Dean Casagrande

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Dean Casagrande

Dean Casagrande

@dcas110

Katılım Aralık 2010
528 Takip Edilen190 Takipçiler
Dean Casagrande
Dean Casagrande@dcas110·
@PompeyPedro Stones did play it well…but there’s a moment/touch where Stones weight goes to his left side and Sorloft has the right touch to slide it to Haaland past Stones right boot/side…he missed that opportunity…and was cooked at that point. BUT elite players make that pass - and he is
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Pompey Pedro 🏴󠁧󠁢󠁥󠁮󠁧󠁿
Anyone who has ever played or watched ball beyond World Cup games knows that this pass was never on for a left footer, or at least had a pretty low chance of success. Sørloth is getting pelters online but Stones got his positioning absolutely perfect.
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FinancialJuice
FinancialJuice@financialjuice·
Canada: Gordie Howe International Bridge set to open July 27
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Dean Casagrande
Dean Casagrande@dcas110·
@GhostofLarrySc1 @Varticoo The refereeing during the Group Stage was inconsistent at best…you can let them play - but you have to make the right calls when it matters…that has continued into the knockouts…and gotten worse if anything.
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PAC-West After Dark
PAC-West After Dark@GhostofLarrySc1·
@Varticoo The whole vibe shift of the tournament between the group stage and knockouts has been wild. The big party atmosphere and the best fans left, VAR/Refs emerged and all the bitter ugliness of the sport emerged.
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Dean Casagrande
Dean Casagrande@dcas110·
@JumboElliott76 I'm just very disappointed with the performance...more players in top European leagues..and experience at key positions. We've all played on teams that came out flat...but this was extreme...and no leader stepped up to grab his mates by the balls and shake them, at 1-1. Sad.
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Jumbo Elliott
Jumbo Elliott@JumboElliott76·
@dcas110 Team had a nice run but the expanded field may have made the path easier for first few rounds.
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Jumbo Elliott
Jumbo Elliott@JumboElliott76·
Seems the expanded field of teams created a false confidence for team USA.
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StephenMullan
StephenMullan@Stevomullan·
@SkySportsNews Poch has plenty of opportunities to raise those opinions BEFORE the game. He chose instead to wait until afterwards to raise them, when it means absolutely nothing.
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Sky Sports News
Sky Sports News@SkySportsNews·
🗣️ "In a personal way I feel so disappointed with too many people." USA boss Mauricio Pochettino on the drama surrounding Folarin Balogun that dominated the build-up for their quarter-final defeat to Belgium.
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Erik Townsend 🛢️
Erik Townsend 🛢️@ErikSTownsend·
@dcas110 Hill Garbo hill@aalo.com is the IR guy. Accredited investors can invest at any time. The IPO isn't expected until at least 2028.
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Erik Townsend 🛢️
Erik Townsend 🛢️@ErikSTownsend·
⚛️🇺🇸 19 minutes after America turned 250, a reactor quietly went critical in the Idaho desert. I'm an early investor in Aalo Atomics — and I'll say it plainly: the July 4th milestone everyone's cheering is the LEAST important thing they'll do. Full story in my Substack (link in 1st reply). Main points 👇 1️⃣ July 4th, 12:19am: Aalo's Critical Test Reactor reached criticality at Idaho National Lab — the 4th US company to bring an advanced reactor critical in ~31 days under the DOE's EO 14301 testing push. 2️⃣ I contend Aalo's is the most COMMERCIALLY important of the four. It's the only one built at full commercial scale — not a tabletop test article. 3️⃣ And it did it alone. The others reached criticality on borrowed test infrastructure, leaning on existing facilities, procedures, and staff. Aalo built its own facility, wrote its own procedures, and loaded its own fuel with its own crew. A dress rehearsal for a real business — not a science experiment. 4️⃣ Its killer feature is boring: Aalo runs on standard ~5% LEU uranium, the same fuel chain as today's reactors. Rivals need scarce HALEU/TRISO fuel that doesn't exist at commercial scale yet. Fuel supply is the sector's most underpriced risk. 5️⃣ Criticality ≠ electricity. Zero-power criticality just proves the physics. The real catalyst is 2027, when Aalo-X makes FULL-POWER electricity — enough to run a data center. 6️⃣ The thesis — the "Nuclear Henry Ford Moment": mass-produce reactors on robotic, automotive-style lines and nuclear beats coal & gas on price. AI data centers are the on-ramp, not the destination. 7️⃣ The market has the timeline backwards. A new AP1000 takes ~15 years. Aalo is ~3 years from mass production. Order Pods in 2028 → online 2031, five years before a plant you break ground on today — and each one rolls off cheaper than the last. 8️⃣ The setup rhymes with Amazon in 1997. Critics called that IPO "obviously overvalued." $1,000 in it then ≈ $3.2M today. Aalo's Series C is ~10x its last round — and it's the one advanced-nuclear name no hyperscaler has claimed yet. 🔑 Founding to fission in under 3 years. Reactor building erected in 36 days. Reactor built in 40. The team is so mission-obsessed they were OFFENDED by a free week of paid time off! (story in substack) Disclosure: I'm an early Aalo investor. My opinion, not investment advice. Bull case, or hopium? Tell me where I'm wrong 👇
Matt Loszak@MattLoszak

