (pretty worthless when the market cap is already 400mil USD right Well no. Because 85% of the market cap is backed by physical U. The royalties part is being valued by the market at just 110mil USD"  
[X Link](https://x.com/GavMcCracken/status/1753211707101471152)  2024-02-02T00:20Z [---] followers, [--] engagements


"@ReichDestroyer @theXential @WalterIsaacson He is helping humanity by helping us move forward. How can you not understand that getting us to becoming a space faring civilization will cost trillions and that it's necessary to do so in order to prevent more homelessness and poverty than has ever existed"  
[X Link](https://x.com/GavMcCracken/status/1753399249973248230)  2024-02-02T12:45Z [---] followers, [--] engagements


"@capnek123 Just remembered this is a thing once I woke up more: [----] is gunna be a good year when $kap are once again 20% below subsoil agreement. $uroy $urc.to has options to call physical #uranium (200k-250k pounds a year if I recall correctly) from $KAP. $UROY just raised capital. I think we know who is getting squeezed. ☢🚀 $uroy $urc.to has options to call physical #uranium (200k-250k pounds a year if I recall correctly) from $KAP. $UROY just raised capital. I think we know who is getting squeezed. ☢🚀"  
[X Link](https://x.com/GavMcCracken/status/1753411421960859904)  2024-02-02T13:33Z [---] followers, [---] engagements


"@PyriteSkylight The bull is indeed on a smoke break. Hope they come back soon to pump our bags and smash numerco above $110 for the weekend. Though tbh it's probably better if it happens early Monday. Then we have a week of Mania without anything to cool it off lol"  
[X Link](https://x.com/GavMcCracken/status/1753494713208832466)  2024-02-02T19:04Z [---] followers, [--] engagements


"@ElShroomo @SloCan68 Gunna suck to watch uranium stocks go 10x from here on the sidelines lmao"  
[X Link](https://x.com/GavMcCracken/status/1753639324921299304)  2024-02-03T04:39Z [---] followers, [---] engagements


"@PyriteSkylight I didn't either. I just noticed it was the only U stock that matched all other U stock price movements from 9:30-11:30 then it decoupled and sold off through the day. The only explanation is ppl were selling or shorting cuz they knew a raise was coming lol"  
[X Link](https://x.com/GavMcCracken/status/1753782334514434210)  2024-02-03T14:07Z [---] followers, [--] engagements


"Anyone attacking ppl for due diligence is an idiot and should be blocked en masse by all of #uranium. These people don't understand how I get +50% returns every year. In one word: it's by doing due diligence on executives. Execs matter more than anything else: e.g. @elonmusk =👑 Since I published my $FUU thread yesterday many have questioned me: Why engage if I have no direct skin in the game How about truth honesty decency and justice I know I know these words are quite rare in the realm of junior mining particularly in the sector. /1 Since I published my $FUU thread yesterday many have"  
[X Link](https://x.com/GavMcCracken/status/1754577960860795285)  2024-02-05T18:49Z [---] followers, [---] engagements


"The #Kazakhstan news about the gvmnt resigning is bullish because it can't be bearish. $KAP being gvmnt run means that a new gvmnt can either do nothing (case1=no change) or end up causing new delays and problems (case2= less #uranium supply). The probability of failure went up"  
[X Link](https://x.com/GavMcCracken/status/1754580210312187931)  2024-02-05T18:58Z [---] followers, [---] engagements


"#Uranium Shortly after 22minutes in this video Justin @uraniuminsider talk about his expectations for Cameco this Thursday. Says they tend not to be forthcoming about problems they're having until after the fact but he's bullish it will cause rally 2.0"  
[X Link](https://x.com/GavMcCracken/status/1754992577500114978)  2024-02-06T22:16Z [---] followers, [---] engagements


"@sndmnystckr That would be my personal choice because they hold physical U. My favourite company is uranium royalty corp but Im not sure if they trade on UK exchanges. Im Canadian :D"  
[X Link](https://x.com/GavMcCracken/status/1755662629463343391)  2024-02-08T18:39Z [---] followers, [---] engagements


"Fun #Uranium fact: $UROY $URC.TO which sold off with the rest of uranium after $CCJ $CCO's earnings holds the Dawn Lake 1.5% of net profit royalty on this region. The same royalty covers the region of the Western extension of $ISO.V's Hurricane deposit. Fun #uranium fact: In Cameco's latest quarterly release they casually mentioned that they hit 60% uranium over several meters in their Dawn lake project (otherside of Iso Hurricane) Namibian greenfields have 200pm or 0.02% uranium grade. 60% is [----] times higher concentration https://t.co/tPN0sezJwi Fun #uranium fact: In Cameco's latest"  
[X Link](https://x.com/GavMcCracken/status/1756809062803464482)  2024-02-11T22:34Z [---] followers, [----] engagements


"This royalty is being valued at near [--] (read: it's not contributing the market cap of $UROY $URC.TO) given the current market cap of the company. If you're betting higher uranium demand gets more mines started and gets mine extensions rolled out faster this one is a no-brainer"  
[X Link](https://x.com/GavMcCracken/status/1756809522062995698)  2024-02-11T22:36Z [---] followers, [---] engagements


"@PyriteSkylight #Uranium should moon tomorrow on Orano's presentation / announcement that they're not producing as much as they expected (their share from Cameco mines is down their share from Niger mines is down or at [--] etc)"  
[X Link](https://x.com/GavMcCracken/status/1758191888572522670)  2024-02-15T18:09Z [---] followers, [---] engagements


