Fission Fund | Substack

Recent posts

T1 Energy: ($TE) A Domestic Grab for Solar

The most interesting thing about T1 Energy is that it had to become a completely different company before it had a thesis worth owning.

Mar 26 • Fission Fund

Kraken Robotics (KRKNF / TSX.V: PNG): An Arms Race to the Bottom (Of the Sea)

Two theaters are simultaneously proving, right now, that the world's navies are dangerously underequipped for the subsea domain. One company that has…

Mar 19 • Fission Fund

A Generalist’s Guide to the Nuclear Fuel Cycle

A step-by-step look at Mining, Conversion, Enrichment, and Fabrication

Jan 4 • Fission Fund

Fission Fund

Fission Fund

Deep-dive research at the intersection of energy, defense, and space. Fission Fund analyzes the "hard-tech" frontier through the lens of geopolitical risk, macro shifts, and first principles.

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Deep-dive research at the intersection of energy, defense, and space. Fission Fund analyzes the "hard-tech" frontier through the lens of geopolitical risk, macro shifts, and first principles.

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