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Small Modular Reactor Stocks may be the next tech trend. Check where to invest.
China Bans Graphite Export - Lomiko Metals $LMR $LMRMF - watchlist
ALCC - Sam Altmans SPAC, Oklo a micro nuclear reactor startup. - This thing is radioactive (Don't touch it)
The uranium sector: A lot is changing the last 3 months at the demand side. The supply side isn't ready for this (An update: the actual additional uranium demand each event creates. It's impressive) + NEW: U-turn of Sweden + NEW: Germany extending the operations of 3 reactors
The uranium sector: A lot is changing the last month at the demand side. The supply side isn't ready for this.
NuScale Power (SMR) is going to be a beast in the coming years (imo). Why?
SO Southern Company…DD and why I’m Bullish
Is this a way to get invested in a future rush on nuclear power?
Mentions
Really solid write-up love how you approached this from both macro and micro angles. Totally agree on SMR’s regulatory edge being a double-edged sword. The NRC license gives it a legit moat, but the execution risk and past delays are hard to ignore. Also think you nailed the “delicate” part in nuclear, every piece of news (good or bad) gets outsized reactions because the industry still runs more on narrative than revenue. For me, the Romania deal was interesting, but I’m watching how the DOE plays its funding cards in the next few quarters. If SMRs get real domestic traction or tax incentives through ESG reclassification, the risk/reward could shift fast. Curious how are you weighing uranium prices in your thesis? Spot has been strong, but would love to know if you think supply constraints or demand spikes are baked into your view long term.
Oklo is still volatile. They haven't even received a license from the NRC and their stock is running on hype. Notice how just the mere news on tariffs on Friday basically dropped it 5 dollars at the lowest? Everyone knows its overvalued so any slightly bad geopolitical news triggers sell off. Same thing happened with Iran Israel conflict. If NNE and SMR are already licensed but OKLO isn't profitable until at least 2028 or very late 2027. They need a lot of time to build their reactors and very unlikely they finish everything on time.
"Who tf is ‘we’?” My research involved some peer collaboration with my close friend and brother so I may have left in some first-person plural pronouns. Sure, I should have stayed consistent but being pragmatic here, this is immaterial to the analysis and thesis. “AI generated thesis” 120+ hours of primary source research over 5 weeks isn’t AI-generated. Go ahead and ask an LLM to give you DD like this. It won't. It can't (yet). Every regulatory filing, executive order, and insider blackout timeline is publicly verifiable. Feel free to fact-check any specific claim. “Some other good things will probably happen” You answered your own question: you already have a position because you recognize the fundamentals. The “other good things” are exactly what I outlined in the OP: • Government acquisition (Trump’s 400 GW mandate) • Additional hyperscaler partnerships (following Meta/Microsoft precedent) • Broader nuclear renaissance policy implementation “Won’t buy over $20” Respectfully, this suggests you haven’t updated your valuation framework for the regulatory milestone. NuScale trading at $38 with NRC certification is still completely fresh. Again, the Apple catalyst is the accelerant, not the only path to appreciation. Even without Apple, the nuclear renaissance thesis + regulatory moat supports significantly higher valuations. Your similar sizing suggests you already believe in the fundamentals. the question is whether you’re pricing in the full implications of being the only certified SMR in a rapidly expanding market.
The WH has fired lots of people who's positions were protected by law and that Trump had no existing legal authority to fire. That includes and NRC Commissioner, OSC Council, MSPB judges, and two FTC Commissioners (literally the exact positions at the exact agency the Humphrey's Executor precedent protects which is the basis for independent government bodies). Courts have essentially held that the WH is free to fire them despite existing laws and SCOTUS precedent, they have to sue to get their jobs back (some of those lawsuits are ongoing now), and that the can't be in-office while the lawsuit plays out. So, basically, he can replace anyone he wants at-will and they're out of office until they complete a lawsuit proving the firing was wrongful (which can be a many years long process).
Respect to OKLO bulls. It definitely takes guts to invest in these reactor deisgners. **HOWEVER**, these are fundamentally different plays: OKLO: Microreactors targeting DoD/military applications (forward bases, naval propulsion, remote operations). Still pre-NRC application submission, 3-5+ year timeline. Unfortunately, they keep getting their applications flat out rejected. See 7 months ago (Atomic Alchemy-OKLO subsidiary since Feb 2025): https://www.nrc.gov/docs/ML2431/ML24311A058.pdf NuScale: 77MW SMRs are designed for hyperscaler partnerships and commercial baseload power. Only NRC-certified SMR, modules in production, ready for 2026+ deployment. My intuition: Retail seems to be chasing (and Wall Street appears to be nudging) OKLO’s “next-gen” narrative while missing NuScale’s immediate commercial opportunity. They have different customer bases entirely - Apple (or other AI hyperscalers) need(s) scalable baseload power for data centers, not microreactors for military bases. If you believe in July-August hyperscaler catalyst timing, only NuScale can deliver validated power purchase agreements on that scale. OKLO could *potentially* be the better 5-10 year speculative play, but NuScale sits atop the hyperscaler market right now.
This is thoughtful, but missing the hard part: regulatory. Nuclear grid integration isn't just about capacity - it's years of interconnect studies, local permitting, NRC layering, and load forecasts that get revised every cycle. Even with exec orders, you're not flipping switches in 18 months. We've been tracking energy infrastructure for AI workloads at Wellstone - the demand curves are real. But the timeline optimism feels retail-coded. Blackout window note is sharp - hadn't seen that. Just keep in mind those often sync with routine filings or sidecar M&A, not always predictive. Apple also doesn't first-move regulatory risk. Ever. They let others test the water, then show up clean. More interesting to ask: Are Google and Microsoft already too far ahead in energy infra for Apple to catch up without overpaying?
Depends on how much risk people calling the shots are willing to take. Lots of uncertainty for NRC staff recently too. The nuclear industry not only is not known for being fast, it’s known for being slow.
So then what are the odds that NRC gives licensing to them? They were already rejected once before due to information gaps, but they most likely fixed it by now. Does the timeline addup or no? Oklo applies for licensing in late 2025 then in 18 months they get it which puts them some time in mid 2027, and they start building while NRC license is pending no?
what about getting their NRC licensing? What makes you doubtful of them from a technical standpoint if you dont mind?