Very excited to announce that at 12:20am on the 4th of July, Aalo achieved criticality on our first full-scale reactor. We cut it close, but we pulled it off!! Working towards this goal with such an incredible group of humans has been the most fulfilling period of my life. This moment has been three years in the making. Last year, Executive Order 14301 called for at least three new reactors to go critical before July 4th, 2026. As of late last Friday night, that goal has been surpassed! When the EO was announced, we immediately sat down to figure out what the most ambitious scope would be, while still being potentially achievable by July 4th. Some of the team proposed doing simplified designs with smaller fuel loads, or building in existing facilities. One thing was clear: We wouldn't have time to integrate a full-scale sodium heat-removal loop to bring the reactor to its full 30 MWt. So here’s where we landed: ➡️ We purchased the entire commercial-scale fuel load. This is enough fuel to operate at 30 MWt / 10 MWe for 3 years before refueling. To my knowledge, it’s the largest fuel load that’s been taken critical in the DOE pilot program, by far. ➡️ We built a full-scale reactor vessel in our factory, and loaded in our commercial graphite layout. All the dimensions, vessel thickness, and manufacturing techniques are essentially the same as we will use for the imminent commercial version. There will be a few minor tweaks for sodium flow and full-power, but nothing major. ➡️ We built an entirely new reactor facility at the Idaho National Lab. Building a building is easy. Building a new reactor facility comes with a mountain of paperwork, policies, operation and training procedures, security, instrumentation and control, and more. Zero-power criticality might seem like a small step, but I can tell you, going through the exercise of building a reactor and taking it to criticality has been extremely valuable. The learnings on regulatory, ops, manufacturing, supply chain, QA, economics, engineering, and design will accelerate our path through to the final iteration at full-power. America is blessed to have a recent Cambrian explosion of startups in nuclear, all going after different markets, technologies, and strategies. I’m excited that sodium, gas, salt, and new PWRs are all getting pushed forward once again. The best outcome for humanity is to have all these advance in parallel, as quickly as possible, while maintaining safety. Thanks again to our amazing team, DOE, INL, BEA, and everyone else who helped us get to where we are today. This could not have happened anywhere else. Happy birthday, America!! 🇺🇸🇺🇸🇺🇸 There has never been a better time for nuclear energy. The Second Atomic Age has begun, and this one will be here to stay.

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Lance Zierlein
Lance Zierlein@LanceZierlein·
@dcas110 @KirkHerbstreit Me? I'm still standing. 12 years strong. Sweating out relegation in 23 in a pub in London with other Everton fans. I don't bail. I'm going nowhere.
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Kirk Herbstreit
Kirk Herbstreit@KirkHerbstreit·
Again rookie question. All these world class athletes I’ve been watching. How do I continue to watch these guys when they go back to their club teams-Now that I’ve seen them I want to keep watching them-I’m sure this sounds ridiculous but how do you watch these guys on their club teams when you live in the US? Are all these great players in the same league? When is their season? And how do you buy a package to keep watchin these ballers? And are the crowds like this for club matches or just the WC? The energy is what really draws me in (along with the crazy skill). And lastly how do I find a team to follow? Other than the obvious guys like Messi/Renaldo-Mbappé the other guy I love is #2 on Morocco Hakimi. Who is his club team? Maybe that’s my team…he might be my favorite guy I’ve watched the entire tournament. I’m sorry I’m clueless to all this-just completely uncharted waters for me but I’m hooked and am gonna want more when this is over in a few weeks.
Marcos Pickett@mpick10

