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Oklo’s NRC Principal Design Criteria Topical Report Approved for Aurora Powerhouse in Idaho
Oklo announced today that the U.S. Nuclear Regulatory Commission has approved the Principal Design Criteria topical report for the Aurora powerhouse currently under construction in Idaho. The topical report was approved on an accelerated review schedule, reflecting the regulator’s efforts to modernize licensing pathways for advanced reactors while maintaining stringent …
If the fed chair doesn't have veto powers, how is it possible for a "compromised" nominee to influence decisions?
Trying to be apolitical as much as possible, and asking this purely out of curiosity. Assuming Powell is forced out by Warsh, who is allegedly a puppet of the POTUS, how can he do his bidding, when other members can easily block his decisions? Most of the current fed has …
Is the market becoming too concentrated in AI-related names?
Lately it feels like a relatively small group of mega-cap AI-related stocks is carrying a disproportionate share of index performance. On many sessions, breadth looks weaker than headline index moves suggest, which makes the overall market feel more concentrated than in previous cycles. I’m wondering whether this is simply normal …
Robot Wars - Defence Holdings. (ALRT.L)
Robot Wars - Defence Holdings. (ALRT.L) The BBC today published a story about Robot/AI wars'. How the new tech is being used by Ukraine against Russia's Unlawful War. Defence Holdings (alrt - £29mln mkt cap) are building into this area. This is a small cap stock being built from a …
Create a group to discuss stock market opportunities daily.
I want to create a small, focused community of people who are passionate about the stock market. Our goal is to have online discussions every day before the market opens. 1: Discuss potential opportunities that may arise on the day. 2: Share insights, research, or strategies 3: Discuss overall market …
Why Analyst Price Targets Are Almost Always Wrong
This is because the model does not produce the target but the target produces the model. Stock rallies 20%. Analyst raises target 20%. They call it revised assumptions. The conclusion came first and the spreadsheet got rebuilt around it. If targets were honest, a price movement would only change the …
$ARX Thesis | Disguised Growth AI Play Within Insurance (116% Upside)
**Accelerant Holdings ($ARX) - Long @$13 per share** NFA - DYOR Theme: *"Invest where the puck is going"* \- AI buildout -> undiscovered AI beneficiaries **TLDR** \+ >30% rev/ EBITDA growth \+ AI beneficiary w/ strong data-driven MOAT in small specialty insurance \+ very likely to beat-and-raise several times over …
$RKLB is a real space business, but the stock is already priced like Neutron works
Rocket Lab is one of the few public space companies where the business is already real. Revenue exists, launches are happening, government customers are involved, and the backlog is large enough to matter. That still does not make the stock cheap. The company reported about $602M of revenue in 2025, …
Why is the market ripping now, when it was sputtering/flat before the war started??
I cant post a picture but I remember what the market was like before the war started and it was pretty flat and sputtering, IMO. When the war started and sensibly went down but with talks of the war ending,, it is now ripping to new highs. Im just confused …
Could be Time to Buy Robotic Stocks 🤖 Musk & Jenson call them the biggest TAM ever.
Elon Musk has been banging on the table about Robotics, Jensen Huang views robotics as the next massive growth Frontier after Ai, which will integrate into every industry. Jenson recent said "billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories." "Everything that moves …