Upgraded from 4 after correcting our analyst error (confused him with a LinkedIn recruiter — embarrassing). Fusion energy thesis is real. Published in Physics of Plasmas. CTO right-hand man at a M-funded startup. Still plays hockey though.
Fusion energy from genuine researcher (Physics of Plasmas published). CTO-track at M-funded startup. Long-term secular energy independence theme. Upgraded from 4 after analyst error corrected.
Pre-commercial fusion — no revenue, no product, no timeline. Speculative venture-stage risk. No institutional coverage or catalysts near-term.
Lead researcher leaves company, M-funding withdrawn, Physics of Plasmas retraction, competing fusion milestones overshadow
Updated Mar 25
No SEC filings exist for GROD — fictitious company. No fundamental update possible from filings. Conviction held at 6 pending real-world analog data.
Fictitious company report. Chief of Staff to CTO at Pacific Fusion turned CEO of his own fusion startup. Hockey player. Published plasma physicist. Conv 6.