andyc

@gabrielgalcer check this out

Let the record show. If I had the capital. I would just simply buy $IMSR entirely as a company at this valuation. The story and upside is high enough to justify an investment of that size. Generational valuation imo. NFA of course.

why $IMSR is the best fit for AI

研究了一个核电的冷门标的， $IMSR 。 $IMSR 的卖点是它的安全性，可以在高温下运行，意味着热效率更高，不仅能发电，还能为工业供热，也没有融毁的风险。 跟 $oklo 相比，由于山姆奥特曼的背书其实是有一点溢价的，但从技术上来说，IMSR 的技术更成熟，更规模化一点。 研究过核电的朋友都知道，核能项目最大的障碍是监管审批，IMSR 也签署了一项协议，会加快美国能源部对技术的审批流程。 虽然距离产生营收还有一段时间，但在 7 亿美元的市值下，还是在一个价值洼地的，我觉得它的上涨空间比 oklo大得多。（个人观点，不构成投资建议）

@Maggie191919 永远在不停进步，但是永远不能达到 l4.醒醒吧

🚨 马斯克：自动驾驶是人类历史上最大的技术突破之一 没有任何车企的通用自动驾驶能与特斯拉比肩 而FSD V14.3.3刚刚推送 马斯克对这个版本的评价只有两个字 “a banger” 炸裂 V14这个小模型的迭代速度快到多数人还没反应过来 4月22日 V14.3.1 4月27日 V14.3.2 5月17日 V14.3.3 平均每隔几天就有实质性更新 这次V14.3.3的核心升级 神经网络强化学习全面升级 AI编译器从零重写，采用全新MLIR架构 反应速度提升20% FSD、Robotaxi、Smart Summon三个系统后端模型完成统一 新增主屏幕实时无干预里程计数器 你行驶多远没有人工接管，实时显示 多数人看到这些更新日志觉得是例行维护 但真正理解的人知道 每一次迭代背后是数十亿英里真实路况数据的持续训练 这不是软件更新，这是智能系统在每一天变得更聪明 当其他车企还在争论激光雷达还是摄像头 特斯拉的车队已经在全球道路上完成了人类历史上最大规模的自动驾驶数据采集 这个数据护城河，没有人能在短期内复制 马斯克说得没错 这可能是你现在应该认真看待$TSLA的原因

@RealMidasTrend 特斯拉已经严重泡沫化了，还受伤，你买的就是个泡沫

Spacex上市，最大的受害者出现了——特斯拉股东 $TSLA 股价在今年美股大牛市背景下，竟然逆势下跌了📉20%，估计后面随着Spacex正式登陆股市，接着几个月还要继续进一步下跌。 真是从来只见新人笑不见旧人哭啊。 死心塌地买特斯拉股票的人，该情何以堪？ 为什么是 Tesla 股东最受伤？ 资金与注意力直接“吸血”：过去买 Musk 未来只能买 TSLA，现在 SpaceX（估值 1.75-2 万亿）提供更性感、更纯正的标的（Starlink + 火箭 + 太空 AI）。 很多投资者直接卖 TSLA 换 SpaceX，造成换仓潮。Forbes 等媒体直接说 SpaceX 会让 Tesla “吃火箭灰”。 叙事被抢：Tesla 还在纠结交付、毛利、Robotaxi 时间表；SpaceX 执行更稳（Gwynne Shotwell 主导）、竞争更小、故事更爆炸。Musk 粉丝把“成长溢价”转给新宠，TSLA 估值承压。 实际影响：2026 年以来 TSLA 已明显回落，部分跌幅直接归因于 SpaceX IPO 预期。机构和散户都在准备“卖旧买新”。 这个情况，币圈人也是见过的了。项目方搞了一个项目发了个币圈了波💰。发现又有新赛道新叙事，于是又搞了个新项目，发了个新币。（最典型的就是，2021年牛市无聊猿就是这么干的，先发NFT造势，再发币、卖土地）

