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Infant US startup has split the atom. Including Aalo, US just achieved 4 adv reactor criticalities. Just months after their sodium test loop, Aalo (yes, light in Bengali) reached first criticality with its zero-power X reactor, validating core systems; full-power ops of the 10 MWe sodium-cooled microreactor next year....

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17,917 次观看 • 7 天前 •via X (Twitter)

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Join me and Aalo Atomics Atomics CEO Matt Loszak at their Critical Test Reactor at Idaho National Lab — the first new reactor built there in 50 years! Aalo is racing toward criticality by July 4, 2026, America’s 250th birthday. This isn’t random. It directly answers President Trump’s Executive Order 14301, which launched the DOE Reactor Pilot Program and set the goal of at least three advanced test reactors reaching criticality by Independence Day. Aalo’s sodium-cooled Aalo-X design (built for AI data centers) is proving that with bold policy and American ingenuity, we can move nuclear from paperwork to power at startup speed.
15:22

Join me and Aalo Atomics Atomics CEO Matt Loszak at their Critical Test Reactor at Idaho National Lab — the first new reactor built there in 50 years! Aalo is racing toward criticality by July 4, 2026, America’s 250th birthday. This isn’t random. It directly answers President Trump’s Executive Order 14301, which launched the DOE Reactor Pilot Program and set the goal of at least three advanced test reactors reaching criticality by Independence Day. Aalo’s sodium-cooled Aalo-X design (built for AI data centers) is proving that with bold policy and American ingenuity, we can move nuclear from paperwork to power at startup speed.

Joe Tegtmeyer 🚀 🤠🛸😎

27,143 次观看 • 11 天前

We’ve gone critical. At 12:20 am on July 4th, Aalo sustained a controlled fission chain reaction for the first time. We have officially surpassed the goal of President Trump’s Executive Order 14301, achieving 4 advanced nuclear reactor criticalities by America’s 250th birthday. This is a zero-power criticality to validate our supply chain, reactor physics and control systems for our 10 MWe full-powered reactor, the Aalo-X, targeting power operations next year. Everything was built at full scale: fuel, moderator, control systems, etc., so we understand system performance at its commercial scope. That also meant tackling four of the most difficult things in nuclear with this criticality milestone: ✅ Ground-up construction of our reactor facility ✅ Manufacturing the reactor in our factory and shipping them by road ✅ Assembling our own fuel assemblies using commercial UO2 ✅ Standing up training, safety, and operational programs to become our own nuclear operator I am proud to say we have accomplished all four goals, along with achieving criticality. The reactor building was constructed in 36 days and construction to criticality was achieved in under 8 months. That’s the fastest nuclear build in the last 80 years. A massive congratulations to the Aalo Atomics team and our partners. Many thanks to Idaho National Laboratory, the DOE-Idaho Operations Office, and the Office of Nuclear Energy for their immense support in enabling this milestone and dedicated to the American nuclear resurgence.
1:06

We’ve gone critical. At 12:20 am on July 4th, Aalo sustained a controlled fission chain reaction for the first time. We have officially surpassed the goal of President Trump’s Executive Order 14301, achieving 4 advanced nuclear reactor criticalities by America’s 250th birthday. This is a zero-power criticality to validate our supply chain, reactor physics and control systems for our 10 MWe full-powered reactor, the Aalo-X, targeting power operations next year. Everything was built at full scale: fuel, moderator, control systems, etc., so we understand system performance at its commercial scope. That also meant tackling four of the most difficult things in nuclear with this criticality milestone: ✅ Ground-up construction of our reactor facility ✅ Manufacturing the reactor in our factory and shipping them by road ✅ Assembling our own fuel assemblies using commercial UO2 ✅ Standing up training, safety, and operational programs to become our own nuclear operator I am proud to say we have accomplished all four goals, along with achieving criticality. The reactor building was constructed in 36 days and construction to criticality was achieved in under 8 months. That’s the fastest nuclear build in the last 80 years. A massive congratulations to the Aalo Atomics team and our partners. Many thanks to Idaho National Laboratory, the DOE-Idaho Operations Office, and the Office of Nuclear Energy for their immense support in enabling this milestone and dedicated to the American nuclear resurgence.

Yasir Arafat

98,304 次观看 • 8 天前

Very excited to announce that at 12:20am on the 4th of July, Aalo achieved criticality on our first full-scale reactor. We cut it close, but we pulled it off!! Working towards this goal with such an incredible group of humans has been the most fulfilling period of my life. This moment has been three years in the making. Last year, Executive Order 14301 called for at least three new reactors to go critical before July 4th, 2026. As of late last Friday night, that goal has been surpassed! When the EO was announced, we immediately sat down to figure out what the most ambitious scope would be, while still being potentially achievable by July 4th. Some of the team proposed doing simplified designs with smaller fuel loads, or building in existing facilities. One thing was clear: We wouldn't have time to integrate a full-scale sodium heat-removal loop to bring the reactor to its full 30 MWt. So here’s where we landed: ➡️ We purchased the entire commercial-scale fuel load. This is enough fuel to operate at 30 MWt / 10 MWe for 3 years before refueling. To my knowledge, it’s the largest fuel load that’s been taken critical in the DOE pilot program, by far. ➡️ We built a full-scale reactor vessel in our factory, and loaded in our commercial graphite layout. All the dimensions, vessel thickness, and manufacturing techniques are essentially the same as we will use for the imminent commercial version. There will be a few minor tweaks for sodium flow and full-power, but nothing major. ➡️ We built an entirely new reactor facility at the Idaho National Lab. Building a building is easy. Building a new reactor facility comes with a mountain of paperwork, policies, operation and training procedures, security, instrumentation and control, and more. Zero-power criticality might seem like a small step, but I can tell you, going through the exercise of building a reactor and taking it to criticality has been extremely valuable. The learnings on regulatory, ops, manufacturing, supply chain, QA, economics, engineering, and design will accelerate our path through to the final iteration at full-power. America is blessed to have a recent Cambrian explosion of startups in nuclear, all going after different markets, technologies, and strategies. I’m excited that sodium, gas, salt, and new PWRs are all getting pushed forward once again. The best outcome for humanity is to have all these advance in parallel, as quickly as possible, while maintaining safety. Thanks again to our amazing team, DOE, INL, BEA, and everyone else who helped us get to where we are today. This could not have happened anywhere else. Happy birthday, America!! 🇺🇸🇺🇸🇺🇸 There has never been a better time for nuclear energy. The Second Atomic Age has begun, and this one will be here to stay.
1:47

Very excited to announce that at 12:20am on the 4th of July, Aalo achieved criticality on our first full-scale reactor. We cut it close, but we pulled it off!! Working towards this goal with such an incredible group of humans has been the most fulfilling period of my life. This moment has been three years in the making. Last year, Executive Order 14301 called for at least three new reactors to go critical before July 4th, 2026. As of late last Friday night, that goal has been surpassed! When the EO was announced, we immediately sat down to figure out what the most ambitious scope would be, while still being potentially achievable by July 4th. Some of the team proposed doing simplified designs with smaller fuel loads, or building in existing facilities. One thing was clear: We wouldn't have time to integrate a full-scale sodium heat-removal loop to bring the reactor to its full 30 MWt. So here’s where we landed: ➡️ We purchased the entire commercial-scale fuel load. This is enough fuel to operate at 30 MWt / 10 MWe for 3 years before refueling. To my knowledge, it’s the largest fuel load that’s been taken critical in the DOE pilot program, by far. ➡️ We built a full-scale reactor vessel in our factory, and loaded in our commercial graphite layout. All the dimensions, vessel thickness, and manufacturing techniques are essentially the same as we will use for the imminent commercial version. There will be a few minor tweaks for sodium flow and full-power, but nothing major. ➡️ We built an entirely new reactor facility at the Idaho National Lab. Building a building is easy. Building a new reactor facility comes with a mountain of paperwork, policies, operation and training procedures, security, instrumentation and control, and more. Zero-power criticality might seem like a small step, but I can tell you, going through the exercise of building a reactor and taking it to criticality has been extremely valuable. The learnings on regulatory, ops, manufacturing, supply chain, QA, economics, engineering, and design will accelerate our path through to the final iteration at full-power. America is blessed to have a recent Cambrian explosion of startups in nuclear, all going after different markets, technologies, and strategies. I’m excited that sodium, gas, salt, and new PWRs are all getting pushed forward once again. The best outcome for humanity is to have all these advance in parallel, as quickly as possible, while maintaining safety. Thanks again to our amazing team, DOE, INL, BEA, and everyone else who helped us get to where we are today. This could not have happened anywhere else. Happy birthday, America!! 🇺🇸🇺🇸🇺🇸 There has never been a better time for nuclear energy. The Second Atomic Age has begun, and this one will be here to stay.

Matt Loszak

463,711 次观看 • 8 天前

At 12:20am on July 4th in the Idaho desert, I watched dozens of engineers hold their breath. Then the neutron counters confirmed it: self-sustaining chain reaction. The Aalo Atomics reactor was critical! Everyone erupted. Cheers, hugs, and a few tears. Three years ago this company was an idea on a whiteboard. We backed them then. This weekend they took a full-scale core critical – the first new sodium-cooled reactor in America in over four decades. Built in under 8 months from groundbreaking. The federal deadline for criticality was July 4th. They made it 20 minutes in. Criticality means the chain reaction is self-sustaining. Every fission triggers exactly one more, no external neutron source needed. It happens at near-zero power. It proves that the core geometry, the fuel, and the control systems all behave exactly as modeled. What makes this one different: the core Aalo took critical is already sized for 30 MW thermal / 10 MW electric once coolant and power conversion are added. That's roughly an order of magnitude larger than the other startup reactors that recently went critical. And this design IS the product: five reactors around one turbine, a 50 MW factory-built pod purpose-designed for AI data centers. No major redesign needed. From here: power ascension to 30 MW thermal, endurance runs, turbine sync, then powering a co-located data center in 2027. In 1951, this same desert made the first electricity from atomic energy. Enough for four lightbulbs. 74 years later, the lightbulbs are GPUs. Second atomic age. Same desert. So grateful I got to see it!
0:44

At 12:20am on July 4th in the Idaho desert, I watched dozens of engineers hold their breath. Then the neutron counters confirmed it: self-sustaining chain reaction. The Aalo Atomics reactor was critical! Everyone erupted. Cheers, hugs, and a few tears. Three years ago this company was an idea on a whiteboard. We backed them then. This weekend they took a full-scale core critical – the first new sodium-cooled reactor in America in over four decades. Built in under 8 months from groundbreaking. The federal deadline for criticality was July 4th. They made it 20 minutes in. Criticality means the chain reaction is self-sustaining. Every fission triggers exactly one more, no external neutron source needed. It happens at near-zero power. It proves that the core geometry, the fuel, and the control systems all behave exactly as modeled. What makes this one different: the core Aalo took critical is already sized for 30 MW thermal / 10 MW electric once coolant and power conversion are added. That's roughly an order of magnitude larger than the other startup reactors that recently went critical. And this design IS the product: five reactors around one turbine, a 50 MW factory-built pod purpose-designed for AI data centers. No major redesign needed. From here: power ascension to 30 MW thermal, endurance runs, turbine sync, then powering a co-located data center in 2027. In 1951, this same desert made the first electricity from atomic energy. Enough for four lightbulbs. 74 years later, the lightbulbs are GPUs. Second atomic age. Same desert. So grateful I got to see it!

