Steve

[Steve @Steven_Elice]

Choose your intuition. E V E R Y T I M E

[Bleacher Report @BleacherReport]

Bad Bunny's football to close his Super Bowl halftime show: “Together, We Are America.”

[SportsCenter @SportsCenter]

"TOGETHER WE ARE AMERICA"

Bad Bunny held out a football with this message written on it at the end of his Super Bowl halftime show 👏

[redpillbot @redpillb0t]

Billionaire Robert Friedland drops the reality check:

We need to mine 10,000 years of copper in the next 18 years.

The world has absolutely no clue about the supply squeeze we are facing.

Save this video to stay ahead of the curve.

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

Nuclear energy is back in a BIG way.

[Steve @Steven_Elice]

@altjames13 Recursion (RXRX)
•NVIDIA invested $50 million into Recursion in 2023 via a private investment in public equity (PIPE) deal.

[Trader Brian Jones @MasterBJones]

Another Trading Tip.
If you are not trading well for what ever reason.
Or you are trading long and the markets not doing well.
Take a break.
Don't keep trading.
Don't revenge trade.
Chill out and wait until you feel that you're back on track to make winning trades again.

[Trader Brian Jones @MasterBJones]

Like it has been for many days.
S&P Futures are up once again.
This time by only 10 points.
Have a good night and hope you make more money tomorrow.

[Steve @Steven_Elice]

@bdinvestingg $BWXT over $OKLO albeit, great stock. But any Nuke company working w NASA tells me all I needa know. #July4th

[Bilaal- BD investing @bdinvestingg]

The White House is telling you exactly where to invest :

• AI: $GOOGL $NBIS $IREN $CRWV
• chips: $TSM $ASML $NVDA $AMD
• space: $RKLB $ASTS $LUNR $RDW
• crypto: $COIN $BTC $ETH
• energy: $GEV $CEG
• drones: $ONDS
• nuclear: $CCJ $OKLO $VST
• defense: $KTOS $AVAV $AMTM
• robotics: $SYM $AMZN $ISRG
• batteries: $TE $EOSE $ELVA $FLNC
• quantum: $QBTS $IONQ $RGTI
• healthcare: $GH $GRAL $MIRM
• data centres: $VRT $ANET
• rare earths: $CRML $TMC $IDR
• manufacturing: $MTZ $AGX $POWL
• critical minerals: $TMQ $UUUU $CCJ

DONT OVERTHINK IT.

[amentum @amentum_corp]

We’re on a roll! Amentum has secured $730M in new contracts from Électricité de France (EDF). This will power expanded solutions for existing nuclear reactors in the UK and support the construction of a new gigawatt power station.

Score another win for the global nuclear resurgence!

Read more here: https://t.co/YWjjiFddlJ

#NuclearEnergy #Amentum

[World Nuclear News @W_Nuclear_News]

USA-based engineering company @amentum_corp has been awarded several new contracts in the UK by EDF, worth up to GBP540 million (USD743 million) #nuclear https://t.co/00N5la5oip

[Nature is Amazing ☘️ @AMAZlNGNATURE]

The Sense of Freedom When a Horse Runs

[Steve @Steven_Elice]

@AlbertaOG You’ll be very happy w what Terrestrial Energy will return you.

[Steve @Steven_Elice]

#NUCLEARNOW

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

The state of nuclear energy has never been stronger. 💪

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

The state of nuclear energy has never been stronger. 💪

[U.S. Department of Energy @ENERGY]

https://t.co/EKYxJ1o3Ss

[Nicole Josephine @PolarizingLit]

$IMSR not in this but they are having a nice day... This was from SEQH Capital Research Substack email sendouts:
Terrestrial Energy (NASDAQ: IMSR)
Quantitative Valuation & Forecast – Tear Sheet
SEQH Capital Research | January 9, 2026 ​
Investment Snapshot
Current Price: $8.57 per share​
Probability-Weighted Price Target: $23.36 per share (173% implied upside)​

Rating: STRONG BUY​
Primary Catalyst: DOE Project TETRA OTA agreement for first IMSR demonstration plant​

High-Level Thesis

Terrestrial Energy is developing the Integral Molten Salt Reactor (IMSR), an advanced nuclear technology designed to deliver clean, reliable, baseload power and high-temperature industrial heat. Even under materially more conservative assumptions than prior work, the revised quantitative framework still identifies a large dislocation between IMSR’s current market price and its intrinsic, risk-adjusted value.​