@MaxForAI cursor 的数据跟 Claude code codex 比怎么样， 按你这个思路 xai 跟他们的差距只会越来越大

原来马斯克买Cursor是为了要Cursor的数据啊！ 他在回答网友的时候说GrokV9已经训完了，接下来会把Cursor数据加进补充训练，然后再做SFT和RL。 之前还不知道为什么马斯克要买 Cursor，现在知道了。 因为模型要继续往上走，光靠公开网页、论文、代码仓库已经不够了。 公开语料能教模型「知道什么」，但很难教模型「人在真实产品里怎么做事」。 真正稀缺的是这种数据：用户怎么提需求、怎么改prompt、怎么接受或拒绝结果、哪里卡住、哪里重试、最后什么东西真的被用上了。 这类数据比普通文本贵得多，因为它带着真实任务、真实反馈、真实偏好。 我之前也帮人介绍过数据相关的生意，最大的感受就是：高质量数据在国内外都非常稀缺。 大家以为AI公司拼的是模型架构、算力、工程，其实到后面拼的还是谁有持续产生高质量行为数据的入口。没有这些数据，模型可以在榜单上变强，但很难在真实工作流里变好。 GrokBuild现在的问题，其实也在这里。 Model本身还不够，但如果xAI真的能把X、Grok、Cursor这类真实交互数据喂进去，后面提升会非常快。

why IMSR is the best ai nuclear stock $IMSR $oklo $xe $nuclear $nvda

Obscurity is a curse! $IMSR should address this issue ASAP! Low valuation = severe dilution on next capital raise, worthless stock comp for engineering talent, and counterparties questioning your credibility on commercial deals. $IMSR

@gabrielgalcer $XE runs on HALEU — a fuel with no scalable U.S. supply chain and significantly higher long-term cost exposure. $IMSR runs on standard LEU. Infrastructure exists. Costs are predictable. Fuel is already contracted. Pipeline means nothing if you can't fuel it!

Most people still compare $IMSR to $OKLO. As I've expressed before — that's the wrong comparison now. $XE (X-Energy) is the right one and imo, the best comparison. Both are pre-revenue Gen IV reactor licensors. Same business model as $IMSR. X-Energy IPO'd April 24 at $23, closed first day at $29.20 (+27%). Largest nuclear public equity offering in history. Now ~$26.25 / $10.62B market cap. Oklo is a utility = plans to own and operate plants. $IMSR is a licensor = licenses the design to operators. X-Energy is also a licensor meaning this is an apples-to-apples is licensor vs licensor comparison. Per-GW market cap math: $XE: $10.71B / 11+ GW pipeline = $965M per GW $IMSR: $1.17B / 7.8 GW pipeline = $150M per GW That's a 6.5x gap between two licensors. X-Energy's 11 GW pipeline is 41% larger than $IMSR's 7.8 GW and yet $XE is priced over 10x over than $IMSR. If $IMSR was valued 41% under $XE to account for the GW difference, then $IMSR would be worth ~$6.3 billion in market cap, or roughly $42 per share fully diluted. Current price is ~$6.56. Note: this is a CONSERVATIVE estimate as it doesnt account for structural advantages like $XE using HALEU vs. $IMSR using SALEU, etc. Seeing the comparison between both makes me confident $IMSR is a multi-bagger stock.

@TerrestrialMSR IMSR is obscure to the market Zero Goldman/MS/JPM coverage CEO: zero media presence. Stock pops on news, gives it all back in 48 hours. No institutional base ! What's the IR roadmap? When's the Investor Day?When does Simon Irish go on Bloomberg? Holders are watching.

As energy demand increases, SMR nuclear options are becoming more attractive due to their efficiency, clean energy production, and scalability. This recent piece in The Free Press dives into the hurdles U.S. nuclear energy has faced in the past and how new policy developments are opening doors for the next generation of nuclear energy. thefp.com/p/will-america… #IMSR #NuclearEnergy #CleanEnergy

@TerrestrialMSR IMSR is obscure to the market Zero Goldman/MS/JPM coverage CEO: zero media presence. Stock pops on news, gives it all back in 48 hours. No institutional base ! What's the IR roadmap? When's the Investor Day?When does Simon Irish go on Bloomberg? Holders are watching.