"#uranium thought that #Orano was going to be the catalyst of the month when the French admit how bad they are at mining #uranium tomorrow but no. Turns out electricity demand is blowing up faster than $NVDA's share price. Buy #uranium $U.UN.TO $UROY $URC.TO $CCJ $URNM $URNJ $URA Introducing Sora our text-to-video model. Sora can create videos of up to [--] seconds featuring highly detailed scenes complex camera motion and multiple characters with vibrant emotions. https://t.co/7j2JN27M3W Prompt: Beautiful snowy https://t.co/ruTEWn87vf Introducing Sora our text-to-video model. Sora can create"  
[X Link](https://x.com/GavMcCracken/status/1758245755263779274)  2024-02-15T21:43Z [---] followers, [----] engagements


"orano forecasting #uranium production difficulties of 10% admitting they've bought some pounds in the spot market and saying they've been affected by sulfuric acid issues in Kazakh too. Things are looking good"  
[X Link](https://x.com/GavMcCracken/status/1758417037276135427)  2024-02-16T09:04Z [---] followers, [----] engagements


"#Uranium X: this post doesn't contain factual information. $KAP/Orano aren't going to lose money buying on the spot market; only $CCJ is bc $CCJ is fully contracted out at prices below spot. $KAP produces more pounds sold at spot price than bought. Please follow factual sources"  
[X Link](https://x.com/GavMcCracken/status/1758553321898377510)  2024-02-16T18:05Z [---] followers, [----] engagements


"@AfricanLonghorn I'm fine cuz I'm adding more to my uranium company pick and have done math that convinces me beyond a reasonable doubt that it's the best pick in the sector. As long as you're convinced with your long term math don't worry my friend. You'll have good odds that things workout"  
[X Link](https://x.com/GavMcCracken/status/1758554343316279718)  2024-02-16T18:10Z [---] followers, [--] engagements


"@pdx2155 @UraniumCharts $KAP need to lose 40% production for them to not gain additional free cash flow from rises in spot price. They aren't going to lose 40% by any reasonable analysis. @GavMcCracken @tailor488058 @hkuppy on the above maths / formula provided that the uranium price is at over $90 and AISC is $30.they remain profitable if their production shortfall is anything under 40% @GavMcCracken @tailor488058 @hkuppy on the above maths / formula provided that the uranium price is at over $90 and AISC is $30.they remain profitable if their production shortfall is anything under 40%"  
[X Link](https://x.com/GavMcCracken/status/1758576319405703460)  2024-02-16T19:37Z [---] followers, [--] engagements


"@svrgnintntl @BULLReturns The link is right above Uranium Royalty Corp. The royalty portfolio currently only contributes 60mil usd value to the market cap the rest of the market cap is cash + liquid assets (physical uranium). The royalties look like they'll generate 50mil free cash flow starting soon"  
[X Link](https://x.com/GavMcCracken/status/1759255195547009084)  2024-02-18T16:34Z [---] followers, [--] engagements


"@tailor488058 @AndUranium No it can not take months. It has to be in a short period of time otherwise the spot price goes up faster than SPUT and subsequently SPUT never trades at NAV or more importantly above NAV. The only way SPUT buy more than 1.2-1.4mil pounds total this year is if U goes viral"  
[X Link](https://x.com/GavMcCracken/status/1759318610277716347)  2024-02-18T20:46Z [---] followers, [--] engagements


"@UraniumSteve Man don't try to sell people on the options when the warrants with a $2 strike price trade with a 1-2% premium. $urc.wt.to everyone take note. $urc.to $uroy"  
[X Link](https://x.com/GavMcCracken/status/1760859381015441440)  2024-02-23T02:49Z [---] followers, [---] engagements


"@DonHaci @CounterStrike Maybe $3800 for t side and $4000 for ct side"  
[X Link](https://x.com/GavMcCracken/status/1763733980581658656)  2024-03-02T01:12Z [---] followers, [---] engagements


"#Uranium price is now trading like the Kazakh's didn't lower guidance and everything is fine. I wonder if this is manipulation of spot by some minor hedge funds dumping all their physical pounds and subsequently loading up on ETF's before Kazakh's earnings call this Friday $KAP"  
[X Link](https://x.com/GavMcCracken/status/1768005033306521627)  2024-03-13T20:03Z [---] followers, [----] engagements


"@FibSixOne8 Uh oh oil and gas getting 57% might mean a crash is coming there"  
[X Link](https://x.com/GavMcCracken/status/1770863334088221133)  2024-03-21T17:21Z [---] followers, [--] engagements


"The floods in Kazakhstan are in the north. The mine that may be affected is the Chinese 49% owned Semizbay #uranium Mine (1.32mil pounds U/yr)"  
[X Link](https://x.com/GavMcCracken/status/1775286789177000315)  2024-04-02T22:18Z [---] followers, [----] engagements


"#Brent up +2.42% yet $PXT.TO which uses 100% of bonus free cash flow to buy back shares is up only +0.64% hmm. Another free top up if oil doesn't crash Monday"  
[X Link](https://x.com/GavMcCracken/status/1778804251038199900)  2024-04-12T15:15Z [---] followers, [---] engagements


"SPUT $U.UN $SRUUF probably hits NAV today #uranium They've also got enough money to buy 200k pounds and send the spot price up a few %. Buying SPUT is free gains here"  
[X Link](https://x.com/GavMcCracken/status/1779874422557405343)  2024-04-15T14:08Z [---] followers, [----] engagements


"It's actually so true no new companies have IPO'd on TSX in [--] years; Trudeau is making everyone uniformly poor and the probability it becomes impossible to get out of the class you're born into here is now almost [--]. Innovation and world building in Canada is now dead. You were worried about political risk in LatAm now you're reminded the political risk was always Canada You were worried about political risk in LatAm now you're reminded the political risk was always Canada"  
[X Link](https://x.com/GavMcCracken/status/1780631931320668238)  2024-04-17T16:18Z [---] followers, [---] engagements


