Hypermizer

The speculative boom in nuclear is about to kick off, gonna make the late ‘25 highs look like chump change. $IMSR $SMR $OKLO $LTBR $XE

@Chartradamus Why no nuclear?

Best day I’ve had in a few weeks. Required patience and holding through turbulence, taking advantage of pullbacks and consolidation across several names. I love this portfolio to death.

I've generated a comprehensive $IMSR research report, covering core financials, timelines, near term catalysts, and business relationships, publicly available here: drive.google.com/file/d/1xAA4aJ…

Opened a position in $IMSR at $6.67 for 1000 shares, very strong deal flow, best in class pure play for molten salt reactors, $RIOT datacenter colo agreement, two DOE pilot projects approved, also expecting resurgence in nuclear hype as AI power constraints continue increasing.

@stephan_lucka @Connormcg12 @Sandeman52 Feel like that could be an attractive premium feature, pay X dollars per month, add any handle, backtrack their positions, and monitor them going forward.

@stephan_lucka @Connormcg12 @Sandeman52 Oh yeah, wasn’t meant to be a critique, very cool app, was just curious how you were going about selecting the users you support tracking for. I would be down to work with you on automating that, my DMs are open.

All numbers look good for $NVDA. AI full speed ahead. $NBIS Just as expected.

@Connormcg12 @stephan_lucka @Sandeman52 Well there’s only 75 on the app right now, so that’s a loaded question.

@hypermizer @stephan_lucka @Sandeman52 Which ones?

Jensen made one thing very clear on the $NVDA earnings call. The robots are coming.

@stephan_lucka @Connormcg12 @Sandeman52 Alot of people missing. How are you populating users and generating returns?

@Connormcg12 @Sandeman52 An App that tracks the performance of analysts on x. Schwerelos.io

Bought the $LPTH dip @ $13.42, their backlog tripled and revenue doubled YOY, assemblies sales increased 355% signaling improved vertical integration, market leading germanium free optics, and targeting satellite use cases, looking for a return to ATH.

@SkillJoyed @pennycheck Wow, didn’t realize INTC owned 88% of them, also their Mentee acquisition looks like the perfect segue to a more comprehensive humanoid platform.

@pennycheck $MBLY is an Intel subsidiary I like for this

The man who told you last year the CPU AI inflection was coming just told you today what next frontier is. You should probably pay attn

@probzunknown Have you looked into the $SKBL -> $KAZR scheme? Seems insanely promising, Founder of USAR leading it and Trump sons are involved, looks like 1:1 conversion after merger too, downside risk looks relatively negligible, thoughts on potential pitfalls if any?

There is no "deal". Even if there was one, NDAA requirements are already set in stone and require compliant non-Chinese supply chains come Jan 1 2027. Nothing a temporary deal (that doesn't exist) would stop. Regarding tungsten, this will be important nearly as much as REEs. $AREC has major leverage here, via their deal with Uzbekistan (signed last year).

