Alexandra Franzos

[unusual_whales @unusual_whales]

Morgan Stanley says the U.S. stock sell-off may be nearing its end.

Strategist Mike Wilson says investors should get ready to buy the dip, as the three-month correction enters its final stages.

It comes after the Russell 2000 entered correction territory last week.

[Ivan @IvanjBebek]

The AI boom is a metals boom in disguise.

Bloomberg just priced a single AI data center at ~$30 billion.

That's the cost of more than 2x USS John F. Kennedy aircraft carriers.

A breakdown of where that $30B really goes: 🧵

[Alexandra Franzos @AFranzos]

@AbudBakri You 🥰
Awesome navigation 🙌🏼

[a16z @a16z]

Energy capacity = economic capacity, in one chart

There are no low electricity, rich countries

[Bloomberg @business]

Google parent Alphabet is close to an agreement to buy nuclear energy from Constellation Energy, as technology companies race to line up power for the data-center boom. https://t.co/EhJsnl89F7

[U.S. Department of Energy @ENERGY]

https://t.co/bdIyadS1Yz

[NRC @NRCgov]

HISTORIC: We just approved the first-ever U.S. commercial small modular reactor construction permit, completed ahead of schedule in just 14 months, through efficient, safety-focused review. The future of advanced nuclear starts now. https://t.co/1CKn9KhLc3 #NRCNews

[Giorgia Meloni @GiorgiaMeloni]

Oggi il Parlamento ha approvato in via definitiva la legge sul nucleare.

Dopo quasi quarant'anni, l'Italia torna ad avere un quadro di regole per produrre energia nucleare. Una scelta coraggiosa e di buon senso.
Oggi importiamo elettricità prodotta dalle centrali nucleari di nazioni vicine, ma non possiamo produrla noi. Questa legge serve a cambiare le cose.

Cosa significa per famiglie e imprese:
• Più sicurezza energetica: meno dipendenza dall'estero e meno esposizione alle crisi internazionali che abbiamo pagato in bolletta.
• Energia stabile e a basse emissioni, che lavora insieme a tutte le altre, a partire dalle rinnovabili.
• Una risposta concreta alla domanda di elettricità che crescerà con data center e intelligenza artificiale.

Parliamo di tecnologie di nuova generazione, non delle vecchie centrali.
Ora il Governo scriverà le norme attuative su sicurezza, autorizzazioni, gestione dei rifiuti e rapporto con i territori.
Era un impegno preso con gli italiani. Un altro impegno che abbiamo mantenuto 🇮🇹

[Alexandra Franzos @AFranzos]

Australia needs to get its energy growth sorted ASAP

[Daniel Maguire @DMaguireARK]

AI Is The Most Powerful Joule In History

Economic activity transforms energy -> GDP.

Historically, technology has improved this conversion. AI represents humanity’s most profound conversion mechanism yet (~10x humans & growing).

Energy-rich, low-income countries don't exist!

[NucNet Nuclear News @NucNetNews]

🇫🇷 EDF Planning To Build 10 Nuward SMRs In Europe By 2035, Says Executive. #NuclearPower #NuclearEnergy

First #nuclear unit likely to be in France, with a second expected in Italy

👉FULL STORY: https://t.co/FNHGaPgDSp

[The Nuclear Company @TheNuclearCo]

He's operated nuclear reactors beneath the ocean and built and operated some of the largest on land. His next mission: Proving how we can do it better, faster, and at fleet scale.

Our President and Chief Nuclear Officer @TheNuclearJoe takes the stage at the Nuclear Salon (@SocieteGenerale x New Climate Inc.) during Climate Week NYC to talk about making nuclear construction repeatable at scale.

🗓️ September 21 | 📍 245 Park Ave.

[Johan Christian Sollid @sollidnuclear]

EU Chief puts nuclear and renewables side by side 🤝

Nuclear energy was placed directly alongside renewables in Ursula von der Leyen’s State of the Union address this week.

"When Russia cut us off the gas, we fought back. Our supplies are now more diversified. We insvested in our homegrown clean energies, and this is renewables and nuclear.", said Von der Leyen in her speech.

Von der Leyen then called for Europe to double down on affordable and homegrown clean energy being renewables and nuclear adding “Technologically neutral.” as the basis.

For context nuclear energy produced around 651 TWh in the EU last year corresponding to 23.2% of all electricity generation in the EU. On an individual technology basis, nuclear remained the largest source of EU electricity, ahead of natural gas and wind. At the same time, gas-fired generation increased by 8.6% in 2025 as hydro and wind generation fell.

The European Commission's own final Nuclear Illustrative Programme (PINC) now estimates that around €241 billion in the base case will be invested in lifetime extensions and new reactors by 2050. EU nuclear capacity may increase from around 98 GW today to roughly 144 GW by 2050, with further investment expected in SMRs and advanced reactors.

[Matt Loszak | Aalo Atomics @MattLoszak]

Still just day 1

[Nuclear Business Platform @Nuclear_BP]

🟡 URANIUM'S NEW CHAPTER

Kazatomprom: "We could have sold the entire volume of our production into the East and still there would be more appetite coming from the East."

The uranium market isn't in another cycle. It's in a new chapter. 🧵

[Kalshi @Kalshi]

BREAKING: Moody’s says the US AI boom needs $110 billion worth of new power plants

[Jonathan Fisher, The Australian Uranium Guy @CxuAsx]

HOW ABOUT IT, @ChrisMinnsMP ⁉️$CXU

In light of overwhelming evidence - commercial, scientific, environmental - and strong community support...

ITS TIME TO REMOVE THE #URANIUM BAN!

🙏PLS REPOST

@NSWLabor @MineralsCouncil @walabor @LiberalAus @LiberalsWA @oneNationPau @AustralianLabor

[Uranium Intern @uraniumintern]

🚨Another day, another country returning to nuclear power #uranium

[Alexandra Franzos @AFranzos]

@CoinMarketCap @Theta_Network not Theta Labs guys ✅

[John Quakes @quakes99]

Pow!💥🥊 #Uranium Contract Price Hits Nominal All-time High of $96.50, Deeper Supply Deficits Ahead⤵️⚛️⛽ Citi sees $140 by late 2027.📈⬆️💲🛢️☢️🤠🐂 #UraniumSqueeze 🗜️⌛💣💥🌊🏄
https://t.co/lmAYEplec3

[James Connor @JamesConnor1999]

Per Jander of WMC breaks down what he’s seeing in both the spot #uranium and contracting markets, including utility buying activity, pricing dynamics and the signals investors should be watching. Replay https://t.co/7JGmQF0iRT