Seth Bannon

41,253 次观看 • 8 天前

Google inks historic US deal to buy Gen IV nuclear power for data centers | Neetika Walter Kairos Power’s Hermes 2 reactor will deliver 50 MW of carbon-free power by 2030, with TVA channeling the energy to Google’s data centers. Google has announced the first power purchase agreement (PPA) between a U.S. utility and an advanced nuclear developer. Through the deal, the Tennessee Valley Authority (TVA) will buy electricity from Kairos Power’s Hermes 2 demonstration plant in Oak Ridge, Tennessee. The 50-megawatt reactor is expected to begin operations in 2030, sending power to TVA’s grid and supporting Google’s data centers in Tennessee and Alabama. One-of-a-kind milestone This marks the first time a U.S. utility has committed to purchasing electricity from a Generation IV nuclear plant. For Google, it represents an early step in a longer-term collaboration with Kairos Power to unlock as much as 500 megawatts of nuclear capacity over the next decade. The Hermes 2 project also carries symbolic weight, reviving Oak Ridge’s historic role as a hub for nuclear innovation. Google has steadily expanded its presence in the Tennessee Valley over the past decade and has worked closely with TVA to add clean energy to the region. With artificial intelligence workloads and cloud services driving demand for reliable electricity, the company is now betting on advanced nuclear as part of its strategy to secure 24/7 carbon-free energy. The U.S. grid is under growing strain as AI, electrification, and population growth push power demand to new highs. Traditional sources of clean power, such as wind and solar, cannot always deliver around the clock, while large nuclear plants face long timelines and high costs. Small and modular nuclear reactors offer a potential solution, providing carbon-free capacity with more flexibility. Trump push gives nuclear fresh momentum The move comes as the Trump administration has accelerated support for advanced nuclear. In May, the White House signed executive orders to streamline licensing for micro-reactors and small modular reactors, to triple or even quadruple U.S. nuclear output by mid-century. Federal agencies have also launched pilot projects to test more than a dozen small reactors, many on federal land to avoid permitting delays. These steps have helped renew investor interest in nuclear technology and created room for private-sector deals like Google’s. Energy startups such as Oklo have seen their shares climb after securing government partnerships, underscoring the link between policy reform and commercial appetite. Google’s nuclear partnership reflects this broader momentum. The deal highlights how next-generation technologies can find a pathway to market by combining utility-scale, regulatory support, and private-sector demand. For Oak Ridge, the project could deliver economic benefits alongside energy breakthroughs. Kairos Power plans to train a new generation of nuclear workers in partnership with the University of Tennessee and other institutions. The Hermes 2 plant will also anchor efforts to re-establish the city as a center of nuclear innovation. In signing on to the project, Google is not only securing clean power for its data centers but also helping to push advanced nuclear toward commercial reality. Read more:
2:28

Google inks historic US deal to buy Gen IV nuclear power for data centers | Neetika Walter Kairos Power’s Hermes 2 reactor will deliver 50 MW of carbon-free power by 2030, with TVA channeling the energy to Google’s data centers. Google has announced the first power purchase agreement (PPA) between a U.S. utility and an advanced nuclear developer. Through the deal, the Tennessee Valley Authority (TVA) will buy electricity from Kairos Power’s Hermes 2 demonstration plant in Oak Ridge, Tennessee. The 50-megawatt reactor is expected to begin operations in 2030, sending power to TVA’s grid and supporting Google’s data centers in Tennessee and Alabama. One-of-a-kind milestone This marks the first time a U.S. utility has committed to purchasing electricity from a Generation IV nuclear plant. For Google, it represents an early step in a longer-term collaboration with Kairos Power to unlock as much as 500 megawatts of nuclear capacity over the next decade. The Hermes 2 project also carries symbolic weight, reviving Oak Ridge’s historic role as a hub for nuclear innovation. Google has steadily expanded its presence in the Tennessee Valley over the past decade and has worked closely with TVA to add clean energy to the region. With artificial intelligence workloads and cloud services driving demand for reliable electricity, the company is now betting on advanced nuclear as part of its strategy to secure 24/7 carbon-free energy. The U.S. grid is under growing strain as AI, electrification, and population growth push power demand to new highs. Traditional sources of clean power, such as wind and solar, cannot always deliver around the clock, while large nuclear plants face long timelines and high costs. Small and modular nuclear reactors offer a potential solution, providing carbon-free capacity with more flexibility. Trump push gives nuclear fresh momentum The move comes as the Trump administration has accelerated support for advanced nuclear. In May, the White House signed executive orders to streamline licensing for micro-reactors and small modular reactors, to triple or even quadruple U.S. nuclear output by mid-century. Federal agencies have also launched pilot projects to test more than a dozen small reactors, many on federal land to avoid permitting delays. These steps have helped renew investor interest in nuclear technology and created room for private-sector deals like Google’s. Energy startups such as Oklo have seen their shares climb after securing government partnerships, underscoring the link between policy reform and commercial appetite. Google’s nuclear partnership reflects this broader momentum. The deal highlights how next-generation technologies can find a pathway to market by combining utility-scale, regulatory support, and private-sector demand. For Oak Ridge, the project could deliver economic benefits alongside energy breakthroughs. Kairos Power plans to train a new generation of nuclear workers in partnership with the University of Tennessee and other institutions. The Hermes 2 plant will also anchor efforts to re-establish the city as a center of nuclear innovation. In signing on to the project, Google is not only securing clean power for its data centers but also helping to push advanced nuclear toward commercial reality. Read more:

Owen Gregorian

31,255 次观看 • 10 个月前

🚨Thorium Reactors: China Just Did What Everyone Else Talked About for 50 Years China has just crossed a line the rest of the world never managed to step over. Their experimental thorium molten salt reactor has successfully converted thorium into uranium-233 and sustained nuclear fission inside a working system. This matters more than most people realize. Thorium has always been the nuclear fuel that sounded great in theory and died in practice. It is more abundant than uranium. It produces less long lived waste. It is also harder to weaponize. The physics have been understood since the Cold War, but the problem was always execution, materials, corrosion and chemistry. Control. China solved enough of those problems to make the fuel cycle work. The reactor in question is small, producing only two megawatts so it's not powering cities or feeding the grid, but that is not the point. This was a proof of capability, not a commercial rollout. They demonstrated something no other country has publicly demonstrated. Breeding uranium-233 from thorium inside a molten salt reactor and using it to sustain fission. That single step unlocks the entire thorium fuel cycle. They did it with a reactor that operates at atmospheric pressure, uses liquid fuel, and can be designed to shut itself down passively if things go wrong. No danger of high pressure steam explosions, no fuel rods to melt and no water cooling dependency. China has large domestic thorium reserves. Uranium supply chains are global, fragile, and politically exposed. Thorium changes that equation. It also changes waste profiles and long term fuel availability. In theory, it allows centuries of base load power from material that was previously treated as a curiosity. The United States, Europe, and others studied molten salt reactors decades ago and walked away. Not because they were impossible, but because conventional uranium reactors were already entrenched, regulated, and profitable. Thorium was disruptive before disruption was fashionable. China stayed with it and built materials science programs around it. They accepted slow progress. They ran experiments without promising headlines, and now they are the only country that can point to an operating thorium molten salt reactor that actually does what the textbooks said it should. This does not mean commercial thorium power is around the corner. Scaling this is hard and so is licensing it. Operating molten salt systems for decades is hard. But the breakthrough is real. If the technology that could redefine nuclear safety, fuel independence, and long term energy stability just matured outside the West, what else are we assuming is impossible simply because we stopped trying? #Thorium #NuclearEnergy #China #EnergySecurity #MoltenSaltReactor #CleanEnergy #AdvancedNuclear Video clip source:
1:11

🚨Thorium Reactors: China Just Did What Everyone Else Talked About for 50 Years China has just crossed a line the rest of the world never managed to step over. Their experimental thorium molten salt reactor has successfully converted thorium into uranium-233 and sustained nuclear fission inside a working system. This matters more than most people realize. Thorium has always been the nuclear fuel that sounded great in theory and died in practice. It is more abundant than uranium. It produces less long lived waste. It is also harder to weaponize. The physics have been understood since the Cold War, but the problem was always execution, materials, corrosion and chemistry. Control. China solved enough of those problems to make the fuel cycle work. The reactor in question is small, producing only two megawatts so it's not powering cities or feeding the grid, but that is not the point. This was a proof of capability, not a commercial rollout. They demonstrated something no other country has publicly demonstrated. Breeding uranium-233 from thorium inside a molten salt reactor and using it to sustain fission. That single step unlocks the entire thorium fuel cycle. They did it with a reactor that operates at atmospheric pressure, uses liquid fuel, and can be designed to shut itself down passively if things go wrong. No danger of high pressure steam explosions, no fuel rods to melt and no water cooling dependency. China has large domestic thorium reserves. Uranium supply chains are global, fragile, and politically exposed. Thorium changes that equation. It also changes waste profiles and long term fuel availability. In theory, it allows centuries of base load power from material that was previously treated as a curiosity. The United States, Europe, and others studied molten salt reactors decades ago and walked away. Not because they were impossible, but because conventional uranium reactors were already entrenched, regulated, and profitable. Thorium was disruptive before disruption was fashionable. China stayed with it and built materials science programs around it. They accepted slow progress. They ran experiments without promising headlines, and now they are the only country that can point to an operating thorium molten salt reactor that actually does what the textbooks said it should. This does not mean commercial thorium power is around the corner. Scaling this is hard and so is licensing it. Operating molten salt systems for decades is hard. But the breakthrough is real. If the technology that could redefine nuclear safety, fuel independence, and long term energy stability just matured outside the West, what else are we assuming is impossible simply because we stopped trying? #Thorium #NuclearEnergy #China #EnergySecurity #MoltenSaltReactor #CleanEnergy #AdvancedNuclear Video clip source:

Skywatch Signal

148,292 次观看 • 6 个月前

In less than a year this company went from near a zero to close to $100M in revenue NextNRG (NASDAQ: NXXT) climbed from near zero to a revenue run rate approaching $100M, posting 250%+ year-over-year growth as AI-driven energy demand accelerates. Investors are paying attention: institutional holders include BlackRock, Vanguard, Chase, Geode, State Street, and UBS. That’s top-tier backing for a company solving real infrastructure bottlenecks, not hype. NextNRG serves 700+ commercial and enterprise clients, including Amazon, Kroger, and others demanding mission-critical, reliable energy. Its stack marries AI-powered microgrids, on-site generation, intelligent controls, patented technology, and immediate EZFill energy delivery to bridge gaps where grids lag. The United States already accounts for ~45% of global data-center electricity consumption, and the strain is real - even facilities with billions invested can be completed but still lack grid power. NextNRG’s strategy - repeatable deployments, long-term PPAs, and rapid microgrid scalability - positions it where demand, reliability intersect. Watch the data, follow the founders on X, and do your own research. This isn’t fringe - it’s infrastructure being built for the next decade. DYOR. Not a financial advise, this content is for entertainment purpose only!
2:03

In less than a year this company went from near a zero to close to $100M in revenue NextNRG (NASDAQ: NXXT) climbed from near zero to a revenue run rate approaching $100M, posting 250%+ year-over-year growth as AI-driven energy demand accelerates. Investors are paying attention: institutional holders include BlackRock, Vanguard, Chase, Geode, State Street, and UBS. That’s top-tier backing for a company solving real infrastructure bottlenecks, not hype. NextNRG serves 700+ commercial and enterprise clients, including Amazon, Kroger, and others demanding mission-critical, reliable energy. Its stack marries AI-powered microgrids, on-site generation, intelligent controls, patented technology, and immediate EZFill energy delivery to bridge gaps where grids lag. The United States already accounts for ~45% of global data-center electricity consumption, and the strain is real - even facilities with billions invested can be completed but still lack grid power. NextNRG’s strategy - repeatable deployments, long-term PPAs, and rapid microgrid scalability - positions it where demand, reliability intersect. Watch the data, follow the founders on X, and do your own research. This isn’t fringe - it’s infrastructure being built for the next decade. DYOR. Not a financial advise, this content is for entertainment purpose only!

Victor Renard

21,282,342 次观看 • 6 个月前

“I would call Westinghouse Electric Company an American Company. It’s a legacy American company… it has a Canadian partner in Cameco Corporation but it’s an American company.” United States Secretary of Energy Chris Wright. He went on to say. "This is a plan to partner across the country to build a large amount of power…and to do so in a way that’s efficient…to re-stand up the supply chain IN THE UNITED STATES.” It doesn’t get any clearer than this. It’s time that Canadian policymakers like Timothy Hodgson wake up to the reality that building Westinghouse reactors in Canada will sacrifice huge economic benefits, and make us dependent on an increasingly unreliable and even hostile partner. The policy with the clear return on investment for what will be some of Canada’s largest capital projects of the 21st-century is clear. Investing in CANDU, our national reactor technology, locks in energy sovereignty, and 100 years of high productivity value add jobs in engineering services, component replacement and fuel fabrication, jobs that are nearly all based in the United States in the case of U.S. headquartered Westinghouse AP1000 reactors. We should not be making 100 year 50-100 billion dollar bets on U.S. generosity and goodwill. We have every indication that there is a strong "America First" tendency firmly rooted in the American body politic that will continue to rear its ugly head long after the Trump presidency has passed. Now that the USA has made the decision to invest 80 billion into Westinghouse projects south of the border in exchange for a future 20% stake in the company we can suffer no illusions about any false equivalency between Westinghouse and CANDU as Canadian champions. In 1980 Canada had 13 large CANDU reactors under simultaneous construction in 3 different countries around the world. These reactors have gone on to be the 3rd most widely deployed reactor technnology in the world alongside the American Pressurized and Boiling Water Reactor and have been amongst the top performers in the global fleet. In the aftermath of the collapse of Canadian telecoms giants and aviation aspirations its time to drop the inferioriy complex and lean into one of Canada's last bastions of high productivity, value add Canadian intellectual property and jobs. We have every incentive to do so.
1:04

“I would call Westinghouse Electric Company an American Company. It’s a legacy American company… it has a Canadian partner in Cameco Corporation but it’s an American company.” United States Secretary of Energy Chris Wright. He went on to say. "This is a plan to partner across the country to build a large amount of power…and to do so in a way that’s efficient…to re-stand up the supply chain IN THE UNITED STATES.” It doesn’t get any clearer than this. It’s time that Canadian policymakers like Timothy Hodgson wake up to the reality that building Westinghouse reactors in Canada will sacrifice huge economic benefits, and make us dependent on an increasingly unreliable and even hostile partner. The policy with the clear return on investment for what will be some of Canada’s largest capital projects of the 21st-century is clear. Investing in CANDU, our national reactor technology, locks in energy sovereignty, and 100 years of high productivity value add jobs in engineering services, component replacement and fuel fabrication, jobs that are nearly all based in the United States in the case of U.S. headquartered Westinghouse AP1000 reactors. We should not be making 100 year 50-100 billion dollar bets on U.S. generosity and goodwill. We have every indication that there is a strong "America First" tendency firmly rooted in the American body politic that will continue to rear its ugly head long after the Trump presidency has passed. Now that the USA has made the decision to invest 80 billion into Westinghouse projects south of the border in exchange for a future 20% stake in the company we can suffer no illusions about any false equivalency between Westinghouse and CANDU as Canadian champions. In 1980 Canada had 13 large CANDU reactors under simultaneous construction in 3 different countries around the world. These reactors have gone on to be the 3rd most widely deployed reactor technnology in the world alongside the American Pressurized and Boiling Water Reactor and have been amongst the top performers in the global fleet. In the aftermath of the collapse of Canadian telecoms giants and aviation aspirations its time to drop the inferioriy complex and lean into one of Canada's last bastions of high productivity, value add Canadian intellectual property and jobs. We have every incentive to do so.

chris keefer

12,422 次观看 • 8 个月前

$TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power, the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts? 3-5 years out. Nuclear? A decade away. But data centers are building NOW. Solar is the only large-scale, rapidly deployable energy source ready today. China has a stranglehold. Even $TSLA doesn't make its own solar panels/cells. Enter FEOC rules (Foreign Entity of Concern): Only modules using U.S.-made cells qualify for the 10% domestic content bonus on top of the 30% ITC through 2029. Imported cells? Disqualifies the whole system. US based and large scale fully integrated publicly traded solar cell producers are very few. Actually there's really just two... 🔸First Solar $FSLR ($25B mkt cap) 🔸T1 Energy $TE ($700M mkt cap) T1 Energy $TE -One of the most vertically integrated solar makers in the U.S. -Texas based -Snagged a Texas solar plant dirt cheap post-Trump election from a Chinese firm. -Rated as having one of the most advanced solar manufacturing facilities in the world. -Another Texas plant online next year -Targeting 10 GW solar production capacity. A nuclear reactor makes ~5GW equivalent. That's two nuclear reactors per year. (there is currently only 13GW solar production capacity in the entire US) -Landmark Corning deal (Aug 2025) locks in U.S.-made polysilicon/wafers from Michigan for a full domestic chain: polysilicon → wafers → cells → panels -Zero China-sourced components in disclosures -It's competitor First Solar $FSLR is 36x the market cap. - $TE revenue surged from $3M (24Q4) to $54M (25Q1) to $133M (25Q2). Q3 estimate is $300M. -Turned positive gross profit this year -Poised for a major lift from Section 45X Production Tax Credits under the One Big Beautiful Bill Act -Cash projection: >$100M by year-end -P/S (TTM): 3.87 vs. $FSLR's 5.75 -Stock breaking out of multi-year consolidation -Down ~20% in recent pullback $FSLR is the safe pick. $TE? High risk, high reward. As energy desperation ramps up the move on $TE could be eye watering.
2:46

$TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power, the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts? 3-5 years out. Nuclear? A decade away. But data centers are building NOW. Solar is the only large-scale, rapidly deployable energy source ready today. China has a stranglehold. Even $TSLA doesn't make its own solar panels/cells. Enter FEOC rules (Foreign Entity of Concern): Only modules using U.S.-made cells qualify for the 10% domestic content bonus on top of the 30% ITC through 2029. Imported cells? Disqualifies the whole system. US based and large scale fully integrated publicly traded solar cell producers are very few. Actually there's really just two... 🔸First Solar $FSLR ($25B mkt cap) 🔸T1 Energy $TE ($700M mkt cap) T1 Energy $TE -One of the most vertically integrated solar makers in the U.S. -Texas based -Snagged a Texas solar plant dirt cheap post-Trump election from a Chinese firm. -Rated as having one of the most advanced solar manufacturing facilities in the world. -Another Texas plant online next year -Targeting 10 GW solar production capacity. A nuclear reactor makes ~5GW equivalent. That's two nuclear reactors per year. (there is currently only 13GW solar production capacity in the entire US) -Landmark Corning deal (Aug 2025) locks in U.S.-made polysilicon/wafers from Michigan for a full domestic chain: polysilicon → wafers → cells → panels -Zero China-sourced components in disclosures -It's competitor First Solar $FSLR is 36x the market cap. - $TE revenue surged from $3M (24Q4) to $54M (25Q1) to $133M (25Q2). Q3 estimate is $300M. -Turned positive gross profit this year -Poised for a major lift from Section 45X Production Tax Credits under the One Big Beautiful Bill Act -Cash projection: >$100M by year-end -P/S (TTM): 3.87 vs. $FSLR's 5.75 -Stock breaking out of multi-year consolidation -Down ~20% in recent pullback $FSLR is the safe pick. $TE? High risk, high reward. As energy desperation ramps up the move on $TE could be eye watering.

