Underwrite qualified TRISO production, binding backlog, effective float, holder incentives, the January 2027 supply window, and hedgeability.

The answer

Verdict. AVOID NEW MONEY / UNDERWEIGHT. P(beat QQQ) = 0.36; score 42/100. Public proxies hedge nuclear beta, not STDN-specific unlock supply.

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Verdict. AVOID NEW MONEY / UNDERWEIGHT. P(beat QQQ) = 0.36; score 42/100. Public proxies hedge nuclear beta, not STDN-specific unlock supply.