"@BuzzMarginCall Uhhh where do these people exist lol"  
[X Link](https://x.com/GavMcCracken/status/1780802569444405750)  2024-04-18T03:36Z [---] followers, [--] engagements


"@Taleeb The first 40k of capital gains arent taxed and after that you plateau at 20%. Keep lying. You've been checkmated liar"  
[X Link](https://x.com/GavMcCracken/status/1781000859284820424)  2024-04-18T16:44Z [---] followers, [--] engagements


"@KenHardie @KevinVuongMP @JustinTrudeau In USA: 100% of capital gains are taxed but the first 40k of capital gains are taxed at 0%. After that the maximum amount is 20%. In Canada the maximum amount was 26% and is now going up to 34%. FFS. Research before you speak your misinformation hurts our competitiveness"  
[X Link](https://x.com/GavMcCracken/status/1781001467710591353)  2024-04-18T16:46Z [---] followers, [--] engagements


"@MaritimerSachse @theEconBlog @MarkMcGrathCFP How much do you think AI employees are paid in shares of $GOOG $META $AAPL $MSOFT"  
[X Link](https://x.com/GavMcCracken/status/1781475172270174274)  2024-04-20T00:09Z [---] followers, [--] engagements


"@KuittinenPetri @halogen1048576 @vtchakarova Your estimate is garbage. There's only [--] trillion total circulating USD"  
[X Link](https://x.com/GavMcCracken/status/1784408548929122443)  2024-04-28T02:25Z [---] followers, [--] engagements


"@dorfman_p @chigrl That calculation assumes the reactor isn't extended which it will be by many years"  
[X Link](https://x.com/GavMcCracken/status/1785301215078699136)  2024-04-30T13:32Z [---] followers, [--] engagements


"@dorfman_p @chigrl You're criticizing the reason that wind and solar panels can be made cheaply. If everyone used wind & solar where would the metals come from Copper: shortage. Tin: shortage. Silver: shortage. Gold: shortage. Choose LNG and kill us or choose nuclear like a non-castrated man"  
[X Link](https://x.com/GavMcCracken/status/1785335394210296202)  2024-04-30T15:48Z [---] followers, [--] engagements


"#uranium buying $u.un looks good here. It's breaking out from the upper trendline in line with expectations. The ATM should run well here"  
[X Link](https://x.com/GavMcCracken/status/1786051839168836052)  2024-05-02T15:15Z [---] followers, [---] engagements


"Also yes: this implies spot price is going up"  
[X Link](https://x.com/GavMcCracken/status/1786053977215259069)  2024-05-02T15:23Z [---] followers, [--] engagements


"I'm amazed people would sell $u.un after it raised 33mil in a single day yesterday. If they buy #uranium from spot today they'll push it up and then trade premium to NAV again and go higher. Algorithms selling"  
[X Link](https://x.com/GavMcCracken/status/1786401226508124345)  2024-05-03T14:23Z [---] followers, [----] engagements


"@blondesnmoney The right small caps e.g. $URC.TO ( $UROY NASDAQ) has its current market cap 95% backed by physical liquid assets and cash. 5% are royalties which if #uranium hits $150 like many believe it will will print 1/6th the current market cap/yr after [----]. Future profits are wild"  
[X Link](https://x.com/GavMcCracken/status/1787556410936426778)  2024-05-06T18:53Z [---] followers, [---] engagements


"@saulgoo94536892 Sounds like you don't understand what happens when a market has a structural supply deficit and a buyer that randomly buys and locks the commodity up"  
[X Link](https://x.com/GavMcCracken/status/1788084228434862443)  2024-05-08T05:51Z [---] followers, [--] engagements


"$NXE shares are down beacuse NexGen obviously are hedging against delays in their mine coming online. They've realized they need 3-4 extra years and each of those years will send physical #uranium up +$100 a pound. Genius big brain outplay"  
[X Link](https://x.com/GavMcCracken/status/1788303050689368476)  2024-05-08T20:20Z [---] followers, [----] engagements


"@IBuyCheapNPray This math is wrong cuz it's easy to get +20% a year avg in the stock market. Buy Berkshire and walk away. There's a larger cost BC of wasted opportunity"  
[X Link](https://x.com/GavMcCracken/status/1789760542455771211)  2024-05-12T20:52Z [---] followers, [---] engagements


"#uranium SPUT $U.UN.TO $SRUUF trading at a significant premium to NAV raising millions of USD per hour. Is today finally the inflexion point to the next +25% leg up Time will tell. but for now: buy SPUT to hedge 😎"  
[X Link](https://x.com/GavMcCracken/status/1791477417179037962)  2024-05-17T14:34Z [---] followers, [---] engagements


"@tailor488058 @skysurfer75 On like 80k shares of volume man. Meaningless. Wait till tomorrow"  
[X Link](https://x.com/GavMcCracken/status/1792592646281601409)  2024-05-20T16:26Z [---] followers, [--] engagements


"SPUT $u.un $sruuf has raised 10mil usd already today. #uranium prices are going to go up and SPUT's going to go up with them and raise some more. The feedback loop is here"  
[X Link](https://x.com/GavMcCracken/status/1792933938152833254)  2024-05-21T15:02Z [---] followers, [----] engagements


"@clp923 What did you do 😮"  
[X Link](https://x.com/GavMcCracken/status/1793030409527107596)  2024-05-21T21:25Z [---] followers, [---] engagements


"@clp923 Yeah you're not missing out lol. He's not a good/reliable source of information"  
[X Link](https://x.com/GavMcCracken/status/1793032798300749883)  2024-05-21T21:35Z [---] followers, [---] engagements


