Humanoid Investing

Thematic Investor & Swing Trader | 12+ years using technical analysis 📈 | Humanoids | Physical AI | Robotics | Nuclear | Not financial advice

[Humanoid Investing @HumanoidInvest]

☢️ I think I put the puzzle pieces together on why $RIOT specifically selected $IMSR for their data centers.

Take two minutes and watch this clip of Leopold Aschenbrenner on the Dwarkesh Patel podcast speaking about energy solutions for data centers in the USA.

Keep in mind his fund (Situational Awareness) increased their position in $RIOT by +86% as of last filing. Owning 11.5 million shares (roughly 3% of the company)

Now that you’re done watching the clip, read this quote from the $IMSR PR on May 6th 2026 ⬇️

“Terrestrial Energy’s IMSR Plant is uniquely suited for data center operation. Its non-nuclear energy conversion systems, housed in the plant’s Thermal and Electric Facility, are remote and isolated from regulated nuclear systems, providing a competitive advantage in the small modular reactor (SMR) sector. This design enables hybrid energy configurations, including the use of natural gas or other fuel sources to meet site-specific customer needs, support early operations, and enhance system resilience during project buildout.”

All this to say, Leopold clearly thinks Natural Gas is the quickest energy solution for data centers in the USA and also mentions SMR’s later in the video.

$IMSR is offering is exactly that. Best of both worlds.

Includes potential to incorporate natural gas as a bridge fuel for commercial operations on an accelerated timeline and to enhance power supply resilience alongside IMSR Plant development

Coincidence? Maybe. But I’d like to think not.

@leopoldasch care to share your thoughts on the IMSR x RIOT MOU?

As always, do your own due diligence. Happy to share my thoughts but it is not financial advice.

$OKLO $SMR $XE $NNE $LEU

Here is the link to read the full PR https://t.co/TfpHQSnMpx

[Humanoid Investing @HumanoidInvest]

Woops sorry everyone $BTC 😬

[Humanoid Investing @HumanoidInvest]

Chat, are we cooked? bitcoin:native

[Humanoid Investing @HumanoidInvest]

@ThematicTrader Need the 10yr to chill out and trend down meaningfully. Then market can price in rate cuts again & small caps can outperform. Imo!

Lots of great looking weekly charts out there so as soon as this war with Iran is over and oil goes sub $80 we should be good for big swings

[Humanoid Investing @HumanoidInvest]

@ThematicTrader Early bird gets the worm! Haha all the best 👊🏻

[Humanoid Investing @HumanoidInvest]

@ThematicTrader Sounds good, the one i’m most interested in is $IMSR 👇🏼

[Humanoid Investing @HumanoidInvest]

☢️ I think I put the puzzle pieces together on why $RIOT specifically selected $IMSR for their data centers.

Take two minutes and watch this clip of Leopold Aschenbrenner on the Dwarkesh Patel podcast speaking about energy solutions for data centers in the USA.

Keep in mind his fund (Situational Awareness) increased their position in $RIOT by +86% as of last filing. Owning 11.5 million shares (roughly 3% of the company)

Now that you’re done watching the clip, read this quote from the $IMSR PR on May 6th 2026 ⬇️

“Terrestrial Energy’s IMSR Plant is uniquely suited for data center operation. Its non-nuclear energy conversion systems, housed in the plant’s Thermal and Electric Facility, are remote and isolated from regulated nuclear systems, providing a competitive advantage in the small modular reactor (SMR) sector. This design enables hybrid energy configurations, including the use of natural gas or other fuel sources to meet site-specific customer needs, support early operations, and enhance system resilience during project buildout.”

All this to say, Leopold clearly thinks Natural Gas is the quickest energy solution for data centers in the USA and also mentions SMR’s later in the video.

$IMSR is offering is exactly that. Best of both worlds.

Includes potential to incorporate natural gas as a bridge fuel for commercial operations on an accelerated timeline and to enhance power supply resilience alongside IMSR Plant development

Coincidence? Maybe. But I’d like to think not.

@leopoldasch care to share your thoughts on the IMSR x RIOT MOU?

As always, do your own due diligence. Happy to share my thoughts but it is not financial advice.

$OKLO $SMR $XE $NNE $LEU

Here is the link to read the full PR https://t.co/TfpHQSnMpx

[Humanoid Investing @HumanoidInvest]

You know your conviction is strong when your position is down 8% on the day and you don’t even flinch ☢️ $IMSR

[Humanoid Investing @HumanoidInvest]

PnL screenshot posts are awfully quiet today 😂

[Humanoid Investing @HumanoidInvest]

@FortuneOptions Actually an insane call from 2023. October it is!

[Humanoid Investing @HumanoidInvest]

@ThematicTrader Did this drop? Curious the ticker you’re looking at

[Humanoid Investing @HumanoidInvest]

@StockSavvyShay Hang in there, the trenches don’t last forever. Watching them advance so quickly in the first 12 months is probably one of the best things to experience. Enjoy every moment 👊🏻

[Humanoid Investing @HumanoidInvest]

@StockSavvyShay How’s dad life?

[Humanoid Investing @HumanoidInvest]

@ahkashani @noscrubslaundry Congratulations

[Humanoid Investing @HumanoidInvest]

$SERV 🤖 They keep executing

[Serve Robotics @ServeRobotics]

We’re delivering more than just dinner now.

Through an L.A. pilot with NoScrubs, laundry delivery marks our first expansion beyond restaurants, and powered by the same fleet and platform we’re operating today.

More: https://t.co/WWPdfxLx3Q

[Humanoid Investing @HumanoidInvest]

“American Nuclear Renaissance” the government is calling it. ☢️

$IMSR $OKLO $XE $NNE $SMR $LEU

[U.S. Department of Energy @ENERGY]

President Trump is unleashing the American Nuclear Renaissance—aiming to have multiple nuclear reactors critical by July 4th on our nation's 250th anniversary.

@SecretaryWright: “This summer you will see multiple next generation nuclear reactors running...America is back!"

[Humanoid Investing @HumanoidInvest]

$BTC sentiment about to be “in the trenches”

[Humanoid Investing @HumanoidInvest]

$SERV 🤖 Expansion

[Wall St Engine @wallstengine]

$SERV is expanding beyond food delivery with a new autonomous laundry delivery pilot in Los Angeles through NoScrubs.

Serve will use its existing sidewalk robot fleet to deliver laundry orders, adding a recurring local-commerce vertical without building a separate fleet.

The company operates ~2,000 robots across the U.S., including ~500 in Los Angeles.

Laundry deliveries also tend to fall outside food delivery peak hours, helping Serve drive more utilization from robots already on the road.

[Humanoid Investing @HumanoidInvest]

@pennycheck @kingtutcap

[Humanoid Investing @HumanoidInvest]

Too many people retiring off of $ASTS & $RKLB 😂

[First Squawk @FirstSquawk]

U.S. MALE LABOR FORCE PARTICIPATION REMAINS NEAR RECORD LOWS

[Humanoid Investing @HumanoidInvest]

From 1700 to 2150 following the journey in 1 week 🫡

Thank you all for the engagement

Hopefully I can provide value through my technical analysis or by sharing exciting companies I read about