May. 7 at 1:08 AM
$IMSR $OKLO $NNE $SMR
Jumping into ISMR with a manageable position, cause I like the underdog risk and potential reward!
I do like all of them and think this market is the next long term play, along side Quantum.
IMSR is often cited as a deep-value alternative to Oklo, utilizing advanced molten salt technology.
Edge: Highly advanced in NRC licensing, completing Principal Design Criteria in late 2025. It has a long cash runway of over 9 years.
Financials: Smallest market cap in this group (~
$761M), offering the highest potential upside (multibagger potential) if it achieves commercialization
Verdict:
-For stability and regulatory safety, choose NuScale (SMR).
-For maximum growth and AI momentum, choose Oklo (OKLO).
-For a speculative "underdog" with high upside, choose Terrestrial (IMSR).
-For an alternative approach choose Nano - It is developing patented HALEU fuel transportation baskets to solve the industry’s biggest bottleneck: moving specialized fuel.
So many choices!!
