Feb. 4 at 2:58 PM
$IMSR $LTBR $OKLO I think the reason nuclear is getting backhanded so hard lately is because it is an "off-play"-- a speculation upon AI (which is, itself, believed by many to be a 'bubble industry' at this time.) The thesis goes like this: "Data centers will need massive amounts of power, and to get massive amounts of power, we need nuclear." But we don't have the need for it **right now**; we don't even have deployment capability right now, and re-regulating + deployment takes forever. Therefore, despite the current admin being nuclear-bullish, nuclear therefore represents an ultra-long hold-- with no possibility of instant book profit. This is lethal to retail investors in a hot market, who need immediate returns are needed just to keep up with inflation. It is not attractive at all to them, and the recent explosion of internet gambling serves as proof to my thesis. Any real returns, positive news, etc... are immediately being priced in and sold off over the following weeks.
