Jim

A longtime #uranium investor in N. Ireland - one of very few! Fully invested, sitting tight.

[Jim @uraniumNI]

@Beta_Beaker Still here, retired last year thanks to u308. Bigger things yet to come.

[Jim @uraniumNI]

@bullura1 What a happy bunch.

[Jim @uraniumNI]

@ChristiGladius @AdamPollock Right by the coast once you cross the 4 lane main road to Belfast running past your front door. The market speaks 🤷🏻‍♂️

[Jonathan Fisher, The Australian Uranium Guy @CxuAsx]

URANIUM PRICE FORECAST UPDATE TO $200/lb

Shaw's Andrew Hines is one of Australia's leading #uranium analysts.

Hugely bullish report published today.

$CXU $BOE $PDN $TOE $AGE $ORP $BMN $DYL

🙏Pls REPOST!

[Jim @uraniumNI]

@AutoPap AutoPapa?

[Jim @uraniumNI]

@graeme_cobb @Warrantywise Graeme must be fun at parties 🙄

[zerohedge @zerohedge]

BOOM

*CONSTELLATION GETS $1B US LOAN TO REOPEN THREE MILE ISLAND

[Jim @uraniumNI]

@DeItaone But why is he not wearing a suit??

[Jim @uraniumNI]

@UDiamondBalls Yeah it'll explode after the legal case has decimated it! Be careful what you wish for.

[Bernie @Artemisfornow]

Not content with flying to COP once, Ed Miliband is going TWICE.

He’s flying back to Brazil for part 2! Meaning in under a week he’s clocked up 24,000 miles and about 10 tonnes of carbon emissions.

Shh… he’s saving the planet 🤡

[Jim @uraniumNI]

@hchris999 I can defo imagine spot above 100 but I don't think Cameco will ever be caught too short, with all of the "levers" they can pull.

[Andrew Côté @Andercot]

It is TWICE as expensive to install a megawatt of nuclear reactor on US soil than it is to put a megawatt of nuclear power into a US Aircraft Carrier.

Why?

The US Navy doesn't have to go through the NRC.

[Shay Boloor @StockSavvyShay]

$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.

This is exactly why access to powered data centers has become the new leverage point.

If compute is easy to buy but power is hard to get, the leverage moves to whoever controls energy & infrastructure. Every new data center that $MSFT, $GOOGL, $AMZN, $META & $ORCL are trying to build needs hundreds of megawatts of steady power. Getting that energy online now takes years which means the players who locked in power early & built vertically across the stack are the ones with real control.

Hyperscaler growth is no longer defined by how many GPUs they can buy but by how quickly they can energize new capacity.

Satya’s other point about not wanting to overbuy one generation of GPUs matters just as much. The refresh cycle is shortening as Nvidia releases faster chips every year which means the useful life of a GPU now depends on how quickly it can be deployed into production. When power & space are delayed then that GPU loses value before it ever produces a dollar of compute revenue.

Satya just validated why my DCA plan remains overweight in the AI Utility theme. The AI economy will scale at the rate power comes online, not at the rate chips improve. The next phase of AI infrastructure growth will belong to whoever can energize capacity faster than demand expands.

Power has become the pricing layer of intelligence: $IREN, $CIFR, $NBIS, $APLD, $WULF, $EOSE, $CRWV

[Jim @uraniumNI]

@GLoffelhardt @FinMoose I also wondered if they purchased that 550k lbs outside the spot market. Spot price didn't move much for such an amount 🤔

[Jim @uraniumNI]

@hchris999 Come on, there will always be pounds available in the spot market. It will never dry up as many hope.

[Jim @uraniumNI]

@radondaughter1 @YellowLabLife Also try Charlton Athletic Doug, great club to visit.

[Jim @uraniumNI]

@HuxleyMick @capnek123 Being in uranium is like dog years Hugo, I'm 108 already!

[Jim @uraniumNI]

@FreiburgCoffeeC @uraniuminsider Thanks John. If it happens it better be at a very nice premium!

[Jim @uraniumNI]

@FreiburgCoffeeC @uraniuminsider How would a potential US Gov takeover of YCA actually play out?