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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
Pharma buffer inventories were 30–60 days and that clock started February 28. Every industry that touches a chip, a medicine, a tyre, or a petrochemical feedstock is downstream of inputs that have no strategic reserve and no rapid substitution pathway.
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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 · 30/03/2026
No. Norway does not plan to join the EU.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 29/03/2026
Zoom out, dumbo.
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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
Far from it. Besides, stocks can stay overbought and oversold for a long time. Look at the monthly chart of PLTR for reference.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 28/02/2026
Just as in 1973, the current conflict with Iran is causing Western nations to desperately seek energy independence. With Brent crude now flirting with high levels following "Operation Epic Fury," nuclear power is once again becoming the logical, long-term answer for baseload power.
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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
And there’s the agreement with Italy-based RAIT 88. RAIT 88 acts as a door-opener for Terra Innovatum into the European defense sector and among NATO allies for use of SOLO in ruggedized environments, humanitarian missions, and disaster relief.
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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 · 15/02/2026
There is a revolution going on in the software industry. Many things will change and the market is pricing that in.
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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
X-energy’s approval to commercially produce fuel using HALEU in the U.S. creates a reliable, domestic "end-to-end" supply chain.
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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
Oil will eventually peak as both the EU and China seek to reduce their dependence on OPEC and are investing heavily in electrification. AI, robotics, and automation will also lead to a greater demand for raw materials and energy. The SMR/MMR market is set to flourish.
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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
This benefits $OKLO and $NKLR the most but particularly $NKLR, as this regulatory change is tailor-made for NKLR. While NuScale $SMR and larger reactors still face complex challenges, microreactors like SOLO and Oklo Aurora stand to benefit the most from these simplifications.
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 · 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
This does not remove safety oversight, but it does remove years of procedural delay for federal demonstrations and national security energy projects, making it much easier to move from paper to real hardware.
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ezPappi 🇳🇴 @ezpappi.bsky.social · 01/02/2026
Practically speaking, this means the Department can approve certain reactor projects without requiring a full environmental assessment or environmental impact statement, as long as the design shows low risk of offsite radiation and a clear plan for managing radioactive waste.
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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
#ABBV on my watchlist
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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
Solid state battery is around the corner. Battery swapping is braindead solution to a nonexistent problem.
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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 · 14/11/2025
Some companies/stocks are just like that. Until they aren’t. Institutions seem to be piling in
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ezPappi 🇳🇴 @ezpappi.bsky.social · 09/10/2025
Bullish on #PBR - Petróleo Brasileiro / #Petrobras www.reuters.com/sustainabili...
reuters.com
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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
And there’s that: On Sept. 30, the $7,500 EV tax credit expires and automakers warn that "a significant portion" of automakers may lose a battery production tax credit for EVs typically worth $3,000 per year next year under the law.
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