CEHymowitz

2.2K posts

CEHymowitz

CEHymowitz

@CEHymowitz

Uranium BULL!

Denver Katılım Mart 2011
207 Takip Edilen99 Takipçiler
CEHymowitz retweetledi
Brad Gerstner
Brad Gerstner@altcap·
Tons of people reaching out w high CAC scores so time for a periodic retweet. Get a CAC for $150 - can save your life. Heart attacks are preventable. We started the @Ctr4HeartAtkPrv bc widespread CACs could save 50k lives per year! 🤍🇺🇸🤍
Brad Gerstner@altcap

This summer on #136 of @theallinpod, I hijacked science corner to discuss heart health. I suggested everybody over 40 do a Calcium CT Scan & if your score is non-zero you should likely be taking a statin. Many have shared ++ stories how this impacted them, so wanted to follow up. Heart disease is the number one killer in the US - accounting for 25% of all deaths. And unlike many causes of death, it is largely preventable. But we do a lousy job of education / prevention - which leads to people learning about the problem after it is too late. So what did I learn, what am I doing, and what are the Besties advising each other? First, data is power. And most of us have bad data. The common refrain I hear when I ask friends over 40 what they are doing to avoid heart disease - “I am good, my cholesterol is low.” And why not? We have been trained by doctors to believe that cholesterol is the magic biomarker that determines whether you will have a heart attack. WRONG. Approx 75% of individuals who experience heart attacks have normal or low LDL cholesterol levels. So it is true that cholesterol plays a significant role in the formation of arterial plaque - but don’t take false comfort in your cholesterol scores - they don’t look inside your arteries. Get a Calcium CT Scan. This is a low dose, non invasive, super simple CT scan of the chest that takes about 5 mins and costs $300-500. It DOES look inside your arteries and tells you much more definitively whether or not you have calcium (aka plaque) that may cause a heart attack. Your doctor may tell you that this is not required since you are healthy & have low cholesterol. Thank them & schedule it anyway - it may save your life. A calcium score (CAC) score of zero means no calcium; 1-10 is considered low, 10-100 moderate, and so on. So what did I find? I am fit (low body fat index), exercise routinely, eat healthy and have had generally low cholesterol with my LDLs slowly going up to 130 in the last couple years (maybe as a result of my protein heavy diet). My CAC was zero in all arteries but 77 or moderate in my LDA (the left descending artery). What next? Fortunately, I was able to learn from two leading cardiologists. What do they do for themselves, their family & friends? They agreed that cholesterol readings alone are an insufficient standard of prevention. Their standard? A CT Calcium Scan over the age of 40 - and if the reading is non-zero, they immediately prescribe a statin under the theory that statins are incredibly safe and reduce future plaque build up by inhibiting a key enzyme in the liver critical to the production of LDL cholesterol. So I immediately started 10 mg of Crestor daily (zero side effects) and within 7 weeks my LDL dropped from 130 to 75 (optimal) with zero changes to diet. The end? For many - yes - and they advised me that this along w staying fit would already make a BIG difference in reducing future plaque build up and avoiding problems. But was there more to learn? Yes. It turns out that not all plaque is equally bad - soft plaque is the most dangerous; intermediate less so, and hardened plaque is good. To learn more I did a Contrast-Enhanced CT Scan - which took about 25 mins and helped visualize different types of plaque. While they saw that most of it was hardened, we leveraged a new technology pioneered by Dr. Jim Min and his company @Cleerlyhealth that is using AI to statistically analyze the pixels in the Contrast CT. The determination was much more precise - 114 units of plaque (below avg for men my age) split evenly between hardened plaque and intermediate plaque. Zero of the soft plaque. Their new goal for me? Zero new plaque by driving LDLs down w/ the use of statins. And over 2-3 yrs seeing the intermediate plaque calcify naturally to hardened plaque so that I am effectively back to zero bad plaque. And the best part - we now have the picture & data to track the progress.