"@clp923 I hate how full of poison uranium is. It creates weak hands when people constantly expect parabolas by the end of the month"  
[X Link](https://x.com/GavMcCracken/status/1793033483352191026)  2024-05-21T21:37Z [---] followers, [---] engagements


"@elonmusk @PeterSweden7 Elon how could you not tag this with #uranium I missed it"  
[X Link](https://x.com/GavMcCracken/status/1794056863069159847)  2024-05-24T17:24Z [---] followers, [---] engagements


"When can Milei run for prime minister of Canada We want cuts to government cuts and more cuts. @PierrePoilievre is a baby boy in comparison. @mrsunshinebaby Easy: our economy is a pyramid scheme and like any pyramid scheme it needs new members in ever increasing numbers at the base or the whole thing crumbles. The same is true in every mass-democracy welfare state. Why 1) our money is constantly being debased and is losing @mrsunshinebaby Easy: our economy is a pyramid scheme and like any pyramid scheme it needs new members in ever increasing numbers at the base or the whole thing crumbles."  
[X Link](https://x.com/GavMcCracken/status/1795285266749440013)  2024-05-28T02:45Z [---] followers, [---] engagements


"@PraiseKek @Teldra2 I mean. if they buy enough and $kap production is flat we will all be thanking them and calling them the Gods of the #uranium bull market lmao"  
[X Link](https://x.com/GavMcCracken/status/1800171044046782637)  2024-06-10T14:19Z [---] followers, [---] engagements


"Without capital gains there's no investment in a country that creates new hospitals (nursing jobs) businesses etc. Liberals call Pierre sensational but this comparison makes such little sense that it's the most sensational propaganda I've seen from a Canadian politician. We have a plan to deliver fairness for every generation. https://t.co/5ideWL3og9 We have a plan to deliver fairness for every generation. https://t.co/5ideWL3og9"  
[X Link](https://x.com/GavMcCracken/status/1801780533736747510)  2024-06-15T00:55Z [---] followers, [---] engagements


"The reason it's sensationalist propaganda (to: socialists reading) is that if you increase capital gains tax no one invests in your country because why would they when they can make money elsewhere easier It's a complex system and people like to win not lose intentionally"  
[X Link](https://x.com/GavMcCracken/status/1801782263656395027)  2024-06-15T01:02Z [---] followers, [--] engagements


"2730 donations to foreign countries under Trudeau. Every friend of Trudeau gets a donation to their untraceable venture capitalist start up on behalf of all Canadians who also need to pay more tax"  
[X Link](https://x.com/GavMcCracken/status/1803751129190150259)  2024-06-20T11:25Z [---] followers, [---] engagements


"@ABDanielleSmith You could just seperate. Immediately lowers income tax for all Albertans by the federal tax amount"  
[X Link](https://x.com/GavMcCracken/status/1804600307529261074)  2024-06-22T19:40Z [---] followers, [--] engagements


"By my models if SPUT buys another [---] - 2.2mil pounds this year $CCJ will have problems in Q4 when they need to buy some pounds (their largest quarter for requirements is Q4). Not that this will hurt $CCO financially but Q4 or Q125 should have a #uranium price discovery event"  
[X Link](https://x.com/GavMcCracken/status/1811382146755408250)  2024-07-11T12:48Z [---] followers, [----] engagements


"Insane leftists calling for Trump to die on social media results in this"  
[X Link](https://x.com/GavMcCracken/status/1812292261566185941)  2024-07-14T01:05Z [---] followers, [---] engagements


""Nuclear power has a branding problem" - @realDonaldTrump Trump understands nuclear is the most efficient cheapest power generation method and @elonmusk is explaining how safe nuclear power is. This is fantastic. "Nuclear electricity is the most underrated and safest form of electricity generation" - @elonmusk and "you're totally right" - @realDonaldTrump "Nuclear electricity is the most underrated and safest form of electricity generation" - @elonmusk and "you're totally right" - @realDonaldTrump"  
[X Link](https://x.com/GavMcCracken/status/1823178542558875898)  2024-08-13T02:03Z [----] followers, [---] engagements


"Wtf is going on here Censored for hate speech Is this EU tax evader having a bot farm mass report this @TRHLofficial @elonmusk"  
[X Link](https://x.com/GavMcCracken/status/1823226880935272622)  2024-08-13T05:15Z [----] followers, [---] engagements


"@BasedBeffJezos @elonmusk And nuclear power will provide it"  
[X Link](https://x.com/GavMcCracken/status/1823228818451988642)  2024-08-13T05:23Z [----] followers, [--] engagements


"Ppl defending Kamala's unrealized capital gains tax are morons: it's worth mentioning capital gains tax is a scam cuz without capital investment no companies can grow and an economy halts). Can't believe ppl have become this stupid. Good times have been here for too long 1/2"  
[X Link](https://x.com/GavMcCracken/status/1826012435590893637)  2024-08-20T21:44Z [----] followers, [----] engagements


"An unrealized capital gains tax would remove the tech center of the world from the USA. There is no growth of jobs without tons of capital investment either. The rate of innovation would halve. All because ppl think governments aren't full of nepotism and are efficient 🤦🤦🤦"  
[X Link](https://x.com/GavMcCracken/status/1826015287293907230)  2024-08-20T21:55Z [----] followers, [---] engagements


"joking conspiracy: I think USA is heading towards communism because capitalism has started working so well that the best minds are outcompeting governments e.g. SpaceX NASA NVidia Everything LLM's MSM etc. You cant control those that print potential energy so tax tax tax"  
[X Link](https://x.com/GavMcCracken/status/1827145831859785855)  2024-08-24T00:48Z [----] followers, [---] engagements


