@TheRonnieVShow I’ve been building here with SMR, OKLO, XE and UUUU small positions and more aggressively with LEU and CCJ. Been selling into rips with SMR and redistributing but I’d like to see a sector wide breakout on one of these rips. This Independence Day may be the catalyst.
@pdicarlotrader They will likely have to spend more on data centers now the arms race is on as highlighted today by GOOGs investment in that space. It could drag on the price. It doesn’t have the backing of BRK either.
@akacate Trying to capture all the tiers involved. You could add CEG and BWXT for safety but I think LEU is as safe long term but with more upside. The last 3 are speculative but explosive if they get the tech right
@Glinner God, it’s like that time in primary school when you’d rather your teacher had caned you than expressed disappointment.
Must work harder on your antisemitism, Graham!
@WisemanCap It’s good that NVDA holds back and allows the rest to run. If nvda starts running the market gets overbought very quickly. Need to keep that forward PE low.
@Micro2Macr0 Learned my lesson years ago. Stay away from Chinese stocks! They are not worth the risk. No venture under communist rule is. When there’s no respect for the rights of the individual, there is no trust in the system and bad things will follow.
@BartLockhorst@FolknHell On a side note, Karswell is a great villain. Devious for sure but also aware of his own vulnerabilities and not over confident despite his projected appearance. Unusual for villains to be portrayed in such a complex way. Interesting comparison to Mocata in TDRO