US needs power or we’ll end up like Germany who really screwed up their transition to green energy. I think the stock is built on hype right now and didn’t expect it to get to this until the NRC was approved.
Also to add on, [reuters said that the DOD deal isn't final](https://www.reuters.com/business/energy/oklo-moves-closer-nuclear-power-agreement-with-us-air-force-2025-06-11/) and OKLO still hasn't received an operating license from NRC. Combined with the fact that the DOD had made an agreement with OKLO in 2023, but walked that back shows that they are still doubtful. OKLO still has to reapply later this year to even be able to operate and if they can't get it they are still not making money. Like I said all of this just personally feels like speculation given that Chris Wright is on the board so people are hoping that he can somehow give favouritism to OKLO to get their license then finalise their agreements.
All of the folks saying "no revenue until 2027" aren't factoring in Oklo's recent latching on to the DoD teat. Money can start flowing with DoD contracts prior to construction. Oklo's CEO was standing in the Oval Office next to SECDEF while Trump signed his executive orders in support of nuclear power and shortly thereafter Oklo got the Air Force contract awarded. On Wednesday, it was reported that the DoE is planning on having three SMRs operating at Idaho National Laboratory by July 4, 2026. Only two companies have started site characterization at INL, NuScale and Oklo. You can read between the lines and figure out that Oklo is on the short list for this very aggressive timeline. Approval and construction that fast would likely require a DoD pathway to approval outside of the purview of the NRC, similar to Naval Reactors.
Many other companies have also gotten NRC approval for shit actually being built. Kairos, for instance: https://kairospower.com/external_updates/nuclear-regulatory-commission-approves-construction-permits-for-hermes-2-demonstration-plant/ And they actually agreements with Google: https://blog.google/outreach-initiatives/sustainability/google-kairos-power-nuclear-energy-agreement/ But Kairos, is private, so that is mostly irrelevant here. My main point is that OP's DD is likely shit. I can't find anything actually being built by NuScale nor any actual public agreements. NDAs mean jack shit. I have an NDA with most of those companies too, simply for graduating years back and interviewing at them. It's pretty meaningless.
The NRC isn't going to rule on the "behindness" of someones tech. They just give permits to build and operate. So the tech can be behind (whatever you consider that to mean), but at least they can build it I guess.
$OKLO news from past 24 hours: [https://www.businesswire.com/news/home/20250611642166/en/Oklo-Selected-as-Intended-Awardee-to-Provide-Clean-Reliable-Power-to-Eielson-Air-Force-Base-in-Alaska](https://www.businesswire.com/news/home/20250611642166/en/Oklo-Selected-as-Intended-Awardee-to-Provide-Clean-Reliable-Power-to-Eielson-Air-Force-Base-in-Alaska) >**Oklo Selected as Intended Awardee to Provide Clean, Reliable Power to Eielson Air Force Base in Alaska** >SANTA CLARA, Calif.--([BUSINESS WIRE](https://www.businesswire.com/))--Oklo Inc. (NYSE: OKLO), an advanced nuclear technology company, has been issued a Notice of Intent to Award (NOITA) by the Defense Logistics Agency Energy (DLA Energy), on behalf of the Department of the Air Force (DAF) and the U.S. Department of Defense, to provide clean, reliable power through the deployment of an Aurora powerhouse at the Air Force installation selected for the project. [https://www.businesswire.com/news/home/20250610279296/en/U.S.-Nuclear-Regulatory-Commission-Accepts-Oklos-Licensed-Operator-Topical-Report-for-Review](https://www.businesswire.com/news/home/20250610279296/en/U.S.-Nuclear-Regulatory-Commission-Accepts-Oklos-Licensed-Operator-Topical-Report-for-Review) >**U.S. Nuclear Regulatory Commission Accepts Oklo’s Licensed Operator Topical Report for Review** >SANTA CLARA, Calif.--([BUSINESS WIRE](https://www.businesswire.com/))--Oklo Inc. (NYSE: OKLO) announced today that the U.S. Nuclear Regulatory Commission (NRC) has initiated its review of Oklo’s Licensed Operator Topical Report. This milestone represents continued progress in Oklo’s regulatory strategy and follows the company’s recent entry into the NRC’s Readiness Assessment Audit for Phase 1 for its Combined License Application. The Combined License Application is a one-step application that will allow Oklo to operate the Aurora once approved by the NRC.
One catalyst coming up is the transfer of an NRC license for deconversion of depleted uranium, or DUF-6 from International Isotopes (a penny stock) to another company that goes by AFR, or American Fuel Resources. The transfer of license and various patents will bring INIS $12.5 mil total. Plus, this will relieve the company of the expense of maintaining the license. I learned about INIS when working at an enrichment facility. Lots of info on the company on LinkedIn. They just surpassed 1K in followers. The number of key employees indicates to me that they are poised for growth. Recent news is that the board members are recommending a shareholder vote for a reverse split so the company can be uplisted on a major exchange. It is interesting to note that even with this info coming out about a reverse split the stock has trading up on heavier than normal volume. The company is around 70% insider owned. The company has stated intentions to use the $$ to advance their medical devices, radioisotope production, etc.
Oklo will build a plant for Ellison AFB in Alaska if they can get the NRC approvals starting with the design.
$CPSH On May 23, 2025, Trump signed 4 executive orders to boost U.S. nuclear power - streamlining NRC licensing, fast-tracking microreactor testing, expanding nuclear for national security, and targeting 400 GW capacity by 2050. CPS received a $1.1 million Phase II Small Business Innovation Research (SBIR) award from the U.S. Department of Energy. To develop modular radiation shielding solutions for transportation and use of micro reactors. First commercial order for radiation shielding was secured in early 2025 - CPS' first new commercial product in years. This product emerged from a DOE-funded SBIR Phase II program started only 6 months prior, originally aimed at "secondary containment for microreactors" in the trucking industry.
