SJ⚕️ @sjletsgo

falls rd to wall st West Bfast Joined September 2016

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SJ⚕️ @sjletsgo

a week ago

Patience is the ultimate attribute of every great investor. $ASPI

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SJ⚕️ @sjletsgo

2 weeks ago

All the $ASPI boys are back in town … I’m strapped in for takeoff captain 🫡 Idgaf what your politics, race, religion, or creed is - if you holding isotopes, we blood brothers 🩸 LFG

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SJ⚕️ @sjletsgo

2 weeks ago

investingnews.com/china-uranium-… Strategic steps forward in procuring uranium supply in the East

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SJ⚕️ @sjletsgo

2 weeks ago

Retail investors when the markets get choppy

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This will be genuinely mind blowing if it happens. How long would it take for this level of cash injection into the M2 supply to be reflected in the CPI index? A few years? Maybe post 2028? It’s gonna be a bumpy ride - long term bullish on gold, short to medium term equities…

The Kobeissi Letter @KobeissiLetter

2 months ago

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SJ⚕️ @sjletsgo

2 months ago

In relation to China’s Tencent’s new Hunyuan A13B model that has been open sourced. I like the move towards more efficient and decentralised models to run on local compute rather than ever increasing GPU costs. We ran 10-20 LLM powered OCR extractions using Qwen 7B and it…

Nelly; @nrqa__

2 months ago

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SJ⚕️ @sjletsgo

3 months ago

Thesis: SMRs are critical to the post-carbon AI data economy. Timeline: First commercial use in 2028–2030. Roadblock: HALEU supply, permitting. Rolls Royce are in the SMR party. cityam.com/rolls-royce-sh…

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SJ⚕️ @sjletsgo

3 months ago

999 someone call the poleece $ASPI

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Meltem Demirors @Melt_Dem

4 months ago

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

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SJ⚕️ @sjletsgo

3 months ago

$9 !!! $ASPI

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SJ⚕️ @sjletsgo

3 months ago

When the clock strikes 4, the isotopes will churn inside the separator and the separation will occur. Paulus Manus will rise in spirit form and say an ancient prayer to drive the price even higher. Long live the isotopes. Special spells incoming. $ASPI

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SJ⚕️ @sjletsgo

4 months ago

$ASPI I love the thesis. Huge commercial potential, novel IP, huge market demand in critical civilizational industries (semiconductors, energy, healthcare) with economic and geopolitical pressure in their favour. My fav company to own. Disclaimer: 50%+ of my portfolio