ASP Isotopes is the under-followed pure play on Western HALEU, the fuel next-gen reactors need and that Russia effectively supplies alone. It enriches uranium with lasers rather than centrifuge halls and has fuel-supply MOUs with advanced-reactor developers, while peer Centrus trades several times richer. At $5.55, down 62% from its high, it could re-rate toward the $10s if HALEU contracts convert and enrichment scales. The tech is pre-commercial and it burns cash, so a slip could mean $4. x.com  … Show more

Helium prices can't be manipulated like oil and there is no strategic reserve equivalent, making Air Products, Linde and ASP Isotopes sensible investments for the foreseeable future. Per @KobeissiLetter, Qatar supplies about a third of global helium as a natural-gas byproduct, and the Iran-war shutdown of its Ras Laffan plant is costing the market about 5.2M cubic meters a month with almost no spare capacity. Spot helium prices have tripled, per a linked analysis. x.com  x.com 

HALEU is the binding constraint on the entire advanced-reactor buildout and the West is structurally short of it, so Centrus Energy and ASP Isotopes are two ways to own that chokepoint. Centrus is the only US enricher that has actually delivered first-of-a-kind HALEU, over 920 kg under its DOE contract, now extended through 2026 with options for eight more years, and it is profitable at about a $3 billion market cap. ASP Isotopes is the laser-enrichment challenger scaling behind it. x.com 

ASP Isotopes is an asymmetric bet on HALEU, the enriched uranium fuel advanced reactors need and the West mostly buys from Russia. Its aerodynamic and laser enrichment processes aim for lower cost and faster builds than centrifuges, and TerraPower signed a 10-year deal for up to 150 tons from 2028. The platform also targets Silicon-28, medical isotopes and lithium. Q1 revenue rose 345% to $4.18M, with $290M of cash and investments; HALEU is a Q4 2026 binary, and Centrus is the safer pick. x.com  … Show more

Now is the time to buy big into nuclear stocks, since AI cannot survive long-term without nuclear power and small modular reactors. Bank of America now calls SMRs the most consequential energy technologies of the next 25 years. The 100x-potential picks are NuScale, Oklo, ASP Isotopes, X-Energy, Nano Nuclear, Lightbridge and Centrus, with Constellation Energy, Cameco and BWX Technologies as honorable mentions and nuclear and uranium ETFs as broader options. x.com 

AMD is leading semiconductors and could reach $650 in the next three months, as Q4 should be a strong push for the sector. Its mean reversion off $440 a few weeks ago shows it wants to go much higher. The $565–530 zone is the level to watch for a break and flip into support. x.com 

AXT remains a vital InP substrate bottleneck, and keeping some exposure makes sense because a ton of AI capex flows directly to it, though much is priced in. Transceivers moving from 800G to 1.6T and 3.2T need lasers built on InP substrates, which AXT and Sumitomo supply; demand exceeds supply even as AXT doubles capacity by end-2026. Management sees CPO inflecting late 2027 and beyond. Earnings should improve as backlog converts, though another parabolic move looks unlikely. x.com  x.com 

Qnity Electronics is a picks-and-shovels way to invest in AI without picking which chipmaker wins, because it supplies the materials chipmakers consume throughout manufacturing. Its photoresists, CMP pads and slurries, packaging and thermal materials, Kapton films and specialty chemicals are consumables replenished as wafers move through fabs, creating recurring demand across a diversified customer base. Risks include chip spending cycles, intense competition and geopolitical exposure in Asia. … Show more

Oklo is a lottery-ticket bet on near-term nuclear catalysts: its Groves isotope test reactor in Texas due on July 4, 2026, Trump's push for nuclear power and a partnership with Nvidia. Its fundamentals are mediocre, so the position should stay small. x.com