$LEU
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澄清CPSH军工应用细节，指出海军项目商业化程度高于弹头研发。
这些是高频交易(HFT)算法对我帖子的反应，每当我提到 $ETOR、$VPG、$LEU 等股票代码时，你们都能看到这种现象。 你说得对，我本应该把细微差别表述得更清楚。 我的观点是：国防/太空/工业领域的应用可以延伸至 -> AI。目前的营收数字较低，因为许多仍是研究合同，但它们是许多项目的独家供应商(sole source)。 以下是更正说明： - 美国陆军作战能力发展司令部(DEVCOM)与 $CPSH 签订了一份为期两年的合同，以验证 CPSH 专有的钨注塑工艺能否制造“可控破片”弹头。 - 关于黑鹰直升机(Hawk Helicopters)的信息来自其官网：“维持像 UH-60 黑鹰这样的传统机队，为引入新型材料提供了独特机会。除了提高系统性能和减轻重量外，现代化工作还必须考虑配置灵活性和简洁性，以支持多样化场景下的作战。” - 这是关于设计“新型装甲地板”的小企业创新研究(SBIR)，该地板提供弹道防护，并可应用于传统(UH-60)和未来垂直起降(FVL)旋翼机。 - 关于美国海军，这是其新闻稿的原话：“这些面板是先进弹道屏蔽组件的一部分，旨在支持美国海军航空母舰和其他水面舰艇的弹道防护系统升级。” 上述所有应用场景均为事实。其中，如美国海军战舰的应用相比钨“可控破片”弹头而言，商业化程度更高。
英文原文
These are HFT algorithms reacting to my posts, you see this with every ticker mention I do from $ETOR, $VPG, $LEU, and others. You're correct I should have worded the nuance better. The point was the applicationsfor Defense/Space/Industrial could be used for -> AI. The revenue numbers are low as many are still research contracts but they are sole source for many programs. This is the correction: - U.S. Army Combat Capabilities Development Command (DEVCOM) had two year contract with $CPSH to see if CPSH’s proprietary injection molding process for tungsten can create "controlled fragmentation" warheads”. - For Hawk Helicators it was from their website "Sustaining legacy fleets, like the UH-60 Black Hawk, provides a unique opportunity to incorporate novel materials. In addition to improving system performance and reducing weight, modernization efforts must consider configurational flexibility and simplicity to support operations across diverse scenarios." - This was SBIR research to design a "novel armored floor that provides ballistic protection and which can be implemented in both legacy (UH-60) and future vertical lift (FVL) rotorcraft" - For US Navy, this was the quote verbatim from their PR: "The panels are an integrated component of advanced ballistic shields developed in support of ballistic protection system upgrades on U.S. Navy Aircraft Carriers and other surface ships" All the applications usage above are true. Some, like US Navy Warships, are more commercialized compared to tungsten that can "controlled fragmentation" warheads”.
