Shelly

Full-time Stock Investor | Researcher.
Part-time Conspiracy Realist.

[Shelly @realshelly_2]

@RealCandaceO Thoughts on this 1971 song played (AmFest25) as JD 'Assassin' Vance embraced Erika... "Long Cool Woman".

Diabolical lyrics for the occasion....a fbi man watches a man named Charlie get shot sitting at a table by the long cool woman dressed in black.

[Shelly @realshelly_2]

@LizCrokin Liz, Get in touch with @MakisMedicine
Sending prayers to your dad. 🙏

[Baron Coleman @baroncoleman]

“His brother works at the White House” is probably why nobody ever followed up on it.

[Shelly @realshelly_2]

@DaniHasReceipts @BlakeBednarz @RealCandaceO Here we go...... again!! 🤣

[Shelly @realshelly_2]

@ChairmansLedger @AtlasShrug1 You both are awesome! And hilarious!

[Shelly @realshelly_2]

@RealCandaceO I'm sure @DLoesch is referring to the fatherless children the "PDF Epstein Class" abused over many decades.

[Shelly @realshelly_2]

@AtlasShrug1 @grok 😂🫶

[Shelly @realshelly_2]

@JOhnnyboy12x12 @ZeeToTheHill Fed slop.

[Shelly @realshelly_2]

@HeidingOut @HunterBiden Hunter began trending after his smashing interiew with the queen @RealCandaceO

I highly recommend watching it.

Hunter is back! And the former ex-MAGA crowd loves it.

[Shelly @realshelly_2]

@RealCandaceO History in the making! Next you will be interviewing @Snowden

Larry is going bonkers.

[Shelly @realshelly_2]

@thedreydossier @baroncoleman 🫶 🫶 the gingers rock

[Shelly @realshelly_2]

@JoshuaBarzon I have traveled C thru G extensively, so my choice is B.

[Hunter Allen @HunterAllen4]

$IMSR

+10% Friday and now pressing against a clean 3 month base around 9$.

Once this clears and confirms, 13$ / 25$ starts entering the conversation fast.

The market is finally waking up to the AI energy bottleneck and advanced nuclear is becoming one of the biggest infrastructure themes of the decade.

$IMSR (Terrestrial Energy) is not just another SMR company.

Their IMSR molten salt reactor is a Generation IV design built specifically for scalable, reliable, high-temperature clean power - ideal for hyperscale AI data centers, industrial power demand, and grid resiliency.

• 390 MWe per IMSR plant — enough to power a major hyperscale AI campus
• ~44% thermal efficiency vs ~30% conventional nuclear, giving materially better fuel utilization and economics
• 600–700°C operating temperatures for industrial heat + power flexibility, opening hydrogen, chemicals, and manufacturing markets competitors cannot easily serve
• Uses standard LEU fuel (<5%) avoiding HALEU supply bottlenecks currently impacting peers like $OKLO and several advanced reactor developers
• Low-pressure molten salt design with passive safety systems reduces complexity versus traditional water-cooled reactors
• 7-year replaceable core-unit design for simplified maintenance and uptime
• Modular construction approach designed to shorten deployment timelines and improve scalability

The AI power narrative is accelerating rapidly and IMSR is positioning directly into it.

Global electricity demand from AI data centers is projected to surge over the next decade, with estimates from Goldman Sachs and the IEA pointing toward massive incremental baseload demand that renewables alone may struggle to satisfy consistently.

That is pushing hyperscalers and infrastructure investors toward nuclear solutions capable of delivering 24/7 carbon-free power.

Major catalysts already developing:

1️⃣ Riot Platforms partnership
MoU targeting co-located nuclear-powered hyperscale AI/data center infrastructure with potential multi-GW scaling across Texas and Kentucky.

2️⃣ Texas A&M RELLIS site selection
Major commercial deployment milestone and early siting validation.

3️⃣ DOE-backed projects TETRA + TEFLA
Accelerating pilot reactor development and domestic fuel salt production.

4️⃣ Ameresco collaboration
Commercial deployment, hybrid energy projects, industrial applications, and infrastructure scaling.

