CryptoDecada

$NMT $FARTCOIN $NINJA $KIRA $MORUD $VIBE 💯🪐

[Shay Boloor @StockSavvyShay]

$CLPT is up 34% after the FDA allowed $QURE to use three-year Phase I/II AMT-130 data as primary basis for an accelerated approval BLA filing planned for Q3 2026.

ClearPoint is moving because AMT-130 is delivered directly into the brain using its navigation system and SmartFlow cannula meaning every trial procedure and potentially every commercial procedure if approved runs through its platform.

[Shay Boloor @StockSavvyShay]

$EOSE partner Frontier Power USA signed a framework to convert 2+ GWh of late-stage battery storage projects to Eos Z3 systems.

The deal expands Eos Energy’s long-duration storage pipeline and help fulfill Frontier’s existing 2 GWh deployment agreement.

[Wall St Engine @wallstengine]

$OKLO says it was selected by the U.S. DOE for advanced talks on using surplus Cold War-era plutonium as fuel for advanced nuclear reactors.

Oklo says the program could help ease fuel supply constraints and bring advanced reactors online sooner.

The company would partner with newcleo, which may contribute fuel expertise and potential project capital, subject to agreements and approvals.

[Shay Boloor @StockSavvyShay]

France is investing more than $1B into domestic quantum computing as tech sovereignty becomes a bigger national priority.

The push comes as the U.S. prepares a $2B quantum funding package with government equity stakes across nine companies.

$IONQ, $RGTI, $INFQ, $QBTS, $ARQQ

[Centrus Energy @centrus_energy]

FIRST QUARTER RESULTS ARE IN: Centrus had a robust start to 2026, with $76.7 million in revenue and strong operational progress. (1/3)
#1Q2026 #Earnings #NYSE #nuclear $LEU

[Shay Boloor @StockSavvyShay]

ACTIVE GROWTH PORTFOLIO WATCHLIST

1. $PL | Planet Labs
2. $OKLO | Oklo
3. $LMND | Lemonade
4. $OUST | Ouster
5. $FSLY | Fastly
6. $HROW | Harrow
7. $CRML | Critical Metals
8. $JOBY | Joby Aviation
9. $ACHR | Archer Aviation
10. $LEU | Centrus Energy

[Shay Boloor @StockSavvyShay]

AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE

Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles.

Nuclear will anchor the baseload with $OKLO, $SMR, $BWXT & $CEG delivering nonstop clean power straight to AI campuses while upstream fuel supply from $CCJ, $UUUU & $LEU secures the inputs that make long-duration nuclear viable.

Transmission, turbines & cooling will close the loop with $VST, $GEV & $VRT expanding the grid and infrastructure that move the energy behind AI’s next decade.

Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG capacity to guarantee uninterrupted power for AI loads.

Renewables like $FSLR, $BE & $NEE will drive marginal cost of compute lower by supplying cheap daytime energy that feeds grid-scale storage.

[CryptoDecada @CryptoDecada]

@derekquick1 $CLPT

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

In most storage systems, installed capacity ≠ usable capacity.

Energy gets stranded because controls are designed around the weakest module—so systems are oversized to compensate.

By managing imbalance at the module level, DawnOS™ allows Eos systems to deliver virtually all installed energy and stay operational.

The result: More delivered energy. More predictable performance. More value from the same infrastructure.

Our technical paper breaks down how this shift changes real‑world system economics.

Read the DawnOS paper: https://t.co/ZS0FFKwuFN

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

Our 2025 Annual Report and Shareholder Letter is available now. Hear directly from our CEO, Joe Mastrangelo, and read the full report here: https://t.co/RK7d7WB3YO

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

To meet accelerating AI demand, infrastructure has to move faster—and at scale.

Eos has entered a Joint Development Agreement with TURBINE‑X to develop private power infrastructure for AI.

By integrating gas‑fired generation with Eos Indensity™ storage architecture, this model is designed to provide dispatchable, on‑site power in months, not years, aligned with AI deployment timelines.

Read the full announcement here: https://t.co/dch57LabKp

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

In our earlier battery management system (BMS) architecture, a single imbalanced module could take an entire string offline—stranding energy across every module it was grouped with. We engineered around it. Oversized systems to deliver performance. Dispatched technicians when it happened. Accepted the downtime. It was the cost of doing business.

We decided it didn’t have to work that way.

Eos DawnOS™ is the result. A module-level BMS, built from the ground up for zinc-halide chemistry. When a module falls out of balance, the system can route around the issue. The string keeps running. Energy loss stays under 1%.

And because zinc is inherently resilient, most modules can recover on their own and reintegrate automatically.

No technician. No downtime.

