6grades

Predicting 100x in uranium, the clean and cheap energy of the next 100 years

[Luke Morrison @LMorrison21651]

$ASPI More than doubled my position today. Asymmetric bet where I’m willing to risk it.

[₿Strategy 🟧 @MarsSTRonaut]

Why i am bullish $ASPI

The world is obsessed with GPUs, AI models, and next-gen nuclear reactors. But the market is entirely missing the single, microscopic bottleneck holding all of them back: Isotopes.
Right now, the global supply chain for these critical elements is broken, monopolized, and relies on 1940s technology.
ASP Isotopes Inc $ASPI is not just another materials company. It is a deep-tech enabler that is uniquely positioned to revolutionize three multi-billion-dollar industries by unlocking elements the world has been desperate for.

The world’s isotope supply relies almost exclusively on massive, spinning mechanical centrifuges technology that is capital-intensive, slow, and dangerously inefficient for the light elements needed for modern tech

ASPI’s weapon is its proprietary Aerodynamic Separation Process (ASP) and Quantum Enrichment (QE) technology.
Think of it as a "stationary wall centrifuge." It uses advanced gas dynamics rather than clunky spinning parts to separate isotopes with precision, efficiency, and speed that legacy systems cannot match
This technological moat allows ASPI to process gases and isotopes that others simply can’t, faster and at a lower cost.
They are bringing 21st-century physics to a 20th-century industry.
ASPI is the picks and shovels play for the most important technologies on earth. They are constructing the foundational materials required for:

Silicon-28 isn't just better silicon; it is the required architecture for Silicon Nanowires and unlocking quantum computing’s true potential. By removing noise from Silicon-29 and 30 isotopes, ASPI can enrich Si-28 purity to >99.995%
This extreme purity allows qubits to hold their entangled state for significantly longer, solving the main hurdle standing between quantum labs and commercial reality. Moreover, enriched Si-28 conducts heat far better, allowing conventional chips to run cooler and faster.
The West wants advanced nuclear reactors (SMRs) to battle climate change. However, these reactors need a specific, unavailable fuel: High-Assay Low-Enriched Uranium (HALEU) Legacy infrastructure cannot produce it at scale.
ASPI, through its subsidiary Quantum Leap Energy (QLE), is applying its technology to address the projected $37B+ demand for HALEU by 2037. QLE recently signed an MOU with a European partner for potential HALEU supply, positioning $ASPI as a strategic Western player in the global green energy transition.

The medical world is experiencing severe shortages of medical isotopes like Molybdenum-100 and Ytterbium-176, critical for diagnostics and targeted cancer therapies.
ASPI’s technology solves the light-element separation bottleneck, allowing them to produce highly enriched stable isotopes efficiently. Radiopharma currently leads their revenue narrative, and shipments of Yb-176 are targeted for 2026.
Perhaps $ASPI’s most undeniable advantage is geopolitical supply chain security.

Currently, the West is dangerously reliant on Russia and China for multiple critical isotopes. $ASPI is building the West’s only independent enrichment capacity for several of these vital elements, breaking these authoritarian monopolies.
They aren't just selling materials; they are selling national security for Western tech and energy infrastructure.
The Inflection Point is Now
$ASPI is moving from R&D to active commercial scale. They contracted Silicon-28 supply to a global semiconductor company through 2030 and beyond. Four facilities including isotope, medical, and heliumare expected to begin commercial production over the next 12 to 18 months, generating free cash flow.
Backed by a strong cash position of $333 million to scale their commercial pipeline, $ASPI is positioned as the indispensable foundational architect for the future of medicine, energy, and AI.
$ASPI #Isotopes #Semiconductors #DeepTech #NuclearEnergy #HALEU #SupplyChainSecurity #WesternDemocracies

[Greenberg Enterprises @GreenbergEnt]

For everyone excited about SpaceX, pay attention to Helium $ASPI

https://t.co/QVgqzNmLQk

[James E. Thorne @DrJStrategy]

This bull cycle will last far longer than Wall Street expects.

