YOLO: High-Risk Speculation on Pre-Revenue Nuclear Tech HOND

Published on 10/16/2025 Investment & Market Sentiment

This post represents a high-risk, high-reward YOLO investment opportunity in Terrestrial Energy (HOND), a pre-revenue nuclear technology company. The investor has committed $28k into shares and November calls, betting on its potential as a lower-valuation, less capital-intensive alternative to Oklo (OKLO). The detailed thesis highlights HOND's Molten Salt Reactor technology, licensing model, use of standard LEU fuel, and regulatory progress, despite a projected commercial launch in the early 2030s. This is a speculative play driven by momentum and a belief in the company's long-term potential in small modular reactors (SMRs).