That’s how installed capacity becomes usable capacity—and what five years of iterative development looks like.

For Eos Cubes with Z3™ modules already in the field, DawnOS can unlock trapped energy. Hardware, firmware, and software upgrades working together to bring deployed systems to full performance.

Full technical breakdown linked here: https://t.co/ZS0FFKvWQf

[Oklo @oklo]

It’s not just about building advanced nuclear. It’s about scaling it.

Oklo CEO @jakedewitte and @centrus_energy CEO Amir Vexler on @business to discuss how we are working together to overcome the nuclear fuel bottleneck and support large-scale deployment of advanced reactors.

Watch the full interview:
https://t.co/Lqo30UfeRA

[Stock Talk @stocktalkweekly]

Centrus Energy $LEU reiterated at 'Outperform' at Evercore ISI, with a $390 price-target

Analyst Nicholas Amicucci comments on their new Palantir $PLTR partnership:

"Earlier this morning, Centrus continued it partnership announcement momentum as it announced a landmark strategic partnership with Palantir to deploy AI-driven software across its multibillion-dollar Piketon enrichment expansion, with early work already identifying nearly $300MM in potential cost savings since the recent agreement was signed in January, which is importantly is only “the tip of the iceberg.”

This followed the announcement of its EPC arrangement with Flour showcasing the companies continued “best-in-class” partnership initiative, which could also be complemented by the potential partnership with Oklo, and provides the company with an even stronger political capital “war chest” in our opinion.

From an investment perspective, this development is a rather significant incrementally positive to our long-term thesis. First, identifying ~$300MM of efficiencies at this early stage materially supports our view that disciplined project execution can protect returns through the buildout cycle, particularly as Centrus moves toward commercialscale deployment.

Second, the use of advanced analytics across project controls and manufacturing execution meaningfully reduces construction, schedule, and cost-overrun risk, which are all key toggle items that can have significant impacts around cascade timing and the capital intensity to achieve “Nth” of-a-kind Cascade builds.

Third, accelerating timelines for bringing new enrichment capacity online enhances Centrus’ ability to capture tightening SWU market fundamentals, especially against the backdrop of Russian supply constraints and rising Western demand. Under the agreement, Centrus will leverage Palantir’s Foundry and AIP platforms to integrate systems across classified and unclassified environments and optimize project controls, engineering, manufacturing execution, supply chain management, and regulatory compliance as it scales commercial enrichment capacity. We reiterate our Outperform rating."

[Steffan Szumowski @UnoMasReactor]

Centrus $LEU Partners with Palantir $PLTR to Drive Cost Savings and Unlock Operational Efficiencies in Major Expansion of U.S. Uranium Enrichment Capacity

“Centrus and Palantir have already identified nearly $300 million in potential cost savings and efficiencies”

🔗 below

[Steffan Szumowski @UnoMasReactor]

Goldman on Uranium:

"we come away incrementally more constructive on both the near-and-long term backdrop for uranium market fundamentals. In particular, we think it is noteworthy that the industry continues to produce substantially below replacement rate, with uranium demand of ~190mn lbs in 2025 well outpacing the ~165mn lbs of global uranium production over the past year ... [Recent spot price commentary] ... We believe this is indicative of a growing inflection in nuclear power demand, driven by restarts, new builds, and uprate activity, among other drivers and the need for more uranium supply globally appears to be more of a when, not if, question, in our view."

[Options selling with Christian @optionscjp]

$EOSE reports Thursday morning, the morning after $NVDA reports

Two different ways this plays out

1. $NVDA smashes and raises like they always do and it changes the market sentiment/brings the whole market up with it which could give us a nice 30% day on $EOSE if they also give us a good earnings

2. $NVDA smashes earnings just like last time however, it plays out the same way as last earnings and the market uses it as the catalyst it needed to finally break to the downside out of its range, taking the entire market with it.
This is obviously the scenario we do not want, but I’m scared might happen

Regarding $EOSE actual earnings, expecting anywhere from $90m to $140m for Q1 and a forecast of $600-$750m for the year

But I honestly don’t think any of that matters because it’s all going to boil down too in Nvidia earnings and how the market reacts

[NYSE 🏛 @NYSE]

The NYSE welcomes @centrus_energy to celebrate the launch of a multi-billion-dollar expansion of its uranium enrichment plant in Ohio. $LEU https://t.co/prndEV9PZL

[Centrus Energy @centrus_energy]

Centrus CEO Amir Vexler rang the opening bell at the @NYSE this morning, celebrating the launch of our multi-billion-dollar expansion of domestic uranium enrichment capacity.

[CryptoDecada @CryptoDecada]

@QXOInc Buying more $QXO