@KirkHerbstreit Looks like it's time for you to start watching some soccer ⚽️

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Dean Casagrande
Dean Casagrande@dcas110·
@FreiburgCoffeeC Its wild how many in the trending crowd think "Nuclear" means OKLO, SMR, NNE, etc...they have little time for the multi-decade uranium supply/demand dynamics. Ironically, these new "offerings" have perhaps triggered more short-side involvement for the whole sector. U Day soon!
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John Galt
John Galt@FreiburgCoffeeC·
That’s exactly why I’ve stayed away from the SMR sector. I don’t know how to properly evaluate the reactor designs, the timelines, the regulatory risks, or the economics. And I have no interest in waking up one morning with an 80% drawdown because I bought a story I didn’t fully understand. What I do understand is simpler: Every reactor needs uranium. And for me, it’s much easier to separate real value from promotion among the miners than among the reactor developers.
chris keefer@Dr_Keefer

Hadron, the recently IPO'd micro reactor version of NuScale is not ok. "Hadron Energy, with its young founder, seasoned advisors, and ambitious SPAC trajectory, embodies many of the hopes currently being projected onto the American nuclear startup sector. It is perhaps the clearest example yet of how the United States is trying to innovate its way around the absence of a functioning nuclear industrial base. The notion that a startup can mobilize capital, licensing expertise, fabrication capacity, and a stable vendor ecosystem at a pace that outstrips state-directed industrial programs like the RITM-200 driven efforts to open Russia’s arctic is not supported by historical or contemporary evidence. None of this is a critique of Hadron’s sincerity or effort. Rather, it is an indictment of the “post industrial” environment in which the company operates. A young founder in the USA may believe that nuclear success is a matter of personal drive, when the real bottlenecks are the decadal loss of nuclear megaproject management skills, construction productivity, ASME N stamped fabrication, NQA 1 supply chain and heavy forging availability. The broader narrative of nuclear as a startup frontier, is therefore less a reflection of genuine opportunity than of a country that has let core industrial capabilities atrophy and now tries to outsource state capacity to private ambition." For the full essay see link in replies.

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Nostra Thomas 🇨🇦
Nostra Thomas 🇨🇦@SloCan68·
God, keep our land glorious and free, Oh Canada 🍁 we stand on guard for thee. 🎶 Happy Canada 🇨🇦 Day, eh! #canadaday
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John Galt
John Galt@FreiburgCoffeeC·
@NoLimitGains Lots of SMR picks. Why guess on the tech when you can just bet on the commodity? No matter which tech wins, they'll all need uranium. Go for the miners.
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NoLimit
NoLimit@NoLimitGains·
Nuclear demand is about to collide with the worst uranium supply structure in 50 years. These are the 7 highest-upside ways to play it. Here they are:
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Dean Casagrande
Dean Casagrande@dcas110·
@itschrisray There are two miners on this list....that is where the business and the action will come - Uranium supply/demand dynamics have been broken for 6-8 years...and the Uranium price has gone from $15 to $80 with zero impact on that dynamic. Study.
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Chris Ray
Chris Ray@itschrisray·
When do nuclear energy & uranium stocks get too cheap to ignore? 🤔
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Dean Casagrande
Dean Casagrande@dcas110·
@KirkHerbstreit Kirk- Find one of the Big 5 countries you have some connection to (Englands your default) - watch/learn about that league for a year then pick your club. At the same time, adopt an MLS team that resonates w you - city, player or club - follow them as your local team (🍎TV) - set.
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Lance Zierlein
Lance Zierlein@LanceZierlein·
I had this same thing happen in 2014 so I took an online quiz and decided to follow Everton in the premier league. Made sense because one of the players I admired from Belgium (Lukaku) was on Everton. Later I found out it is just like today's NIL where the teams with the most money will basically portal your players in and you are left with nothing.
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I Kaya
I Kaya@kaya85kaya·
@s8mb 🇺🇸 utilities cancled over 120 large reactors that they had ordered post 1975 Westinghouse Default 🇺🇸 utilities realised they were dependant on forign uranium supply that could/would screw them Instead they built more coal fed by domestic coal deposits
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Sam Bowman
Sam Bowman@s8mb·
Would you rather drink one beer every evening for a year, or drink 365 beers in one evening? All of nuclear power 'safety' regulation is built on the idea that, when the same question comes to radiation, there's no difference. But the empirical evidence is overwhelming that the body repairs small amounts of damage caused by ionising radiation in the same way it repairs damage from other small harms. If this is correct it would mean that the "unsafe at any dose" philosophy that has underpinned the regulation of nuclear energy since the 1970s is wrong. It is premature to conclude that yet: we need more evidence. But if that further research does confirm what the existing evidence suggests, then nuclear power is much, much more expensive than it needs to be, even in places like South Korea that build cheaply, and nuclear power could be cheaper than any other form of electricity. We could go much further than, say, the Fingleton Review or the mainstream proposals for reform that are on the table in the United States. We could have a new atomic age in which the "too cheap to meter" dream was realised.
Ben Southwood@bswud

