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.

1 call·1 name·100% bull·last heard 19 days ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$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.

TBPN2026-07

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$MAVER
Maver
HIGHseth cohen·TBPN·19 days ago· 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…"
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