Thematic Investor & Swing Trader | 12 years using technical analysis 📈 | Humanoids | Physical AI | Robotics | Nuclear | Not financial advice
Joined September 2019
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☢️ I think I put the puzzle pieces together on why $RIOT specifically selected $IMSR for their data centers.
Take two minutes and watch this clip of Leopold Aschenbrenner on the Dwarkesh Patel podcast speaking about energy solutions for data centers in the USA.
Keep in mind his fund (Situational Awareness) increased their position in $RIOT by 86% as of last filing. Owning 11.5 million shares (roughly 3% of the company)
Now that you’re done watching the clip, read this quote from the $IMSR PR on May 6th 2026 ⬇️
“Terrestrial Energy’s IMSR Plant is uniquely suited for data center operation. Its non-nuclear energy conversion systems, housed in the plant’s Thermal and Electric Facility, are remote and isolated from regulated nuclear systems, providing a competitive advantage in the small modular reactor (SMR) sector. This design enables hybrid energy configurations, including the use of natural gas or other fuel sources to meet site-specific customer needs, support early operations, and enhance system resilience during project buildout.”
All this to say, Leopold clearly thinks Natural Gas is the quickest energy solution for data centers in the USA and also mentions SMR’s later in the video.
$IMSR is offering is exactly that. Best of both worlds.
Includes potential to incorporate natural gas as a bridge fuel for commercial operations on an accelerated timeline and to enhance power supply resilience alongside IMSR Plant development
Coincidence? Maybe. But I’d like to think not.
@leopoldasch care to share your thoughts on the IMSR x RIOT MOU?
As always, do your own due diligence. Happy to share my thoughts but it is not financial advice.
$OKLO $SMR $XE $NNE $LEU
Here is the link to read the full PR businesswire.com/news/home/2…
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$MRLN ✈️
Hilarious that so many shareholders were ready to sell because of a social media marketing campaign
This is why it’s called paytience
Congratulations @NotMattGeorge 🫡
Jun 4
Merlin has completed the Critical Design Review for its C-130J autonomy program with @USSOCOM. CDR is the milestone where our government customer reviews the detailed design of the system and accepts it is mature enough to move toward the aircraft. We cleared it.
Learn more about what this milestone means in the press release. globenewswire.com/news-relea…
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$MRLN Physical AI ✈️
Jun 4
Hard to imagine how we don’t 2-3x on the news given the fundamental implications.
In any case, this was the catalyst above all others and it came a full quarter sooner than expected. Just beautiful.
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LMAO 💀 $SPCX
Pre IPO - Qualified Purchaser with $5 million in investments
IPO - Retail degen with $2000 net worth
Jun 4
NEW: Fidelity lowers the minimum account requirement for the SpaceX IPO from as high as $500,000 to just $2,000.
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As 1 in 3 working-age men become unprofitable day traders ***
Jun 4
U.S. LABOR MARKET FACES GROWING CHALLENGE AS 1 IN 3 WORKING-AGE MEN EXIT WORKFORCE: WSJ
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You know your conviction is strong when your position is down 8% on the day and you don’t even flinch ☢️ $IMSR
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$SERV 🤖 They keep executing
We’re delivering more than just dinner now.
Through an L.A. pilot with NoScrubs, laundry delivery marks our first expansion beyond restaurants, and powered by the same fleet and platform we’re operating today.
More: serverobotics.com/blog/auton…
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May 30
President Trump is unleashing the American Nuclear Renaissance—aiming to have multiple nuclear reactors critical by July 4th on our nation's 250th anniversary.
@SecretaryWright: “This summer you will see multiple next generation nuclear reactors running...America is back!"
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$SERV 🤖 Expansion
Jun 2
$SERV is expanding beyond food delivery with a new autonomous laundry delivery pilot in Los Angeles through NoScrubs.
Serve will use its existing sidewalk robot fleet to deliver laundry orders, adding a recurring local-commerce vertical without building a separate fleet.
The company operates ~2,000 robots across the U.S., including ~500 in Los Angeles.
Laundry deliveries also tend to fall outside food delivery peak hours, helping Serve drive more utilization from robots already on the road.
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Jun 2
U.S. MALE LABOR FORCE PARTICIPATION REMAINS NEAR RECORD LOWS
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From 1700 to 2150 following the journey in 1 week 🫡
Thank you all for the engagement
Hopefully I can provide value through my technical analysis or by sharing exciting companies I read about
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Seeing steady buying pressure among a lot of Robotics tickers today 🤖
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$MRLN hitting major turbulence 😵💫
No pun intended ✈️
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Which sector will see more momentum in the next 6-12 months?
88%
Robotics 🤖
12%
Space 🚀
8 votes • Final results
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$SERV 🤖
Safety and accessibility shape how our robots operate.
They use cameras, LiDAR, GPS and AI to navigate and yield to pedestrians, with supervisors who can step in.
They travel at a walking pace and use 99% less kinetic energy than a car, making them safer by design.
More ⬇️
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