YeahDave

146,661 次观看 • 8 个月前

Elon Musk just exposed the most catastrophic energy blindspot in the entire AI arms race. The West is still debating which twigs to burn. China is capturing the sun. Musk: “People just don’t understand how solar is everything. Compared to the sun, all other energy sources are like cavemen throwing some twigs into a fire.” Every natural gas plant. Every nuclear reactor. Every experimental fusion project being debated in Washington right now. Twigs. Musk: “We have a giant free fusion reactor that shows up every day. It’s farcical for us to create little fusion reactors.” And then he gave the most clarifying statistic in the entire energy debate. Musk: “The sun is over 99.8% of all mass in the solar system. Jupiter is around 0.1%. So even if you burnt Jupiter, the energy produced by the sun would still round up to 100%.” Musk: “And then if you teleported three more Jupiters into our solar system and burnt them too, it would still round up.” The sun is not an energy source. It is the only energy source. Everything else is rounding error. China already knows this. While American tech executives beg for permits to build natural gas plants, China crossed 1,000 gigawatts of installed solar capacity in 2025. More than the rest of the world combined. They are not holding summits about it. They are not commissioning reports about it. They are building it. Harvesting the free fusion reactor that arrives every morning at zero cost and feeding it directly into their AI data centers. The AI race is not an algorithm race. It is an electro-industrial race. You cannot build superintelligence without infinite compute. You cannot have infinite compute without infinite energy. And right now, the United States is losing the energy war while holding committee meetings about which twigs to burn next. China built the energy-compute flywheel. Cheap, scalable, infinite solar power feeding AI models at a fraction of the cost. Compounding every single day. The nation that captures the sun’s output will hold a permanent monopoly on global intelligence. The nation that doesn’t will spend the next decade trying to understand how it lost. Everyone else gets left holding the twigs.
1:39

Elon Musk just exposed the most catastrophic energy blindspot in the entire AI arms race. The West is still debating which twigs to burn. China is capturing the sun. Musk: “People just don’t understand how solar is everything. Compared to the sun, all other energy sources are like cavemen throwing some twigs into a fire.” Every natural gas plant. Every nuclear reactor. Every experimental fusion project being debated in Washington right now. Twigs. Musk: “We have a giant free fusion reactor that shows up every day. It’s farcical for us to create little fusion reactors.” And then he gave the most clarifying statistic in the entire energy debate. Musk: “The sun is over 99.8% of all mass in the solar system. Jupiter is around 0.1%. So even if you burnt Jupiter, the energy produced by the sun would still round up to 100%.” Musk: “And then if you teleported three more Jupiters into our solar system and burnt them too, it would still round up.” The sun is not an energy source. It is the only energy source. Everything else is rounding error. China already knows this. While American tech executives beg for permits to build natural gas plants, China crossed 1,000 gigawatts of installed solar capacity in 2025. More than the rest of the world combined. They are not holding summits about it. They are not commissioning reports about it. They are building it. Harvesting the free fusion reactor that arrives every morning at zero cost and feeding it directly into their AI data centers. The AI race is not an algorithm race. It is an electro-industrial race. You cannot build superintelligence without infinite compute. You cannot have infinite compute without infinite energy. And right now, the United States is losing the energy war while holding committee meetings about which twigs to burn next. China built the energy-compute flywheel. Cheap, scalable, infinite solar power feeding AI models at a fraction of the cost. Compounding every single day. The nation that captures the sun’s output will hold a permanent monopoly on global intelligence. The nation that doesn’t will spend the next decade trying to understand how it lost. Everyone else gets left holding the twigs.

Dustin

47,011 次观看 • 4 个月前

The man who turned 225 million dollars into 5.5 billion dollars explained on camera exactly why he made his biggest bet. This is Leopold Aschenbrenner, the same person whose Bloom Energy position is now worth close to 2 billion dollars after Oracle's 2.8 gigawatt fuel cell deal laying out the power math that drove every investment decision his fund has made. In 2022, the GPT-4 training cluster consumed roughly 10 megawatts of power and cost about 500 million dollars. AI compute has been scaling at roughly half an order of magnitude per year meaning the largest training cluster doubles in power requirement every 12 to 18 months without stopping. By 2024, the largest cluster was approximately 100 megawatts, the equivalent of 100,000 high-end GPUs and costs in the billions. By 2026, right now, the leading training cluster requires a full gigawatt of continuous power and that is the output of a large nuclear reactor. By 2028, the projection reaches 10 gigawatts, more electricity than most US states generate in total. By 2030, the trillion-dollar cluster, 100 gigawatts, over 20 percent of everything the United States currently produces in electricity, consumed by a single AI training installation. And that is just the training cluster. Inference, the continuous compute required to actually run AI products for hundreds of millions of users requires multiples of that on top. Meanwhile, total US electricity production has barely grown five percent over the last decade and the grid was not built for this. And the transformer shortage, the switchgear backorders, and the canceled data center projects that are making headlines right now are the first visible symptoms of a power system hitting a wall that Aschenbrenner saw coming years before the rest of the market. This is exactly why he built a 875 million dollar position in Bloom Energy, a company that generates electricity directly at the data center site using fuel cells, completely bypassing the grid bottleneck that is already stopping half of all planned US data centers from opening on schedule. The thesis was never complicated. The bottleneck in AI is not the models, not the chips, and not the software. The bottleneck is whether civilization can generate enough electricity to run the machines fast enough to matter.
1:30

The man who turned 225 million dollars into 5.5 billion dollars explained on camera exactly why he made his biggest bet. This is Leopold Aschenbrenner, the same person whose Bloom Energy position is now worth close to 2 billion dollars after Oracle's 2.8 gigawatt fuel cell deal laying out the power math that drove every investment decision his fund has made. In 2022, the GPT-4 training cluster consumed roughly 10 megawatts of power and cost about 500 million dollars. AI compute has been scaling at roughly half an order of magnitude per year meaning the largest training cluster doubles in power requirement every 12 to 18 months without stopping. By 2024, the largest cluster was approximately 100 megawatts, the equivalent of 100,000 high-end GPUs and costs in the billions. By 2026, right now, the leading training cluster requires a full gigawatt of continuous power and that is the output of a large nuclear reactor. By 2028, the projection reaches 10 gigawatts, more electricity than most US states generate in total. By 2030, the trillion-dollar cluster, 100 gigawatts, over 20 percent of everything the United States currently produces in electricity, consumed by a single AI training installation. And that is just the training cluster. Inference, the continuous compute required to actually run AI products for hundreds of millions of users requires multiples of that on top. Meanwhile, total US electricity production has barely grown five percent over the last decade and the grid was not built for this. And the transformer shortage, the switchgear backorders, and the canceled data center projects that are making headlines right now are the first visible symptoms of a power system hitting a wall that Aschenbrenner saw coming years before the rest of the market. This is exactly why he built a 875 million dollar position in Bloom Energy, a company that generates electricity directly at the data center site using fuel cells, completely bypassing the grid bottleneck that is already stopping half of all planned US data centers from opening on schedule. The thesis was never complicated. The bottleneck in AI is not the models, not the chips, and not the software. The bottleneck is whether civilization can generate enough electricity to run the machines fast enough to matter.

Milk Road AI

1,240,695 次观看 • 3 个月前

$FLNC Batteries, Energy Storage 3.8B Market cap My take: A spicy shorter-term "battery meta" play with a potential long-term "Amazon" thesis. $FLNC is in a capital-intensive expansion phase with thin margins generating billions in revenue but very little in net profit Key: This is a capital-intensive INTEGRATOR, not a battery manufacturer. They don't make lithium-ion batteries but rather procure them (roughly 50% from China and more recently aiming for 50% from USA). They provide large grid-scale battery integration into power systems with roles in: 🔹Advisory, procurement, & build-outs. 🔹AI driven battery fleet management software 🔹Long-term servicing ------------------------- THE "SCALE" Global Scale: Operates in 40+ markets with one of the largest deployed fleets of energy storage projects in the world. Credibility and Reach: Formed as a joint venture between Siemens (an industrial manufacturing giant) and AES (a global utility and power generator) with massive industry backing. Massive Backlog: As of their last report, their backlog was already enormous at ~$4.9 billion. They signed an additional ~$1.1 billion in new contracts after this last quarter ended (including two massive projects in Australia) Major Wins: They can operate at scale and were also just awarded Europe's largest ever BESS project (a massive 4 GWh system in Germany). ------------------------- THE "PROFIT PROBLEM" Wafer-Thin Margins: Out of $602.5 million of revenue in Q3 FY2025, their net income was just $6.9M (a ~1.1% net profit margin). (That 14% number you see is their GAAP Gross Margin, which is already thin, but I'd argue the net profit is the current story and why a company doing $2.6B in revenue is valued at $3.8B). Weak Guidance: FY2025 Adj. EBITDA guidance is just $0 to $20M despite forecasting over $2.6B in revenue. Trade Policy Risk: Highly exposed to US-China trade policy, which has weighed on profits. Roughly half of their battery cells come from China which hurts their tax credits. For these reasons they are strategically increasing their US sourcing now with a supply agreement with AESC for U.S. manufactured battery cells, primarily from AESC's facility in Tennessee. "Strong-ish" Growth: Revenue was up 24.7% YoY. This is good, but not explosive given the market's potential, and it's clearly not translating to the bottom line yet. For these reasons this is currently a smaller short term battery meta play for me that has shown very strong recent stock technical performance despite the significant broader market weakness. When institutions want a "cheap" de-risked pure battery play, I think they will reach for $FLNC. The long term potential case is that the story here is the classic "Amazon" model: Is $FLNC a company that's just in a capital-intensive expansion phase, or is it a low-margin business forever? For years, $AMZN wasn't highly profitable "on paper" as virtually all resources were spent on massive scaling. When the profit switch flipped, the stock exploded. $FLNC is in a similar "scale-at-all-costs" phase with the potential that servicing and software will be the future AWS higher margin story. Their pivot to US sourcing isn't just about "surviving" trade policy; it's about building a protected, high-growth, and potentially higher-margin business in the U.S. September 2025 saw their first shipment of U.S. domestic-content BESS systems. Depending on how this capital-intensive phase goes, they could evolve into a long-term play for me. If they survive the cash burn, scale successfully, and flip that profit switch, the "Amazon of batteries" thesis could play out. Relevance: $TSLA $EOSE $BE $GEV $STEM $ENS $GWH $ENS $TE $FSLR
3:10

