C

You are exactly where you need to be ✌

[Lukas Ekwueme @ekwufinance]

Uranium miners are trading near historic lows relative to the price of uranium.

To reach the previous cycle highs, miners would need to outperform uranium by roughly 5:1.

And the outlook for uranium has rarely been stronger.

- By 2035, uranium supply is projected to fall ~20%
- Over the same period, demand is expected to rise ~20%

That's roughly a 50 million lb annual deficit.

Put differently:

The market needs the equivalent of ~3 of the world's largest uranium mines to come online within the next decade.

The problem:

- It takes ~20 years from exploration to first production.
- Those mines don't exist, and even if they were discovered tomorrow, they wouldn't arrive in time.

We all don't own enough uranium for what's coming

[C @Mirrand_]

@united thanks for the terrible customer service towards helping stranded passengers when dealing with Cancellations. Completely understandable “weather related” incidents do happen, I get that. But the absolute lack of care coming from the organization is baffling..

[ryan van der veer @sumbios]

How Europe Is Designing a Tax System You Can’t Escape.

The Netherlands is introducing a 36% tax on unrealized investment gains in 2028, even if you don’t sell your assets.

The tax will be due each year on paper profits.

[Brian Allen @allenanalysis]

🇺🇸BREAKING: Someone placed a $920 million crude oil short at 3:40 AM.

70 minutes later Axios reported the US and Iran were close to a deal.

Oil dropped 12%.

The trade made $125 million in profit.

Minutes after that Iran launched the “Persian Gulf Strait Authority” and oil surged 8%.

$760 million placed before Trump’s last announcement.

$920 million placed before this one.

Every major announcement in this war has been front-run by someone who knew it was coming.

What kind of war is this?

This is more like a trading desk with an army.

Never stop connecting the dots.

[C @Mirrand_]

@TorontoPearson we doing anything about this baggage error delay?..

[Discover @0x_Discover]

I lost my job yesterday.

Rent was due.
No backup plan.

So I opened Claude.

Told it:

“Analyze top Polymarket wallets (last 90 days)
and build me something profitable”

$25 → $4,237 overnight.

It scanned 10,000 wallets
Filtered by win rate, sizing, behavior

Found 7 traders with real edge.

Then built an autonomous agent:

• reads live news
• maps events to markets
• detects mispricing
• finds cross-market arbitrage
• sizes using

KellyDeployed at 11:47PM.

Closed my laptop.

Woke up to:$25 → $4,237
94 trades
0 input

No emotions.
No hesitation.

Just information asymmetry at machine speed.

Wall Street pays $2M/year for this.

I pay $20/month.

Copy it →https://t.co/IPY41UFgnZ

[Felix Prehn 🐶 @felixprehn]

It is now illegal for most American farmers to do what farmers have done for 10,000 years. Save seeds from their harvest to plant next season.

Four corporations control over 60% of global seed sales. Bayer-Monsanto. Corteva. Syngenta-ChemChina. BASF.

Over 80% of all corn and more than 90% of all soybeans planted in the United States use patented biotech seeds. Farmers sign licensing agreements that prohibit saving, replanting, or sharing seeds. Every season requires a new purchase.

Seed prices have increased over 300% since 1995.

In the 1990s, most farmers saved a portion of their harvest to plant the following year. Seed companies genetically engineered crops to be resistant to specific herbicides, most notably Monsanto's Roundup Ready system. The seeds worked. Yields improved. Farmers adopted them rapidly.

Then the patents locked in.

Monsanto deployed a team of private investigators to audit farms suspected of replanting patented seeds. They filed over 150 lawsuits against American farmers. Settlements and judgments totaled over $23 million. The Supreme Court ruled unanimously in Bowman v. Monsanto (2013) that patent protections extend to self-replicating technologies including seeds.

Farmers who had planted one crop with patented seeds could not legally replant the offspring of those seeds. The biology of reproduction itself was patented.

