Liam

wedding photographer: just add cake

[Cine Vichaar @Cine_vichaar]

https://t.co/PeKySCVb1Q

[Anders @Swedish_uranium]

Here are 3 major catalysts that explain why this #uranium bull market is likely to be exceptionally violent:

1️⃣ Demand is understated. Supply is overstated.
Most investors have seen charts like this recent one from GS below, showing demand massively outstripping supply. But here’s the key nuance: as Grant Isaac recently pointed out, uranium demand is always underestimated and supply is always overestimated. So if the published charts already look extreme, the reality is likely far more so.

2️⃣ Prices have risen sharply — without real contracting volume.

Spot uranium: $17 (Nov 2016) → $80+ today

Long-term price: $29 (Apr 2018) → ~$86 today

Crucially, the LT price move has occurred at very low volumes, well below replacement-rate contracting. That simply does not happen in an oversupplied market. This means supply is tight. When utilities are forced to contract at replacement levels, the outcome is obvious.

3️⃣ India: the demand story most investors still underestimate.
India is now the most populous country on Earth (~1.46 billion people), nearly twice the population of the U.S. and the EU combined. Electricity demand growth is enormous, and nuclear is a core part of India’s long-term energy strategy. This will matter — a lot — for uranium demand.

So where do you position? Here are a few uranium equities worth considering (and why):

$UUUU – Largest U.S. producer; operating mill with a clear path toward ~5 Mlbs/year

$DNN – Low-cost ISR; potential first new Athabasca project into production

$EU – Slow but steady ISR ramp-up in the U.S.

$CCO – Industry leader with exposure across the entire nuclear fuel cycle

$NXE – One of the largest undeveloped uranium deposits globally

$UEC – Largest U.S. ISR by market cap; heavily ETF-weighted

$AEC – Advancing mine restarts and mill refurbishment

$ISO – Highest-grade uranium deposit globally (Hurricane), plus U.S. production potential and a strong global portfolio

$GLO – Back in after CC review. Financing risk remains, but this is the best uranium deposit in Africa. High jurisdiction risk, but asymmetric upside justifies exposure.

$SYH – One of the best-positioned Athabasca explorers. Tier-one partners Orano and Denison are committing real capital. Denison has entered four new JVs at Russell Lake with up to $61.5M in total consideration. There is a reason for this. As Wheeler River advances toward production, nearby discoveries become extremely valuable. Winter drilling will be telling.

And here my two U.S. exploration favorites with explosive upside imo:

$M.CN (Myriad / merging with $RSH) – Copper Mountain district-scale play (~655 Mlb endowment in region), fully funded with drilling ahead. Early results show up to 60% higher grades and deeper mineralization, pointing to a much larger connected system. Even ~100 Mlb would be huge.

$NOBL – Wyoming drilling ongoing and the success continues: 78% success rate over the 42 completed drill holes, with average GTs several times higher than the typical roll-front cut-off.

There are also several Australian names like Paladin, Boss, Bannerman, Deep Yellow, etc, as well as more North American and African plays, I don´t have time to discuss all here but feel free to mention your favorites in the comments.

Disclosure: I am a shareholder in most of the companies mentioned. $M.CN and $SYH are sponsors. All opinions are my own. Please do your own DD.

[Dra @draprints]

if you’re in the UK and actually want to make a difference, look into childrens homes

the sector is cooked

775 kids sitting in unregistered placements right now. ofsted opened 900 investigations into illegal homes this year alone

private providers making 23% profit margins while kids get shoved into airbnbs and caravans. one placement was £1m+ per year for a single child

meanwhile theres a massive shortage of registered managers and qualified staff.

nurses leaving for NHS or retail because the pay is garbage. care workers earning less than shelf stackers at aldi

ive done recruitment for NHS childrens homes and seen it firsthand. theres people with zero background opening homes because they get subsidies and see the margins

ofsted reports are public at
reports. ofsted. gov. uk - scrape them and youll see the pattern

if youre technical, have ops experience, or know people with actual qualifications who want to run proper homes - theres a gap
£440m/year going to unregistered placements

government literally cant find enough registered homes
councils are going bankrupt from placement costs
someone with actual ethics could build something real here and still make money

save the kids

[Impakt CEO (Winston) - Get paid while getting fit. @winstonzin]

The ancient Romans, Greek, and Chinese ate these plants for centuries.