$FLNC Batteries, Energy Storage 3.8B Market cap My take: A spicy shorter-term "battery meta" play with a potential long-term "Amazon" thesis. $FLNC is in a capital-intensive expansion phase with thin margins generating billions in revenue but very little in net profit Key: This is a capital-intensive INTEGRATOR, not a battery manufacturer. They don't make lithium-ion batteries but rather procure them (roughly 50% from China and more recently aiming for 50% from USA). They provide large grid-scale battery integration into power systems with roles in: 🔹Advisory, procurement, & build-outs. 🔹AI driven battery fleet management software 🔹Long-term servicing ------------------------- THE "SCALE" Global Scale: Operates in 40+ markets with one of the largest deployed fleets of energy storage projects in the world. Credibility and Reach: Formed as a joint venture between Siemens (an industrial manufacturing giant) and AES (a global utility and power generator) with massive industry backing. Massive Backlog: As of their last report, their backlog was already enormous at ~$4.9 billion. They signed an additional ~$1.1 billion in new contracts after this last quarter ended (including two massive projects in Australia) Major Wins: They can operate at scale and were also just awarded Europe's largest ever BESS project (a massive 4 GWh system in Germany). ------------------------- THE "PROFIT PROBLEM" Wafer-Thin Margins: Out of $602.5 million of revenue in Q3 FY2025, their net income was just $6.9M (a ~1.1% net profit margin). (That 14% number you see is their GAAP Gross Margin, which is already thin, but I'd argue the net profit is the current story and why a company doing $2.6B in revenue is valued at $3.8B). Weak Guidance: FY2025 Adj. EBITDA guidance is just $0 to $20M despite forecasting over $2.6B in revenue. Trade Policy Risk: Highly exposed to US-China trade policy, which has weighed on profits. Roughly half of their battery cells come from China which hurts their tax credits. For these reasons they are strategically increasing their US sourcing now with a supply agreement with AESC for U.S. manufactured battery cells, primarily from AESC's facility in Tennessee. "Strong-ish" Growth: Revenue was up 24.7% YoY. This is good, but not explosive given the market's potential, and it's clearly not translating to the bottom line yet. For these reasons this is currently a smaller short term battery meta play for me that has shown very strong recent stock technical performance despite the significant broader market weakness. When institutions want a "cheap" de-risked pure battery play, I think they will reach for $FLNC. The long term potential case is that the story here is the classic "Amazon" model: Is $FLNC a company that's just in a capital-intensive expansion phase, or is it a low-margin business forever? For years, $AMZN wasn't highly profitable "on paper" as virtually all resources were spent on massive scaling. When the profit switch flipped, the stock exploded. $FLNC is in a similar "scale-at-all-costs" phase with the potential that servicing and software will be the future AWS higher margin story. Their pivot to US sourcing isn't just about "surviving" trade policy; it's about building a protected, high-growth, and potentially higher-margin business in the U.S. September 2025 saw their first shipment of U.S. domestic-content BESS systems. Depending on how this capital-intensive phase goes, they could evolve into a long-term play for me. If they survive the cash burn, scale successfully, and flip that profit switch, the "Amazon of batteries" thesis could play out. Relevance: $TSLA $EOSE $BE $GEV $STEM $ENS $GWH $ENS $TE $FSLR

YeahDave

27,279 次观看 • 8 个月前

AUKUS: The billlion-Dollar Trap? Next week I’ll publish a deep-dive article showing how the Australians (and others) got themselves into one of the biggest defense money pits in modern history with the AUKUS SSN program: total cost estimated between US$177 billion and US$244 billion over 30–35 years, with the first nuclear-powered submarines arriving only in the early 2030s and the full fleet completed sometime in the 2050s–2060s, by which time the core technology can possibly already be obsolete. And Australia isn’t alone. India is pouring tens of billions into its own nuclear attack submarine program and risks ending up in exactly the same boat. Just a few days ago, when I wrote about the Japanese Taigei-class and lithium-ion batteries, I pointed out the real trend: within the next 5–8 years, solid-state batteries (already scaling up in China, South Korea and Japan) will allow conventional submarines of 4,500–5,500 tons to: - stay submerged for 40–60 days - recharge in just a few hours or use. - cost under US$ 800 million each - become almost impossible to detect because they never need to snorkel But that’s only the part about the conventional subs. China has already launched the first prototype of a hybrid submarine (Type 041 Zhou-class) that uses a micro nuclear reactor (10–15 MW thermal), weighing roughly 20-25% of a conventional SSN reactor, fully modular, easily replaceable, and with dramatically lower maintenance costs, whose sole job is to continuously charge a large battery bank. Result: solid State batteries, unlimited submerged endurance, 20–22 knots continuous, 30+ knot sprint, and unit cost in series production estimated at US$1–1.5 billion. At least four other countries (Russia, South Korea, Japan, and Brazil) are now openly working on very similar small nuclear-conventional designs, but only the Chinese is a real hybrid model. This is no longer a one-off prototype; it’s the announced future of submarines powered by solid batteries recharged by micro reactors. The harsh reality: by the time the last Australian AUKUS submarine is delivered (around 2060), the most advanced navies will be mass-operating cheap hybrid subs, AI-guided autonomous torpedoes, underwater drone swarms, and large nuclear-powered UUVs. Much of today’s naval doctrine, centered on a handful of ultra-expensive crewed SSNs, can look as outdated as battleships did in 1945, in just few decades. Any multi-hundred-billion-dollar defense investment today must be judged against the 2035–2045 timeline, not the 1960s playbook. Otherwise taxpayers foot the bill and the navy ends up with very expensive floating museums.
0:25

AUKUS: The billlion-Dollar Trap? Next week I’ll publish a deep-dive article showing how the Australians (and others) got themselves into one of the biggest defense money pits in modern history with the AUKUS SSN program: total cost estimated between US$177 billion and US$244 billion over 30–35 years, with the first nuclear-powered submarines arriving only in the early 2030s and the full fleet completed sometime in the 2050s–2060s, by which time the core technology can possibly already be obsolete. And Australia isn’t alone. India is pouring tens of billions into its own nuclear attack submarine program and risks ending up in exactly the same boat. Just a few days ago, when I wrote about the Japanese Taigei-class and lithium-ion batteries, I pointed out the real trend: within the next 5–8 years, solid-state batteries (already scaling up in China, South Korea and Japan) will allow conventional submarines of 4,500–5,500 tons to: - stay submerged for 40–60 days - recharge in just a few hours or use. - cost under US$ 800 million each - become almost impossible to detect because they never need to snorkel But that’s only the part about the conventional subs. China has already launched the first prototype of a hybrid submarine (Type 041 Zhou-class) that uses a micro nuclear reactor (10–15 MW thermal), weighing roughly 20-25% of a conventional SSN reactor, fully modular, easily replaceable, and with dramatically lower maintenance costs, whose sole job is to continuously charge a large battery bank. Result: solid State batteries, unlimited submerged endurance, 20–22 knots continuous, 30+ knot sprint, and unit cost in series production estimated at US$1–1.5 billion. At least four other countries (Russia, South Korea, Japan, and Brazil) are now openly working on very similar small nuclear-conventional designs, but only the Chinese is a real hybrid model. This is no longer a one-off prototype; it’s the announced future of submarines powered by solid batteries recharged by micro reactors. The harsh reality: by the time the last Australian AUKUS submarine is delivered (around 2060), the most advanced navies will be mass-operating cheap hybrid subs, AI-guided autonomous torpedoes, underwater drone swarms, and large nuclear-powered UUVs. Much of today’s naval doctrine, centered on a handful of ultra-expensive crewed SSNs, can look as outdated as battleships did in 1945, in just few decades. Any multi-hundred-billion-dollar defense investment today must be judged against the 2035–2045 timeline, not the 1960s playbook. Otherwise taxpayers foot the bill and the navy ends up with very expensive floating museums.

Patricia Marins

59,196 次观看 • 7 个月前

Dammmmn.. 🔥🔥 🚨 Matt Gaetz calls out the Israeli Government’s Hypocrisy over Secret Nuclear Facilities “If the world is interested in a secret nuclear program in the Middle East, there is a country that won’t allow any international Inspectors. ISRAEL… Israel has a nuclear weapon. And They don’t allow any inspections.” 🔴 DIMONA NUCLEAR PROJECT… What Matt is referring strikes at the very heart at why President JFK was assassinated. The Israeli Dimona nuclear project refers to the construction and operation of the Shimon Peres Negev Nuclear Research Center, commonly known as the Dimona reactor, located in the Negev desert near the city of Dimona. Construction of the Dimona facility began in 1958 with significant assistance from France. The reactor became operational between 1962 and 1964. The project was kept highly secretive, and Israel officially maintains a policy of "nuclear ambiguity," neither confirming nor denying the possession of nuclear weapons. (YES, they have them.) • “Officially”, the facility is for nuclear research, but it has been widely reported to be a key part of Israel's nuclear weapons program. —— The heavy-water nuclear reactor is believed to produce plutonium for nuclear weapons, and there are facilities for reprocessing spent fuel rods to extract plutonium. • Israel DOES NOT allow inspections by the International Atomic Energy Agency (IAEA) at Dimona, except that time in 1965. —— declassified documents emerged showing Israel used tactics like installing temporary false walls, or even creating a "fake control room," to mislead US inspectors about the facility's true purpose after JFK kept applying pressure.. 🔴 PROBABLE CAUSE ISRAEL WAS INVOLVED WITH THE DEATH OF JFK When the JFK Files were declassified, I found one of the most stunning admissions to date. Not one reputable news agency reported on it. Why? Mr Angleton, “at that meeting did he raise with you the subject of Atomic technology from the CIA to Israel?” Angleton: “Yes” These documents came from the heavily redacted Church Committee Testimony of James Angleton — showing the CIA’s Secret Role in Atomic Weapons Transfer, Arming Israel with Nuclear Technology Against JFK's Wishes • The unredacted files reveal that Mr. Angleton (CIA), confirms that atomic technology and/or knowledge was transferred to Israel against the wishes of JFK. This provided a clear motive.. and being that it was so heavily redacted, it may be more than just a motive. JFK did not want Israel to have nuclear weapons and took significant steps to prevent it, including diplomatic pressure, demands for inspections, and warnings about the consequences for U.S.-Israel relations. Details of the Transfer: • The unredacted portions (yellow) disclose that the transfer involved not just technology but also knowledge of atomic matters, facilitated through intermediaries (Blue), like scientists (e.g., a Dr. Wilfred) and possibly journalists (e.g., Tad Szulc). Angleton admits to having met with Israeli scientists and officials, including Ben Wells, and discusses the involvement of PLUTONIUM, a key material in nuclear weapons development. • Israeli Nuclear Program: The files indicate that Israel had acquired plutonium for its nuclear program, which aligns with historical knowledge of Israel’s development of nuclear capabilities, particularly through its Dimona reactor. • Angleton expressed concern about the implications of this transfer, noting that it was done clandestinely and that the U.S. government (or at least some parts of it) might NOT have been fully informed. He mentions the need to keep the matter secret and the potential fallout “if it ever became public knowledge”
3:12

