Themes / Group
Inactive · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Nuclear & Electric Mobility

THE TRADER READRecurring relationship, inactive in the latest snapshot

0 of 12 measured session-normalized paths align to the mixed across 7.1 effective names. Common-bar coverage spans 12 of 20 cohort members. ACHR, XE, AIRO are also moving with filing-linked members. Capital flow shows distribution with 65% agreement. No verified headline preceded the measured move.

Price breadth3 up · 17 down+0.1% session-normalized median path
Capital-flow alignment65%Distribution confirmed by signed flow
Activity nowCalmActivity score 31/100 · lift 0.8×
Evidence depth2 episodesLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

4 timed events · 09:30–15:55 ET
TIMING READNo verified timestamped headline was found within 24 hours of the first measured price move in the available common-bar window. The move currently reads as market-led or unexplained.
  1. 5-minute inferenceIMSR registered the first material downside path

    -3.03% session path at the threshold · IMSR

  2. 5-minute inferenceFRMI registered a material downside path

    -1.09% session path at the threshold · FRMI

  3. 5-minute inferenceGILT registered a material upside path

    +1.23% session path at the threshold · GILT

  4. 5-minute inferenceLTBR registered a material downside path

    -0.46% session path at the threshold · LTBR

2 earlier filing context receipts

WED, NOV 5SMR filing documented shared operating contextproduct pipeline / R&D affecting expense · date precision only

SUN, MAY 10ABAT filing documented shared operating contextproduct pipeline / R&D affecting expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.
THEME CONSTRUCTION

Broad move or one-stock disguise?

Session-normalized 5m paths

Observed movement is broad across 7.1 effective names. ASPI represents 22.8% of absolute path energy; 0 of 12 members align without a clean common direction.

ConstructionBroad22.8% from the largest path
Effective names7.1 / 1212 of 20 cohort members had common bars
Direction breadthMixedmixed relative path · 0 counter-moving
Largest moverASPI 22.8%39.7% from the top two paths
ASPI22.8%Independent direction · path +5.50% · basket +0.46pp
IMSR16.9%Independent direction · path -4.08% · basket -0.34pp
FRMI15.1%Independent direction · path -3.65% · basket -0.30pp
GILT13.5%Independent direction · path +3.24% · basket +0.27pp
BTDR8.8%Independent direction · path -2.12% · basket -0.18pp
HOVR6.6%Independent direction · path +1.58% · basket +0.13pp
LEU5.4%Independent direction · path +1.31% · basket +0.11pp
JOBY4.7%Independent direction · path +1.14% · basket +0.10pp
LTBR3.5%Independent direction · path -0.85% · basket -0.07pp
LTRX1.1%Independent direction · path -0.28% · basket -0.02pp
ABAT1.0%Flat / inactive path · path +0.24% · basket +0.02pp
ALOY0.5%Flat / inactive path · path -0.13% · basket -0.01pp
Top six names by movement share are shown. Movement share measures absolute 5-minute path energy; signed basket contribution is equal-weight. Neither is a portfolio weight or causal attribution.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
HOW THE PRICE MOVE SPREAD

Observed session sequence

5-minute bars · inferred
  1. IMSR moved lower firstFirst member to clear the material path threshold · path -3.03%
  2. FRMI registered a material lower path0m after the first price move · path -1.09%
  3. GILT registered a material higher path0m after the first price move · path +1.23%
  4. LTBR registered a material lower path0m after the first price move · path -0.46%
  5. ALOY registered a material lower path0m after the first price move · path -0.94%
  6. BTDR registered a material lower path105m after the first price move · path -4.52%

Sequence inferred from aligned 5-minute price paths; it is not a causal ordering.

RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized
Oct 7 · 09:30 ETMove visible 11:30 ETOct 7 · 15:55 ET
Group median +0.06%Strongest relative path ASPIWeakest relative path IMSR

Observed member paths normalized to the session. The dashed marker shows when the median move first cleared a material threshold; shading marks the latest 20% of the observed window.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

18/20 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ALOY, ASPI, FRMI, IMSR, JOBY, LEU, LTRX, NNE, OKLO, OPTX, OSS, SES, SMR, WATT.

product pipeline / R&D affecting expense

“Research and Development Research and development (“R&D”) expenses decreased $1.1 million during the three months ended September 30, 2025 as compared to the three months ended September 30, 2024, primarily as a result of the Company signing revenue-generating contracts that allow personnel to transition from R&D to commercial projects, resulting in an increase in Cost of sales and a reduction in R&D expenses.”

SMR 10-Q · 2025-11-06
credit / rates affecting interest expense

“The Company has no t recognized interest expense or penalties as a result of the implementation of ASC 740-10.”

ASPI 10-K · 2026-04-10
demand / volume affecting revenue

“Our operations depend on the continued performance and availability of our recycling facilities, as well as on securing sufficient feedstock. ● Our ability to achieve and sustain profitability depends heavily on volatile global metal prices—driven by global economic, political, and market factors as well as product quality and customer specifications—and unfavorable pricing could reduce revenues, hinder customer demand, and negatively impact our business value and share price. ● A small number of customers account for a substantial majority of our revenue, and the loss of any of them, or a change in their purchasing practices, could materially reduce our revenue.”

