Ron Burgundy

[Ron Burgundy @TheReal38691815]

I hope Shohei and his agents Googled what is an “inflation adjusted annuity?”...#Ohtani #Dodgers

[Front Office Sports @FOS]

The Dodgers’ payouts to Shohei Ohtani for the next 20 years:

2024:$2M
2025: $2M
2026: $2M
2027: $2M
2028: $2M
2029: $2M
2030: $2M
2031: $2M
2032: $2M
2033: $2M
2034: $68M
2035: $68M
2036: $68M
2037: $68M
2038: $68M
2039: $68M
2040: $68M
2041: $68M
2042: $68M
2043: $68M

[John Quakes @quakes99]

💥US House passes bill barring imports of Russian #Uranium for #Nuclear power🇷🇺⚛️🚢⛔️🇺🇸✅ Measure to invest in domestic uranium enrichment is expected to pass in the National Defense Authorization Act💰🇺🇸⛏️🏭🧑‍🏭 #mining #UraniumSqueeze🗜️ #USA https://t.co/xKL4PzJ2JC

[Ron Burgundy @TheReal38691815]

@elonmusk @WallStreetSilv Fed/Treasure hopes/bets a recession (and/or stagflation) and subsequently lower Fed rates and 2%+ inflation will help solve that riddle

[Ron Burgundy @TheReal38691815]

@RBR_Daily When you take a swing at the King, you’d better not miss...Toto cost cap leaks hit extremely hard within RB family; Horner hits back, HARD. #Susiewillhavetoresign #ChristianHornerNeverForgets #TotoCollusion #F1 #Mercedes #FIA #TotoWolff

[Ron Burgundy @TheReal38691815]

$LCID '23 with 3k miles MSRP $128,550 sold for $69,000. That is some depreciation.... Cannot be a good omen for residual lease rates...#EV #Ankerindisguise
https://t.co/6iTxXyY0Cm

[Ron Burgundy @TheReal38691815]

Its not for everyone but pretty good ad nonetheless...$TSLA #Porsche #911 #Cybertruck https://t.co/gSr1DMinj4

[Elon Musk @elonmusk]

Beats a Porsche 911 while towing a 911

[Ron Burgundy @TheReal38691815]

$IMGN #RACapital does it again. If you are an allocator you might as well give your whole biotech slice to that team; performance since inception is unba ...@PeterKolchinsky $ABBV #Biotech

[Ron Burgundy @TheReal38691815]

@MySportsUpdate Drake Maye

[Ron Burgundy @TheReal38691815]

https://t.co/7JCojKDvaV
https://t.co/rsP6kSmuPs

[Ron Burgundy @TheReal38691815]

The $NVDA weakness has nothing to do with their Q and/or China, rather that OpenAI with Sam and $MSFT will now likely continue to unearth a new lower cost #TPU chip venture #Mubadala #SAPIF #Softbank

[Ron Burgundy @TheReal38691815]

Sam...really? Jeffrey Epstein ➡️ $MSFT Bill Gates....Epstein ➡️ Larry Summers.....you cannot make this up #OpenAI @sama #LarrySummers #JeffreyEpstein

[OpenAI @OpenAI]

We have reached an agreement in principle for Sam Altman to return to OpenAI as CEO with a new initial board of Bret Taylor (Chair), Larry Summers, and Adam D'Angelo.

We are collaborating to figure out the details. Thank you so much for your patience through this.

[Ron Burgundy @TheReal38691815]

Tiger, Khosla, Thrive, A16Z, Sequoia seem to have saved their OpenAI dumpster fire valuation in bottom of 9th, also saving Chase’s privates (for now). Fixel quit & now Shleifer exiting to his $132mm PB home. Gonna assume that new Tiger fund raise gonna be a tad light.

[Ron Burgundy @TheReal38691815]

*FEDS PROBE $10B DEAL 4 SUBWAY SANDWICH CHAIN The Dukes @ Roark Capital r cornering the food courts @ malls: Sonic, Dunkin, Jimmy John's, Arby's, Aunti Annie's, Buffalo Wild Wings, Cinnabon, Carvel, Hardees, Jamba, Cheesecake, Schlotzky's, Jim'n Nicks et al. #GLP-1'sareoverrated?