5️⃣ NRC licensing progress
Critical regulatory milestones continue advancing and helping de-risk commercialization timelines.

Financially:
• Market cap still under ~1B
• Nearly 300M cash and investments
• Minimal debt
• Multi-year runway
• Strong Buy analyst sentiment with targets around 13–15$ average
• Backed by growing institutional and strategic interest in AI-linked energy infrastructure

Compared to peers like $OKLO, $SMR, $LEU and $CEG, IMSR stands out because molten salt + standard fuel potentially allows faster and cheaper scaling for AI infrastructure demand.

$OKLO relies on HALEU fuel availability which remains constrained today. $SMR still uses more conventional light-water reactor architecture with lower operating temperatures and efficiency. $CEG is a dominant incumbent utility nuclear operator but lacks the asymmetric early-stage growth profile. IMSR’s combination of Generation IV molten salt technology, industrial heat capability, passive safety profile, and standard fuel sourcing gives it a differentiated lane in the advanced nuclear race.

Another advantage: molten salt reactors operate at atmospheric pressure, unlike traditional reactors requiring extremely high-pressure systems. That can reduce engineering complexity, improve safety margins, and potentially lower long-term operating costs.
$IMSR could become one of the most important next-generation energy infrastructure names on the market.

REPOST. BOOKMARK. SUBSCRIBE. Add to the Hunter WL.

$NVDA $OKLO $SMR $CEG $LEU $VST $TLN $NNE $GEV $VRT $RR $TSLA

[TakeProfits @_TP888]

$INDI

ADAS chip challenger.
- $413K institutional call sweep this morning

10:40am ET. Somebody walked into the $INDI Nov 7.5C and bought 8,018 contracts at the ask in five minutes. Avg fill $0.50. No hedge. No spread. Clean directional bet 182 DTE out.

- Q1 2026 revenue $55.5M, beat the midpoint
- Q2 guide $59-65M, sequential acceleration
- $25M Gen8 radar production order from Tier 1 in Q1
- Two new OEM programs funded
- iND880 vision processor shipping in volume at NIO
- Strategic backlog $7.4B
- TTM revenue $217M
- Backlog-to-revenue ratio: 34x
- ams OSRAM CMOS sensor acquisition closes Q3, immediately accretive

Yet the bigger story isn't earnings.

It's the ADAS compute landscape.

OEMs are racing to integrate Level 2+/Level 3 driver assistance across every platform by 2027. That requires:

radar SoCs
vision processors
sensor fusion silicon
LiDAR compute

Regulation is forcing the timeline:

EU GSR mandate already requires AEB and lane keep
NHTSA AEB rule kicks in 2029, OEMs designing in NOW
NCAP 5-star ratings require full ADAS suites
China NEV mandate pushing the same buildout in Asia

ADAS silicon is becoming the highest-leverage layer in the vehicle BOM.

And this is where $INDI becomes interesting.

$INDI is scaling aggressively:

Gen8 radar SoC in production at a Tier 1
iND880 vision processor shipping at NIO
DRAM-less architecture = lower BOM than $MBLY
LiDAR SoC launched
Photonics with 30% gain over competitor radar
ams OSRAM deal opens physical AI / humanoid robotics
European R&D footprint added via Belgium and Portugal

Most of the ADAS market still leans on $MBLY, $NXPI, and incumbents.

$INDI is the fabless challenger eating share at the edges.

Smart money is already moving:

$413K Nov 7.5C sweep this morning, 50% OTM, ask-side
Short interest 28.15% of shares outstanding
63.8M shares short on a 227M float
Top-decile short interest across all small-caps
Beta 2.73

Catalyst calendar is loaded:

Q2 earnings early August
ams OSRAM deal close Q3
Q3 earnings early November

Directional flow into a 28% short stock doesn't move 5%.

