Terrestrial Energy: A Long Volatility Play on the AI Power Crunch
Terrestrial Energy positions itself as an industrial-scale supplier of firm, low-carbon power to data centers and AI infrastructure. We lay out a tactical long trade: entry at $3.25, stop at $2.10, target $6.50 over a long-term (180 trading days) horizon, sized for high-risk, high-reward exposure tied to licensing and offtake catalysts.