Been tracking this project for weeks and the narrative around industrial expansion—especially in nuclear energy—is compelling. The team controls rare N-Stamp certifications and possesses the specialized workforce infrastructure needed for reactor construction. That's a real moat. When you layer in the SMR (small modular reactor) market tailwinds alongside traditional big reactor demand, you're looking at a portfolio play on the entire nuclear supply chain getting electrified. It's not just tokenomics; it's about capturing value from infrastructure buildout.