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Terrestrial Energy | Carbon-Free Energy for Global Industry
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NEW DEPT. OF ENERGY NUCLEAR REPORT RELEASED
Just out a few minutes ago.
Some of the absolute sharpest minds in nuclear put in months of work on this report and it shows.
Key highlights for me, below... https://t.co/j9k5nQxl6I
Today, Valar Atomics became the first startup in history to split the atom.
Announcing Project Nova, a series of zero power critical tests on Valar Atomics' Nova Core in collaboration with Los Alamos NCERC and NNSS.
Nova went critical for the first time this morning at 11:45am.... See more
Isaiah Taylor - making nuclear reactorsx.com#068 Behind the Scenes of a Nuclear Microreactor Startup w/ Matt Loszak, Founder CEO of Aalo Atomics
youtube.com
$MIR +19% to an all-time high after a clean beat & raise.
Mirion Technologies provides radiation detection, monitoring, and safety systems across nuclear power, defense, and medical imaging, with ~45% of revenue tied to operating reactors.
We took a position in $NODE at the September equity... See more

And here comes Goldman: initiates CCJ with a BUY and $55 Price target: "the shares provide investors with an attractive means to gain exposure to the entire nuclear fuel value chain in an environment where increased demand and higher prices should lead to meaningful consensus estimate revisions"

Meta is seeking 1-4 GW of nuclear power.
Not turning on old reactors or purchasing existing power production, but developing entirely new reactors.
This is a big deal — 1-4 GW is serious size. This could mean hundreds of microreactors/SMRs or a couple AP1000s.... See more

