Ironically, the last 48 hours will prove to be a moment which reinforces (and perhaps even increases/accelerates) the previously high energy (#uranium) demand assumptions, as it will make clear that the US tech coys are even more motivated to wake up and win this arms race, and apply the same amount of compute and energy for even greater advances then they thought possible last Friday…. 
My thinking: Whoever ultimately has the lead in this race will be unassailable as they can repel any advances from others in the same way that the large US tech coys today have moats due to size/leadership…. Coming 2nd is simply not an option…
#NuclearEnergy @uraniuminsider @RealRickRule @antonioresource @JekyllCapital
#uranium