🔋Fission🔋

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🔋Fission🔋

🔋Fission🔋

@NuclearFact

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

Joined Şubat 2023
272 Following83 Followers
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🔋Fission🔋
🔋Fission🔋@NuclearFact·
FELLOW DEGENERATES, listen up 🚀☢️ While you zoomers are still simping for $OKLO‘s hyped sodium-cooled toy (~$12-13B market cap, Sam Altman vibes, Meta mentions), the REAL alpha is $IMSR — trading at roughly ~7% of OKLO’s valuation with straight-up superior tech. $OKLO at ~$13B.
$IMSR at ~$800M. Same nuclear renaissance. One-tenth the price. That’s the story. WHY THIS GAP IS INSANE: •Molten salt chads dominate. IMSR runs 600-700°C with fuel in the salt. Walk-away safe (freeze plug kills any runaway). OKLO sodium? Leak = instant fire. •High-temp industrial heat beast. Hydrogen, desalination, synfuels, chemicals, data center steam — IMSR does it all. OKLO is mostly power. IMSR is full-stack for AI + heavy industry. $OKLO bros coping with “b-but partnerships!” $IMSR chads are sitting in the 10x re-rate waiting room. When the market wakes up to better tech at 1/10th the price… gap closes violently. This isn’t financial advice DYODD Load $IMSR or cope later. ☢️💎🚀
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🔋Fission🔋
🔋Fission🔋@NuclearFact·
@pizdets17 I’ve started that transition and am very happy so far. No brick and mortar is a big negative though, as it’s often the fastest way to speak to someone who can actually help
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WarrantWhisperer
WarrantWhisperer@pizdets17·
thinking of transferring all my TD stuff (rrsp, tfsa, direct investing, checking account, credit card) to Wealthsimple. Thoughts?
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🔋Fission🔋
🔋Fission🔋@NuclearFact·
@gabrielgalcer Is dilution on the horizon? Seems the only reasonable explanation for the valuation gap
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Virus
Virus@gabrielgalcer·
It’s very reasonable to believe $IMSR will trade at $31.50 again. It traded at $31.50 with less coverage, less validation, no investor presentation deck, no DoE OTA signings, no MOU announcement, no analyst PTs, list goes on. $IMSR will surpass its ATH. I’m certain.
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₿itcoin ₿eliever
₿itcoin ₿eliever@BTCBeliever21·
@altols Yeah and the math shows BTC to 30 something million in 50 years, which is actually very possible. @coffeebreak_YT should focus more on the government fiat debasement inflation scam steeling from everyone.
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Alec
Alec@altols·
My favorite part is when Coffee says he is going to show some math and has *literally nothing* prepared, not a shred of math ……. then goes to a government website to use it to do a CAGR calculation. Different leagues.
Jeff Walton@PunterJeff

Sat down with @coffeebreak_YT today on Bitcoin and Digital Credit. His edit will drop soon. Posting the full raw hour for anyone who wants the unfiltered version. Enjoy

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Matt Loszak
Matt Loszak@MattLoszak·
New, more realistic Aalo Pod rendering: ✅ Air-cooled condensers (for both data center and nuclear plant) ✅ Switchyard ✅ Realistic relative footprint of Pod and Data center (100 MW shown) ✅ Roads + regulatory spacial separation Video is below.
Matt Loszak tweet media
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Anish 🪫
Anish 🪫@AnishP144·
$EOSE Nice but are we going to give up all the gains on Monday. Any sustainable rally depends on the earnings call and whether Joe can rebuild the lost trust.
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That Uranium Guy
That Uranium Guy@jeffcomeau·
$EU pummelled by newsletter sell signal. Now 50% cash. Next thing you'll know, they'll be shorting the sector. Hope they get caught bare in a massive rally. Can't believe the sheep stampede mentality of his followers. #uranium
That Uranium Guy tweet media
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🔋Fission🔋
🔋Fission🔋@NuclearFact·
@TBirdV @devengandhi They are producing in the states and executing on their ramp up….idk why market hates it…but I haven’t been keeping to close an eye out. What’s the word?
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TBird
TBird@TBirdV·
@devengandhi #MeToo. I really believed but this has gone all pear shaped. Still hold a bunch and it's still up over 200% but man I could have gotten out at least 8x at one point. I just still struggle to believe it deserves to be beaten down to this level
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CoolWhip Travis
CoolWhip Travis@habubusa·
@BNNBloomberg It's amazing all these massive projects being announced out east . No love for Alberta gee I wonder why Albertians are pissed off.
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🔋Fission🔋
🔋Fission🔋@NuclearFact·
@SloCan68 Out of all these you need to be overweight $IMSR its bargain bin and overlooked by even those who are seemingly knowledgeable of nuclear stocks like you 😉 thank me later
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Nostra Thomas 🇨🇦
Ok, I am going to say this one time for my closest of followers; Over the next two months, I will be building positions in these three companies: $oklo $xe $smr This is in an aggressive trading account. I don't touch my long only #uranium portfolio... ever!
Nostra Thomas 🇨🇦 tweet media
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Derek Quick
Derek Quick@derekquick1·
Which Nuclear & Uranium stock will be bought out by big tech first during the squeeze? 1970s 2.0 now big tech vs big oil fueling the nuclear energy renaissance in the U.S. $NNE $UEC $UUUU $LEU $SMR $XE $OKLO
Derek Quick tweet media
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🔋Greg🔋💎🤲
🔋Greg🔋💎🤲@FreemyerGreg·
It seems there is serious interest in restarting the construction the VC Summer nuclear plant in South Carolina. This was envisioned as a sister nuclear plant to Plant Vogtle in Georgia, but almost 10 years ago (after many billions of dollars had already been spent), the VC Summer project was cancelled. With VC Summer being within a hundred miles of Plant Vogtle, it seems likely that learnings from Plant Vogtle can be applied to VC Summer if construction restarts.
Mark Nelson@energybants

