Wenn ich oben auf X teilen klicke kann ich mein Depot hier direkt reinposten. Mein Depot: 11.6% | $NOW | ServiceNow, Inc. 8.84% | $NFLX | Netflix, Inc. 7.59% | $META | Meta Platforms, Inc. 6.02% | $TTE | TotalEnergies SE 5.87% | $FTNT | Fortinet, Inc. 5.68% | $STOHF | Equinor ASA 5.55% | $PFLT | PennantPark Floating Rate Capital Ltd. 4.82% | $AGNC | AGNC Investment Corp. 4.31% | $OBDC | Blue Owl Capital Corporation 4.09% | $TTWO | Take-Two Interactive Software, Inc. 3.92% | $UPS | United Parcel Service, Inc. 3.37% | $VAR.OL | Vår Energi AS 3.33% | $MAIN | Main Street Capital Corporation 3.00% | $PFE | Pfizer Inc. 2.90% | $EIPAF | Eni S.p.A. 2.82% | $TRMD | TORM plc 2.57% | $OXLC | Oxford Lane Capital Corp. 2.56% | $BTAFF | British American Tobacco p.l.c. 2.50% | $NONOF | Novo Nordisk A/S 2.37% | $GSL | Global Ship Lease, Inc. 1.68% | $ENB | Enbridge Inc. 1.59% | $4X0.DE | Steyr Motors AG 1.06% | $PITAF | Poste Italiane S.p.A. 0.96% | $NLY | Annaly Capital Management, Inc. 0.95% | $RYCEF | Rolls-Royce Holdings plc http://localhost:3000/raphaeloldfox

巴菲特亲自推荐，传奇价值基金：红杉基金 2026最新持仓分布 共持有33只证券 重仓股 劳斯莱斯： $RYCEF 10.79% Alphabet A 类股： $GOOGL 8.78% Liberty Media C 类股： $FWONK 7.18%、 Eurofins Scientific ： $ERFSF 6.52% 环球音乐集团 ： $UMGNF 6.15% 新增股 SUNBELT RENTALS HOLDINGS INC： $SUNB ZOETIS INC： $ZTS BIO-TECHNE CORP： $TECH 增持股 $SAP 增持434.83% $UMGNF 增持19.6% 减持股 $LBRDK 减持11.43% $TSM 减持18.38% $RYCEF 减持23.04% $AMTM 减持24.32% $META 减持25.38% $CACC 减持65.37% $LBRDA 减持80.70% 完全清仓 ASHTEAD GROUP PLC ： $ASHTF 作为巴菲特亲自推荐的传奇基金，红杉基金的每一次调整都值得我们认真研究 #美股 #WarrenBuffett #价值投资

Loads of my picks having record days. Diversify across a basket and you'd have banked 5 years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE We're at the dawn of the AI era and the space race is only just warming up, Anon. Get your books open and start studying. A reminder while you're at it: don't get talked out of the market, and don't get talked into other people's picks. I missed early Tesla because a normie talked me out of my own thesis. Conviction and sizing is everything — without it you'll paper-hand the first drawdown. Here's a basket to research (I think they will all double in a year, but there's enough names that you could buy them all to diversify). Find the ones that actually make sense to you, then size accordingly (no stupid allocations): › Space: $ASTS $FLY $MDA $RKLB $SATS › Memory: $DRAM $MU $SNDK $WDC, SK Hynix (SK Square if you can), Samsung, Kioxia › Photonics: $LITE $COHR $SOI $SIVE $AOSL › Packaging: $LPK › Industrials: $RR / $RYCEF (look at the MTU offering) › Neoclouds: $DOCN $NBIS Make your own mind up, Anon.

