Who needs Continuation funds when you can go public and not report!!!

Boom!💥 US Looks to Boost #Uranium Reserves for #Nuclear Power!🇺🇸⚛️🛒😊 U.S. Department of Energy Secretary Chris Wright tells @IAEAorg that the US is "furiously at work" in an effort to remake the US domestic Uranium supply and boost the US Strategic Uranium Reserve.🤠🐂 LFG!🌊🏄bloomberg.com/news/articles/…

Congratulations to the Premier team. This positions the company as the leading consolidator of U.S. exploration assets with lots of exciting news coming down the pipe. colinhealey has been exceptional at executing. Excited to see what comes next.

Current market structure…

*TRUMP SEEKS TO SPEED LARGE POWER PROJECTS TO MEET AI DEMAND

Just saw this in a deck and I'm blown away it hasn't become a major tagline FTE Hours > GPU Hours

If you are bearish AI capex and data centers watch this. Jensen clearly talking his book but he provides an excellent framework for the TAM. It’s huge and growing.

Maybe Oracle 5 year cds should be more than 50bps? Thats only 20bps wider than GOOG!

US Energy Department announces $625M investment in American coal | video.foxbusiness.com/v/6380244896112 FOX Business Mornings with Maria

And it traded well out of the gate.

Did another thing. businesswire.com/news/home/2025…

Good reminder.

The coal renaissance has arrived: BTU soaring

All I see is negative cash flow x 23…

“Die empty.”

Thought exercise: My entire timeline is AI capex bear porn. I get it, but EVERYONE is so convinced it's as massive bubble. Outside of Jensen is there anyone bullish? Were there articles like this in 2021/2022, 2007, 2000? It feels like it's universal. Bob Farrell rule 9: 9.

Revisiting Howard Marks Dare to be Great. podcasts.apple.com/us/podcast/the…

Blackstone with 2021 Product Manager vibes here. linkedin.com/posts/blacksto…

My favorite lyric of the album. “Do you wanna take a skate on the ice inside my veins?”