Alexandra Franzos

A Uranium & Nuclear Energy stock squeeze like the 1970s is coming, $200+ uranium why? history rhymes. -Record oil gold prices but Uranium outperformed 600% -Big oil started mining uranium in the 70s & they profited from it long term -Dogecoin market cap is larger than the U.S. uranium producers combined -Nvidia is getting into Nuclear power because of their bottleneck $5 T MC -AI data centers driving massive power demand 50 GW or 50 new Houston cities -Datac enters 50% of planned capacity are likely delayed because of energy -Uranium designated a U.S. critical mineral -85 million lb deficit from AI reactor demand for the future -U.S. Defense Production Act being used for nuclear fuel supply chain -China currently building 50 nuclear reactors, 7 coming online this year U.S. built 55 in the 1970s in < 10 years -Global nuclear build out accelerating 70+ reactors under construction 400 operational 300+ permitting -U.S. Nuclear / Uranium Renaissance -Stagflation-type environment risk -S&P crashed -48% over 2 years Uranium ran up 500% from 1973 lows. -AI race becoming a national security priority -Global energy insecurity & Energy crisis -Russia Uranium ban effect 2027- supply risk via conversion, enrichment -SMRs + HALEU demand & technology surge dozens of SMRS pending permits -$4.3B U.S. push for domestic enrichment -AI arms & Space race = national security priority -Years of underinvestment in uranium mining long mine lead times 5 -10+ years -Long mine lead times, supply can’t respond quickly -Utilities re-entering long-term contracting cycle - Largest producers cutting output/Supply Constraints -U.S. pushing to fast-track nuclear & uranium permitting -U.S. Government working directly with industry to secure domestic uranium, conversion, enrichment -Push for streamlined NRC licensing for reactors & fuel facilities -Existing permitted projects being pressured to move into production faster -Recognition that permitting alone isn’t enough, pricing must rise to incentivize supply - Largest Uranium producer Kazatomprom reducing or constraining output -Limited conversion & enrichment capacity globally -U.S. starting from a very low domestic production base -Bottlenecks across the entire fuel cycle -Forward curve pricing higher uranium prices -Fuel cycle prices rising conversion, enrichment, SWU -Physical uranium market remains illiquid & opaque -No fast supply response to demand spikes -Energy security are becoming a global priority from Geopolitical risk & supply fragmentation I will be making some more deep dive videos as I have in the past, you can still watch the hundreds I made on the thesis since 2020 on Uranium & Nuclear.

Here comes the crypto community. Welcome to the volatility of the uranium trade bros 💥🤣 @quakes99 @SloCan68 @uranium100k @Yellowbull11

@bryan_johnson Learning how to calm your mind and just be is a serious skill huh 🤔

idk if I can keep this up you guys. I just got one more to do: a five min warm eye compress before bed. I do endless things every day. From the moment I wake up to bedtime, and even when I'm sleeping, I'm always doing something and measuring it. It never ends. Help.

The global #uranium market just got tighter with world's largest producer deciding to hoard some of its production for itself instead of selling onto the global market... Positive for ASX developers $CXU $TOE $AGE $ORP $LAM $DYL $BOE $PEN

@celestialbe1ng You make me feel less alone in this world 🥰🤣

Organising my new supplement cabinet :) 🏡

US FOCUSES ON INCREASING URANIUM IMPORTS FROM NAMIBIA DUE TO GROWING NUCLEAR INTEREST DRIVEN BY AI.

@BannermanEnergy getting a call out 💥 @brandon_munro ✅

@dr_ericberg And the best way to test?! MMA levels versus serum B12?

Vitamin B12 keeps your brain sharp and your blood healthy. But if you're constantly tired, foggy, or pale, your body might be sounding the alarm. Early detection of a deficiency can prevent long-term damage.

@CxuAsx Deserve every minute of it! Have a wonderful holiday with the fam! 🍹🏖️

To all $CXU shareholders. Thank you for the support! #uranium We have a lot of exciting things coming up so look forward to keeping you up to date! As for me I am taking a few days R&R after a hectic few weeks…. Onwards and upwards!

@Helios_Movement Hey George, always great work! Just did a week of MTHF at 60mg a day. A lot! Studied it intensively and did this alongside folinic acid, B2 and lithium orotate. I was undermethylated but went from awful joint pain in hips and pelvis to zero pain in the week. B9 is powerful.

INCLUSION IN BETASHARES GLOBAL URANIUM ETF (ASX:URNM) Very pleased to confirm $CXU has been included in this leading ETF. See announcement! #uranium #etf #investing

@CxuAsx Awesome work Jono!!!

Bernstein on #uranium

@BioavailableNd @kikimancy I’m playing around with one on my TFL that developed after Covid and a round of dustmite allergy therapy (dumbest thing I’ve ever done). It’s flattening significantly atm as I focus on folate metabolism and iodine.

@kikimancy Interesting. I've been looking into lymphatic lines and skin anomalies like moles.

From observing myself and others it seems like longterm skin issues or anomalies such as moles are often located directly over or in line with areas of extreme fascia/muscle tension

@theallinpod Going to be an interesting microbial experiment

David Friedberg: The Moon is the Next Industrial Frontier “ I think the moon could end up being the next industrial frontier for humanity. And the reason is, if you can get to the moon, it has an extraordinary abundance of material that we can mine, process, and manufacture into goods. And ultimately the cost to ship those goods back to the Earth is zero. And the reason is that on the moon, you can take advantage of the low gravity, it's about 1/6 the gravity, and the complete lack of an atmosphere, meaning that it's frictionless to move material off of the moon and very low energy to move it off of the moon. In fact, the design for moving material off of the moon is to use what's called a mass driver, which is like a train track, like a rail, like an electric rail. And you could put a package on that rail and use electricity to accelerate that package to 100 G-Force, shoot it back to the earth, or theoretically shoot it to Mars, and it will go to the exact point on the Earth you want it to go to, reenter the atmosphere, and land with a simple parachute where you want it to go. So we could run continuous mining, continuous manufacturing processes on the moon at a fraction of the cost of what it would take to do it here on Earth.”

NASA IS WORKING ON A NUCLEAR BATTERY THAT CAN LAST FOR 433 YEARS.

@CxuAsx Hope you have a lovely Easter break with the family!

@AFranzos Hey A! Yep been a busy but also really fun couple of weeks. Exhausted but it was worth it!

🔥🔥RESPONSE TO ASX PRICE QUERY To all $CXU faithful pls find a brief video explainer after a ripping couple of days trading! The #uranium thesis keeps getting stronger! And I am extremely excited about the many opportunities ahead of us. 🙏Pls REPOST!

GERMANY MINISTER URGES NUCLEAR RETHINK AS ENERGY PRICES SOAR: FT

German economy minister urges nuclear power rethink as energy prices soar ft.trib.al/8YEoFkB