Investment pitches

1. 1.75

   $SOLSSOLS: undercovered nuclear and AI exposure

   628 words·2026-05-06·@plur_daddy·Equity·X ↗

   • Author added SOLS after volatility, arguing its chemical-stock classification obscures nuclear and AI exposure.
   • Its US UF6-refining monopoly could gain pricing power as Russian HALEU imports face a 2027 ban: higher-priced contracts are rolling in, while expanded HALEU capacity may make UF6 the bottleneck.
   • The HFO refrigerant duopoly is still ramping; RAS EBITDA margin expanded 740bp q/q, supporting higher peak margins than HFC.
   • Sputtering targets and immersion cooling add AI exposure; author expects near-20% EBITDA growth this year and sees early-June’s nuclear investor day as a catalyst, but calls it a long-term, moderate-size position.