新时代，铀资源与核能现已上升至国家安全层面议题，最近的热点AI的底层是硬件 能源，核能源，大概率是下一波热点，就如孙哥所说，分享一下最近我看到的一些美股行业龙头票 小型模块化反应堆 & 微型反应堆 $XE X-energy $GEV GE Vernova $OKLO Oklo $SMR NuScale $NNE NANO Nuclear $RYCEF Rolls-Royce $BWXT BWX Technologies Uranium Enrichers 铀浓缩企业 $LEU Centrus Energy $ASPI ASP Isotopes Nuclear Fuel Technology 核燃料技术企业 $LTBR Lightbridge $XE X-energy Uranium Producers 铀矿开采生产商 $CCJ Cameco $UEC Uranium Energy $BHP BHP Group $URG Ur-Energy $EU enCore Energy Developers 核电项目开发企业 $UUUU Energy Fuels $NXE NextGen Energy $DNN Denison Mines $ISOU Iso Energy Services and Equipment 核电配套服务与设备厂商 $CW Curtiss-Wright $MIR Mirion Technologies $FLR Fluor $BEPC Brookfield Renewables $GEV GE Vernova $BWXT BWX Technologies Power Producers 电力运营商 $CEG Constellation Energy $VST Vistra $TLN Talen Energy $PEG Public Service Enterprise Group Uranium Nuclear ETFs 铀矿及核能基金（ETF） $NLR VanEck Uranium Nuclear ETF $URA Global X Uranium ETF $URNM Sprott Uranium Miners ETF $NUKZ Nuclear Renaissance/ETF

Uranium and nuclear energy is now a national security issue. Small Modular & Micro Reactors $XE X-energy $GEV GE Vernova $OKLO Oklo $SMR NuScale $NNE NANO Nuclear $RYCEF Rolls-Royce $BWXT BWX Technologies Uranium Enrichers $LEU Centrus Energy $ASPI ASP Isotopes Nuclear Fuel Technology $LTBR Lightbridge $XE X-energy Uranium Producers $CCJ Cameco $UEC Uranium Energy $BHP BHP Group $URG Ur-Energy $EU enCore Energy Developers $UUUU Energy Fuels $NXE NextGen Energy $DNN Denison Mines $ISOU Iso Energy Services and Equipment $CW Curtiss-Wright $MIR Mirion Technologies $FLR Fluor $BEPC Brookfield Renewables $GEV GE Vernova $BWXT BWX Technologies Power Producers $CEG Constellation Energy $VST Vistra $TLN Talen Energy $PEG Public Service Enterprise Group Uranium Nuclear ETFs $NLR VanEck Uranium Nuclear ETF $URA Global X Uranium ETF $URNM Sprott Uranium Miners ETF $NUKZ Nuclear Renaissance/ETF

Heavy moats non-AI disruption list: $TSLA $RACE $HESAY $RYCEF $FLY $ASTS $AAPL $CVNA (to be continued…)

GE Aerospace Vs. Rolls-Royce: Which Jet Engine Maker Is The Better Investment? $GE $RYCEF $RYCEY #stockmarket #stocks #economy seekingalpha.com/article/487…

A List of Nuclear Stocks: Small Modular & Micro Reactors $OKLO Oklo $SMR NuScale $NNE NANO Nuclear $GEV GE Vernova $RYCEF Rolls-Royce $BWXT BWX Technologies Follow for more 10x picks 😈👑

Top Nuclear Stocks: Small Modular & Micro Reactors $OKLO Oklo $SMR NuScale $NNE NANO Nuclear $GEV GE Vernova $RYCEF Rolls-Royce $BWXT BWX Technologies Uranium Enrichers $LEU Centrus Energy $ASPI ASP IsotopesNuclear Fuel Technology $LTBR LightbridgeServices and Equipment $CW Curtiss-Wright $MIR Mirion Technologies $FLR Fluor insiderdashboard.com/

Aston Martin $ARGGY vs Rolls Royce $RYCEF Long term bullish on Aston Martin.

