We invest together, we die together. Bad boys for life.
Joined November 2020
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Nice move in $PESI today so far. I think this is going much higher from here. Capital raise off the table, Q4 likely CF positive, and Hanford waste streams finally ramping nicely. A perfect convergence of events.
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Everyone (myself included) spent a year saying $IMSR having no shelf was the bull case and look how it did. Well, it has one now, so this better be the bottom
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TraderMikeLowrey retweeted
$PESI if there was any doubt?
elkhornmediagroup.com/doe-br…
Curtesy of DOMO Capital Management, LLC
@DOMOCAPITAL and Mike Lowrey
when the $PESI receives expanded capacity limit to 4.2M gallons EPS power to ~$5.00
Y'all can do the math on the expansion to 9M gallons by 2030
I’m fine with people having bearish takes but the worst kind of people on X is when an event that no one knew was coming happens (Binance getting hacked) and then they are like “I told you” “How bout now” - sure it worked out but you can recognize it wasn’t because of your TA
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$HQ looking tasty here? I’d like to see it over the 50 day but looking healthy with everything considering @stepnotonpets @EricTheUmpire
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Days like today is why i’m glad to be invested into spacs like $CCXI - Minimum downside and room to move upwards once everything settles
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$CCXI Probably nothing
J.P. Morgan sees humanoid robots starting in factories and warehouses before expanding into retail, homes and elderly care as safety and dexterity improve.
The more complex those jobs become the more sensing, 3D vision and onboard compute each robot needs which is why I like $VPG, $OUST and $OSS as ways to benefit regardless of which robot maker wins.
$IMSR
Patience will pay big here. Everything is getting dragged down in this tape. Terrestrial Energy continues to take major steps forward.
Terrestrial Energy has submitted a topical report to NRC for its 390 MW SMR. They're persuing a two part licensing model where non-nuclear parts of the plant are constructed (and perhaps even operated) while the nuclear part are still being licenesed. Article link in reply.
If the non-nuclear blance of plant is built and ready to operate well before the nuclear part is ready, they may produce power for awhile using natural gas, to generate revenue.
Their 390 MW molten salt reactor is set to be deployed at the the US Army’s Aberdeen Proving Ground in Maryland. This two-part licensing approach may help them provide power to the army base on time.
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$CCXI is getting close to the “Well retail stopped caring” level
Spacs will lure you to sleep, just like $WLAC, $CLBR, and $CEPT - they all had a run and came back to NAV. I’ve lived this out before - PATIENCE….or don’t and panic sell
Since people on X can’t read here is a graphic with Agility Robotics aka $CCXI and who has invested, partnered, or is a consumer:
$CCXI
Agility is going to be able to do all sorts of name dropping.
Maybe today the market isn't hungry for the only pure play humanoid robotics stock with all these high profile partners, but it will be.
I loaded up as much as I could under $12 $CCXI
Added $CRWG here as well - average $17
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