David White

Jack of all trades, master of none. i like to have fun

[David White @DaveWhite17]

@slarkyL5G @green78499 @HydroGraphInc @BambroughKevin Read @AdamAstro3 take on it.

[David White @DaveWhite17]

@RonTamlyn Check out all of @BambroughKevin posts

[David White @DaveWhite17]

@Theholisticpsyc Properly titled complex PTSD

[David White @DaveWhite17]

@SalZillaC @erprouty The tech will continually improve as well.

[David White @DaveWhite17]

@ArneriDesign https://t.co/zJk00KuwV9

[HydroGraph Clean Power Inc. @HydroGraphInc]

HydroGraph ($HG | $HGRAF) secures major regulatory milestones:

✔ U.S. EPA TSCA Section 5(e) Order
✔ UK REACH
✔ EU REACH

Clear regulatory frameworks now in place across the U.S., UK & EU supporting commercial scale-up and customer adoption.

📖 https://t.co/ckz8lQvDKE

[David White @DaveWhite17]

@BambroughKevin @SpaceX could send the Hyperions /acetylene ahead. Materials at the ready, don’t have to explore, guaranteed low reaction on a chemical level, resistance to harsh elements. Hydrogen by products… amazing discovery, Completely disruptive in good way

[David White @DaveWhite17]

@BambroughKevin $250000/tn
Assuming mid range adoption in industrial use of 30,000tn/y in global markets. Higher purity, Kjirtins moats, captures 70% of the market. Annual gross at ~5.6B per year. Cost at $50k/ton leave a net of ~4.5B… annually. Enough fun for a 100B market cap

[David White @DaveWhite17]

@BambroughKevin Graphene is the whisper inside graphite—
a single layer, a hidden page of nature’s book.
One atom thin, yet unbreakable,
clear as glass, yet humming with lightning.

It is strength without weight,
flexibility without weakness,
the promise of a future folded into a sheet of carbon

[Kevin Bambrough @BambroughKevin]

like and retweet the message below if you want to help get me noticed by Joe Rogan.

[Kevin Bambrough @BambroughKevin]

Please share this article with people you know in the fabrics manufacturing industry and clothing segments. Huge opportunity to get involved with Hydrograph and develop both textiles and finished products. If I was a company seeking to evolve rather than become extinct I would be aggressively pursing an exclusive licensing agreement with Hydrograph to develop particular products.

Amazon basics should be all over this. Adidas, Nike etc will have to compete. Industrial makers of fabrics for vehicals, furniture, etc, its time to engage.

[Kevin Bambrough @BambroughKevin]

I think all this Doge stuff is actually a long play by @elonmusk to try to win support from US Citizens and US Gov to write huge cheque to SpaceX to fulfill his lifelong dream of sending people to Mars.

This crap about having a million people on mars in 20 years is ridiculous. Who want to go there. What life would they have? Have you checked the weather?

Weather on Mars
Temperature Averages -81°F; ranges from -220°F at poles in winter to 68°F at equator in summer = shitty

Water: Mostly locked as ice in polar caps and subsurface; rare, brief salty brines on surface; no liquid oceans = no beaches or lakes (again shitty)

Winds: Can often reach 60 mph, driving massive dust storms that sometimes cover the planet = again shitty

Air Quality - Composition: 95.3% carbon dioxide, 2.7% nitrogen, 1.6% argon, 0.13% oxygen—unbreathable for humans = really shitty

Pressure**l: ~0.6 kPa, less than 1% of Earth’s—too thin for unprotected life or stable liquid water = s.h.i.t

Characteristics: Dry, cold, sparse; sound is faint, but wind can whip up dust. = shite

Impact: Hostile to humans—requires suits; dust and CO₂ dominate, no breathable air = could this sound shittier?

Instead of wasting piles of money on a boys childish dreams, how about we focus our money and energy on keeping this planet awesome so it doesn’t end up really shitty like mars.

I think most of us would prefer to “go down with the ship” given the choice of trying to stick it out here vs trying to make a go of it on Mars. It’s a sideshow distraction…

[John Quakes @quakes99]

📝Well, folks... today the supply vs demand fundamentals supporting a decade long bull run for #Uranium #mining #stocks are the best in 50 years🏆 going all the way back to the first #Nuclear Renaissance of the 1970's.🦕🌅⚛️🤠🐂

Never in my wildest imagination did I see this day coming when I started researching, investing in and posting about Uranium stocks as my retirement hobby over 12 years ago.🧶

U might not see it🙈 but those of us who survived the decade long bear market from 2011 to 2021 are having our minds blown every day now🤯 with news of a world where the pendulum has swung back↪️ to embrace Nuclear as the key to a future powered by safe, 24/7 reliable, carbon-free energy fueled by the most energy dense power source on the planet - Uranium.🌞⚛️⚡️⛏️🛸

The Uranium investing thesis we built many years ago DID NOT NEED a major Nuclear resurgence or NetZero or Climate Change or Energy Security or a bifurcated market where the West was going to give up cheap Russian Uranium as a major source of reactor fuel and even move to ban imports from Russia.😯

The thesis does not rely on or expect skyrocketing electricity demand from cryptocurrency mining, electric vehicle charging, or today's exploding demand for large data centers running on carbon-free Nuclear for e-commerce, social media and the latest energy-intensive application: Artificial Intelligence (AI).⚛️⚡️🔌🪙🚗🕸️🖱️💻🤖

