Walma Ciardo

The network always leaves a trail. 🖊️

Long-term technical investor

2030 new house

[Walma Ciardo @WalmaCiardo]

@Umitkirmizialan Same! Bought more today

[ThinkFlow @RyanheadRabbit]

하루 늦게 시장이 이 호재를 소화하는 건가.

이스라엘 3년 독점 유통 계약. 내가 더 반가운 건 주가보다 이제 ‘해외 매출’이 실제 숫자로 찍힐 가능성이 커졌다는 점이다.

기대했던 해외 매출도 빠르면 4분기부터 바로 발생하지 않을까 기대하고 있다.

마이크로봇은 이제 FDA 승인 이후 “제품이 팔릴까?”가 아니라 “얼마나 빨리, 얼마나 많은 국가에서 팔릴까?”를 봐야 하는 구간으로 넘어가는 느낌이다.

$MBOT

[Walma Ciardo @WalmaCiardo]

$IMSR

[Walma Ciardo @WalmaCiardo]

$IMSR

[Walma Ciardo @WalmaCiardo]

Last week I listened to a podcast covering former tech giants that fell, mentioning $BB (BlackBerry). Today, in a training session, the speaker brought up $BB in the exact same light.

I can be bias, but imo it points to a shift in perception.

[Walma Ciardo @WalmaCiardo]

@1035_Capital Today's fair value ? And 12months? PT?

[Terrestrial Energy @TerrestrialMSR]

Our VP of Business Development, Sarfraz Taj, recently joined the "From Policy to Power: Deploying Nuclear in Texas" panel at the @NuclearTexas 2026 Summit. The discussion centered on what it will take to bring nuclear power online in Texas. Two takeaways stood out:

1. ERCOT's demand signal is hard to ignore. Demand hit a record 91.1 GW on July 22, and the large-load interconnection queue holds more than four times that amount.

2. Texas' industrial ecosystem is built for new nuclear plants, with state incentives, a skilled workforce in adjacent industries, and a deep bench of universities, suppliers, and technology companies.

As Sarfraz put it, "The IMSR has a triple advantage: high temperature, low pressure, and inherent safety. Each of those characteristics simplifies the plant and improves its capital efficiency. And its tertiary molten salt loop enables integration of natural gas directly, so customers can get early power and early revenue that bolster the project's economics and reduces risk. Texas is establishing a world class ecosystem for new nuclear, and we're proud to be working with Texas A&M on IMSR Plant deployment."

#NuclearEnergy #Texas #IMSR #ERCOT

[Daniel Salomão - Rational Investor @DanielsalomaoB]

https://t.co/i818SRcTke
1/12 $HGRAF
A important graphene commercialization story just emerged from Manchester.
Duo Packaging has launched 2DPE™, a graphene-enhanced polyethylene film developed with the University of Manchester’s GEIC — and it is already being used commercially.

[Walma Ciardo @WalmaCiardo]

$IMSR

[Sqeaky Mouse @TheSqeakyMouse]

Had this zone mapped out on $HGRAF for a couple weeks and have now began adding shares. These weeks of dropping have all been on such insignificant volume that it can be erased in days once news is announced and real volume is experienced.

[Walma Ciardo @WalmaCiardo]

@ASoyaInvests What are the others?

[Virus @gabrielgalcer]

$IMSR - Announcement #2 just landed and I believe it's better than an MOU.

Called Ameresco back in July as my #1 candidate for the next commercial plant announcement and here's the confirmation two months later (link in sources).

Ameresco won a competitive U.S. Army procurement (Strategic Capital Initiatives) to develop a power project at Aberdeen Proving Ground; commercial generation for the regional grid plus energy resilience for one of the Army's most critical installations.

The nuclear technology for that project: the IMSR.

Highlights to keep in mind:

- The Army ran an RFP. Ameresco won it. Third-party competitive selection is a class above a memorandum, imo.

- The playbook repeats: phased gas-first → nuclear. Same hybrid-bridge architecture as the Riot deal. The development outline showing twice is the template future deal will follow.

- Federal demand through the COMMERCIAL lane. An Army installation as host; importantly, reached with ZERO DOE authorization, fully on the NRC path. The NRC > DOE strategy just captured a federal site without pivoting to the DOE lane.

Maryland = third state (TX, KY, MD). First PJM market.
The funnel has a timeline now: June 2025 collaboration MOU → competitive win → named project in ~15 months. Riot might take about the same amount of time.

Scorecard: management guided 1-3 named projects for 2026. Riot in May. Aberdeen in September. That's 2, with a left quarter to spare.

Honest caveats: no MW split, no timeline, no disclosed contract value, and the gas phase comes first. Receipts to watch: an 8-K this week if there's a definitive supply agreement, and Maryland PSC / PJM filings.

Sources in reply.

[Raydium @Raydium]

$BB is live on Raydium.

BlackBerry is a software company focused on secure communications and embedded systems, with its QNX software used across more than 275 million vehicles.

Now trading 24/7 on Solana via @sunrise and @Backpack Securities.

[Golan Jason Lewkowicz @Golan_Lewkowicz]

They have a great story to tell! $SKYX I can attest to this having changed hundreds of outlets and light switches as a teenager running around upper Manhattan and the Bronx with my father.

I held the ladder while watching him standing on the top rung juggling the old light fixture or fan and the new light fixture/fan while at the same time handing him the anchor pieces, and wire nuts tie off the wires.

