423 Photos and videos
Jun 15
HUGE NEWS for $SMR!
Jun 13
Japan has decided to invest over $65 billion in US-lead SMR projects. They will invest $40 billion in GE Vernova and Hitachi (BWRX-300), and up to $25 billion in NuScale. Article link in reply.
A bit of a shame that no money is invested in non-water SMRs or smaller LWR SMRs.
The 2nd to last paragraph of the article seems to sugget that the US and Japan are giving up on dominating the international large reactor market. Instead, they will focus on SMRs.
Quote:
"Notably, 90% of large-scale nuclear reactors started in the past decade worldwide are Chinese or Russian. The U.S. and Japan plan to counterattack in terms of manpower and technology through joint investments in next-generation SMRs."
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Jun 11
Adding $NOW here is a no brainer, getting it cheaper than President of United States and CEO.
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Jun 1
Added $NEOV under $2, feels like a good bet with energy theme picking up around AI. Recently signed very large LOI for $200M deal, current MC under $100M.
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DROCK STOCKS retweeted
May 20
$ELF š³ Rhodeās massive untapped runway.
ā¢ CEO highlighted that rhode is currently in less than 20% of Sephoraās global store footprint
ā¢ āWe see tremendous opportunity in the coming yearsā for further expansion
ā¢ rhode delivered over $500 million in annualized global retail sales in FY2026 with 80% net sales growth
ā¢ Management remains bullish on overall portfolio white space across brands, categories, and geographies
ā¢ Reinforces significant multi-year revenue acceleration potential from the multi-brand platform
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DROCK STOCKS retweeted
May 21
Hey so $ELF double beat earnings, was up 10% premarketā¦ and now its only up 2% on the day. So simply buy $ELF right now. Seriously right this instant. Easiest money youāll ever make. $200 stock trading at $50 right now. I doubled my $ELF position today!
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May 21
$ELF has now become a core position for me, added heavy today and will continue to add on any dips.
See you at $100
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DROCK STOCKS retweeted
May 21
I just started a new position. Today I started a position in $ELF at $51. $ELF first off is trading at a forward PE ratio of 15. They are going to be growing double digit revenue growth and net income for the next few years. They have huge gains available internationally with 70% of their target sales outside the US. They have huge gains coming in Rhode. They just smashed earnings.
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May 8
Cut $TE on this rip - I am worried about future dilution and will buy again around $5 if we see that. Didn't love my $6 avg - still believe in thesis but it's a long road ahead.
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May 2
Been loading on $TE. I might be last bull left but they are still early in their story.
Very little in the thesis has changed - manufacturing will take time to ramp.
Solar is available now, Nuclear is a decade away.
youtu.be/EJ0bAyIEB20?si=BSlkā¦
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In 2025, global energy demand grew. Thatās normal. Hereās whatās not:
For the first time ever, solar was the largest single source of growth.
āļø Solar: Met >25% of higher demand
And in electricity alone? Solar PV delivered 70% of demand growth.
This isnāt a one-off.
Solar is the most scalable, lowest-cost energy source on Earth. No drilling. No seismic trucks. When you need more, you build more.
Thatās why T1 Energy is committed to building an integrated solar supply chain in the United States. šŗšø
The future runs on solar. After all, thereās a giant fusion reactor in the sky giving it away for free.
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Apr 22
Bullish on $TE.
Understand that what they are doing will take longer than a few quarters to play out.
Know what you own.
youtu.be/_D20Ti8zZgg?si=wdTvā¦
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Apr 22
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