You draw a strong link between AI / data-center demand and nuclear power/rare-earths in the article. Could you elaborate on how you assess the timeline and scale of that feedback loop — in other words, when and how much do you expect AI-driven demand to meaningfully impact nuclear utilities and rare-earth miners compared to other demand drivers (e.g., EVs, renewables)?

I'm not very familiar with this space. What is competitive landscape like and how direct is the competition? If tight, what sets this company apart or gives them a competitive edge?

Good analysis, and very eye opening!

Very thorough article. But I'm confused why you seem to blame the US for the war, when Russia is the obvious aggressor. Russia invaded Ukraine, not the other way around, and not the US.

Well done, I agree with you.

I appreciate investing in companies that are humane in their approach.

What does this have to do with investing?

What ever happened to this planned IPO? Is it still happening?

Being critical of any government is fair and allowed. Collectively insulting an entire people, is bigoted. I see you insult Trump, but not all Americans. I see you insult Putin, but not all Russians. But I also see you save your biggest insults for Netanyahu, and at the same time, collectively attack all Israelis. That makes you a bigot. If you are open minded, you will do some soul searching and ponder on that and come away a better person.

Blaming everything on the Jews/Israel... it is the one thing the extremists on the right and the left can agree on.