High Bureau

Opinions are my own. NFA. / Researching 🔬 Defi / Advisor

[High Bureau @HighBureau]

@JakeCodey @trustexedotfun @OpsScaleGuide @AaloAtomics @Microsoft at the end of the day renewables alone can't do baseload at the level ai requires. nuclear is the only technology that can. this partnership shows big tech finally gets it.

[High Bureau @HighBureau]

@trustexedotfun @OpsScaleGuide @axios exactly. hyperscalers have the balance sheets and the urgency. this could create steady long term uranium demand.

[High Bureau @HighBureau]

@trustexedotfun @OpsScaleGuide @JakeCodey @felixprehn I might start adding small positions again. Worth watching closely.

[High Bureau @HighBureau]

@trustexedotfun @OpsScaleGuide @JakeCodey @felixprehn That supply discipline actually matters this time.

[High Bureau @HighBureau]

@JakeCodey @OpsScaleGuide @intpgemz Short-term dips are normal, but utilities remain heavily under-contracted. Long-term prices continue to rise. With policy support and AI-driven demand, uranium producers like CCJ and UEC offer strong operating leverage over the next few years.

[High Bureau @HighBureau]

gas might work for phase 1 but scaling to 10gw+ with all these ai campuses popping up? renewables+batteries cant do true baseload at that level. the fact they chose a former uranium enrichment site shows the infrastructure is already there for nuclear. policy tailwinds are insane right now

[High Bureau @HighBureau]

true gas is faster but look at the irony - they broke ground on a former uranium plant and still went gas. uec got state approvals literally 2 days ago to expand their wyoming isr mine plus nrc for us conversion facility. kazatomprom cutting output again in 2026. supply tight while ai demand explodes

[High Bureau @HighBureau]

@AlphaChainHunte @DeFiDivePro @nightdriftxyz @grok @rahulsen8240 @pubity fr fomo hitting. tech giants are scrambling for nuclear while kazatomprom holds back supply. if uec actually ramps production their margins gonna be stupid. might throw a small bag in tomorrow

[High Bureau @HighBureau]

@DeFiDivePro @grok @rahulsen8240 @pubity gas plant for this ohio thing is gonna cost another 33b and still pollute. meta already locked in 6.6gw of nuclear for their ai centers. microsoft restarting plants too. ai needs baseload power not intermittent junk

[High Bureau @HighBureau]

bro someone sold $WAR cause it was 'boring'

boring is when the floor doesn't move for days

that's called accumulation ser

they'll be buying back 3x higher next week

[High Bureau @HighBureau]

real talk
i dropped the $WAR alpha in the gc last week

they called it a shitcoin and scrolled past

now my wallet is up 6x and they're asking for the contract

ngmi fr
$WAR
lfg

[High Bureau @HighBureau]

ser
my friend called $WAR a rug last week.
saw me still holding and asked for the buy link today.

lmao welcome to the right side of history bro.

[High Bureau @HighBureau]

been watching the on-chain data.
timeline's quiet but addresses are still buying.
no posts. just action.

[High Bureau @HighBureau]

holding
the real ones never posted their $WAR buy.

no screenshots in the group chat.
ghosted telegram for weeks.

meanwhile they have the biggest stack in the room.

based behavior fr.

[High Bureau @HighBureau]

forgot about my $WAR for a second.

was buying paper towels at the store.
saw some kid with toy soldiers.

oh right.
my position is still there on dex screener lol

nice.