And suddenly:

backlog conversion matters
ADAS design wins matter
multimodal sensing matters
physical AI optionality matters
fabless cost structure matters

$INDI is still tiny compared to:

$MBLY
$NXPI
$ON
$ADI
$ALGM
$TXN

But the setup is difficult to ignore:

$7.4B backlog
Gen8 radar in production
NIO shipping in volume
ams OSRAM closing Q3
28% short interest
$413K Nov 7.5C sweep this morning

Yet valuation remains compressed:

~6.4x EV/revenue trailing
Reverse math implies 5-yr CAGR of only 21%
Consensus models 26-43%

If $INDI executes on Gen8 ramp, NIO scaling, ams OSRAM integration, and backlog conversion, the 5C becomes a memory.

Related names:
$MBLY $NXPI $ON $ADI $ALGM $TXN $AEVA $LAZR $INVZ $NVDA $TSLA

— TakeProfits

[Shelly @realshelly_2]

@TradeLogic $ALGM 🤫 accumulating more shares before it doubles!!

[Shelly @realshelly_2]

@Williams47554Jl @ProjectConstitu @AndrewKolvet @RealCandaceO @baroncoleman Hand holding is solatious.
Hand-grip is boring.
It's all a show.
Performance is demanded.

[Samuel Gibson @Samuel_Gibson_]

Ahead of Hadron Energy beginning trading on Nasdaq under the ticker $HDRN on May 26th, we wanted to share a glimpse of Hadron’s vision building the future of microreactors.

Hadron Energy is developing the Halo Micro Modular Reactor (MMR), a compact, factory-built light-water reactor designed to deliver reliable, carbon-free power for AI data centers, industrial sites, remote communities, military applications, and critical infrastructure.

Each Hadron MMR is designed to generate 10 MWe of reliable power and is transportable by truck or rail to support flexible deployment where power is needed most. By generating power directly on-site, Hadron’s microreactors may reduce reliance on extensive transmission and distribution infrastructure. Multiple units can be deployed in a modular format to meet growing demand, with a targeted fuel-cycle of 10 years and an intended 50-year useful life.

Hadron’s microreactors leverage proven light-water technology which powers ~90% of the global nuclear power fleet today. The Nuclear Regulatory Commission (NRC) is most familiar with light-water designs, they have ~27,000 cumulative reactor years of operational history, and light-water avoids the risks associated with novel fuels or coolants. Hadron’s microreactors are designed with inherent and passive safety features and are installed below grade to maximize protection of the public and the environment.

Hadron uses Low Enriched Uranium Plus (LEU+), enriched to approximately 8% U-235. This fuel builds on the same proven uranium fuel used in today’s commercial reactors while enabling longer operating cycles and efficient power output for microreactor applications through slightly higher enrichment. Because LEU+ remains within the existing regulatory framework, may support a more familiar licensing pathway relative to certain advanced reactor technologies. Most importantly, LEU+ leverages existing portions of the domestic light-water reactor fuel supply chain, which we believe may reduce fuel supply constraints relative to certain advanced reactor approaches dependent on HALEU or TRISO fuel.

Our approach focuses on regulatory efficiency and standardized deployment. In October 2025, the NRC accepted Hadron’s Quality Assurance Program Description (QAPD) Topical Report for review, an important step in establishing the company’s regulatory foundation. Hadron maintains active engagement with the NRC through a dual-track pathway, pursuing both Manufacturing and Combined Licenses, while monitoring evolving NRC initiatives intended to support standardized deployment and serial manufacturing approaches for advanced reactors.

Hadron’s leadership team brings decades of experience across nuclear plant operations, NRC licensing, reactor engineering, fuel design, and quality assurance, supported by engineers focused on moving from design through deployment efficiently.

As electricity demand continues to accelerate globally, particularly across AI infrastructure and industrial applications, Hadron is targeting a growing market expected to exceed $7 billion by 2030, according to Grand View Research. We believe light-water reactors continuing to produce reliable, 24/7 power, will play a critical role in the future of energy and national security.

Please refer to Hadron Energy’s public SEC filings for additional information.

[hertzy trades @HertzyTrades]

I am starting to build an allocation to the mass adoption story of humanoid robotics

I think $300 billion to $700 billion annual TAM is a base case by 2040

What companies do you think will be the main contributors?

[Shelly @realshelly_2]

@NihiloX yuk..such a disgusting, pathetic human.