$AREC: Here is the full copy-and-pasted email from ReElement if you'd like to read the entirety of this release. --- ReElement Technologies and Korea’s POSCO International to sign Joint Venture agreement in D.C. to produce highly refined rare earths in the United States JV to create jobs, support sustainable and secure supply chains for strategic and commercial technologies, clean energy, and high-growth markets FISHERS, IN / May 19 2026 / ReElement Technologies Corporation and POSCO International of Korea are forming a joint venture to produce highly refined rare earths in the United States. A signing ceremony will take place on Thursday, May 21, at 11:30 a.m. in Washington, D.C., with ReElement Technologies CEO Mark Jensen and POSCO International President and CEO Kye-In Lee signing the agreement. The event is OPEN PRESS; details are below. The joint venture represents a major step forward in executing the partnership between POSCO and ReElement for long-term commercial production to secure the United States rare earth supply chain. The agreement advances U.S.-South Korea collaboration and supports sustainable supply chains for strategic and advanced commercial technologies, clean energy, and high-growth markets, such as electric vehicles, AI, and advanced semiconductors. The companies have established a joint feedstock taskforce for sourcing domestic and international rare earth feedstock from recycled and ore bodies. The partnership combines ReElement's advanced chromatographic separation and purification platform with POSCO's extensive relationships throughout the automotive and industrial supply chain while leveraging POSCO's expertise in materials science and large-scale industrial deployment. This agreement reflects both companies' commitment to a sustainable and secure supply chain for high-purity rare earth elements. Who: Mark C. Jensen, CEO, ReElement Technologies, and POSCO International President and CEO Kye-In Lee; Republic of Korea Ambassador to the United States Kang Kyung-wha; and Chan Ki Park, Minister Counselor for Trade, Industry and Energy, Embassy of the Republic of Korea Others expected: Senior executives from ReElement and POSCO, and U.S. government officials from the Departments of State and Energy What: Joint Venture signing ceremony for rare earth separation and refining in the U.S. Where: To be announced, Washington, D.C. When: Thursday, May 21, 11:30 a.m. – 12:30 p.m. Why: The agreement advances U.S.-South Korea collaboration and supports sustainable supply chains for defense, clean energy, and advanced technologies. About ReElement Technologies Corporation ReElement Technologies Corporation, an affiliate of American Resources Corporation (NASDAQ:AREC), is a leading provider of high-performance refining capacity for rare earth and critical battery elements. Its refining-first, multi-mineral, multi-feedstock platform technology focuses on the refining of recycled material from rare earth permanent magnets and lithium-ion batteries, concentrated ores and brines, as well as coal-based waste streams and byproducts to create a cost effective and environmentally safe, circular supply chain. ReElement has developed its innovative and scalable "Powered by ReElement" process which collaboratively utilizes its exclusively licensed intellectual property within its partners' material processing flow sheets to more efficiently support the global supply chain's growing demand for magnet and battery-grade products. For more information visit reelementtech.com or connect with the Company on Facebook, Twitter, and LinkedIn. About American Resources Corporation (NASDAQ:AREC) American Resources Corporation is a leader in the critical mineral supply chain, developing innovative solutions both upstream and downstream of the refining process. The company and its affiliates focus on the extraction and processing of metallurgical carbon and iron ore, essential ingredients in steelmaking, as well as critical and rare earth minerals for the electrification market and recycled metals. Leveraging its affiliation and former parent status of ReElement Technologies Corporation, a leading provider of high-performance refining capacity for rare earth and critical battery elements, American Resources is investing in and developing efficient upstream and downstream critical mineral operations. These operations include mining interests in conventional and unconventional sources, recycling, and manufacturing. American Resources has established a nimble, low-cost business model centered on growth, which provides a significant opportunity to scale its portfolio of assets to meet the growing global infrastructure and electrification markets while also continuing to acquire operations and significantly reduce their legacy industry risks. Its streamlined and efficient operations are able to maximize margins while reducing costs. For more information visit americanresourcescorp.com or connect with the Company on Facebook, Twitter, and LinkedIn. About POSCO International America Corporation POSCO is a global leader in steel production and advanced materials, committed to pioneering sustainable and innovative solutions for a greener future. With a strong foundation in steel manufacturing, POSCO has expanded its operations to include eco-friendly materials, energy solutions, and cutting-edge technologies that drive the electric vehicle and renewable energy industries. Through continuous investment in clean energy projects and the development of advanced materials like GIGA STEEL and secondary battery materials, POSCO supports the transition to a low-carbon economy. As a trusted partner to clients worldwide, POSCO is dedicated to creating a more resilient and sustainable supply chain while enhancing shareholder value through strategic growth and innovation. Special Note Regarding Forward-Looking Statements This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve known and unknown risks, uncertainties, and other important factors that could cause the Company's actual results, performance, or achievements or industry results to differ materially from any future results, performance, or achievements expressed or implied by these forward-looking statements. These statements are subject to a number of risks and uncertainties, many of which are beyond American Resources Corporation's control. The words "believes", "may", "will", "should", "would", "could", "continue", "seeks", "anticipates", "plans", "expects", "intends", "estimates", or similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Any forward-looking statements included in this press release are made only as of the date of this release. The Company does not undertake any obligation to update or supplement any forward-looking statements to reflect subsequent events or circumstances. The Company cannot assure you that the projected results or events will be achieved.

@probzunknown Nvm on source, thoughts on whispers of China rare earth deal post summit, also thoughts on Tungsten?

@probzunknown Hard to understand how they're down 6% today on this even given macro pressure, can you link to source?

@omro1975 What supply deficit?

So… #uranium how’s that supply deficit looking today?

@Lab_Inversion You should consider providing an auto generated english version, unless you're purposely trying to narrow your reach (not being a smart4ss either, there are valid reasons for doing that).

@hypermizer Currently writing only in spanish. Maybe I"ll switch in the future 🤘🏻

Os dije que lo haría y aquí está: Actualización sobre ABCL635 y el 1Q26 de $ABCL 📬.

@itschrisray Thoughts on $EU?

Rare earths & nuclear energy names just keep getting sold. Wonder when the bottom will arrive… 🤔

@crypto_condom Thoughts on $EU?

I contine to accumulate. 30% of my portfolio is allocated to commodities. Lithium and Uranium are two high conviction long term bets I have placed based on structural shortage and physical demand.