avisalzman.bsky.social
@avisalzman.bsky.social
This Texas company co-founded by Rick Perry is about to start trading its stock. If it succeeds, it will be one of a kind:

www.barrons.com/articles/fer...
Coming Fermi IPO Features ‘Donald Trump Nuclear Plant’ to Power AI Data Centers
By 2038, the company expects to be able to generate 11 gigawatts of power—more than five times as much as the Hoover Dam.
www.barrons.com
September 25, 2025 at 10:07 PM
Scoop: Holtec is looking to go public, which could be the biggest nuclear IPO in years

www.barrons.com/articles/nuc...
Nuclear Firm Holtec Plans to Go Public, CEO Says
Holtec’s IPO would give investors one of the few pure plays in nuclear energy.
www.barrons.com
June 23, 2025 at 8:27 PM
Offshore wind projects are fascinating to see up close, even if I didn’t get to ride in the tiny elevator that goes up the center of the turbines.

This one could stretch 150 square miles, if it’s allowed to finish:

www.barrons.com/articles/tru...
Trump Wants to Sink Offshore Wind. This Project Could Test His Reach.
Dominion Energy’s massive project off the coast of Virginia would be a boon for U.S. jobs and energy needs—not to mention the climate. Its future hangs in the balance.
www.barrons.com
May 23, 2025 at 2:20 PM