Today, the four largest seed companies spend more on intellectual property enforcement and patent filings than many of them spend on R&D for new crop varieties.

The consolidation of the seed industry is one of the least discussed monopoly structures in the global economy.

Corteva (CTVA) was spun off from DowDuPont in 2019 as a pure-play agricultural sciences company. They control roughly 20% of the global corn seed market and are the largest seed company in the Western hemisphere. Revenue exceeded $17 billion. Operating margins are expanding as they shift toward higher-value biotech seeds and crop protection products. The pricing power comes from the fact that once a farmer is in the Corteva seed ecosystem, switching costs are significant because crop protection products are designed to work with specific seed genetics.

Deere & Company (DE) sits at the intersection of the seed monopoly and the equipment monopoly. Modern precision agriculture requires Deere's GPS-guided tractors and automated planters to work in concert with biotech seed prescriptions. The software layer that connects equipment to seed to data is becoming the most valuable part of the farm. Revenue exceeded $51 billion. The precision agriculture division is growing faster than the equipment division.

For broader agricultural exposure, the Invesco DB Agriculture Fund (DBA) tracks a basket of agricultural commodity futures. When seed costs rise, crop production costs rise, which supports higher commodity prices. The farmers absorb the input cost increase. The commodity market passes it to consumers. The companies selling the seeds and the equipment capture margins on both sides.

The seed monopoly is a toll booth on the global food supply. 8 billion people eat every day. Four companies control the genetics.

I'm hosting a once in a lifetime webinar where I go over the exact things I know as a former banker and world class investor.

100% free to join. Sign up with the link in my comments.

[Amazing Physics @amazing_physics]

This is a 1000-gram iron bar. In its raw form, it’s worth around $100.
If it’s turned into horseshoes, its value rises to about $250.
If it’s made into sewing needles, its value jumps to roughly $70,000.
If it’s crafted into watch springs and gears, it can be worth around $6 million.
And if it’s transformed into precision laser components, like those used in lithography, its value can reach $15 million.

Your value is not defined only by what you are made of, but by how well you shape your potential into something extraordinary.

[Unfiltered With Kels @unfilteredwkels]

Toronto police officers came to this woman’s house to speak to her about a post she made online about our Prime Minister Mark Carney. They let her know the next time she will be charged and taken to jail… meanwhile people in Toronto are urinating on public transit or in corners by storefronts.. not to mention the violence that is climbing.. but no worries.. money well spent, right?
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#onlineharmsact #canada #toronto #watchout #helpus

[C @Mirrand_]

@benben20081 @WallStreetMav The question becomes do we wait on the sidelines or accumulate slowly. Interesting to say the least.

[Wall Street Mav @WallStreetMav]

The new floor for silver is about $50 per oz.

It currently costs about $35 per oz, once you include yearly production costs plus the capital required to build infrastructure for new mines. Meaning, realistically silver prices have to stay above $50+ for new mines to get built to replace depleting mines.

Forget about growing production, the industry is struggling to just maintain current levels of silver per year.

Currently all of the mines around Earth combined produce about 820 million oz of silver per year. Recycling produces about 190 million oz, bringing the total produced to 1 billion oz per year.

Demand is 1.15 to 1.2 billion oz per year.

Global annual production of silver peaked in 2015-2016 at 900 million oz. Production has been trending down every year since then, despite prices rising from $15 to $30 per oz in 2021. And now prices increasing to $80+ per oz in 2026.

Credit @toddoanthony CEO of Pacifica Silver Corp

[Rich Toronto @rich_toronto]

I am Canadian.

My grandparents came to this country as immigrants, looking for a better life.

They arrived with nothing, and were given nothing by the government; nor did they ask for anything.

My grandfathers worked hard. One opened a business with partners, the other worked for a large company. My grandmothers stayed home and raised their families.

They learned English. They paid taxes. They followed the rules and the laws of their new land. They continued to freely practice their religion and continue their traditions, while also embracing Canadian values and immersing themselves in Canadian society.