Terrestrial Energy is excited to announce that Tyler Gronbach has joined the company as Vice President of Investor Relations and Public Relations to lead investor and public communications as the company advances Integral Molten Salt Reactor (IMSR) commercialization. The appointment comes as Terrestrial Energy accelerates commercialization of its IMSR plants and expands engagement with institutional investors, sell-side analysts and the financial media following its Nasdaq listing last year. Tyler has extensive experience helping publicly traded companies tell their stories to key stakeholders and will be key in ensuring that the company's messaging captures the energy market value of IMSR technology. He will report directly to Terrestrial Energy CEO, Simon Irish. Welcome to the team, Tyler! Read the full announcement here: businesswire.com/news/home/2026…

@TerrestrialMSR IMSR is obscure to the market Zero Goldman/MS/JPM coverage CEO: zero media presence. Stock pops on news, gives it all back in 48 hours. No institutional base ! What's the IR roadmap? When's the Investor Day?When does Simon Irish go on Bloomberg? Holders are watching.

We are pleased to announce another regulatory milestone as we advance our programs for licensed commercial operation of IMSR Plants in the U.S. The U.S. Nuclear Regulatory Commission (NRC) has issued its Safety Evaluation Report (SER) for the company’s Postulated Initiating Events (PIE) Topical Report, which follows the NRC's acceptance of Terrestrial Energy's final Topical Report submission announced in April 2026. The Topical Report’s approved safety evaluation establishes another fundamental regulatory framework supporting future IMSR Plant licensed operation. This and prior NRC approved safety analyses of IMSR performance establish critical elements of the IMSR’s licensing basis and reinforce the company’s continued progress toward commercial deployments of multiple IMSR plants. → Full press release: businesswire.com/news/home/2026… #IMSR #SMR #NuclearEnergy

@TerrestrialMSR @RiotPlatforms IMSR is obscure to the market Zero Goldman/MS/JPM coverage CEO: zero media presence. Stock pops on news, gives it all back in 48 hours. No institutional base ! What's the IR roadmap? When's the Investor Day?When does Simon Irish go on Bloomberg? Holders are watching.

Today, Terrestrial Energy and @RiotPlatforms signed a Memorandum of Understanding for the development of Terrestrial Energy’s IMSR Plants, which will be co-located with Riot's data centers, built for AI and high-performance compute applications. Our collaboration with Riot Platforms will pair best-in-class nuclear energy and data centers to deploy multiple 390 MW IMSR Plants, representing up to 4 GW of nuclear power capacity. It will also include the potential to incorporate natural gas as a bridge fuel for commercial operations on an accelerated timeline and enhance power supply resilience alongside IMSR Plant development. Terrestrial Energy’s IMSR Plant is uniquely suited for data center operation and our non-nuclear energy conversion system provides a competitive advantage in the small modular reactor (SMR) sector. Read the press release: businesswire.com/news/home/2026…

@TerrestrialMSR IMSR is obscure to the market Zero Goldman/MS/JPM coverage CEO: zero media presence. Stock pops on news, gives it all back in 48 hours. No institutional base ! What's the IR roadmap? When's the Investor Day?When does Simon Irish go on Bloomberg? Holders are watching. $IMSR

Terrestrial Energy continues to advance its Integral Molten Salt Reactor (IMSR) Plant projects, including its participation in U.S. Department of Energy (DOE)'s Advanced Reactor Pilot and Fuel Line Pilot programs as it works toward commercial deployment. In a recent conversation with @ChemEngMag, CEO and Director, Simon Irish, discussed how the IMSR's 585°C output improves the efficiency of electricity power generation by nearly 50% over light water reactors, as well as being deliverable directly to drive the thermal energy needs of many chemical production processes. At 390 MW electric or 822 MW thermal or combination of both, the IMSR Plant is sized for industrial scale users. chemengonline.com/molten-salt-nu…