Nor does the thesis depend on the newly arising global demand to decarbonize energy use far beyond Nuclear's traditional role of providing stable, 24/7 reliable baseload electricity. Transportation, heat processes, heavy industry, seawater desalination for drinking water & agriculture, green hydrogen and petrochemical industries are now all looking to Nuclear to achieve Net-Zero emissions goals in sectors where intermittent unreliable weather-dependent solar & wind are useless!🌞⚛️🏭🚆🚢🛢️🚰🧑‍🌾

Today, nations that had previously pledged to phase out all of the their Nuclear reactors are now reversing those misguided ideology-based policies to embrace science.🧑‍🔬 Not only are they keeping their existing reactors operating decades longer than planned but are announcing new reactor builds, supporting new advanced SMR's, and joining the absolutely mind-blowing COP28 pledge to TRIPLE global Nuclear power generating capacity by 2050.⚛️🏗️⏫🌍 Never in a million years did we see that coming!🦖

The science is clear!☀️ Nuclear reactors are capable of operating for 100 years or longer, producing the safest, lowest cost form of continuous 24/7 carbon-free energy that can be used in hundreds of applications that have until now relied on burning of fossil fuels.🔥☠️ The world is finally catching on to what uranium mining stocks investors have known for decades.🤠 This global energy epiphany was totally unexpected!💡⚛️😯

No, all of those new and emerging sources of Uranium demand are just icing on the yellow cake investing thesis.🍰 None were required then nor are they needed now in order for the Uranium investing thesis to play out as expected for a cyclical commodity famous for its huge boom and bust cycles.🔃💰😎🍹 They are simply accelerating the onset of higher prices for a sustained bull market that will run many years longer than ever thought possible a few short years ago.🐂

We're now in a deep structural uranium supply deficit brought on by a long period of insufficient capital invested in maintaining and building new Uranium mines as demand continues to rise.↕️⛏️ While the world may be embracing Nuclear power it has not embraced the mining of the absolutely essential, no substitute, Uranium needed to produce reactor fuel! That's the essence of the Uranium investing thesis... rising demand for nuclear fuel that cannot be met in a timely fashion by the global Uranium mining industry.🐌

There are insufficient new mines being built and current producers are unable to rapidly increase production. The world's biggest miner finds itself unable to successfully ramp up production this year as previously pledged to nuclear fuel buyers.⚠️⚛️⛏️😒 The supply deficit will not be fixed any time soon!🦥

The good news for investors is that this bull market is only just getting started.😀 While we have seen the price for mined U3O8 surge over the past year to 16-year highs, we still haven't seen enough new supply come to the market to satisfy that surging demand.🗜️

Just to keep the existing global fleet of reactors operating until 2040 still requires utilities to sign contracts for the delivery of a whopping 2.3 BILLION lbs U3O8!

2023 was the first major contracting boom year since 2012 with 160 Million lbs of supply in new term contracts. There are a dozen more years like that on the horizon where demand far outstrips available supply of the world's most highly regulated commodity that is extremely slow to respond.😴

That's why we're seeing analysts set Uranium price forecasts of $150 for this year and even higher in the years to come. Several have recently set 12-month share price targets for major mine developers that are a triple or more from current market prices.⏫🎯

But that's not the main reason I am writing this note for U today!📝

I♥️to research and post about Uranium & Nuclear energy as a retirement hobby.🧶 I'm also passionate about adventure travel😎🛫🥾🌏🚴‍♂️🤿🍣🍹 so I'm taking off tomorrow for a month of exploring South Korea & Japan.⛩️ I'll be following U but taking a break from play-by-play coverage to recharge my batteries🪫🔌 with new cultural experiences🎎🍜 as the inevitability of where U3O8 prices are headed is written in the stars!🌜🌠

I'll try to post major news when I have the chance🎰 unless I'm having too much fun!🕺💃 I'm hoping others in our #Utwits community will step up and fill the gaps📰 while I'm enjoying a much-needed vacation.😎🍺

As always, I will be thinking of U and wishing U all the best of luck in your research and investments!☘️📚🔍🌈💰🦄

[Psychology Today @PsychToday]

Emotional self-control can help people thrive professionally, and like any skill, it can be learned. Here's how to get started. https://t.co/UtN7qluIrS

[Psychology Today @PsychToday]

Yes, your anxiety may be linked to genetics, childhood trauma, or brain chemistry. But there may be lifestyle choices you're making today that are adding fuel to the fire. Here's how to stop. https://t.co/rQlZovqKm8

[Psychology Today @PsychToday]

For many people, their parents and early caregivers are their first examples of relationships and how to treat others. Here's how that can affect them well into adulthood. https://t.co/xFnV7DoNR1

[Dr. Nicole LePera @Theholisticpsyc]

Mature partnership looks like:
- being with integrity (words match actions)
- taking responsibility for clearly speaking your needs
- knowing when you need space, and giving space in return
- allowing your partner to be in a mood without pressing them to change it
- welcoming your partners growth
- having uncomfortable conversations on a regular basis

[Andrew D. Huberman, Ph.D. @hubermanlab]

To set your circadian rhythm for sleep-wake cycles, daytime energy and mood etc. it’s is especially important to get outside and get morning sunlight in your eyes on overcast days. The denser the cloud cover the more, not less, you should get outside, sans sunglasses.

[David White @DaveWhite17]

@UrTokenCorgi Same

[Dr. Nicole LePera @Theholisticpsyc]

My life changed dramatically when I surrounded myself around people who talked about inspired ideas rather than other people.