📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Trump Approves 30-Year U.S.-Saudi Nuclear Cooperation Deal - WSJ - $Oklo(OKLO.US) $X-Energy(XE.US) $NANO Nuclear Energy(NNE.US) $NuScale Power(SMR.US) $Centrus Energy(LEU.US) $Constellation Energy(CEG.US) $Vistra(VST.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗧𝗵𝗲 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗝𝗼𝘂𝗿𝗻𝗮𝗹 reports President Trump approved a 𝟯𝟬-𝘆𝗲𝗮𝗿 nuclear cooperation deal.➤ Agreement would support 𝗦𝗮𝘂𝗱𝗶 𝗔𝗿𝗮𝗯𝗶𝗮'𝘀 civilian nuclear program.➤ Deal could permit 𝘂𝗿𝗮𝗻𝗶𝘂𝗺 𝗲𝗻𝗿𝗶𝗰𝗵𝗺𝗲𝗻𝘁 on Saudi soil.➤ U.S. companies would play a leading role in 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 development.➤ U.S. firms could build 𝘂𝗿𝗮𝗻𝗶𝘂𝗺 𝗲𝗻𝗿𝗶𝗰𝗵𝗺𝗲𝗻𝘁 facilities if deemed necessary.➤ Deal is reportedly worth 𝗯𝗶𝗹𝗹𝗶𝗼𝗻𝘀 𝗼𝗳 𝗱𝗼𝗹𝗹𝗮𝗿𝘀.➤ Administration says pact preserves 𝗨.𝗦. influence over Saudi nuclear development.➤ Agreement aims to reduce risks of 𝗺𝗶𝗹𝗶𝘁𝗮𝗿𝘆 diversion of nuclear technology.➤ Deal will be sent to 𝗖𝗼𝗻𝗴𝗿𝗲𝘀𝘀 for review in the coming days.➤ Lawmakers may oppose the agreement over 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗽𝗿𝗼𝗹𝗶𝗳𝗲𝗿𝗮𝘁𝗶𝗼𝗻 concerns.
Defiance Daily Target 2X Long VST ETF
VSTL22.5588.01% ( -1.965 )
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NASA Estimates $𝟮.𝟭 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 for Nuclear-Powered Mars Mission - $Oklo(OKLO.US) $NuScale Power(SMR.US) $NANO Nuclear Energy(NNE.US) $Vistra(VST.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗔𝗦𝗔 estimates $𝟮.𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 for the 𝗦𝗽𝗮𝗰𝗲 𝗥𝗲𝗮𝗰𝘁𝗼𝗿-𝟭 𝗙𝗿𝗲𝗲𝗱𝗼𝗺 mission.➤ Mission launch is targeted for 𝗹𝗮𝘁𝗲 𝟮𝟬𝟮𝟴.➤ Funding plan requests $𝟲𝟰𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in 𝟮𝟬𝟮𝟲.➤ Funding includes $𝟴𝟵𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in 𝟮𝟬𝟮𝟳 and $𝟰𝟭𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in 𝟮𝟬𝟮𝟴.➤ Final $𝟭𝟴𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 is planned for 𝟮𝟬𝟮𝟵.➤ Cost estimate excludes the 𝗦𝗸𝘆𝗙𝗮𝗹𝗹 science payload mission.➤ Mission aims to validate 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗰 𝗽𝗿𝗼𝗽𝘂𝗹𝘀𝗶𝗼𝗻 in flight for the first time.➤ Spacecraft is expected to carry 𝘁𝗵𝗿𝗲𝗲 𝗵𝗲𝗹𝗶𝗰𝗼𝗽𝘁𝗲𝗿𝘀 to Mars.➤ Helicopters will collect scientific data and search for 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝘄𝗮𝘁𝗲𝗿 𝘀𝗼𝘂𝗿𝗰𝗲𝘀. - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: South Korea to accelerate nuclear builds to meet surging AI-related power demand - $Oklo(OKLO.US) $NANO Nuclear Energy(NNE.US) $NuScale Power(SMR.US) $Vistra(VST.US) $Constellation Energy(CEG.US)
South Korea plans to shorten nuclear plant construction cycles to meet rapidly rising power demand from AI, data centers and planned semiconductor cluster investment, the presidential office said. Construction currently takes about 9–10 years and officials will study ways to cut that timeline; measures will be included in the upcoming long-term power supply-demand plan. Nuclear already supplies roughly one-third of South Korea's electricity, but regulatory hurdles and complex build requirements are bottlenecks; small modular reactors (SMRs) are intended to speed deployment but remain early-stage and not yet widely commercial. - H
$Vistra(VST.US) | Bernstein 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 on 𝐕𝐢𝐬𝐭𝐫𝐚 with 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, sets 𝐏𝐓 𝐚𝐭 $𝟏𝟖𝟏
Analyst initiates on Vistra as a 'value compounding story' with a diversified, FCF-generating fleet repricing into a higher power price environment.
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Featured$Clean Energy Fuels(CLNE.US) - Early RNG Infrastructure Watch
Clean Energy Fuels caught my attention because this is not just another clean energy headline — it is a real infrastructure milestone.
The company recently began production at its East Valley Cattle renewable natural gas facility in Idaho, one of the largest single-site dairy RNG facilities in North America. The facility is equipped with six anaerobic digesters and can process over 5 million gallons of manure daily, converting waste methane into renewable natural gas for transportation fleets.