Would you rather be exposed to the radiation of 1,000 CT scans all in one go, or be hit with the same cumulative amount of radiation, but over the course of a lifetime? worksinprogress.co/issue/how-to-l… Hopefully you will not have to take that decision, but if you do, make sure it's spread out over your lifetime. There is now overwhelming evidence that low-dose-rate ionizing radiation is not that harmful. Even Chernobyl, by far the world's worst nuclear disaster, exposed millions yet has likely killed 60 or so people. A total of 200 may die early. The other bad civil nuclear disasters – Windscale, Fukushima, and Three Mile Island – likely killed nobody at all. The evidence is rolling in: ---> Many residents of Kerala are exposed to seven full-body CT scans' worth of ionizing radiation every year. But multiple studies find no effect on their health. ---> Taiwanese apartment dwellers were unwittingly exposed to up 100 CT scans per year because their apartments were made with radioactive cobalt rebar. But dwellers suffered much lower cancer rates than other age-comparable Taiwanese. ---> Between 1915 and 1950, women in factories painted radium onto watch dials to make them glow in the dark. Those licking the brushes sometimes suffered severe cancers. But non-lickers had lifetime doses equivalent to nearly 1,000 CT scans with no effect. ---> At 58 in 1945, Albert Stevens was injected with an enormous amount of plutonium, exposing him to a radiation dose equivalent to 300 CT scans every year. He lived to be 79. These and many other studies show that ionizing radiation's harms are primarily about concentrated acute doses, not low doses over a long time. Yet nuclear regulatory systems are based around the principle that any radiation exposure is totally intolerable. This leads to rules like 'ALARA' – as low as reasonably achievable – which continually ratchet up regulatory requirements, making nuclear power slow and expensive. Read my new piece with @chalmermagne for @WorksinProgMag.

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Dean Casagrande
Dean Casagrande@dcas110·
@kaya85kaya @s8mb They are currently building 36 large scale reactors across 19 sites - half of all reactors being built globally. No new large scale reactors are under construction in the US. Time to get off our "seats".
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I Kaya
I Kaya@kaya85kaya·
@s8mb Real reason nuclear didn't expand to much higher level in the first mass build of the 1970s is utilities realised Uranium supply was insecure 75% of Uranium mining is done by just 3 countries 90% by just 5 countries It is why China didn't/isn't going nuclear heavy
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BucciOT.Com
BucciOT.Com@Buccigross·
Oh, @McDonalds Sausage McMuffin with Egg. You've been a loyal friend since freshman year in 1984 at @HeidelbergU. 42 years of consistency. In a world of change, disloyal relationships, and food shrinkage, you've been a constant. These days, a road trip comfort on drives like today from Buffalo to New England. Thank you for never changing. You're a morning Mark Knopfler guitar riff settling in the soul and encouraging feelings of possibility, hope, friends, and a fresh start. Yes, "everyday is a fresh start." There's your goddamn breakfast slogan Micky D's. Sell with your soul. Dig deep for your purpose. And always keep searching for "home." And like T.S. Eliot wrote--"We shall not cease from exploration. And the end of all our exploring will be to arrive where we started And know the place for the first time." Love life's rich pageant. It's not where you're drafted, it's the consistent laying of asphalt to and for your road back home. Love, BucciMane. Buffalo, NY 6/27/26. 🫶🏻❤️Viggo Björck will be Sausage McMuffin with egg. ✈️
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Dean Casagrande
Dean Casagrande@dcas110·
@NiallHarbison Your names are legendary…but this might be the best ever! This little guy is “in my heart” already!
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Niall Harbison
Niall Harbison@NiallHarbison·
He came in 2 days ago very sick and abandoned. I asked for name suggestions. In the end not even in doubt... Rod Stewart. As an added bonus Skye has latched onto him and they are best friends and inseparable ❤️
Niall Harbison tweet mediaNiall Harbison tweet mediaNiall Harbison tweet mediaNiall Harbison tweet media
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