Kody Rogers

Bull thesis for $ASPI @ASPIsotopes A three-sector, integrated company. ✅Energy - Nuclear. ✅Technology - Silicon. ✅ Healthcare - Radioisotopes. Let's break down each one:

$ASPI ..expects to begin shipping enriched Silicon‑28 in August. This marks a critical turning point: moving from development to commercial delivery. Eyes on execution. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..Today’s $60M raise at $8/share brings non-retail capital without the overhead of a full secondary offering. Proceeds likely fund near-term operational scale-up; potentially accelerating timelines on enrichment capacity & customer contracts. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..priced a $60M offering at $8.00/share to a single institution above the last offering at $6.65 in June. This reflects increased institutional confidence & strengthens the balance sheet without the discount often seen in public offerings. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..market trying to shake shareholders. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..they're trying to suppress price again. You notice it by the choppy sell down. ..matter of time. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..For my chartists/techies. @ASPIsotopes tagged it's weekly moving average twice yesterday & immediately bounced higher. ..above the average? Uptrend in tact. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..working with the U.S. Department of Energy & private sector partners on a U.S.-based isotope facility. This could unlock DOE grants, CHIPS Act incentives, & long-term defense contracts. Watch this space. $OKLO $SMR $NNE $NVDA $MSFT

Tight float. Low market cap. Big torque. $ASPI is set for a JSE dual listing which opens the door to a whole new investor base. The equity price moves fast when news hits. It's not one to ignore. $ASPI $OKLO $SMR $NNE $NVDA $MSFT

The U.S. relies on China & Russia for critical isotopes used in quantum computing, medicine, and defense. $ASPI is building a domestic supply chain — and solving a national security issue in the process. A strategic play hiding in plain sight. $ASPI $OKLO $SMR $NNE $NVDA $MSFT

$ASPI The @ASPIsotopes Iceland facility will be its first outside South Africa, adding geographic diversity, flexible isotope switching, & a direct pipeline into high-demand Western markets. $OKLO $SMR $NNE $NVDA $MSFT

The Iceland project uses a joint-venture model: $ASPI supplies the tech, while partners bring the capital. This reduces dilution risk & accelerates global expansion. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..building a new isotope enrichment facility in Iceland, targeting 2025–2026 production. The site will run on renewable energy & support multiple isotopes, including Silicon‑28 & Zinc‑68, key for quantum tech and medical imaging. $OKLO $SMR $NNE $NVDA $MSFT

After a massive breakout on high volume, $ASPI printed a textbook shooting star today—often misunderstood as bearish, but in strong uptrends, this can mark a healthy pause before continuation. Eyes on tomorrow for confirmation. Uptrend intact. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..Same is true, only better.

LOL. Love our $ASPI trading group. $SMR $OKLO $NNE $NVDA $MSFT

$ASPI Time is on our side. As we accumulate at higher prices, there becomes a greater belief in the long-term vision of what @ASPIsotopes produces. Price spikes higher & with it goes the average long-term investor rate. As price sells, LT holders don’t change. $OKLO $SMR $NNE

$ASPI ..topped $11.00 premarket, which is why we sold HARD today. Thanks to increased interest, the equity stock price rebounded quite nicely. It’s a buy/hold through the week! $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..scaling enrichment production will be closely scrutinized in the Q2 report. Volume, margins, and forward guidance will tell us if operations are translating to value. $OKLO $SMR $NNE $NVDA $MSFT

Watch for confirmation that $ASPI closes the Renergen acquisition. That integration could unlock additional upstream materials control and long-term cost advantages. $OKLO $SMR $NNE $NVDA $MSFT

$ASPI ..August delivery milestone is key. Silicon‑28 shipments will test demand and mark their first true revenue-generating moment. Customer follow-through and pricing will matter. $OKLO $SMR $NNE $NVDA $MSFT