My parents were born here. They, too, had the freedom to practice their religion, celebrate their holidays, continue their parent’s traditions, while living a Canadian life.

I grew up here. I stood and sang Oh Canada every morning. Never loved the song, but always sang it proudly. I celebrated Canada Day. I learned about Canadian history, Canadian geography, Canadian government. I leaned about Canada.

I went to school with people from different countries; different religions; different cultures; different skin colours. We all played together. We all hung out together. We were all friends.

I grew up in one of the safest countries in the world. We worried about nothing.

I grew up in one of the friendliest countries in the world. Canada was known for being polite; saying “sorry”; for being amenable.

Nobody hated us. We had a great reputation in the world. When American kids travelled they’d often put the Canadian flag on their backpack because they’d be treated better.

Canada was great. A great place to live. A great place to raise a family.

I don’t recognize our country anymore. The hate, the rhetoric, the violence, the lack of safety and security.

This is not the Canada my grandparents immigrated to.

This is not the Canada I grew up in.

This is not the Canada I planned to raise children in.

We are at war right now. Us. Canadians. Here in Canada.

We are at war with an ideology that wishes to wipe out and destroy us and everything we stand for.

They wish to replace Canada with an Islamic state and Sharia law, forcing everyone to convert to Islam or be killed.

I’m not making this up. They’ve told us.

If we want to save Canada, we need to stand up against them. We need to speak up against them.

We need to be contacting our elected officials and telling them that they need to save Canada.

We have to be united. Right now, we cannot let things like our opinion on the war divide us. If we do, Islam will win.

We have to focus on coming together.

As Canadians.

To fight for our country.

Canada.

The Canada we were born in or chose to come to.

The Canada we helped to build.

The Canada we know and love.

The Canada we need.

I am Canadian.

And I will not stay silent or stay still while my Canada is destroyed.

[Ethan Brooks @alt_w_v_g]

Bought a coffee this morning

Black, no milk, no syrup

Someone poured liquid into a cup

Took eleven seconds

Then she flipped the iPad around

30%

35%

40%

For a $6 coffee that took eleven seconds to make

The line behind me was six deep

All watching

30% is the new 0%

Everyone knows it

Nobody says it

I pressed custom

Typed $0

The barista looked at me

The guy behind me looked at me

My wife looked at the ceiling

We left

Went to lunch after

Waiter brought water and bread without being asked

Took our order

Checked on us twice

Refilled drinks

Cleared plates

I tipped 25%

My wife said "you just gave the waiter 25% and the barista nothing"

I said "correct"

She stared at me

I said "one of them did a job. The other one turned an iPad around."

She took the check out of my hands

After lunch we stopped for frozen yogurt

The kids served themselves

Picked their own toppings

Weighed their own cups

I paid by the ounce

Then the screen flipped around

35%

40%

45%

I looked at my seven-year-old who had just done the entire job

I pressed no tip

The teenager behind the counter didn't blink

She already knew

My wife grabbed my arm and walked me out

In the car she was quiet

Then she said "I can never take you anywhere"

I said "just not the places with iPads"

She didn't laugh

But she didn't disagree

Tipping used to mean something

Now it's just a screen that guilt-trips you in front of strangers

I don't negotiate against myself

Not at work

Not at a frozen yogurt shop

Plz fix. Thx.

Sent from my iPhone

[Ethan Brooks @alt_w_v_g]

Went to the grocery store this morning

Bread, milk, eggs

$47.63

The screen asked if I'd like to round up to support a children's hospital

I pressed no

The cashier looked at me

The woman behind me looked at me

My wife looked at the ceiling

Again

This company made $14 billion last year

They can round up

Went to get gas after

The pump asked if I'd like to add $1 to support veterans

I support veterans

I pressed no

A $200 billion oil company asking me to fund their charity while I'm paying $3.89 a gallon

That's not philanthropy

That's outsourcing

Drove through for lunch

Taco Bell

The screen said "round up for education?"