"@calvinfroedge @lasse108 Technically John von Neumann ensured with the creation of mutually assured destruction that nukes will never be used even in a conventional war. The issue is that it appears like everyone has forgotten why MAD is the only option in a post fusion bomb world"  
[X Link](https://x.com/GavMcCracken/status/1828137689922900204)  2024-08-26T18:29Z [----] followers, [--] engagements


"@calvinfroedge @lasse108 Empires fall when no one knows why the rules created by the strong generation were created. MAD is one of those rules. Calling for denuclearization is suicide - something many Dems support"  
[X Link](https://x.com/GavMcCracken/status/1828137973210325289)  2024-08-26T18:30Z [----] followers, [--] engagements


"@PriitReal @calvinfroedge Sounds like you live close to Russians. When I played counterstrike in EU probably 1/10 games was destroyed by a toxic Russian player. Was actually crazy how disruptive they were on average vs other countries to trying to have fun and enjoy a competitive environment"  
[X Link](https://x.com/GavMcCracken/status/1828138390359023989)  2024-08-26T18:32Z [----] followers, [--] engagements


"I don't know how the #uranium spot market could go lower today. Who would be willing to sell uranium when it just became obvious that the future price will substantially outperform inflation Could it be a hedge fund or large ppl e.g. Goldman dumping physical to buy ETFs cheaper"  
[X Link](https://x.com/GavMcCracken/status/1828172864702271560)  2024-08-26T20:49Z [----] followers, [----] engagements


"@CycleInvestor @saulgoo94536892 @uraniuminsider Dont get me wrong Im still very heavy in U. Just debating if I should call the bluff and drop 500k into SPUT or panic because things aren't adding up -- which they aren't. When $KAP reported guidance in Feb for [----] it resulted in a week of +10% green days.This is a bigger deal"  
[X Link](https://x.com/GavMcCracken/status/1828192382355177869)  2024-08-26T22:06Z [----] followers, [--] engagements


"The #uranium market is now at the point that the only way to explain the price action is through using models relying on second order phenomena. This is incredibly dangerous. There is no first order model that successfully explains the price action. 1/2"  
[X Link](https://x.com/GavMcCracken/status/1828197580850757953)  2024-08-26T22:27Z [----] followers, [----] engagements


"@flashbondtrader This is a 💯 schizophrenic post. Free markets no matter how illiquid don't work this way because if they do there's money to be made in calling the bluff of those downwards manipulating by buying the second they try to sell. This isn't reality"  
[X Link](https://x.com/GavMcCracken/status/1828275314620875025)  2024-08-27T03:36Z [----] followers, [---] engagements


"@toiletkingcap I agree. That's why I manned up and slammed the bid. https://x.com/GavMcCracken/status/1828444235483263124 Reaffirmed my #uranium supply and demand models. Highest estimate of supply is still substantially smaller than smallest underestimate of demand. Calling the markets bluff just took profits with 20% of my non uranium net worth and bought SPUT $U.UN.TO. No shit co's just gains. https://x.com/GavMcCracken/status/1828444235483263124 Reaffirmed my #uranium supply and demand models. Highest estimate of supply is still substantially smaller than smallest underestimate of demand."  
[X Link](https://x.com/GavMcCracken/status/1828624078904644092)  2024-08-28T02:42Z [----] followers, [--] engagements


"@toiletkingcap I'm not buying it for a quick trade. I'm buying and holding and there's no guarantee that it will drop much lower. If it does I'll double down and shift another 20% of my net worth into it"  
[X Link](https://x.com/GavMcCracken/status/1828625174696022288)  2024-08-28T02:46Z [----] followers, [--] engagements


"When the shorts are piling up in your favourite value pick: $urc.to $uroy #uranium 🤫🚀"  
[X Link](https://x.com/GavMcCracken/status/1828884460458168601)  2024-08-28T19:56Z [----] followers, [---] engagements


"Dreaming about lambos is why so many scamco's diluted shareholders 10x to keep the share price flat while growing the market cap 5x. If everyone had just put their capital in SPUT/physical co's we'd be at $200 #uranium. Im as bullish as anyone on #uranium but dreaming about Lambo type gains is a bit far fetched. Investors need to be far more realistic about this trade. And really think about what is possible at different LT and SPOT price points relative to equities. Im as bullish as anyone on #uranium but dreaming about Lambo type gains is a bit far fetched. Investors need to be far more"  
[X Link](https://x.com/GavMcCracken/status/1829606348465848644)  2024-08-30T19:45Z [----] followers, [---] engagements


"@QueenRaya328 @Ibeenthinking31 @NetflixAndHell @DigitalDanielG @izstartin0ver @Snowden It's impossible to write rules that stand the test of time in an evolutionary system. Things must constantly be removed amended or new things constructed"  
[X Link](https://x.com/GavMcCracken/status/1830092408500974037)  2024-09-01T03:56Z [----] followers, [--] engagements


"@AndreasGoertzz @elonmusk Actually Elons statement is more true than it is false. The only way to fix the housing shortage is to reduce permitting times and total paperwork required to build high rise condos. There is no other solution that isn't inflationary"  
[X Link](https://x.com/GavMcCracken/status/1830645975364641069)  2024-09-02T16:36Z [----] followers, [--] engagements


"@AndreasGoertzz @elonmusk No Elons statement is partially false. It is a fact that such a policy would be inflationary. A much better policy would be tearing down previously passed laws that do nothing other than slow home builders down"  
[X Link](https://x.com/GavMcCracken/status/1830818956623376787)  2024-09-03T04:03Z [----] followers, [--] engagements


