Matt

Skeptic and science geek working with IT security.

[SEC-T @SEC_T_org]

SEC-T needs your papers!
The 2026 CFP Round 1 closes 24 May, don't let that research sit in your notes!

#SECT #CFP #infosec
https://t.co/VelrIvnIAf

[SEC-T @SEC_T_org]

SEC-T Spring Pub CFP is still open.

The prize? The General acclaim from your peers and a free ticket to SEC-T 2026!

All we ask: show us something real. 15 minutes, in person, Stockholm on 20 May.

Deadline: 13 May.

#SECT #infosec
https://t.co/6YbdFUhilm

[SEC-T @SEC_T_org]

Submitting to SEC-T 2026?

Round 1 deadline is 24 May. Submit early and your talk gets another look in Round 2.

#SECT #CFP #infosec
https://t.co/VelrIvnIAf

[Disclose.tv @disclosetv]

NEW - EU reportedly plans to pass the controversial "Chat Control" legislation "without discussion" behind closed doors.

https://t.co/clWz8xaSZj

[U.S. Graphics Company @usgraphics]

We must go deeper.

[Anders @Swedish_uranium]

Voting completed, the #uranium #mining ban in #Sweden has been lifted with a majority of 1 vote.

[Anfield Energy Inc. @Anfield_Energy]

Just a reminder of the ceremonial ground breaking ceremony November 6, 2025, at Velvet-Wood #uranium-#vanadium mine in San Juan County, Utah. This pivotal event will signal the official launch of construction activities.
https://t.co/oPJ95pusrv

[Aakash Gupta @aakashgupta]

Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything.

Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot. The power infrastructure does not exist. Which means every analyst model that's been pricing these companies on chip purchases and GPU count is fundamentally broken. You're valuing the wrong constraint. The bottleneck already moved and the market is still trading like it's 2023.

This rewrites the entire capex equation. When $MSFT buys $50B of Nvidia GPUs, the Street celebrates it as "AI investment" and bids up both stocks. But if half those chips sit unpowered for 18 months, the ROI timeline collapses. Every quarter a GPU sits in a dark rack is a quarter it's not generating revenue while simultaneously depreciating in performance relative to whatever Nvidia ships next. You're paying data center construction costs and chip depreciation with zero offset.

The players who actually win this are whoever locked in power purchase agreements 3-4 years ago when nobody was thinking about hundreds of megawatts for inference clusters. The hyperscalers who moved early on utility partnerships or built their own generation capacity have structural leverage that cannot be replicated on any reasonable timeframe. You can order 100,000 GPUs and get delivery in 6 months. You cannot order 500 megawatts and get it online in 6 months. That takes years of permitting, construction, grid connection, and regulatory approval.

Satya's point about not wanting to overbuy one GPU generation is the second critical insight everyone is missing. Nvidia's release cycle compressed from 2+ years to basically annual. Which means a GPU purchased today has maybe 12-18 months of performance leadership before it's outdated.

If you can't deploy it immediately, you're buying an asset that's already depreciating against future products before it earns anything. The gap between purchase and deployment is now expensive in a way it wasn't when Moore's Law was slower.

The refresh cycle compression also means whoever can deploy fastest captures disproportionate value. If you can energize new capacity in 6 months vs 24 months, you get 18 extra months of premium inference pricing before competitors catch up. Speed to deployment is now a direct multiplier on chip purchase ROI, which means the vertically integrated players with their own power and real estate can move faster than anyone relying on third party data centers or utility hookups.

What makes this really interesting is it changes the competitive moat structure completely. The old moat was model quality and algorithm improvements. The new moat is physical infrastructure and energy access. You can train a better model in 6 months. You cannot build a powered data center in 6 months. This is the kind of constraint that persists for years and creates durable separation between winners and losers.

[John Quakes @quakes99]

Boom!💥 Long-term #Uranium price has hit a new 17-year high🌋💲 as #Nuclear fuel consultants TradeTech report a +$2 jump to $86/lb #U3O8, highest since May 2008.⬆️🍾🥳 Averaged with UxC's $84, Cameco will post $85 as their Long-term Uranium Price for October.💲⏫⚛️⛏️ Yee-Haw!🤠🐂

[Steffan Szumowski @UnoMasReactor]

🤘🤘🤘🤘🤘🤘🤘🤘🤘🤘🤘🤘🤘
☢️☢️☢️☢️☢️☢️☢️☢️☢️☢️☢️☢️☢️
🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥

