RT Citrini (@Citrini7)Thread(1/2) 🧵We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X.The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers rerating violently. LEU trades at 33x EV/EBITDA. CCJ is >40x.How would you like to buy a regional monopoly on a mandatory intermediate step in nuclear fuel production at 7.5x instead?Enter Solstice Advanced Materia ...