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REDDIT

Fermi America

T
Jan 4, 2026 · 07:14

NOTE: I only have 12 shares at the moment, BUT

I've been doing a lot of research on this company over the last month or so and I feel like they have a big future ahead of them. From what I have been able to gather, they are getting close to final approval for their air permit, which should be announced around 1/20. The stock recently fell pretty heavily on talks that a potential first tenant "walked away" from the $150 million contract. When in reality it was disclosed that no funds were drawn under the AICA and instead they were in talks for $4+ billion in funding thru an SPV.
If you haven't paid attention, the Nuclear Regulatory Commission has till the 23rd of February to announce proposed Regulation overhaul to be finalized in November. Also, South Korea now has a massive investment fund with the US that Project Matador is definitely going to get a piece of. Rick Perry, former governor of Texas of 15 years, and Secretary of Energy for Trump's first term, is the co-founder of this company, and they are proposing it be called President Donald J. Trump Advanced Energy and Intelligence Campus.
Located right next to the Pantex plant in Amarillo, they bring Mesut Uzman to the team, who has vast experience in the nuclear field with experience in UAE and China using Westinghouse reactors. So I think this 11gw campus is going to move at large pace over the next year. Anyone else have anything on them?