Charles Norton
@charles_norton1
Contrarian-minded portfolio manager, 25 years in the biz. Student of the markets. Not investment advice. Opinions are my own.
Dallas Morning News: The Texas nuclear energy era is about to begin dallasnews.com/opinion/commen…
GS: Our Speculative Trading Indicator has increased sharply during the last few months. The indicator now sits at its highest level on record outside of 1998-2001 and 2020-2021. The rise in the indicator reflects the elevated recent share of trading volumes in unprofitable…
Nuclear energy is a REALITY thanks to President Trump. foxbusiness.com/politics/nucle…
*NEXTERA ADVANCES CUSTOMER TALKS ON DUANE ARNOLD RESTART
Bob Brackett talks nuclear power and uranium. open.spotify.com/episode/3bmAar…
Let’s talk nuclear energy: the energy-dense, always ON energy source that we've smothered for decades with regulatory red tape. Under the Trump administration, you're going to truly see the launch of the nuclear renaissance. The coming years will be HUGE.
Robert Friedland: “What’s really going on here is that the US wants the metal to be produced in the US, refined [in the US] — and not just copper. Copper is paradigm for probably 30 critical metals.” ft.com/content/bcd9b7…
"Nuclear is certainly a key part of the future … President Trump is all in. His team is all in..." nypost.com/2025/07/07/us-…
*VISTRA GETS OK TO EXTEND PERRY NUCLEAR PLANT OPERATION TO 2046
What went wrong was they got too woke
BP, Once a Hunter in the Oil Industry, Is Now Prey. What Went Wrong? -- @stanleyreed12 #OOTT $BP nytimes.com/2025/07/01/bus…
Its confidential application for construction of four 1-gigawatt reactors, obtained by The Washington Post washingtonpost.com/business/2025/…
PALANTIR JUMPS INTO NUCLEAR ENERGY Palantir just launched a strategic partnership with @TheNuclearCo to build nuclear plants on time and on budget. They'll be embedding their software team with TNC's nuclear engineering and construction teams. Low worksite productivity has…
Palantir 🤝The Nuclear Company. We are proud to partner with @TheNuclearCo to ensure U.S. dominance in the global nuclear energy race.
"...there are a number of utilities that are already evaluating long-term uranium purchases with several others posed to enter the market in the coming months, according to TradeTech." einpresswire.com/article/824890…
Gov. Kathy Hochul said in an interview that she has directed the state's public electric utility to add at least 1 gigawatt of new nuclear-power generation to its aging fleet of reactors wsj.com/business/energ…