$CPSH On May 23, 2025, Trump signed 4 executive orders to boost U.S. nuclear power - streamlining NRC licensing, fast-tracking microreactor testing, expanding nuclear for national security, and targeting 400 GW capacity by 2050. $CPSH CPS received a $1.1 million Phase II Small Business Innovation Research (SBIR) award from the U.S. Department of Energy. To develop modular radiation shielding solutions for transportation and use of micro reactors. First commercial order for radiation shielding was secured in early 2025 - CPS' first new commercial product in years. This product emerged from a DOE-funded SBIR Phase II program started only 6 months prior, originally aimed at "secondary containment for microreactors" in the trucking industry.
On May 23, 2025, Trump signed 4 executive orders to boost U.S. nuclear power—streamlining NRC licensing, fast-tracking microreactor testing, expanding nuclear for national security, and targeting 400 GW capacity by 2050. $CPSH CPS Technologies Corporation Announces Phase II Award from the Department of Energy
On May 23, 2025, Trump signed 4 executive orders to boost U.S. nuclear power—streamlining NRC licensing, fast-tracking microreactor testing, expanding nuclear for national security, and targeting 400 GW capacity by 2050. $CPSH CPS Technologies Corporation Announces Phase II Award from the Department of Energy
Nuclear power is so stupidly expensive because the process to license a traditional one, let alone an advanced one, is stupidly difficult with the most confusing tangled mess of regulations that takes years or a decade just to unwind and start making progress and innovation to make it more cost effective is all but impossible because the NRC won’t license things they haven’t seen before and won’t give reasonable guidance on how to do that. A nuclear reactor costs something like 3-10x in the UK vs France. It’s literally entirely due to regulation. All to prevent exposure to radiation… that coal plants are spewing out anyway with reckless abandon at a dose that, if a nuclear plant did, it would create national headlines and a long, extremely costly outage, without any strong evidence that radiation at those levels has any statistically noticeable health effects. This is maybe one of two things that Trump is doing that I 100% agree with. I hope the NRC is ripped apart and repurposed with an entirely different mission statement than it has now which basically puts a nigh moratorium on nuclear energy due to the imposed costs. Nuclear isn’t that expensive. Ignorance is.
Thanks for the links. I've been following the company for many years. The large insider ownership should be noted. Guess you know about the pending sale of deconversion license to AFR? The deal should be closing soon and will bring in $12.5 mil to the company and will save the expense of maintaining the NRC license. Level II is looking more like it should with buyers lining up with large orders. Not much on the sale side anywhere near the trading range. I'm expecting a little pop following the holiday.
Oh hey, something I know a god-awful amount about (been involved in nuclear design, operation, and regulation for like 15 years). Here's a really high-level overview: One bit is regulation. The US was a lot more lax with regulations on designing/siting/constructing nuclear plants before Three Mile Island made us realize that, no shit, the stuff could be dangerous. Then Chernobyl also happened and ramped up regulation even more. So now there's a very large amount of regulation and inspection to go through that makes it all a lot harder and more expensive than it was when most of the current domestic fleet got built. The US NRC has actually done a lot (and is continuing to do a lot) to streamline and improve the regulation/licensing aspect. But since there's only been like 2 nuclear plants actually built in the US since the 90s, neither them nor the companies trying to build plants are very good at the licensing/review process. Imagine the regulation says basically "don't build something super dangerous"--the places trying to build plants don't really know what to put in their application to show their plant won't be super dangerous (because hardly anyone has done it in a generation) and the NRC doesn't really know what they do/don't expect to be in the application to prove it (because, again, hardly anyone has done it in a generation). That's especially true for places like Oklo or TerraPower or NuScale trying to design/build first-of-their-kind reactors. The other thing is loss of industrial capacity/knowledge. Independent of the regulatory bit, the US simply doesn't have the capability of building a lot of the components for nuclear plants in the US. Lots of the industry for producing reactor vessels, steam generators, etc is in Asia or Europe, so it's just a lot more time consuming and expensive to order them, have them get built, and have them shipped here than it was in the 60s. This isn't shit you just buy off the shelf--they're all basically custom orders that take *years* of design, then *years* of interaction with whoever is fabricating them to make sure they get it right. There's been some domestic capacity for that kind of thing built up in recent years, but it's not very much and is still crazy expensive. And a lot of it is just "capacity-in-theory" because they haven't actually built anything. For both problems, it's a bit of a chicken-and-egg situation. It's slow and expensive because no one in the US has done it enough to really be good at it, and there aren't more opportunities to get good at it because it's slow and expensive.
Bear case is that there is a severe lack of engineers to operate and provide services for them. As long as the order does not dismantle the NRC the licensing will also take quite a long time. But we will see.
not rly BIG news... I see only big news from NRC about Kairos nuclear company ..
Nano did get its first bit of legitimacy with the progress on their Illinois reactor project. Got a couple papers approved by the NRC and started hiring engineers for their build. They’re easier to stomach when you think of them as less of a nuclear developer and more of a nuclear-centric investment firm. I see them developing a lot of these different ventures a bit more, and then selling the rights or the entire project to higher bidders. They spend too much on advertising to be taken seriously as a reactor developer
If someone really wants a high rate of return, but a lot of risk - I have a very large rare earth discovery I made in the US. It's one of the least expensive and most environmentally sound deposits here to mine. But I have no funding. Not even joking. Probably $300k funding would get enough assaying and bulk sampling to delineate the deposit. And it can be mined like a sand/gravel operation so the startup costs for equipment would be minimal compared to the hard rock style mines which almsot everything else REE-related in the US are, probably in the ballpark of $1m to get mining, and it's a jurisdiction where the state will be taking on some of the NRC regulatory/permitting processes, so that should speed it up. I already have a bulk buyer for the concentrated ore lined up. Just lacking funding. This really isn't the problem the media is making it out to be. We have more than enough rare earth oxides domestically to supply 100% of our needs.
"India has massive camps where they have concentrated Muslims." False or Exaggerated: India has detention centers for people deemed illegal immigrants (especially in Assam's NRC process), but this is not the same scale or system as China's Uyghur camps. There is discrimination and violence against Muslims in India, but claims of "massive concentration camps" like China's are misleading.
