Aleem Fidai | CEO @ Senergy Capital

🇨🇦 Canada hasn't built a new nuclear plant in 30 years. Today the pipeline includes six+ serious SMR (“Small Modular Reactor) programs across four provinces. It’s the largest nuclear build cycle Canada has attempted since the 1980s. This doesn't even take into account the potential for the major AP1000 reactors also under consideration. And Canada isn't the only one. Other countries are curious and SMRs and more politically amendable to the public. You could say they're the only real 'out' for the colossal energy needs incoming. State of nuclear SMRs in Canada. 👇 Might want t bookmark. You're going to be hearing more about them. We'll dive into these more later.

Kevin O’Leary thinks the highest paying job right now is customer acquisition on social media “I used to pay those guys $48,000, now I’m paying them $250,000 because you can measure their work based on customer acquisition every week” “Most of them become contractors, they make half a million dollars a year because they know how to take content, turn it into a 59 second ad on social and acquire 200 customers” “Those people in their early 20’s are so valuable now. If you know how to use your phone, somebody wants to hire you”

The market did a $3 trillion round trip on a conversation Iran says never even happened. Welcome to 2026.

Rang the closing bell with $AEF.V to celebrate the company’s new TSXV listing 🥂

🚨 Today marks an exciting milestone. The executive team of AE Fuels Corporation @NRGFuels | $AEF rang the closing bell to celebrate the Company’s new listing on the @tsx_tsxv TSX Venture Exchange. AE Fuels is building a critical minerals platform focused on the extraction and purification of materials essential to electrification and energy storage — including manganese projects in the Pilbara, Western Australia 🇦🇺 and fluorspar prospects in New Mexico 🇺🇸. ⚒️ Both minerals are designated critical in the US, EU and Australia due to their importance to energy security and clean technology supply chains. $AEF is advancing projects aimed at delivering reliable, allied-sourced supply and helping reduce U.S. dependence on high-risk jurisdictions. ⚡🔋🌎 advancedenergyfuels.com #CriticalMinerals #EnergyTransition #TSXV #Mining #SupplyChains #PDAC @BNNBloomberg @bbonifacio1 @MonetaCanada @SenergyCapital @TMXGroup @TMXmoney @business

BREAKING: US oil prices extend gains to +23% on the day, now trading above $111/barrel. Oil prices have officially DOUBLED in 3 months.

Crude Oil Futures started trading in 1983. Last week's 36% spike was the biggest weekly percentage increase that we've ever seen.

@DiMartinoBooth Because the plurality of Americans 🇺🇸 are actually getting poorer, not until you get to ~80th percentile+ are things improving.

…and we wonder why so many hard-working Americans are so angry.

@KarelMercx @TaviCosta There isn't any sound logic to that reasoning. Long term the price of silver/gold though should always mean revert to the cost of extraction. ⛏️ Where do you think the ratios (currently 63:1) come from?

Silver to $3,947?! @TaviCosta shared an interesting calculation this week. -- During the last period of extreme debt expansion — World War II — US government debt surged to levels comparable to today. At that time, roughly 51% of federal debt was backed by gold reserves. Today, total debt is even larger — yet only about 3% is backed by gold. This comparison powerfully illustrates just how deeply undervalued gold is on a historical basis. If US government debt were ever backed by gold at the same 51% level seen in the 1940s, total US gold reserves would need to be worth roughly $20 trillion. With 261.5 million ounces of gold, that implies a gold price near $75,000 per ounce. Yes, those numbers will sound extreme to many — but they are not conjecture. They are the direct result of applying historical precedent to today’s balance-sheet realities. The gap between the size of sovereign debt and the monetary anchor that once underpinned it is now wider than at any point in modern financial history. -- Now take a gold-silver ratio of 19 and the math implies silver around $3,947. No matter how you look at it, gold and silver are deeply undervalued versus the debt reality.

@Stocktwits Updated chart from the St Louis Fed. Sustainable?