There is no bubble. AI infrastructure and semiconductor demand are still in the early stages, supporting S&P 500 earnings growth toward $650 by 2031.

Inflation is not the issue many claim; a supply shock simply changes relative prices. Why does everyone forget their undergraduate economics?

Warsh is not a hawk.

We are also heading toward a constructive Iran deal that restores risk-on momentum.

Ignore the doomers. This cycle has substantial room to run.

[Robert B. Hayes, PhD, CHP, PE @1c905d11c9a4459]

The USA just built a nuclear reactor in less than a year

https://t.co/slASSOlQkr

[Chris @StonkChris]

Nuclear bulls, you might want to pay attention to this.

During a live event at the Oval Office today, a reporter asked about small modular reactors. Energy Secretary Chris Wright responded by emphasizing just how important SMRs are to America's energy future.

Then he casually dropped this:

"Before the sun goes down today, you'll see a BIG announcement in the nuclear space."

I've been pounding the table on nuclear for months now. Let's see what they've got cooking.

$ASPI $BWXT $CCJ $IMSR $LEU $NNE $OKLO $SMR

[StockWhale @thestockwhale]

Nuclear is one of the ONLY sectors in the world right NOW that can 30X your money.

And it's still so EARLY. If you WANT to be rich, buy nuclear every single chance you can get.

Here are the top nuclear stocks to buy this week:

1. NuScale Power $SMR
2. Oklo $OKLO
3. ASP Isotopes $ASPI
4. Terrestrial Energy $IMSR
5. GE Vernova $GEV
6. Vistra Corp. $VST
7. Cameco Corporation $CCJ
8. Nano Nuclear Energy $NNE
9. X-Energy $XE
10. BWX Technologies $BWXT
11. Lightbridge $LTBR
12. Centrus Energy $LEU

ETFs include $NUKZ, $URA, $NLR, and $XLU

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Secretary Chris Wright @SecretaryWright]

Last year, President Trump set an aggressive goal: next generation nuclear reactors critical by July 4th of this year—for America's 250th.

We are on track to have multiple reactors achieve criticality to meet @POTUS' goal and accelerate the American Nuclear Renaissance.

[The Bull Whisperer @Thebullwhisper]

$ASPI The paper supports the idea that companies like:
$INTC
$MSFT
$IBM

Thanks to enriched silicon-28 may eventually leverage decades of conventional semiconductor manufacturing expertise for quantum computing.
The significance is not that they built a large quantum computer. Instead they demonstrated something closer to:
"We can manufacture quantum devices with the same industrial mindset used to manufacture modern CPUs."

That is a crucial step toward scaling from dozens of qubits today to the millions that future fault-tolerant quantum computers may require.

The paper shows that Intel can manufacture and automatically test silicon spin-qubit devices across entire 300 mm semiconductor wafers with very high yield and consistency, providing strong evidence that silicon quantum computers could eventually be mass-produced using CMOS chip-factory technology.

Enriched silicon-28 (Si-28) might not require rebuilding an entire fab, but it does require modifications to the supply chain and some process qualification work.

The reason Intel and others are excited about silicon spin qubits is that they are much closer to conventional semiconductor manufacturing than competing approaches like superconducting qubits.

What changes with Si-28?

Natural silicon consists of roughly:

92% Si-28

5% Si-29

3% Si-30

The problem is that Si-29 has a nuclear spin, which creates magnetic noise that shortens qubit coherence times.

So quantum companies often use silicon enriched to >99.9% Si-28.

What stays the same?

Most of the fab remains the same:

Clean rooms

Lithography tools

EUV scanners

Etchers

Deposition tools

Metrology equipment

Wafer handling systems

The transistors don't care whether the silicon atoms are natural silicon or enriched Si-28.

What changes?

The biggest changes are upstream:

1. Producing enriched Si-28 feedstock

2. Growing Si-28 crystals or Si/SiGe heterostructures

3. Preventing contamination from natural silicon

4. Qualifying the process to ensure isotopic purity survives fabrication

These are significant challenges, but they're nowhere near building a completely new fab from scratch.

