Seth Mann
640 posts


@swmann2 Oh that certainly could be true. I'm just thinking out loud. In my mind they need to show it before the year is half over..
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$amfn is getting staged for the big reveal and roll out. People don't understand yet how big this is going to be.
JS Export Int.@jsexport2424
$AMFN $ECOX More great news from American Fusion globenewswire.com/news-release/2…
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@GodArmor1 For some reason I thought I saw a post from one of the new employees that they were planning on showing it in Mid April but my memory is fuzzy. I was reading so much DD that it's all a blur. June is an extremely reasonable expectation with everything coming down the pipeline.
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@swmann2 They will show the 5 megawatt unit by the end of June I'm thinking..
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@John6724565122 Patents are already filed and the Texatron is already developed so murdering him would be pointless in my opinion. $amfn. I do agree that it is very concerning though.
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As $AMFN advances its Texatron™ fusion tech, public concern grows for CTO @PhdBrandenburg. While there are no official reports of danger, his role in sensitive fusion research mirrors a pattern of recent high-profile scientist deaths, including MIT’s Nuno Loureiro. #Fusion
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$amfn the best CEO on the OTC right here... Won't be OTC much longer.
Richard Hawkins@RHawkBiz
$AMFN - We’ve seen questions regarding our recent OTC Markets notification filing. Our audited annual financials and footnotes are already included in the recently filed Form 10, which is expected to become effective on or about May 15. As we transition to full SEC reporting, filing a separate annual report at this stage would be duplicative. We remain focused on completing this process and will update the market accordingly.
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@laubenthal_joe @alerts_otc It was announced by the CEO after the bell so the documents were probably released earlier but no one checked or noticed. Or he may have been the only person who had access to the documents at that time.
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$AMFN Court order - the 1.683 Billion shares to be cancelled - should gap up on this - nobody saw during market hours Friday
drive.google.com/file/d/1uPvrVk…
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@MrShorte @tharris789 Somebody lost a lot of money because they put a decimal in the wrong place
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@tharris789 Strange thing happened on 3/25. The value of my $AMFN position briefly jumped by over 400%. Was it a glitch...?

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@Dspeer_GIFX Somebody misplaced a decimal on a buy order earlier in the day and lost 35,000 dollars
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@felixprehn Look into AMFN American Fusion will be the first for clean Fusion From Kepler Aerospace which designed the Texatron
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Microsoft paid to restart a nuclear reactor at Three Mile Island. Amazon spent $650 million buying a nuclear-powered data center campus. Google signed the first-ever corporate deal to buy power from small modular reactors that don't even exist yet.
Three of the most valuable companies on earth are so desperate for electricity that they're buying nuclear plants.
Global data center power demand is projected to double to over 1,000 TWh by 2026. The grid operator serving 65 million Americans says it will be six gigawatts short by 2027. Retail electricity prices are up 42% since 2019. Elon Musk couldn't get grid access for his xAI data center in Tennessee so he brought in mobile gas generators and powered the entire facility off-grid.
The demand for power is growing faster than the grid can supply it. And every month it takes to build new generation capacity, the companies that already own power plants get more pricing power.
I'm buying the power generators and the nuclear operators.
Constellation Energy (CEG) operates the largest nuclear fleet in the country. They're the ones restarting Three Mile Island for Microsoft. Nuclear runs 24/7, produces zero carbon, and operates at 90%+ capacity factors. It's the only baseload power source that meets every requirement data centers have. Every major hyperscaler is now negotiating long-term power purchase agreements with nuclear operators. Those contracts lock in revenue visibility for 10-20 years. Constellation hasn't had that kind of earnings certainty in its history.
Vistra (VST) is the largest competitive power generator in the US. Natural gas and nuclear in Texas and PJM territory where data centers are concentrated. When data centers sign decade-long PPAs at premium rates, the revenue certainty transforms how you value these companies. They stop looking like volatile utilities and start looking like infrastructure monopolies with contracted cash flows.
Cameco (CCJ) is the uranium play underneath the nuclear renaissance. 34 countries pledged to triple nuclear capacity. There are only 8 publicly traded uranium miners at scale. Supply is already in a 7,000 tonne annual deficit before a single new reactor gets approved. When Microsoft, Amazon, and Google are all competing for nuclear power, uranium demand isn't theoretical anymore. It's contracted.
On the infrastructure side, Quanta Services (PWR) and MasTec (MTZ) build the transmission lines and substations these data centers need. Transformer lead times are 2-4 years. Permitting takes a decade. The companies with existing crews and utility relationships are raising prices because there aren't enough qualified teams to do the work.
I'm heaviest in the nuclear operators because the demand is locked in by 10-20 year contracts with the richest companies on earth. When Microsoft signs a 20-year PPA, that's not a forecast. That's a binding commitment.
I break down nuclear, energy infrastructure, and uranium plays every week in a 100% FREE webinar. Link is in comments.
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@MikeKashz Don't sell a single share. You're going to be rich. They have a cold fusion reactor! Shareholders have a Facebook group.
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@John6724565122 Seriously, I keep telling myself to stop looking at it and come back in 2027
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@SpecialReport @BretBaier $AMFN American fusion has a 5MW fusion reactor sitting in there shop!!! Proof from there press releases ⏬️

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As electricity demand surges from A.I. and data centers, we examine whether nuclear fusion could finally become commercially viable and what that would mean for your utility bills. @BretBaier reports #EnergyMatters
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@JoshHall2024 Can't trust any of them anymore. They never do what they say.
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🚨BREAKING: 🚨President Trump is reportedly "seriously considering" FIRING Pam Bondi and replacing her with Alina Habba as the next Attorney General of The United States. Habba has said that if made America's next "top cop", she will prosecute Barack Hussein Obama for his crimes against our nation and be The Deep State's "worst nightmare". Do YOU support Alina for AG?

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