rysi

#bitcoin, 🚀 and 🏒 | nostr: npub1nnxhk723xgv24wpnwh8v2ekluxs3w26yl8u03s6fh9el3nh6w4aqdgjw0n

[rysi @realrysi]

$AMTM has serious momentum after a great earnings report. This is validating toward our thesis that AMTM was undervalued and unheard of.
https://t.co/YPm9mVByJJ

[rysi @realrysi]

@spittinchiclets bahaha

[rysi @realrysi]

$LUNR updates on investment thesis.
https://t.co/zNK2l9wOCd

[rysi @realrysi]

@LynAldenContact @Forbes yea look at the eyes on the girl in bottom right corner picture. they look hand drawn

[rysi @realrysi]

New Articles posted on https://t.co/Podznel9LR via @realrysi

[rysi @realrysi]

A breakdown of how I designed a 2-year investment plan for a friend with a $50,000 settlement. The article covers objectives, asset selection, three portfolio options, and expected outcome ranges
https://t.co/bFI77HR4Ex

[rysi @realrysi]

@saylor https://t.co/piFwQkljvk
Stock is a no brainer buy right now based on how much bitcoin $MSTR owns

[rysi @realrysi]

Why MSTR is a buy right now @PunterJeff

https://t.co/piFwQkkLFM

[rysi @realrysi]

https://t.co/xRBSjexECS

[rysi @realrysi]

Citron post on stating AMTM is the mist important company nobody has heard of. A statement I have been saying since the merger with Jacobs Technology business unit

[Citron Research @CitronResearch]

$AMTM - The Nuclear Monopoly at the Center of Trump's Nuclear Energy Dominance

Trump just made AMTM the most important company in America that nobody's heard of....$55

UNDERSTAND WHAT THEY CONTROL:
Amentum manages 90% of America's nuclear infrastructure for the DOE.
Not "participates in" - MANAGES.
They're the ONLY company with the expertise, clearances, and relationships to handle:

Nuclear weapons complex operations
Radioactive waste cleanup at EVERY major site
New reactor engineering and operations
Defense nuclear facilities

This isn't a contractor. This is the KEYSTONE of U.S. nuclear capability.

THE TRUMP CATALYST - THIS IS BIGGER THAN YOU THINK:
18 hours ago: Trump DOE gives $1B for Three Mile Island restart

May 2025: Trump EO mandating 400 GW nuclear by 2050 (4x current)

Active: $250B+ DOE loan program for nuclear
Active: Executive orders fast-tracking ALL nuclear approvals
Trump's energy secretary said it explicitly: "The bulk of LPO money will go to nuclear."

That's $250 BILLION in nuclear loans over the next 4 years.

WHO EXECUTES THIS? AMTM.
WHY AMTM IS IRREPLACEABLE:
The U.S. has 177 underground tanks of radioactive waste at Hanford alone. 56 million gallons of plutonium production waste.
By law, this MUST be cleaned up.
By reality, only ONE company can do it.

AMTM has:
40+ years operating DOE nuclear facilities
Every security clearance that exists
The ONLY workforce trained in legacy nuclear operations
Relationships spanning 4 decades with DOE/DOD/NRC

You cannot train replacements. You cannot hire competitors. The expertise doesn't exist anywhere else.
THE MARKET IS MISSING THE POLICY SHIFT:
Trump isn't just "supporting nuclear."
He's betting America's AI supremacy on it.

Every EO mentions the same thing: AI data centers need nuclear power, and nuclear power is national security.

Microsoft needs 835 MW for AI → Three Mile Island restart

Google needs power for AI → Iowa reactor restart
The next 50 data centers all need baseload power Th
They ALL need AMTM

THE $3 TRILLION OPPORTUNITY:
Trump wants 300 GW of NEW nuclear by 2050.
At $10B per GW, that's $3 TRILLION in nuclear infrastructure.
Every single project needs:
Site assessment & environmental (AMTM)
Engineering & design (AMTM)
Regulatory approval support (AMTM)
Construction oversight (AMTM)
Operations & maintenance (AMTM)
Decommissioning (AMTM in 50 years)

AMTM isn't bidding for contracts. They're the only company qualified to receive them.

THE CONTRACTS ALREADY IN HAND:

BEFORE Trump's $250B nuclear buildout.
CANTOR'S SOTP (Before Three Mile Island News):
Nuclear: 20% of EBITDA at 14-16x = premium
Defense: 60% at 12-14x = baseline
Space: 10% at 12-16x = growth
Commercial: 10% at 8-10x = discount
Base Case: $45 (100% upside)
Bull Case: $55 (144% upside)
But Cantor didn't know about:
Three Mile Island $1B loan (announced yesterday)

Trump's accelerated timeline for reactor approvals

The $250B DOE lending spree about to hit
Our view: Nuclear goes from 20% → 35% of EBITDA by 2027
That alone justifies $65+ per share.
THE DOGE INSURANCE:
Every defense stock is terrified of DOGE budget cuts.

AMTM doesn't care. Here's why:

Their nuclear business is: Legally mandated - You can't "efficiency" away radioactive waste
National security classified - Weapons complex operations
Multi-decade contracts - Already appropriated and funded

Bipartisan - Nuclear waste cleanup has zero opposition

The work MUST be done. AMTM is the only one who can do it.

VALUATION IS ABSURD:
AMTM: 10x P/E
L3Harris: 19x
Northrop: 18x
Booz Allen: 24x
Jacobs: 17x
AMTM has: Higher margins than peers
Better revenue visibility (multi-decade contracts)
Monopoly position in fastest-growing segment
Government-guaranteed profitability (cost-plus contracts)
And trades at HALF the multiple.

Post-spinoff dislocation meets nuclear policy inflection.

Trading at 10x earnings. With 56% insider ownership. And a 100%+ upside to fair value.

The market will figure this out. The only question is when.

[rysi @realrysi]

@BillAckman scary for sure

[rysi @realrysi]

@NHLBlackhawks think we could pick up Rasmus Andersson?

[rysi @realrysi]

@lopp puritans

[rysi @realrysi]

still running #bitcoin

[rysi @realrysi]

@NHLBlackhawks Just an Animal in front of the net, was mixin it up all night down in the trenches. Crucial role on this team.

[rysi @realrysi]

@NHLBlackhawks Tyler Bertuzzi runnin a clinic on how to play wing, gets the puck off the wall to start the breakout and plays in the crease like Tomas Holmstrom. With Donato burying goals in close and Nazar / Bedard getting wood on shots... sneaky dangerous offense this year.

[Daily Stoic @dailystoic]

4 brutally honest reminders from Seneca:

1. Most suffering is self-inflicted
2. Stop putting things off
3. Stop acting like you’re going to live forever
4. Seek out challenges

[rysi @realrysi]

$WWR @WWR_Inc another indicator this is a "cant fail" business. stock price should do well if progress continues on approval for mining in Coosa AL region.

https://t.co/9JoLqjY2VD

[rysi @realrysi]

@adam3us rough consensus of devs is a potential risk. there naturally doesnt seem to be another other way -- nobody "owns" the bitcoin protocol. However, a charismatic savant developer could influence others to adopt his/her vision and why we need individuals to run their own node.

[rysi @realrysi]

@Brad_Setser @LynAldenContact see $WWR