Intel's likely advantage

Intel's D1 research fab already has:

300 mm processing

EUV lithography

Advanced silicon-germanium epitaxy

State-of-the-art process control

If Intel decided tomorrow to move from natural silicon to enriched Si-28 wafers, they would mostly be changing:

materials sourcing

epitaxial growth processes

process recipes

rather than replacing billions of dollars of equipment.

Compared with superconducting qubits

This is where the difference becomes stark.

For superconducting qubits, you can't simply take a modern CPU fab and start making quantum processors at scale. The materials, layouts, testing methods, and packaging are quite different.

For silicon spin qubits, the vision is:

1. Grow Si-28 wafers.

2. Run them through largely standard CMOS processes.

3. Fabricate millions of quantum dots similarly to how billions of transistors are fabricated today.

That's why many researchers view silicon spin qubits as one of the most plausible paths to very large-scale quantum computers.

One caveat: this paper used a Si/SiGe heterostructure, not bulk enriched Si-28. The real question is whether Intel can achieve the same yield and uniformity on 300 mm isotopically enriched Si-28/SiGe wafers. Many experts believe it's feasible, but demonstrating it at industrial scale is still an active engineering challenge rather than a solved manufacturing problem.

[Jøhnathan @Heavenly_Race_]

Once you hit about a 20-point IQ gap, communication starts to completely break down.

It's not that the lower IQ person is "stupid" (although that can often be the case) or the higher one is arrogant, it's that you're literally operating on different systems.

A 20 point difference (roughly 1.3 standard deviations) means:

Vocabulary and abstraction levels diverge sharply. What feels like crystal clear logic to one side sounds like vague, pretentious word salad to the other. Jokes land flat. Metaphors get taken literally. Complex cause and effect chains get simplified into "this good, that bad."

Different time horizons and pattern recognition. One person thinks in months or years and sees systems, the other is locked into days or immediate rewards. Trying to explain second order effects feels like speaking another language.

Also, processing speed and working memory gaps. The higher IQ person is already three steps ahead, getting impatient. The lower IQ person feels talked down to or overwhelmed.

Both walk away frustrated.

Both have wasted each others time.

[U.S. Department of Energy @ENERGY]

https://t.co/KFhg77nHcq

[6grades @6grades]

@ChrisTimmins Congrats @ChrisTimmins !!! Welcome $MANU !!!

[OreStocks News @OrestocksNews]

Manhattan Uranium Discovery Corp. Completes Transformational Acquisitions of Urano Energy and Pegasus Resources

Terms include 26,249,999 subscription receipts converting into units with attached warrants exercisable at $0.60 until March 31, 2028. $PEGA.V

Full release: https://t.co/qFI2qFZ81I

[Muddy @ChrisTimmins]

Spent years watching great uranium assets sit scattered and underdeveloped.

So we fixed it. AERO + Urano + Pegasus = Manhattan Uranium.

You’re welcome!

$AERO.V $PEGA.v $UE.CN

$MANU.v

[U.S. Department of Justice @TheJusticeDept]

🚨HAPPENING NOW: Justice Department announces indictment against Southern Poverty Law Center ("SPLC"). Our indictment alleges SPLC secretly funneled MORE THAN $3 MILLION in funds to members of white supremacist and extremist groups.

[The Rational Animal 🤔 @theobjectivist]

The greatest civilization in human history produced something no other society ever has: a system so free that you can make a living destroying it.

Every day, thousands of Americans wake up in homes built by capitalism, eat food delivered by capitalism, pick up devices created by capitalism, open apps funded by capitalism, and post anti-capitalist content to audiences assembled by capitalism. Then they collect ad revenue, sponsorships, and donations generated by the very system they are denouncing. The machine they hate is the machine that feeds them.

What made this possible? A culture that never taught them what capitalism is or why it works. They were educated in government schools that taught them to resent the producers, pity the unproductive, and view wealth as something taken rather than created. They graduated with strong opinions and no rational frame of reference. So they did what the system allows: they monetized their ignorance.