It may sound extreme, but the reality is, this will save lives. At the very least many injuries will be prevented.

[Walma Ciardo @WalmaCiardo]

$SKYX
(3) $6 EOY 2026

NFA

[Walma Ciardo @WalmaCiardo]

@AuroraSpine Looking ahead to Q3 and Q4, what are the key operational milestones we should be watching that would give investors confidence that revenue growth is re-accelerating?

[ThinkFlow @RyanheadRabbit]

마이크로봇 메디컬을 보면서 요즘 가장 중요하게 보는 건
주가 1~2달러 움직임이 아니다.

LIBERTY가 병원 안으로 얼마나 깊숙이 들어가느냐다.

이번엔 유럽 심혈관·중재적 방사선학회 CIRSE에 직접 참가한다.

의료기기는 좋은 제품을 만들었다고 끝나는 사업이 아니다.
의사들이 직접 보고, 써보고, 신뢰하고, 결국 반복해서 주문해야 한다.

그래서 이런 학회 참석을 단순한 ‘홍보 일정’으로 보지 않는다.

제품 공개 → 의료진 접점 → 실제 사용 → 반복 주문

이 흐름이 만들어지는지를 보는 과정이라고 생각한다.

특히 LIBERTY처럼 기존 시술 방식을 바꾸려는 제품은
기술보다 채택 속도가 기업가치를 결정할 가능성이 크다.

9월 5~9일 코펜하겐.

주가보다 이런 현장의 작은 변화들을 계속 보고 있다.

$MBOT 은 이제 기술을 증명하는 단계보다
시장이 받아들이는 속도를 증명해야 할 단계라고 본다.

[Walma Ciardo @WalmaCiardo]

$ASAPF $ASG.V
"Evidence brings clarity. Integrity builds confidence."

[Aurora Spine™ | Purpose Driven @AuroraSpine]

Why does L5–S1 deserve our attention?

Research shows that disc degeneration at L5–S1 affects 66.7% of men and 70.9% of women. At this same level, grade 2 stenosis was identified in 43% of lateral recesses and 62% of neural foramina.

These findings reinforce the clinical importance of L5–S1 and the need for treatment options designed to address degenerative lumbar pathology.

As part of The Integrity Campaign, Aurora Spine is committed to presenting the evidence clearly and allowing the facts to lead the conversation.

The ZIP™ MIS Interspinous Fusion System provides posterior, nonpedicle supplemental fixation from T1–S1 and is FDA cleared for supplemental fusion in patients with degenerative disc disease, lumbar spinal stenosis, spondylolisthesis, trauma, and/or tumor.

Evidence brings clarity. Integrity builds confidence.

Learn more at https://t.co/8t1PdyWI5G.

Sources:

Teraguchi M, et al. Prevalence and distribution of intervertebral disc degeneration over the entire spine in a population based cohort: The Wakayama Spine Study. Osteoarthritis and Cartilage. 2014;22(1):104–110.
https://t.co/otadwcb4ju
Norisyam Y, et al. Lateral Lumbar Spinal Stenosis: Associations With the Oswestry Disability Index, Visual Analogue Scale, and Magnetic Resonance Imaging. Cureus. 2023.
https://t.co/SlzPtdbsAl

Aurora Spine, Inc. ZIP™ MIS Interspinous Fusion System. FDA 510(k) K221399. Cleared July 8, 2022.
https://t.co/dYyvpqiE23
#IntegrityCampaign #AuroraSpine #ZIPMIS #LumbarSpine #SpinalStenosis

[Aurora Spine™ | Purpose Driven @AuroraSpine]

Why does L5–S1 deserve our attention?

Research shows that disc degeneration at L5–S1 affects 66.7% of men and 70.9% of women. At this same level, grade 2 stenosis was identified in 43% of lateral recesses and 62% of neural foramina.

These findings reinforce the clinical importance of L5–S1 and the need for treatment options designed to address degenerative lumbar pathology.

As part of The Integrity Campaign, Aurora Spine is committed to presenting the evidence clearly and allowing the facts to lead the conversation.

The ZIP™ MIS Interspinous Fusion System provides posterior, nonpedicle supplemental fixation from T1–S1 and is FDA cleared for supplemental fusion in patients with degenerative disc disease, lumbar spinal stenosis, spondylolisthesis, trauma, and/or tumor.

Evidence brings clarity. Integrity builds confidence.

Learn more at https://t.co/8t1PdyWI5G.

Sources:

Teraguchi M, et al. Prevalence and distribution of intervertebral disc degeneration over the entire spine in a population based cohort: The Wakayama Spine Study. Osteoarthritis and Cartilage. 2014;22(1):104–110.
https://t.co/otadwcb4ju
Norisyam Y, et al. Lateral Lumbar Spinal Stenosis: Associations With the Oswestry Disability Index, Visual Analogue Scale, and Magnetic Resonance Imaging. Cureus. 2023.
https://t.co/SlzPtdbsAl

Aurora Spine, Inc. ZIP™ MIS Interspinous Fusion System. FDA 510(k) K221399. Cleared July 8, 2022.
https://t.co/dYyvpqiE23
#IntegrityCampaign #AuroraSpine #ZIPMIS #LumbarSpine #SpinalStenosis

[Walma Ciardo @WalmaCiardo]

@AuroraSpine Great post! Let's be the human bone data provider!

[Walma Ciardo @WalmaCiardo]

@YodaStockInvest You'll have! Don't worry