P🅰️dis l🅰️rod

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@gabrielgalcer I am full port too. 😁

Considering full-porting into $IMSR. Might be the first all-in retail investor but that's just how high my conviction is in the name and the story.

@cornrollio If IMSR successfully completes the DOE pilot projects, it would validate the technology, fuel pathway, and regulatory approach while significantly reducing risk.

@punstocks selected for what exactly?

The people dumping $IMSR right now are going to regret it the second DOE confirms Terrestrial Energy has been selected. Selling before a potential game-changing catalyst is a bold strategy. We’ll see how it works out.

@Tbur7MOB 4 july 👍

@punstocks What dates on that

This is why comparing IMSR directly to most DOE Pilot Program participants can be misleading—they are pursuing fundamentally different markets and deployment strategies.

$IMSR is by far the largest reactor concept participating in the DOE Reactor Pilot Program. Most participants are developing microreactors for remote locations and small data centers. but, IMSR is aiming utility-scale electricity generation,industrial heat, and large data centers

For perspective: * IMSR (390 MWe) is ~4× larger than Natura (100 MWe) * IMSR is ~5–26× larger than Oklo Aurora (15–75 MWe) * IMSR is ~390× larger than Radiant Kaleidos (1 MWe) * IMSR is ~390–3,900× larger than Antares R1 (0.1–1 MWe)

@Elle77098382322 Couldn’t agree more. With a technology that has already been proven, a world-class team, strong regulatory progress, and a market cap that is still dramatically lower than OKLO, I’m honestly amazed the stock is still trading at these levels.😂

If $IMSR receives a similar DOE pilot reactor milestone, this stock could be in the double digits before the market even has time to process.😂

🎉 WE HAVE CRITICALITY! 🎉 On June 4, 2026, at around 12:30 MDT, @AntaresNuclear’s Mark-0 microreactor achieved initial criticality at @INL. It is the first nuclear test reactor to go critical under @ENERGY’s Reactor Pilot Program. Congratulations to Antares on reaching this historic milestone!

@gabrielgalcer You didn’t stop writing about $IMSR when the stock went down. You stayed focused on the thesis. That’s why you’re one of the most credible voices covering this 👍

Seeing a lot of people talking about $IMSR now but the vast majority are traders/swingers. Still very few people see the long term growth and value proposition of the company. I don’t look at charts. I look at the story and proposition. Both are incredible. No bear thesis yet.

As someone following IMSR closely, I think this job posting is more important than it looks. It suggests Terrestrial Energy is building the software and data infrastructure needed to develop and deploy reactors at an industrial scale—not just designing reactors on paper. $IMSR

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

$IMSR 7.21 is the most slept on nuclear play in the entire market right now and the DD is SCREAMING Terrestrial Energy is sitting on a commercial pipeline of roughly 10 IMSR plant projects representing 7.8 GIGAWATTS of indicative power capacity. That is not a dream number, that came straight from the Q1 2026 earnings call The DOE just signed TWO OTA contracts with them. Project TETRA for the pilot reactor and TEFLA for the fuel salt supply line. The US government is literally funding and co signing this technology. Trump's Executive Order 14301 created a fast track pathway and IMSR was SELECTED The NRC just approved their Postulated Initiating Events Topical Report with a full Safety Evaluation Report. Back in September 2025 they already got Principal Design Criteria approval. Two foundational NRC approvals now locked in permanently and can be referenced in every future license application without re review. That is a MASSIVE regulatory moat being built right now RIOT PLATFORMS just signed an MOU with IMSR on May 6th to co locate reactors with hyperscale AI data centers. Up to 4GW of nuclear capacity across multiple sites. The AI power demand wave is here and IMSR just plugged directly into it through one of the biggest names in the data center space THE JULY 4TH CATALYST. Project TETRA is targeting reactor criticality by July 4th 2026. That is weeks away. First molten salt reactor criticality in the United States. If they hit that date this thing reprices overnight 1 to 3 additional commercial project announcements still expected before year end on top of everything already disclosed The market cap right now is attributing less than $500 million to all of this. Over a decade of development, two NRC approvals, two DOE contracts, a Riot Platforms partnership, 7.8GW pipeline, and criticality in weeks $IMSR July 4th is not just a holiday this year Peers: $OKLO $LEU $SMR $NKLR

@gabrielgalcer I’m convinced it still has huge upside ahead. Strong licensing progress, differentiated technology, elite management, a cash-heavy balance sheet, DOE involvement, and major deals like Riot. Honestly crazy this stock $IMSR is still trading at these levels.

