Concur...and sooner than everybody thinks.
Unfortunately, not sooner than I thought. I lost money taking that financial jump too early, and the bottom of the pool wasn’t filled.
But for those who are building a portfolio, I recommend Capstone Turbine. They build Stirling cycle turbines to harness point loads of heat (usually that means burning waste). When LENR hits, it will be a point source of continuous heat.
It’s like investing in Levi’s Jeans right before the gold rush. They were a good investment just as they were if the place was gonna be all farmland, but they really took off when the miners needed that exact hardiness of clothing. Ordinary ROI if it doesn’t hit, big ROI if it does hit.