Financiële Dagblad or NRC Handelsblad 😆
Definitely not rock solid. Although BRVO is the one out of the 4 that I'm tempted to just put all the money into. They have solid financial backing, a whole bunch of positive factors with being in brazil, that allow the permitting, development and production of the mine to be executed in an efficient manner. The cost of doing everything is way cheaper than in a country like Canada, which will allow them to be that much more profitable when they are up and running. The sheer size of the deposit also greatly increases the likelihood of success, as the big world class deposits tend to yield the big rewards. I'm treating it as a long term buy and hold. Likely will be big price fluctuations in the short term, as there have been over the past few years. I will just buy more when it drops. Cerrado gold, is already producing and increasing their free cash flow. They're operating much smaller scale mines than what we're talking about with BRVO, which tend to have less chance for big upside. (all mines have high risk, but bigger deposits have a much better chance at returning a high reward) However I think the price of gold will help them out big time with their plans for growth and increasing their free cash flow. Also just the fact that they're producing currently, and gold keeps climbing, it will help continue to improve their financials and attract investors. NRC has a really promising story behind it, but as they are yet to bring bands in from across the country. For the most part, all they have right now is royalty rights to a very large mine, but a very large mine that is struggling to get permitted and developed. I have a small position, and will look to increase if things start materializing. Delta Resources, has a promising stake where so far their drilling has shown they have around 1.2-2.2 million oz of gold. They are currently drilling deeper in their Eureka system to determine if their is gold at depth. They also some other targets on their land package (gold found in previous historic drilling), outside of the Eureka system that have the potential as well. They're hoping to expand the inventory of gold to 5 million + oz. However with exploration companies that's always a big if, definitely the riskiest space to invest in with junior miners... However if they hit the lottery, it's a big pay day. With production mining companies typically buying land from exploration companies for 100-150$ per ounce of gold in the ground. Delta would definitely be way undervalued, sitting at a market cap of 24 million currently, if they are able to find the gold they think they have. Big IF tho.
I've gone all in on a small handful of stocks, a variety of junior miners. A couple produers, one royalty/streaming company, and one explorer. All standing to gain from the current macro economic, and geo political factors happening in the world that are continuing to raise the price of gold. BRVO- (what I consider the biggest lock of the 4 by far) World class pgm deposit, and very promising gold and copper drill results on top of that last year. Currently way ahead of schedule, tho still years out from being ready to start production. Anytime the price drops on this, I just buy more. CERT- Gold producer, looking to increase their production and bring another 2 mines online between now and 2030. They believe they'll be able to do this without diluting their shares. The current price of gold is helping greatly with this as well. Looking at it as a 5 year-ish investment with big return. NRC - Indigenous royalty company. Will be receiving royalties from the KSM mine owned by Seabridge, once it is all permitted and developed. They are also looking to partner with indigenous bands across Canada and have the potential to become a force in the royalty space. DLTA- Exploration company, some guy talks about them on here like once a month. Do your DD, with what's going on with precious metals, a global debt crisis, wars, tariffs, and on and on... There are countless opportunities in the mining sector for major gains. I'm sure others will find a lot better options than what I've chosen.
Because they are upstream of all smr’s and 95% of current reactors. Think Shell or Chevron of nuclear fuel. Their patents are a moat. They’re held worldwide, and China and Russia have also accepted their patents. Not only are they patented on the fuel itself- Tri-fuel 238 - but also on the manufacturing process. They’ve also created their fuel from nuclear waste. Any country that knocks off their fuel, the US will heavily sanction. Their fuel operates at 350 degrees C, which is 1000 degrees C cooler than traditional Uranium 235. Their fuel is near carbon net zero which is climate change immune, and is impossible for military grade nuclear weapons as it doesn’t produce plutonium. They’ve been partnered with the US DOE’s Idaho National Laboratory R&Ding for the last 15 years, and also have contracts with MOT and Texas A&M uni on using Lightbridge fuel in SMR’s. They signed an MOU partnership with OKLO (whom Sam Altman from OpenAI sits on the board) to co-locate a fuel facility, and have also signed a co-production deal with Centus Energy (LEU) - the US’ only producer of HALEU enriched uranium. Seth Grae - the CEO of Lightbridge - is extremely well connected, and is in very close proximity to the NRC to regulate and give the green light for licensing. Seth is the Chairman of the American Nuclear Society’s International Council and is a member of the World Economic Forum’s Advanced Energy Solutions Community. He is also a member of the board of directors of the Nuclear Energy Institute. Seth was a panelist and moderator at the NYC Nuclear Financing Summit this past week Feb 11th and 12th, and this coming week, he’s headed to Japan to conduct the same panel at the Tokyo Nuclear Financing Summit. Fyi - Trump stood with Sam Altman (OpenAi/Oklo) and mandated $500 billion in funding for Project Stargate. Japan’s prime minister also stood by Trump this past week and agreed to $1 Trillion in US investment into infrastructure. Lightbridge is also testing their fuel in Canada’s Candu nuclear reactors. And much more. They fly heavily under the radar, as governments prefer. https://youtu.be/sxSjLk-OUjg?si=SWeuXH8YH30RrLUl That’s why the best pure play.
OKLO stands to benefit the most, as their first-mover advantage (5+ years ahead of Nuscale) and their owner & operator model will allow them to dominate market share throughout the 2030s. It's definitely a long-term play, I'm only holding shares and will not sell for the next decade at least. In 2027, the NRC's approval decision will be a binary event and their success is becoming increasingly likely. If approved, we could be looking at 3-4X current valuation levels easy. Small modular nuclear is the future, and if a Dem takes over office in 2028 and raises the cost of fossil fuels, nuclear will be even more cost competitive.