"@IsabellaMWeber Germany's problems are rooted in ppl that claim to be green whilst closing nuclear power plants & subsequently increasing the cost of electricity and creating inflation by spending 40b tax payer money building natural gas plants which will fund Putin. Higher carbon footprint"  
[X Link](https://x.com/GavMcCracken/status/1830908321018065032)  2024-09-03T09:58Z [----] followers, [---] engagements


"Why is there a buyers strike in the spot market then First big rumor from WNA - no more building nuclear power plants without secured #uranium First big rumor from WNA - no more building nuclear power plants without secured #uranium"  
[X Link](https://x.com/GavMcCracken/status/1831694167468093864)  2024-09-05T14:01Z [----] followers, [---] engagements


"#Uranium $uroy $urc.to is now trading like the royalty portfolio is worth $0 and their only value is their physical uranium holdings. Insane"  
[X Link](https://x.com/GavMcCracken/status/1831717128514187514)  2024-09-05T15:32Z [----] followers, [----] engagements


"@416Bread [--] mil pounds physical uranium and the royalty portfolio should generate 500k pounds/yr exposure to uranium at 100% of spot price by 2027/2028. It will ramp up a lot by year end [----]. I can clean up my research on it and put it out"  
[X Link](https://x.com/GavMcCracken/status/1831779040203608428)  2024-09-05T19:38Z [----] followers, [---] engagements


"Meanwhile people like @vooCSGO tried to gaslight us and excuse CS2's failures. There's a reason I haven't played CS since CS2 release and I used to be a 2.5k elo faceit [--]. It just doesn't feel good. End of story. Would rather do anything else these days. https://www.reddit.com/r/GlobalOffensive/comments/1fbdgot/i_took_aleksibs_advice_shooting_a_bot_at_480fps/ https://www.reddit.com/r/GlobalOffensive/comments/1fbdgot/i_took_aleksibs_advice_shooting_a_bot_at_480fps/"  
[X Link](https://x.com/GavMcCracken/status/1833193041194099150)  2024-09-09T17:17Z [----] followers, [---] engagements


"@vooCSGO OP made an update basically it's not as bad as he shows but [--] frames from shot to target model reacting at 480FPS is actually a 35ms delay difference to CS GO. Not as bad as 60ms. Still terrible when humans can feel the difference between 240Hz monitors and 360Hz monitors"  
[X Link](https://x.com/GavMcCracken/status/1833196773189235194)  2024-09-09T17:32Z [----] followers, [--] engagements


"$uroy $urc.to has 3mil pounds uranium already paid for 2.7mil pounds in storage sold at 81.5$/lb gives 241.5mil cash. Current market cap is 240mil USD. No debt so the royalty portfolio which they paid 43mil to accumulate is trading at a value of -1.5mil USD. Easy value"  
[X Link](https://x.com/GavMcCracken/status/1833508097639280927)  2024-09-10T14:09Z [----] followers, [----] engagements


"@clp923 Just added 20k to my uranium favourite this morning. Will add more tomorrow if it doesn't move. Things have just gotten a little too oversold imo and I really think the ETFs will bounce today and tomorrow which should get technical lads back in. let's hope. Its passed time for it"  
[X Link](https://x.com/GavMcCracken/status/1833511368491761812)  2024-09-10T14:22Z [----] followers, [--] engagements


"This criticism is valid but if one or two mines in our predicted royalties to come online don't come online by [----] the effect would be insanely high spot and LT #uranium contract prices. These pounds *have* to come online and even if they all do there's still a deficit. 2/3"  
[X Link](https://x.com/GavMcCracken/status/1833533818676122087)  2024-09-10T15:51Z [----] followers, [--] engagements


"At the end of the day Uranium Royalty Corp is a classic Warren Buffet buy. You're purchasing a stock at a price today while knowing the stock is capable of returning 30-40%/yr of the current share price in the future. If they trade #uranium for USD for royalties maybe 70-100%"  
[X Link](https://x.com/GavMcCracken/status/1833533820219625579)  2024-09-10T15:51Z [----] followers, [---] engagements


"@MadMoneyMat Right now it's the only undervalued ticker in the sector imo. Everything else is priced fairly because of either future dilutions/capital raises or a need to get debt to continue things moving forward. I'd say it's undervalued by at least 30-35% (80mil USD)"  
[X Link](https://x.com/GavMcCracken/status/1833542731186246012)  2024-09-10T16:27Z [----] followers, [--] engagements


"2. Market cap is about $245mil USD but $URC $UROY owns and has paid for about 3mil pounds #uranium which at current long-term contract prices ($80.5/lb) is worth 241.5mil USD. This values the royalties at 0$ because they have some cash on hand. This is insane as the sheet shows"  
[X Link](https://x.com/GavMcCracken/status/1833588262008721849)  2024-09-10T19:28Z [----] followers, [----] engagements


"4. As #uranium prices increase the developers of those mines will be able to raise capital and will be encouraged to get the mines online ASAP. This won't dilute the royalties however so you get exposure to the mines coming online without the dilution risks jr. miners carry"  
[X Link](https://x.com/GavMcCracken/status/1833588265611632942)  2024-09-10T19:28Z [----] followers, [---] engagements


"5. The value comes from the fact that the stock is trading near its current liquid assets value so you pay a price that is around 30-40% of the future FCF generation ability of the company a few years down the line. This assumes they don't sell #uranium for additional royalties"  
[X Link](https://x.com/GavMcCracken/status/1833588267352264749)  2024-09-10T19:28Z [----] followers, [---] engagements


"6. Additional royalties could make this number much higher. The royalty portfolio they currently have was accumulated for around 45mil USD. At even just half their current rate of capital efficiency the future FCF could be 80-100% of the current market cap"  
[X Link](https://x.com/GavMcCracken/status/1833588269105451096)  2024-09-10T19:28Z [----] followers, [---] engagements