Breaking: Brookfield and The Nuclear Company teaming up to deliver GW-scale nuclear Proud to announcing a joint venture between The Nuclear Company and Brookfield to deliver Westinghouse reactors, including to manage the completion of AP1000s in South Carolina. From the day I discovered nuclear energy my goal has been to build as much of it as possible for the world. Today, with my team at @thenuclearco, we're taking a huge step towards that. It's been an honor to work as Chief of Staff for proven builder-CEO @JonathanWebbKY alongside our legendary Chief Nuclear Officer @TheNuclearJoe as we build the team and technology that can finally fix the nuclear plant deployment problem in the West. I've been an advocate for nuclear energy long enough to see the revolution in public appreciation for this wondrous technology, but just being popular isn't enough. We have to be able to build on-time, on-budget, with proven designs that are repeated over and over with an experienced and disciplined project management team using the best emerging tech. That is precisely what we're doing at The Nuclear Company. I'll be sharing more going forward as we deliver on the awesome potential unlocked by today's announcement.

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🔋Fission🔋
🔋Fission🔋@NuclearFact·
@tripphighgrade They were decreasing *public* drug use quite effectively *public: where non drug users typically locate.
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🔋Fission🔋
🔋Fission🔋@NuclearFact·
@bert_gilfoyle I beleive that management is flimsy, and also that they have a great product. Great opportunity overall
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Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️
The $EOSE investment thesis is pretty binary at this point. The company has lined up a 10 year lease for a building that can hold 4 high efficiency lines, and also a corporate building in downtown Pittsburgh that will be a software hub, where they can hire smart guys from Carnegie Mellon and MIT in a soft college graduate job market where they may not be getting many other better of offers. AI will presumably continually improve the performance of the product. The cost of raw materials on the spot market for the Eos Z3 should theoretically offer a much cheaper battery than Li-ion at scale. Much less than $100/kWh before the benefit of tax credits. But, it's not yet, and it's kind of a chicken or egg situation getting to scale to realize those cost benefits. If they stop at Line 2 and struggle to get many more orders, the company fails. If they fill out the new facility over time and through cost absorption reduce COGS to less than $160/kWh before credits, they will be a $40+ stock. Commissioning and field data for larger systems, like Viejas, Orchard and Torrecillas have been elusive. From a stock market perspective, the company would be well advised to spend some time discussing this issue with a frank and fulsome openness on the next call, to help investors understand the situation, their past struggles and the path forward. Sometimes I think we know more about this situation than Eos management and the board, because bad news does not filter to the top. Their prior optimistic statements on earnings calls (i.e. Torrecillas is producing "phenomenal" field data last summer, in stark contrast to the fact that they haven't completed commissioning) is another sign of either management dishonesty, delusions, or cultural deficiency of a communication breakdown.
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Fin’ StockWillis
Fin’ StockWillis@Dolphins19845·
If I had to guess. -40-60% in 1 day $EOSE
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Derek Quick
Derek Quick@derekquick1·
The Biggest Energy Squeeze in 50 Years Is Starting, Uranium & Nuclear Stocks About to Squeeze, please like & share if you want more videos like this! $LEU $UUUU $UEC $XE $SMR $OKLO $NNE
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