This is for sure a long-term hold, once NRC approval is obtained in 2027, we'll be looking at 3-4X current levels. Oklo's valuation right now is only factoring in \~5% of recurring revenues through their 14GW order book, not include the other review streams (radioisotopes, nuclear recycling.) Their first-mover advantage will be key
Currently, OKLO's valuation is only pricing in \~5% of their future recurring revenues from their 14GW order book- there's still a lot of room left to run. As they continue to hit milestones tracking towards 2027 INL deployment, as the regulatory environment becomes less burdensome, and as they expand their first-mover advantage, they will dominate market share during their massive scaling throughout 2030s. They have the best balance sheet across all SMR companies, fully funded through their first couple reactor builds and are the only company to have fuel already awarded from the DOE. OKLO is a long-term hold, after they achieve NRC approval in 2027, it will easily be 3-4X current valuation levels, there's still a lot of risk baked into the current price. Personally, I'm not selling no matter what for the next decade- small modular nuclear is the future and OKLO has the clear advantage. As for the others, SMR has a terrible model, track record of execution, and is way behind on deployment timelines (by as much as 5 years.) NNE's leadership comes from failed penny stock backgrounds and they scramble to acquire as much nuclear design IP as possible and hope something sticks- I wouldn't touch them with a ten foot pole.
I've been watching SMR too...everyone seems to agree that increasing amounts of energy are needed to power not just AI and all the new data centers coming online, but the country as a whole needs more power sources and I think nuclear power is about to make a giant comeback. SMR stock has been gaining lately...I think it's gonna rip soon. Another thesis submitted for consideration, laughter or derision - the one huge headwind for nuclear is the time it takes for plants to be designed, approved by the NRC, and built. It can take years. One form of energy we have in cheap abundance that can be used right NOW to power plants is liquid natural gas. I'm keeping an eye on LNG stocks like EQT as an AI "pick and shovel" play.
OKLO’s reactor is decades old technology that’s already proven- it’s a replica of EBR-II which ran at Idaho National Lab continuously for three decades between 1964-1994. Their primary headwind is getting approval from the NRC to build and operate, which they are tracking towards 2027 for first deployment and revenues. It’s definitely a riskier investment but it could easily be an early day TSLA or UBER given their hyper-scalable model and the future demand cases across multiple sectors, not just AI. Their first-mover advantage will be key. There’s no gimmick, they are ahead of the competition in both timelines and funding- with backing from Altman & Thiel.
It will drive further pressure on domestic regulators to streamline advanced reactor approval in order to remain competitive w/ AI infrastructure buildout overseas. Oklo has a large first mover advantage and stands to greatly benefit from any DOE/NRC deregulation.
Could go much higher, it’s only factoring in ~5% of revenues from their 14GW order book and 2027 NRC approval is increasingly likely.
Right, obviously- which it’s only ~5%… valuation will continue to increase as they hit milestones and if they are able to secure 2027 NRC approval.
It has gone up for many reasons- increased AI infrastructure investment and deregulatory efforts will continue to push it higher. Keep in mind, the current valuation is still only factoring in ~5% of future recurring revenues from their 14GW order book, and that’s not including other promising revenue sources like nuclear recycling and radioisotopes. There’s a lot of catalysts ahead in the form of DOE/NRC deregulatory efforts and potential partnerships (META’s RFP contract announcement soon.) I’d recommend holding shares and not selling until at the very least EOY 2027 after the eventual NRC decision. If approval is secured, we could be looking at 4-5X current levels. Their scalable model combined with domestic first mover advantage (as much as 5 years) will allow them to dominate market share throughout 2030s if everything goes right. Almost all the investors I’ve seen attempt to time the volatility have either gotten burned or sold way too early.
OKLO is a good long term bet, especially after expected NRC approval in 2027
It’s heavily correlated with news surrounding AI infrastructure investment and deregulation. Hoping to hear more from the DOE and especially the NRC on ways they can streamline these advanced reactor types. Any overhaul done at the NRC would have massive implications on their already large, first mover advantage.
If anyone is considering buying into this company, you need to realize that the concept is interesting and has some potential but they still don’t have design approval from the NRC. They also want to be the ones who design, build, and operate the nuclear reactors which will require a great deal of money. Looking at previous nuclear projects, you’ll see that delays and cost overruns are common occurrences. I like the potential of where they could be but they have a long way to get there. I think the changes of seeing revenue before 2030 are slim
This is why we can't have nice things. By the way Oklo is a scam unless Thiel and Elon deregulate the NRC to give us our own Chernobyl.
DOE/NRC deregulation inbound… OKLO to $60+
Future of AI energy demand. OKLO has the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers. First deployment and revenues are targeted for 2027. The current $6B valuation is factoring in recurring revenue from only 4% of their 14GW order pipeline, with other potential revenue sources from recycling & radioisotopes. I’d advise everyone to hold until 2027 at the very least, where it would be a 3-4x if they successfully receive regulatory approval. I’m not selling for at least the next decade, I could see them being a 50-100 bagger by 2040.
Yes, still. A lot of value will come from holding through 2027 when they get eventual NRC approval, could be a 3-4x from current levels. At $6B valuation, it is only factoring in recurring revenues from 4% of their order pipeline, and that’s not including potential from their nuclear recycling or radioisotope verticals.
🥭 and Elmo make Sam Altman the head of the NRC, or what? OKLO ☢️📈📈📈📈☢️
Current valuation is still only factoring in ~4% of future recurring revenues from their 14GW order book, and that’s not including other promising revenue sources like nuclear recycling and radioisotopes. There’s still a lot of catalysts ahead in the form of DOE/NRC deregulatory efforts and potential partnerships (META’s RFP contract announcement soon.) Their scalable model combined with domestic first mover advantage (as much as 5 years) will allow them to dominate market share throughout 2030s if everything goes right.
very ponzi, I'll believe it when they actually make progress on building a physical reactor. literally no difference between now vs. 6 months ago other than ai. nuclear regulatory commission likely not going to expedite shit for 🥭 unless they want the NRC to cry chernobyl and tank the whole sector. nuclear is one of the few sectors that is most heavily regulated with zero opposition from both aisles. no politician wants to utter the word nuclear and expedite in the same sentence
Strongly disagree on shorting OKLO, the price is appreciating rapidly and will continue to do so for a reason. Looking solely at the price/share without understanding the recent tailwinds is a complete bear trap. Their current valuation is only factoring in ~3% of recurring revenues from their 14GW order book. Now that Stargate is a thing and the regulatory environment will likely continue to become more favorable, we may actually see timelines further expedited by NRC & DOE. That combined with the fact that OKLO holds a solid first-mover advantage (by 5+ years) will allow them to dominate market share, starting at the end of the decade. This stock will continue to be hyper-volatile based on nuclear regulatory news, partnership announcements, and AI infrastructure developments. Almost all investors that I’ve seen do short-term bearish plays end up getting burned here. For those that are generally bullish on OKLO, I’d only recommend shares or LEAPS. Once approval is secured in 2027/2028, we could easily be looking at 5X current levels. I called all of this many months ago in a WSB DD: https://www.reddit.com/r/wallstreetbets/s/nFH8vxjrRl Keep in mind that my analysis was prior to all of the recent bullish events, there’s a lot more room to run here…
Best long-term bet on the market. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
Based on calculations I’ve seen, OKLO’s valuation is currently only factoring in about 3% of its future recurring revenue (14GW order book), not including alternative streams like nuclear recycling and radioisotopes. Their secret sauce and advantage will lie in their owner and operator model, as they can project finance builds using future cash flows. There is still a huge risk premium at this stage, once NRC approval and first deployment happens in 2027/2028, it will likely be an easy 5X.
