Nuclear Power’s Bright Outlook. Plus, Quarterly Or Semiannual Reporting?
Update: 2025-09-19
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Description
A top Wall Street strategist talks fission (and fusion). And Jack has a guide to arguing about company reporting.
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In Channel
@24:00 you asked when "we'll" be using nuclear energy. I'm pretty sure that energy is about to be reserved for top tier customers, such as spAI data centres. The intermittent unreliable #GreenGraft energy is for the proles. I know it doesn't quite work like this, but it appears pricing and supply is about to invert with this new demand load. Used to be residential got priority, and commercial customers would volunteer to go off line, if capable in exchange for rate considerations.