Gates said that nuclear would likely be the cheapest form of energy in the long run https://t.co/FzpbQ5c4UY ...

Tonight, the new allegation just three months after those massive American strikes on Iran's underground nuclear facilities. Iran already building another secret site inside a mountain. There is this new report in the Washington Post.It shows a satellite image. This is the pickaxe mountain and it's alleging that right now Iran is building yet another secret nuclear facility. What do you say to this.If they are really telling the truth, we have been we have come to an agreement most recently with the IAEA. T ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the surge in demand for electricity driven by AI advancements [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization [8] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines in the AI sector [9][10] Future Trends - The article discusses the broader trends of onshoring driven by tariffs and the surge in U.S. LNG exports, positioning the company favorably within these developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] Conclusion - The narrative concludes with a strong call to action for investors to engage in the AI investment landscape, emphasizing the potential for significant returns within a 12 to 24-month timeframe [15][19]

I think we want to put these big outsized moves for these different companies in in perspective. Um, do you see this as speculative or is this the time to invest in these kind of stocks because according to our notes here, you don't really see any of these reactors being up and running until 2027. Well, look, uh, Frank, it's going to take a long time to build them.But what we've seen from the Trump administration is an incredibly dynamic push towards nuclear, and we need it based on everything that's happen ...

All right, meantime, let's talk energy because the uranium ETF UR has nearly doubled off its April tariff related lows as this red-hot summer for the space comes to a close. Danny Moses looking forward to one big event. This is not new.You guys have been talking about on the desk. You got people that have been following uranium nuclear now for years and I feel like it's now all coming to a head. So you have the world nuclear symposium in London.I'm sure you'll be there on September 3rd through through the 5 ...