The irony is not that they are hypocrites. It is that capitalism is so productive, so resilient, and so generous that it even feeds the people trying to kill it. No socialist system has ever been secure enough to tolerate its own critics, let alone pay them.

[6grades @6grades]

You'd have to hack minds to steal the true means of production.. Appealing to virtue?

[The Rational Animal 🤔 @theobjectivist]

This perfectly captures the parasite's delusion: that wealth is static loot to be seized and redistributed.

Here's what actually happens when you "repossess all their stuff":

The producers will rebuild. They'll create new wealth because that's what they do. They identify opportunities, solve problems, innovate, build businesses, and generate value. Their wealth came from their minds, not magic.

The looters will consume what they stole at light speed and wind up with nothing. Because they never learned to produce. They only know how to take.

Look at every socialist revolution in history: seize the factories, the farms, the businesses. Within years, everything collapses. The factories stop producing. The farms stop yielding. The wealth evaporates. Venezuela. Cuba. Soviet Union. Zimbabwe. The pattern is identical.

Why? Because wealth isn't stuff sitting in a vault. Wealth is the ongoing process of human intelligence applied to production. Confiscate a factory and you get the building. You don't get the knowledge, vision, and competence that made it productive.

The "rich" you want to loot aren't dragons hoarding gold. They're producers creating value. Rob them and you rob everyone, including yourself.

You'll be left with ruins and still blame capitalism.

[6grades @6grades]

Would you have to hack minds to steal the true means of production... by appealing to virtue?

[The Rational Animal 🤔 @theobjectivist]

This perfectly captures the parasite's delusion: that wealth is static loot to be seized and redistributed.

Here's what actually happens when you "repossess all their stuff":

The producers will rebuild. They'll create new wealth because that's what they do. They identify opportunities, solve problems, innovate, build businesses, and generate value. Their wealth came from their minds, not magic.

The looters will consume what they stole at light speed and wind up with nothing. Because they never learned to produce. They only know how to take.

Look at every socialist revolution in history: seize the factories, the farms, the businesses. Within years, everything collapses. The factories stop producing. The farms stop yielding. The wealth evaporates. Venezuela. Cuba. Soviet Union. Zimbabwe. The pattern is identical.

Why? Because wealth isn't stuff sitting in a vault. Wealth is the ongoing process of human intelligence applied to production. Confiscate a factory and you get the building. You don't get the knowledge, vision, and competence that made it productive.

The "rich" you want to loot aren't dragons hoarding gold. They're producers creating value. Rob them and you rob everyone, including yourself.

You'll be left with ruins and still blame capitalism.

[Lucy Biggers @LLBiggers]

“A gallon of jet fuel contains 34 kilowatt-hours of energy in a package weighing six pounds. A lithium-ion battery storing the same energy weighs 250 pounds. That density gap is why every military on earth runs on liquid hydrocarbons, why every container ship crossing the Pacific burns bunker fuel, why every combine harvester in Iowa runs on diesel, and why every 747 landing at Heathrow runs on kerosene. The fact that nobody wages war over solar panels is evidence of their limitations not superiority.” —@Shellenberger https://t.co/D2NxnfwvqU

[Lukas Ekwueme @ekwufinance]

Rick Rule: This energy crisis will be widely bullish for uranium in the long run

The Japanese nuclear fleet, the 2nd largest in the world, was constructed as a result of the painful experience of the Arab oil embargo in 1973.

Currently, they run 15 of their 41 reactors, expect the reactivation schedule to increase.

The current energy crisis will have a similar effect, as uranium’s extremely high energy density allows countries to store years’ worth of energy supply with relative ease - making it the best strategic energy source

- Japan runs 15 of their 41 reactors – expect increased reactivations
- Uranium is already in deficit
- Available supplies at cheap prices are quickly running out
- The pace of new plant construction will be red hot

Uranium is the winner of the current energy crisis