sholland Posted February 7 Posted February 7 45 minutes ago, Spekulatius said: The small reactors are many years (perhaps a decade) away from production. The startups working on them will tell you otherwise, but when you look at what they’d are working on, it’s clear they have ways to go. One thing about the small modular reactors is security? How do you make sure l that mo malicious actors will take control of one and uses it to make a dirty bomb. Could be quite a mess. Large central units are early to protect but if you have many small ones then it could become an issue. I guess that’s something to worry about later down the road, There are over two dozen small nuclear research reactors located at universities across the U.S. I don’t think SMRs would be any special security problem.
Spekulatius Posted February 7 Posted February 7 16 minutes ago, sholland said: There are over two dozen small nuclear research reactors located at universities across the U.S. I don’t think SMRs would be any special security problem. Thats not many and Uni’s have their own security staff. These research reactors are also mostly not used to generate power and hence have low power density. Again, not an unsolvable problem but I don’t think any little town will have their own nuclear reactor in the future.
cubsfan Posted February 7 Posted February 7 15 hours ago, Spekulatius said: The small reactors are many years (perhaps a decade) away from production. The startups working on them will tell you otherwise, but when you look at what they’d are working on, it’s clear they have ways to go. One thing about the small modular reactors is security? How do you make sure l that mo malicious actors will take control of one and uses it to make a dirty bomb. Could be quite a mess. Large central units are early to protect but if you have many small ones then it could become an issue. I guess that’s something to worry about later down the road, Appreciate the feedback. Keep hearing about OKLO and SMR, some with no revenues and huge valuations - so really not for me. But the uranium trust seems much less risky.
Spekulatius Posted February 7 Posted February 7 (edited) 4 hours ago, cubsfan said: Appreciate the feedback. Keep hearing about OKLO and SMR, some with no revenues and huge valuations - so really not for me. But the uranium trust seems much less risky. I follow Kainos, mostly because a recruiter contacted me once and it sounded interesting but not sure it’s the work I want to do. They are still have to solve many problems on the material science side as well as with equipment. My guess is they are 5 years away from even a prototype . The advantage of small nuclear reactors is less large catastrophe risk and you can iterate faster. However, from a safety POV, they still have to be protected enough that you can drive a large truck, fly a small airplane into a unit and break the containment. Assume a molten metal reactor like Kainos and this would create quite a radioactive mess. Edited February 7 by Spekulatius
John Hjorth Posted February 7 Posted February 7 Bought some Novo Nordisk shares on Wednesday 4th February 2026], listed in Copenhagen, [[NOVO B.CPH], mostly to replace Novo Nordisk shares, listed in New York [NVO], plus the rest for existing available cash, not already allocated for other executions later.
LC Posted February 7 Posted February 7 (edited) 1 hour ago, Spekulatius said: However, from a safety POV, they still have to be protected enough that you can drive a large truck, fly a small airplane into a unit and break the containment. Assume a molten metal reactor like Kainos and this would create quite a radioactive mess. I think SMRs have much less requirements vs. a larger nuclear facility. Nuclear waste is relatively self-contained and I imagine site design is optimized to limit exposure. Some interesting discussion here: Trump admin is also relaxing requirements: https://www.npr.org/2026/01/28/nx-s1-5677187/nuclear-safety-rules-rewritten-trump (hope we like drinking green water!) NRC: https://www.nrc.gov/reactors/new-reactors/advanced/modernizing/rulemaking/part-53 Edited February 7 by LC
sleepydragon Posted February 9 Posted February 9 On 2/6/2026 at 5:19 AM, ASTA said: structured note MSFT-SPGI 1 year 17% yield What does this mean? How are u buying it?
frommi Posted February 9 Posted February 9 (edited) sold my last bit of BTI and EQNR to buy more CSU, with that CSU is now my biggest position at 9%. Also bought some EVO leaps. Edited February 9 by frommi
MxMI17 Posted February 9 Posted February 9 More AJG. Market seems to be cooling on insurance brokers, but that is still a very reliable toolbooth business
yesman182 Posted February 9 Posted February 9 11 hours ago, frommi said: sold my last bit of BTI and EQNR to buy more CSU, with that CSU is now my biggest position at 9%. Also bought some EVO leaps. ML has said he thinks the terminal growth rate is something like 10% per year. What are you estimating it grows at for the next 5 years? it seems like the stock is fairly priced if you think it will grow its cash flow at 10% per year for the foreseeable future. I assume you think they will be growing faster than 10%?
frommi Posted February 9 Posted February 9 (edited) 7 minutes ago, yesman182 said: ML has said he thinks the terminal growth rate is something like 10% per year. What are you estimating it grows at for the next 5 years? it seems like the stock is fairly priced if you think it will grow its cash flow at 10% per year for the foreseeable future. I assume you think they will be growing faster than 10%? They should easily be able to grow at 15%, but you never know 15% from growth, 50% upside to fair value/5 years = >20% returns, thats my math right now. Edited February 9 by frommi
tede02 Posted February 10 Posted February 10 I bought two companies that have been on my watchlist for years, FDS and MORN. Both have been crushed in the software sell-off. They look fundamentally attractive but AI may be a real risk which is why I'm keeping my position size small.
sleepydragon Posted February 11 Posted February 11 10 hours ago, frommi said: agree, sold puts on FDS Haha. Me too today.
sleepydragon Posted February 11 Posted February 11 There’s no way this AI thing is going to hurt MCO’s business. Even SPGI’s missed earning call is largely due to its business intelligence division which has nothing to do with MCO’s business. FDS’s sell off is also too much. FDS provides some very unique data and they partner with other firms (including SPGI like) which wrap AI on top of their data and deliver to customers. No matter if u buy it from ChatGPT or SPGI , u need to pay license fee to fds. Of course, maybe they are being hurt because buyside seats are shrinking, but still mid teen PE is just too cheap..
tnathan Posted February 11 Posted February 11 4 hours ago, giulio said: i've been buying some UMG lately and a starter in STVN I also bought a position in STVN
Saluki Posted February 11 Posted February 11 Bought a little MSCI, CPNG and got a partial fill on a little TBTC from a resting GTC limit order I have.
Spekulatius Posted February 11 Posted February 11 (edited) CSU, WDAY and a few more adds (RYAN, AJG) Edited February 11 by Spekulatius
Lance Posted February 11 Posted February 11 Added to AJG, BRO, DBOEY, SPGI and Solana. Wrote puts on BSOL. Watching ICE and RYAN. Thanks Lance
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