To The Moon

$Energy Fuels(UUUU)$ $LYNAS RARE EARTHS LTD(LYC.AU)$ $NuScale Power(SMR)$ I’ve spent years dissecting commodity cycles, from uranium squeezes to lithium booms, and nothing rivals the rare earths saga for its fusion of geopolitics and industrial necessity. I’m watching Trump’s latest claim: an $8.5 billion “pipeline ready to go” with Australia, and I’m not buying the hype of overnight mineral independence. Mining’s the easy part; refining’s the fortress, and China built it. I’m tracking this not for the politics, but for the asymmetric setups it creates in the volatility. 🇺🇸 Geopolitics: Alliances Over Ambition The Trump-Albanese pact announced in October was pit

🎯 The Funnel Approach to AI & Energy Investing 🎯 The recently announced US$70B investment by Trump and Senator McCormick, focused on scaling AI compute capacity and energy infrastructure in Pennsylvania, isn't just another political headline. It's a core infrastructure catalyst that de-risks some of the most advanced tech rollouts in the world. For anyone allocating capital into advanced manufacturing, AI supply chains or electrified transport, this is a high-confidence signal. It specifically underpins medium-term fundamentals for the stock market. Through the backbone of this US$70B plan, here's why: ➡️ The core engineering problem - AI training and inference workloads are driving exponential demand for power density. - The training frontier models is doubling annually. For eac