I really like this:
1. nasdaq exposure and valuation once helium ramped-up
2. Liquidity issues solved to continue the journey
3. APSI doing interesting things with a lot of synergy from what it looks like - particularly interesting in the nuclear and semiconductor space.
4. nuclear energy likely critical for AI driven data centres with Google already setting up mini nuclear plants - SA at the forefront on this tech.
these are just a few early observations IMO
I really like this:1. nasdaq exposure and valuation once helium...
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