ABD borsasında nükleer alanda işler yapan kaliteli şirketler: 🚷 👑 Oklo ( $OKLO ) Oklo, küçük modüler reaktörler ve mikro-nükleer çözümler geliştiren bir ileri teknoloji şirketidir. 👑 NuScale ( $SMR ) NuScale, küçük modüler reaktör teknolojileri üzerine çalışan bir Amerikan şirketidir. 👑 NANO Nuclear ( $NNE ) NANO Nuclear, mikro reaktör ve küçük modüler reaktör teknolojileri geliştiren bir şirket. Aynı zamanda nükleer yakıt üretimi, yakıt nakliyesi ve uzay uygulamaları için nükleer çözümler üzerinde de çalışıyor. 👑 GE Vernova ( $GEV ) GE Vernova, General Electric’in enerji odaklı bölümü olarak görev yapıyor; özellikle yenilenebilir enerji, elektrik üretimi ve nükleer teknoloji üzerinde çalışıyor. 👑 Rolls-Royce ( $RYCEF ) Rolls-Royce, küçük modüler reaktör teknolojisi geliştiren bir bölümdür. Amaçları, fabrikada üretilebilen, modüler, ölçeklendirilebilir, düşük maliyetli nükleer çözümler sunmak. 👑 BWX Technologies ( $BWXT ) BWX Technologies, nükleer bileşenler, nükleer yakıt ve ilgili hizmetler sağlayan bir sanayi şirketidir. ABD Donanması’nın nükleer reaktör sistemleri için komponent üretimi ve desteği de sağlar. ✅ Nükleer Sektör gelecekte büyük işler yapar mı bilemeyiz. Ama bu şirketler bugünden çalışmalara başladılar. Yatırım tavsiyesi değildir. Bilgilendirme amaçlıdır. #stockmarket #nuclear #hisse #borsa #finansalözgürlük #dividend

💥⚡ 核能板块全景图：谁会成为下一个资本风口？ 随着全球能源转型加速，核能再次走到聚光灯下。从小型模块化反应堆（SMR）到铀生产、燃料技术与电力公司，一整条产业链正被重新定价，资金正在寻找下一个突破口。 🔬 小型模块化与微型反应堆（SMR） 代表企业包括 $OKLO、$SMR、$NNE、$GEV、$RYCEF 及 $BWXT。它们的核心优势是建设周期短、灵活性强，被视为解决能源安全与清洁电力供应的关键路径。尤其是在欧美政策扶持下，SMR 正从概念逐步走向落地。 ⚛️ 铀浓缩与燃料技术 $LEU 与 $ASPI 负责铀浓缩，$LTBR 专注燃料技术。没有上游燃料，核能就无法运行。随着地缘政治加剧，铀供应链的重要性被进一步凸显，这也是资金正在悄然布局的环节。 🛠️ 服务与设备供应商 从 $CW、$MIR 到 $FLR、$BEPC，以及 $ATRL、$ARE 等，加上 $BWXT、$GEV 的双重身份，这些公司为整个核电行业提供工程与设备保障。它们的价值在于“卖铲子”，无论谁是最终赢家，都离不开这些企业。 ⚡ 电力生产商 $CEG、$VST、$TLN、$PEG 等公司通过核电站直接发电并进入电力市场。对于投资者来说，它们更像是稳定现金流的选择，是核能板块里的“防御型筹码”。 ⛏️ 铀矿生产与开发商 上游生产商如 $CCJ、$UEC、$BHP、$URG、$EU、$EFR，开发商如 $UUUU、$NXE、$DML、$ISO 等，直接绑定了铀价波动。若铀价进入上升周期，它们往往是弹性最大的标的。 📊 ETF 投资路径 若不想挑单一公司，也可以通过 ETF 布局，如 $NLR、$URA、$URNM、$NUKZ，覆盖核能 铀全产业链，分散风险同时捕捉整体板块机会。 🔑 资本逻辑 核能已不再只是传统能源的一环，而是被重新定义为清洁能源的重要支柱。SMR 的落地、铀供应链的安全，以及北约等国家对能源自主的需求，共同推动板块热度。 问题抛给你：下一轮行情里，你认为资金会先涌向 小型模块化反应堆，还是 铀生产供应链？ 📬专注解析科技与能源转型的结构性机会，追踪 $TSLA、#AI、#Energy 与下一代战略资源的产业演变。 若你希望提前捕捉从政策驱动到估值重构的全过程，欢迎加入，获取最前沿的趋势解读。 #Nuclear #Uranium #EnergyTransition #CleanEnergy #Investing #OKLO #SMR #CCJ #UEC #ETF #StockMarket

