Global markets are in a phase of sharp correction*and risk aversion. Caution over the unfolding earnings season is combining with persistent worries about the Dollar and slowing growth, pushing the vast majority of sectors lower.

🇺🇸 US Equities (Pre-market)

S&P 500 (Futures) — Moving in a decisive drop, markets are pricing in a strong negative open.

$DJ30 — Sharp decline, dragged down by industrial and financial stocks.

$NSDQ100 — Under heavy pressure, the tech sector is the hardest hit by renewed *risk-offsentiment.

💻 Tech & Growth Snapshot

$NVDA (+1,16%) — Down, the semiconductor sector is under pressure.

$GOOGL (+1,25%) — Down, the Communication Services sector is taking losses.

$AVGO (+2,3%) — Down, the semiconductor complex is negative.

$META (+0,13%) — Down, aligning with the tech sector's weakness.

$MSFT (-0,03%) — Down, the stock is losing ground.

$QBTS (+16,63%) — Sharp correction, speculative stocks are hit by profit-taking.

$RGTI (-1,06%) — Down, following the *new techcorrection.

$TSM (+0,6%) — Down, chip optimism isn't holding against macro pressure.

$RR. (-0,16%) — Down, the industrial sector is weak.

🛍️ Retail & Commerce

$AMZN (+1,02%) — Down, negative sentiment weighs on consumer confidence.

$BABA (+3,86%) — Down, global uncertainties hit Chinese stocks.

$CVNA (+4,36%) — Down, the stock is losing ground.

$SHOP (+2,85%) — Down, retail tech is under pressure.

🇪🇺 Europe & Industrials

STOXX 600 — Decidedly negative*open, global pessimism is hitting Europe.

GER40 — Sharp drop, weakness is widespread.

$LDO (+1,34%) — Down, the defense sector is cautious.

$IBE (+0,16%) — Down, utilities are under pressure.

$OKLO — Down, the new tech stock is seeing profit-taking.

🏦 Banks & Finance

$UCG.MI, $ISP.MI — Down, the banking sector is under global pressure.

$BAMI.MI, $CE.MI, $BPE.MI — Down, Italian banks are giving up ground after the recent isolated rally.

$BBVA.MC — Down, the financial sector is impacted by the *risk-offmove.

$AXP, $V — Down, payment services are affected by consumer spending fears.

💱 Forex

$DXY — The Dollar Index is moving in a solid rally, acting as a haven in this environment.

$EURUSD — Down, the Euro loses ground against the Dollar.

$USDJPY — Up, the Yen is weakening due to the strong Dollar.

💎 Commodities & Precious Metals

$GLD (+0,34%) — Sharp correction, gold is down amid profit-taking after the recent double top (near $4400$).

$BRENT / $WTI — Down, oil is under pressure due to global demand fears.

💰 Crypto

$BTC (+0,83%) / $ETH (+1,43%) — Down, cryptocurrencies are under heavy pressure and aligned with the equity *risk-offmove, testing critical support levels.

In Summary: Caution has turned into fear. Weakness is generalized, with investors retreating from growth assets and even traditional havens like Gold, primarily driven by the strength of the Dollar. Focus remains squarely on $NFLX$ and $TSLA$ earnings, which could set the tone for the rest of the week.

Follow the Analysis:

For daily real-time market insights, *deep dives*, and trading discussions, follow me on X: [https://x.com/ThomasVioli](https://x.com/ThomasVioli)

To copy my portfolio, strategies, and complete trade insights, you can follow me on eToro: [https://www.etoro.com/people/farlys](https://www.etoro.com/people/farlys)

⚠️ Disclaimer:*Past performance is not indicative of future results. Investing involves risks, including the loss of capital.

🇺🇸 USA

$SPX500 — Futures indicate a slight decline, showing loss of momentum after yesterday's rally, driven by negative tech futures.

$DJ30 — Down slightly, affected by the cautious sentiment and renewed Dollar strength.

$NSDQ100 — Under pressure, the tech rally has faded, leading to pre-market weakness.

💻 Tech & Growth Snapshot

$NVDA (+1,16%) — Down slightly (-0.10%), the chipmaker stock is struggling to hold onto yesterday's gains.

$GOOGL (+1,25%) — Down (-0.44%), aligning with the cautious sentiment in the tech sector.

$AVGO (+2,3%) — Up slightly (0.09%), showing resilience in the semiconductor space.

