jroc retweeted
In case you missed it: the nuclear comeback is underway, and Oklo is building it.
A few weeks ago, just after reaching criticality at the Groves Isotope Test Reactor, CEO Jake DeWitte brought @tboypod’s @NickOfNewYork & @jackkramer along for a tour of the facility and to unpack the ideas behind Oklo’s efforts to build a new approach to nuclear.
They cover how fast reactors work, what criticality actually means, why Oklo is investing in fuel recycling technology now, and why the conversation around America’s growing power demand is putting nuclear back at the center of the energy debate.
Catch up here:
youtu.be/CsjoJEZkuGI
jroc retweeted
I like nicotine. In times of travel and little sleep, I rocked gum and pouches.
My wife hates it, so I stopped completely a month ago.
I wasn’t addicted per se, I just really fucking like nicotine. No issues stopping.
However, I don’t need it.
I’ll stick to cocaine.
When Lobo says buy U, I buy. He’s half wolf, half tiger, half #Uranium expert.
Right. And I agree with you. Enriched uranium doesn’t do much for you w/o a reactor to put it in.
Reactors don’t have a shortage of fuel. We have a shortage of reactors. And that’s a much harder problem to solve
jroc retweeted
The hyperscalers have bet big on reactors. Next they'll have to lock up the fuel, and the first one to move gets the last good price.
$UUUU is currently leaning on the $250M Goldman term loan and the $725M DoW conditional financing tied to the VAC/ASM deals instead, which is buying time before they ATM again.
I have good news and bad news for you.
Good news: Energy Fuels has fully depleted its US$250M ATM-program, so no more immediate dilution from that.
Bad news: Given the capex bill, they will likely renew the program sooner or later. That announcement will scare the people and likely leads into a small sell-off.
$UUUU
The way Phong is talking, they’re gonna sell Bitcoin in the near future. Shifting the goal post to BPS gives them ammo to justify a btc sale if it’s “accretive”. This would be the end of $MSTR as soon as they sell a single $BTC.
$MSTR announces Q1 2026 results:
- 818,334 $BTC held
- 9.4% BTC Yield achieved YTD 2026
- $STRC scaled to $8.5 billion in 9 months
- Largest US equity issuer, raised $11.6 billion YTD 2026
strategy.com/press/strategy-…
jroc retweeted
$MSTR announces Q1 2026 results:
- 818,334 $BTC held
- 9.4% BTC Yield achieved YTD 2026
- $STRC scaled to $8.5 billion in 9 months
- Largest US equity issuer, raised $11.6 billion YTD 2026
strategy.com/press/strategy-…
How will STRC perform in a Bitcoin bull market?
1- Less Demand - STRC holders will rotate into Bitcoin/Bitcoin ETF's
2- More Demand - Granny wants in on Bitcoin euphoria & STRC taps new investor pools (Boomer Wave).
3- Same Demand/No change
4- I'm a turtle
0%Less Demand
0%More Demand
0%Same Demand/No Change
0%I'm a turtle
0 votes • Final results
Super Critical Technologies specializes in a different part of the nuclear supply chain: the extraction of uranium and critical metals from seawater. SKBL's strategy is to become a dedicated supplier of critical minerals and nuclear fuels, which aligns directly with SuperCrit 3/4
