Key ideas from Jay Yu

• Jay U built Nano Nuclear Energy from nothing to over $3 billion market cap, becoming the #1 IPO performer of 2024
• China is building more nuclear reactors than the entire world combined, creating urgent U.S. national security concerns
• LIS Technologies owns the only U.S.-origin patented laser uranium enrichment technology, potentially making centrifuges obsolete
• Micro-reactors use TRISO fuel coated with 'tank armor' that can never explode and passively cools - called 'walkaway safe'
• The U.S. imports most enriched uranium despite being the former largest exporter, creating dangerous dependency on Russia
• AI data centers need nuclear power to scale, with tech giants like Amazon, Meta, and Google investing tens of billions