Liberty Energy $LBRT is being Re-rated & here’s why it matters. Most investors still think of $LBRT as an oilfield services company. In reality, it’s becoming a strategic #AI #Nuclear infrastructure play. 🔑 Here’s the setup: $NVDA, $ORCL, $MSFT, and #OPENAI are pouring $100B into data centers. These centers need massive, reliable, 24/7 energy. $OKLO is building advanced nuclear reactors to deliver it - but still awaiting NRC approvals. This is where $LBRT steps in: 5,700 employees (engineers, operators, site specialists). Existing infrastructure & licenses to set up client sites today (gas). Ability to transition those sites to nuclear (Oklo reactors) once approvals are in. 👉 That makes $LBRT the boots on the ground for deploying small modular reactors (SMRs) at scale. The Bigger Picture The nuclear energy basket already includes: SMRs & microreactors: $OKLO, $SMR, $NNE, $RYCEF, $BWXT, $GEV Uranium enrichers & fuel tech: $LEU, $ASPI, $LTBR Uranium producers: $CCJ, $UEC, $UUUU, $DML, $NXE Nuclear power producers & services: $CEG, $VST, $TLN, $CW, $MIR $LBRT belongs right in this basket — not as a legacy energy company, but as the deployment partner making nuclear real for AI. Why It Matters $OKLO already has a $20B valuation — with no revenue yet. Peers like $LEU, $SMR, $BWXT, $CCJ have all rerated higher as the nuclear buildout accelerates. $LBRT’s role — connecting AI demand nuclear supply engineering deployment - positions it for a 5x rerating as the market catches up. In short: $OKLO builds the future reactors. $LBRT deploys, licenses, and integrates them for $NVDA, $ORCL, $MSFT, $OPENAI and beyond. Together, they power the $10T nuclear opportunity. 🗽 Liberty energy 📈 @LibertyFrac @oklo #AI #Nuclear #Energy #DataCenters #SMR #OKLO #LBRT #LEU #SMR #BWXT #CCJ

A list of Nuclear stocks: Small Modular & Micro Reactors $OKLO Oklo $SMR NuScale $NNE NANO Nuclear $GEV GE Vernova $RYCEF Rolls-Royce $BWXT BWX Technologies Uranium Enrichers $LEU Centrus Energy $ASPI ASP Isotopes Nuclear Fuel Technology $LTBR Lightbridge Services and Equipment $CW Curtiss-Wright $MIR Mirion Technologies $FLR Fluor $BEPC Brookfield Renewables $BWXT BWX Technologies $GEV GE Vernova $ATRL AtkinsRealis (CN) $ARE Aecon (CN) Power Producers $CEG Constellation Energy $VST Vistra $TLN Talen Energy $PEG Public Service Enterprise Group Uranium Producers $CCJ Cameco $UEC Uranium Energy $BHP BHP Group $URG Ur-Energy $EU enCore Energy $EFR Energy Fuels (CN) Developers $UUUU Energy Fuels $NXE NextGen Energy $LITM Snow Lake $DML Denison Mines (CN) $ISO Iso Energy (CN) $LAM Lamamide Resources (CN) Uranium Nuclear ETFs $NLR VanEck Uranium Nuclear ETF $URA Global X Uranium ETF $URNM Sprott Uranium Miners ETF $NUKZ Nuclear Renaissance ETF

핵 관련 주식 리스트 ### 소형 모듈 원자로 & 마이크로 원자로 - $OKLO 오클로 - $SMR 뉴스케일 - $NNE 나노 뉴클리어 - $GEV GE 버노바 - $RYCEF 롤스로이스 - $BWXT BWX 테크놀로지스 ### 우라늄 농축 기업 - $LEU 센트러스 에너지 - $ASPI ASP 아이소톱스 ### 원자력 연료 기술 - $LTBR 라이트브리지 ### 서비스 및 장비 - $CW 커티스-라이트 - $MIR 미리온 테크놀로지스 - $FLR 플루어 - $BEPC 브룩필드 리뉴어블즈 - $BWXT BWX 테크놀로지스 - $GEV GE 버노바 - $ATRL 앳킨스리얼리스 (캐나다) - $ARE 에이콘 (캐나다) ### 전력 생산 기업 - $CEG 컨스텔레이션 에너지 - $VST 비스트라 - $TLN 탈렌 에너지 - $PEG 퍼블릭 서비스 엔터프라이즈 그룹 ### 우라늄 생산 기업 - $CCJ 카메코 - $UEC 유라늄 에너지 - $BHP BHP 그룹 - $URG 우라 에너지 - $EU 앵코어 에너지 - $EFR 에너지 퓨얼스 (캐나다) ### 개발사 - $UUUU 에너지 퓨얼스 - $NXE 넥스트젠 에너지 - $LITM 스노우 레이크 - $DML 데니슨 마인즈 (캐나다) - $ISO 아이소 에너지 (캐나다) - $LAM 라마마이드 리소스 (캐나다) ### 우라늄 원자력 ETF - $NLR 반에크 우라늄 원자력 ETF - $URA 글로벌 X 우라늄 ETF - $URNM 스프랏 우라늄 마이너스 ETF - $NUKZ 뉴클리어 르네상스 ETF