$META (+0,13%) — Down slightly (-0.02%), the Communication Services sector is mixed.

$MSFT (-0,03%) — Up slightly (0.02%), the stock is essentially flat.

$QBTS (+16,63%) — Down (-0.53%), the quantum sector is actively correcting.

$RGTI (-1,06%) — Down (-0.51%), in line with the broader *new techcorrection.

$TSM (+0,6%) — Up (0.80%), showing strong resilience and helping to support the chip sector.

$RR. (-0,16%) — Down slightly (-0.06%), the Industrial/Aerospace stock is mixed.

🛍️ Retail & Commerce

$AMZN (+1,02%) — Up slightly (0.06%), essentially flat, following the mixed tech trend.

$BABA (+3,86%) — Down (-1.99%), experiencing a clear drop, reflecting heavy selling in Chinese stocks.

$CVNA (+4,36%) — Down slightly (-0.06%), losing ground.

$SHOP (+2,85%) — Down (-0.64%), retail tech is under pressure.

⚕️ Health & Pharmaceutical

$LLY (+0,99%) — Up slightly (0.01%), holding up better than the general market.

$HIMS (+2,06%) — Stable (0.00%), in line with the cautious mood.

$INSM (-0,72%) — Stable (0.00%), the biotech sector is mixed.

🇪🇺 Europe & Industrials

STOXX 600 — Opening solidly up, exceeding initial caution (resilience driven by defensive sectors).

GER40 — Up, showing resilience.

$LDO (+1,34%) — Up slightly (0.38%), the defense sector is stable.

$IBE (+0,16%) — Up (0.53%), the utilities sector is in the green, showing defensive appeal.

$OKLO — Down (-0.56%), the new tech stock is experiencing profit-taking.

🏦 Banking & Finance

$UCG (+0,96%) — Up slightly (0.13%), Italian banks are mixed.

$ISP (+0,57%) — Up slightly (0.16%), showing a modest gain.

$BAMI (+0,91%)
$CE (+0,53%) , $BPE (-1,77%) — BPER Banca ($BPE.MI$) is in a massive rally (6.55%), strongly counter-trending the sector; $CE.MI$ is up $1.36\%$.

$BBVA (-0,43%) — Down (-0.81%), showing clear pressure and vulnerability today.

$AXP (+0,98%) — Down (-0.26%), ahead of today's earnings report.

$V (+0,05%) — Down (-0.19%), following cautious sentiment in the payments sector.

$CS (+0,59%) — Up slightly (0.15%), the financial services sector is mixed.

🌏 Asia

$JPN225 — Close in a solid gain, with the Nikkei hitting $50,000$.

$KOSPI — Close mixed/stable, Korean tech holds up.

$HK50 — Up, the index is recovering.

$CHINA50 — Up, tracking positive global sentiment.

💱 Forex

$EURUSD — Down, the Euro loses ground as the Dollar recovers.

$GBPUSD — Down, the Pound is under pressure.

$USDJPY — Solidly up, the Yen is falling as the Dollar makes a strong recovery.

$DXY — The Dollar Index is moving sharply higher, breaking the risk-on sentiment.

💎 Commodities & Precious Metals

$GLD (+0,34%) — Stable (0.00%), gold is pausing after yesterday's correction.

$CDE (-0,31%) — Stable (0.00%), following the gold correction.

$BRENT — Down slightly, oil drops to a 5-month low.

$WTI — Losing ground, in line with Brent.

💰 Crypto

$BTC (+0,83%) — Down, crypto is undergoing a significant correction.

$ETH (+1,43%) — Down, following Bitcoin.

$TRX (+3,39%) — Down, the altcoin sector is negative.

$CRO (+0,98%) — Down, in line with overall negative sentiment.

🚀 Space & New Tech

$RKLB (+5,26%) — Up (2.75%), strong counter-trend move in high-beta growth stocks.

🔎 Deep Dive: The Market Divergence

The key theme today is divergence. US indices futures are soft, but specific European stocks are surging (BPER Banca is up over $6\%$) in a massive counter-trend move, highlighting local corporate strength despite global caution. The New Tech sector is mixed: $TSM$ is surprisingly up, while $NVDA$ is slightly down. The Dollar ($DXY$) continues its strength, penalizing risk assets like Bitcoin ($BTC$), while Utilities ($IBE.MC$) and specific banks demonstrate insulation. Today is a major test with $NFLX and $LMT reporting.

