The complete list of publicly traded #uranium miners that are ACTUALLY mining uranium right now:
🇰🇿 $KAP Kazatomprom
🇨🇦 $CCJ Cameco
🇳🇦 $PDN Paladin Energy
🇦🇺 $BOE Boss Energy
🇺🇸 $UUUU Energy Fuels
🇺🇸 $UEC Uranium Energy Corp
🇺🇸 $URG Ur-Energy
🇺🇸 $EU enCore Energy
🇲🇼 $LOT Lotus Resources
9 publicly traded uranium producers. That's it.
The rest are developers, explorers, or state-owned.
Okay this is genuinely insane.
SpaceX just unveiled a satellite whose only job is to run AI. Not internet. Not GPS. Just compute, floating in orbit.
It's called AI1, and the reason behind it breaks your brain.
AI data centers on Earth are hitting a wall, not a chip wall, a physics wall.
They need staggering amounts of power and water just to stay cool, and we're running out of grid and land to build them.
So Musk's answer is: stop building them on Earth.
In orbit, the sun never sets. Free power, 24/7. No water for cooling, you just radiate heat into the vacuum of space. The two things choking AI on the ground barely exist up there.
And here's the wild part: Musk says it's easier to build than a Starlink satellite. Strip out the complex antennas and it's "a lot of solar cells, a radiator, and some laser links."
One AI1 carries the compute of an Nvidia GB300 rack, the same hardware data centers fight over down here.
AI1 is just the first one. The plan is a constellation of up to a million of them.
And the timing isn't an accident, SpaceX goes public this week at a ~$1.75 trillion target. This isn't a rocket company anymore. It's positioning itself as the power grid for AI, in space.
The race for AI compute just left the planet. Literally.
@SpaceX
Albanese is holding a press conference with the PM of New Zealand. A journalist asked why New Zealand doesn't have CGT tax and the NZ PM said it would be a wrecking ball for the economy. Albanese was rattled, is rattled. Albo tried to stop him from speaking. Albanese is rattled.
@AlboMP 1974 median house price in Sydney: $31,800
1999 median house price in Sydney: $272,500
Absolute increase: $272,500 - $31,800 = $240,700
Percentage rise: ($240,700 / $31,800) × 100 ≈ 757%
Looks like it worse 25 years prior mate!
@strangerous10 CGT isn't capital gains housing tax. It's across the board mate, not only have they fucked the housing sector but they have fucked investing in general. We will just pay more tax plain and simple, just taking more of our money.
Kevin O'Leary says most people waste $15,000 a year on stupid stuff like $5 coffees
"Stop buying coffee for five dollars and fifty cents"
"You go to work and you spend $15 bucks on a sandwich, what are you an idiot. It costs you 99 cents to make a sandwich at home and bring it with you"
"Bring your own water, your own drink or your own coffee mug. You start to add that up every day it's a ton of money"
"Most people starting on their job making their first $60,000 piss away about $15,000 a year"
V2 is live at https://t.co/5DRqAIORfi
You can now compare taxes across:
🇦🇺 Australia
🇺🇸 Florida
🇺🇸 New York
🇬🇧 UK
🇩🇪 Germany
🇯🇵 Japan
🇮🇩 Indonesia
🇨🇦 Ontario
🇸🇬 Singapore
🇳🇿 New Zealand
🇸🇪 Sweden
Australia is still one of the highest taxed countries in the world.
Tax on investment gains
🇳🇿 NZ: 0%
🇸🇬 Singapore: 0%
🇨🇦 Canada: 27% max
🇬🇧 UK: 20% – 24% max
🇺🇸 US: 20% max
🇮🇱 Israel: 25% (Standard)
❌❌ 🇦🇺 Australia: 30% - 47%
Labor’s new minimum capital gains tax is HIGHER than the max in most nations.
Higher taxes = less investment.
Blue Energy raised $380 million to build a 1.5 GW nuclear power plant in Texas using shipyard prefabrication instead of field construction. Target: 48 months from start to operation. Construction begins Q3 2026.
For reference, Vogtle Units 3 and 4 in Georgia took 14 years and over $30 billion for 2.2 GW. That is roughly $13 billion per gigawatt and more than a decade of construction on site.
Blue Energy is not designing a new reactor; it is borrowing the construction method that Venture Global used to cut LNG terminal build times in half, moving heavy fabrication to a controlled industrial environment and assembling modules on site.
https://t.co/1MZ4lY8Iqh
🇺🇸🇨🇳 The U.S. has 4,000 data centers, while China has 365.
But 24 months ago, AI training required 100 megawatts.
Today the minimum is 1 gigawatt.
The U.S., Canadian, and Mexican grids can't deliver that. China's can.
The AI race was never about who built more, but who built bigger, and right now, America's own power grid is the bottleneck.
Look how much coal Australia has ffs. We could power ourselves for thousands of years. But no, the idiots are telling us its bad for the environment but its ok to sell it to China.