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Tim Cook 🐐 Retires, Mark Gurman Joins, Image 2, CARRGATE, Smell-O-Vision Founder Joins

TBPN / YOUTUBE / Jun 14

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Yeah, we'll be announcing things, uh, very soon. Uh, but what I can share on the dates, and this is actually another unique thing we're doing, part of our strategy is we're pursuing this thing we call gas-to-nuclear conversion. So we're actually going to be building half the nuclear plant right away. Okay, so the whole nuclear steam turbine system set up fo...

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3 published market points linked to reviewed evidence.

Published market points
132:48longdirectional thesisGEV

Orders climb for the maker whose gas turbines fire the plant early and whose BWRX-300 reactor takes over the steam later, as an NRC-blessed financing model finally makes new nuclear buildable on a timeline data centers can plan around.

Yeah, we'll be announcing things, uh, very soon. Uh, but what I can share on the dates, and this is actually another unique thing we're doing, part of our strategy is we're pursuing this thing we call gas-to-nuclear conversion. So we're actually going to be building half the nuclear plant right away. Okay, so the whole nuclear steam turbine system set up for nuclear steam conditions and quality, and we're going to fire it early with two combustion turbines as a two-on-one combined cycle. So it's kind of a Frankenstein combined cycle.

-100.00%price pending
22:31longdirectional thesisGOOGL

Google's model now powers the next Siri across a billion iPhones, a marquee distribution win on top of a year it overtook Apple's market cap and shipped Gemini 3. The laggard pays the leader.

So Ternus is—

-100.00%price pending
31:04longdirectional thesisORCL

The whole company gets repriced as investors realize the database isn't a fading legacy line but a still-growing engine, separate from the AI buildout it's lumped in with.

Oracle database as a revenue line within Oracle is growing.

-100.00%price pending