Uranium stocks taking another bath. My broker hates me but I finally get it-the real nuclear play isn't the ticker, it's the jurisdiction. UAE built the baseload, I built a losing watchlist.
Strong rejection for $EU at the 50 DMA. Sentiment is as bad on theses shares as I think I have seen. Shame with what they have on offer.
#SundayCharts#Uranium
โUnderstanding both the power of compound interest and the difficulty of getting it is the heart and soul of understanding a lot of things.โ
โ Charlie Munger
You know we are on the same page on this fundamentally. This is exactly why the foundational data should stay free.
Look at weather: the observations are publicly-funded open foundation (and commercial complements), all the value sits in the apps and services built on top, and the end user never touches the raw data they just glance at a forecast.
EO, I think, is heading the same way. Start charging for the raw layer and we choke the ecosystem before it forms.
So basically free data is a necessary condition for value creation.
This is an interesting but flawed take. Itโs based on the premise that โrawโ satellite data is valuable. Satellite data is not valuable: a pixel sold is a problem sold.
You need an ecosystem of companies building products and services โฆ 1/2
Warren Buffett said, "I am willing to spend $100 billion this afternoon."
"I would rather have $100 billion in a really good business bought at a sensible price than have $100 billion in cash."
"Cash โ at certain levels โ is necessary. But cash is not a good asset."
The key shift in multi-model AI systems is not adding more models. It is defining which model owns which job.
Weak stacks treat model choice like a menu: one model for speed, another for cost, another for style. That works at small scale, but breaks once agents, tools, memory, and automation become operationally important.
Serious AI architecture needs explicit ownership.
Each model should have a defined role, boundary, and reason to exist. The strongest model should not run everything. It should own judgment: synthesis, architecture, contradiction resolution, final review, and high-stakes interpretation.
Cheaper or specialized models should own execution: extraction, formatting, classification, routing, summarization, variants, and other repeatable tasks where cost and volume matter more than deep reasoning.
The goal is not more models. The goal is less ambiguity.
If no model clearly owns the decision, the system becomes harder to audit, improve, and trust.
The architecture must answer one question:
Who owns the judgment?
Everything else should route around that answer. Model ownership is not an implementation detail.
It is the governance layer.
Best 10 small cap stock with strong potential to be next generation market leaders.
$PENG - Penguin Solutions provides AI infrastructure, memory solutions.
$ONDS โ Aerial and Ground Intelligence defense ecosystem.
$AMBQ - Makes ultra-low-power chips for edge AI devices.
$HYLN โ Develops KARNO fuel-flexible power generators.
$OUST - LiDAR sensors and perception software for robotics.
$LWLG - Develops electro-optic polymer materials designed to make optical modulators faster.
$FLY - Lunch vehicles, landers, spacecraft, and national-security space services.
$TE - U.S.-based solar manufacturing platform focused on domestic module.
$DOCN - -Provides cloud infrastructure for developers, and AI-native companies.
$MRAM - Memory products used in industrial, aerospace, defense, automotive.
Bookmark this post for research!
FACT: More than 90% of the potential energy still remains in spent nuclear fuel.
Some advanced reactors under development could consume or even run on this fuel in the future.
Who is going to soak this debt up?
We already have funding issues with Treasury Auctions.
Plus now we have massive IPOโs launching:
SpaceX
Anthropic
OPEN AI
Plus $GOOG and $META raising funds for CAPEX.
On top of that we must keep feeding the stock bubble.
Something is going to break.
๐บ๐ธ Jamie Dimon, CEO of JPMorgan Chase, said it out loud:
Your kids will work 3.5 days a week. Live to 100. AI is going to cure cancer, stop car crashes, make new materials, save lives.
"Life will be better."
He's not a tech bro dreaming out loud. This man runs the money.
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