With uranium and nuclear breaking out again, I’m starting to pay close attention to IMSR as a next-wave beneficiary rather than a crowded trade. Well it's already been on my radar, we booked a 127% return already here. This isn’t about chasing spot uranium. This is about who wins if nuclear actually scales. Why nuclear momentum matters right now We’re seeing: - Governments reversing decades of anti-nuclear policy - AI + data centers driving base-load power demand - Grid instability exposing renewables’ limits without nuclear backup This isn’t a trade — it’s a regime shift. And when regimes shift, technology leaders get repriced violently. Why IMSR stands out IMSR isn’t trying to build old-school reactors better.They’re building molten salt reactors, which solve the actual problems of nuclear. Here’s why their salt tech matters: 1. Inherent safety Molten salt reactors operate at low pressure, meaning: - No pressure-driven meltdowns - Passive safety systems - Failure modes are containment, not catastrophe This alone makes regulatory approval far more realistic long-term. 2. Fuel efficiency & waste Their reactors: - Extract more energy from fuel - Produce less long-lived waste - Can potentially consume existing nuclear waste as fuel That’s a political and economic win. 3. Scalability Salt reactors are: - Smaller - Modular - Faster to deploy That matters in a world that needs power now, not in 20 years. Why this is attractive for options, not just shares IMSR checks the classic explosive options setup boxes: - Small-ish market cap relative to the theme - Tied to a hot macro narrative - Binary news flow (regulatory, partnerships, funding) - Volatility expansion when sentiment flips This isn’t something that moves 3% a week.It’s something that sleeps… then gaps. You don’t need perfection — you need attention + momentum. The real trade idea This isn’t about predicting revenue tomorrow. It’s about: - Nuclear staying bid - Capital rotating downstream into tech enablers - IMSR getting re-rated as a serious solution, not a science project

This was a pure momentum setup, not a long-term thesis. CRWV broke out of a tight consolidation and held above VWAP + key volume nodes, signaling strength and acceptance at higher prices. Once price reclaimed and held above prior resistance, momentum accelerated quickly. Why this worked: - Strong trend continuation after consolidation - Clean break and hold above key levels - Momentum indicators aligned (RSI expansion + MACD push) - No major overhead resistance until higher volume targets - This was a take-what-the-market-gives-you trade — fast, decisive, and managed with risk in mind. ⚠️ Reminder:Momentum trades can move quickly both ways. Always size appropriately and only risk what you’re comfortable losing, especially when trading options or short-term setups. We don’t need to catch the whole move — just our piece of it. On to the next setup 👀