Anyone investing heavily this year??
- Thread starter rph2005
- Start date
shit's almost comical...
Good for him and his wife. Dumbass paid 3/4 million for 600 sq ft as a rental.
Who was he gonna rent that to?“Now I have tew mortgages.”
Yeah, pseudo cac, ya do.
$URA (ETF) and other Uranium stocks running today.Short Article on Uranium and Nuclear - Read it!
The U.S. is deregulating nuclear power and making it easier to build new reactors
New York plans to build America's first major nuclear plant in more than 15 years.
On Monday, New York Governor Kathy Hochul, leader of a state where bureaucracy moves like paperwork through a glue factory, stunned everyone by announcing plans to build America's first major nuclear-power plant in more than 15 years - 1 gigawatt of nuclear power, either in one big reactor or a herd of modular ones.
Why the sudden urgency? Hochul says it's about reliability, affordability and keeping New York attractive - code words for "the lights keep flickering since we closed Indian Point." Also, President Donald Trump recently streamlined nuclear permitting, turning a regulatory logjam into at least a trickle.
But investors see something else: Uranium's getting scarce. Last year, global production was roughly 150 million pounds; reactors consumed 165 million pounds. By 2030, they'll need 230 million pounds, creating shortages as soon as next year. Turns out uranium doesn't grow on trees - who knew?
China plans to overtake the U.S. as the world's largest nuclear-power producer by 2030.
Right now, America's nuclear plants are running on recycled spent fuel rods and leftover Soviet-era nuclear warheads. Yes, you heard that right. Americans are powering their homes with Cold War scraps - radioactive hand-me-downs courtesy of Russia.
How'd the U.S. wind up in this glow-in-the-dark thrift shop? Thank the brilliantly named "Megatons to Megawatts" deal. Since the 1990s, America has agreed to buy uranium fuel made from dismantled Russian nukes. By 2022, Russia was providing about a quarter of the nuclear fuel used in U.S. power plants. Trusting Russia to keep America's lights on - now there's a bright idea.
Looks like someone at the White House finally realized Russian President Vladimir Putin isn't exactly Mr. Rogers, Moscow isn't America's best friend and, given the mess in Ukraine, counting on Russia for nuclear fuel probably wasn't a genius-level strategy. On June 14, Trump jumped in, invoking the Defense Production Act and classifying uranium as a critical mineral.
The order demands quick action: Federal bureaucrats have 10 days to point out promising projects (good luck), and the U.S. Interior Department must cough up lists of uranium-rich federal lands within a month. Meanwhile, the Export- Import Bank must negotiate secure supplies from abroad for home refining. Imagine: Uncle Sam, uranium tycoon.
Financial markets, generally good at sniffing out moneymaking opportunities, have barely priced in these new developments. And that is your chance, because the uranium sector just got greenlit by bipartisan panic about energy independence, strategic competition and that evergreen investment rationale: scarcity.
Speaking of competitors, while America has been busy debating pronouns, pipelines and paperwork, China has skipped ahead by about 15 years. Right now, the Chinese are building 30 reactors - half of the global total under construction - and have plans to overtake the U.S. as the world's largest nuclear-power producer by 2030.
China isn't just laying concrete faster; it's a decade ahead technologically. China is working on all six types of Generation IV reactors, including a molten-salt design that recently was refueled without shutting down. Imagine changing tires on a moving Ferrari, and you'll understand what a feat that is. A 10-megawatt demonstration reactor based on this nifty trick will be online by 2030.
And, being China, they have also cornered a fat slice of the uranium market itself. They are staking claims in Namibia's big three Rossing, Husab and Langer Heinrich mines. China controls almost 30% of Kazakhstan's uranium exports. And just recently, Chinese geologists struck yellowcake gold with 30 million new tons of uranium reserves in Inner Mongolia.
Even better - or worse, depending on where you live - China has cooked up a way to yank uranium from seawater 40 times more efficiently. Forget terrestrial sources; soon China will just vacuum it up from the ocean and bill the rest of the world later.
The contrast with the U.S. could not be sharper. America imports nearly all of its uranium, and domestic mining permits take longer to complete than a Ph.D. in philosophy.
Last month, after eight years of bureaucratic gymnastics, the U.S. Army Corps of Engineers finally gave the green light to Idaho's Stibnite Gold Project. That means America can soon stop importing antimony - a critical mineral that the nation needs to make bullets, missiles, body armor and those specialized alloys that keep nuclear reactors from turning into oversized microwaves.
Trump's recent policy shift is promising, but anyone betting on immediate results from federal agencies probably also bets on the Washington Commanders winning the next Super Bowl.
Climate events, ironically, are only piling onto supply anxieties. Heavy rains early this year shuttered Namibia's Langer Heinrich, forcing its operator, Paladin Energy Ltd. (AU: PDN) (PALAF), to retract earnings guidance.
Uranium is back - not just as fuel, but as strategic leverage.
So here's the investment rundown for your portfolio - seven investments stripped of fluff:
-- For wide uranium exposure, there is the Global X Uranium ETF URA, stuffed with miners, processors and nuclear- adjacent businesses.
-- Pure commodity bulls can buy Sprott Physical Uranium Trust SRUUF, which gives direct exposure minus the hassle of physically handling radioactive elements.
-- Stock pickers who prefer mature companies have Cameco Corp. CCJ CA:CCO - safe enough, large scale, Canada-based. Meanwhile, Kazakhstan's Kazatomprom NATKY KZ:KZAP, the world's largest uranium miner, offers low costs and geopolitical spice, courtesy of Russian and Chinese stakes.
-- American uranium hopefuls include Uranium Energy Corp. UEC and Energy Fuels Inc. UUUU - best positioned to ride the U.S. policy gravy train.
