Alex

@LegitSoccerBets Send

We’re on a nice little Free Play heater. 🔥 I’ve got the World Cup Final Script ready. Engage with this tweet, and I’ll DM it to you. 👀

@SetPointBets Send

+11.80 Units Today 📈 +66.66 Units Last 6 Days 🔥 Zverev + Ruud MLP @ 1.83 5U✅ Vallejo ML @ 2.00 4U✅ Darderi -2.5 @ 1.90 3U✅ Blockx ML @ 1.90 3U✅ Atmane O22.5 @ 1.90 3U✅ Medvedev O12.5 @ 1.73 3U✅ Munar U2.5 Aces @ 2.00 3U✅ Atmane ML @ 1.94 2U✅ Bublik ML @ 1.70 7U✖️ Hanfmann O21.5 @ 1.70 3U✖️

@BlinkBets Send

TENNIS MAX BET (+32.74 units last 6 days 💰) Sending to all who LIKE + COMMENT Must be following so I can DM you

@NRFIAnalytics Nrfi

@thepickdon How do I see your mlb plays?

MLB is easily my favorite sport to handicap. Love tomorrow’s slate

@GuGaBetss S

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@gabrielgalcer Amazing call man. Keep at it!

Bold call but I’m still confident that extremities aside, $IMSR won’t hang around these levels for long. Locked in another order at $9.99.

$imsr ready for blast off

Wow the path to $OKLO for $IMSR is really happening. Great to see it!

@PolarizingLit Is there way to sign up to get their research?

$IMSR not in this but they are having a nice day... This was from SEQH Capital Research Substack email sendouts: Terrestrial Energy (NASDAQ: IMSR) Quantitative Valuation & Forecast – Tear Sheet SEQH Capital Research | January 9, 2026 ​ Investment Snapshot Current Price: $8.57 per share​ Probability-Weighted Price Target: $23.36 per share (173% implied upside)​ Rating: STRONG BUY​ Primary Catalyst: DOE Project TETRA OTA agreement for first IMSR demonstration plant​ High-Level Thesis Terrestrial Energy is developing the Integral Molten Salt Reactor (IMSR), an advanced nuclear technology designed to deliver clean, reliable, baseload power and high-temperature industrial heat. Even under materially more conservative assumptions than prior work, the revised quantitative framework still identifies a large dislocation between IMSR’s current market price and its intrinsic, risk-adjusted value.​ The core thesis rests on three pillars: A differentiated reactor design with inherent safety, higher efficiency, and a simpler fuel cycle that avoids HALEU dependency.​ Massive, structural demand for 24/7 clean power from both grids and energy-intensive industrial and data center customers.​ A de-risked commercialization path anchored by U.S. Department of Energy backing via Project TETRA.​ Technology Edge: IMSR Advantages Inherent safety: Molten salt fuel in a low-pressure system that passively cools and solidifies in loss-of-power scenarios, materially reducing meltdown risk.​ Standard LEU fuel: Uses <5% LEU rather than HALEU, avoiding a constrained and politically sensitive supply chain that many SMR peers depend on.​ High efficiency: Operating temperatures above 600°C support thermal-to-electric efficiency up to ~44%, roughly 50% higher than typical light-water reactors (~33%).​ Cogeneration capability: High-temperature output can be used directly for industrial processes (chemicals, hydrogen, etc.), expanding the addressable market beyond power-only applications.​ Modular, factory-built design: Shorter construction cycles (targeting sub-four years) and repeatable deployment at scale.​ Structural Demand Tailwinds SMR market growth: Global SMR market projected to reach roughly $11–16 billion by 2035, driven by coal plant retirements, grid-stability needs alongside renewables, and industrial decarbonization.​ Data center power crunch: Data center electricity demand is forecast to rise roughly 5x by 2035 to ~176 GW, with operators requiring clean, round-the-clock power that aligns well with advanced nuclear.​ Industrial decarbonization: High-temperature process heat offers a path for hard-to-abate sectors (chemicals, fuels, materials) to reduce emissions while maintaining reliability and cost competitiveness.​ Financial Outlook & Scenarios (2040) The revised model implements slower deployment, lower margins, and higher discount rates while maintaining a multi-scenario, probability-weighted framework.​ Conservative Case Plants operating: 15 Revenue: $4.2B EBITDA: $2.5B EPS: $8.93​ Base Case Plants operating: 32 Revenue: $8.9B EBITDA: $5.4B Net income: $2.0B EPS: $19.05​ Bullish Case Plants operating: 55 Revenue: $15.3B EBITDA: $9.2B Net income: $3.5B EPS: $32.74​ Valuation Framework Primary valuation is a scenario-based, risk-adjusted DCF using differentiated discount rates and terminal multiples across cases.​ Bullish Case: 13x EV/EBITDA on 2040 EBITDA, discounted at 12% → $74.49/share.​ Base Case: 11x EV/EBITDA, discounted at 14% → $11.38/share.​ Conservative Case: 9x EV/EBITDA, discounted at 16% → negative equity value, illustrating downside in a materially delayed or impaired execution path.​ Applying probabilities of 25% (Conservative), 50% (Base), and 25% (Bullish) yields the probability-weighted target of $23.36 per share, well above the current price.​ Supporting approaches include: Comparable company analysis: Implied value of $13.88 per share using peer SMR and advanced nuclear multiples.​ Market penetration framework: Capturing 3–8% of expected 2035 SMR market implies ~$6.11 per share.​ Monte Carlo simulation: Median outcome of 10,000 runs at $4.29 per share, suggesting limited downside from current levels under broad stochastic assumptions.​ Key Risk Considerations Regulatory and licensing: NRC and international approvals may take longer than expected, pushing commercial timelines.​ Competitive intensity: The SMR field is increasingly crowded; while IMSR has a strong fuel-cycle and efficiency edge, capital and policy can shift to competitors.​ Financing and execution: Scaling from first-of-a-kind to dozens of plants demands significant capital, project management discipline, supply chain robustness, and partner alignment.​ Bottom Line View The revised, more conservative modeling still supports a STRONG BUY view with a substantial margin of safety versus the current share price. The combination of a differentiated technology, structural demand growth, and DOE-backed de-risking creates a compelling, asymmetric risk/reward profile for long-term investors.

