CEHymowitz

Uranium BULL!

[Brad Gerstner @altcap]

Tons of people reaching out w high CAC scores so time for a periodic retweet. Get a CAC for $150 - can save your life. Heart attacks are preventable. We started the @Ctr4HeartAtkPrv bc widespread CACs could save 50k lives per year! 🤍🇺🇸🤍

[Uranium Insider @uraniuminsider]

@elonmusk How about you advocate for something actually realistic and far more environmentally stewarding rather than your myopic cheerleading of the technology you happen to sell and this so-called "solar future?" Let's crunch some numbers with the help of your darling, Grok.

In 2035, let's assume China reaches their goal of 200GW of nuclear, and all existing hydro and wind are in place. Let's assume for the sake of this thought exercise that fossil fuels have been phased out. What would this hypothetical "solar future" look like for just China.

For the remainder of their electricity needs to be met with solar PV + battery storage, they will need almost 9,000 TWh of solar PV to meet 2035 projected electricity consumption. Accounting for avg. capacity factor and weather intermittency, this would require up to 20,000 GW of installed capacity, or ~7X of existing total global installed capacity. Just for China.

Now, of course you know that the sun isn't always shining, so power for 2/3 of a 24 hour day needs to come from batteries on a sunny day, let alone a single rainy day, a week-long storm, or seasonal fluctuations. Now we're looking at potentially up to 50,000GWh of battery capacity since the grid would hypothetically be ~2/3 solar PV + batteries.

Let's then think about an 80+ year lifespan for a nuclear reactor as a comparison. Unfortunately, you're lucky to get 25-30 years out of PV panels and batteries, so you'll have to undergo this unbelievably huge undertaking THREE times over the course of a reactor's lifetime.

To give an idea of the mineral requirements of this effort, the Lithium for this battery storage capacity alone will require THIRTY FOUR YEARS of current annual mined Lithium supply. The silver for the PV panels will require 37.5 YEARS of current annual mined silver supply.

Now, of course the rest of the world isn't standing still, making the raw material requirements of the above not only unlikely, but actually physically impossible and incredibly environmentally catastrophic. This level of PV buildout will require 5% of the total land area of China – or 476,000 square kilometers...an absolute blight on the landscape and an environmental nightmare.

To be clear, I'm not against solar PV or battery storage. Right now, it's a fast way to get some generation online, or in the case of China, to extend their coal reserves. Rooftop solar is great, but also has it's limits due to grid destabilization.

But to think for one second that the future should (or even COULD) look like the planet blanketed with panels that need not only replacing every 2-3 decades but support from batteries requiring devastating levels of mineral extraction – is ill-informed and far from desirable, let alone even possible. Calling solar PV "clean energy" is absurd and driven solely by "carbon is bad" myopia.

@elonmusk @chamath I respect you both. I would just ask that you both do even a small amount of realistic due diligence on this subject so that your large audiences can better understand not only physical realities, but realistic and optimal paths forward.

The conversation around energy conservation is apparently off the table. With this reality, the path forward should not only consider what is "fast" or – according to bullshit LCOE metrics – "cheap," but also what is best for the flourishing of humanity for the next generations and the earth that sustains us all.

[Symoné B. Beez @SymoneBeez]

Tech careers are now split into 3 tracks

[CEHymowitz @CEHymowitz]

@moninvestor DNN

[X @XaviercMiller]

Here’s what I think will happen in NYC under Mahdami.

The free buses and government grocery stores won’t happen, they never do. They sound good during campaigns, but collapse under basic math. You can’t run a city on ideas that cost billions and produce no revenue.

The only way to make housing affordable is to build more housing. The free market lowers prices, not regulation. Every time politicians try to control rent or force affordability by decree, developers stop building and landlords stop maintaining. Supply dries up, the quality collapses, and the few properties that remain skyrocket in price.

Once landlords can’t make a profit, they sell, lose properties, or walk away. Eventually, the government takes over.

Taxes will rise to pay for the promises, and the middle class will be the ones shouldering the burden. The rich will relocate, the poor will depend on subsidies, and the productive class will be squeezed from both sides.

Thriving businesses are the foundation of any thriving city. When they leave, everything else follows, jobs, schools, grocery stores, stability. Chicago already proved this. Boeing, McDonald’s, Caterpillar, Citadel, nearly 70k jobs, all gone. Now they’re facing billion-dollar deficits, half empty schools and neighborhoods without grocery stores.

I saw someone who lived in a rent-controlled apartment in California put it perfectly, he said his landlord could no longer afford maintenance so the pool was filled with dirt, the floors had soft spots, and the foundation ended up cracking. That’s what overregulation does, it destroys quality.

People who voted for this will eventually feel the pain but they won’t blame the policies or the politicians, they’ll blame the rich for leaving.

This conversation is always difficult because most people simply don’t understand market dynamics or incentives. In a free society, people act in their own self-interest. If you remove profit and reward dependency, productivity dies and the city with it.

If you think things are expensive now, just wait until they’re “free.”

[CEHymowitz @CEHymowitz]

@RealJamesWoods Smiling Commies have always told lies. Even in Wally George's day. (8 min mark)
https://t.co/Xb76XCRjo1

[CEHymowitz @CEHymowitz]

@ClaudiaWebbe Please watch this to see why you are mistaken.
https://t.co/Vk5xSAifB5

[Paulo Macro @PauloMacro]

Also Japan has 17 reactors that need refuel as a pro nuclear PM will pivot aggressively into nuclear. This Japanese election is easily the most bullish demand side news of 2025 and it ain't even close.

[CEHymowitz @CEHymowitz]

@Beta_Beaker why not just SSO?

[CEHymowitz @CEHymowitz]

@quakes99 But where to put your money? These are the multiples predicted by Chatgpt for $150 uranium. Are they correct? This is all an investor cares about. Maximizing returns.

[CEHymowitz @CEHymowitz]

@capnek123 Sorry - i messed up on the last post. I ran this through chatgpt for $150 uranium and these are the multiples it came out with. comments? this is where to put your money.

[CEHymowitz @CEHymowitz]

@capnek123 Sorry I messed up the past - its this

[CEHymowitz @CEHymowitz]

@elonmusk Someone please do Har Yoma. The Temple service. AI is the only way to handle all the slaughtering.

[CEHymowitz @CEHymowitz]

@Real_RobN @grok i guess so...
by J.J. Carrell, a retired U.S. Border Patrol Deputy Patrol Agent in Charge, during a joint hearing held by the Subcommittee on Border Security and Enforcement and the Subcommittee on Oversight and Accountability, , on November 19, 2024.

[CEHymowitz @CEHymowitz]

@Real_RobN @grok is this accurate and what hearing was this from?

[Moshe Hill @HillWithView]

Zohran Mamdani will absolutely move to shut down every single synagogue and Jewish non-for-profit in New York City.

I know this because in the Assembly he sponsored a bill that would do that in New York State.

[CEHymowitz @CEHymowitz]

@BestinDogs Sentry

[America @america]

Elon Musk and Antonio Gracias reveal shocking chart of new non-citizen Social Security Numbers issued.

“This is a mind blowing chart”

[CEHymowitz @CEHymowitz]

@ATRightMovies Duck Soup

[CEHymowitz @CEHymowitz]

@MalcolmRaw99915 @KemotArudab So in your opinion, when WILL the price go up and more importantly when will the uranium miners stocks go up. Or is the play to buy enrichment, reactor builders?