For daily real-time market insights, *deep dives*, and trading discussions, follow me on X: https://x.com/ThomasVioli

To copy my portfolio, strategies, and complete trade insights, you can follow me on eToro: https://www.etoro.com/people/farlys

⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.

🇺🇸 USA

$SPX500 — Futures indicate a decisive surge, with the market attempting to recover losses from last week's banking sell-off.

$DJ30 — Futures in a solid rise, showing generalized risk-on sentiment.

$NSDQ100 — Futures are strongly up, with tech leading the market rebound.

💻 Tech & Growth Snapshot

$NVDA (+1,16%) — Up (0.55%), the stock is leading the semiconductor sector, confirming strong AI demand.

$GOOGL (+1,25%) — Up (0.19%), the stock joins the positive Nasdaq trend.

$AVGO (+2,3%) — Up (0.53%), the semiconductor sector benefits from renewed optimism.

$META (+0,13%) — Up (0.48%), showing a strong recovery after recent weakness.

$MSFT (-0,03%) — Up (0.36%), the stock regains momentum with positive sentiment.

$QBTS (+16,63%) — Strongly up, quantum computing sentiment has turned positive amid the tech rebound.

$RGTI (-1,06%) — Up sharply (3.08%), the quantum sector actively participates in the risk-on move.

$TSM (+0,6%) — Up sharply (2.43%), boosted by optimism in the semiconductor sector.

🛍️ Retail & Commerce

$AMZN (+1,02%) — Up (0.80%), strong pre-market recovery, led by tech.

$BABA (+3,86%) — Down (-0.57%), counter-trending Western tech, affected by Asian uncertainties.

$CVNA (+4,36%) — Up (0.57%), the stock gains ground following the broader market trend.

$SHOP (+2,85%) — Solidly up, retail tech is driven by the general risk-on mood.

⚕️ Health & Pharmaceutical

$LLY (+0,99%) — Up, tracking the general market rebound.

$HIMS (+2,06%) — Stable (0.00%), the stock is steady after last week's volatility.

$INSM (-0,72%) — Stable (0.00%), the biotech sector cautiously joins the rally.

🇪🇺 Europe

STOXX 600 — Opening solidly up, in line with global optimism.

GER40 — Decisively higher, the German market regains momentum.

$LDO (+1,34%) — Stable (0.00%), the defense sector is neutral in this rebound phase.

$$IBE (+0,16%) — Stable (0.00%), utilities are static in a risk-on environment.

$OKLO — Up sharply (1.73%), advanced nuclear technology continues its positive trend.

🏦 Banking & Finance

$$UCG (+0,96%) — Stable (0.00%), Italian banks are trying to establish a base after heavy selling.

$$ISP (+0,57%) — Stable (0.00%), awaiting clearer signals.

$$BAMI (+0,91%) , $CE (+0,53%) , $BPE (-1,77%) — Stable (0.00%), the financial sector shows caution despite the risk-on trend.

$$BBVA (-0,43%) — Stable (0.00%), the Spanish stock is leading the European banking recovery.

$AXP (+0,98%) — Up (0.59%), the payments sector participates in the rebound.

$V (+0,05%) — Up (0.07%), confirming its positive tone.

🌏 Asia

$JPN225 — Close in a solid rise, led by optimism in tech markets.

$KOSPI — Close up, Korean tech drives the index.

$HK50 — Up, tech stocks recover despite BABA's uncertainties.

$CHINA50 — Up, following positive global sentiment.

💱 Forex

$EURUSD — Up, the Dollar is losing momentum in a risk-on phase.

$GBPUSD — Up, the market positively assesses prospects for a stronger economy.

$USDJPY — Down, the Yen is gaining ground.

$DXY — The Dollar Index is showing clear weakness.

💎 Commodities & Precious Metals

$GLD (+0,34%) — Down slightly (0.00%), gold consolidates as investors shift to riskier assets.

$CDE (-0,31%) — Stable (0.00%), tracking the flat movement of gold.

$BRENT — Up, showing signs of demand recovery.

$WTI — Gaining ground, reflecting positive macroeconomic sentiment.

📈 Benchmark ETFs

$VOO (+0,54%) — Tracking $SPX500$ futures higher.

$VGT (+1,21%) — Up (0.00%), reflecting the strength of the technology sector.

$$CSNDX (+0,88%) — Up (0.00%), tracking Nasdaq futures in positive territory.

