no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Entries' liquid metal heat pipe microreactors (100kW-1MW) operate at near-atmospheric pressure with passive cooling, enabling deployment in water-scarce environments. First reactor critical at Idaho National Lab (53rd reactor), military Janus program ($2B budget) as anchor customer, TRISO fuel supply chain via BWXT/DOE AGR program. Timeline: neutrons 2026, electrons 2027, dollars 2028.