Disagree, the price is appreciating rapidly and will continue to do so for a reason. Looking solely at the price/share without understanding the recent tailwinds for OKLO is a complete bear trap. Their current valuation is only factoring in ~3% of recurring revenues from their 14GW order book. Now that Stargate is a thing and the regulatory environment will likely continue to become more favorable, we may actually see timelines further expedited by NRC & DOE. That combined with the fact that OKLO holds a solid first-mover advantage (by 5+ years) will allow them to dominate market share, starting at the end of the decade. This stock will continue to be hyper-volatile based on nuclear regulatory news, partnership announcements, and AI infrastructure developments. Almost all investors that I’ve seen do short-term bearish plays end up getting burned here. If you are generally bullish on OKLO, I’d only recommend shares or LEAPS. Once approval is secured in 2027/2028, we could easily be looking at 5X current levels. I called all of this many months ago in a WSB DD:
I like $OKLO. Small modular nuclear fission reactors. The bull: 1. US and North America needs to double its' power generation capacity in the next ~10 years or it will face catastrophic bottlenecks to industrial developement. 2. Trump has declared a state of emergency regarding the grid 3. Oklo has former employees on the DOE 4. Oklo already has power purchase agreements to justify their market cap a few times over 5. Oklo has its fuel supply chain figured out and on-shore 6. Oklo has a very long standing regulatory relationship with the NRC 7. IF Oklo can get its COL permit done, it will have a super-streamline trajectory to massive and rapid growth 8. Nuclear fission is basically carbon free, and at this point super safe. The bear: 1. Nuclear power generation is massively over-regulated. There are totally obstructive regulations on the books which make innovation in the space nearly impossible. So far Oklo does not have approval to build even a single reactor. 2. Competition in the space is stiff. Bill Gates, Nuscale, Hitachi and others are competing for the trillions on the line. It is a big space with room for a number of players, however. 3. energy efficiency of LLM's is an evolving attribute. Many of Oklo's PPA's are for data centers, which may not be as power hungry as people currently project. More efficient models mean lower energy requirements, and fewer tendies for investors. 4. Anti-nuclear propaganda is an easy sell to an ignorant public, and I don't know if you have noticed, but there is nearly endless supply of easilly propagandized people. Beware oil and gas astro-turfing.
I like $OKLO. Small modular nuclear fission reactors. The bull: 1) US and North America needs to double its' power generation capacity in the next ~10 years or it will face catastrophic bottlenecks to industrial developement. 2) Trump has declared a state of emergency regarding the grid 3) Oklo has former employees on the DOE 4) Oklo already has power purchase agreements to justify their market cap a few times over 5) Oklo has its fuel supply chain figured out and on-shore 6) Oklo has a very long standing regulatory relationship with the NRC 7) IF Oklo can get its COL permit done, it will have a super-streamline trajectory to massive and rapid growth 8) Nuclear fission is basically carbon free, and at this point super safe. The bear: 1) Nuclear power generation is massively over-regulated. There are totally obstructive regulations on the books which make innovation in the space nearly impossible. So far Oklo does not have approval to build even a single reactor. 2) Competition in the space is stiff. Bill Gates, Nuscale, Hitachi and others are competing for the trillions on the line. It is a big space with room for a number of players, however. 3) energy efficiency of LLM's is an evolving attribute. Many of Oklo's PPA's are for data centers, which may not be as power hungry as people currently project. More efficient models mean lower energy requirements, and fewer tendies for investors. 4) Anti-nuclear propaganda is an easy sell to an ignorant public, and I don't know if you have noticed, but there is nearly endless supply of easilly propagandized people. Beware oil and gas astro-turfing.
Probably one of the best long-term plays on the market. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
OKLO. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers. You have to at least hold through 2028 following their first commercial deployment.
Great entry for OKLO in the low 30s, they will continue to dominate. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
Oklo doesn’t need AI hype or Sam Altman association to continue to outperform. I would advise you all not bet against it for more than one session- expecting a large rebound. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime.
Most recent Switch news is nowhere near baked in yet, they literally 7X’d their order book overnight (2GW to 14GW) by securing an agreement to build 240 reactors through 2044, which is like one every three weeks after 2030 for 14 years. Their next business call isn’t until late March, but 2025 will be a huge year for them- submitting NRC application, beginning Aurora construction at INL, and potentially securing a partnership w/ OpenAI. Anything under $25 is a steal- they should be closer to $40 right now IMO. Here’s a DD I did a couple weeks back comparing them to $SMR.
Not sure in the short-term, probably ATH in the upcoming weeks. Hold this one through 2027/28 when they complete initial reactors and obtain NRC approval, could be a 10-bagger.
Oklo. Sam Altman on board. Who you think they’re gonna pick for SMRS? Not NRC approved yet, but should pop when that (hopefully) happens next year
2025 will be a huge year for OKLO, as they will be submitting to the NRC which allows for the start of construction at INL, as well as a potential partnership with OpenAI. I believe it could go much higher in the interim, I’m long and not selling for the next decade at least.
In 2025, they will officially submit for review to the NRC, likely in Q2. This will allow them to begin construction of their first reflector at INL. Also, there’s a high likelihood of a partnership emerging with OpenAI given that Altman is chairman, which would be massive.
