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seth cohen

T2 · manager / operator

Co-founder of Maver (AI infrastructure/nuclear); former DOE Chief Counsel for Nuclear Policy and NRC conservator; led nuclear waste narrative shift resulting in 27 governors competing for fuel cycle campuses.

2 calls·1 name·100% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MAVERMaverposition

Maver reframes nuclear waste as $4x Saudi oil reserves energy asset, 27 governors competing for sites

100,000 tons of spent fuel retains 97% energy content (4x Saudi proven reserves); narrative shift turned Yucca Mountain liability into asset with 27 governors applying for nuclear lifecycle innovation campuses.

TBPN2026-07episode →

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  • $MAVER

recurring themes

  • Nuclear Energy2
2 total
$MAVER
Maver
HIGHseth cohen·TBPN·2 months ago·AMD CEO Lisa Su Live on TBPN
Maver reframes nuclear waste as $4x Saudi oil energy asset, secures 27 governor applications for fuel cycle campuses
Commercial spent fuel retains 97% of its energy potential; Maver's policy work flipped the narrative from liability to asset, triggering state-level competition to host full fuel cycle facilities and unlocking a massive domestic energy resource for AI data centers.
"27 governors applied for this program that Adam and I started called the nuclear life cycle innovation campus... 100,000 tons of this stuff... four times more energy sitting on th…"
53:00
$MAVER
Maver
HIGHseth cohen·TBPN·2 months ago·AMD CEO Lisa Su Live on TBPN· position
Maver reframes nuclear waste as $4x Saudi oil reserves energy asset, 27 governors competing for sites
100,000 tons of spent fuel retains 97% energy content (4x Saudi proven reserves); narrative shift turned Yucca Mountain liability into asset with 27 governors applying for nuclear lifecycle innovation campuses.
"We have a 100,000 tons of this stuff... that fits in one football field... there is four times more energy sitting on those pads outside of our reactors than Saudi Arabia has in i…"
56:00
9
Nuclear Energytailwind
Spent nuclear fuel reframed as strategic energy asset worth 4x Saudi oil reserves
100,000 tons of commercial spent fuel retains 97% of its energy potential; policy shifts have turned 27 governors into advocates for hosting full fuel cycle facilities, unlocking a massive domestic clean energy resource for AI data centers.
9
Nuclear Energytailwind
Spent nuclear fuel reframed as strategic energy asset worth 4x Saudi oil reserves
100,000 tons of commercial spent fuel retains 97% energy content; policy shift turned waste liability into asset with 27 governors competing for fuel cycle campuses, unlocking domestic energy for AI data centers.