Profit with meaning: backing the pillars of the next era— Nuclear × Compute (AI Quantum) × Robotics × SynBio × Crypto. This is my public research log: catalysts, policy shifts, unit economics, and second-order effects. Building a long-term thesis around power, compute, and trust.

Civilization transformation 5-year portfolio built with Claude. Core picks: TEM (precision medicine AI, 83% revenue), AXON (public safety OS, 39%), RKLB (space & defense, $2B backlog). Not investment advice claude.ai/public/artifacts/e…

Calling $NVDA → $CRWV (2026-01-26) “circular” misses the key test: does the capital flow back as GPU spend? If it’s used for power/land/facility expansion to unlock AI-factory capacity, it’s ecosystem scaling—not circular financing.

Honeywell initiated Quantinuum’s IPO process via a confidential draft S-1 submission to the SEC. This is quantum computing moving from R&D headlines to capital-markets price discovery. If it progresses, Quantinuum could become the valuation anchor re-rates $IONQ $QBTS $RGTI

5/6 $LTBR — “advanced fuel” visibility week Lightbridge management presented at Needham (and flagged additional investor events incl. Davos). Watch for: utility/SMR partnerships licensing pathway updates (fuel qualification is the long pole).

4/6 $LEU — HALEU scale-up gets federal money Centrus was selected by DOE for a $900M task order to expand Piketon (Ohio) enrichment to commercial-scale HALEU (and more LEU). This is the bottleneck trade: fuel capacity → reactor deployment velocity.

3/6 $NNE commercialization surface area widened • MOU w/ Ameresco to explore KRONOS deployments on federal commercial sites. • MOU w/ DS Dansuk (Korea) to localize & deploy microreactors in Korea. • RFI issued tied to DOE/NASA Lunar Surface Reactor program (LOKI MMR).

2/6 $OKLO — Meta deal Oklo Meta announced an agreement to support a ~1.2 GW nuclear power campus in southern Ohio. Key nuance: Meta can *prepay for power* and fund early procurement (fuel Phase 1) → de-risking capital & schedule.

Nuclear waste shipping casks have been through a hell of a lot of testing. Now with Red Alert music.

5/ $NNE = high-beta microreactor optionality. Early-stage, high volatility, but partnerships and siting/licensing pathways can re-rate the story fast (for better or worse).

4/ $OKLO = reactor optionality tied to the AI power era. Licensing progress and DOE/INL workstreams matter because repeatable deployment is the endgame—not one-off demos.

3/ $BWXT = the industrial base. Less narrative, more delivery. TRISO fuel delivered for Project Pele is the kind of real milestone that matters when hype fades.

2/ $LEU = the choke point. Advanced reactors run into HALEU supply constraints. When U.S. policy funds domestic enrichment, LEU gets the most direct beta to “fuel chain de-risking.”