Kiwi living in LaTam. Obsessed w/ the markets. Investor. Tanguero. Long uranium since 2017/18. Geoarbitraging. Ex-intel (GCSB, NZ Police).
Joined March 2019
- Tweets6.6K
- Following2K
- Followers234
- Likes19K
Adrian retweeted
Holy sh*t. Claude Code just found a hidden chip inside my Chinese power bank from Guangzhou. Every time I charged my iPhone, it quietly copied the whole phone…
It also read our saved Wi-Fi password off my iPhone, got onto our home network and sent everything to a server.
I bought it for $19 at an airport kiosk there 3 weeks ago. No brand, 30,000 mAh on the label, and it felt heavy.
The first time I plugged in, the screen asked "Trust This Computer?". I tapped Trust without thinking and went on with my day. That one tap gave it access to everything.
This morning I finally set up Claude Code to warn me when any device starts reading my files. An hour later, 10 seconds into charging, the screen filled with yellow warnings, then red ones: data was moving when it should only be charging.
I asked Claude Code what was going on. My phone saw the power bank as a small computer with 64 GB of storage and its own internet connection.
A USB cable has wires for power and wires for data, and a normal charger only uses the power ones. This one used both, and it had already copied all of this:
→ /device → IMEI and serial number
→ /contacts → 1,206 numbers
→ /apps → every app I have, including my 2 bank apps
→ /photos → 3,912 pictures, my passport among them
→ /wifi → our network name and its key
→ /wife's iPhone → her photos too, she charged from it twice and tapped Trust too
Each time we plugged in, it used that key to get online and send out the new files:
sends to → 47.***.***.12
uploads → 19 in 3 weeks
last one → last night at 2:14, while we slept
I pulled the cable right away. Then Claude Code blocked that address on our router and walked me through changing the Wi-Fi password and the logins for my bank apps.
I had it opened at a repair shop, and what was inside is in the first comment. A 30-second check for your own is in the second one. Save this and test every power bank in your house today.
Adrian retweeted
🤔Hmm... The way Benchmark Mineral Intelligence describes the situation sounds like a win for #Uranium #stocks no matter which way things go.🏆🤠🐂
"Sustained investment" into U miners, developers & explorers to speed up new supply would drive their share prices higher.🚀🌜
If that doesn't happen then U prices will skyrocket and drive their share prices higher.🚀🌜 Sounds good to me!😊
🚨 #Uranium miners race to catch surging #Nuclear demand🌏⏫⚛️⚡🏎️🔥⛽ New analysis by Benchmark Mineral Intelligence finds that Nuclear capacity is expanding far faster than new Uranium supply is able to keep up, pushing the supply deficit into "a shortfall forecast to widen to 18% of demand by 2027."⛏️↕️🗜️😱
“With long project lead times, policy hurdles and supply-chain concentration adding to the uncertainty, substantial investment is required across the fuel cycle — and it needs to happen soon if supply is to keep pace with demand.”💰💰🛢️☢️🏗️🏭🧑🏭
“Higher uranium prices are sending a clear signal that the market requires new supply.🆘🚨 Whilst interest in nuclear power and advanced reactor technologies is accelerating, the development of mines and fuel-cycle capacity are not happening at the same speed as demand growth.”🦥
“Without immediate investment, the industry risks a deepening structural deficit and a more volatile price environment”💲🛢️☢️🚀🌜🤠🐂🌊🏄
mining.com/charts-uranium-mi…
Adrian retweeted
Broofield $BEP CEO Bruce Flat on Westinghouse reactors:
"We have 14 plants in various forms of construction, another 40 coming shortly, another 100 after that. This build-out of [nuclear] power – because it's base load and it's clean and it's dispatchable – is very important."