The core thesis rests on three pillars:

A differentiated reactor design with inherent safety, higher efficiency, and a simpler fuel cycle that avoids HALEU dependency.​
Massive, structural demand for 24/7 clean power from both grids and energy-intensive industrial and data center customers.​

A de-risked commercialization path anchored by U.S. Department of Energy backing via Project TETRA.​

Technology Edge: IMSR Advantages

Inherent safety: Molten salt fuel in a low-pressure system that passively cools and solidifies in loss-of-power scenarios, materially reducing meltdown risk.​

Standard LEU fuel: Uses <5% LEU rather than HALEU, avoiding a constrained and politically sensitive supply chain that many SMR peers depend on.​

High efficiency: Operating temperatures above 600°C support thermal-to-electric efficiency up to ~44%, roughly 50% higher than typical light-water reactors (~33%).​
Cogeneration capability: High-temperature output can be used directly for industrial processes (chemicals, hydrogen, etc.), expanding the addressable market beyond power-only applications.​

Modular, factory-built design: Shorter construction cycles (targeting sub-four years) and repeatable deployment at scale.​

Structural Demand Tailwinds

SMR market growth: Global SMR market projected to reach roughly $11–16 billion by 2035, driven by coal plant retirements, grid-stability needs alongside renewables, and industrial decarbonization.​

Data center power crunch: Data center electricity demand is forecast to rise roughly 5x by 2035 to ~176 GW, with operators requiring clean, round-the-clock power that aligns well with advanced nuclear.​

Industrial decarbonization: High-temperature process heat offers a path for hard-to-abate sectors (chemicals, fuels, materials) to reduce emissions while maintaining reliability and cost competitiveness.​
Financial Outlook & Scenarios (2040)

The revised model implements slower deployment, lower margins, and higher discount rates while maintaining a multi-scenario, probability-weighted framework.​

Conservative Case
Plants operating: 15
Revenue: $4.2B
EBITDA: $2.5B
EPS: $8.93​

Base Case
Plants operating: 32
Revenue: $8.9B
EBITDA: $5.4B
Net income: $2.0B
EPS: $19.05​
Bullish Case
Plants operating: 55
Revenue: $15.3B
EBITDA: $9.2B
Net income: $3.5B
EPS: $32.74​

Valuation Framework

Primary valuation is a scenario-based, risk-adjusted DCF using differentiated discount rates and terminal multiples across cases.​

Bullish Case: 13x EV/EBITDA on 2040 EBITDA, discounted at 12% → $74.49/share.​

Base Case: 11x EV/EBITDA, discounted at 14% → $11.38/share.​

Conservative Case: 9x EV/EBITDA, discounted at 16% → negative equity value, illustrating downside in a materially delayed or impaired execution path.​

Applying probabilities of 25% (Conservative), 50% (Base), and 25% (Bullish) yields the probability-weighted target of $23.36 per share, well above the current price.​

Supporting approaches include:

Comparable company analysis: Implied value of $13.88 per share using peer SMR and advanced nuclear multiples.​

Market penetration framework: Capturing 3–8% of expected 2035 SMR market implies ~$6.11 per share.​

Monte Carlo simulation: Median outcome of 10,000 runs at $4.29 per share, suggesting limited downside from current levels under broad stochastic assumptions.​

Key Risk Considerations

Regulatory and licensing: NRC and international approvals may take longer than expected, pushing commercial timelines.​

Competitive intensity: The SMR field is increasingly crowded; while IMSR has a strong fuel-cycle and efficiency edge, capital and policy can shift to competitors.​

Financing and execution: Scaling from first-of-a-kind to dozens of plants demands significant capital, project management discipline, supply chain robustness, and partner alignment.​

Bottom Line View

The revised, more conservative modeling still supports a STRONG BUY view with a substantial margin of safety versus the current share price. The combination of a differentiated technology, structural demand growth, and DOE-backed de-risking creates a compelling, asymmetric risk/reward profile for long-term investors.

[Steve @Steven_Elice]

@MasterBJones How do i sign up?!?!

[Trader Brian Jones @MasterBJones]

2026!
This is the year that I'm going to start teaching stock trading online.
Going to do it on Zoom or Teams.
Only for new traders.
I assume that experienced traders are already making lots of money and they don't need any help.

[OpTic Methodz @Methodz]

I feel like I need to see a doctor