SMR

EfficiencyInside9632

SMR especially at current price

Dudebobski

Spring Valley team’s latest spac ticker change: $NUCL has been tanking. $SMR was their 1st. NUCL / $NUCLW is their 2nd. Commons dropped to $5.00, warrants at $.88 $SVAC .. wonder how they will do…? Thoughts?

Soberdonkey69

OKLO and SMR. Maybe LBRT too.

Direct-Protection-81

You do you, I won’t be investing in Oklo for the medium potential they have. I’m not buying RR just for SMR conviction, they are a long backed fundamental company and I’ll hold their stocks for my children’s children. You invest and I wish you well fella. Hope it takes you to the moon.

C130J_Darkstar

Not AI. I typed all off that out to correct you. You were wrong on Oklo’s reactor size (by 5x) and lack any knowledge of SMR deployment strategy and how data center buildouts actually work.

C130J_Darkstar

You’re oddlycomparing raw megawatts instead of deployment strategy. Oklo Inc. isn’t building 15 MW reactors. The commercial Aurora configuration is ~75 MWe. That size is intentional. Hyperscale data campuses are built in phases, typically ~50–150 MW per data hall. A 75 MW unit drops directly into that cadence. That’s not “cute”… it’s a design specifically designed as a product–market fit for data centers. A 1–2 GW campus is not energized all at once. It’s phased. With Aurora you can: • Add capacity in 75 MW increments • Match power delivery to construction timelines • Create built-in redundancy with multiple units • Avoid single-asset concentration risk • Scale to 1+ GW through aggregation Ten to fifteen Aurora units gives utility-scale output but with modular deployment and redundancy. That’s the entire point of SMRs. Now compare that to Rolls-Royce SMR at ~470 MWe. That’s effectively a mini–large reactor. It carries: • Mega-project execution risk • Massive upfront capital concentration • Longer construction timelines • A single large outage risk instead of distributed redundancy And timing matters. Rolls-Royce’s first unit is projected for the early-to-mid 2030s, primarily in the UK. Oklo is targeting first commercial deployment in 2027. Even if that slips, it’s still materially earlier. AI infrastructure expansion is happening now. Not 2034. If you believe: • U.S. data center demand accelerates this decade • Customers want phased, on-site generation • Speed to deployment matters • Capital efficiency and repeatability win Then smaller, factory-built, repeatable units deployed domestically have the edge. Bigger is not automatically better in nuclear. In fact, the entire SMR thesis exists because mega-scale nuclear projects have historically blown out on cost and schedule. Rolls-Royce is pursuing sovereign-backed UK baseload strategy. Oklo is pursuing modular, U.S.-based, data-center-aligned deployment later this decade. Those are two completely different plays. If the market window is 2027–2032 U.S. AI buildout, the first mover with a modular product wins- not the company delivering half-gigawatt units in the 2030s.

dvdmovie1

Honestly, wouldn't be interested in any of these. TAC is a decent value but it's a decent value that's never done all that well so the hope is that a better operator buys it - but that's just hope. "$SOUN" - I don't see the moat and I don't like that long-term chart - hype bumps that just get faded. "NuScale Power (SMR) " - There continues to be focus on stuff like this and OKLO where there won't be a reactor for 1-3 more years but power needs are massive today. Something like BE is up 230% in the last 6 months. There's considerable demand for behind-the-meter power options today, gas turbines are on backorder for years. If someone wants small modular reactor exposure I'd rather diversified Rolls Royce. I wouldn't have a speculative name where the first reactor isn't even built yet as core play on considerable current demand for AI power. It feels like you're looking for lower priced names but I wouldn't limit it to that if that's the case. " Ai stocks that have potential" What has done well and has a clear path to continue to do well in the years ahead?

Embarrassed-Sky6890

Is there any hope for SMR or is it over

shaqballs

SMR is my favorite $12 penny stock

Ocampo-Mark

Since you want 100% secure growth, CEG is easily the top pick because they already own the largest nuclear fleet and have signed massive deals with Microsoft and Meta. Unlike some of the smaller players that are still burning cash, CEG is actually profitable right now with strong margins and guaranteed revenue for decades. If you want to dive deeper into their specific financials, trylattice can pull up their stock filings and contract details to show you exactly where the money is coming from. It is a total lifesaver for comparing established giants like Constellation against high risk speculative plays like SMR.

Emilio___Molestevez

$SMR -80% in four months

Negative_Singer7218

I like SMR stocks for the long term.