A List of Nuclear Stocks: Small Modular & Micro Reactors $OKLO Oklo $SMR NuScale $NNE NANO Nuclear $GEV GE Vernova $RYCEF Rolls-Royce $BWXT BWX Technologies Uranium Enrichers $LEU Centrus Energy $ASPI ASP Isotopes Nuclear Fuel Technology $LTBR Lightbridge Services and Equipment $CW Curtiss-Wright $MIR Mirion Technologies $FLR Fluor $BEPC Brookfield Renewables $BWXT BWX Technologies $GEV GE Vernova $ATRL AtkinsRealis (CN) $ARE Aecon (CN) Power Producers $CEG Constellation Energy $VST Vistra $TLN Talen Energy $PEG Public Service Enterprise Group Uranium Producers $CCJ Cameco $UEC Uranium Energy $BHP BHP Group $URG Ur-Energy $EU enCore Energy $EFR Energy Fuels (CN) Developers $UUUU Energy Fuels $NXE NextGen Energy $LITM Snow Lake $DML Denison Mines (CN) $ISO Iso Energy (CN) $LAM Lamamide Resources (CN) Uranium Nuclear ETFs $NLR VanEck Uranium Nuclear ETF $URA Global X Uranium ETF $URNM Sprott Uranium Miners ETF $NUKZ Nuclear Renaissance ETF

현재 주요 산업 반도체: $NVDA $TSM $AVGO $AMD $STX $PSTG
네트워킹: $CRDO $ALAB $RMBS $ANET $CLS
데이터 센터: $IREN $NBIS $APLD
핀테크: $HOOD $AFRM $SOFI $PGY $NU
부동산: $OPEN $RKT $Z $MHO $TOL $DHI
이커머스: $SE $HOP
항공우주: $GE $KRMN
에너지: $BE $TLN $RYCEF
하이퍼스케일러: $AMZN $GOOGL
희토류: $UAMY $MP $IDR
사이버보안: $YOU $NET
헬스케어: $TEM $ALNY
소셜: $RDDT
소프트웨어: $APP

The leading sectors right now: Semis: $NVDA $TSM $AVGO $AMD $STX $PSTG Networking: $CRDO $ALAB $RMBS $ANET $CLS Data Centers: $IREN $NBIS $APLD FinTech: $HOOD $AFRM $SOFI $PGY $NU Real Estate: $OPEN $RKT $Z $MHO $TOL $DHI E-Commerce: $SE $HOP Aerospace: $GE $KRMN Energy: $BE $TLN $RYCEF Hyperscalers: $AMZN $GOOGL Rare Earths: $UAMY $MP $IDR Cybersecurity: $YOU $NET Health: $TEM $ALNY Social: $RDDT Software: $APP

$RYCEY $RYCEF Rolls-Royce, küçük nükleer reaktör ünitesi için halka arz da dahil olmak üzere finansman seçeneklerini incelediğini söyledi Güzel bir spinoff olur, takip edilmeli mutlaka! Umarım ana hisse yatırımcılarına hisse verilir 😊

Earnings season is almost over. So, here are some of the best earnings reactions this season: FinTech: $HOOD $SOFI $DLO $LMND $PGY $PRCH $BGM Networking: $RMBS $ANET $ALAB $CLS Hyperscalers: $MSFT $GOOGL Data Centers: $NBIS $APLD Software: $PLTR $XMTR Energy: $GEV $RYCEF $GNRC $BWXT Electricals: $AMSC $NVT Cloud: $FFIV Rare Earths: $MP $UMAC Consumer: $CELH $TME $CVNA E-Commerce: $SHOP $SE Social: $RDDT $META Mobile: $APP $LIF Education: $LRN Aerospace: $KTOS