Dammmmn.. 🔥🔥 🚨 Matt Gaetz calls out the Israeli Government’s Hypocrisy over Secret Nuclear Facilities “If the world is interested in a secret nuclear program in the Middle East, there is a country that won’t allow any international Inspectors. ISRAEL… Israel has a nuclear weapon. And They don’t allow any inspections.” 🔴 DIMONA NUCLEAR PROJECT… What Matt is referring strikes at the very heart at why President JFK was assassinated. The Israeli Dimona nuclear project refers to the construction and operation of the Shimon Peres Negev Nuclear Research Center, commonly known as the Dimona reactor, located in the Negev desert near the city of Dimona. Construction of the Dimona facility began in 1958 with significant assistance from France. The reactor became operational between 1962 and 1964. The project was kept highly secretive, and Israel officially maintains a policy of "nuclear ambiguity," neither confirming nor denying the possession of nuclear weapons. (YES, they have them.) • “Officially”, the facility is for nuclear research, but it has been widely reported to be a key part of Israel's nuclear weapons program. —— The heavy-water nuclear reactor is believed to produce plutonium for nuclear weapons, and there are facilities for reprocessing spent fuel rods to extract plutonium. • Israel DOES NOT allow inspections by the International Atomic Energy Agency (IAEA) at Dimona, except that time in 1965. —— declassified documents emerged showing Israel used tactics like installing temporary false walls, or even creating a "fake control room," to mislead US inspectors about the facility's true purpose after JFK kept applying pressure.. 🔴 PROBABLE CAUSE ISRAEL WAS INVOLVED WITH THE DEATH OF JFK When the JFK Files were declassified, I found one of the most stunning admissions to date. Not one reputable news agency reported on it. Why? Mr Angleton, “at that meeting did he raise with you the subject of Atomic technology from the CIA to Israel?” Angleton: “Yes” These documents came from the heavily redacted Church Committee Testimony of James Angleton — showing the CIA’s Secret Role in Atomic Weapons Transfer, Arming Israel with Nuclear Technology Against JFK's Wishes • The unredacted files reveal that Mr. Angleton (CIA), confirms that atomic technology and/or knowledge was transferred to Israel against the wishes of JFK. This provided a clear motive.. and being that it was so heavily redacted, it may be more than just a motive. JFK did not want Israel to have nuclear weapons and took significant steps to prevent it, including diplomatic pressure, demands for inspections, and warnings about the consequences for U.S.-Israel relations. Details of the Transfer: • The unredacted portions (yellow) disclose that the transfer involved not just technology but also knowledge of atomic matters, facilitated through intermediaries (Blue), like scientists (e.g., a Dr. Wilfred) and possibly journalists (e.g., Tad Szulc). Angleton admits to having met with Israeli scientists and officials, including Ben Wells, and discusses the involvement of PLUTONIUM, a key material in nuclear weapons development. • Israeli Nuclear Program: The files indicate that Israel had acquired plutonium for its nuclear program, which aligns with historical knowledge of Israel’s development of nuclear capabilities, particularly through its Dimona reactor. • Angleton expressed concern about the implications of this transfer, noting that it was done clandestinely and that the U.S. government (or at least some parts of it) might NOT have been fully informed. He mentions the need to keep the matter secret and the potential fallout “if it ever became public knowledge”

MJTruthUltra

63,726 次观看 • 1 年前

Scott Nolan (Scott Nolan ) was employee ~30 at SpaceX. He spent over a decade at Founders Fund backing Anduril, Radiant, and Crusoe Energy. In 2023, he went looking for a company enriching uranium domestically. There was none. So he started General Matter (General Matter ). The U.S. once produced 86% of the world's enriched uranium. By 2013 it was zero. Russia filled the gap. China is scaling fast. Meanwhile, every advanced reactor company in America was hitting the same wall: no domestic fuel supply. General Matter is changing that. $900M DOE contract. First facility in Paducah, Kentucky, the exact site where the U.S. last enriched uranium. And just weeks ago in Tokyo, a $2.4B EXIM financing deal to supply Japanese utilities. Why is this important to Japan? Because 70% of Japan's oil passes through the Strait of Hormuz. Because Japan currently imports all its enriched uranium from Europe. Because Japan has been burned by energy dependency in 1941, the 1970s, and right now. One pellet of enriched uranium contains as much energy as 100 barrels of oil. You can stockpile it for years. The energy density alone makes nuclear the most defensible base load option for an import-dependent economy. I sat down with Scott over sushi in Tokyo to talk about all of this. Enjoy. (00:00) Intro (01:17) The $2.4B EXIM Deal (04:43) Why General Matter Had to Be Started (11:51) The Uranium Supply Chain (15:40) SpaceX and Nuclear: The Parallel (19:54) Japan's Energy Security (25:58) Safety Myths and Next-Gen Reactors (31:10) Enrichment Economics (37:18) The SpaceX Approach to Cheaper Enrichment (46:43) Japan Supply Chain Partnership (56:50) Why Peter Thiel Joined the Board (01:02:10) Founders Fund on Japan (01:09:02) Definite Optimism and the Anduril Playbook (01:13:10) General Matter's Culture (01:15:27) Five-Year Scaling Plan
1:18:23

Scott Nolan (Scott Nolan ) was employee ~30 at SpaceX. He spent over a decade at Founders Fund backing Anduril, Radiant, and Crusoe Energy. In 2023, he went looking for a company enriching uranium domestically. There was none. So he started General Matter (General Matter ). The U.S. once produced 86% of the world's enriched uranium. By 2013 it was zero. Russia filled the gap. China is scaling fast. Meanwhile, every advanced reactor company in America was hitting the same wall: no domestic fuel supply. General Matter is changing that. $900M DOE contract. First facility in Paducah, Kentucky, the exact site where the U.S. last enriched uranium. And just weeks ago in Tokyo, a $2.4B EXIM financing deal to supply Japanese utilities. Why is this important to Japan? Because 70% of Japan's oil passes through the Strait of Hormuz. Because Japan currently imports all its enriched uranium from Europe. Because Japan has been burned by energy dependency in 1941, the 1970s, and right now. One pellet of enriched uranium contains as much energy as 100 barrels of oil. You can stockpile it for years. The energy density alone makes nuclear the most defensible base load option for an import-dependent economy. I sat down with Scott over sushi in Tokyo to talk about all of this. Enjoy. (00:00) Intro (01:17) The $2.4B EXIM Deal (04:43) Why General Matter Had to Be Started (11:51) The Uranium Supply Chain (15:40) SpaceX and Nuclear: The Parallel (19:54) Japan's Energy Security (25:58) Safety Myths and Next-Gen Reactors (31:10) Enrichment Economics (37:18) The SpaceX Approach to Cheaper Enrichment (46:43) Japan Supply Chain Partnership (56:50) Why Peter Thiel Joined the Board (01:02:10) Founders Fund on Japan (01:09:02) Definite Optimism and the Anduril Playbook (01:13:10) General Matter's Culture (01:15:27) Five-Year Scaling Plan

James Riney🐠Coral Capital

196,435 次观看 • 2 个月前

Japan Just Built a HouseBot You Control Without Speaking and It Changes Everything! Donut Robotics has officially unveiled its first bipedal humanoid, Cinnamon 1, and instead of focusing on louder voices or bigger motors, the company went in the opposite direction. Silence. Cinnamon 1 introduces what Donut Robotics calls Silent Gesture Control, a system that allows the humanoid to be guided using simple hand and finger movements rather than spoken commands. This approach feels especially well suited for real world environments where traditional voice control falls apart. Busy factory floors. Construction sites filled with constant noise. Even quiet indoor settings where voice commands feel awkward or intrusive. It also opens the door for far more accessible human robot interaction, particularly for users with impairments. While the current Cinnamon 1 hardware is built on an OEM platform, the intelligence driving it is where Donut Robotics is placing its long term bet. The team is actively developing custom Vision Language Action AI that allows the robot to interpret what it sees, understand intent, and respond with physical action. The goal is not just smarter robots, but robots that feel more natural. Even more ambitious is the company’s plan for full domestic production. Donut Robotics has stated its intention to localize both manufacturing and AI development in Japan, reinforcing the country’s reputation for precision engineering and thoughtful robotics design. If timelines hold, Cinnamon 1 units are expected to begin deployment in factories and construction environments by the end of 2026. That puts this humanoid squarely in the category of near term reality rather than distant concept. The takeaway is simple but important. As humanoid robots move out of labs and into daily work environments, the winners may not be the loudest or flashiest machines. They may be the ones that understand us without a word being spoken.
0:31

Japan Just Built a HouseBot You Control Without Speaking and It Changes Everything! Donut Robotics has officially unveiled its first bipedal humanoid, Cinnamon 1, and instead of focusing on louder voices or bigger motors, the company went in the opposite direction. Silence. Cinnamon 1 introduces what Donut Robotics calls Silent Gesture Control, a system that allows the humanoid to be guided using simple hand and finger movements rather than spoken commands. This approach feels especially well suited for real world environments where traditional voice control falls apart. Busy factory floors. Construction sites filled with constant noise. Even quiet indoor settings where voice commands feel awkward or intrusive. It also opens the door for far more accessible human robot interaction, particularly for users with impairments. While the current Cinnamon 1 hardware is built on an OEM platform, the intelligence driving it is where Donut Robotics is placing its long term bet. The team is actively developing custom Vision Language Action AI that allows the robot to interpret what it sees, understand intent, and respond with physical action. The goal is not just smarter robots, but robots that feel more natural. Even more ambitious is the company’s plan for full domestic production. Donut Robotics has stated its intention to localize both manufacturing and AI development in Japan, reinforcing the country’s reputation for precision engineering and thoughtful robotics design. If timelines hold, Cinnamon 1 units are expected to begin deployment in factories and construction environments by the end of 2026. That puts this humanoid squarely in the category of near term reality rather than distant concept. The takeaway is simple but important. As humanoid robots move out of labs and into daily work environments, the winners may not be the loudest or flashiest machines. They may be the ones that understand us without a word being spoken.