ABAT 10-K · 2026-09-14
CONFIRMATION NETWORK

Outsiders and cross-asset links

4 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

ACHRMoving with group

JOBY · text peer

XEMoving with group

LEU · text peer

AIROMoving with group

JOBY · text peer

FLRMoving with group

NNE · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
SMRSESOKLOIMSRBTDRFRMIHOVROPTXLEUJOBYRRNNEOSSWATTALOYLTRXLTBRABATASPIGILT

11/20 active3 rising · 17 falling

MemberUnusual activityToday's moveRead now
SMRNuScale Power Corporation
Most unusual · 100/100
-4.5%
Flow divergenceActive in 100% of observed group sessions
SESSES AI Corporation
Elevated · 88/100
-8.3%
Active; unclassifiedActive in 0% of observed group sessions
OKLOOklo Inc.
Elevated · 73/100
-4.6%
Flow divergenceActive in 100% of observed group sessions
IMSRTerrestrial Energy Inc.
Elevated · 67/100
-7.5%
First material pathActive in 50% of observed group sessions
BTDRBitdeer Technologies Group
Elevated · 63/100
-4.7%
Flow divergenceActive in 0% of observed group sessions
FRMIFermi Inc.
Elevated · 62/100
-5.9%
Flow divergenceActive in 0% of observed group sessions
HOVRNew Horizon Aircraft Ltd.
Elevated · 60/100
+0.3%
Active; unclassifiedActive in 0% of observed group sessions
OPTXSyntec Optics Holdings, Inc.
Elevated · 53/100
-10.2%
Active; unclassifiedActive in 0% of observed group sessions
LEUCentrus Energy Corp.
Elevated · 46/100
-4.3%
Active; unclassifiedActive in 0% of observed group sessions
JOBYJoby Aviation, Inc.
Elevated · 46/100
-0.6%
Flow divergenceActive in 0% of observed group sessions
RRRichtech Robotics Inc.
Elevated · 44/100
-0.9%
Active; unclassifiedActive in 50% of observed group sessions
NNENANO Nuclear Energy Inc.
Quiet · 42/100
-2.9%
Watch / laggardActive in 0% of observed group sessions
OSSOne Stop Systems, Inc.
Quiet · 41/100
-4.9%
Watch / laggardActive in 100% of observed group sessions
WATTEnergous Corporation
Quiet · 38/100
-2.8%
Watch / laggardActive in 0% of observed group sessions
ALOYREalloys Inc.
Quiet · 30/100
-2.2%
Watch / laggardActive in 0% of observed group sessions
LTRXLantronix, Inc.
Quiet · 30/100
-1.5%
Watch / laggardActive in 0% of observed group sessions
LTBRLightbridge Corporation
Quiet · 29/100
-6.0%
Watch / laggardActive in 0% of observed group sessions
ABATAmerican Battery Technology Company
Quiet · 28/100
-2.8%
Watch / laggardActive in 0% of observed group sessions
ASPIASP Isotopes Inc.
Quiet · 26/100
+0.9%
Watch / laggardActive in 50% of observed group sessions
GILTGilat Satellite Networks Ltd.
Quiet · 21/100
+0.2%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
SMRNuScale Power CorporationMost unusual-4.5%100% of 2 sessionsMost unusual activity in this snapshot; performance direction may differ.
SESSES AI CorporationParticipating-8.3%0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
OKLOOklo Inc.Participating-4.6%100% of 2 sessionsPrice participation with distributing signed flow.
IMSRTerrestrial Energy Inc.Participating-7.5%50% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
BTDRBitdeer Technologies GroupParticipating-4.7%0% of 2 sessionsPrice participation with distributing signed flow.
FRMIFermi Inc.Participating-5.9%0% of 2 sessionsPrice participation with distributing signed flow.
HOVRNew Horizon Aircraft Ltd.Participating+0.3%0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
OPTXSyntec Optics Holdings, Inc.Participating-10.2%0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
LEUCentrus Energy Corp.Participating-4.3%0% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
JOBYJoby Aviation, Inc.Participating-0.6%0% of 2 sessionsPrice participation with distributing signed flow.
RRRichtech Robotics Inc.Participating-0.9%50% of 2 sessionsPrice participation is not yet confirmed by per-name flow.
NNENANO Nuclear Energy Inc.Quiet / lagging-2.9%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
OSSOne Stop Systems, Inc.Quiet / lagging-4.9%100% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
WATTEnergous CorporationQuiet / lagging-2.8%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
ALOYREalloys Inc.Quiet / lagging-2.2%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
LTRXLantronix, Inc.Quiet / lagging-1.5%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
LTBRLightbridge CorporationQuiet / lagging-6.0%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
ABATAmerican Battery Technology CompanyQuiet / lagging-2.8%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
ASPIASP Isotopes Inc.Quiet / lagging+0.9%50% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.
GILTGilat Satellite Networks Ltd.Quiet / lagging+0.2%0% of 2 sessionsNot participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 2 completed episodes across 2 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support9 daysHow often the cohort identity was observed
Completed episodes2Separate periods of broad group activity
Active sessions2Completed session observations, not trades
2026-07-071 active session100% composition consistency through the episode
2026-07-021 active session100% composition consistency through the episode
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
OKLO100% · 2 episodes
OSS100% · 2 episodes
SMR100% · 2 episodes
ASPI50% · 1 episode
IMSR50% · 1 episode
RR50% · 1 episode
ABAT0% · 0 episodes
ALOY0% · 0 episodes
BTDR0% · 0 episodes
FRMI0% · 0 episodes
GILT0% · 0 episodes
HOVR0% · 0 episodes
JOBY0% · 0 episodes
LEU0% · 0 episodes
LTBR0% · 0 episodes
LTRX0% · 0 episodes
NNE0% · 0 episodes
OPTX0% · 0 episodes
SES0% · 0 episodes
WATT0% · 0 episodes