$IMSR — Conservative financial model. Baseline data: - Pipeline: 7.8 GW indicative capacity (Q1 2026 earnings call) - Cash + investments: $289.9M (Q1 2026 balance sheet) - Long-term debt: $0 - Fully diluted shares: 148.8M (company framing) - Current price: $6.50 / market cap $967M FD - Current EV: $677M ($967M less $290M net cash) Peer Comparison: X-Energy ($XE) Pre-revenue Gen IV reactor licensor. Same business model class as $IMSR. $XE EV per GW: $9.71B ($10.71B mkt cap less ~$1B cash) / 11 GW = $883M per GW $IMSR EV per GW: $677M / 7.8 GW = $87M per GW Current per-GW gap premium: 10.2x. $XE carries benefits $IMSR doesn't get: - ~30% IPO scarcity premium (3 weeks post-IPO; historically seasons out 12-18 months as lockups release and float expands) - ~30% Amazon investor-grade counterparty premium (partly permanent; partly compresses if $IMSR signs comparable off-taker) $IMSR carries a structural discount $XE doesn't have: - ~25% de-SPAC stigma + lock-up overhang (lock-up clears Oct 28, 2026) - ~15% sell-side coverage gap (2 analysts vs $XE's 8 analysts; compresses with future initiations) PRICE TARGET MATH Bear (gap stays at 4x): $IMSR target EV per GW = $221M Base (gap = 3x): $IMSR target EV per GW = $294M Bull (gap = 2x): $IMSR target EV per GW = $442M PT = (per-GW × 7.8 GW pipeline + $290M cash) ÷ 148.8M fully diluted shares - Bear: $1.72B + $290M = $2.01B ÷ 148.8M = $13.51 - Base: $2.29B + $290M = $2.58B = $17.34 - Bull: $3.45B + $290M = $3.74B = $25.13 REFERENCE POINTS Northland Capital PT: $15 Cantor Fitzgerald PT: $12 Both sit within the Bear-to-Base range and have an overweight rating (sandbagging their PTs imo). UPSIDES NOT IN THE MODEL - DOE LPO $890M loan guarantee approval (~3x current cash, non-dilutive) - TETRA criticality validation - 0-2 additional commercial plant announcements in 2026 (Irish guided 1-3; Riot was the first) - Pipeline expansion beyond 7.8 GW - Investor-grade counterparty signing (compresses the Amazon premium against $XE) - Multiple expansion as Gen IV sector matures into Westinghouse / GE Hitachi licensing economics PRICE TARGET RANGE: $13–25 CURRENT PRICE: $6.50 IMPLIED RETURN: +108% to +287% This is the conservative case. I personally believe the non-conservative, FOMO included PT should be around $35 per share today.

"Terrestrial Energy is actively developing 10 commercial deployment projects for its IMSR plants,....." OMG that huge..

ONE-OF-A-KIND: @ORNL's Molten Salt Reactor Experiment tested the potential use of liquid fuel reactor technologies for commercial power generation. It operated from 1965 to 1969 and logged more than 13,000 hours of valuable data that is used today to support MSR R&D.

@gabrielgalcer Thank you 🙏🏻

$IMSR - Q1 2026 13F deadline was 5/15. Final picture: 117 institutional holders. 20.88M shares held. 19.71% institutional ownership. Down from 23.90% / 25.32M / 125 holders on Monday. Full week update: -4.4M shares, -8 holders, -4.19% of institutional ownership. The Q4 hedge fund cohort that drove much of the institutional accumulation in Q4, trimmed materially or fully exited in Q1: - Senator Investment Group: full exit, -900K. Third-largest named Q4 holder. - Cantor Fitzgerald: full exit, -550K. The SPAC underwriter that has a current PT of $12 (Maybe they sold above their PT around $13?). - Balyasny: -1.20M / -85%. Held back 15% of their Q4 peak. - Citadel: -752K / -37%. Still the largest non-ETF discretionary holder. - MMCAP International: -706K / -94%. Near-full exit. - HBK Investments: full exit, -500K. - Verition: -309K / -41%. - Highbridge: full exit, -244K. - Jane Street: full exit, -301K (filed Wed). Passive, index, and quant extended: - Renaissance Technologies: +235K / +136% - BlackRock: +28K / +2.6%, to 1.12M Shares - Goldman Sachs: +114K / +41% - State Street: +19K / +5.8% - Morgan Stanley: +163K / +133% - D. E. Shaw: +135K / +12.5%, to 1.21M (now top-5) - Magnetar: +219K / +881% - Toronto Dominion: +201K / +804% Beyond the headline names, the Vanguard ecosystem broadened its IMSR reporting footprint in Q1: - Vanguard Capital Management LLC: 1.30M NEW - Vanguard Fiduciary Trust Co: 300K NEW - Vanguard Global Advisers LLC: 27K NEW - Vanguard Asset Management Ltd (UK): 19K NEW - Vanguard Investments Australia Ltd: 11K NEW 5 Vanguard sub-entities filed fresh Q1 13Fs. ~1.66M new shares across the family. The headline single-line Vanguard number understates total exposure. Vanguard Group Inc and Galaxy Group Investments did not file Q1 13Fs by deadline. Both still showing 12/31/2025 dates. Vanguard's 1.85M Q4 baseline is the largest pending name. Read: the Q4 narrative of "57+ new holders / institutions accumulating while retail capitulated" needs a Q1 footnote. The "hedge fund pile-on" of Q4 did not stay through Q1 — they monetized the recovery into the high-$10s-$11s would be my guess. The passive/index floor at ~20M shares is durable; the hedge funds rotated. Not a thesis breaker for the underlying story (PIE SER 4/27, Riot MOU 5/6, 7.8 GW pipeline reframe on 5/14 call, TETRA criticality). But the institutional-flow tailwind reads lighter than the Q4 13F filing numbers implied.

@gabrielgalcer Hi! I’m really looking forward to your article and update on the final 13-F filings. Following your IMSR coverage closely 👀⚛️

$IMSR outperformed everyone in the nuclear sector today. Final 13-Fs release tomorrow and I’ll post an update on the new institutional ownership and outlook.