Modern Americans call them "weeds" and spray them with chemicals.

After looking around I found 8 common garden weeds that contain more nutrients than kale, spinach, and broccoli:

1. Dandelion Greens

[Fiscal.ai @Fiscal_ai]

12 "Boring Stocks" that crush the market:

1. United Rentals $URI

10yr Total Return: +1,117%

[Fox @BowTiedFox]

crazy how nobody is paying attention to how AI researchers made the most valuable self-development manual in history

you can literally become more intelligent by copying AI research playbooks

anywhere AI makes mistakes is also where humans often fail:

- hallucinations: how do you know what you know is correct? have you tested it against the real world with real consequences if you're wrong? how are you evaluating?

- context window: do you have a good understanding of the inputs, outputs, and constraints? how do you summarize a conversation to make sure you can transfer it to a different context? are you breaking things down step-by-step and making checklists to solve your problems better?

- few-shot learning: how can you use examples to learn a pattern? what are the mental models you can extract, and how do you know they're right?

- training data: you pay for every piece of content you consume. everything you put into your brain affects the quality of your mind. it also affects the quality of ALL outputs. you become what you consume: do more math and you'll start being more logical overall, not just when solving math problems

- generalizability: can you take concepts from one domain and apply it to another? what are some of the most useful tricks you can take from an unrelated field and apply it to your own? can you still perform well when the context changes (time pressure, higher stakes, different culture, new feedback loops)?

- prompt sensitivity: a small change in wording can change AI output. humans are just as volatile depending on framing, priming, and social pressure. think of "triggers." it's less about truth and more about cues that spark memories

- overconfidence: if the AI sounds right, does it mean it's right? how many of us fall for charismatic "sounds right" if we're given a good enough story?

- reinforcement learning from human feedback: AI models are pushed to be socially correct. how much of what you think has been affected by self-censor, virtue signaling, hedging, conformity, politeness, and reputational incentives?

- multi-step reasoning failures: are you thinking too far in advance without verifying in between? humans lose correctness with multi-hop reasoning unless you get feedback and run checks

- tools and functions: AI gets better with external support like search, calculator, and notes. you can also get better performance with systems, checklists, and environment design

- prompt injecton: people can use social engineering, rhetoric, specific vocabulary to bypass guardrails and create errors. how are you making sure not to fall for the same manipulation, motivated reasoning, or authority?

- benchmarks: when you optimize for a target, you'll get good at optimizing for its metrics. are you optimizing for grades, likes, promotions, status when your actual goal is something else?

- system prompt: how are you looking at the world through the lens of identity, values, and defaults that you carry from culture, upbringing, and roles?

and my favourite one: just because it can make sentences, doesn't mean it can reason (just like a lot of people you might know...)

what else?

[SightBringer @_The_Prophet__]

⚡️ This is one of the most important truths almost no one talks about.

Anxiety is not fear of the future. It is the mind refusing to accept limits. It is the belief that if you think hard enough, long enough, early enough, you can outrun uncertainty itself.

That belief feels responsible. It feels intelligent. It feels moral.

It is none of those things.

At that level:
•Thought replaces action
•Imagination replaces authority
•Control fantasies replace acceptance
•Endless preparation replaces living

This is where anxiety becomes self sustaining. The mind mistakes vigilance for virtue. It confuses suffering with care. It assumes that letting go is the same as giving up.

So the deeper truth is this:

Anxiety is what happens when consciousness detaches from time. You stop inhabiting the present and start occupying hypothetical futures as if they are real places you must patrol. The body stays here. The mind lives everywhere else. That split is the pain.

Most worries never come true because they were never meant to. They exist to keep identity intact. Anxiety protects a fragile self that believes it must anticipate everything to justify its existence.

The moment that belief breaks, anxiety loses its function. Not because the world becomes safe, but because you remember something more dangerous and more liberating: you were never meant to control reality. You were meant to meet it.

[Monopoly Capital 💸 @mply_cap]

This company will change the way you look at stocks.

Ferrovial ( $FER ) is a natural monopoly and owns some of the most prized assets and infrastructure in the world.

