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AI data center play now giving into commodities. $UUUU $AGE
Big tech moving into electricity. Nuclear is the new trend to POWER AI. $AGE $AMZN youtu.be/4JA7n0wTChw?si…
The world is starting to wake up. Energy power is the life blood, uranium is a god product, AI is the soul $UUUU $AGE $amzn @xenergynuclear #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $MSFT $NVDA $ORCL $TSLA $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva
⚡️This is the quiet re-wiring of civilization. Forget the surface narrative about “AI growth” or “data centers.” What’s happening underneath is the transfer of control over energy allocation, the true base layer of civilization, from states to hyper-capitalized private actors.…
"Uranium deficit" -- all those years of quakes and @uraniuminsider talk total garage about supply. they had no idea about GPUs and data center electricity requirements. None at all, they had a "thesis". Uranium investors have been holding thier bags for years. $glo $pdn $bmn $dyl
Loving my twitter feed lately with all the real investors vs the uranium deficit losers... $uuuu (quakes and uranium insider 👀)
BM been studying flow for a decade. This week’s action tells him at least 26 next week. Breadman would be shocked if it didn’t.
Earlier this week, Export Finance Australia (EFA) issued a conditional letter of support for Energy Fuels’ Donald Project The shovel-ready Donald Project is one of Australia's most advanced critical mineral projects, targeting the production of #rareearths which will be shipped…
$UUUU $AGE $amzn @xenergynuclear Amazon is deep into nuclear. James Hamilton is director X Energy. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $MSFT $NVDA $ORCL $TSLA $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva
.@SecretaryWright: "The American government is doing everything we can to enable the growth of electricity production in this country...AI is going to make electricity more abundant, more reliable, and ultimately more affordable."
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
We need more electricity: AI data centers are set to consume 1,600 terawatt-hours of power demand by 2035, equal to 4.4% of global electricity. In other words, power demand from AI data centers is set to QUADRUPLE over the next 10 years. If counted as a country, AI data…
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
Citi: We estimate that due to AI computing demand, an additional 55 GW of power capacity will be required globally by 2030, leading to $1.4 trillion of incremental AI computing expenditure in the United States.
The irony of @AlanKohler one part of the boomer aus fin stooges (stephen bartho and Rob gotti) they veromently said gold will never go to $5000k in early 2008. It's $5777 AUD today, with bigger growth then thier beloved hooooms. He is peak booooomer hoooomer! $RMX $ARD $svl #GOLD
#Silver 😳 #Australia Wow, as @DonDurrett usually says: probably nothing.. 🚨 AUSTRALIA’S NATIONAL BROADCASTER THE ABC JUST AIRED A PROGRAM ON SILVER! “We are in the third silver bubble in a century and this could well be the biggest” PS: ABC News Australia reaches about 5…
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028 8 names to watch: • $NNE grid buildout • $CCJ uranium supply • $VRT power & cooling • $VST grid generation • $LEU enriched uranium fuel • $CEG nuclear baseload • $EOSE long-duration storage • $OKLO micro-nuclear edge
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
Visited the Energy Fuels processing facility in White Mesa, Utah, which is the only conventional uranium mill operating in the U.S. today. Joined Congressmen @BurgessOwens and @RepMikeKennedy to see firsthand how this site is supporting American energy security and national…
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
The physical scale of the OpenAI-Oracle-SoftBank Stargate is simply mind blowing. I looked up how they are being powered. The data centers in Texas, including the operational Abilene site and the new Shackelford and Milam County projects, require an estimated over 3 GW combined…
$UUUU $AGE Nuclear growth is accelerating at amazing speed. Capex will be in the freaking TRILLIONS #uranium $CCJ $OKLO $TLN $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $RMX $BHP @AlligatorEnergy #datacenter #neuralnetworks $goog $meta $ndva $ARD $silver $gold $copper
A List of Nuclear Stocks: Small Modular & Micro Reactors $OKLO Oklo $SMR NuScale $NNE NANO Nuclear $GEV GE Vernova $RYCEF Rolls-Royce $BWXT BWX Technologies Uranium Enrichers $LEU Centrus Energy $ASPI ASP Isotopes Nuclear Fuel Technology $LTBR Lightbridge Services and…
I sold GPUs in 2017 for a telco 'Big Data' environment, I put 2n2 together, AI = nukes. I did not expect they would talk 10GW $Trillions. #uranium $CCO $CCJ $OKLO $AGE $AEE $BKY $CEG $amzn $MSFT $NVDA $ORCL $TSLA $LAM $UUUU $BHP @AlligatorEnergy #DataCenters $goog $meta $ndva
OpenAI CEO Sam Altman & President Greg Brockman on the 10 GW deal with Nvidia: 100 billion is still small, that’s only the scale of million of GPUs; we’re talking about billions. We’re three orders of magnitude away from where we need to be.
#Nuclear #Energy represents a $10 Trillion potential market opportunity that could hold "the answer to the world's power shortages," according to a new Bank of America report. #NuclearEnergy #NuclearPower #energynews #Uranium #EnergySecurity finance.yahoo.com/news/nuclear-p…
$ARD #Kempfield of particular interest to me is this new zone on the other side of the fault. It might open up a big increase in the resource for #Kempfield 👍👍
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