[Uranium Insider @uraniuminsider]

UxC reporting $80.25/lb. spot U3O8 (+3.00)

[Ron Burgundy @TheReal38691815]

Peanuts.... #Binance #ChangpengZhao #CZ

[Ilya Sutskever @ilyasut]

Ego is the enemy of growth

[Ron Burgundy @TheReal38691815]

$MSFT will be making a new all time high today as @sama & @GDB will purge #OpenAI talent AND @satyanadella will simultaneously help drive #Tigris AI chip venture & Jony Ive AI hardware project (??) #WhoneedsBillGates? #TPU $NVDA

[Ron Burgundy @TheReal38691815]

#Bayer down 20%!! sees another $5bn per year revs oppty go up in smoke as anticoagulant drug trial gets halted on efficacy. Stupid #Montsanto acquisition bad JUJU continues to hover #asundexian #RoundupLAWSUITS #DEBT #BayerboardRESIGN #BreakupBayern

[Ron Burgundy @TheReal38691815]

$NFLX movie rights secured if true 👇 #SamAltman #OpenAI #Nixtheboard #AI #FailedCoup

[Watcher.Guru @WatcherGuru]

JUST IN: OpenAI staff says they will quit if the entire board doesn't resign and reinstate Sam Altman as CEO tonight.

[John Quakes @quakes99]

⚠️Something's definitely brewing in the #Nuclear fuel market!🍺⚛️⛏️ This past week, US brokers '#Uranium Markets' have reported Spot price jumps across the fuel cycle:
⬆️#U3O8 Up +$6 to a new 15-year high of $79/lb
⬆️#UF6 Up +$20 to a new 15-year high of $252
⬆️Conversion Up +$5.25 to a record high of $46
⬆️Enrichment SWU Up +$10.50 to $150.50
SWU is just $10 shy of its all-time high in 2009🤏

Clearly some catalyst has lit a fire under Nuclear fuel buyers this past week🔥 but what is it?🤔

The answer seems to be in 'breaking news'💥 released last night from Energy Intelligence🕵️ saying that the only operating #U3O8 to #UF6 Conversion plant in the US is completely sold out through 2028!🪫 "ConverDyn has no unsold material to offer until January 2029."⚠️
Link: https://t.co/DgIKMEU5Yd

Essentially, all US Conversion capacity has been sold into term contracts for the next 5 years! The plant in Metropolis, Illinois, has been restarting this year and after numerous delays is now expected to reach its current capacity of 7,000tU as UF6 by next month, but still 8,000tU below its licensed 15,000tU/yr capacity. Discussions about raising that capacity are heating up!

At the same time, there is renewed legislative activity in Washington towards an eventual US ban on imports of enriched uranium from Russia, and fears that Russia could step in and block all uranium exports to the US first.😟

This appears to have set off a chain reaction across the Nuclear fuel cycle where "there is nothing in the way of prices going up".⬆️

How does this impact the Spot price of mined U3O8 sitting at $79/lb?😟 As you may recall, Nuclear utilities first sign contracts for enrichment and conversion BEFORE they set up delivery contracts for the required drums of U3O8 to feed the conversion plant. U3O8 is the last domino in the chain to fall.

Now that conversion contracts are in place, Nuclear fuel buyers are scurrying to get the drums of yellowcake bought and delivered to ConverDyn. If they don't have signed contracts already then they are trying to buy sufficient quantities in the Spot market now, which helps explain why we've seen a sudden price surge this past week as supply fears have reached a tipping point.⚖️

All this bodes well for investors in uranium #stocks, as we are now very likely to see the Spot price keep steadily rising↗️ as fuel buyers continue buying up all available Spot material, likely at the same time that existing funds (#SPUT $YCA #UAMC) and new financial players are in the market vying for physical lbs to sequester.🏦🛒

The long awaited price wave that's been crashing through the Nuclear fuel cycle, since Russia invaded Ukraine, now appears to have finally arrived for mined U3O8.🌊 IMHO, all the ingredients are falling into place now🍰 to make this Uranium bull market one for the history books as it plays out over the next few years.📚🐂🤠 I may be wrong.. we'll have to wait and see.📈👀

Good luck with your research & investments!☘️🌈💰