Roberto Pizarro

Uranium Investor, nuclear operations, electric system dispatcher, balancing authority operations. Worked for 3 different utilities.

[John Quakes @quakes99]

Pow!💥🥊 #Japan's Ministry of Economy, Trade & Industry announces plans to increase its reliance on #Nuclear #energy and reduce fuel import costs by building up to 14 new reactors of 16 Gigawatts capacity to replace aging reactors by 2050⚛️👷🤠🐂 #Uranium https://t.co/W4JnPUGBJE

[DNI Tulsi Gabbard @DNIGabbard]

Today, I’m releasing never before seen intelligence revealing new evidence of past US government funding for more than 120 biolabs in over 30 countries, including Ukraine.

In support of President Trump‘s Executive Order to end federal funding of dangerous gain of function research around the world, and increase transparency and accountability, ODNI will continue working with partners across the Administration to identify where these labs are, what pathogens they contain, and what “research” is being conducted.

https://t.co/pLMD0krc69

[📐triANGLE INVESTOR @capnek123]

May 2026 month-end #uranium prices are out with UxC raising their base Long-term contract price by +$3 to $93 and TradeTech by +$2 to tie the May 2007 to March 2008 all-time high of $95/lb #U3O8!👇

[Aaron Siri @AaronSiriSG]

The @realDonaldTrump admin just filed a brief in the U.S. Supreme Court betraying religious liberty by arguing it is perfectly fine for employers to have policies that allow medical but not religious exemptions to vaccination requirements.
https://t.co/OPiqKmE68r

[Roberto Pizarro @chevster20]

@caorilne Standing in the high desert at INL at sunrise, looking at the purple mountains in the distance…

[Dr. Dawn Michael @DawnsMission]

🚨 The Big Statin Lie Exposed!

They’ve spent decades scaring everyone into thinking high cholesterol will kill you — and pushing dangerous statin drugs as the “solution.” But the truth they don’t want you to know?

The higher your cholesterol (especially after age 50), the healthier you are — and the longer you live.

Cholesterol is VITAL:

☑️Builds and repairs cell walls

☑️Essential for brain function (your brain is 25-30% cholesterol!)

The “lower is better” narrative? A massive Big Pharma profit machine.

[zerohedge @zerohedge]

US To Develop Small Modular Nuclear Reactors For Commercial Shipping https://t.co/F8P0M8jVQX

[zerohedge @zerohedge]

Cameco Sees As Many As 20 AP1000 Nuclear Reactors On The Horizon https://t.co/0nrlcHzPs7

[Felix Prehn 🐶 @felixprehn]

Uranium went from $30 a pound to $98 a pound in 6 years.

The mining stocks did 5x to 7x in the same window.

Microsoft and amazon just signed deals to power their AI data centers with nuclear. The uranium they need does not exist in the global supply…

Most people have no idea what's happening with uranium in 2026.

AI data centers consume 8-12x more power than traditional data centers. The biggest tech companies need 50+ gigawatts of new power capacity by 2030. Renewables can't run a data center 24/7. Natural gas is politically blocked. The only path is nuclear.

Microsoft just signed a 20-year deal to buy nuclear power from Three Mile Island. Amazon signed with Talen Energy. Google signed with Kairos. Meta is in talks.

50 gigawatts requires roughly 9,000 tonnes of uranium per year.

Current global uranium mining: 50,000 tonnes a year. Current demand pre-AI: 65,000 tonnes a year. The supply deficit was already 15,000 tonnes a year before the tech companies showed up.

Add the AI demand and the deficit triples.

The fastest way to position on the structural shortage is the 5-position nuclear stack.

I started buying uranium in 2020 at $30 a pound. NXE was a $0.95 stock when i bought it. It's at $7.85 today. Total time managing the position: 15 minutes a quarter.

Move 1. Pick the 5 names. CCJ (Cameco, the largest western producer). NXE (NexGen Energy, the biggest undeveloped high-grade deposit). DNN (Denison Mines). URA (Sprott Uranium Miners ETF). URNM (North Shore Uranium ETF).

Move 2. Set the allocation. 35% CCJ. 20% NXE. 15% DNN. 15% URA. 15% URNM.