LabyrinthLayers

SMR bros, today we find out whether or not this thing really can go lower. I’m betting on a positive announcement. GL! 6/18 $15c 🤞🏼

earningsBITDA

BWXT - they are the only US based uranium enrichment facility. They already create nuclear fuel for the US military. Specifically their new TRISO fuel can be used in SMR for utilities. The barriers to enter for uranium enrichment and fuel creation are too expensive and complicated for others to just jump in. Plus if a US company already creates nuclear fuel for the military, adding a utility division seems likely

softboiledjadepotato

!banbet SMR 14.20 1 Day

mdheavyd

nothing has "100% secure growth" but if you want the most straightforward exposure CCJ for uranium, CEG if you want lower volatility utility style, and treat the SMR speculative names as a completely different risk bucket with much smaller sizing.

Wonderful_Promise_40

My SMR shares already cooked might as well double down

bridgur

I've felt a lot more comfortable putting nuclear investments in the nuclear ETFs. I have positions in URNM URNJ and URA. I also have some small gamble positions in SMR and OKLO

TEXASTOAST0303

I have been watching Oklo for a long time now. Actually all the companies in the SMR field. Someone is going to win this race. I’m leaning towards Oklo winning that race recently. The case for Oklo winning the race is built on several specific factors that separate it from the rest of the sector. They are currently sitting on a cash fortress of over 1.2 billion dollars which gives them a massive runway compared to peers like NuScale that are facing revenue drops and legal issues. The company has a unique inside track with the government as the current Secretary of Energy Chris Wright is a former Oklo board member and the administration has prioritized the July 4 2026 250th anniversary of the US as a deadline for energy dominance. Oklo holds 3 out of the 11 government pilot program slots and is already breaking ground at the Idaho National Laboratory using a DOE authorization pathway that bypasses the slower NRC commercial licensing. Sam Altman was the chairman but stepped down in 2025 to avoid conflicts of interest and allow for broader industry partnerships, he remains a major shareholder and advocate, while CEO Jacob DeWitte has taken over as Chairman to lead the execution phase. Major tech players like Meta have already signed deals and provided prepayments for power to secure their AI future which aligns with the new executive order requiring data centers to generate their own power. Institutional ownership stands at 85 percent with BlackRock and Vanguard significantly increasing their positions recently while founders have moved shares into family trusts rather than selling. They have also de-risked the supply chain by signing a binding contract with Siemens Energy for the hardware and acquired Atomic Alchemy as an insurance policy to ensure a reactor is live by the July deadline. All of this is supported by recent bipartisan bills passing with supermajorities and a 1.2 billion dollar war chest that allows them to execute without needing to dilute shareholders. Chances are 1 of those 3 will hit the deadline. They have the main Aurora, Pluto, and VIPR. Possibility the do miss the deadline on Aurora but chances are VIPR (isn’t for power) will succeed. That will still show a win because VIPR will create some revenue. Decided for yourself.

Dudebobski

Watching NUCL / NUCLW since the ticker change yesterday. We got the usual post-deSPAC chop / profit-taking, but it’s holding up better than I expected. A few possible supports (not claiming any of these are confirmed — looking for smarter eyes): Capital backstop / PIPE: The deal included a $30M public-private investment intended to fund about ~2 years of ops, which could help confidence vs. “cashless explorer” vibes. Spring Valley sponsor halo: Curious how much the Spring Valley track record matters here (their earlier Spring Valley vehicle took NuScale ($SMR) public) - plus General Fusion ($SVAC DA). Could be some “team credibility” bid. Domestic uranium narrative: Reuters mentioned the CEO talking about restoring the U.S. uranium supply chain and potentially accelerating timelines. If policy tailwinds continue, that storyline might catch a buzz. Asset scale: They’re framing Aurora as one of the largest undeveloped U.S. uranium deposits (Oregon–Nevada border), so the “strategic asset” angle might be what’s keeping buyers engaged. Float dynamics: If redemptions/lockups made this a tight float, that alone can create weird strength/volatility. (Does anyone have a clean float number yet?) Genuinely trying to understand what’s actually holding this up right now: PIPE/cash runway, sponsor halo, sector rotation, float mechanics, or policy narrative. Thanks!