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Uranium Insider
Uranium Insider@uraniuminsider·
@elonmusk How about you advocate for something actually realistic and far more environmentally stewarding rather than your myopic cheerleading of the technology you happen to sell and this so-called "solar future?" Let's crunch some numbers with the help of your darling, Grok. In 2035, let's assume China reaches their goal of 200GW of nuclear, and all existing hydro and wind are in place. Let's assume for the sake of this thought exercise that fossil fuels have been phased out. What would this hypothetical "solar future" look like for just China. For the remainder of their electricity needs to be met with solar PV + battery storage, they will need almost 9,000 TWh of solar PV to meet 2035 projected electricity consumption. Accounting for avg. capacity factor and weather intermittency, this would require up to 20,000 GW of installed capacity, or ~7X of existing total global installed capacity. Just for China. Now, of course you know that the sun isn't always shining, so power for 2/3 of a 24 hour day needs to come from batteries on a sunny day, let alone a single rainy day, a week-long storm, or seasonal fluctuations. Now we're looking at potentially up to 50,000GWh of battery capacity since the grid would hypothetically be ~2/3 solar PV + batteries. Let's then think about an 80+ year lifespan for a nuclear reactor as a comparison. Unfortunately, you're lucky to get 25-30 years out of PV panels and batteries, so you'll have to undergo this unbelievably huge undertaking THREE times over the course of a reactor's lifetime. To give an idea of the mineral requirements of this effort, the Lithium for this battery storage capacity alone will require THIRTY FOUR YEARS of current annual mined Lithium supply. The silver for the PV panels will require 37.5 YEARS of current annual mined silver supply. Now, of course the rest of the world isn't standing still, making the raw material requirements of the above not only unlikely, but actually physically impossible and incredibly environmentally catastrophic. This level of PV buildout will require 5% of the total land area of China – or 476,000 square kilometers...an absolute blight on the landscape and an environmental nightmare. To be clear, I'm not against solar PV or battery storage. Right now, it's a fast way to get some generation online, or in the case of China, to extend their coal reserves. Rooftop solar is great, but also has it's limits due to grid destabilization. But to think for one second that the future should (or even COULD) look like the planet blanketed with panels that need not only replacing every 2-3 decades but support from batteries requiring devastating levels of mineral extraction – is ill-informed and far from desirable, let alone even possible. Calling solar PV "clean energy" is absurd and driven solely by "carbon is bad" myopia. @elonmusk @chamath I respect you both. I would just ask that you both do even a small amount of realistic due diligence on this subject so that your large audiences can better understand not only physical realities, but realistic and optimal paths forward. The conversation around energy conservation is apparently off the table. With this reality, the path forward should not only consider what is "fast" or – according to bullshit LCOE metrics – "cheap," but also what is best for the flourishing of humanity for the next generations and the earth that sustains us all.
Elon Musk@elonmusk

China is moving rapidly to a solar/electric future with very little need for oil or gas