Adrian retweeted
Boom!💥 #SouthKorea's reversal of its #Nuclear phase-out is driving on the #Uranium bull run🇰🇷↪️⤴️⚛️⚡🐂 as it begins to order fuel for its 26 operating reactors that won't be shut down after all😊 plus 3X initial fuel loads for 4 units under construction.⚛️🏗️⛽🛒
KHNP has issued a public Invitation to Tender📨 seeking 7.2 Million enrichment SWU over 12 years from 2028 thru 2039!👋⛽🏭🧑🏭 With SWU pricing already at an all-time high around $200, the base escalated contract value today sits near US$1.44 Billion💰🧾 but it's only the first in a series of linked contracts.⛓️📃
KHNP indicates they want up to 4.95 assay EUP and are willing to go as high as 0.35 tails assay, which would require 36.8 Million lbs #U3O8 feed 🛢️☢️ converted to UF6 at a base escalated cost of US$0.86 Billion💰🧾 using today's market pricing💲 but the largest investment KHNP will need to make starts around US$3.53 Billion using today's all-time record high of $96.50/lb🌋 for the mined U3O8.⛏️🏭🧑🏭🛒 That's usually ordered last once both the SWU and Conversion contracts are in place, which together define the final quantity of U3O8 feed that needs to be supplied.🛢️☢️🛒
A few short years ago South Korea had pledged to phase out all of its Nuclear reactors and never build more. Times have changed🦕🚀 and now KHNP are digging their spurs into the Uranium bull!🐂💥🤠 Buckle up!💺
khnp.co.kr/eng/selectBbsNttV…
Adrian retweeted
Breaking!💥📰 US has proposed that #SouthKorea acquire a stake in $10B Canadian-owned Westinghouse🇨🇦 (49% Cameco/51% Brookfield) to fulfill a 'Team Korea+US' vision aimed at jointly breaking ground on 10 large-scale #Nuclear reactors🇺🇸🇰🇷⚛️🏗️👷🤠🐂#Uranium finance.biggo.com/news/bd118…
Adrian retweeted
JUST IN: Harmonic, $HLIT, jumps 24% premarket after raising its 2026 adjusted EPS outlook to $0.67-$0.75, above the $0.40 consensus.
Adrian retweeted
US government announced another batch of critical mineral investments today - covering both domestic and foreign based assets. All signs suggest this isn't the last batch either.
Meanwhile, US Department of War has one primary source of high purity vanadium*: $LGO Largo. Will it risk that source going out of business?
* high purity vanadium is essential for military aerospace (high strength titanium alloys) among other areas. No vanadium, no F-35s
Adrian retweeted
#Uranium in 2006: $19 to $143/lb in 7 months. Not an anomaly, it’s inelasticity. Reactors can’t switch fuels. Utilities can’t defer forever.
Same setup now: term structure climbing, Saudi deal locked, DOE loans confirmed, supply breaking.
There is no substitute, no workaround, no patience. Uranium either arrives or it does not, and when is does not, prices do not rise gently. They spike.
Uranium: Positioned for the biggest rally on record. Ocean Wall's Nick Lawson diving in to the current opportunity in Uranium. Read it below on the @masterinvestor Substack.
open.substack.com/pub/master…
Have strong opinions but hold them lightly.
“We question all our beliefs, except for the ones that we really believe in, and those we never think to question.”
I’ve had a lot of these exchanges on X over the last 48 hours.
People say they want logic, but what they often want is protection from the belief they are emotionally attached to.
I will change my mind the second you give me better logic.
No ego. No emotion. No theatre.
If your argument is more sound than mine, I’ll say it in front of everyone and move on.
That takes strength, not weakness.
Adrian retweeted
This is probably one of the most insane SAMSUNG proxy on the market.
$AMPG - AmpliTech Group
> $150M market cap
> Its radios are already installed in TELUS's new 5G network, side by side with Samsung
> Every new style TELUS tower uses 5 radios per sector. 2 of them are AmpliTech's
> Sales up 49% YoY last quarter, 48% gross margins, $18M cash, zero debt
What is Open RAN? Simple: telecom giants used to buy entire networks from one vendor ($NOK, $ERIC, Huawei). Open RAN lets them mix and match equipment from multiple suppliers. TELUS is rebuilding its whole network this way by 2029.
That is how a tiny New York company ended up next to Samsung on a Tier 1 carrier's towers.
