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ezPappi 🇳🇴

@ezpappi.bsky.social
76 followers 82 following 405 posts

Save like a pessimist, invest like an optimist. My posts are private twaddle and have an expiration date.

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ezPappi 🇳🇴 @ezpappi.bsky.social · 03/06/2026
New tariffs. Let the inflation rate fly. www.reuters.com/world/china/...
reuters.com
US cites forced labor concerns as grounds for new tariffs
The Trump administration has proposed ​new tariffs of up to 12.5% on imports from 60 economies after determining they had failed to curb trade in goods made with forced labor, an assertion that was re...
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ezPappi 🇳🇴 @ezpappi.bsky.social · 28/04/2026
The stock market is only pricing oil. The silent crisis: Helium for fabs (33–40% constrained, 40-day storage window, 200 containers already vented), bromine for circuit etching (SK sources 90% from a struck facility), tungsten exports near zero, sulfuric acid banned May 1.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 19/04/2026
Oil is the obvious one, but the fact that defense and food producers are looking bullish right now is worrying
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ezPappi 🇳🇴 @ezpappi.bsky.social · 29/03/2026
You'll see a massive push into electrification in the coming months.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 03/03/2026
The U.S. has been bracing for global turbulence for months. By securing exclusive access to Venezuelan crude and slashing nuclear regulations, they are insulating themselves while the rest of the world destabilizes. This is "America First" in its purest, most calculated form.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 01/03/2026
Relying on fuel sources like natural gas-subject to sudden price spikes and supply weaponization is a significant risk. #Nuclear is the logical successor for high-density demand (think hosting centres) and the best long-term solution for energy independence and climate goals. ☢️
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ezPappi 🇳🇴 @ezpappi.bsky.social · 28/02/2026
The next few months are going to be exciting. I believe #uranium is going to skyrocket, just like it did in the 70s following the Yom Kippur War. The charts are pointing that way too. Uranium bugs may make more over the long term than if they had gone with the obvious choice-oil.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 19/02/2026
Terra Innovatum $NKLR has so far signed agreements for 200 units. The FOAK is $17M. I have no idea how they will price further expansion. Memorandum of Understanding (MOU): Rock City: 50 units Ameresco: 50 units Letter of Intent (LOI): Uvation: 100 units
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ezPappi 🇳🇴 @ezpappi.bsky.social · 13/02/2026
$NKLR $OKLO $SMR $NNE $IMSR Datacentres now account for 7% of US electricity demand. Small scale nuclear reactors cant come soon enough.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 13/02/2026
$NKLR $OKLO $SMR $NNE $IMSR Amazon backed X-energy has received federal approval from the U.S. Nuclear Regulatory Commission (NRC) for its TRISO-X fuel fabrication facility. Most advanced reactors require fuel enriched between 5% and 20%, which until recently was primarily sourced from Russia.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 08/02/2026
Two more: $AMBA & $AREC
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ezPappi 🇳🇴 @ezpappi.bsky.social · 07/02/2026
$TOI & $LAC - two charts I like
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ezPappi 🇳🇴 @ezpappi.bsky.social · 07/02/2026
Poor U.S. labor market data dragged everything ⬇️ last week, especially oil. In the longer term, this means U.S. interest rates will be cut and the USD will weaken. This will stimulate the market while simultaneously driving up commodity prices. Oil & uranium prices are continuing their upward trend.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 03/02/2026
One may only wonder when the braindead markets react to this regulatory change. With the categorical exclusion, advanced reactor concepts can be deployed at INL and other federal sites much faster without the environmental red tape.
federalregister.gov
Categorical Exclusion for Advanced Nuclear Reactors
The U.S. Department of Energy (DOE or the Department) is establishing a categorical exclusion for authorization, siting, construction, operation, reauthorization, and decommissioning of advanced nucle...
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ezPappi 🇳🇴 @ezpappi.bsky.social · 01/02/2026
The Department of Energy created a new categorical exclusion under the National Environmental Policy Act for advanced nuclear reactors.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 01/02/2026
#Nuclear is the grown-up answer. Reliable baseload, tiny land footprint, no begging OPEC (no dependence on oil), no rolling blackouts. Now do the hard part: fast-track permits, standardize reactor designs, and stop letting activists and paperwork kill projects.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 30/01/2026
$NKLR $NNE $OKLO $SMR $IMSR Interesting how most SMR/MMR companies created this inverse head and shoulders.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 28/01/2026
Love the positive divergence in this long term, 3 months chart of #oil. That would also imply lower USD and higher inflation.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 27/01/2026
Equinor #EQNR 🚀
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ezPappi 🇳🇴 @ezpappi.bsky.social · 15/01/2026
With an 85% bounce off the lows, #NLKR could use a cooldown. Rotating out of #NKLR and into #S #SentinelOne.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 04/01/2026
Yeah. Oversupply fears hitting the tape and #oil opens in the red. #OOTT #Energy
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ezPappi 🇳🇴 @ezpappi.bsky.social · 03/01/2026
#Oil prices might tank in the long run if the U.S. gets into Venezuela’s reserves. It won't happen tomorrow, but we’ll probably see the market start reacting this Monday.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 03/01/2026
Up 31% in 3 days and I think it’s only heating up.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 31/12/2025
