TraderMikeLowrey

We invest together, we die together. Bad boys for life.

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR My biggest position and why:

• Uses LEU fuel (not dependent on scarce HALEU)
• Molten salt reactor designed for industrial heat + power
• Exposure to hydrogen, desalination, mining, and data center demand
• 300M+ Cash on Hand, No Shelf, No ATM
• DOE Support

[TraderMikeLowrey @MikeLoweryTrade]

Weekly Volume last week for $IMSR = 23.58M

The last time it reached that kind of volume was last January (DOE Project TETRA) when $IMSR went from $6.54-$13.53. I circled the current weekly volume bar to the right and the previous weeks when it saw this continued volume👀

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR 50ma ended up holding - volume this week was a big plus!

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR Daily chart - it’s respected the 50ma quite a bit . It will be interesting to see if it bounces here. Anything below that has been gobbled up

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR Daily chart - it’s respected the 50ma quite a bit . It will be interesting to see if it bounces here. Anything below that has been gobbled up

[TraderMikeLowrey @MikeLoweryTrade]

I’m very close to full port $IMSR - with yesterdays nuclear news I have a feeling more nuclear companies timelines will move up

[TraderMikeLowrey @MikeLoweryTrade]

@_CL80_ this was 3 days ago when it was not, but i appreciate you commenting

[TraderMikeLowrey @MikeLoweryTrade]

Any idea why $MRLN is getting gutted today? Bought more on this dip

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR A quick 1 minute video that breaks down how a Molten Salt Reactor works and its advantages. $IMSR > $OKLO $SMR $NNE $XE $LEU

https://t.co/cnhKFLXZma

[TraderMikeLowrey @MikeLoweryTrade]

Sold half of my $MRLN on that pop. Averaged up on some $IMSR - i’m not missing its next run

[TraderMikeLowrey @MikeLoweryTrade]

Top positions for me:
$BCAR
$IMSR
$MRLN

[TraderMikeLowrey @MikeLoweryTrade]

MSR’s are heating up:

•Dutch government funding for molten salt testing infrastructure
• $IMSR Terrestrial Energy’s materials qualification work in the Netherlands
•New molten salt testing facilities opening elsewhere, including at Idaho National Laboratory in the U.S.

[Virus @gabrielgalcer]

Dutch MSR test facility opened today — Thorizon's PROMOSA project. EU flagship designation, ~$9M co-funding, materials and components tested in high-temp molten salt without nuclear fuel. MSR category is broadening. Credible developers, public capital, and industry leaders stacking across geographies.

Good for $IMSR indirectly.

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR People will come back for it, you just have to have patience

[Han Akamatsu 赤松 @Han_Akamatsu]

$IMSR Let’s go for a round 2 ⏳

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR LAST THOUGHT:

A multibillion-dollar nuclear incumbent (Westinghouse) with decades of fuel-manufacturing experience decided IMSR was worth dedicating real infrastructure and engineering resources to - probs bullish

[TraderMikeLowrey @MikeLoweryTrade]

Something I think investors may not know, overlooked, or forgotten about is $IMSR partnership with Westinghouse - let me explain🧵

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR What stood out to me is that Westinghouse is not supporting a Westinghouse reactor design here.

Normally, Westinghouse is promoting its own technologies such as the AP300.

In this case, it’s supporting fuel development for a competing Gen IV reactor platform

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR Last thing I’ll say on this thread is I like using outside sources like ChatGPT. It doesn’t owe me anything or gain anything from telling me anything. It just gives you the facts. Don’t take my word for it

[TraderMikeLowrey @MikeLoweryTrade]

$IMSR - I asked ChatGPT - “Which company has the deepest, most proven nuclear leadership and advisory bench? Please rank them” Screenshot is attached

1. $IMSR
2. $SMR
3. $OKLO
4. $NNE

[TraderMikeLowrey @MikeLoweryTrade]

Here is ChatGPT reasoning on why $IMSR has the STRONGEST overall leadership.

[TraderMikeLowrey @MikeLoweryTrade]

Do yourself a favor and read through this $IMSR thread today

[The Hazmat Cat @Hazmat_Cat]

$IMSR 1/x This honestly feels like one of the best risk/reward investments I can think of at the moment. The whole market is sleeping on this one and chasing the “rockstars”.

Yea, the tech isn’t as magnificent as other GenIV reactors but it doesn’t need to be.