PorscheTime

🔺I think about topics other than cars, but not for long.....

[PorscheTime @PorscheTime]

@Jackkk Actions > Words

[PorscheTime @PorscheTime]

I think there is an important distinction here: When Elon companies spend a $, what they get from that $ is of a magnitude more/better than any of the other tech firms. It can't be explained in one sentence but its the real world , day to day reality that the reason his stocks trade at what appear ridiculously high multiples is that. No-one can execute and produce more for less than his companies. The rest of the big tech firms waste cash on a relative basis.

[PorscheTime @PorscheTime]

@pickleball_jim This may be true but STL can beat teams easily except when they really have to.

[PorscheTime @PorscheTime]

@MajorLeaguePB @pbroyals @stlshockmlp The commentary keeps saying the arena is packed out BUT any wider angle shots suggest it’s barely 10% full.

[PorscheTime @PorscheTime]

@JDVance @SecRubio I applaud the US administration’s voice on the warping of the UK. I implore them to listen to this short video to understand where the source of today’s barely unrecognizable UK political and justice system went wrong. Tony Blair has hidden in plain sight and is still a master at proffering himself as a statesman but has escaped being held publicly accountable for the creation of what the current UK political classes are pushing still.

[Outpost Studios @OutpostStudios]

The True Story behind the Murder of Henry Nowak.

The week's Brazier, with @ColinBrazierTV.

Only on @OutpostStudios.

[Johnny Midnight ⚡️ @its_The_Dr]

Sounds different but Good

[PorscheTime @PorscheTime]

@Mr_Husky1 Great story

[PorscheTime @PorscheTime]

@SecretaryBurgum If ever a photo was symbolic of what the Administration was doing and attempting to do inside the US, this is it. Common sense, know how and application of both…..

[PorscheTime @PorscheTime]

@ListerLawrence Takes a certain buyer ….

[PorscheTime @PorscheTime]

@LightbridgeCorp @ANS_org @centrus_energy @Orano_usa @urencousa You got a video link?

[PorscheTime @PorscheTime]

I think AB is the weak link here. ALW and NOE skinnied the shit out of her on the right in mixed and won. It’s actually a lesson for how female doubles teams should play AB when playing with ALW. Then of course ALW and JJ beat AB and Kate like a drum . HP can only do so much and AB rides on this fierce competitor thing but it isn’t enough.

[PorscheTime @PorscheTime]

@drew_zimmerman @Swedish_uranium @ENERGY @centrus_energy @generalmatter @Orano_usa @urencousa It’s a great point. I’m very supportive of Nuclear but if it were an investment portfolio the concentration of risk in one point of failure (all need uranium) needs mitigation.

[PorscheTime @PorscheTime]

Ok I’m interested in what volume they can produce . The % increase in plant is interesting but what is really interesting is how likely is the enrichment capability nationally going to be capable of meeting demand as nuclear scales . If it can’t then we have a supply chain problem for the planned scale.

[PorscheTime @PorscheTime]

@SecScottBessent Altogether one of the best speeches I’ve heard. To listen to rational assessment of our exact condition and to see the leadership direct action to fix that is both reassuring and motivating. The very definition of articulate appraisal and course correction.

[PorscheTime @PorscheTime]

The nuclear angle is the one that promises the most. The reality is the scale needed to supply both Ai and residential grid needs a solution to the legacy weaknesses of both old and newer current nuclear designs: Uranium supply chain, Water, Waste and of course engineering build containment costs for at pressure reactors . Thankfully there are solutions via alt fuel designs but like all new approaches it’s hard for them to get accommodation within the industry to prosper and/or prove out.

[PorscheTime @PorscheTime]

@Samuel_Gibson_ @hadron_energy Honest questions : How do you plan to address uranium supply shortages and what are your plans for waste ?

[PorscheTime @PorscheTime]

@fortworthchris Agreed, tech firms running (building and acquiring) their own power stack is inevitable and smart.

[PorscheTime @PorscheTime]

@pickleball_jim To be fair I think Sewing was played on the right and she’s better on left.

[PorscheTime @PorscheTime]

@ThrillaRilla369 That resonates with me….

[PorscheTime @PorscheTime]

@cantspellguy @WorkElizab Can you expand on what you mean and in what country you are discussing.