{"version":"market-claims.v1","claim":{"id":"mcl_54757bef0945feb01f","url":"/trace/claims/mcl_54757bef0945feb01f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Orders climb for the maker whose gas turbines fire the plant early and whose BWRX-300 reactor takes over the steam later, as an NRC-blessed financing model finally makes new nuclear buildable on a timeline data centers can plan around.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GEV","name":"GEV","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=CD9iwAqesrY&t=7968s","sourceUrl":"https://youtube.com/watch?v=CD9iwAqesrY","timecode":"132:48","startMs":7968000,"endMs":null,"excerpt":"Yeah, we'll be announcing things, uh, very soon. Uh, but what I can share on the dates, and this is actually another unique thing we're doing, part of our strategy is we're pursuing this thing we call gas-to-nuclear conversion. So we're actually going to be building half the nuclear plant right away. Okay, so the whole nuclear steam turbine system set up for nuclear steam conditions and quality, and we're going to fire it early with two combustion turbines as a two-on-one combined cycle. So it's kind of a Frankenstein combined cycle."},"performance":{"entryPrice":990.8599853516,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":null,"isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"source":{"platform":"YOUTUBE","title":"Tim Cook 🐐 Retires, Mark Gurman Joins, Image 2, CARRGATE, Smell-O-Vision Founder Joins","sourceUrl":"https://youtube.com/watch?v=CD9iwAqesrY","publishedAt":"2026-04-21T20:08:36.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=CD9iwAqesrY&t=7968s","sourceUrl":"https://youtube.com/watch?v=CD9iwAqesrY","timecode":"132:48","startMs":7968000,"endMs":null,"excerpt":"Yeah, we'll be announcing things, uh, very soon. Uh, but what I can share on the dates, and this is actually another unique thing we're doing, part of our strategy is we're pursuing this thing we call gas-to-nuclear conversion. So we're actually going to be building half the nuclear plant right away. Okay, so the whole nuclear steam turbine system set up for nuclear steam conditions and quality, and we're going to fire it early with two combustion turbines as a two-on-one combined cycle. So it's kind of a Frankenstein combined cycle.","quote":"Yeah, we'll be announcing things, uh, very soon. Uh, but what I can share on the dates, and this is actually another unique thing we're doing, part of our strategy is we're pursuing this thing we call gas-to-nuclear conversion. So we're actually going to be building half the nuclear plant right away. Okay, so the whole nuclear steam turbine system set up for nuclear steam conditions and quality, and we're going to fire it early with two combustion turbines as a two-on-one combined cycle. So it's kind of a Frankenstein combined cycle.","speaker":null},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"GEV","name":"GEV","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":990.8599853516,"currency":"USD","observedAt":"2026-04-21T20:08:36.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"GEV","assetClass":"EQUITY","price":990.8599853516,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"GEV","observedAt":"2026-04-21T20:08:36.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}