What makes this interesting is the monetization angle. The project has received approvals to generate renewable fuel credits, including RINs and California LCFS credits, which can support the economics of RNG production. It was also developed through Clean Energy’s joint venture with bp, giving the project stronger institutional backing.
From a chart perspective, CLNE briefly tested the $2 level in premarket after the East Valley milestone but faded back under it. That keeps $2 as the key level I’m watching.
For now, this is not a confirmed breakout. The stock is still speculative, currently trading under $2, and profitability remains the key thing to watch. But with RNG volumes growing, station infrastructure expanding, and East Valley now online, I think CLNE is worth keeping on the watchlist as an early-stage clean fuel infrastructure play.
I’m watching whether the stock can reclaim and hold above $2 with volume, because that would show stronger demand behind the catalyst.
Trade Showcase: Trade, Show & Earn Rewards! - M
Strong finish to the week with the help of $Velo3D(VELO.US) $Penguin Solutions(PENG.US) $D-Wave Quantum(QBTS.US) $Amtech(ASYS.US) $Arista Networks(ANET.US) $GlobalFoundries(GFS.US) and $Vistra(VST.US)
Have a great long weekend!
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$Vistra(VST.US) | 𝐕𝐢𝐬𝐭𝐫𝐚: Jefferies maintains 𝐁𝐮𝐲, cuts 𝐏𝐓 𝐭𝐨 $𝟏𝟗𝟎
Analyst sees recent pullback creating compelling value opportunity, with data center exposure and contracted EBITDA supporting upside.
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$Vistra(VST.US) Slim Sales Miss
REV: $5.640B vs $5.650B estExpects Adjusted EBITDA Guidance of $6.72B-$7.52B🟩 +6.64%
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U.S. bank stocks were stagnant again today: Citigroup and JP Morgan had no significant movement. Looking down at my account, I'm starting to wonder if I was watching the wrong market...
The new energy sector is also dragging its feet, with Vistra and New Era Energy continuing their downward slide.
However, $American Resources(AREC.US) suddenly spiked, +5% leaving me completely confused. I genuinely can't understand this kind of movement in resource stocks. It feels like I'm just picking up shells on the beach, and the bull market will never come to me 😥
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This wave of clean energy is really making me envious. The gains of CEG and GEV have really rubbed salt in the wound for an old bagholder like me who got off the ride too early. I previously kept only a small position in NEE due to insider selling, and now the entire sector is rallying, leaving me on the sidelines, going in circles. Even old-guard energy companies like VST and CEG are rejuvenated, and the AI smart grid concept has ignited GEV. Looking back, GE Aerospace has instead stalled. Should I adjust my positions, or wait a bit longer? The more I hesitate, the more passive I become. The market always makes people both greedy and timid.
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The recent two-week trend of energy stocks appears to be a divergence in fundamentals, but it's more like a policy stance.
Similarly, for "electric power", on one side, $GE Vernova(GEV.US), $Quanta Services(PWR.US), and $Bloom Energy(BE.US) surged straight up; on the other side, $Constellation Energy(CEG.US), $Vistra(VST.US), and $Talen Energy(TLN.US), these IPPs holding large amounts of power generation assets, were directly pressed to the floor. This is not a stock selection issue, but a matter of being on the wrong side. The past hundred years...
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$Oracle(ORCL.US) According to informed sources, OpenAI has signed an agreement to purchase $300 billion worth of computing power from Oracle over approximately five years, a massive commitment far exceeding its current revenue levels. This deal is one of the largest cloud service contracts in history, reflecting that despite growing market concerns about a potential bubble in the AI sector, spending on AI data centers continues to climb to new highs. The contract will require 4.5 gigawatts of power capacity, roughly equivalent to the output of more than two Hoover Dams or the electricity for about four million households. CEO Safra Catz stated that the company signed contracts with three different customers during the quarter.
$Vertiv(VRT.US)$Vistra(VST.US)$Bloom Energy(BE.US)
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Just in: Pelosi is up again🙃
Vistra Energy is +5% AH's after PJM Interconnection's latest capacity auction came in higher than expectedThis mean higher capacity payments for power generators like VistraShe bought ~$1M of $Vistra(VST.US) calls back on 1/13/25She's up 22% since
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Foreign Capital Feedback: What Our Clients Are Asking After the Plunge (3)
Forwarded from: Hangzhi The US stock market had a tumultuous day... "NVIDIA's market value evaporated by $589 billion, setting a record for the largest loss in market history"... In fact, $NVIDIA(NVDA.US) closed below the 200-day moving average today, marking the first time in nearly two years. Why did the market experience such significant fluctuations and reactions today? For days like today, there is often no single answer, but it seems to be a mix of several factors: the bullish sell-off of popular stocks (looking back about two months...
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$NANO Nuclear Energy(NNE.US)【North American uranium mining stocks and nuclear energy concept stocks surged, Microsoft to receive nuclear power supply from Constellation Energy】Constellation Energy (CEG) once rose about 17.1%, Vistra (VST) once rose about 11.1%, Uranium Energy (UEC) rose 6.4%; Canada-listed Cameco once rose over 8.03%, Energy Fuels once rose over 7%, Denison Mines once rose 5.58%. Earlier on September 20, Constellation Energy, the top nuclear reactor operator in the U.S., expects Three Mile Island to resume power generation services in 2028 to meet Microsoft's demand.