🔋Fission🔋

Nuclear Energy Worker & Battery Head | $IMSR $EOSE $TE $U.UN

[🔋Fission🔋 @NuclearFact]

$IMSR is trading like it’s not even in the same league as $OKLO, $SMR and now $XE.

But it is.

All 4 are the same trade: SMRs as the marginal baseline solution for AI + electrification demand.

Yet the valuation gap is insane:

$OKLO: ~$10B on narrative + early celebrity clout (Sam Altman)
$SMR: multi-$B on conventional SMR scale-up story
$XE: ~$8B on hyperscaler + industrial partnership optionality
$IMSR: 800MN for a gen iv molten salt SMR platform in the same FOAK race

and yes — if you zoom into fundamentals, none of this deserves current pricing.

none of them are cash flow businesses:

no operating earnings
no stable revenue base
pure FOAK execution risk
all dependent on regulatory + engineering timelines actually holding

so this is not really a valuation debate.

it’s a probability weighted bet on nuclear re-entering the grid at scale. And the market is clearly saying yes, just unevenly, and picking winners far too early…

That is the inefficiency, because $IMSR is priced with a lower implied probability, for no justifiable reason…

A reminder for those new:

From their 10-k: “In response to evolving market demand for our IMSR Plant, we have a pipeline of over ten early-stage IMSR Plant projects each at an identified site."

🐂 Bull case:
SMRs actually get built at scale. AI + grid demand forces nuclear back into the stack. everything re-rates upward together. $IMSR is the highest convexity laggard in the group.

🐻 Bear case:
FOAK complexity kills timelines across the entire sector. everything de-rates together anyway.

if you are a nuclear bull - buy $IMSR

If you are a nuclear bear - pair trade:

Long $IMSR, short $OKLO or any other name in the space…or I guess, just short it all….

In either case, the unjustified valuation gap is the setup…

Not financial advice, DYODD….

[🔋Fission🔋 @NuclearFact]

@freebirdsteven @DrNeilStone You are too far down the rabbit hole to see the light

[🔋Fission🔋 @NuclearFact]

Noooooo

[Jim Cramer @jimcramer]

Did a small round of buying and debating doing more in case the Nasdaq 100 minders will be finished at the end of the day

[🔋Fission🔋 @NuclearFact]

$EOSE

Expecting/hoping/praying that we bounce of this candle…

[🔋Fission🔋 @NuclearFact]

@OBGInvestments Buyingggggggg calls and shares

[🔋Fission🔋 @NuclearFact]

@Dolphins19845 Ahh right. Is that FVG less relevant now though since 2025 candle broke above it?

[🔋Fission🔋 @NuclearFact]

@NetMelc I’m happy for the buying opportunity!

[🔋Fission🔋 @NuclearFact]

$EOSE

This was expected, hopefully we take out equals below at 8.17 then bounce back…

[🔋Fission🔋 @NuclearFact]

Equals taken, up we go from here!

[🔋Fission🔋 @NuclearFact]

$EOSE

This was expected, hopefully we take out equals below at 8.17 then bounce back…

[🔋Fission🔋 @NuclearFact]

@bert_gilfoyle They didn’t tell us that RTE pre-dawnOS was sub 50% either…seems a pattern. Fix the problem before people find out about it.

[🔋Fission🔋 @NuclearFact]

$IMSR catch up trade starting to pay off, this should continue for some time…

Either peers come back to earth or $IMSR catches up

[🔋Fission🔋 @NuclearFact]

God this guy loses at everything he does…..leave the habs ALONE!!!

[Pierre Poilievre @PierrePoilievre]

#GoHabsGo !!!!

🔵⚪️🔴

@CanadiensMTL @Gab_Hardy @PierrePaulHus @GroleauJas489

[🔋Fission🔋 @NuclearFact]

300MW nameplate…what’s that in GWh?

4hr duration: 1.2GWh
8hr: 2.4GWh
12hr: 3.6GWh

do we know the size of this project?

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

https://t.co/M2K8QZdnAg

[🔋Fission🔋 @NuclearFact]

@moninvestor Energy vault but not EOSE? I’d rethink that

[🔋Fission🔋 @NuclearFact]

Holy shit…

[🔋Fission🔋 @NuclearFact]

@x_times_1 That’s why I’m not betting the farm, but i believe

[🔋Fission🔋 @NuclearFact]

$EOSE Overannotated but how I’m thinking 2026 goes with proper execution and good mgmt. 18$ EOY. Not financial advice

[🔋Fission🔋 @NuclearFact]

@Cantal_Capital 18$, EOY

[🔋Fission🔋 @NuclearFact]

@SpearfishingCap Only up 2% on the week? Damnn doesn’t feel like it

[🔋Fission🔋 @NuclearFact]

That’s not the company logo?

[Cantal Capital @Cantal_Capital]

$EOSE Needham initiated coverage on with a Buy rating and an $11 price target, highlighting confidence in the company’s growth potential.