The AI Robot Guy on X

257,928 次观看 • 5 个月前

To our community, clients, and partners, We are closing the year with clarity. This has been Brickken’s best year. We began by announcing a 2.5m raise backed by venture capital firms that invested in execution, not noise. We used that capital to do what matters in this industry: ship product, secure strategic distribution, and build infrastructure that institutions can rely on. This year Brickken became an official tokenization provider for ecosystems such as MANTRA | The EVM L1 for RWAs and XDC Network . These are not symbolic partnerships. They are aligned networks with real demand, long term relevance, and a clear path to institutional scale. We chose partners that are building on chain capital markets, and we are building with them. We also delivered the full product stack. • Our web application is live and production ready. • Our white label platform is live for institutions that need brand control and compliant operations. • Our API is live for teams that require deep integration into existing systems. Brickken is not a promise. It is operational infrastructure. That execution turned into measurable traction. We closed the year with 41m in TVL and surpassed 100 active clients. These are real businesses deploying real assets, running real issuance flows, and building long term programs on Brickken . Tokenization is no longer a concept. It is becoming financial infrastructure, and Brickken is already operating in that reality. The market context matters. Crypto markets faced pressure and the BKN token moved with the cycle. That is not unique to Brickken, it is systemic. What matters is how a company performs when conditions are not easy. We stayed disciplined. We kept shipping. We kept onboarding. We protected the long term plan. This is where our community proved its strength. Your commitment is not passive support, it is a strategic advantage. • The token matters because it is part of the ecosystem we are building. • Our clients matter because they validate product market fit with capital and repetition. • Our partners matter because they expand distribution and credibility. Together, this forms a single system built on trust, alignment, and execution. Now to what comes next. 2026 is the year Brickken steps into leadership. We are contributing to the standards that will define the market, including ERC 7943, because leadership belongs to the builders who shape the rules and deliver the rails. Brickken has a voice in this ecosystem, and it is increasingly referenced and followed for one reason: we execute. We have what it takes to lead at scale. • The team. • The know how. • The product. • The treasuries. • The institutional relationships. • The discipline to keep building through any cycle. We always said we wanted to be a tokenization platform. That ambition has matured. Now the objective is unambiguous: To become the tokenization platform. Competitors can keep talking. We will keep delivering. The gap will not close, it will widen. Our goal is singular: unicorn scale built on real infrastructure, real adoption, and long term value creation. Thank you for building this with us. The foundation is complete. The next phase begins now. Edwin Mata CEO and Co Founder Brickken
4:20

To our community, clients, and partners, We are closing the year with clarity. This has been Brickken’s best year. We began by announcing a 2.5m raise backed by venture capital firms that invested in execution, not noise. We used that capital to do what matters in this industry: ship product, secure strategic distribution, and build infrastructure that institutions can rely on. This year Brickken became an official tokenization provider for ecosystems such as MANTRA | The EVM L1 for RWAs and XDC Network . These are not symbolic partnerships. They are aligned networks with real demand, long term relevance, and a clear path to institutional scale. We chose partners that are building on chain capital markets, and we are building with them. We also delivered the full product stack. • Our web application is live and production ready. • Our white label platform is live for institutions that need brand control and compliant operations. • Our API is live for teams that require deep integration into existing systems. Brickken is not a promise. It is operational infrastructure. That execution turned into measurable traction. We closed the year with 41m in TVL and surpassed 100 active clients. These are real businesses deploying real assets, running real issuance flows, and building long term programs on Brickken . Tokenization is no longer a concept. It is becoming financial infrastructure, and Brickken is already operating in that reality. The market context matters. Crypto markets faced pressure and the BKN token moved with the cycle. That is not unique to Brickken, it is systemic. What matters is how a company performs when conditions are not easy. We stayed disciplined. We kept shipping. We kept onboarding. We protected the long term plan. This is where our community proved its strength. Your commitment is not passive support, it is a strategic advantage. • The token matters because it is part of the ecosystem we are building. • Our clients matter because they validate product market fit with capital and repetition. • Our partners matter because they expand distribution and credibility. Together, this forms a single system built on trust, alignment, and execution. Now to what comes next. 2026 is the year Brickken steps into leadership. We are contributing to the standards that will define the market, including ERC 7943, because leadership belongs to the builders who shape the rules and deliver the rails. Brickken has a voice in this ecosystem, and it is increasingly referenced and followed for one reason: we execute. We have what it takes to lead at scale. • The team. • The know how. • The product. • The treasuries. • The institutional relationships. • The discipline to keep building through any cycle. We always said we wanted to be a tokenization platform. That ambition has matured. Now the objective is unambiguous: To become the tokenization platform. Competitors can keep talking. We will keep delivering. The gap will not close, it will widen. Our goal is singular: unicorn scale built on real infrastructure, real adoption, and long term value creation. Thank you for building this with us. The foundation is complete. The next phase begins now. Edwin Mata CEO and Co Founder Brickken

Brickken

11,946 次观看 • 6 个月前

Countries thinking there's going to be a global reset creating a China led world order, as CCP has made everyone believe for years are mistaken. The US has already put in place a sequence of events that is going to prevent this, and put China in its place, starting with the election of Donald Trump - as I had written months before he got elected (attached post). The US has already taken control of Panama canal and Venezuela. It is a matter of time before Cuba and all of South America are in US control. The US also wants Russia on its side and Russia will mostly pivot. It knows about the China influenced US deep state that created the Ukraine war and also removed Trump in 2020. It knows China is quietly taking over Russia's north east and may invade one day. It knows China's partnership with the US was one of reasons for the fall of the USSR. For which China got rewarded with business and tech by the US. Russia will silently pivot to be friendly with the west as soon as the Ukraine war is ended (the old DS is still preventing this influencing Europe against US wishes.) The US is already at work in Iran. Once the regime goes, most of the middle east will be under US control. Nepal, Sri Lanka, Maldives, Pakistan, Bangladesh all have already been prepared to be under US fold. China has lost influence in South Asia. The US is also in control of most of the world's energy except Russia's. It is getting control of all shipping lanes and channels, especially if it exerts control on Greenland, which it is trying and may get, directly or indirectly. Those who can see all these events and connect them can understand what's happening. To think somehow China will be able to break the US hegemony, collapse the dollar without collapsing itself, and upend the world order in its favor is delusional as of now. A delusion created by the China propaganda in the last decade by influencing most of world's mainstream media and infiltrating world's social media. Not just people but many countries are still in this delusion I think. The CCP, of course, is not going to collapse without a fight causing a lot of issues in the world. Now, where this fight will be and how it will be done is anybody's guess. But my opinion has been it won't go for Taiwan. It won't go fight the US directly or indirectly. Which rules out Japan, Phillipines, and Korea. That leaves only India and Vietnam. But Vietnam's own communist party seems more aligned with China now. So that's why I say China will create conflict with India when things start going south at home. Because this conflict is manageable with no risk of US intervention and no threat of India escalating it into a devastating nuclear war as a responsible power. And by using Pakistan, it has a possibility of a limited propaganda win to keep citizens in China supporting the CCP. It already made preparation for this starting a conflict in 2020 during Covid when China was sure everything was going as per plan. It has tested India, found weaknesses and strengths, prepared itself to fill gaps, and is sitting tight for the next move. But whatever move China makes, the US will ensure it gets trapped and weakened. Be it India or Taiwan, be it another plandemic or planned dumping of US treasuries to hit the dollar, China can't escape without issues. Being a single party dictatorship, the political collapse is inevitable one day. India or the US can fight a war, lose some territory or strategic interest to China, the worst that can happen is public disillusionment, protests, a collapse of the govt and a new one elected. Think about this in China's case. This is where it is headed as economic issues hit. And that economic hit and manufactured recession is coming, mostly in the next two years (after mid terms), created by the US by Trump's actions, trade wars, and takeovers around the world.
0:29

Countries thinking there's going to be a global reset creating a China led world order, as CCP has made everyone believe for years are mistaken. The US has already put in place a sequence of events that is going to prevent this, and put China in its place, starting with the election of Donald Trump - as I had written months before he got elected (attached post). The US has already taken control of Panama canal and Venezuela. It is a matter of time before Cuba and all of South America are in US control. The US also wants Russia on its side and Russia will mostly pivot. It knows about the China influenced US deep state that created the Ukraine war and also removed Trump in 2020. It knows China is quietly taking over Russia's north east and may invade one day. It knows China's partnership with the US was one of reasons for the fall of the USSR. For which China got rewarded with business and tech by the US. Russia will silently pivot to be friendly with the west as soon as the Ukraine war is ended (the old DS is still preventing this influencing Europe against US wishes.) The US is already at work in Iran. Once the regime goes, most of the middle east will be under US control. Nepal, Sri Lanka, Maldives, Pakistan, Bangladesh all have already been prepared to be under US fold. China has lost influence in South Asia. The US is also in control of most of the world's energy except Russia's. It is getting control of all shipping lanes and channels, especially if it exerts control on Greenland, which it is trying and may get, directly or indirectly. Those who can see all these events and connect them can understand what's happening. To think somehow China will be able to break the US hegemony, collapse the dollar without collapsing itself, and upend the world order in its favor is delusional as of now. A delusion created by the China propaganda in the last decade by influencing most of world's mainstream media and infiltrating world's social media. Not just people but many countries are still in this delusion I think. The CCP, of course, is not going to collapse without a fight causing a lot of issues in the world. Now, where this fight will be and how it will be done is anybody's guess. But my opinion has been it won't go for Taiwan. It won't go fight the US directly or indirectly. Which rules out Japan, Phillipines, and Korea. That leaves only India and Vietnam. But Vietnam's own communist party seems more aligned with China now. So that's why I say China will create conflict with India when things start going south at home. Because this conflict is manageable with no risk of US intervention and no threat of India escalating it into a devastating nuclear war as a responsible power. And by using Pakistan, it has a possibility of a limited propaganda win to keep citizens in China supporting the CCP. It already made preparation for this starting a conflict in 2020 during Covid when China was sure everything was going as per plan. It has tested India, found weaknesses and strengths, prepared itself to fill gaps, and is sitting tight for the next move. But whatever move China makes, the US will ensure it gets trapped and weakened. Be it India or Taiwan, be it another plandemic or planned dumping of US treasuries to hit the dollar, China can't escape without issues. Being a single party dictatorship, the political collapse is inevitable one day. India or the US can fight a war, lose some territory or strategic interest to China, the worst that can happen is public disillusionment, protests, a collapse of the govt and a new one elected. Think about this in China's case. This is where it is headed as economic issues hit. And that economic hit and manufactured recession is coming, mostly in the next two years (after mid terms), created by the US by Trump's actions, trade wars, and takeovers around the world.

