Who mentions $DNN most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $DNN most — 3 mentions in the past 12 months.

When was $DNN first mentioned on Surfaced?

The earliest tracked mention of $DNN in the Surfaced archive was on Dec 17, 2025.

How many voices track $DNN?

3 FinTwit voices have mentioned $DNN 5 times in the past 12 months.

What kind of voices mention $DNN most?

$DNN is mentioned most by Long Research voices on Surfaced.

$DNN — FinTwit mentions on Surfaced

Recent mentions

5 mentions

@investmentguru_Jun 3, 2026 · 1:54 AM

The Nuclear Energy Playbook: Full Value Chain Edition - From uranium in the ground → enriched fuel → reactor technology → operating plants AI needs 24/7 clean baseload power. There’s only one answer at scale. Nuclear. LAYER 1 — THE ROYALTY PLAY $UROY — Uranium Royalty Corp. The only pure-play uranium royalty company on NASDAQ. Think of this as the Franco-Nevada of nuclear. UROY holds cornerstone royalties on some of the world’s most significant low-cost uranium operations, including the McArthur River Mine and Cigar Lake Mine in Canada’s Athabasca Basin. The Big Move: UROY agreed to acquire Sweetwater Royalties for ~$1.1B, creating a new US-listed company to capitalize on growing demand for nuclear fuel. The combination creates a cash-flowing royalty leader with one of the largest private land and mineral-rights positions in the United States, with dominant holdings in Wyoming’s Green River Basin. Management expects the deal to be significantly accretive to NAV, cash flow, and earnings. LAYER 2 — THE FUEL TECHNOLOGY INNOVATOR $LTBR — Lightbridge Corporation The sleeper in the nuclear stack. Lightbridge develops next-generation metallic nuclear fuel that runs approximately 1,000°C cooler than standard fuel, significantly enhancing the economics and safety of nuclear power. Four large US electric utilities that generate about half of US nuclear power already advise Lightbridge on fuel development and deployment. 2026 Catalysts: → European Patent Office issued a Notice of Allowance covering Multi-Zone Fuel Element and additive manufacturing (3D printing) method — expanding global patent protection → Lightbridge partnered with Studsvik Scandpower to develop software for modeling Lightbridge Fuel — a critical step toward commercial reactor deployment → Total assets $218.9M vs total liabilities of just $1.3M — nearly debt-free LAYER 3 — THE ENRICHMENT MONOPOLY $LEU — Centrus Energy The most critical chokepoint in the entire nuclear value chain. As the sole US NRC-licensed producer of HALEU — the advanced nuclear fuel required by most next-generation reactor designs — Centrus holds a unique and critical position. The company characterizes itself as the “only HALEU enricher in the Western World.” 2026 Setup: → Centrus has a $3.1B LEU backlog reflecting contracts through 2040 — plus HALEU supply agreements with Oklo, TerraPower, and X-Energy → HALEU market opportunity estimated at $2.8B by 2030, growing to $8B by 2035 → Palantir ($PLTR) partnership announced for AI-driven enrichment operations → Geiger Brothers selected as construction contractor for multi-billion dollar Ohio capacity expansion → DOE HALEU contract extended through June 2026 with 8 more years of options LAYER 4 — THE ATHABASCA DEVELOPER $DNN — Denison Mines The highest-quality uranium development asset in the world, sitting in Saskatchewan’s Athabasca Basin. Denison received regulatory approval to commence construction at its Phoenix in-situ recovery (ISR) asset in February 2026. With development expected to take approximately two years, Denison estimates uranium production will begin in mid-2028. → Phoenix ISR: one of the highest-grade uranium deposits globally → Also holds physical uranium inventory as a price leverage tool → ISR mining = lower cost, lower environmental footprint vs. conventional mining → Production timeline now clear with regulatory approval in hand LAYER 5 — THE MICROREACTOR DISRUPTORS $OKLO — Meta 1.2GW deal, NRC Aurora approval, Idaho deployment 2027 $NNE — KRONOS NRC permit filed, space nuclear mandate tailwind $SMR — OG SMR design, hunting for first commercial contract LAYER 6 — THE BLUE-CHIP ANCHOR $CEG — Constellation Energy Down ~20% YTD. $5B buyback authorized. Data center PPAs haven’t been priced in yet. The most asymmetric risk/reward in the large-cap nuclear space right now. Not a Financial advice

