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Nuclear stocks ripping today
LEU +12%, SMR +15%, OKLO +8%
MIR +1% is lagging, but I think it has the best risk/reward of the group.
Why →
1) Picks-and-shovels exposure, not reactor bets
Mirion sells radiation detection, monitoring, and measurement systems used across nuclear facilities. It benefits whether growth comes from SMRs, life extensions, or conventional reactors. No need to guess which design wins.
2) Installed base = recurring revenue flywheel
As reactors run hotter and at higher ...
LEU +12%, SMR +15%, OKLO +8%
MIR +1% is lagging, but I think it has the best risk/reward of the group.
Why →
1) Picks-and-shovels exposure, not reactor bets
Mirion sells radiation detection, monitoring, and measurement systems used across nuclear facilities. It benefits whether growth comes from SMRs, life extensions, or conventional reactors. No need to guess which design wins.
2) Installed base = recurring revenue flywheel
As reactors run hotter and at higher ...
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$ZIM Integrated Shipping (ZIM.US)$ The stock I regret not buying most this year
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$Opendoor Technologies (OPEN.US)$
With the stock down and sentiment shaky, it’s easy to focus on price and noise.
But these two screenshots tell a deeper story about why Kaz Nejatian chose Opendoor.
Glen Coates — now Head of App Platform at OpenAI — publicly thanked Kaz for “literally saving Shopify in 2023.”
That’s not hype. That’s a first-hand acknowledgment from someone who worked alongside him.
At the same time, Kaz turned down multiple top...
With the stock down and sentiment shaky, it’s easy to focus on price and noise.
But these two screenshots tell a deeper story about why Kaz Nejatian chose Opendoor.
Glen Coates — now Head of App Platform at OpenAI — publicly thanked Kaz for “literally saving Shopify in 2023.”
That’s not hype. That’s a first-hand acknowledgment from someone who worked alongside him.
At the same time, Kaz turned down multiple top...
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$Opendoor Technologies (OPEN.US)$ bought 900 shares
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With Micron’s earnings print (a beat that sparked a sharp rally), the U.S. CPI release (a downside miss), and the Bank of Japan’s rate hike (dovish hike![]()
v.s. FED's hawkish cut), the final “super week” of 2025 is finally behind us. And from yesterday’s session and this morning’s pre-market action view, the tech complex is showing early signs of clawing its way out of the hole.
That shift ...
That shift ...
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$Trump Media & Technology (DJT.US)$ Guys don't hold this is empty spike after news you can see all previous news spike we gona go to 11.80
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$Trump Media & Technology (DJT.US)$ i am sitting on $41. please make it 41
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$Trump Media & Technology (DJT.US)$ Lacks fundamentals; be cautious, similar to iRobot.
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