The math
5,000 towers x 6 AmpliTech radios = 30,000 radios
30,000 radios x $15K each = $450M opportunity
Trading at 0.1x the 2029 bull case math. Even if the real price per radio is a third of that, the r/r is still extremely good.
And TELUS is just the first leg:
> $118M in signed letters of intent from carriers
> Worked with $NVDA on the first AI-powered radio demo
> Shipped space hardware to a mystery Fortune 50 building a satellite internet constellation (you can guess who)
> The only US maker of a special amplifier that quantum computers need. $GOOG and $IBM have received units
Sourced:
@Lonsdale171255 (original article)
@olyth_terminal (calculations)
Finally, delivering operationally. A real company with real revenue and excellent margins!
ASP Isotopes Soars On Restart Of Silicon-28 Facility, Locks In Q3 2026 Commercial Shipments zerohedge.com/markets/asp-is…
youtu.be/rkCg7wR3_hI?si=i84I…
$ASPI mentioned on Bloomberg as a supplier of nuclear fuel to Terrapower. A reminder of why we invested!
Adrian retweeted
PUTIN “SAW THE LIGHT” after the parade!
According to sources close to the Russian president’s administration, after the parade Putin held a closed-door meeting and, for the first time in a long while, openly admitted that the war must be ended. He reportedly said the following almost word for word:
“We cannot continue. This is leading us to catastrophe.”
The Kremlin has allegedly begun urgent preparations for ending the war.
• The General Staff has reportedly been instructed to start developing a mechanism for withdrawing troops from Ukraine.
• Diplomatic channels (through Turkey, China, and intermediaries) have already been activated to launch a negotiation process.
• Witnesses claim Putin looked pale, nervous, and for the first time in many months appeared genuinely broken.
Readers added context they thought people might want to know
No credible sources report a closed-door meeting where Putin admitted the war leads to "catastrophe," ordered troop withdrawal, or activated diplomatic channels; he publicly stated after the parade that the conflict is "coming to an end" without such details. bbc.com/news/articles/… nypost.com/2026/05/09/wor… cbsnews.com/news/putin-rus…
Adrian retweeted
Strong progress across concrete works at $BMN's Etango #Uranium Project — with the stockpile tunnel taking shape 🇳🇦
🏗️ Stockpile tunnel foundation complete, with tunnel and wing walls now progressing
⚙️ Key dry plant infrastructure also advancing, including primary crushing, secondary and tertiary crushing and screening, and the fine ore silo base.
📊 Concrete works now ~32% complete, with over 5,500m³ of concrete poured.
Delivered by local contractor K Neumayer, these works are central to Etango’s processing infrastructure.
🎥 See the latest progress in our project video:
youtu.be/fJmrFZ4vh5I
Adrian retweeted
None of you own enough $LGO
In 12 months, it's gonna be looked back as such an obvious no brainer trade to buy a #vanadium producer trading so cheaply as the bull begins. #CallingIt
China revealed their 15th Five-Year Plan
- $560T investment into a new power system (+40%)
- Large-scale wind and solar expansion
- Increased stockpiling of critical minerals
- Rapid battery storage buildout
As the world’s largest commodity consumer, China effectively sets the tone for global demand.
This plan adds another major demand driver into an already tight supply environment, while the US is simultaneously competing for access to the same critical minerals.
The result is increasing pressure on already constrained commodity markets
Adrian retweeted
$aspi average helium concentration is like 3% versus like 0.04% in Qatar. This means Qatar needs to produce about x75 as much LNG as ASP Isotopes for the same amount of helium. So any customer that cares to avoid Qatar risk going forward plus CO2 emissions may pivot
$ASPI HELIUM
The average helium concentration at Qatar’s major gas fields and liquefied‑natural‑gas (LNG) plants is roughly 0.04–0.1% in the feed gas, whereas Renergen’s Virginia Gas Project reports an ave helium concentration of about 3–3.4% (with some pockets as high as ~12%).
Adrian retweeted
$aspi
I’ve been wondering about what the culture is like here inside the building. This is positive to hear from one of the newly hired plant operations managers.
Obviously, he is still in the honeymoon phase since he just joined the company, but still good to see.