$BND (-0,31%) — Down (0.00%), reflecting rising yields.

💰 Crypto

$BTC (+0,83%) — Strong recovery, the crypto sector bounces off the bottom and gains ground.

$ETH (+1,43%) — Solidly up, following Bitcoin.

$TRX (-0,83%) — Up (0.00%), the altcoin sector participates in the rally.

$CRO (+0,98%) — Up, in line with overall positive sentiment.

🚀 Space & New Tech

$RKLB (+5,26%) — Up, sentiment for growth stocks suggests a rebound.

🔎 Deep Dive: The Return of Risk-On

The week opens with a decisive "Risk-On" mood. Markets are clearly shrugging off (for now) last week's banking tensions, focusing instead on tech-led growth ($NVDA, $TSM$) and hopes for monetary easing. The strong rally in cryptocurrencies ($BTC, $ETH$) and the weakness of the Dollar ($DXY$) are clear indicators that liquidity is flowing back into riskier assets. European banks ($BBVA.MC$) and the semiconductor sector show unexpected strength, while gold ($GLD$) pauses, confirming the shift in focus from systemic risk to growth opportunities.

For daily real-time market insights, deep dives, and trading discussions, follow me on X: https://x.com/ThomasVioli

To copy my portfolio, strategies, and complete trade insights, you can follow me on eToro: https://www.etoro.com/people/farlys

⚠️ Disclaimer: Past performance is not indicative of future results. Investing involves risks, including the loss of capital.

I'm excited to share an in-depth performance review of my eToro portfolio today. I've analyzed the last 12 months, and the results clearly show that a focused strategy can significantly beat the market.

Here are the final numbers, from October 2024 to today:

• 📈 My eToro Portfolio: +53.63%
• 💻 Nasdaq 100 ($NSDQ100): +24.40%
• 📊 S&P 500 ($SPX500): +16.40%
• 🏭 Dow Jones ($DJ30): +9.78%

As the chart shows, not only did I beat the market, I more than doubled the performance of the strongest benchmark index, the Nasdaq 100! This result is proof that a targeted, high-conviction strategy can make a huge difference.

So, how did this happen? Let's break down the key pillars of my winning strategy:

1. Going Beyond the Benchmark

This year, passively investing in a Nasdaq ETF would have been a great move. But my strategy aimed higher. I focused on specific disruptive stocks within the biggest tech megatrends—names with a higher potential for exponential growth than the giants that dominate the index. This active selection is what created the real performance gap.

2. Using Volatility as Fuel

The chart is honest: during the market correction in April, my portfolio dipped lower than all the indices. That's the price of a concentrated growth portfolio. Many would have sold. I held firm, confident in my long-term thesis. The explosive recovery starting in May proved that patience and conviction were rewarded.

3. Active Selection, Not Passive Investing

These results don't come from just buying an ETF. They require active management: studying fundamentals, understanding the macro environment, and having the courage to invest in innovative companies like $RKLB, $OKLO, and $RGTI before they become mainstream.

4. Understanding the Market Narrative

The indices tell a clear story: tech ($NSDQ100) led the market, while industrial stocks ($DJ30) lagged. My strategy fully embraced this trend, concentrating capital where the real growth was happening.

Conclusion

Beating the market is tough. Beating its strongest sector is even tougher. This +53.63% return demonstrates the power of a focused strategy that accepts calculated risk to aim for extraordinary returns.

I'm proud of these results and will continue to share my journey and analysis with full transparency.

PS: The past is a lesson, not a guarantee. But the strategy remains the same: find the companies that will build our future and invest in them with conviction.

⚠️ Disclaimer: Past performance is not an indication of future results. Investing involves risks, including the loss of capital.

https://www.etoro.com/people/farlys

$SPX500 $NSDQ100 $DJ30

$AAPL (+0,3%)
$MSFT (-0,03%)
$GOOGL (+1,25%)
$AMZN (+1,02%)
$NVDA (+1,16%)
$TSLA (+1,82%)
$META (+0,13%)
$RKLB (+5,26%)
$OKLO
$RGTI (-1,06%)

Really taken off since the start of the year with $TMC (+0,03%) , $OKLO , $BABA (+3,86%) , $PBR (+0,89%) and $ASML (+2,17%) really ripping. $URNJ
$U.UN and other uranium investments have quietly recovered from the sell off after 2023. Cash has sat and behaved nice too.

risk tolerance waned with Oklo since it seemed like the cart got ahead of the horse especially at $20bn USD valuation. Feeling very solid with $TMC (+0,03%) and comfortable with that composition at/above 10% weight.

curious if anyone has suggestions or portfolio management ideas

$IREN (+11,88%)
$META (+0,13%)
$MSFT (-0,03%)
$NBIS (+9,5%)
$EQIX (+0,28%)
$DLR (+2,65%)

ein toller Beitrag von $IREN (+11,88%) auf x (Jim Liu) weshalb ich ihn hier teilen möchte, wirklich sehr gut geschrieben.