A fast food company asking me to fund scholarships while paying their employees $11 an hour

I pressed no

My wife said "you know you're arguing with screens today"

She was right

But the screens started it

Went to the pharmacy

Picked up a prescription

$340 after insurance

The screen asked if I'd like to donate $1 to help families in need

I just paid $340 for a medication that costs $4 to manufacture

And now you want a dollar

I pressed no

The pharmacist said "it's just a dollar"

I said "it's never just a dollar"

She didn't respond

Got home

My wife said "you said no to a children's hospital, veterans, education, and families in need today"

I said "no. I said no to four corporations who want me to fund their goodwill so they can put it in their annual report"

She was quiet

Then she said "you're not wrong"

I said "I know"

She said "but you're still going to look like a monster"

I said "I'd rather look like a monster than quietly fund a billion-dollar company's PR strategy at the register"

She didn't disagree

But she didn't look at me either

Plz fix. Thx.

Sent from my iPhone

[Felix Prehn 🐶 @felixprehn]

34 countries just signed a pledge to triple global nuclear capacity by 2050. There are only 8 uranium miners on earth that can actually supply it.

Nuclear produces 10% of the world's electricity right now. That's going to 30%. The US, UK, France, Japan, Canada, South Korea, UAE, and 26 other nations signed the Declaration to Triple Nuclear Energy at COP28. Signed international commitment with deployment timelines already laid out.

To triple capacity, the world needs 740 new reactors. Each reactor requires roughly 500 tonnes of uranium over its lifetime. That's 370,000 tonnes of new demand being committed right now.

Current global uranium production: 58,000 tonnes per year. Current demand from EXISTING reactors: 65,000 tonnes per year.

The market is ALREADY in a 7,000-tonne annual deficit BEFORE a single new reactor comes online.

Where does the extra uranium come from?

It doesn't.

Kazakhstan produces 45% of global uranium. One country. They just cut production forecasts by 17% citing acid supply shortages. Canada produces 14%. Their largest mine (McArthur River) was shut for 5 years due to low prices and is still ramping up. Two countries make 59% of supply, and both are producing LESS than last year.

For 15 years (2005-2020), uranium prices were so low that nobody built new mines. Exploration spending collapsed 85%. Average uranium mine takes 10-15 years from discovery to production. Even if every mining company started a new project tomorrow, first new supply wouldn't arrive until 2035-2040.

Demand is tripling. Supply is declining. Timeline to fix it: 10-15 years. 34 governments just legally committed to buying a commodity that doesn't exist in sufficient quantities.

Uranium spot went from $20/lb in 2020 to $95/lb today. 375% increase. Kazatomprom stock went from $11 to $80. Cameco went from $7 to $53.

This is still early. The 740 new reactors haven't started procurement yet. When they do, they'll be competing for a resource already in deficit. It's like watching 34 countries announce they're all building new houses in a town with one lumber yard that's already backordered.

What to buy.

Cameco (CCJ). Largest Western producer, tier-1 assets in Canada, long-term utility contracts. Kazatomprom (KAP). World's largest producer, lowest-cost operations. NexGen Energy (NXE) owns the highest-grade undeveloped uranium deposit on earth (Rook I in Saskatchewan). Sprott Physical Uranium Trust (SRUUF) holds actual uranium metal, directly tracks spot price.

Basket approach: Global X Uranium ETF (URA) holds 48 uranium companies across the full supply chain.

i track reactor construction timelines, utility procurement contracts, and uranium inventory levels through tradevision. 34 countries committed to tripling nuclear. 8 miners exist at scale. the supply-demand math here is the simplest asymmetric setup in commodities right now.

(the world just committed to tripling nuclear energy. the last new uranium mine took 14 years to build. somebody in that room can't do math. or they can, and they're already buying uranium before you figure it out.)

[C @Mirrand_]

@AlexMasonCrypto I was thinking similarly, markets are very volatile currently. But I do think this could give opportunity to those who are interested.

[C @Mirrand_]

@JinWooIQ @grok DONE