"@GarlicInYourEye @Valarian11 Compensation vs Market: CEO Scott Melbye's total compensation ($USD227.80K) is below average for companies of similar size in the Canadian market ($USD789.91K)"  
[X Link](https://x.com/GavMcCracken/status/1833598196393681112)  2024-09-10T20:07Z [----] followers, [--] engagements


"@pwatts93 What about all the contracting volume coming up That should make it live money"  
[X Link](https://x.com/GavMcCracken/status/1833696580739760428)  2024-09-11T02:38Z [----] followers, [--] engagements


"@clp923 @toiletkingcap Because he's a toilet"  
[X Link](https://x.com/GavMcCracken/status/1833910909707718702)  2024-09-11T16:50Z [----] followers, [---] engagements


"@SilverCrisis405 That's a bit extreme because in capitalism money today is worth more than money tomorrow. If you stockpile [--] years worth even in the worst market circumstances a structual bull market will take off before the end of [--] years. So you've always got time to buy when prices are low"  
[X Link](https://x.com/GavMcCracken/status/1833924349667279214)  2024-09-11T17:43Z [----] followers, [---] engagements


"Just pointing out that if everyone on #utwit put one paycheck into SPUT we'd be at a premium; simultaneously calling the free markets bluff and potentially ending the buyer's strike. But to do that y'all have to stop gambling on #uranium penny stocks that will dilute you 5x more"  
[X Link](https://x.com/GavMcCracken/status/1833956737038393649)  2024-09-11T19:52Z [----] followers, [----] engagements


"Even worse is when you guys delete your net worth buy buying options on $CCJ $CCO every single time they have earnings @UrTokenCorgi looking at you"  
[X Link](https://x.com/GavMcCracken/status/1833957279558955033)  2024-09-11T19:54Z [----] followers, [---] engagements


"@DionysianAgent Are you worried your acceleration will be stopped by Putin boosting the cost of 20% of USA power production by 10x or more like he did to EU in the Winter a few years ago (referencing his upcoming ban on 44% of global enriched U exports yet the West has 68% of U power gen)"  
[X Link](https://x.com/GavMcCracken/status/1834230662758318315)  2024-09-12T14:00Z [----] followers, [--] engagements


"@DionysianAgent Im worried bc I know how much power large models take"  
[X Link](https://x.com/GavMcCracken/status/1834230824180339055)  2024-09-12T14:01Z [----] followers, [--] engagements


"@Yellowbull11 Unfortunately SPUT isn't rallying as hard as I wish it would. If it hits a premium for 100mil USD worth of capital raised it will call the buyer strike's bluff and set things on fire for itself and for everyone else"  
[X Link](https://x.com/GavMcCracken/status/1834238918385922444)  2024-09-12T14:33Z [----] followers, [---] engagements


"Two of $UROY's best royalties are on this property. The cash flow will commence. soon. y$URC.TO remains incredibly undervalued even after the recent rally primarily due to the nearness of Dewey-Burdock and Lance (by Peninsula). #uranium enCore Energy Continues to Advance Dewey-Burdock Project Permitting & Licensing $eu $eu.v #uranium #nuclearenergy https://t.co/gzu0G7RsOJ enCore Energy Continues to Advance Dewey-Burdock Project Permitting & Licensing $eu $eu.v #uranium #nuclearenergy https://t.co/gzu0G7RsOJ"  
[X Link](https://x.com/GavMcCracken/status/1834241321323630785)  2024-09-12T14:43Z [----] followers, [----] engagements


"@Stratocharge My next paycheck comes in Monday. Will be putting 40% into $U.UN $SRUUF and 40% into $UROY $URC.TO. Overall I believe in URC more but I want to self-actualize the thesis. We're one rally in SPUT over NAV away from the buyer's strike being forcefully ended by a violent spot rally"  
[X Link](https://x.com/GavMcCracken/status/1834244164382245072)  2024-09-12T14:54Z [----] followers, [---] engagements


"@PrinceParfait3 It's my biggest position by far all is long term holds though. I don't want to accidentally sell what I think is a short term rally but ends up being the squeeze or start or the squeeze with a minor pullback as an intermission"  
[X Link](https://x.com/GavMcCracken/status/1834251987719721097)  2024-09-12T15:25Z [----] followers, [--] engagements


"$NVDA to $80. #uranium to $1000. Get ahead of the swarm and into uranium before it's cool Without capital flowing into $URNM $URA the AI bubble will pop. @blondesnmoney Honestly with electricity bills skyrocketing everywhere maybe this will be the black swan to tank the market. Can't train your AIs without electricity. @blondesnmoney Honestly with electricity bills skyrocketing everywhere maybe this will be the black swan to tank the market. Can't train your AIs without electricity"  
[X Link](https://x.com/GavMcCracken/status/1834261533112606956)  2024-09-12T16:03Z [----] followers, [----] engagements


"If you're not a geologist don't pretend to be one by betting on Jr. explore co's that are going to dilute you another time into year end. Instead look into owning physical and reap the near +40% return just from SPUT returning eventually to its value from this year. #uranium"  
[X Link](https://x.com/GavMcCracken/status/1834266894548746310)  2024-09-12T16:24Z [----] followers, [---] engagements


"@PraiseKek I'm friends with a few geologists only one of which is a uranium geology expert. None of them have bought any Jr. Miner's. They're primarily in physical at the moment via $U.UN $SRUUF and $URC.TO $UROY with smaller exposure to $CCJ $CCO because they're optimistic on Dawn Lake"  
[X Link](https://x.com/GavMcCracken/status/1834280465035133142)  2024-09-12T17:18Z [----] followers, [---] engagements