We need one for $IMSR ASAP

@TerrestrialMSR @NRCgov Please provide more communication with investors and get an PR team if necessary. We need more coverage from Wall Street.... totally under the radar

Terrestrial Energy congratulates Ho Nieh for his designation as Chairman of the @NRCgov. With his decades of experience on the Nuclear Regulatory Commission staff and in private industry, Chairman Nieh’s expertise will be key to the deployment of a new generation of advanced reactor technologies, including Terrestrial Energy’s Integral Molten Salt Reactor. We look forward to collaborating with Chairman Nieh, the other NRC Commissioners, and the NRC staff, as we move our IMSR technology towards commercialization.

$IMSR IF I liked the stock at $25 I love it more today at $9 !!

We are following $OKLO so closely. I see us running up significantly now and we should get an earnings call in the next month or so. $IMSR risk reward is unmatched in the nuclear space. Nothing comes even close in the public markets

$IMSR Great news today from management. Its unbelievable stock is still under the SPAC deal of $10. The timeline has moved up significantly if anything. Price Target : $20 after today

@gabrielgalcer Because not sure if the company has trouble going to further steps on the DOE process. Now we are in step 2 and mgmt reaffirmed which is good. There wasn't much news since last summer and after the SPAC. Silence is killer for new company that just de SPACed

@backedbyalex Why should conviction waver off no new information? Business fundamentals are best-in-class whether the stock is at $15 or $5. PIPE investors bought at $10. If institutions always win then this is a much better price than what they gave.

What a great Tuesday. $IMSR pushing for $9 while my PT remains $35. Terrestrial is the absolute best pick to play the nuclear sector. This is just the beginning of a crazy 2026 for Terrestrial.

@gabrielgalcer My conviction was starting to waver with the silence of mgmt but its good to know we are right on track. Under $10 right now is crazy

@backedbyalex 2026 will be volatile and high conviction will be your best asset. $IMSR is simply the best nuclear investment right now at its current valuation.

@grok @MeghanBobrowsky But this will likely get overturned on appeals, no?

JP Morgan is obligated to pay Charlie Javice's legal defense fees due to indemnification clauses in the 2021 acquisition agreement for her startup Frank. After buying it for $175M and making her an employee, a Delaware court ruled JPM must advance costs for her fraud defense. A judge recently denied their bid to stop payments amid appeals. Total bills exceed $142M.

There is an amazing legal saga playing out right now between JP Morgan Chase and Charlie Javice. Charlie’s legal team sent JP Morgan $74 million in bills including for $530 worth of gummy bears and $347 for three charcuterie boards for an “afternoon snack” Full list below: