@Ace@

Swing trader, part-time psychologist for my candles.♤Stocks/Equities 📈﷽

[@Ace@ @traderbyAce]

I am craving $TEM

[@Ace@ @traderbyAce]

$BEEM hot one, earnings

[@Ace@ @traderbyAce]

$BEEM — Clean tech name I’m watching in the EV/energy space.
Beam Global builds solar-powered, off-grid charging solutions (no grid needed), battery storage, and smart infrastructure. Key recent wins:

Moving production to Arizona = major cost cuts & better margins
New European patent on advanced battery thermal management tech
Steady order flow & deployments (EV ARC systems, etc.)

[@Ace@ @traderbyAce]

VanEck just reported an 8.5% stake in $SMR, nearly 29.3 million shares, most of it through their Uranium & Nuclear ETF. When the biggest pure nuclear ETF provider is this concentrated in NuScale, it tells you the name is becoming a core holding for the entire sector trade. That’s real institutional sponsorship, not retail noise. https://t.co/ZUFUJbLDkN

[@Ace@ @traderbyAce]

$IMSR just delivered a clean Q2 with a sequentially improved loss and, more importantly, a major upward revision to unit economics.

Lifetime revenue per plant now estimated at $2.7 billion (up from $2.1B) with a 33% blended gross margin. That single update expands the serviceable addressable market to $2.3 trillion by 2050.

Add the NRC PIE methodology approval and secured site control at Texas A&M RELLIS, and the company is steadily de-risking the path to commercial deployment while sitting on a solid cash position.

For a pre-revenue advanced nuclear developer, this is constructive progress on the metrics that matter most.

[@Ace@ @traderbyAce]

$FIG earnings this week wednesday, last two were really good

[@Ace@ @traderbyAce]

Nuclear quietly in tape $SMR $UROY $OKLO $IMSR $LTBR

[@Ace@ @traderbyAce]

@probablenumbers $KWM overdue, Friday was well loaded

[@Ace@ @traderbyAce]

@probablenumbers which way ? 😆

[@Ace@ @traderbyAce]

Futuristic movies got one thing right.
Nuclear power as the backbone of a high energy future.
AI data centers need 24/7 reliable electricity that does not care about the weather. Governments want energy security. The result is a real nuclear renaissance with SMRs and new builds moving forward.
Uranium demand is rising because of it. Supply has not kept up. The structural deficit is here.
Not flying cars yet. But the atomic age is getting its second act.

[@Ace@ @traderbyAce]

$SMR Blackrock increased their position by 130% as of 29 July https://t.co/wzIjmp5FMi

[@Ace@ @traderbyAce]

@artemicmusic I have increased my position by a large portion today as well, hope for the best. although, historically their earnings does not react well

[Uranium Insider @uraniuminsider]

I've been quiet for a reason

[@Ace@ @traderbyAce]

@TerrestrialMSR congrats 💯

[@Ace@ @traderbyAce]

$DEFT pretty rare to see this kind of letters, sound pretty legit for a company

[DeFi Technologies @DeFiTechGlobal]

DeFi Technologies Issues CEO Letter to Shareholders https://t.co/jvLUK7nL80 $DEFT

[@Ace@ @traderbyAce]

@probablenumbers $YINN not a bad one

[@Ace@ @traderbyAce]

$BTC bear post sentiments has disappeared from my feed, what happened to 40k bitcoin?

[@Ace@ @traderbyAce]

@jeffcomeau @AfricanLonghorn Ai/Data centers demand is still there, dont let price action fool you otherwise. this is just the beginning of it. I am a big uranium/ nuclear holder and will continue to accumulate although im deeply in red not going to sugar coat it.

[@Ace@ @traderbyAce]

@jeffcomeau @AfricanLonghorn im afraid it happens every 2 years, i realized it might take until end of 2027 to start fueling again

[@Ace@ @traderbyAce]

@jeffcomeau @AfricanLonghorn Uranium cycle starts August onwards end of year, check previous history

[@Ace@ @traderbyAce]

@CSchlauf @Aider_Khalilov @Salim767715 @EugenJen54441 @Forson appreciate the transparency! $DEFT