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Symoné B. Beez
Symoné B. Beez@SymoneBeez·
Tech careers are now split into 3 tracks
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mon
mon@moninvestor·
I'm working on my top 10 stocks list for 2026. 1. $IREN 2. $ONDS 3. $HIMS 4. $CIFR 5. $FUBO 6. $SNAP 7. $ZETA 8. ??? 9. ??? 10. ??? This is the list so far. What stocks would you add? 🧐
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X
X@XaviercMiller·
Here’s what I think will happen in NYC under Mahdami. The free buses and government grocery stores won’t happen, they never do. They sound good during campaigns, but collapse under basic math. You can’t run a city on ideas that cost billions and produce no revenue. The only way to make housing affordable is to build more housing. The free market lowers prices, not regulation. Every time politicians try to control rent or force affordability by decree, developers stop building and landlords stop maintaining. Supply dries up, the quality collapses, and the few properties that remain skyrocket in price. Once landlords can’t make a profit, they sell, lose properties, or walk away. Eventually, the government takes over. Taxes will rise to pay for the promises, and the middle class will be the ones shouldering the burden. The rich will relocate, the poor will depend on subsidies, and the productive class will be squeezed from both sides. Thriving businesses are the foundation of any thriving city. When they leave, everything else follows, jobs, schools, grocery stores, stability. Chicago already proved this. Boeing, McDonald’s, Caterpillar, Citadel, nearly 70k jobs, all gone. Now they’re facing billion-dollar deficits, half empty schools and neighborhoods without grocery stores. I saw someone who lived in a rent-controlled apartment in California put it perfectly, he said his landlord could no longer afford maintenance so the pool was filled with dirt, the floors had soft spots, and the foundation ended up cracking. That’s what overregulation does, it destroys quality. People who voted for this will eventually feel the pain but they won’t blame the policies or the politicians, they’ll blame the rich for leaving. This conversation is always difficult because most people simply don’t understand market dynamics or incentives. In a free society, people act in their own self-interest. If you remove profit and reward dependency, productivity dies and the city with it. If you think things are expensive now, just wait until they’re “free.”
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James Woods
James Woods@RealJamesWoods·
Back to Uganda, you smirking reptile.
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Claudia Webbe
Claudia Webbe@ClaudiaWebbe·
Hurricane Melissa - the strongest storm to strike Jamaica in 174 years, with winds of 175 miles per hour and the power to dump 40 inches of rain on a nation of three million souls - is not a natural disaster. It is a crime scene. It is climate disaster
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Beta_Beaker
Beta_Beaker@Beta_Beaker·
So this should be fun, #uranium folks. Please comment. When you do start to sell, what will you invest in next? And why?
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CEHymowitz
CEHymowitz@CEHymowitz·
@quakes99 But where to put your money? These are the multiples predicted by Chatgpt for $150 uranium. Are they correct? This is all an investor cares about. Maximizing returns.
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John Quakes
John Quakes@quakes99·
😊Even on a Sunday there's non-stop bullish #Nuclear news driving a long, intense and sustained #Uranium bull market well into the 2030's & beyond.💥📰🛸 I rest my U #mining #stocks #investing case!🧑‍⚖️💰📈⚛️🌍😄🐂 Good luck with your investments! ☘️🌈🦄 #RideTheNuclearWave 🌊🏄
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CEHymowitz
CEHymowitz@CEHymowitz·
@capnek123 Sorry - i messed up on the last post. I ran this through chatgpt for $150 uranium and these are the multiples it came out with. comments? this is where to put your money.
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CEHymowitz
CEHymowitz@CEHymowitz·
@elonmusk Someone please do Har Yoma. The Temple service. AI is the only way to handle all the slaughtering.
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CEHymowitz
CEHymowitz@CEHymowitz·
@Real_RobN @grok i guess so... by J.J. Carrell, a retired U.S. Border Patrol Deputy Patrol Agent in Charge, during a joint hearing held by the Subcommittee on Border Security and Enforcement and the Subcommittee on Oversight and Accountability, , on November 19, 2024.
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🇺🇸RealRobert🇺🇸
🇺🇸RealRobert🇺🇸@Real_RobN·
THIS IS: One of the most shocking testimonies ever delivered in Congress in United States history. “I state without reservation that the United States federal government under Joe Biden and Kamala Harris is the world's largest child sex trafficking organization in modern history. The probability…that thousands of these children are being raped at this very moment is one hundred percent." "I served in the United States border patrol for twenty four years until I retired as a deputy patrol agent charged in San Diego sector. I worked under five presidential administrations, and only one president secured the border President Donald Trump.” “Border Patrol agents went from working and being supported by the greatest border president in American history… To the worst, president Joe Biden. My last year in the board patrol was Joe Biden's first year in office On his first day in office I watched in disbelief as ninety four executive orders cascaded down from Washington DC obliterating every immigration policy that had been provided the most secure border in America's history. Border agents were forced to carry out unconstitutional orders, and that violated every law in the Immigration Nationality Act President Biden, through Department of Homeland Security Secretary Alejandro Mayorcus, created policy out of thin air, ignored federal immigration law and facilitated the largest mass invasion into America that the world has ever seen.... The United States of America will have spent hundreds of billions of dollars…in four years to fund the needs of over fifty million illegal aliens that populate our nation. Between one in six and one in seven residents in America is an illegal alien. America has suffered the greatest demographic shift in modern history. After serving in the United States Border Patrol for twenty four years... I state with complete certainty that Biden Harris and Myorkas are intentionally strategically, and purposely weaponizing illegal immigration and using it as a tool to fundamentally transform America. Inside this invasion the unspoken evil of child trafficking and more specifically child sex trafficking has flourished. At the end of this current administration, the number of children traffic will have grown to over five hundred and fifty thousand unaccompanied alien children known as UACs.” Death penalty!!
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Moshe Hill
Moshe Hill@HillWithView·
Zohran Mamdani will absolutely move to shut down every single synagogue and Jewish non-for-profit in New York City. I know this because in the Assembly he sponsored a bill that would do that in New York State.
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Best in Dogs
Best in Dogs@BestinDogs·
I need the coolest name! All ideas are welcome!😇🐕
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America
America@america·
Elon Musk and Antonio Gracias reveal shocking chart of new non-citizen Social Security Numbers issued. “This is a mind blowing chart”
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All The Right Movies
All The Right Movies@ATRightMovies·
If you could recommend one B&W movie to a person who dislikes them, what would it be?
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CEHymowitz
CEHymowitz@CEHymowitz·
@MalcolmRaw99915 @KemotArudab So in your opinion, when WILL the price go up and more importantly when will the uranium miners stocks go up. Or is the play to buy enrichment, reactor builders?
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Malcolm Rawlingson
Malcolm Rawlingson@MalcolmRaw99915·
@KemotArudab 2. A fuel order for a reactor ordered in 2025 will not hit the market until 2030. That is why the market does not react today for an order 5 years out. Why would it? SMRs have a faster build cycle, so fuel orders will affect the market 2 to 3 years out.Not now.
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