MktInsight

[MktInsight @MktInsight7777]

$FISN Gov is not being subtle here, it is game on for Nuclear!

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

Nuclear is the new wave. That’s it. That’s the tweet. 🌊

[MktInsight @MktInsight7777]

@lyndalovon @DeepFission Well..I think your classy response says more about your thinking on this than anything I can say. Good luck to you.

[MktInsight @MktInsight7777]

@compliantvc How embarrassing for you :

1. SpaceX launched 51% of all rockets globally.
2. 2025: Europe 8 rockets and SpaceX launched 175–22x more.
3. SpaceX carried about 60-70% of all EU cargo to space.

Turns out almost none of “the space stuff is being left to the EU”..

[MktInsight @MktInsight7777]

@lyndalovon @RepMann This infographic has the engineering rigor of a YouTube thumbnail. It mistakes "not yet publicly disclosed" for "doesn't exist," treats every licensing question as a fatal flaw, and assumes "never been done" means "can't be done." That's not analysis—it's fan fiction.

[MktInsight @MktInsight7777]

@lyndalovon @RepMann Whoever made this thinks engineering is: "I can't find it on Google, therefore it doesn't exist." That's not how reactor design, licensing, or reality works.

[MktInsight @MktInsight7777]

@lyndalovon @DeepFission This infographic is a masterclass in replacing evidence with question marks. "Not disclosed," "unknown," and "never been done" aren't arguments—they're placeholders for actual analysis.

[MktInsight @MktInsight7777]

@lyndalovon @DeepFission @RepMann If this is the strongest case against Deep Fission, that's probably the strongest case for Deep Fission. The graphic confuses unanswered design details with impossible engineering and calls it analysis.

[MktInsight @MktInsight7777]

$ALMU 🚨 $30M CHIPS ACT LOI.

Significant validation of not only the technology but it strategic importance IMHO. Also noteworthy, they seem to be putting this company in the category of much larger players...

https://t.co/yRCohmS48z

[MktInsight @MktInsight7777]

@Mr_Derivatives KOSPI was up around 110% YTD. It is still up over 40% YTD. The fall would not be so but without the massive rally.

Put it in perspective: it is outperforming the SPx massively—still.

[MktInsight @MktInsight7777]

@LeeJay___ @Barchart What wasn’t normal was for it to be up 80% YTD. It is still up over 30% YTD.

[MktInsight @MktInsight7777]

@tumanako1234 @Barchart It’s up over 30% YTD…zoom out.

[MktInsight @MktInsight7777]

@zerohedge KOSPI still up 40% for the year. Hardly something to "panic" over....

[MktInsight @MktInsight7777]

@CryptKeeprCA @zerohedge 100%

Most people commenting don’t seem to actually understand what a CDS is and what 78BPS imply for default risk.

Huge supply of debt hitting the market at the same time obviously the CDS ticks up. How is this a surprise?

[MktInsight @MktInsight7777]

@RealJimChanos Put another way: your assumption is wrong because Robotaxi is effectively live for only a small portion of a cities population and only for a subset of their journeys within a small predefined zone.

Put yet a third way—your numbers don’t line up with Waymo/Uber experience.

[MktInsight @MktInsight7777]

@RealJimChanos Your assumptions don’t consider:
1. Many of those miles are in cities where they are not live and are training so to speak.
2. Even in cities where they are live they are only rolled out in tiny patches: Look at Miami for example.

In other words they don’t say much about TAM

[MktInsight @MktInsight7777]

This is an electric car that has no self driving and rather unremarkable performance vs the competition. The design is also pretty bad—although I guess, while an almost universally held belief, it is objective. All this for over $500k

Curious on what part you believe is “incredible engineering”? What am I missing?

[MktInsight @MktInsight7777]

@RocCityBuilt @robotaxi When Tesla first started selling cars I am sure people said, that is pretty small not sure how useful it will be. Things don’t start big..

[MktInsight @MktInsight7777]

$FISN NRC and DOE Pilot Program progress simultaneously?

[DeepFission @DeepFission]

As our industry works to deploy the next generation of advanced #nuclear technologies, continued dialogue between developers and regulators is essential. 👏

[MktInsight @MktInsight7777]

Source: https://t.co/6By8OdXIrj

[MktInsight @MktInsight7777]

$FISN Another great point from today's SA piece: Rollout Speed:
Post commercial approval, Deep Fission’s advantage widens. Their novel deployment model allows circa 6 month rollouts vs years for other SMRs: