Nicky O'Ryan

Let's make $!, #stocks #KPOP #science

[The Kobeissi Letter @KobeissiLetter]

The US stock market is rewriting every record in the financial history books:

The top 10 US stocks now have a combined market cap of $25.3 trillion.

If the top 10 were a stock market, they would be the 2nd-largest in the world, even exceeding China.

The top 10 US stocks' market value is also larger than China's GDP of $19.4 trillion, the world’s 2nd-biggest economy.

Together, these companies are now worth ~80% of US GDP.

Furthermore, the top 5 companies alone have a combined market cap of $18.6 trillion, exceeding the value of every global stock market outside the US.

Truly unprecedented numbers.

[Grizzle @grizzlemedia]

Mines x Metals - PDAC 2026 ⛏️ | Gold, Silver, Copper, Oil, Uranium, Critical Minerals

HOSTS: @thomasg_grizzle @chigrl @ScottW_Grizzle

SPEAKERS:
0:00 Intro
8:21 @goldfinder12 - @cambgold $CAMB.v
20:50 Luke Alexander - @NewcoreGold $NCAU.v
29:41 @AdamRCegielski - @SilverViperCorp $VIPR
38:34 @terrybali - @PowerMetallic $PNPN
54:09 Marc Bishop Lafleche - @EcoraRoyalties $ECOR
1:04:09 @CoreyDias - @Anfield_Energy $AEC
1:16:45 Greg Johnson - @MetallicMMG $MMG.v
1:25:51 Andrea Aravena - @HotChiliLimited $HCH
1:36:06 Michael Rowley - @Stillwater_CM $PGE.v
1:44:53 David Russell - @GalleonGold $GGO.v
1:54:25 @MoneyLevelsShow - VRIC
2:06:58 John Pasalaqua - @FirstPhosphate $PHOS
2:15:05 Jim Hesketh - @VivaGoldCorp $VAU

[Nicky O'Ryan @NickyORyan1]

@chamath Solar is cheaper and easier to build and roll out fast but its intermittent. Nuclear / #uranium is much more expensive but the energy return is much higher. The energy mix will change in the US solar and renewables taking a back seat to $ coming to nuclear. $CCJ $AEC

[Nicky O'Ryan @NickyORyan1]

@pairedboot2 @MorganLBrennan @CNBCWEX @CNBC Yes current capacity = 1 mil and their goal is to get it up to 3 mil

[Morgan Brennan @MorganLBrennan]

Uranium.

Energy Fuels owns the only fully licensed and operating conventional uranium processing facility in the US

$UUUU @CNBCWEX @CNBC
https://t.co/Xw1COrja6F

[Thomas George @thomasg_grizzle]

We're going LIVE for the biggest event in mining ⚒️ PDAC 2026

MINES x METALS
Saturday Feb 28th - 7:30PM ET - TORONTO | RSVP

HOSTED BY 🎩
@grizzlemedia @chigrl @GrahamFarrellTO

LEAD PARTNERS
@GodelTerminal | @capital10x | $DARP ETF

Featuring ⛏️
@Anfield_Energy $AEC | URANIUM
@HotChiliLimited $HCH | COPPER
@EcoraRoyalties $ECOR | CRITICAL MINERALS
@SilverViperCorp $VIPR | SILVER
@cambgold $CAMB.v | GOLD
@PowerMetallic $PNPN | POLYMETALLIC
@WestRedLakeGold $WRLG | GOLD
@NewcoreGold $NCAU.v | GOLD
@VivaGoldCorp $VAU | GOLD
@GalleonGold $GGO.V | GOLD
@FirstPhosphate $PHOS | PHOSPHATE

[World of Statistics @stats_feed]

Nuclear reactors under construction:

🇨🇳 China: 33
🇪🇺 EU: 2
🇺🇸 USA: 0

(IAEA PRIS)

[Nicky O'Ryan @NickyORyan1]

@stats_feed China is years ahead. By 2030, they'll have way more reactors and electricity generated by them. Though its more expensive in China, they're using government $ to support the industry. The West is going to have to do the same to stay in the #uranium game. $AEC $CCJ

[Nicky O'Ryan @NickyORyan1]

@capnek123 Volatility is ok with me, "good" for traders and "not so bad" for a long term investment theme. $UUUU $AEC $CCJ

[Nostra Thomas 🇨🇦 @SloCan68]

Please write this on a post it note, and stick on your fridge:

Every #uranium pullback must be bought aggressively.
Be greedy when others are fearful.
Buy red candles.

-signed, state your name ✏️

[Nicky O'Ryan @NickyORyan1]

@SloCan68 Printing it out now LOL. Buying #Uranium dips make sense when the prices are rising and overall fundamentals are improving. There's far more demand than the market realizes, which outstrips supply by several years. $AEC $CCJ

[John Quakes @quakes99]

📝Here are my top 10 #Uranium #stocks picks for 2026.👇🏆 IMHO, these are the premium, highest quality names listed in the US & Canada💎⚛️⛏️ that form a strong foundation for my overall portfolio.💪📁 As well, here's their 5-day, 1-month & YTD % performance.📈🎆😊 Cheers!🍻🤠🐂

[Nicky O'Ryan @NickyORyan1]

@quakes99 Solid portfolio. North American names are a no-brainer. The market is screaming for more #uranium supply and higher prices call for higher prices! A bang up start to the new year. $CCJ $AEC $UUUU

[Nicky O'Ryan @NickyORyan1]

@quakes99 @Energy_Fuels Let the good times roll:
Anfield Energy $AEC +44%
Energy Fuels $UUUU +46%
Cameco $CCJ +23%,

A fantastic start for #uranium investors.

[Nicky O'Ryan @NickyORyan1]

@RayDalio Fiat is ending, but there's a new beginning. In the meantime, we get exposure to hard assets to see us through. #Gold #silver #uranium etc. will all have a role and are needed for the future. $GLD $AEC $CCJ $PAAS $SLV

[Nicky O'Ryan @NickyORyan1]

“Term pricing...moved higher on light contracting volumes, reflecting a market environment where key producers are...sold forward...years of production.

With policy uncertainty fading for utilities, they think rising in LT contracting volumes drive 2026. #uranium $AEC $URNM

[Terry Papineau @TerryPapineau2]

I feel a nice #uranium equities run coming up. Who’s with me?

[Nicky O'Ryan @NickyORyan1]

@TerryPapineau2 Let's go, strong momentum in the #uranium space. $AEC $URNM $CCJ

[Nicky O'Ryan @NickyORyan1]

@energyburrito The fundamentals as well as technicals look very strong - good prospects for a years long #uranium bull market. Hopefully, we all have a great story to tell at the end of the cycle. $AEC $UUUU