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警告HFT抢跑散户，但坚持发布研究不受算法干扰。
如今，高频交易(HFT)会追踪我的每一条帖子。昨天它对市值57亿美元的$LEU也做了同样的操作。在我将$VPG与$TSLA的财报联系起来后，$VPG昨天上涨了9%。话虽如此，这看起来只是抢跑散户然后反向卖出。所以给其他人提个醒。如果像$OSS那样长期上涨，那只是信息发现。无论如何，我不会让算法阻碍我发布任何研究结果。
英文原文
HFT follow every one of my posts nowadays. It did the same for $LEU yesterday which is a $5.7B company. $VPG went up 9% yesterday after I quoted it with $TSLA earnings. That being said it looks like it’s just frontrunning retail -> selling back. So just a warning to other people. If it goes up longer term like $OSS that’s just information discovery Regardless I’m not going to let algorithms discourage me from posting any findings
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调侃HFT算法读取推文后导致$LEU股价异动。
@Trylanol 高频交易(HFT)算法会阅读我的帖子，甚至能推动像 $LEU 这样市值 60 亿美元的公司股价，哈哈。美国能源部(DOE)的消息已经发布有一阵子了，然后在我发帖后它突然飙升 8%。这真的不是我（在操控）。
英文原文
@Trylanol HFT algorithms read my posts and even move $6B companies like $LEU lol. DOE news was out for awhile and then it just shoots up 8% since I posted. It’s literally not me
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LEU作为美国唯一HALEU供应商，受政策利好但股价反应平淡。
哎呀 https://t.co/fMHZt9xncY ♻️ $LEU 是一家市值 58.3 亿美元的公司。 Centrus 也是最初瓶颈名单上的另一家公司。 他们是美国目前唯一能够将铀浓缩为用于小型模块化反应堆(SMR)核电站的高丰度低浓铀(HALEU)的公司。 美国能源部(DOE)表示，一个园区将从浓缩到回收吸引“500 亿美元的投资”。 消息公布后股价仅上涨 2%，这令人惊讶。 “特朗普政府已将核能作为其国家能源政策的基石”
英文原文
Whoops https://t.co/fMHZt9xncY
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ASPI具投机性，LEU为HALEU唯一生产商，两者均受益于供应链投资。
正如其他人所说，$ASPI 非常具有投机性，而 $LEU 是目前唯一能够生产高丰度低浓缩铀(HALEU)的公司。话虽如此，我相信它们都是美国能源部(DOE)和私人投资者在这条供应链投资中的潜在受益者，尤其是考虑到特朗普家族通过其子公司参与了该量子富集生产方法。
英文原文
As the others said $ASPI is very speculative and $LEU is the only one that can produce HALEU today. That being said I’m sure they’re a potential beneficiary of this supply chain investment by DOE and private investors, esp. since Trump family is involved with that quantum enrichment production method in their subsidiary
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看好LEU，因其是HALEU唯一生产商且具瓶颈优势。
@stocktalkweekly 哇，太棒了！我同意，我最喜欢的是 $LEU，因为他们是默认的最佳选择（作为目前唯一能生产高丰度低浓缩铀(HALEU)的公司，而这是一个瓶颈环节）。
英文原文
@stocktalkweekly Wow nice! I agree, my favorite is $LEU since they’re the best one by default (as the only one that can currently produce HALEU, which is a bottleneck)
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LEU作为美国唯一HALEU供应商，受核能政策利好但股价反应平淡。
♻️ $LEU 是一家市值 58.3 亿美元的公司。 Centrus 是原始瓶颈清单上的另一家公司。 他们是目前美国唯一一家能够将铀浓缩为用于小型模块化反应堆(SMR)核电站的高丰度低浓铀(HALEU)的公司。 能源部(DOE)表示，一个园区将从浓缩到回收吸引“500 亿美元的投资”。 消息公布后股价仅上涨 2%，这令人惊讶。 “特朗普政府已将核能作为其国家能源政策的基石”
英文原文
♻️ $LEU is a $5.83B MC company. And Centrus was the another company on the original bottleneck list. They’re the only company in the US that can currently enrich uranium into HALEU (High-Assay Low-Enriched Uranium) for SMR nuclear power plants. DOE said one campus would attract “50 Billion in investments” from enrichment to recycling. It’s only up 2% on the news, which was surprising. “The Trump administration has made nuclear power a cornerstone of its national energy policy”
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澄清LEU指HALEU，指出Centrus是美国唯一获此许可的公司。
@hrtflutter 哎呀，$LEU 指的是 HALEU（高丰度低浓缩铀）。Centrus Energy 目前是美国唯一一家拥有将铀浓缩至 HALEU 水平许可证的公司。
英文原文
@hrtflutter Whoops, $LEU for HALEU (High-Assay Low-Enriched Uranium). Centrus Energy is currently the only company in the U.S. with a license to enrich uranium to HALEU levels.