TCS @TCSCAP1TAL

“Sometimes you’re earning, sometimes you’re learning™️” PM for TCS Capital. Markets are my 9-5. Also my 5-9. 15 years running New York, NY Joined April 2014

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U.S. Department of Energy @ENERGY

33 minutes ago

6 gigawatts of AMERICAN NUCLEAR ENERGY added to our grid! 🙌 This is the largest U.S. small modular reactor (SMR) deployment program EVER, projected to power 4.5 million homes or 60 new data centers.

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TCS @TCSCAP1TAL

44 minutes ago

We have only contracted 43.5m lbs YTD and prices are going up. When volume increases 500% just to fulfill current demand today price goes up 1>1 with it until supply balances prices. Wake up people there’s only one direction this goes until 2030+

Harry Chris @hchris999

2 hours ago

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Nick Lawson @lawse

8 hours ago

Worth pondering on this from the WNA report at the weekend…. World nuclear capacity is 398 GWe today, rising to 449 GWe in 2030 and 746 GWe in 2040 base case, or 492 and 966 GWe in the bull case with SMRs. #Uranium demand was 67 kt in 2024, doubling to 86–98 kt by 2030 and…

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📐triANGLE INVESTOR @capnek123

22 hours ago

So in the new reference scenario of global #uranium supply & demand there is no "planned mines" until 2030! Combine that with delays, production cuts and who knows what in the upcoming years.

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TCS @TCSCAP1TAL

2 days ago

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Kevin @100baggerhunt

3 days ago

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TCS @TCSCAP1TAL

3 days ago

I know ive been pumping #uranium the last two weeks but other energy sectors are also going to have huge demand increases. #coal was left for dead with the previous administration but it’s coming back to life again. Gorgeous chart with volume accumulation at the right places.…

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TCS @TCSCAP1TAL

3 days ago

A cheaper US dollar as the result of excessive printing and lower interest rates means international companies and commodities appreciate relative to the US. This is bullish for #uranium #gold #china #canada etc.

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TCS @TCSCAP1TAL

3 days ago

Once again buying $urnj $urnm and some miners. Sold a bit of $ura and trimmed some $gdx and $sil Also added some datacenter plays $vrt $vst as my price alerts hit today. “Buy dips in fundamental uptrends™️

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TCS @TCSCAP1TAL

4 days ago

Once again buying the morning dip in $urnm $urnj “Buy dips in fundamental uptrends™️”

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TCS @TCSCAP1TAL

4 days ago

@umesh_gandhi007 @capnek123 Not enough people are talking about the extreme under contracting we are at. Cameco has to buy 10m lbs on spot, and we have only done 43.5m lbs on long term market. In a world where we need to average 250m lbs a year through 2040 to meet current reactor requirements there will be…

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TCS @TCSCAP1TAL

5 days ago

Sold put verticals on $urnm here 44 days exp 52/49 spread

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TCS @TCSCAP1TAL

5 days ago

Reduced 10% of my $gdx $sil positions today. Really nice runs on the year, but showing some signs of over extension. Was overweight long in these as eps growth is >50% for 2025. Reducing slightly and will continue to hold as much long as i can until fundamentals change