SATURDAY

(stock #'s in %)

ALTI ended up 17 Friday on 6 times normal volume and another 8 after the close. That signals the start of a significant appreciation. The 50-day lines are next hurdle. Their news was good and there will be more new business to come. Nano lithium titanate batteries and other techs plus part ownership of titania supply. Two PhD execs. It's been a 2-year ride down to this bottom. Great long-term buy and hold in my opine.

SATC up 7 Friday on quadruple normal volume. Then made a new high after close. Makes inverters and such for wind, solar, etc. They move slow but will probably keep going up.

SLTZ ended up 25. Still watching if and when they get Buda Solar. SOLR up 10 on 5 times normal volume. That was a bounce off all their 50 and 200-day lines.

VLNC went down to its 12-month low, then ended up down 4 on 8 times normal volume. Substantial contracts. Lithium iron magnesium phosphate batteries.

O yea. Half - ~$400B - of the $787B stimulus passed just after inauguration is still to be spent. Probably all of it before November. Maybe it's a good thing we will get an economic push the second half. Besides, big projects take time to plan so I suppose it couldn't have all been spent earlier. And probably a lot of this last $400B will be put into clean energy. If they can't figure out how to inject it into their campaigns. I'm thinking LED lighting, smart grid and building efficiency and next gen everything else. But they could have financed 60, 70 newgen breeder no-waste nuke plants and put us in clean energy for 50 years. O, maybe I ballpark. Or put it into quantum dot solar and molten salt and flywheel storage. That's why he hired Chu isn't it? To figure all this out. O yea, or ole clean coal.

I'm not sure if I sent this idea to Bill Gates or not, but I always thought a blimp in the shape and colors of the Microsoft symbol with solar panels on top to power the thing would have really been cool. You know, over golf tournaments and Indy 500 and all. Yea, I did send it years ago. Still a good idea I think.

And a week after TVA blacked out its renewable energy program and a letter to the White House, it's back on.

Kuwait signed a nuclear some kind of deal with USA. Well, at least USA got something out of rescuing Kuwait in Iraq War Uno. Japan dealing with India on civil nuclear. Russia's also dealing with India and getting other countries started too. And France some. Even S. Korea. US has been behind the ball for decades and it still shows.

With Alston plant opening in Chattanooga we get EPA saying USA needs 187 new nuke plants by 2050. According to the Nuclear Energy Institute. Do the math. $10B+ each? Though smaller plants are in the conventional new wisdom. Hopefully using thorium or fast neutron or breeder or fusion or cold fusion tech. Alston can produce the world's largest turbines. And can ship anywhere via the Tennessee River.