Achieving Alpha

Newsletter focused on disruptive innovation. Actively hunting for multi-baggers.

[Achieving Alpha @AlphaNewsletter]

Your portfolio should be a reflection of your vision for the future⚡️

- Achieving Alpha

[Achieving Alpha @AlphaNewsletter]

@FinanceLancelot Where’re you seeing that?

[Alec @AlecReiss]

The Valley is small. When you act with low integrity it always comes back to bite you in the ass. Loyalty, honesty, and integrity are imperatives.

[Alec @AlecReiss]

Sonith has split from @OriginsInc and is launching a show with exactly the same concept lmao.

Tldr we got into an equity dispute (he got greedy and tried to undermine me).

Origins will continue with a new cohost and better episodes every week.

[Alec @AlecReiss]

Loyalty is an extremely underrated and underappreciated trait. Take bets on people and cherish those who have bet on you

[Alec @AlecReiss]

Education is your responsibility

[Origins @OriginsInc]

Full episode dropping Tuesday

[Sonith @_sonith]

How Josh Browder (@joshuabrowder) interviewed Warren Buffet at 18:

[Achieving Alpha @AlphaNewsletter]

@Ballzonchest @mememe69696969 @Polymarket floof just wants to steal the spotlight😂

[Achieving Alpha @AlphaNewsletter]

@vincent_law0 @Ledger @toly @solana what a smart young man

[Achieving Alpha @AlphaNewsletter]

@COOPVOLTV7 @cryptojack @Floof_Noodles let's floofing go!!

[Achieving Alpha @AlphaNewsletter]

@COOPVOLTV7 @SolJakey @Floof_Noodles rise of the floofs

[Achieving Alpha @AlphaNewsletter]

@DabbiPhatSax @Regrets10x team is working so hard behind the scenes on this project, highly recommend checking it out

[Achieving Alpha @AlphaNewsletter]

@LesterHamptr 50m is just the beginning

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

Investment Thesis: ASP Isotopes

Remember the Rare Earths Materials trend?

That was a dud.

Lithium, it turns out, is widely abundant.

What’s truly rare and in high demand?

Isotopes.

1. Silicon-28 : semiconductors

2. Carbon-14 : radiocarbon dating

3. Enriched Uranium : nuclear energy

4. Molybdenum-99 : nuclear medicine

5. Yterrbium-90 : radiotherapy

How do I know they are rare?

Physics!

They decay.

Some decay quite fast - like Yterrbium-90.

That element is used as a ‘tracer’ in cancer diagnosis.

Half of Yterrbium disappears in 3 days.

That means you need a reliable enrichment technology to produce these at scale.

And the cost per gram of these isotopes implies an ~80% margin.

Is there a moat?

Yes.

You need government licenses and permits to handle. ship, purchase, sell, enrich or package radioactive material.

Potential Customers / TAM?

1. SMR developers (eg, Rolls Royce, @sama’s Oklo, NuScame, TerraPower)

2. Foundries and chip makers: $GFS $TSMC $INTC $ASML $LRCX $AMAT

3. Hospitals

4. Governments (that need to dispose ‘tails’ — spent uranium shells)

What themes does this link to?

- Aging demographics (medicine)
- Nuclear Renaissance
- Semiconductors

What are the Comps?

Centrus Energy ($LEU): $680 MM market cap. Unprofitable.

Silex Systems ($SILXF): $842 MM market cap. Unprofitable.

Nasdaq listed $ASPI is sub-$200 MM market cap.

Management expects free cash flow positive within 6 months.

ASPI is like a venture capital bet - except it is traded in the public markets.

[Achieving Alpha @AlphaNewsletter]

@LuoshengPeng I wish $SQ rose 13%

[Achieving Alpha @AlphaNewsletter]

@brian_armstrong Support @TurpentineMedia as well!

[Achieving Alpha @AlphaNewsletter]

@Jason This century? Hopefully this decade. We need eternality as soon as possible!

[Achieving Alpha @AlphaNewsletter]

@Teslaconomics This is awesome🤣

[Achieving Alpha @AlphaNewsletter]

@wholemars Wya

[Malibu Life @MalibuLife73]

@GrahamStephan Both Zuckerberg and Bezos have been selling. Wonder if this is a top indicator.