SEQH Capital Research

Independent third-party market research. Current focus on nuclear energy growth companies and uranium market.

[SEQH Capital Research @SEQHCapital]

Q2 SUBSTACK PROMOTION

20% OFF YEARLY SUBSCRIPTION FOR LIFE

The highest quality small/private nuclear sector research available to retail investors.

https://t.co/169N2jeSkv

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/hATvzRhoew

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/MxMi9ReBlm

[SEQH Capital Research @SEQHCapital]

SIVERS SEMICONDUCTORS $SIVE - CROSS-VERTICAL OPTION VALUE ON A DUAL RF-PHOTONICS STACK

https://t.co/vZYgQkhlH3

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/3AtmNpYRQo

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/xGgSztTUew

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/UHwZzmBk5E

[SEQH Capital Research @SEQHCapital]

X-ENERGY ( $XE ) - POWERING THE AI DECADE WITH HTGR AND TRISO FUEL REPORT SENT

https://t.co/bHjV3GgH8W

[SEQH Capital Research @SEQHCapital]

$POET TECHNOLOGIES - THE WAFER-SCALE CPO BET

https://t.co/1bsOThO6bz

[SEQH Capital Research @SEQHCapital]

$JAGU One-Pager

Uranium miner, we relate with $UUUU

While business models differ, our outlook on both uranium and $UUUU match that of $JAGU

260,000 hectares across four legacy districts with historic high‑grade U3O8, road/rail/power in place, and re‑rating leverage from Guaniaco and Mendoza agreements.

So basically, you are paying pre‑discovery prices for districts that have already produced.

Nobody talking about it yet. That will change quickly.

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/SmCdlS9TbG

[SEQH Capital Research @SEQHCapital]

SIVERS SEMICONDUCTORS $SIVE EQUITY REPORT

https://t.co/pX5FR8pxMp

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Recap sent to clients and substack.

https://t.co/6CkoeBmQv3

[SEQH Capital Research @SEQHCapital]

ISOTOPE‑DRIVEN SEMI × NUCLEAR CROSSOVER – ASPI AS DUAL‑RAIL OPTION

https://t.co/m95LOnefIu

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/eqjVBZiPjX

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/TyP1o5Djk5

[SEQH Capital Research @SEQHCapital]

$SIVE one-pager demonstrating our view on their positive outlook.

To highlight growth catalysts:

LiDAR production ramp ( $NVDA DRIVE Hyperion win, $53–138M lifecycle),

Three CPO external light‑source partnerships (O‑Net/Enablence, POET, Ayar Labs),

Expanding mmWave/SATCOM beam-forming business, and diversified photonics plus wireless revenue streams.

One of our undervalued name views in the photonics space right now. Tons of opportunity right now.

Equity research report specific to $SIVE will be sent out this week.

https://t.co/oBAKn0rk2q to receive all research.

[SEQH Capital Research @SEQHCapital]

GENESIS, LAUNCH PAD, & SPACE REACTOR PIPELINE REPORT

https://t.co/2rb5SMpFj0

[SEQH Capital Research @SEQHCapital]

AI CLUSTER PHOTONIC FABRIC PANEL REPORT

https://t.co/DmTQ5Ji25V

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/u9gGTqBHIX

[SEQH Capital Research @SEQHCapital]

Daily Nuclear & Uranium Market Recap

https://t.co/yLFC3WMUo5