A fair skeptical question I’ve been asked on $IREN (+11,88%) is: If $IREN (+11,88%) overplays their hand, could hyperscalers can simply say, “Forget it, we’ll build ourselves.”? The answer is that hyperscalers are definitely acquiring power and building datacenters themselves but that’s still not enough; I will go into detail.

Projections for power shortfalls by 2030, 2035 are huge but seem far into the future, so let’s use 2028: by 2028 there will be a 36GW shortfall (1) (sources provided by number in comments). A general shortfall number seems hand wavy so let’s look at what this shortfall actually means.

1. The first misunderstanding is the assumption that if the all the tech CEOs and US government is aware about this problem then US will fix the shortfall within 1-2 years, after all the US is still the most powerful nation on earth. Well the upper bound for quickly building infrastructure is China. China is adding 290 GW to their grid in 2025 (2). 290 GW is a massive number right? Who needs 3GW from $IREN (+11,88%) when China can add 290 GWs in one year? Well 290 GWs is peak generation - sources like window, solar are intermittent and cannot sustain peak capacity and batteries only smooth out the power curve, not generate more power. With batteries and base generation to smooth it out and accounting for transmission losses, the effective continuous load supplied will be 22% of the peak generation or to 65GW (3). Now 65GW is still alot, so what’s the deal with 3GW? Well you see, the 65GW that came out in 2025 was planned in China’s 14th 5-year plan (4). Although China’s 14th 5-year plan was announced in 2021, the work needed to meet deadlines started in 2017/2018. Now this 65GW was due to their high projections in heavy industry and manufacturing, EVs, air conditioning, etc. China is the country to over builds infrastructure to maintain employment numbers, this is where high speed rail operates at a loss and prime real estate in Tain Fu District Guangzhou to fall 40% due to overbuild. However, in 2018, China never accounted for AI HPC. Even with manufacturing demand and EV adoption slower lower than projections and extra GW allocated to AI HPC, China still faces a shortfall of power for AI HPC (5). Let’s face it, the US builds infrastructure much slower than China, this is not a 2-3 year solvable problem. Even if small nuclear reactors ($OKLO ) first come out in 2028, it will take at least 1-2 years for them to ramp up to fully supply the shortfall.

2. Hyperscalers will never put their GB300s on the Chinese grid for obvious reasons. The 36GW shortfall is for the American grid. So what’s happening in North America? Hyperscalers are trying some uncertain projects like $MSFT (-0,03%) Three Mile Island restart scheduled for 2028 (6) and small modular reactors. Now geeze, $MSFT (-0,03%) has plenty of time until 2028, if one of it’s best plans to get more power in 2028 is to restart Three Mile Island, what kind of plans does it have for 2026 or 2027? $NBIS (+9,5%) 300MW of IaaS is not going to be enough to fulfill demand. You hear that Meta is getting very serious about its AI ambitions. It announce it’s 1GW Ohio DC called Prometheus. Closer inspections shows that the 1GW DC will be powered by Two 200MW natural gas facilities coming up in Q3 2026 and 440MW of solar (7). Solar has a capacity factor of 18%. Meta’s 1GW Hyperion DC has ~480MW of power at this time. You see the short fall? $META (+0,13%) announces it’s 2027 Hyperion DC to have 1.5GW IT Load (2.26GW of generation to get 1.5GW of IT Load), but upon closer inspection the first two gas turbines are expected to come online in 2028 and the third is expected to come online 2029 (8). Now 2028 is actually pretty fast for 2.26GW, how did Meta even secure the deal? It’s paying 3.2B extra for the gas turbines that will be to be owned by Entergy (9) on top of paying all the regular costs for the DC power. If $META (+0,13%) is paying 3.2B of extra cost for 2.26GW in 2028/2029, how much would 2.2GW in 2026 (Childress + SW1) and 3GW by 2027 for $IREN (+11,88%) be? With With xAI’s 1GW Colossus 2 is coming out in 2026, is Meta going pray that it can fill in the power gap for it’s Prometheus, or chill out until late 2028 when Hyperion is ready?

