Steffan Szumowski
@UnoMasReactor
I write about the nuclear fuel and reactor development industries at http://NuclearReview.substack.com | Spaces saved in Highlights | Active duty Navy, comments my own
In a Navy school for three weeks, until August 1st. Won’t be posting nearly as much as normal. I got’s learnin’ to do 🤓 The Nuclear Review biweekly will still be posted by July 20th and the Short Report will be posted around July 25th
There’s a relatively quiet rally happening in both #nuclear technology stocks and #uranium mining stocks. Of course, they are related, but often move in different directions. Coverage is sporadic in mainstream business news, but @quakes99 and @UnoMasReactor provide frequent…
As #Uranium sector thermometers $URA and Cameco $CCJ continue to go off-scale🌡️ in a stealth rally with little to no fanfare📈🎺🚫 it seems so bizarre that extremely bullish #Nuclear & Uranium tweets get just a few dozen instead of hundreds of likes & reposts.😴 Amazing!🎩🐰🪄😊
Nuclear regulatory pursuit via DOD looking sooooo good Now it’s time to focus on the hard part Actual building and testing 🤘
We did it Joe
Had a great time talking to nuclear power, timelines, and things to consider for new investors in the public and private space Worth the listen!!
$BWXT is quietly cornering large portions of the nuclear industry So few people understand the moat this company commands in the nuclear fuel chain, supply chain, and reactor development segments *The* Nuclear-Grade Juggernaut
#News: New innovations, new nuclear, new opportunities for our future: Work has commenced to fabricate the reactor core of Project Pele! This microreactor technology is expected to begin producing electricity in 2028. Discover more about this groundbreaking nuclear energy…
✅ Mission Complete ✅ HI-STORM Loading Campaign Wraps Up with Excellence On July 3rd, 2025, the sixth and final HI-STORM was safely placed into storage at a U.S. nuclear plant, completing Holtec’s fourth and final loading campaign at the site. This campaign wrapped up on…
Umm… ¿Que?
It is surprisingly underreported that DoD has its own Loan Programs Office (called the Office of Strategic Capital), and that office now has $200 billion in loan authority.
Could be driving the pop this morning in $OKLO $SMR $NNE $LEU $LTBR There was a good bit of company specific news yesterday and this morning too though
*TRUMP TO SIGN EXECUTIVE ORDERS AT AI SUMMIT AT 5PM ET WEDNESDAY force Masa Son to "invest" $1 trillion this time?
$NNE bought the rights a year or two ago for an electromagnetic pump to move liquid metal through reactor plants Same idea as the pump used on the Seawolf submarine sodium reactor. No rotor to mechanically push the fluid Idea is to use it for both themselves and sell to others
"NANO Nuclear Completes Assembly of its Proprietary Annular Linear Induction Pump Technology Prototype for Critical Test Loop Validation in SBIR Phase III Program" Demonstrates $NNE ability to bring advanced nuclear tech from initial design to construction finance.yahoo.com/news/nano-nucl…
Oklo and Liberty Energy Launch Next-Generation Integrated Power Solution $OKLO Coordinated and managed multi-source power solutions for data centers and other major offtakers
Oklo and Liberty Energy partnering to combine nuclear, gas, and grid services into a single solution for data centers and industrial customers. A next-generation energy model backed by deep operational experience and built for scale. For more important information:…
$GEV is disturbingly unstoppable
$GEV GE Vernova beats by $0.35, beats on revs; guides FY25 revs toward higher end of guidance. Reports Q2 (Jun) earnings of $1.86 per share, $0.35 better than the FactSet Consensus of $1.51; revenues rose 11.1% year/year to $9.11 bln vs the $8.81 bln FactSet Consensus. GE…
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*TRUMP TO SIGN EXECUTIVE ORDERS AT AI SUMMIT AT 5PM ET WEDNESDAY force Masa Son to "invest" $1 trillion this time?
Least favorite headline of the day:
*US NUCLEAR WEAPONS AGENCY BREACHED IN MICROSOFT SHAREPOINT HACK