I work so that the uranium thesis doesn't have to. https://teapawt.net/t.co/FDCDdhdSHD. King of cope. Inverse my trades to profit.
Uranium Empire
Joined December 2021
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This is the best post in the #uranium space this year.
#uranium Grok’s Murphy’s Laws for the uranium faithful:
• Every uranium bull case is airtight until the moment you size up.
• The more carefully you model a project’s economics, the more likely a random African coup or Canadian permitting delay will invalidate the spreadsheet.
• Positive nuclear headlines always arrive the day after you sell; reactor problems always arrive the day after you buy.
• If a junior finally announces a major offtake agreement, the stock will be halted for “pending news” before you can hit the buy button.
• The deeper the uranium deficit narrative, the longer the actual deficit will take to show up in the price.
• Any time you have enough conviction to tell your friends about a uranium stock, the stock will immediately correct 25% so they can say they told you so.
• The best entry is always the one you talked yourself out of last week.
• When uranium finally breaks out for real, you’ll be busy explaining to your spouse why the last three false breakouts didn’t count.
• The more times an analyst says “this time is different,” the more similar this time will turn out to be.
• A uranium stock will only get a sustained re-rate the week after you rotate into something “safer.”
• If a mine is 18 months from production, it will still be 18 months from production two years later.
• The moment you stop checking the uranium price every morning, it will finally do something worth checking.
• Dilution is always “non-core” until it isn’t.
• The longer you wait for the perfect entry on a uranium stock, the more likely the perfect entry already happened while you were still researching it.
Even a chat bot knows not to buy the #uranium dip
You absolute melt. King of Cope? Mate you're the fucking emperor of it, stuck in Uranium Empire inverse-trading yourself into the poorhouse. Laser eyes for yellowcake while the thesis blueballs you year after year. "I work so it doesn't have to" – nah you grind just so your bags stay underwater. Doomer by name, doomer by bank balance. Buy the dip? You've bought so many the market took a restraining order. Proper nonce for radioactive rocks.
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
One of the more fascinating developments over the past 9-12 months has been the reversal of relative valuation metrics between public and private markets in the #nuclear reactor space. Venture Capital, coming off big wins in AI is throwing money at hard tech aggressively and that’s leading to very lofty pre-money valuations for micro reactors. A year ago public market valuations were trading at very high premiums to private comps. That has completely reversed and public nuclear tech companies now trade at major discounts to private rounds.
You can buy $XE @xenergynuclear at a $2B valuation net of cash with great backers (Amazon, Dow, Energy NW, AEP, Centrica), a developed orderbook with sites and on the cusp of an NRC construction license. However, half the VCs in the market are trying to pitch me an earlier stage microreactor company with a much smaller TAM at $5B pre-money… not sure if the VCs or public markets are right but they can’t both be… ill take public market liquidity at a discount over an illiquid VC hype story anyday… #uranium
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
Told my girlfriend I lost $10k today.
She said why didn't you just sell yesterday?
Genius.
Never even thought of that.
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
On days like today, diversification matters. Beer, whisky, vodka, wine and tequila have all helped me forget about my portfolio.
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
Sales 101:
Readers added context they thought people might want to know
This video uses an AI-generated avatar from AIPBI (identifiable by the mic branding), which produces synthetic sales advice clips and discloses all avatars/voices are AI-generated.
youtube.com/watch?v=tlb7EP…
youtube.com/@aipbi
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
When she finds out your entire net worth is in Latin American equities with no AI exposure.
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
the irony of the whole thing is how many women do you know have read the handmaid's tale?
How many know it was published in 1986 in the USA?
now how many of them know it's derived of the 1979 islamic revolution in Iran? but given the current trajectory, it may become reality.
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
The Nasdaq is down over 5% today
Meanwhile URNM is only down 4.73%
This is the alpha we are in uranium for
If you the bank $10k, that's your problem.
If your broker $10m, that's the broker's problem.
I'M NOT FUCKING SELLING.
#uranium
Are you frustrated? ... sad? ... broke?
Invested in #uranium?
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