OKLO within the nuclear energy space. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
one is about speedy consumption of energy and the other is about reliable production of energy, smr's selling shovels in a gold rush type of thing. I have huuuge doubts in many companies, but in terms of who will be first to market, it's SMR unless the orange man himself dubs a name. Oklo is mostly hype with no submissions to NRC
Oklo. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
OKLO is **much** better positioned than Westinghouse to win domestically given projected NRC timelines, Gen IV reactor technology, and partnerships with Altman at the helm.
Did you even read my second section on NuScale? Putting aside that their design certification is for a plant that was found to not be economically viable, their customers will be required to do the heavy-lifting in order to complete the 24-36 month NRC review. NuScale has no construction or operating licenses- people overvalue & conflate the importance of the certification towards these plants actually being approved and built. These domestic timelines don’t lie and Oklo is way ahead if current projections hold.
Look all respect to your sample size of 1, but there are going to be a ton of jobs that get cut that not only add a bunch of value, but are necessary for important departments to run. On the one hand, that's bad because suddenly those people are unemployed and won't stimulate the economy by spending, they actually drag on it, because they'll be in need of social services to survive. And the man who wrote the book you just linked to suggested universal basic income as a solution to that issue, which won't happen here because it would RAISE spending, the opposite of what the stated goal is. On the other hand - Just kidding, the other hand is worse. Think about your corporate experience, and then ask yourself if the people in leadership are the best at determining who's the most productive workers are. And then realize that those are the same people you're relying on here to not cut jobs that make sure there isn't lead in your drinking water (EPA), make sure that your children can read (Dept of Education), that your nuclear power plants have safety measures that keep them from not melting down and destroying the state of Washington (NRC). It's one thing for someone internal to get the directive to cut costs, and try and implement them. If you were asked to point out the more useless employees at your corporate job, you'd do better than most outsiders because you at least know the departments and what they're supposed to do, right? But in this case, we have outsiders who don't know shit about the departments they're supposed to cut in charge of that process, and we pretend it's going to go better because they run a business. I think it's important to not be hyperbolic because people are scared and saying a lot of shit right now, but for 99% of the people in this country, the government cuts they've proposed (& the method they suggest carrying it out), would be a disaster for more than just the economy.
Sure, let me explain for you how the NRC works. NuScale doesn’t have any construction or operating licenses, you are only pointing to their design certification. In order for their customers to obtain those, it requires a 24-36 month NRC review period that **has not been initiated yet**. This is why NuScale is projecting their first builds in early 2030s, which is years behind OKLO’ 2027 target and that’s probably being optimistic. We’ll have a better idea on timelines once NuScale’s customers actually start the NRC review for those. The reason why OKLO is so much further ahead is because they are submitting a COLA, which seeks approval for design, construction and operating, only taking them 24 months. Compare this to NuScale, where **every individual customer** needs to create and submit detailed plans, then wait 24-36 months for build and operating licenses. This was a strategic choice by NuScale and Nano Nuclear to sell designs only and not be an ‘owner and operator’ like Oklo. They would have to commit to the responsibility of building and running the reactors themselves, which does come with additional hurdles and liability, but allows for **much faster** scaling. Recently, the NRC released a white paper stating that once Oklo has the reference (first) application approved, it would only take as little as 7 months to get approval on subsequent applications, or new site builds which further accelerates the timelines. Hope that this helps clear up any of your confusion.
OKLO is a much better play, they will deploy years ahead of NuScale domestically and will scale much faster given their model. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
NuScale doesn’t have any construction or operating licenses, you are only pointing to their design certification. In order for their customers to obtain those, it requires a 24-36 month NRC review period that **has not been initiated yet**.This is why NuScale is projecting their first builds in early 2030s, which is years behind OKLO’ 2027 target and that’s probably being optimistic. We’ll have a better idea on timelines once NuScale’s customers actually start the NRC review for those. The reason why OKLO is so much further ahead is because they are submitting a COLA, which seeks approval for design, construction and operating, only taking them 24 months. Compare this to NuScale, where **every individual customer** needs to create and submit detailed plans, then wait 24-36 months for build and operating licenses. This was a strategic choice by NuScale and Nano Nuclear to sell designs only and not be an ‘owner and operator’ like Oklo. They would have to commit to the responsibility of building and running the reactors themselves, which does come with additional hurdles and liability, but allows for **much faster** scaling. Recently, the NRC released a white paper stating that once Oklo has the reference (first) application approved, it would only take as little as 7 months to get approval on subsequent applications, or new site builds which further accelerates the timelines. Hope that this helps answer your question!
Hey Max! NuScale doesn’t have any construction or operating licenses, you are only pointing to their design certification. In order for their customers to obtain those, it requires a 24-36 month NRC review period that **has not been initiated yet**. This is why NuScale is projecting their first builds in early 2030s, which is years behind OKLO’ 2027 target and that’s probably being optimistic. We’ll have a better idea on timelines once NuScale’s customers actually start the NRC review for those. The reason why OKLO is so much further ahead is because they are submitting a COLA, which seeks approval for design, construction and operating, only taking them 24 months. Compare this to NuScale, where **every individual customer** needs to create and submit detailed plans, then wait 24-36 months for build and operating licenses. This was a strategic choice by NuScale and Nano Nuclear to sell designs only and not be an ‘owner and operator’ like Oklo. They would have to commit to the responsibility of building and running the reactors themselves, which does come with additional hurdles and liability, but allows for **much** faster scaling. Recently, the NRC released a white paper stating that once Oklo has the reference (first) application approved, it would only take as little as 7 months to get approval on subsequent applications, or new site builds which further accelerates the timelines. Hope that this helps answer your question!
NRC said that the rejection in 2022 was without prejudice and based on a lack of “case studies” provides. Since May’s SPAC, they are in a much better cash and staffing position and have been preparing for resubmission during Q1-Q2 of next year. I’m confident that they will gain acceptance and deploy in 2027, not to mention that OKLO’s board member, Chris Wright was just selected by Trump to be the Secretary of Energy. They stand to greatly benefit from further regulatory streamlining and “cutting red tape”. There’s always executional risk here, but I’m confident in their leadership team.