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@investmentguru_Apr 23, 2026 · 10:18 AM

THE ENERGY MAP: Every Source, Every Play Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center supercycle has changed everything. Power is now the bottleneck. Access to electricity > land, labor, connectivity. Here’s how the landscape is shaping up NUCLEAR — Highest Conviction The renaissance is real. Record generation, 63 reactors under construction, SMRs gaining traction with hyperscaler demand. → AI + baseload = nuclear wins Plays: $CEG $CCJ $OKLO $SMR $NNE $LEU $DNN $LTBR BATTERY STORAGE — High Conviction The backbone of 24/7 clean energy. Explosive growth + massive pipeline into 2030. → Solar pairing + grid stability + data center demand Plays: $TSLA $FLNC $STEM $AMPS $KULR $QS $MVST $AMPX GRID INFRASTRUCTURE — The Real Winner - No matter who wins, the grid must scale. Massive capex cycle just starting. → AI load + EVs + electrification = multi-year demand Plays: $CEG $NEE $ETN $PWR $VRT $HUBB $VST $AES SOLAR — Selective Still scaling globally, but policy shifts create winners & losers. → Data center PPAs absorbing higher costs Plays: $FSLR $ARRY $ENPH $NEE $RUN GEOTHERMAL — Stealth Play Underrated baseload. EGS unlocking new regions. → 24/7 clean energy = perfect for hyperscalers Plays: $CEG $ORKA $NEE NAT GAS / LNG — Bridge Fuel Not going anywhere. Reliability matters. → AI demand + LNG exports = strong tailwind Plays: $LNG $AR $EQT $SLB $HAL WIND — Watchlist Onshore steady, offshore challenged (policy + cost). → Europe still bullish Plays: $GEV $NEE $CWEN $BEP HYDROGEN — Speculative High risk, long-term potential. 2026 is pivotal. → Industrial demand is the key Plays: $PLUG $BE $LIN HYDRO — Stable Compounder Reliable baseload + long-duration storage. → Quiet outperformer in volatile markets Plays: $BEP $CWEN $NEP THE MACRO FRAME This is no longer just a climate transition. It’s a national security + AI infrastructure race. Capital flow trend: Semis → Memory → Photonics → Power & Energy → Robotics We are entering the Power wave Position accordingly. The grid wins regardless. Not financial advice. Like and share

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@tradableastroJan 22, 2026 · 7:08 PM

$DNN - Call Buyer $209K (nice order) https://t.co/2idGvZkHzc

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@investmentguru_Jan 15, 2026 · 11:11 AM

Critical Minerals Stocks to Watch as Supply Chains Go Strategic. Rare Earth Elements & Multi-Resource $MP, $IDR, $USAR $CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX Graphite $NVX, $NMG, $WWR Antimony $NVA, $UAMY Beryllium $MTRN Copper $SCCO, $IE, $TGB, $ERO, $HBM, $TMQ, $FCX Uranium $LEU, $URG, $UUUU, $DNN, $UEC, $ISOU, $AEC, $NXE, $UROY, $EU, $CCJ Cobalt & Silver $GLNCY, $ELBM Lithium $ALB, $LAC, $SGML, $IONR, $SQM, $RIO, $ATLX, $SLI This is about resource security, domestic supply, and strategic control. Critical minerals are becoming the backbone of energy, defense, and advanced manufacturing—and markets are starting to price that in.

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@rockbtmentriesDec 17, 2025 · 2:39 PM

$GRD.v @GroundedLithium RBE's 10x Haymaker Lithium Bet: • ~4.2Mt LCE in Sask (1Mt M&I) • PEA: $1B NPV, 48.5% IRR @ $25k lithium • MktCap: ~$4.3M (<0.5% of NPV) • JV with $DNN funding up to $15.15M to earn 75% - minimizes dilution • DLE pilot + PFS underway (Due 1H 2026) https://t.co/bTHbbecha5

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