NoMoFOMO
339 posts


@BambroughKevin What can HGRAFs high purity graphene do that competitor’s graphene cannot?
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My view on the updated $hg $hgraf presentation
It was worth the wait for EPA. It will be well worth the wait for the gas plant signing and incoming contracts that should roll in post that announcement.
Nobody is putting in huge orders and press releasing tonnage until the capacity visibility is there.
80-85 companies and growing. Many over 1000 tonnes.
These orders will be coming through and the stock is destined for 10x or $20-30 bln market in 12 months or less
There’s many patents in the works too.
At Turbostrata we are in the process of working on some custom masterbatches for products we are developing and hope to launch these as quickly as possible. Our team wants products being sold with 12 months. Some of our products involve drop in masterbatching to OEM manufacturing lines.
With all the chaos going on in the world. It’s tough to get time and attention. Manufactures are struggling with supply chain issues and others grappling with tariffs and many looking at regulations changes. This creates a bit of short term headwind as people are all ‘busy’ dealing with the chaos of the moment but at the same time the macro is for a huge tail wind for $HG graphene. It’s solves so many problems.
PFAS elimination, recyclability, energy efficiency, carbon credits, off setting rare earths, supply chain certainty. USA domestic production. But ability to also produce in Europe and the UK.
Good things come to those who wait.
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@McClellanOsc Will Mythos hack Bitcoin or do we have to wait for quantum to to do that?
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In addition to the compound fulcrum structure in Bitcoin, the non-commercial futures traders (who are the smart money in Bitcoin futures) keep adding to their net longs even as prices chop sideways. This is a big bottoming indication for prices.

The Factor Report@PeterLBrandt
Cheds, I never want to ignore a possibility. There are no certainties in charting. And, probability does not apply to individual slices of time. Not an ideal Compound Fulcrum. Let's follow the P&F work. See example of Copper from 50 years ago This remains the standard
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@SantiagoAuFund @trend_bullish This is now like an old fashioned duel with single shot pistols where both opponents miss….. we’ll now have to see who is faster at reloading.
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Even if the Strait fully opens and stays open…the ramifications 6-9 months down the road are already baked in.
open.substack.com/pub/santiagoca…
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@JoshYoung I have found that when everything has been going your way it’s best to be humble.
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The information distortion is out of control now.
Supposedly from IRAN:
IRAN SECURITY COMMITTEE SPOKESMAN IBRAHIM REZAEI SAYS TRUMP “LYING OR TALKING NONSENSE,” RULES OUT TALKS SAYS ONLY FORCE WILL BE UNDERSTOOD AS STRIKES AND OIL PRICE SURGE SHIFT MOMENTUM
Supposedly, from ISRAEL:
ISRAELI OFFICIAL: WE DO NOT SEE AN IMMINENT END TO THE WAR AND WE PLAN TO CONTINUE OPERATIONS WHILE AVOIDING TARGETING ENERGY FACILITIES
Meanwhile, back in the OIL MARKET:
Both Brent and WTI are re-testing their earlier knee-jerk lows from when Trump first claimed a deal had been reached.
This is embarassing. Not at all clear who is lying to whom, but my confidence that the powers that be have this all under control could not be lower!

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While I think we are understandably focused on the risks of what appears, on its face, to be a calamity in the making, let’s consider for a moment the possibility that Trump is smarter and less reckless than he appears, and that perhaps, we will look back in a few years (or more) and realize that what he did during his terms was to reset the entire game board on terms more favorable to the United States.
The rules-based order was dead, like the zombie banks in Japan, but we kept propping it up because of institutional inertia, because nobody wanted to rock the boat, and because we just didn’t know what else to do.
Well, Trump DGAF. He’s been willing to slaughter sacred cows, break taboos, and punch the reset button repeatedly until a new equilibrium is reached that positions the United States for the world as it is, and not as we wish it were or have been pretending it is for the last 15 years or more.
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For context, their safeguards are 1) no using their AI for fully autonomous weapons and 2) no using their AI for mass surveillance on US citizens.
unusual_whales@unusual_whales
BREAKING: Hegseth gives Anthropic until Friday to back down on AI safeguards, per Axios
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@tdlamb @MyriadUranium This bill is anti-democratic. It removes the local government’s ability to regulate nuclear power in its own community. What kind of authoritarian regime are you desiring to enforce on local communities? Especially those who are living with the toxic legacy of uranium mining?

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Part 1 of 2: Arizona Advances Pro-Nuclear Planning — And Why It Matters for U.S. Uranium
@MyriadUranium welcomes Arizona’s advancement of a bill that supports long-term planning for data centers and small modular nuclear reactors (SMRs) — both critical pillars of America’s future energy system.
Last week, an Arizona policy move ensuring counties can accommodate SMRs within their comprehensive plans signaled growing state-level alignment with federal nuclear and energy security priorities.
The bill recognizes that advanced nuclear power will be essential to meet rising electricity demand from data centres, advanced manufacturing, and grid modernization.
Importantly, it reduces regulatory friction by preventing zoning rules from blocking SMR deployment, helping accelerate timelines for next-generation nuclear infrastructure.
For U.S.-based uranium explorers and developers like Myriad, this is another clear indicator that nuclear expansion is moving from policy to execution. As SMRs advance toward deployment, demand for reliable, domestic uranium supply becomes increasingly strategic — reinforcing the value of U.S.-origin uranium projects.
thecentersquare.com/arizona/articl….
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OSTRICH SLAUGHTER:
Liberals spent nearly $7 million to 'cull' healthy ostriches in Edgewood, BC 👇🏾
rebelnews.com/liberals_spent…
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