You bet, good discussion for sure! It’s a strategic choice by NuScale and Nano Nuclear to sell designs only and not be an ‘owner and operator’ like Oklo. They would have to commit to the responsibility of building and running the reactors themselves, which does come with additional hurdles and liability, but allows for **much** faster scaling. Recently, the NRC released a white paper stating that once Oklo has the reference (first) application approved, it would only take as little as 7 months to get approval on subsequent applications, or new site builds which further accelerates the timelines. I’d recommend the subreddit r/OKLOSTOCK, I’m a moderator over there and we discuss many SMR-related topics, not only Oklo.
NuScale doesn’t have any construction or operating licenses, you are only pointing to their design certification. In order for their customer to obtain those, it requires a 24-36 month NRC review period that **has not been initiated yet**. This is why your second link is projecting deployment in 2029, which is two years behind OKLO’ 2027 target and that’s probably being optimistic. We’ll have a better idea once their customers actually start the NRC review for those. The reason why OKLO is so much further ahead is because they are submitting a COLA, which seeks approval for design, construction and operating, only taking them 24 months. Compare this to NuScale where **every customer** needs to wait 24-36 months for build and operating licenses.
Trumps going to seat a new NRC chairman that’s pro SMR, you better offload those puts before you get drained
That's not how it works in nuclear and why there's an NRC that has very strict guidelines that must be met, no matter who's in the WH or DoE. Do you think this guy will pick up the phone and tell the NRC to speed things up? That's not how it works.
OKLO is one of the best long-term bets out there, hold through the next decade and it could easily be a 50-bagger. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
To build on this, OKLO has the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
That is until Trump and his disruptor picks get ahold of the current process- Wright, DOGE, and whoever gets picked as NRC head will act as a chainsaw.
This is what reddit doesn't understand, nuclear in the U.S. moves extremely slow. The legislative process and the NRC are not even remotely, not even close, and won't be for at least 2030+. The NRC is the reason why building large reactors is no longer feasible in the U.S., they've literally regulated the best energy source on the planet out of existance because of government bureaucracy
OKLO will be a huge long-term play. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
True, but NRC approval is the key (and Oklo royally screwes that up once already). All the DoE permitting stuff on INL land is forgone conclusion since it's a frequently used site. NRC is not part of DOE.
Domestic SMRs options: $OKLO, $SMR (NuScale), $NNE (Nano Nuclear) I personally like OKLO the best across these. They have the healthiest balance sheet amongst SMR projects, a strong leadership team with PhDs, first mover advantage within the NRC application process and have hired on former regulatory staff, reactor technology that was already proven through decades of testing between 1964-1994, unique expertise within uranium recycling, and probably most importantly, partnership commitments driven by a robust commercialization model that is scalable and profitable overtime. This fits well with the future local energy needs of AI data centers.
OKLO’s success has always hinged on regulatory streamlining and NRC approval in 2027, this is a major catalyst.
They also do not have NRC clearance and probably never will. The two founders are also married which cannot possibly bode well. This thing wreaks
Elon isn’t end all be all, he’s not heading DOE and NRC
You're looking at the wrong timeframe. SMR is still down over 80% from its real ATH in 2022. The current "dip" I'm talking about is the pullback after FERC's ruling on nuclear co-location deals. The market completely overreacted to that FERC decision. [CFRA analysts](https://finance.yahoo.com/news/whats-next-for-nuclear-stocks-after-regulatory-pushback-160027265.html) already confirmed it's just a temporary speedbump while they figure out policy - not a real roadblock. Meanwhile NuScale is still the only player with full NRC certification and actual manufacturing underway. The fundamentals are stronger than ever - tech companies need THREE New York Cities worth of power for AI by 2030, and NuScale is years ahead of competition in being able to deliver it. With $161.7M cash, no debt, and $50-60M in cost savings kicking in, they're positioned perfectly to capitalize on this massive demand. This isn't the top - we haven't even seen the first major tech partnership announcement yet. When that hits, the 2022 highs will look like a warmup.
Right, and on a spectrum of being a replica to being a complete novel build, please explain to me where Oklo’s domestic competition lands, *buddy*. Their rejection in 2022 was primarily (90%+) driven by a lack of case studies on safety protocols, you can find the information in the application materials on the NRC website.
Based on all available public timelines across companies, you should ask their investor relations why there aren’t projected to deploy in 2027 like OKLO. TLDR: OKLO’s reactor is an exact replica of EBR2 which ran in Idaho for three decades, that combines with the history of regulatory engagement w/ NRC and their strategy to go for a combined COLA approval (vs only design certification like most others) is resulting in accelerated timelines for initial builds and large scaling efforts
Yes, but what on earth does cutting state department jobs have to do with NRC/DOE approvals, if anything that would point to deregulation and streamlining.
Since when is Elon running the DOE and NRC, get that conspiracy stuff out of here.
Elon will not be in charge of the NRC nor the DOE, especially on contract decisions
The catalysts are crystal clear if you look at the data. [Major tech companies are desperately hunting for reliable power sources for AI](https://finance.yahoo.com/news/whats-next-for-nuclear-stocks-after-regulatory-pushback-160027265.html) - we're talking about needing THREE New York Cities worth of power by 2030 just for AI infrastructure. NuScale isn't just another player - they're literally the only ones with [NRC certification](https://beyondspx.com/article/nuscale-power-corporation-smr-pioneering-the-future-of-clean-reliable-nuclear-energy). Other companies are years behind in the regulatory process. While competitors are still doing paperwork, NuScale is already manufacturing modules with Doosan. The recent dip is a gift. They've streamlined operations, cutting $50-60M in annual costs, with zero debt and $161.7M cash. [Their Q3 earnings](https://finance.yahoo.com/news/nuscale-power-reports-third-quarter-211500147.html) show they're executing their plan perfectly. Puts are exactly wrong here. The October run was just the start - wait until they announce their first major tech partnership. Those in talks with "Tier 1 hyperscale computing providers" will translate into massive contracts. This isn't speculation - it's simple supply and demand. Tech needs power, NuScale has the only approved solution, and they're already building it.
Standard design approval from NRC is mid 2025, and that is the last hurdle. That “someday” is right around the corner. Go beavs!