"@PraiseKek Their arguments are that the Jr's don't have good enough geologists and/or experienced enough execs to hit great drills and if they only hit good drills the market cap growth from dilutions may damage the overall share price performance"  
[X Link](https://x.com/GavMcCracken/status/1834280802794049667)  2024-09-12T17:19Z [----] followers, [--] engagements


"@PraiseKek Yeah for sure. I also think this plot is what most #uranium investors don't understand. Most of the Jr's are trading like they've already made "discoveries" & they have yet to go through long painful orphan periods. That's why I think the physical metal will likely rally Jrs"  
[X Link](https://x.com/GavMcCracken/status/1834284180941013186)  2024-09-12T17:33Z [----] followers, [---] engagements


"🧵1. I'm in AI w/ my PhD focused on how neural networks learn so remarkably. I left $NVDA stock 1yr ago bc I bet on power demand 📈 #uranium #nuclear. I can't stress enough how much energy large models take for a single inference request but now this. https://x.com/polynoamial/status/1834280425457426689 @OpenAI o1 is trained with RL to think before responding via a private chain of thought. The longer it thinks the better it does on reasoning tasks. This opens up a new dimension for scaling. Were no longer bottlenecked by pretraining. We can now scale inference compute too."  
[X Link](https://x.com/GavMcCracken/status/1834300912162251233)  2024-09-12T18:39Z [----] followers, [----] engagements


"2. This is why I'm in #uranium in one chart but on steroids. For those that don't understand this chart it's a log-plot. It means they're using exponentially more compute to get better answers and the better answers are amazing 89% on the math olympiad is awesome"  
[X Link](https://x.com/GavMcCracken/status/1834300914187870572)  2024-09-12T18:39Z [----] followers, [---] engagements


"3. My largest fear is that the free market is currently failing. If Putin cuts 44% of the global supply of enriched #uranium this could be the black swan to decimate $SPY $SPX. Who will buy GPUs if power costs 5x $NVDA will tank. We need bids in $URNM $URA and we need them now"  
[X Link](https://x.com/GavMcCracken/status/1834300916255916341)  2024-09-12T18:39Z [----] followers, [---] engagements


"6. Someone bigger than I am needs to sound the alarm. There's risk here that a coming recession is caused by these events. Likely the only safe place for your investment dollars will be energy in particular #uranium as everything else tanks. Run the numbers. There's opportunity"  
[X Link](https://x.com/GavMcCracken/status/1834300920139530570)  2024-09-12T18:39Z [----] followers, [---] engagements


"7. This is bigger than #utwit. #uranium prices need to increase to flow capital into uranium miners and it needs to happen ASAP. Western governments need to rush funding for overtime pay for building enrichment facilities; free markets win only when information flows. Retweet 🧵"  
[X Link](https://x.com/GavMcCracken/status/1834300921364299889)  2024-09-12T18:39Z [----] followers, [---] engagements


"And remember if energy prices go up utilities can pay more for #uranium. The sector is going to have one amazing bull run for the history books and with any luck it happens earlier rather than later"  
[X Link](https://x.com/GavMcCracken/status/1834300922614137183)  2024-09-12T18:39Z [----] followers, [---] engagements


"I think North Korea doesn't understand what mutually assured destruction is. #uranium"  
[X Link](https://x.com/GavMcCracken/status/1834404470060425251)  2024-09-13T01:31Z [----] followers, [---] engagements


"@narcissistchro1 There is a supply deficit of 20-30mil pounds a year. There's also a few hundred million pounds of U above ground. No one knows how long until it's empty because some pounds are in nukes other pounds in fuel cells for nuclear submarines and many more pounds in classified storage"  
[X Link](https://x.com/GavMcCracken/status/1834636566741872942)  2024-09-13T16:53Z [----] followers, [--] engagements


"@narcissistchro1 @rnsaffn Markets aren't always rational thoughin fact they're primarily driven by emotions"  
[X Link](https://x.com/GavMcCracken/status/1834665850319647149)  2024-09-13T18:49Z [----] followers, [--] engagements


"@PraiseKek I've been saying this nonstop since Putin announced it. If Russian enriched U is cut off from the west it would total western stock markets. the entire $NVDA thesis and thus the $SPX is cheap electricity to train and run AI models"  
[X Link](https://x.com/GavMcCracken/status/1834754430689857548)  2024-09-14T00:41Z [----] followers, [---] engagements


"If Russia bans #uranium exports the West is cut off from 44% of global enriched uranium exports while being 65-70% of the demand. Uranium prices will skyrocket. If #Russia bans #uranium export the ban will probably be targeted and applied to specific countries. https://t.co/QOmPGR0vbr https://t.co/Vtr5YeOCmD If #Russia bans #uranium export the ban will probably be targeted and applied to specific countries. https://t.co/QOmPGR0vbr https://t.co/Vtr5YeOCmD"  
[X Link](https://x.com/GavMcCracken/status/1834977497173082595)  2024-09-14T15:28Z [----] followers, [----] engagements


"Russia isn't going to cause Nuclear war or WW3 because of NATO weapons being used to hit Russia. They'll just cripple us economically by refusing to export #uranium causing electricity prices to 5x $NVDA to crash as no one wants to pay for training AI models and $SPX to halve"  
[X Link](https://x.com/GavMcCracken/status/1835039117119197474)  2024-09-14T19:33Z [----] followers, [---] engagements


"@WhoaNellie4 Also this chart will help you understand the uranium thesis. All that matters is supply vs demand being out of balance for a few more years even without a Russian export ban:"  
[X Link](https://x.com/GavMcCracken/status/1835131055147245729)  2024-09-15T01:38Z [----] followers, [--] engagements

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