Deep Sail Capital on X
Quantum / SMRs seems pretty bombed out. I love to see a better entry point on $OKLO or $QBTS
Sector
Uranium
Everything our editor has picked under this sector, best first.
36 stories
Ian Bezek on X
@WaterworldCapi1 Copying industry best practices from $OKLO https://t.co/VnEtGXDOn0
⚽️📡 on X
@Waksman84 $bwxt was chosen here not OKLO yet ppl are bidding oklo that burns 200M a yr on 1m revenue over proftabke compounded bwxt trading at 52 wl doing 3.5 billion in revs lol
Odd Diligence on X
U.S. Department of Energy’s National Reactor Innovation Center (NRIC) selects new Nuclear Energy Launch Pad participants to boost nuclear energy $OKLO selected to participate in Nuclear Energy Launch Pad initiative will probably be pr'd soon https://t.co/pr7Gp7xaN9
UEC 2026-08-24 Uranium Energy Ranks High Among The Bravest Companies I Ever Covered
Uranium Energy Corp. is withholding production at low uranium prices while funding mine development through future share issuance.
Marc Gerstein 3 clicks UUUU 2026-08-22 Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America
Energy Fuels produces uranium and separated rare earth elements at its White Mesa Mill, with NdPr output since April 2024 and a domestic…
Joseph L. Shaefer 1 clickIan Bezek on X
@MoodyWriter13 I think $NBIS is as viable of a business as $OKLO is -- that is to say, a clear stock promote as opposed to a for-profit business. But little reason to post about it. The bulls have their view and reality will come for them in due time. I'm not going to change their mind.
KEDM.com on X
Uranium Royalty $UROY completed its (asset) deal with Sweetwater Royalties. This was quite the big deal for UR, not only in size ($1.9bn in EV and roughly $1.1bn in equity acquired, vs C$490m EV and C$600m market cap for UROY), but also because it will drastically reduce exposure to just one main commodity. The company recently listed on the Nasdaq and delisted from the TSX. In short, a transformative acquisition (trona is an interesting commodity) which should help the valuation. BB is not yet showing the correct financials, and coverage is picking up.
Odd Diligence on X
oklolol $oklo https://t.co/52h6TZs8vg
Laughing Water Capital on X
@MGardnerDA1235 @yummyCenturyEgg @dylan55917 $NN has wanted to collaborate with the opposition for ~18 months. They repeatedly talk about how they want "engineer to engineer conversations", but the opposition will not engage. 1 explanation is b/c the opposition knows what the tests will say, but yes real tests are possible
Idea Brunch on X
Great call by @Jaro_rogue on Idea Brunch, $ASPI is now up 175% since Jacob's September 15 interview! https://t.co/hjm9ajuLD2
Value Roundup
Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…
