The Transcript
RT @TheTranscript_: $CMG CEO: Core Chipotle customers skew affluent and digitally engaged.
“We learned that 60% of our core users are over $100,000 a year in household income… That gives us confidence that we can lean into that group in a more meaningful way.”
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RT @TheTranscript_: $CMG CEO: Core Chipotle customers skew affluent and digitally engaged.
“We learned that 60% of our core users are over $100,000 a year in household income… That gives us confidence that we can lean into that group in a more meaningful way.”
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Bourbon Capital
RT @BourbonCap: 5 Small-Cap Stocks with Strong Upside Potential
1. $SMR - NuScale
NuScale is the leading pure-play developer of small modular nuclear reactors (SMRs) and is uniquely positioned to benefit from rising demand for clean, reliable baseload energy, particularly as AI data centers and advanced manufacturing drive structural growth in electricity consumption.
Governments and utilities are increasingly prioritizing decarbonization while maintaining grid stability. SMRs are gaining momentum because they provide carbon-free baseload power with smaller footprints, faster deployment timelines, and enhanced safety features. This shift is translating into multi-year, multi-billion-dollar deployment opportunities.
NuScale holds a decisive regulatory advantage as the only SMR developer with full design certification from the U.S. Nuclear Regulatory Commission (NRC). This significantly de-risks execution and accelerates commercialization relative to competitors.
The agreement involving ENTRA1 Energy and the Tennessee Valley Authority (TVA) for up to 6 gigawatts of SMR capacity (equivalent to 72 NuScale Power Modules), represents the largest SMR deployment program ever announced in U.S. history.
ENTRA1’s inclusion in the U.S.–Japan energy framework agreement could unlock up to $25 billion in investment for baseload energy projects, strengthening NuScale’s global commercialization pathway.
NuScale targets first commercial power around 2030, supported by rising demand for reliable, carbon-free energy and its ability to offer behind-the-meter solutions for data centers and industrial customers. Importantly, the company maintains a relatively clean balance sheet while revenue growth is expected to accelerate materially as projects advance.
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RT @BourbonCap: 5 Small-Cap Stocks with Strong Upside Potential
1. $SMR - NuScale
NuScale is the leading pure-play developer of small modular nuclear reactors (SMRs) and is uniquely positioned to benefit from rising demand for clean, reliable baseload energy, particularly as AI data centers and advanced manufacturing drive structural growth in electricity consumption.
Governments and utilities are increasingly prioritizing decarbonization while maintaining grid stability. SMRs are gaining momentum because they provide carbon-free baseload power with smaller footprints, faster deployment timelines, and enhanced safety features. This shift is translating into multi-year, multi-billion-dollar deployment opportunities.
NuScale holds a decisive regulatory advantage as the only SMR developer with full design certification from the U.S. Nuclear Regulatory Commission (NRC). This significantly de-risks execution and accelerates commercialization relative to competitors.
The agreement involving ENTRA1 Energy and the Tennessee Valley Authority (TVA) for up to 6 gigawatts of SMR capacity (equivalent to 72 NuScale Power Modules), represents the largest SMR deployment program ever announced in U.S. history.
ENTRA1’s inclusion in the U.S.–Japan energy framework agreement could unlock up to $25 billion in investment for baseload energy projects, strengthening NuScale’s global commercialization pathway.
NuScale targets first commercial power around 2030, supported by rising demand for reliable, carbon-free energy and its ability to offer behind-the-meter solutions for data centers and industrial customers. Importantly, the company maintains a relatively clean balance sheet while revenue growth is expected to accelerate materially as projects advance.
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Michael Fritzell (Asian Century Stocks)
RT @qualityvalueinv: New post today - stock write-up on Greens Co Ltd, a Japanese hotel operator. Link below. ⬇️ https://t.co/9n8SNCljFN
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RT @qualityvalueinv: New post today - stock write-up on Greens Co Ltd, a Japanese hotel operator. Link below. ⬇️ https://t.co/9n8SNCljFN
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Lumida Wealth Management
MidTerm Election: A Danger For Markets?
Since 1945, the S&P 500 has averaged roughly +9.3% annually.
In midterm years, that drops to about +3%.
More important than the average return is the path.
The average peak-to-trough drawdown across all years is ~-13.7%.
In midterm years, it deepens to roughly -17%.
Half of the 20%+ intra-year drawdowns since 1945 occurred in midterm years.
How do you position in this regime?
Find out in today's newsletter: https://t.co/2LFZQ332rY
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MidTerm Election: A Danger For Markets?
Since 1945, the S&P 500 has averaged roughly +9.3% annually.
In midterm years, that drops to about +3%.
More important than the average return is the path.
The average peak-to-trough drawdown across all years is ~-13.7%.
In midterm years, it deepens to roughly -17%.
Half of the 20%+ intra-year drawdowns since 1945 occurred in midterm years.
How do you position in this regime?
Find out in today's newsletter: https://t.co/2LFZQ332rY
tweet
The Transcript
RT @TheTranscript_: Volvo CEO: Electrification is shifting from margin dilution to margin neutrality or accretion.
“There is absolutely no risk that we will lose profitability if customers now go from a hybrid XC60 to an all-electric EX60… that is a game changer.”
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RT @TheTranscript_: Volvo CEO: Electrification is shifting from margin dilution to margin neutrality or accretion.
“There is absolutely no risk that we will lose profitability if customers now go from a hybrid XC60 to an all-electric EX60… that is a game changer.”
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Michael Fritzell (Asian Century Stocks)
RT @InvestInAssets: Average holding period for investors: https://t.co/m3NJEL8KMp
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RT @InvestInAssets: Average holding period for investors: https://t.co/m3NJEL8KMp
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