The Trump Effect

#531
#531
Wait
FLVOL_79 said:
Looking forward to the military not getting paychecks in 4 days. Trumps been able to eradicate all Republican support in the civil service now he's working on the military. The Trump effect is amazeballs. Not sure he realizes you cant maintain power with ICE alone or Asian trade deals which only benefit Asian countries.
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Wait! There was Republican support among civil service workers???
 
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#532
#532
Wait
FLVOL_79 said:
Looking forward to the military not getting paychecks in 4 days. Trumps been able to eradicate all Republican support in the civil service now he's working on the military. The Trump effect is amazeballs. Not sure he realizes you cant maintain power with ICE alone or Asian trade deals which only benefit Asian countries.
Click to expand...
Wait! There was Republican support among civil service workers????
 
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#534
#534
FLVOL_79 said:
Looking forward to the military not getting paychecks in 4 days. Trumps been able to eradicate all Republican support in the civil service now he's working on the military. The Trump effect is amazeballs. Not sure he realizes you cant maintain power with ICE alone or Asian trade deals which only benefit Asian countries.
Click to expand...

Trumps neither a republican or a conservative.

Trumps a dem.

34 felonies

5 kids with 3 different baby mommas

Lives in government housing

I don’t think we will ever see a fiscal conservative elected to the White House.
 
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#535
#535
......this is what I have been waiting on.....




Breaking: US Government and Westinghouse Ink $80 Billion Nuclear Reactor Partnership

Yes, this is a real and major development announced today (October 28, 2025). The Trump administration has struck a landmark strategic partnership with Westinghouse Electric Co., alongside its parent companies Brookfield Asset Management and Cameco Corp., to deploy at least $80 billion in new large-scale nuclear reactors across the United States. This is one of the most ambitious nuclear initiatives in decades, aimed at fueling the explosive growth in electricity demand from AI data centers while bolstering U.S. energy independence and competing with global rivals like China.

Key Details of the Deal
  • Scope and Technology: The agreement focuses on building multiple Westinghouse AP1000 reactors—proven large-scale pressurized water reactors already operating at sites like Plant Vogtle in Georgia (the first two in the U.S.) and in China. Each two-unit plant could generate over 2,200 megawatts of carbon-free power, enough to supply millions of homes or power massive AI infrastructure.
  • Government Role: The U.S. will provide financing (potentially including loan guarantees), fast-track permitting and site approvals, and help identify locations. In exchange, the government gains a "participation interest": once vested (after final investment decisions on $80 billion in projects), it receives 20% of Westinghouse's cash distributions exceeding $17.5 billion. If Westinghouse hits a $30 billion valuation by January 2029, the government could also trigger a public IPO, taking 20% equity equivalent.
  • Timeline and Jobs: Construction could start soon, with equipment orders for long-lead items beginning immediately. The rollout is expected to create over 100,000 construction jobs nationwide, plus 45,000 manufacturing and engineering roles per two-unit plant across 43 states.
  • Funding Ties: Part of the backing comes from a new $550 billion U.S.-Japan trade deal, committing up to $332 billion for U.S. infrastructure, including these reactors and small modular reactors (SMRs).
Why Now? The AI Energy CrunchThis pact directly addresses the surging power needs of AI. Data centers for tech giants like Google, Microsoft, and Amazon are projected to consume up to 9% of U.S. electricity by 2035—doubling current levels and straining the grid for the first time in two decades. Nuclear offers reliable, low-carbon baseload power without the intermittency issues of renewables. Recent examples include:
  • Microsoft's deal with Constellation Energy to restart a Three Mile Island reactor by 2027 for data centers.
  • NextEra Energy's plans to reopen an Iowa plant for Google.
  • Holtec International's push to revive the Palisades plant in Michigan.
The broader nuclear renaissance includes restarts of shuttered plants and potential resumption of stalled projects like South Carolina's V.C. Summer site. While SMRs get much hype for quicker deployment, this deal emphasizes large reactors for scale.Market and Global Impact
  • Stock Reactions: Uranium prices hit $82.63/lb today amid supply tightness, boosting shares in Cameco (CCJ) and related plays. Westinghouse's partners saw immediate gains, with analysts eyeing broader nuclear sector liquidity.
  • Geopolitics: The initiative cements U.S. leadership in nuclear exports (e.g., to Poland, Ukraine, and Bulgaria) and diversifies supply chains away from Russia and China. Commerce Secretary Howard Lutnick called it a boost to "national security and critical infrastructure."
  • Challenges Ahead: Nuclear builds are notoriously slow (5–10 years per plant) and costly—Westinghouse filed for bankruptcy in 2017 due to overruns. Regulatory hurdles and public safety concerns persist, but government backing aims to mitigate these.
This deal signals a pivotal shift: nuclear as the backbone for the AI era, creating economic ripple effects from the Midwest to global tech.

============================================

Market Summary > Cameco Corp
106.91
USD+20.29 (23.42%)today

 
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#537
#537
FLVOL_79 said:
Looking forward to the military not getting paychecks in 4 days. Trumps been able to eradicate all Republican support in the civil service now he's working on the military. The Trump effect is amazeballs. Not sure he realizes you cant maintain power with ICE alone or Asian trade deals which only benefit Asian countries.
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Yeah, let's just hand the idiots on the left another 1.5 trillion to through away. How about the liberal idiot effect of requiring some folding money for votes. Pass the clean CR like trespassing adults.
 
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#540
#540
FLVOL_79 said:
Wait..so MAGA is pro Rail now? Look at Trump getting these democrat things pushed through!
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what Trump is supporting is manufacturing of goods to be transported by rail (supply line) to help the economy. Comparing this to the leftist incompetent disaster of billions of dollars wasted on high speed rail in California is comparing apples to oranges.
 
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#543
#543
hog88 said:
I don't know about MAGA but I've always been pro rail. It's dumb that we have such an antiquated rail system, we should have high speed passenger trains crisscrossing the nation.
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Should be way more of it..rail.
 
#544
#544
jmacvols1 said:
what Trump is supporting is manufacturing of goods to be transported by rail (supply line) to help the economy. Comparing this to the leftist incompetent disaster of billions of dollars wasted on high speed rail in California is comparing apples to oranges.
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If it looks like and sounds like a train its gotta be a train right?
 
#545
#545
hog88 said:
I don't know about MAGA but I've always been pro rail. It's dumb that we have such an antiquated rail system, we should have high speed passenger trains crisscrossing the nation.
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If there was a demand for it, it would exist. I get the romance of rail, but it isn't practical in a country this size. It doesn't really work in the most densely populated areas. Re: Amtrak
 
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#548
#548
SpaceCoastVol said:
If there was a demand for it, it would exist. I get the romance of rail, but it isn't practical in a country this size. It doesn't really work in the most densely populated areas. Re: Amtrak
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Amtrak is a poorly run quasi government company. I think high speed rail would work great here. Imagine a network where you could get on a 200mph train in Nashville and be in Atlanta in a couple hours without driving or dealing with the hassle of flying.
 
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#549
#549
hog88 said:
Amtrak is a poorly run quasi government company. I think high speed rail would work great here. Imagine a network where you could get on a 200mph train in Nashville and be in Atlanta in a couple hours without driving or dealing with the hassle of flying.
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Totally in agreement here. I think it would be a great way to connect regional metropolis hubs.
 
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