-- Speculators chasing innovation bets can gamble on NuScale Power Corp. SMR - small modular reactors that promise scalability and flexibility. It is risky but potentially transformative.
Investing in uranium now is not a contrarian bet; it is common sense.
America is finally waking up to reality. Nuclear is not optional. It is necessary. Renewable resources are lovely, but the sun sets and wind calms, and power grids hate unpredictability. Nuclear reactors run rain or shine, churning out carbon-free electrons. China figured this out years ago. America is catching up, which means uranium is back - not just as fuel, but as strategic leverage.
New York's nuclear project is important and overdue. The nuclear pivot - fueled by political will, security considerations and sheer necessity - is what savvy investors watch. The uranium sector has not seen a structural tailwind this strong in decades. And when uranium moves, it usually moves dramatically: The last bull market saw prices spike nearly tenfold. The early bird gets the yellowcake.
Investing in uranium now is not a contrarian bet; it is common sense. Nuclear is returning because it must. Investors who see this reality, this confluence of geopolitics, policy, technology and basic economics, have a great opportunity. Nuclear's future is bright. Uranium's is brighter still. The wise investor sees this now, buys now - and enjoys the ride. After all, opportunities this clear come along about as often as common sense in politics - which is to say, almost never.
US Looks to Boost Strategic Uranium Reserve for Nuclear Power
The Trump administration’s top energy official said the US should look to boost its strategic uranium reserve to buffer against Russian supplies and increase confidence in the long-term prospects of nuclear power generation.
www.bloomberg.com
TRUMP: "If your numbers look bad, feel free not to report them until they look better"
I was completely wiped out today. 
aTyr Pharma hits record low as lung disease drug fails in late-stage trial
Sept 15 (Reuters) - Drug developer aTyr Pharma's (ATYR.O), opens new tab experimental drug failed to meet the main goal in a late-stage study for the treatment of a type of lung disease, the company said on Monday, sending its shares plunging more than 80% to a record low.
The drug, called efzofitimod, was being tested for pulmonary sarcoidosis, a condition that causes the formation of small clumps of inflammatory cells called granulomas impacting the lungs and lymph nodes.
Among the 268 patients enrolled, those on the higher 5 mg/kg dose of efzofitimod reduced steroid use to 2.79 mg a day from baseline, compared with 3.52 mg on placebo, a difference that was not statistically significant.
Despite the setback, the company said it saw benefit for the use of efzofitimod and would meet with the U.S. Food and Drug Administration to review the results and determine the path forward.
"Patients start to feel better, and they continue to feel substantially better compared to their placebo counterparts all throughout the year, while maintaining zero to low steroids," CEO Sanjay Shukla said in a conference call.
"I view it as a maintenance therapy that could fit really well into current standard of care," he added.
The company also said more patients on its drug showed withdrawal from use of steroids at 48 weeks.
While the main goal was missed, "we do not believe the door is shut for efzofitimod in pulmonary sarcoidosis with a potential 'green-light' for filing after regulator engagement," said Piper Sandler analyst Yasmeen Rahimi.
Approved treatments for the condition include corticosteroids like prednisone, which are used as the first line of therapy.
Shares of aTyr hit a record low of $1.14.
This Wu tang/Pharma douchebag still has people that will associate with him?
Bro what are you buying when the FED cuts rates?
Damn that is a good question bro
Microsoft Strikes $6 Billion Deal to Rent AI Compute Power in Norway
www.bloomberg.com
Microsoft Strikes $6 Billion Deal to Rent AI Compute Power in Norway
Microsoft Corp. will pay $6.2 billion to rent AI computing power in Norway.
www.bloomberg.com
2pm will tell the story. Im under the impression the cut is baked in already. Nothing really changes if the market doesn't drop at least 5%.
It'll just be another day IMO.
Trying to increase my "dry powder" right now
Have you looked into $RDW?
Yeap. From May...
Nothing has changed. I still think they'll get bought out.
Murky financials for next few quarters, but I still think it’s a good long term play in the space sector
This is why i never trusted bitcoin theres always a scandal like this where you're locked out your wallet with no customer support to help you regain access.
Govt already came to the rescue of Intel dumping money into them, now NVDA is on board too putting $5 Billion into the pot!
You got the MAG Seven touring Europe with Trump. Shows there are some serious tech changes on the way.
This is why I keep pouring money into ETF's, Index funds and I buy as much NVDA stocks I can every month.
NEW YORK (AP) — Nvidia, the world's leading chipmaker, announced on Thursday that it's investing $5 billion in Intel and will collaborate with the struggling semiconductor company.
The two companies will team up to work on custom data centers that form the backbone of artificial intelligence infrastructure as well as personal computer products, Nvidia said in a press release.
Nvidia said it will spend $5 billion to buy Intel common stock at $23.28 a share. The investment, which is subject to regulatory approvals, comes a month after the U.S. government took a 10% stake in Intel.
You got the MAG Seven touring Europe with Trump. Shows there are some serious tech changes on the way.
This is why I keep pouring money into ETF's, Index funds and I buy as much NVDA stocks I can every month.
Nvidia to invest $5 billion in Intel; companies will work together on AI infrastructure and PCs
NEW YORK (AP) — Nvidia, the world's leading chipmaker, announced on Thursday that it's investing $5 billion in Intel and will collaborate with the struggling semiconductor company.
The two companies will team up to work on custom data centers that form the backbone of artificial intelligence infrastructure as well as personal computer products, Nvidia said in a press release.
Nvidia said it will spend $5 billion to buy Intel common stock at $23.28 a share. The investment, which is subject to regulatory approvals, comes a month after the U.S. government took a 10% stake in Intel.
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