Aravind

431,343 次观看 • 5 个月前

Jim Chanos just made one of the most contrarian calls in the AI infrastructure trade right now (Save this). His argument is simple, the bull case for alternative energy stocks is built on a constraint that is temporary and when it resolves, the valuations collapse. Chanos's core claim is that the United States does not actually have a power shortage but rather has a permitting bottleneck and a turbine delivery backlog. His view is that if AI demand is as large as everyone says it is, those barriers will be cleared within two to three years because the economic pressure to resolve them will be overwhelming. The valuation math is what makes this compelling. Power costs represent only 5 to 7% of a data center's total revenues. Companies trading at 50, 60, or 70 times earnings and 30 to 40 times EBITDA to potentially supply a fraction of that cost line are priced as if they have won a permanent, irreplaceable monopoly on AI power. That is the bet Chanos thinks is wrong and it is hard to argue with the logic and the data partially supports his concern. Close to half of all planned U.S. data center builds in 2026 are projected to be delayed or canceled because the grid cannot deliver power fast enough. Eleven gigawatts of announced data center capacity is sitting frozen in 2026 with no construction underway, purely due to grid access limitations. That sounds like it validates the bull case for energy stocks but Chanos's rebuttal is that this is a bottleneck story, not a shortage story. A structural shortage means elevated prices for a decade, but a bottleneck means prices spike temporarily, smart capital floods in to fix the choke point, and valuations built on that scarcity eventually mean-revert. FERC has already voted unanimously to order grid operators to accelerate data center connections and the regulatory machine is beginning to move in exactly the direction Chanos predicted. Here is where the bear case gets complicated. Bloomberg NEF forecasts more than 106 gigawatts of new data center demand by 2035 and natural gas is the only fuel that can deliver round the-clock baseload power at the speed AI infrastructure requires. Small modular reactor technology is still years from commercial scale, and geothermal remains a niche contributor limited to favorable geographies. The companies trading at 60–70x earnings are not providing guaranteed power at scale but rather are providing optionality on technologies that may or may not arrive when the market needs them. Chanos is likely right on the valuation argument for the most speculative names. Companies at 50x+ earnings supplying a single-digit cost line to a data center are priced for perfection in a market that rarely delivers it. Whether that trade works in 2026, 2027, or 2028 is the harder question and the bottleneck is proving more stubborn than even the bears expected. Milk Road is tracking the power story in full, the bottlenecks, the valuations, and the companies we think are genuinely positioned versus the ones just riding the narrative. Come join Milk Road Pro and get our analysis every day for just a dollar, link below.
2:54

Jim Chanos just made one of the most contrarian calls in the AI infrastructure trade right now (Save this). His argument is simple, the bull case for alternative energy stocks is built on a constraint that is temporary and when it resolves, the valuations collapse. Chanos's core claim is that the United States does not actually have a power shortage but rather has a permitting bottleneck and a turbine delivery backlog. His view is that if AI demand is as large as everyone says it is, those barriers will be cleared within two to three years because the economic pressure to resolve them will be overwhelming. The valuation math is what makes this compelling. Power costs represent only 5 to 7% of a data center's total revenues. Companies trading at 50, 60, or 70 times earnings and 30 to 40 times EBITDA to potentially supply a fraction of that cost line are priced as if they have won a permanent, irreplaceable monopoly on AI power. That is the bet Chanos thinks is wrong and it is hard to argue with the logic and the data partially supports his concern. Close to half of all planned U.S. data center builds in 2026 are projected to be delayed or canceled because the grid cannot deliver power fast enough. Eleven gigawatts of announced data center capacity is sitting frozen in 2026 with no construction underway, purely due to grid access limitations. That sounds like it validates the bull case for energy stocks but Chanos's rebuttal is that this is a bottleneck story, not a shortage story. A structural shortage means elevated prices for a decade, but a bottleneck means prices spike temporarily, smart capital floods in to fix the choke point, and valuations built on that scarcity eventually mean-revert. FERC has already voted unanimously to order grid operators to accelerate data center connections and the regulatory machine is beginning to move in exactly the direction Chanos predicted. Here is where the bear case gets complicated. Bloomberg NEF forecasts more than 106 gigawatts of new data center demand by 2035 and natural gas is the only fuel that can deliver round the-clock baseload power at the speed AI infrastructure requires. Small modular reactor technology is still years from commercial scale, and geothermal remains a niche contributor limited to favorable geographies. The companies trading at 60–70x earnings are not providing guaranteed power at scale but rather are providing optionality on technologies that may or may not arrive when the market needs them. Chanos is likely right on the valuation argument for the most speculative names. Companies at 50x+ earnings supplying a single-digit cost line to a data center are priced for perfection in a market that rarely delivers it. Whether that trade works in 2026, 2027, or 2028 is the harder question and the bottleneck is proving more stubborn than even the bears expected. Milk Road is tracking the power story in full, the bottlenecks, the valuations, and the companies we think are genuinely positioned versus the ones just riding the narrative. Come join Milk Road Pro and get our analysis every day for just a dollar, link below.

Milk Road AI

71,335 次观看 • 21 天前

Jensen Huang just told you exactly which AI bottleneck never goes away and it points directly to one of the best trades in the market right now. He did not say chip bottlenecks are permanent. He said the opposite, more chip capacity is a two to three year problem, more CoWoS packaging capacity is a two to three year problem, and none of the manufacturing constraints currently limiting Nvidia's ability to ship are structural barriers that cannot be solved. What he said is permanent or at least, far harder to solve is energy. You cannot build AI factories, reindustrialize the United States or build robots and next-generation compute without energy and energy does not respond to large purchase orders the way foundry capacity does. It involves regulatory timelines, grid interconnection queues, permitting cycles, and national policy decisions that no single company can accelerate regardless of how much capital they deploy. The US is staring down a 19 gigawatt power gap by 2028, and PJM launched an emergency integration plan earlier this year just to handle current data center load, not future load, current load. Nearly half of the data centers planned for 2026 are already delayed or canceled not because of chip shortages but because of transformer shortages, switchgear backlogs and grid capacity constraints that have nothing to do with silicon. This is the exact environment that makes Nebius a structurally differentiated position. While every other AI cloud buildout is fighting the same power bottleneck Jensen described, Nebius has already secured over 2 gigawatts of contracted power capacity with a 1.2 gigawatt campus in Missouri, another 310 megawatts in Finland and a Pennsylvania site adding another 1.2 gigawatts to the pipeline. Power is the constraint Jensen says no one can shortcut and Nebius has already locked in more of it than almost any independent AI cloud operator on the planet. That power moat sits underneath a $27 billion contracted revenue deal with Meta, a Microsoft partnership ramping to full run rate in 2027, and a 684% year over year revenue growth number that just printed in Q1. The Nebius thesis was always about infrastructure scarcity in a world of accelerating demand, Jensen just confirmed on camera which scarcity actually matters long-term, and it is exactly the one Nebius spent the last two years solving before anyone else was paying attention. Milk Road Pro called Nebius early, has been sitting on a massive gain on the position, and continues to track the infrastructure plays that matter before they become obvious to the rest of the market, come join us at the link in bio/below!
0:32

Jensen Huang just told you exactly which AI bottleneck never goes away and it points directly to one of the best trades in the market right now. He did not say chip bottlenecks are permanent. He said the opposite, more chip capacity is a two to three year problem, more CoWoS packaging capacity is a two to three year problem, and none of the manufacturing constraints currently limiting Nvidia's ability to ship are structural barriers that cannot be solved. What he said is permanent or at least, far harder to solve is energy. You cannot build AI factories, reindustrialize the United States or build robots and next-generation compute without energy and energy does not respond to large purchase orders the way foundry capacity does. It involves regulatory timelines, grid interconnection queues, permitting cycles, and national policy decisions that no single company can accelerate regardless of how much capital they deploy. The US is staring down a 19 gigawatt power gap by 2028, and PJM launched an emergency integration plan earlier this year just to handle current data center load, not future load, current load. Nearly half of the data centers planned for 2026 are already delayed or canceled not because of chip shortages but because of transformer shortages, switchgear backlogs and grid capacity constraints that have nothing to do with silicon. This is the exact environment that makes Nebius a structurally differentiated position. While every other AI cloud buildout is fighting the same power bottleneck Jensen described, Nebius has already secured over 2 gigawatts of contracted power capacity with a 1.2 gigawatt campus in Missouri, another 310 megawatts in Finland and a Pennsylvania site adding another 1.2 gigawatts to the pipeline. Power is the constraint Jensen says no one can shortcut and Nebius has already locked in more of it than almost any independent AI cloud operator on the planet. That power moat sits underneath a $27 billion contracted revenue deal with Meta, a Microsoft partnership ramping to full run rate in 2027, and a 684% year over year revenue growth number that just printed in Q1. The Nebius thesis was always about infrastructure scarcity in a world of accelerating demand, Jensen just confirmed on camera which scarcity actually matters long-term, and it is exactly the one Nebius spent the last two years solving before anyone else was paying attention. Milk Road Pro called Nebius early, has been sitting on a massive gain on the position, and continues to track the infrastructure plays that matter before they become obvious to the rest of the market, come join us at the link in bio/below!

Milk Road AI

21,140 次观看 • 1 个月前