1/ today is going to be a MASSIVE day for the US nuclear fuel industry Kelly Greer and i spent the last few months writing an in-depth primer on the nuclear fuel value chain and how the US can win again full report download👇 incl tickers tl;dr 🧵 docsend.com/view/wsu2y8f8m…

I pushed out an update to my $LODE piece. My first effort at a valuation was a bit lacking, so I'm taking another crack at it, as well as a general update. open.substack.com/pub/whirly/p/s…

📍 ASP Isotopes Inc. to host Investor Access Event in South Africa from June 16-18, 2025 Full details and registration information: ir.aspisotopes.com/news-events/pr… #NASDAQ: $ASPI #TechNews #Isotopes

I highly suggest going if you get a chance my trip was very invaluable. Going to South Africa was well worth it for the amount of information you get to intake from the scientists, understanding how PET labs integrates, and truly understanding how the tech can scale. $ASPI

I joined an $ASPI investor trip in 2024. It made a huge difference to my conviction levels, particularly when the short report hit, ie I had the confidence to add instead of panic selling.

Epic (the EHR company) replicated this finding in observational data: Non-diabetics tend to lose more weight on GLP-1RAs than do diabetics.

Recently I had a very insightful conversation with Whirly to discuss a company that he has done an exceptional amount of good work on. That conversation on Comstock has now been uploaded It's available for everyone via the link in my bio 🟢

Elon’s stance is principled. Trump’s stance is practical. Tech needs Republicans for the present. Republicans need Tech for the future. Drop the tax cuts, cut some pork, get the bill through.

This is happening because every smart person in the country now realizes where we are. The fiscal rubicon has been crossed. This was the most authentic attempt at cutting government spending in decades… It failed within 4 months.

wow...genuinely blown away at how good o3 is for ramping on a name when you want absolutely zero pushback on anything and also it just makes stuff up for you

i try to be apolitical as possible but i just watched the video of the merz/trump meeting and watching trump pause to remember the word “legs” while merz rolled with the punches and delivered a solid answer in support of his goals…not super confidence inspiring guess it just

The Golden Age of Graft

I mean, it couldn’t happen to a nicer guy, but if free speech is dead for Elon Musk - and it is - it’s dead for all of us.

the most valuable data in manufacturing is stuck in a guy’s head who’s retiring next month

I’ve been following Davy for ~4 years now and it’s been amazing to see his growth as a stock picker. Must follow.

ASPI is probably up today because I’m traveling again 😂 $LODE

OPENAI STRIKES UNPRECEDENTED CLOUD DEAL WITH $GOOGL -- REDUCES DEPENDENCY ON $MSFT 👀

The NRC has accepted for review the Oklo strategy for fleet-based operator licensing. Oklo intends to own and operate a fleet of powerhouses, and this novel strategy under review by NRC supports efficient licensing for operators across the fleet. oklo.com/newsroom/news-…

Dow Chemical and X-Energy construction permit review timeline Final SE expected November 2026

No member of Congress should be eligible for re-election if our country's budget is not balanced---deficits not allowed!