ALL HANDS ON DECK FOR NUCLEAR

🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
☢️☢️☢️☢️☢️☢️☢️☢️☢️☢️☢️☢️☢️
🤘🤘🤘🤘🤘🤘🤘🤘🤘🤘🤘🤘🤘

[John Quakes @quakes99]

Cue US #RareEarths & #Uranium miners & processors and new #CriticalMinerals mine developers @Energy_Fuels (NYSE: $UUUU TSX: $EFR)🎯⚛️⛏️🏭👨‍🏭🛒🇺🇸 🤠🐂🌊🏄

[📐triANGLE INVESTOR @capnek123]

One of the best and most respected CEO joins one of the best run #uranium explorer as strategic advisor👇

Cosa Appoints David Cates, President and CEO of Denison Mines, as Strategic Advisor

https://t.co/XYsfxVWqSb

[Matt @wraakh]

First we will get warnings that electricity isn't going to cover the needs. Then we will get warnings that the electricity we CAN provide is going to decrease. The actual issue is that some nuclear utilities won't get #uranium in time to reload. Then the media phase will start.

[AL @AlLouigi]

The U.S. is sleepwalking into an energy crisis hidden in plain sight.

OpenAI is asking for 100 GW of new power per year, while U.S. data centers already outnumber the rest of the world combined — and are growing +400% since 2022.

Nobody’s watching the gigawatts.

The AI boom won’t be limited by chips, it’ll be limited by energy.

The only scalable answer: nuclear + SMRs + uranium fuel. ⚛️⚡

#AI #EnergyCrisis #Nuclear #SMR #Uranium #CleanEnergy #URA

[Ledarsidorna.se @ledarsidorna_se]

Nej, det finns ingen affär för @_Stegra_ . Frågan är om det någonsin fanns det.

Så som marknaden för stål utvecklats slog alla varningssignaler in. Stålmarknaden är en volymmarknad med små marginaler till att börja med.

Anders Werme, tidigare VD för SSAB Tunnplåt förklarar i @AFV_magasin . Werme är doktorerad vid KTH i gruvnäring och stålproduktion.

Det är vare sig Harald Mix eller Henrik Henriksson.

@BuschEbba och @mikaeldamberg kanske ska ta för vana att börja lyssna på experter istället för hypnotisörer, svartkonstnärer och riskkapitalister.

https://t.co/fszf2jYPrf

#svpol

[Matt @wraakh]

I downsized my UUUU and I am regretting it. It's strong beliefs vs my personal target level was reached. Know your stocks! Anticipate FOMO. Expect outsized gains.

[Jan Wolansky @WolanskyJa91908]

$UUUU is exhibiting strength relative to most other U stocks

[NexGen Energy Ltd. @NexGenEnergy_]

$NXE | @sizewellc just signed multi-year fuel contracts with Urenco & Framatome.

6+ years of operation secured.

Two 1,630 MW reactors.

Powering 6M homes for 60 years.

Every new reactor = decades of uranium demand locked in.

The fuel cycle starts NOW, not when reactors go live.

https://t.co/maiBSBS1o5

TSX: $NXE | NYSE: $NXE | ASX: $NXG

[John Quakes @quakes99]

❗️For those watching Spot #Uranium price action💲⚛️⛏️👀 #Nuclear fuel brokers @Numerco advise U to check out their new dashboard showing Hourly Spot #U3O8, SWU, Conversion, UF6, U #stocks ticker, Options calculator, U market News feed, charts & more!🤠🐂
👉https://t.co/E1pNu2FPpB

[Uranium Insider @uraniuminsider]

DOE plutonium for [maybe] a couple of advanced reactor projects is a nothingburger, folks. Move along

[John Quakes @quakes99]

The US faces a critical shortage of the special #uranium fuel required by new advanced reactors under development in support of Trump's May executive orders to quadruple US #Nuclear power. Russia holds a near monopoly on commercial production at scale. Trump back in May ordered the release of waste weapons grade plutonium that could be converted into the specialized fuel required as a stop-gap until the US builds up its own domestic production capabilities. Today, the Dept of Energy began accepting applications from interested advanced reactor builders. AFAIK there are no operating facilities to do the conversion so billions of dollars would need to be invested by the companies who step up to accept the plutonium offer. It will be far more expensive to produce this way than the normal fuel cycle using mined U3O8, and comes with some high safety & security risks, but companies are willing to look at this to get around Russia's monopoly. This has no impact on the standard LEU fuel needed for the existing reactor fleet. Hope that helps. 🤠