The Top 1% of U.S. earners now have more wealth than the entire middle class 🤯

@chigrl Nuclear will be the story for the next 10 years. We're just getting started 📊

US Power Generation Reaches Two-Decade High US power generation climbed to a two-decade high in 2025, rising 2.8% over the previous year to 4,514 terawatt hours. Natural gas led with 40% share of output, followed by renewables at 26% and nuclear at 17%. (BBG)

@AndrewJLowry @NuclearHazelnut I think once nuclear becomes fashionable again worldwide the funding and investment will come quickly and benefit the whole industry/supply chain. I think we'll see it.

@aleemfidai @NuclearHazelnut Thank you for posting the 🇨🇦 sites. I didn’t know of some of them. I hope we can get a large CANDU site developed next decade.

Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵

📢🚨 Wow - @AnthropicAI just announced Claude Code Security. It automatically scans code for vulnerabilities and suggests patches. This is a 🔴 DEFCON 1 for security audit companies that do EXACTLY THAT. Will this put security audit companies out of business? Or actually increase their margins as they are able to do more with less? Remember: they will have access to these AI tools too and be in he best position to deploy them. So far the market's knee jerk reaction is not good. 👇 $PANW $CRWD $FTNT $ZS $OKTA $CYBR $CHKP $S $RPD $QLYS

⚠️⚛️ If you're an investor and not yet familiar with the term SMR (Small Module Reactor), do yourself a favor and have a short conversation with ChatGPT about it. "Deep Atomic would then incorporate its MK60 Small Modular Reactor into the campus following the vertical build, according to the statement."

⚠️ $IGV, an exchange‑traded fund that tracks a basket of major U.S. software and cloud‑software companies, is testing a critical support level around $80. Nearly a 50%🔻 drop in just 2 months on historic volume. TLDR: AI hype is sucking capital out of traditional hyper growth software/SAAS and into even more speculative hyper growth higher valuation multiples of 🚀 AI startups, Also higher interest rates and the risk of new AI alternatives eating into traditionally high margins are factors. A drop below $80 could results into some disorderly selling down to the next support at $50 and put some serious pressure on Nasdaq as a whole. Watch these names: (largest $IGV components) $MSFT $CRM $ADBE $ORCL $NOW $INTU $PANW $CRWD $ADSK $WDAY

Who's on the hook for US 🇺🇸 debt? Japan 🇯🇵 - $1.2T UK 🇬🇧 - $889B China 🇨🇳 - $683B Belgium 🇧🇪 - $481B Canada 🇨🇦 - $471B Total US debt held by foreign countries = $9.4T, representing approximately 25% of the total $38T in US debt. Sustainable?

@chigrl US share of world GDP has also increased. 👇 America imploding etc is just there for clickbait and miserable people.

The ‘Sell America’ Trade Is a Myth Investors bought substantial amounts of US assets in 2025 and are likely to remain buyers in 2026 -- a sharp contrast to the “sell America” narrative. Wednesday’s release of Treasury International Capital (TIC) data, the final report for 2025, showed continued foreign demand for US assets, with net inflows totaling $63bn in December. US assets recorded net inflows in every month of 2025 except April, and the overall pace was materially stronger than in 2024.(Bloomberg)

@MiningVisuals Another fav of mine from @MiningVisuals Shows how resource rich South America is in silver too. Massive potential all over the continent.

Lithium Reserves By Country 2024 🌎 Read more: miningvisuals.com/post/lithium-r…

State of US reactor projects 👇 Trump said 'we're going heavy into nuclear' and uranium was added to the list of critical US minerals. Both Meta and Amazon have invested in nuclear projects and have the administration's ear about accelerating timelines. We're in the midst of a huge nuclear renaissance. If you though the capex spend for data center was big, wait until you see what's about to be spend on nuclear. ⚛️

US Is Rapidly Expanding Its Nuclear Supply Chain: It's Not Nearly Fast Enough zerohedge.com/energy/us-rapi…