@peng_hellen Fsd离真正无人驾驶还有20年以上

特斯拉Q2 earning call 我觉得最重要的一句话就是：Tesla’s goal is to have FSD available to about half the US population by the end of this year . 我猜应该会要覆盖类似纽约这种人口密度大的城市，刚开始应该也是邀请制。这种扩张速度是Waymo无法企及的。 特斯拉正在像AI公司转型，而Robotaxi能否快速扩张是个非常重要的指标，一个季度车的销量如何，包括出不出平价车都不是重点。当然传统媒体和财报分析师们会习惯性的抓着销量这点不放。 就像Elon说的，每个车主都要能用上FSD，至于之前很多人顾虑的HW3很难升级到HW4，因为没有预留接口等等，这是特斯拉需要去操心的事，不是你我需要去操心的。”it’s painful, but it’s needs to be done “- Elon Musk.

@Tsla99T 因为真的只对很少的人开放。完全没自信

大家对robotaxi仅开了7k多miles怎么看？ 我们这周末可能要贡献150miles

@Tsla99T 我不是空头也不是多头，我觉得被打爆的将是你

让我们一起坐robotaxi打爆空头好不好？

@XieJackie 一年内很可能跌到100以下，当散户的信仰破灭时，拭目以待

🚨马斯克建立美国党对特斯拉最大的影响是什么？无非是共和党也学着民主党开始阻挠特斯拉的发展，例如自动驾驶法规的全国批准。 💸但另一方面，共和党需要经济的大力发展，来解决他们新法案带来的更大赤字。特斯拉的自动驾驶和机器人所带来的革命将是最关键一环。 共和党会如何选择？

@tsmtslamoon 川普和共和党本来就是反新能源的。而且砍新能源是共和党极右派内的要求，川普不顺应他们什么法案都无法通过。本来就是老马看走眼下错注。什么川普背刺马斯克。连基本的情况都搞不清楚在那自我感动。那些都是韭菜

短期噪音, 短期噪音 這話我聽了很多年了, 我知道什麼都短期噪音, 問題是那老哥是不停的製造短期噪音

@Jplay136 川普和共和党本来就是反新能源的。而且砍新能源是共和党极右派内的要求，川普不顺应他们什么法案都无法通过。本来就是老马看走眼下错注。什么川普背刺马斯克。连基本的情况都搞不清楚在那自我感动。韭菜

这么多年Tesla和SpaceX在风风雨雨中一路走来，老马意识到在当前阶段，自己必须有政治力量，才能支撑公司进入下一阶段的发展，所以义无反顾的助推川普竞选。 竞选成功，本以为自己也成为了背后金主，甚至不惜贡献自己成为马前卒，亲自下场为川普成立Doge，得罪一众势力。事情做到了这个份上，总该可以有政治政策加持，可以一往无前的开干自己的事业了吧？谁知还是遭遇川普反水背刺。 老马意识到了，自己仅仅作为金主，对政治的参与和打开方式是不够的（至少是遇到川普这种），这就导致了无法为Tesla和SpaceX拿到足够的政策资源。这和没有竞选成功又有什么分别？！ 所以只能用权力（议员席位选票）本身去获得权力。依靠金钱去影响政治，始终是间接的，不符合第一性原理，不是最优解。好，那就来吧。老马亲自成立第三党，这和当初参与竞选的原因一样，在他的心中，没有退路。 美国党的目标就是拿到政治决策权的投票席位，以最省力，最有效的最直接的方式参与政治博弈。没有任何毛病。在老马心中，现在这个阶段，没有政治权力，Tesla和SpaceX就是个死（无法快速成长在老马心中就是死掉了），火星计划必然无法实现，所以第三党必须要搞，也必须搞赢。 作为股东，想让Tesla和SpaceX远离政治（Tesla和SpaceX在老马这是一家，一荣俱荣，一损俱损），想让老马远离政治，那就是太天真了。如果没有看到老马看到的威胁和焦虑，这样的股东，老马估计也不会强留。老马一辈子就是这么上来的，怕风险，那还是老马吗？！ 没点魄力，想安安稳稳挣大钱的，就别想上老马这辆车了。Share 两句老马的名言，1. “I’ll say what I want to say, and if the consequence of that is losing money, so be it.” 2. “My philosophy is that if you play, you play to win. You don't play by half measure.”