May. 18 at 3:28 AM
$IMSR What nobody is modeling. Thread 🧵
Everyone talks about IMSR as a 390 MWe reactor.
That’s just the standard 2 core-unit configuration.
The plant supports up to 8 core units. Same site. Same license. Scalable from 390 MWe to 1,560 MWe incrementally.
While one core unit is replaced every 7 years, the others keep running. No full plant shutdown. Ever.
For
$RIOT and its 4 GW data center pipeline — this changes everything.
They don’t need 10 plants with 10 licenses. They start with 2 core units. Add capacity as AI demand grows. Same footprint. Modular expansion.
It’s the AWS data center model applied to nuclear energy.
No analyst is pricing this optionality. Market cap: ~
$880M.
Source: SEC filing January 2026. Not opinion. Public record.