3. In NA, there were $64 billion of DC blocked or delayed in 2024/2025 (10) because the grid simply doesn’t support that much and people don’t want their electricity bills going up. So that’s pushing GPUs DC’s to two hot areas: energy abundant areas like West Texas and behind the grid gas turbines. West Texas is under Ercot and BTC miners taken all the early power capacity area since 2017 and have queue up the power pipeline to 2030. Crusoe and Lancium contracted out its power to Oracle and OpenAI. Everyone else is bragging about their power pipeline in West Texas but there’s not enough power as Ercot will deny over half of power pipelines between now and 2030 (11). IREN does not disclose its power pipeline rumored to be 5-6GW (12) and only public announces the 3GW with interconnect agreements.

4. Now what about gas turbines behind the meter? Isn’t that what xAI did for Colossus 1/2 and what DataOne did for $NBIS (+9,5%) ? Well gas turbines have a wait time of 5-7 years (13). Colossus took their gas turbine from abroad, disassembled it and then is rebuilding it in Mississippi (14). I love $TSLA (+1,82%) mission but let’s be real here: Europe/Japan/China aren’t in excess of power plants and Elon conveniently omitted where the gas turbines came from: it probably came from a 2nd/3rd world country who sold out their infrastructure with the byproduct being their people’s suffering. This isn’t really scalable. DataOne is a spin out as BSO’s GPU data center division who have been in the datacenter business since 2024. DataOne/BSO like $IREN (+11,88%) had the foresight to procure long lead-time items.

5. So now the question is: what does it mean for $IREN (+11,88%) to over play their hand? Has CPU datacenter operators like $EQIX (+0,28%) ($75B), $DLR (+2,65%) ($55B), and many similar sized privately owned operators like BSO overplayed their hand? Why doesn’t AWS, GCP, Azure build more of it’s own datacenters instead of let $75B and $55B market cap “middle-men” develop? The GPU datacenter operator space will undoubtedly be larger than the CPU datacenter operator space and $IREN (+11,88%) will be 2-3x larger than $EQIX (+0,28%) and $DLR (+2,65%) once it’s said and done. And that’s if $IREN (+11,88%) doesn’t move up the software stack.

Sources:

(1)https://x.com/sectorsignals/status/1873257677595484382?s=46&t=5M46IuHFFx0VtfxNNuG8NA

(2) https://www.renewable-energy-industry.com/news/world/article-7018-china-becomes-the-first-country-in-the-world-to-surpass-1000-gw-of-solar-power-capacity

(3) https://makayda.com/blog/what-is-capacity-factor

(4)https://cset.georgetown.edu/publication/china-14th-five-year-plan/

(5) https://www.carbonbrief.org/explainer-how-china-is-managing-the-rising-energy-demand-from-data-centres/

(6) https://apnews.com/article/climate-data-centers-amazon-google-nuclear-energy-e404d52241f965e056a7c53e88abc91a

(7) https://www.inc.com/chloe-aiello/how-mark-zuckerberg-is-going-to-power-metas-new-ai-supercluster-prometheus/91214169

(8)https://www.datacenterdynamics.com/en/news/entergy-obtains-approval-to-construct-three-gas-facilities-to-serve-metas-2gw-data-center-in-louisiana/

(9)https://lailluminator.com/2025/08/20/entergy-meta/

(10) https://www.datacenterwatch.org/report

(11)https://x.com/umbisam/status/1968272986584351104?s=46&t=5M46IuHFFx0VtfxNNuG8NA

(12)https://x.com/fransbakker9812/status/1964911703059238927?s=46&t=5M46IuHFFx0VtfxNNuG8NA

(13) https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply

(14)https://www.datacenterdynamics.com/en/news/xai-importing-power-plant-from-abroad-for-new-memphis-data-center-elon-musk-claims/

Companies involved in SMRs and nuclear/uranium are skyrocketing. Trump, with his pro-nuclear policy, is driving other countries to sign investment agreements in nuclear energy. I have the feeling this is only the beginning.

$OKLO
$LEU (+9,77%)
$SMR
$CCO (+2,99%)