Move 3. Track long-term contract pricing weekly. Uranium has 2 prices: spot and term. Term is 70% of all volume. Currently $84 a pound. Above $100, marginal mines come back online and supply restarts. Free at uxc. com.

Move 4. Watch the hyperscaler PPA announcements. Set google alerts for "data center nuclear PPA" and "small modular reactor agreement." Every announcement is a 20-year demand commitment.

Move 5. Watch the kazakhstan situation. Kazakhstan produces 43% of global uranium. Russia transports the conversion services. The supply chain has 2 chokepoints. When russia restricts uranium exports (already happening), CCJ runs.

Move 6. Quarterly rebalance. 15 minutes.

The asymmetry nobody talks about.

S&P 500 on $50K: $7,000 a year average.

Energy ETF on $50K: $4,800 a year. Diluted by oil majors.

Nuclear stack on $50K: CCJ +112% over 24 months, NXE +208%, DNN +156%, URA +89%. Blended 124% over 24 months. $62,000 in pure capital appreciation.

Plus the AI demand cycle has not peaked. The structural shortage has 6+ years of runway.

i run 6 sub-portfolios across 6 account types. They've appreciated 89% in 18 months while i barely look at them. 8,000 of my goat academy students hold positions in these names. Combined exposure: over $1.1B.

The 2026 NRC small modular reactor approvals will trigger another leg up. Window: 6-12 months.

I'll probably regret posting this. Once CNBC starts running uranium segments, the spot price runs to $150 and the miners overshoot.

(the entire western world bet its energy security on solar panels made in china. the AI data center build-out hit. the only reliable carbon-free baseload power is nuclear. the only fuel for nuclear is uranium. the only major mining companies are in canada, australia, and kazakhstan. the supply chain runs through russia. nobody planned this. somehow we're going to have to figure it out anyway.)

This is my once in a lifetime FREE webinar.

I'm walking through the exact 5-position nuclear stack live. Plus the uxc term-price tracker and the hyperscaler PPA calendar.

I started buying when uranium was unfashionable. The window to be early is closing.

Limited spots. Link in comments: https://t.co/1j7Dmb4qHR

[Clown World ™ 🤡 @ClownWorld]

Realest thing I’ve read today

[John Quakes @quakes99]

🙈U'd have to be totally blind to not see that every single signpost🪧 now points to a coming rip-your-face-off #Uranium #mining #stocks bull market📈⚛️⛏️🫠 that will go down in history as one of the most spectacular #investing opportunities in a generation!🎆🚀🌟🤠🐂 #Nuclear🏄

[John Quakes @quakes99]

Boom!💥 #Canada's Brookfield & US @TheNuclearCo are forming a new company to accelerate deployment of Westinghouse AP1000 & AP300 #Nuclear reactors "at speed and scale"🏎️ starting with 2 x 1.1GW AP1000s at VC Summer in #SouthCarolina 🇺🇸⚛️🏗️👷🇨🇦🤠🐂#Uranium https://t.co/r5r1BO7rFc

[Roberto Pizarro @chevster20]

@EnviWood @Electroversenet Except Energy Transfer (ET). They made bank by being overly prepared.

[Roberto Pizarro @chevster20]

@D4RKM4773R @Electroversenet Texas doesn't have 15GW of nuclear. Please list the stations that went off line. It is an easy task.

[Roberto Pizarro @chevster20]

@Vrnolq @Electroversenet ERCOT has an extra vulnerability. They are only connected to the eastern interconnect via DC ties. They have no help from other grids.

[Roberto Pizarro @chevster20]

@Lgiannatta48389 @Electroversenet WTF? It started with a tree contacting a very overloaded pathway at a time when the Reliability Coosinator was blinded due to a faulty computer system. Ask me how I know...lol.

[Roberto Pizarro @chevster20]

@SDSLLC_USA @GrantMercer512 It isn't about living longer. It's about keeping a higher quality of life longer. It's about squaring the curve of decline. My father turns 96 this year and still hits the golf ball over 200 yards. That's how you square the curve.

[Roberto Pizarro @chevster20]

@walthodgson @ArthurMacwaters LOL

[Roberto Pizarro @chevster20]

@VChristianus @ArthurMacwaters 2A

[Roberto Pizarro @chevster20]

@sophialumina @MJTruthUltra Follow the money...you will find your answer there.