Gang

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엑스 친구들 소개 😎 ✅저도 팔로워 수가 적을 때 몇 분의 샤라웃으로 팔로워 수가 많이 늘어난 경험이 있어서… 제가 비록 대형계정은!? 아니라 영향력은 없겠지만, 좋은 선순환이 됐으면 좋겠어서 몇 분 소개해봅니다. 소개드리고 싶은 계정은 많은데…다른 분들은 이미 팔로워수가 많으셔서🥺 @teslamania4477 : 아이렌 $IREN, 새틀로직 $SATL 등 재미있는 기업에 투자 중이십니다. 글에 위트가 있으셔서 항상 재밌게 보고 있습니다. @superposition_V: 포토닉스 관련 좋은 아티클을 쓰십니다. 비록 제가 다 이해하지 못하는 분야지만, 때로는 진지하시면서도 마음이 따뜻하신 분 같습니다. @rogingroging: 온다스 $ONDS, 로켓랩 $RKLB 등 좋은 중소형주에 투자중이십니다. 저 또한 중소형주 발굴을 좋아하는지라… 제가 가지고 있지 않은 기업에 투자 중이셔서 항상 관심이 갑니다. @longinvestor123: 같은 포켓몬 계정으로 동질감을 느낍니다.😂 저와 투자종목은 거의 겹치지 않지만, 추구하고 공부하는 투자 가치관은 비슷해 저도 글들 재밌게 보고 있습니다.

@memorynote_ 아 이제 매크로 호재도 좀 주라….. ㅜㅜ

Kazatomprom’s 2026 Outlook: The "Saudi Arabia of Uranium" is officially nursing a sulfuric acid hangover. #uranium $KAP just dropped their full-year 2025 numbers alongside their 2026 guidance. If you’re playing the nuclear renaissance, pour yourself a strong cup of coffee. The structural supply deficit just got a massive, heavily audited reality check. Here’s why the global cost curve is violently shifting to the right: 🚰 1. The Tap is Jammed KAP slashed their 2026 production target by roughly 10%, guiding for 27,500 to 29,000 tU. The culprit? Our old nemesis, the sulfuric acid shortage. It turns out you can’t just spreadsheet in-situ recovery mining into existence. The world’s dominant producer is flat-out telling the market that ramping up operations is way harder than it looks on paper. 📈 2. The Floor is Rising This is the most critical takeaway for the entire sector. KAP’s All-In Sustaining Costs (AISC) are forecasted to spike 21% year-over-year in 2026, hitting $35.00–$36.50/lb. Between the new, differentiated Mineral Extraction Tax (MET) and sticky supply chain inflation, the era of cheap, sub-$20 uranium belongs in a museum. The real implication: If the absolute lowest-cost producer on earth is watching their expenses balloon, what is the true incentive price needed for Western developers to actually break ground? (Hint: The spot price needs to go much, much higher). ☢️ 3. Utilities Are Finally Waking Up Management explicitly called out that major consumers are now "prioritizing physical availability over short-term price concerns," locking in contracts deep into the next decade. Utility buyers are finally figuring out that securing actual, physical pounds to keep the grid running beats haggling over a few dollars on the spot market. 🦉The macro thes is a structural supply bottleneck, a rising global cost floor, and utility buyers shifting from total complacency to action remains rock solid. Western producers and near-term developers should be sending KAP's management an edible arrangement today. The premium on reliable, geopolitically secure pounds just got a lot higher. Stay focused, manage your risk, and respect the math. ⚛️👇

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