A scene from «Landman». Solar and wind don’t make much sense. Build more #nuclear reactors- #SMRs.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 18/12/2025
#NKLR Sector price action stinks right now after Musk’s tantrum about solar and SMR. These folks moving along though. investors.terrainnovatum.com/news-release...
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ezPappi 🇳🇴 @ezpappi.bsky.social · 16/12/2025
In October #NKLR updated their roadmap and moved everything up by ONE YEAR. Their latest meeting with NRC on Emergency planning was yesterday. Endless progression into an operational juggernaut? Mean price target sits at $16.33 www.terrainnovatum.com
terrainnovatum.com
Home | SOLO Micromodular Nuclear Reactor
Solo is the world’s only micro nuclear reactor commercially deployable anywhere globally within the next four years (2028).
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ezPappi 🇳🇴 @ezpappi.bsky.social · 13/12/2025
The S&P 500 is now still 37% below the +2σ line, which has marked every market top for two centuries.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 12/12/2025
US datacenter power demand projections are insane and I like #NKLR, how they’re pushing through NRC meetings lately
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ezPappi 🇳🇴 @ezpappi.bsky.social · 09/12/2025
«JP Morgan says oil prices could plunge into $30s by 2027» If that happens, Russian Federation is a federation no more. Also the housing market in Norway will go bye bye
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ezPappi 🇳🇴 @ezpappi.bsky.social · 22/11/2025
I’ve been living in San Francisco for the last week. Love the place. Such awesome people, so polite, chill and nice. Great, great town. ❤️
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ezPappi 🇳🇴 @ezpappi.bsky.social · 16/11/2025
Multiple charts indicate that the markets will bounce up. ⬆️ 🐂
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ezPappi 🇳🇴 @ezpappi.bsky.social · 09/10/2025
India is rapidly increasing its crude #oil imports from Brazil to fill a gap created by a significant reduction in its Russian oil purchases, which were stalled by U.S. sanctions pressure. So does China due to sanctions on Russia's "shadow fleet" and Ukrainian bombing of Russian oil infrastructure.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 06/10/2025
This is fun aidarwinawards.org/index.html
aidarwinawards.org
AI Darwin Awards 2025 - Celebrating Spectacularly Bad AI Decisions
Honouring those who use artificial intelligence in spectacularly reckless ways. Submit nominations for the most catastrophically ill-advised AI deployments of 2025.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 26/09/2025
I knew #Ford would go up, I just didn’t know it was because of new tariffs
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ezPappi 🇳🇴 @ezpappi.bsky.social · 25/09/2025
Hmm. Looks like markets will most likely bounce back up tomorrow
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ezPappi 🇳🇴 @ezpappi.bsky.social · 25/09/2025
Two weeks early, but all things considered, not too bad overall.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 24/09/2025
Will the U.S. government invest in #Ford next?
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ezPappi 🇳🇴 @ezpappi.bsky.social · 23/09/2025
US manufacturing and construction are experiencing recession like conditions, per FT youtu.be/yuOHbyuanbY
youtu.be
Hawley–Smoot Tariff - Ferris Bueller's Day Off.
YouTube video by International School History
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ezPappi 🇳🇴 @ezpappi.bsky.social · 18/09/2025
If history teaches us anything, this post will age about as well as milk in the sun…
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ezPappi 🇳🇴 @ezpappi.bsky.social · 18/09/2025
A potential repeat of the ’70s? www.aol.com/finance/top-...
aol.com
Top economist Torsten Slok warns of an ‘inflation mountain’ in a potential repeat of the ’70s
“The risks are rising that we could see another ‘inflation mountain’ emerge over the coming months,” Apollo Global’s chief economist said.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 14/09/2025
The Secretary-General of the Organization of Islamic Cooperation: I call for unifying the Arab and Islamic stance in confronting Israel Secretary General of the Organization of Islamic Cooperation: The Israeli attack on Doha threatens the stability of the region
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ezPappi 🇳🇴 @ezpappi.bsky.social · 14/09/2025
Qatar's Prime Minister: The Israeli attack on Doha was "state terrorism" Secretary-General of the Arab League: The international community must punish Israel for its crime against Qatar
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ezPappi 🇳🇴 @ezpappi.bsky.social · 08/09/2025
#EU weighs sanctions on #China for Russian #energy imports
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ezPappi 🇳🇴 @ezpappi.bsky.social · 08/09/2025
If you are bullish on #silver and #gold, then you have to be bullish on #oil.
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Reposted by ezPappi 🇳🇴
Koyfin @koyfin.bsky.social · 07/09/2025
The number of unemployed persons in the United States has overtaken the number of job openings. First time in more than four years.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 07/09/2025
Next week: #NASDAQ ⤵️ #Oil ⤴️
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ezPappi 🇳🇴 @ezpappi.bsky.social · 31/08/2025
#S «SentinelOne Inc. remains one of my favorite hidden diamond stocks.» #SentinelOne seekingalpha.com/article/4818...
seekingalpha.com
SentinelOne Stock: Breakthrough AI Tech Could Change Cybersecurity (NYSE:S)
SentinelOne combines strong Q2 '26 growth, standout AI-driven tech, and improving margins to build an efficient cybersecurity platform. See why S stock is a buy.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 11/08/2025
Want to identify a strong company? Add its growth rate (%) to its profit margin (%). A solid business will score 40 or more, while an exceptional one will reach 80 or higher.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 02/08/2025
#XOM, #OXY, #APA, #EQNR, #PBR etc… Most oil stocks are looking very bullish now.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 01/08/2025
The Hong Kong tech index looks bullish
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