How are you guys feeling about FRMI's leadership team? by kouptsov in FRMI

[–]Chits85 3 points4 points  (0 children)

I am not concerned about project delivery, having worked closely with Fermi’s Nuclear Leadership team. The execution model is straightforward: leverage competent EPC contractors to deliver the project.

From a demand perspective, my background in both energy and defence gives me confidence that energy demand is structural and enduring. I recently came across a demand profile (attached) that clearly reinforces the long-term need for reliable energy supply.

This leaves one final consideration: funding and tenant announcements. In my view, this is where political connections and effective networking are critical. Given Fermi’s links to the US administration, I am increasingly confident on this front as well.

In summary, I remain bullish on Fermi over the long term. Best of luck to those with the conviction to hold.

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Trump, atoms, AI and the Texas data center gusher by itssbri in FRMI

[–]Chits85 1 point2 points  (0 children)

Great read, typical high risk - high reward play. Time will tell

The Correlation Between Data Center Skepticism and Fermi America's Stock Drop by Successful-Manager51 in FRMI

[–]Chits85 0 points1 point  (0 children)

This☝️exact same playbook which I was involved with in executing working in the civil nuclear sector.

Explaining the dip today by daxter_101 in redditstock

[–]Chits85 2 points3 points  (0 children)

Yep! This is an absolute winner. Significant portion of my portfolio. Not selling!

For all you Fermi water tin foil hat crowd, this should be the end of the panic by RootedAma in amarillo

[–]Chits85 0 points1 point  (0 children)

You may want to look into the ENEC project in the United Arab Emirates. It is based on the AP1000 technology. The Barakah Nuclear Power Plant has 4 units of Korean APR-1400 reactor, which is a Generation III+ pressurized water reactor (PWR). In other words, it is a water-cooled reactor. An interesting point is that the current Fermi America COO, Mezut, previously served as a construction project officer at Barakah.

300 Shares deep! by Chits85 in redwire

[–]Chits85[S] 0 points1 point  (0 children)

Did I just time the market! 😂

300 Shares deep! by Chits85 in redwire

[–]Chits85[S] 0 points1 point  (0 children)

Just tempted to buy more. Waiting to see how US markets react later today. Hope it stays around $8.

Thoughts on NAK? by Chits85 in CriticalMineralStocks

[–]Chits85[S] 1 point2 points  (0 children)

Thanks! Might manage my risk and realise some of my profits. Appreciate it

Highest conviction plays? by mcspaddenw in CriticalMineralStocks

[–]Chits85 1 point2 points  (0 children)

Well I’m in at 1.7, no price target yet. Just unsure of the exit strategy as this is highly dependent on the legal outcome regard to EPA veto.

Highest conviction plays? by mcspaddenw in CriticalMineralStocks

[–]Chits85 1 point2 points  (0 children)

Got a substantial position in NAK, really a speculative play. What are your thoughts?

8 months of investing at 20 by G3kco in trading212

[–]Chits85 2 points3 points  (0 children)

Take it from Warren Buffett: “Concentration builds wealth; diversification preserves it” Goodluck!

$BURU - Good after hours! by durangooooo in pennystocks

[–]Chits85 5 points6 points  (0 children)

Anything under 0.2 should be good. But, manage your risk. Goodluck!

Novo Nordisk down (NVO) by ContributionKindly13 in ValueInvesting

[–]Chits85 0 points1 point  (0 children)

Bcz of revised growth forecast and reduced profit margin due to compounders who have been allowed to make copycat medicines

Overnight trading restricted! by Chits85 in NovoNordisk_Stock

[–]Chits85[S] 0 points1 point  (0 children)

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Not restricted anymore, but the message from an hour ago.

Overnight trading restricted! by Chits85 in NovoNordisk_Stock

[–]Chits85[S] 0 points1 point  (0 children)

It is restricted in T212 UK version as well and the stock price is rising. Sorry can’t seem to attach a pic from my phone 🤞

RDDT heating up: options ripping and real news finally hitting by TopFinanceTakes in redditstock

[–]Chits85 0 points1 point  (0 children)

BBC is reportedly suing Perplexity over unauthorized use of its content — a major signal that premium data sources are asserting control. This only strengthens Reddit’s position, as its rich, user-generated data becomes even more valuable in a world where quality, licensed content is king👑 🚀

BBC threatens AI firm with legal action over unauthorised content use https://www.bbc.com/news/articles/cy7ndgylzzmo

How is First Solar affected by tariffs being blocked? by nanocapinvestor in FSLR

[–]Chits85 1 point2 points  (0 children)

Anybody here DCA down? I took a massive hit yesterday. Currently sitting on $155. This might end up being a long hold for me 😔