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Update: “Investment Strategy: Nuclear Energy as a Bridging Technology”
Update to the Original Thesis from 03/12/2023 Uranium Investment Market Update – April 2025 Current Market Development The spot price for...
Jun 172 min read


Investment Strategy: Nuclear Energy as a Bridging Technology
Initial Issue Date: 04/12/2023 Basis of the Idea: The ongoing debate surrounding energy supply is driving a shift in perception regarding...
Jun 177 min read


Investment Idea: AI Edge Hardware & Photonic Chips
AI edge chips and photonic processors offer powerful, energy-efficient alternatives to traditional semiconductors — reducing latency, increasing speed, and enabling scalable, sustainable computing for the growing demands of AI-driven applications.
Jun 1113 min read
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