USis10+yearsbehindChinaandIndia.It'snuclearorthelightsgoout.
ByGROK：
BelowistherequestedinformationforLEU,SMR,NNE,andCCJasofMay16,2025,at01:31PMEDT.I’vesourceddatafromavailablewebresults,postsonX,andpriorconversationcontext,whileestimatingwherenecessaryduetogapsinreal-timedata.Allmarketcapsarecalculatedusingthemostrecentsharepricesandoutstandingshareswhereavailable.Notethatene...[
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StanleyDruckenmiller,alegendaryinvestor,isknownforhisdisciplined,macro-driveninvestmentapproach.Drunkenmillerneverhadadownyearinhis30yearsofinvestment.
Basedonavailableinsightsintohisphilosophy,herearehistopfiveinvestmentprinciples,synthesizedfromvarioussources:
1.**FocusontheFuture,NotthePresent**:
Druckenmilleremphasizesanticipatingfuturemarkettrendsandeconomicconditionsratherthanreacti...[
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2025-05-31
###KeyBusinessMoatofHims&HersHealth,Inc.(HIMS)
Abusinessmoatreferstoasustainablecompetitiveadvantagethatallowsacompanytomaintainitsmarketpositionandprotectitsprofitabilityovertime.ForHims&HersHealth,Inc.,aleadingtelehealthplatform,thekeybusinessmoatscanbeidentifiedasfollows,basedonavailableinformationandanalysis:
1.**BrandRecognitionandTrust**:
-...[
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https://www.zacks.com/registration/ultimatetrader/welcome/eoffer/5b8b?f=special&sub=nuclear&edition=2024-E2-33ba687490f561fa374013dc808cf8ff&cid=ec-pfp_conf-pfp_reg_conf-nuclear-ID01-report_link
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TonySeba,alongsideJamesArbib,outlinesavisionfora"StellarSociety"intheirbookStellar:AWorldBeyondLimits,andHowtoGetThere.Thisvisiondescribesafuturecharacterizedbysuperabundance,drivenbytechnologicaldisruptionsinenergy,transportation,food,andothersectors.Theconceptdoesn'trefertoaphysicaldistancebutratherasocietaltransformationenabledbytechnologieslikesolar,wind,batteries,AI,androbotics....[
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今天的重磅消息，我一直很喜欢MichealBurry的特立独行，不人云亦云，坚持当一个非常规的OUTLIER。
注意到MB把最近很火的OSCR也买了（我比他卖的早，我本来就是跟D短期投机玩一下，性质与MB不同）
EL目前的机构持仓情况：
对EL的了解仅限于它家的香水（与我热爱的一款气味相近），用过它家的眼霜。从来没有想过买它的股票，那就来看看：
###KeyBusinessofEstéeLa[
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Dataoninstitutionalshareadditionsfor2025isincomplete,ascomprehensiveinstitutionalownershipreports(like13Ffilings)aretypicallyreleasedquarterly,andQ12025dataisonlypartiallyavailable.BasedonavailableinformationuptoMay15,2025,andfocusingonU.S.-listedAIsoftwarestocks,here’sananalysisoflikelycandidatesforthetopthreewiththemostinstitutionalinterest,inferredfromtrends,analystcoverage,andmarketsenti...[
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在能源股中，计划换/加小核能股。查在核能ETF中，大中小三类能源公司中，SMR（NuScale)是ETF的中型代表。查了SMRpatentaward+当下机构持仓/加仓SMR情况，X上高手分享的TA图，+JHuang，EMusk等人讲话中多次提到的行业需要瓶颈与机会:"Everydatacenterwillbeenergylimited"，+最近加拿大最大的OPG开始大力推广建设（SMR=smallmodularreactor）.在OKLO，NNE与SMR之间，我只能三选一，否则仓位太小无意[
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