If you don't have time now, bookmark and read this later. 🧵

[Yessah Blessah @YessahBlessahCC]

Rick Rule Reveals His Permanent Holdings & Best Oil Stocks...

https://t.co/pB7mVRGBKp

Permanent Holds: 💎 🙌
Physical Gold
Sprott Inc - $SII
Battle Bank
Exxon Mobile - $XOM
Arc Resources - $AETUF
Freehold Royalties - $FRHLF (Loves)
Franco Nevada - $FNV
Wheaton Precious Metals - $WPM
Agnico Eagle - $AEM
(Know within 5 years if Agnico is permanent)
BHP Group - $BHP
(wouldn’t surprise Rick to see BHP become a permanent holding)

“Note above are all BETA names with irreplaceable assets… Existing built, permitted, producing mines & oil fields with long duration are worth a lot more than the market thinks.” @RealRickRule

Oil & Gas:
*Oil Services - Average Allocator
*Upstream - Good Allocator

Mr. Rule prefers to invest where he is good at which is UPSTREAM…

Favorite Oil & Gas Stocks:
*Exxon Mobile - $XOM
(Huge allocation, best of the best)

*Occidental Petroleum - $OXY
(small shareholder, bad balance sheet, but best inventory relative to market cap of A Grade Locations)

*Chevron - $CVX
(likes the refining & marketing franchise)

Stepped back into Canada in a BIG way!

“Carney, is not a good guy, but he recognizes that as much as he dislikes carbon, he needs the money because he loves to spend”

“Canadian Oil stocks are, as a consequence of political risk, much cheaper than the US stocks”

Canada Oil & Gas:
Suncor Energy - $SU
Canadian Natural Resources - $CNQ
Freehold Royalty (loves) - $FRHLF
Prairie Sky Royalty (likes) - $PREKF
Arc Resources (loves) - $AETUF
Tourmaline Oil - $TRMLF (serial outperformer every year for 10 years)
Birchcliff Energy - $BIREF (high beta natural gas)
Devon Energy - $DVN
Juniors - (Rick won’t mention names as investors will rush in without doing homework)

[Liam @smithlphoto]

@Frances_Coppola Newborns have lower glutathione (it clears inflammation/toxins). Acetaminophen inhibits glutathione from doing its job. Trigger an immune response (a state of inflammation) then essentially administer a glutathione inhibitor...it's not unreasonable to assume excess inflammation

[Jacky Chou (buying online businesses up to $1m) @indexsy]

Repeat after me

Local seo is the easiest way to grow a local business to $100k/mo in 2025

Here's the complete SOP to rank on Google maps (bookmark for later):

[Steve Hunsaker | Home Service Accelerator @stevehunsaker1]

Just got off of a call with the Google maps SEO 🐐 Bodhi at Stryker digital @irentdumpsters

He changed my business (and 250 Home Service Accelerator community members) in an hour long phone call.

These are the key takeaways from that call to rank higher on Google business/maps in 2025

[Liam @smithlphoto]

@AzeroPapi Bottom is in. Company poised. R:R is insanely good

[Hridoy Reh @hridoyreh]

I got 14,000+ free traffic.

For this, I used Resource Pages trick.

Here's the full SEO technique:

[Jacky Chou (buying online businesses up to $1m) @indexsy]

Repeat after me

Doing local seo is the easiest way to $5k/mo in 2025

Here's the complete SOP to get clients and rank (bookmark for later):

[Hilario Abad - IA verás @iaveras]

Yesterday this post blew up. Tons of you asked about the workflow behind it, so I’m breaking it down in this thread. Honestly, it’s super simple for how epic it looks.

[Mike Cleans @cleanwithmike]

The man who solved the puzzle of anxiety:

Gabor Mate.

When I heard him say…

"The only way to truly heal is to combine action with awareness."

I realized that these 7 takeaways are all you need to escape your anxious mind:

[Liam @smithlphoto]

@Andrey71713132 Don't worry mate, thankfully you can look this stuff up on the gov website: https://t.co/85xVSG0iT8

Still trading, have half a million in cash too, just click on their filings and you can see their statements.

[Publisher in a Box @publisherinabox]

I recently found a Facebook Page that grew from 0 to 48,000,000(!!) followers faster than any I’ve ever seen. Seriously, this thing’s growth has been meteoric.

How? It has the strongest meme sharing strategy I’ve ever seen, with posts consistently getting the highest level engagement out of almost any Page that I’ve ever seen.

Here’s EXACTLY what they’re doing including the trade secrets of the world’s largest Pages that nobody will share with you (except yours truly) 🧵👇

[Liam @smithlphoto]

@cyrilXBT $RWN