Cakenhaveit

I’m more of a follower // Paris ➡️ NYC ➡️ Florida (PSG!) / Knicks! USMNT⏰ / Jaguars 🙏

[Cakenhaveit @cakenhaveit]

@RealEmirHan

[Cakenhaveit @cakenhaveit]

@DailyNoud

[Cakenhaveit @cakenhaveit]

@SportsVanessa

[Cakenhaveit @cakenhaveit]

@NBA

[Cakenhaveit @cakenhaveit]

@MLFootball

[Cakenhaveit @cakenhaveit]

@RichCimini

[Cakenhaveit @cakenhaveit]

@FavianRenkel

[Cakenhaveit @cakenhaveit]

@MLFootball

[Cakenhaveit @cakenhaveit]

@MLFootball

[Cakenhaveit @cakenhaveit]

@nyknicks

[Cakenhaveit @cakenhaveit]

This is the real deal and this is my shaman #knicksin5 #knicks #spurs #53years

[Cakenhaveit @cakenhaveit]

This is the real deal and this is my shaman #knicksin5 #knicks #spurs #53years

[Cakenhaveit @cakenhaveit]

@aleabitoreddit Mentioned here repeatedly $ajnmy

[Cakenhaveit @cakenhaveit]

@etrade They all got rekt after you went offline in the middle of 3x 🧙day

[Cakenhaveit @cakenhaveit]

@pmony5 Crazy how little views this post has as the top post when I search $anna h/t @pennycheck for alerting a while back too

[Cakenhaveit @cakenhaveit]

@FredTaylorMade Get this legend in the HOF already 🫡

[Cakenhaveit @cakenhaveit]

@nickbaumgartner Great watching you today. Looking forward to 2030!

[Cakenhaveit @cakenhaveit]

@donwinslow @amazon As always, the writing and dialogue was superb -- spent the whole day yesterday walking while reading it... and literally couldn't put it down!

[Cakenhaveit @cakenhaveit]

@businessbarista Claude

[Cakenhaveit @cakenhaveit]

Nice summary of #uranium #nuclear #SMR equities

[Nick at ListingTrack @listingtrack]

Nuclear stocks have been on a tear, with a YTD average of 66% and a 1-year average of 165% across 43 US-listed nuclear stocks that ListingTrack monitors.

Following May’s nuclear executive order (with the DOE's uranium policy expected any day now), here is the public nuclear landscape, along with market caps + US licensing statuses for SMRs & Uranium players:

SMRs (Small modular reactors)
Developers of small modular reactor technology, focusing on scalable, safer, and more efficient nuclear power generation through innovative reactor designs. The DOE's Nuclear Reactor Pilot Program selected 11 companies, only 3 public/going public (Oklo $OKLO itself, plus its subsidiary, Atomic Alchemy, and Terrestrial Energy $HOND)

A) Pure-Play SMR (includes US licensing status)

• $OKLO $20B
Passed NRC readiness assessment in July 2025 and is preparing to submit the first phase of its combined license application for the Aurora powerhouse at Idaho National Lab. Selected for 2 of the 11 total DOE pilot awards.

• $SMR $13.3B
First NRC design approval for an SMR but needs NRC site-specific license for deployment.

• $NNE $1.9B
Engaged in pre-application prep with NRC.

• $HOND $1.4B implied
Terrestrial Energy (SPAC target, soon $IMSR) completed first NRC safety evaluation for the IMSR molten salt design. Selected for 1 of the 11 total DOE pilot awards , NRC license process ongoing.

• $GSRT $860M implied
Terra Innovatum (SPAC target, soon $NKLR). NRC review of PDC in process now, expected by year-end

B) Other SMR Developers/ SMR Tech

• $KULR $197M
• $GEV $170B
• $BAM $97B
• $BWXT $16B
• Holtec International (plans 2025 IPO)

1/

[Cakenhaveit @cakenhaveit]

@1NCRDB1 Looked more like a pancake than chip