TEXASTOAST0303

I’ve been watching Oklo and checking on them daily for a long time now. I’ve dug very deep… I’ve put together a list of why you should pay attention closely to Oklo. It’s information and take from it what you would like. I. The "Cash Fortress" & Inside Moves • The War Chest: Over $1.2 billion in cash and marketable securities as of 2026. • The Runway: An annual burn rate of ~$80M gives them a 14+ year safety net (they won't go broke before the 2026 deadline). • The Trust Transfer: Founders (Jacob DeWitte) moving millions of shares into Family Trusts and GRATs—signaling generational holding rather than an exit. • Sam Altman’s Skin: his reputation as the "King of AI" is tied to Oklo’s success as the power source for OpenAI. II. The "Unfair" Institutional Backing • Institutional Shield: 85.03% of the company is owned by banks/funds, creating a massive floor. • The Big Three: * BlackRock: Largest holder; recently increased position by 72% (14.8M shares). • Vanguard: Holds 11.6M shares; increased position by 33%. • Mirae Asset: The tech-specialist; increased holdings by 71% (7.8M shares). • Brokers: Consensus "Strong Buy" from top analyst desks with price targets clearing $100–$130 in the near term. III. The Government "Fast-Track" • 3 out of 11: Oklo holds 3 separate slots in the DOE Reactor Pilot Program (Aurora, Pluto, and Atomic Alchemy). • The DOE Loophole: Operating on federal land in Idaho allows them to bypass slow NRC commercial licensing and use DOE Authorization to hit the July 4th deadline. • The Former Board Member: Current Secretary of Energy Chris Wright is a former Oklo Board member; he knows the blueprints and the team personally. • Legislative Tailwinds: The ARC Act and the 397–28 House vote prove that both parties are throwing billions at advanced nuclear to win the AI race. • Freedom 250: Trump’s Executive Order makes the July 4, 2026 anniversary a "national mandate," effectively making Oklo's success a government priority. IV. Physical Execution & Real Tech • The Groundbreaking: Unlike "PowerPoint companies," Oklo already broke ground at the Idaho National Lab (September 2025). • The Hardware Partner: A binding contract with Siemens Energy to manufacture the turbines and power conversion systems—hardware is already being built. • Fuel Independence: DOE award for the Tennessee Fuel Recycling plant allows them to turn "waste" into their own gas station, bypassing uranium shortages. • Atomic Alchemy: The $25M acquisition of this subsidiary provides an "insurance policy" with a simpler reactor that can be turned on by July 4th if the big one hits a snag. V. The "Big Tech" Revenue Lock • The Meta Deal: A massive 1.2GW power campus agreement. • The Prepayment: Meta provided upfront funding to secure early procurement, proving that the world's biggest data center buyers trust Oklo's delivery. • The Mandate: The new Executive Order requiring AI centers to generate their own power turns Oklo from a "nice to have" into a "must have" for Big Tech. VI. Market Indicators • The $61 Support: Proven "institutional floor" where the big banks' algorithms trigger massive buy orders. • Sector Divergence: NuScale (SMR) is failing due to lawsuits/cash burn, while Oklo is gaining share as the "Tech-First" leader. • NVIDIA Alignment: NVIDIA’s partnership with the Idaho Lab to use AI to speed up reactor design directly benefits the Oklo projects on-site.

daviddjg0033

No you did not fuck up. Tell me what all your stocks have in common? None of them are large cap. Small cap specs that appeared on reddit and other socials months ago. All are what I call specs. Know thy volatility of thy Asset. If you trade MSFT and it steadily went up but *shock* even MSFT can correct 20% at any time for no reason. ASTS is a great stock but you are old enough - just buy $ARKX ETF. I am in: $SATL - I think ASTS may do better but rn I like the upgrades PT $7. $BTQ quantum cryptography $IREN - sold most $SMR - out totally. $HUT was told to buy it now out. These stocks correct not 7% or 14% but 21% in a week because they are volatile. Nvidia moves 13% in a week. Your stocks do thar in a day.

Rock_or_Rol

Okay, here. I think it’s a grift that we’ve dropped renewables for SMRs considering the urgency in which we need power, but that’s the policy. 🥭 stated our overlords (who all seem to have their own SMR company) are responsible for producing electricity at data centers, but he didn’t say anything about whether taxpayers will subsidize it… which I guarantee we will. Fortunately, you and I can try to make our money back from the grift… a counter argument to that policy is, China is dominating renewable manufacturing and SMRs are a way to keep US dollars within our borders. The billion dollar cost is at a premium for being pilot projects. There will be issues and delays for sure, but this sort of things tends to improve in time, quality and cost over time.. just like solar, which was laughably ridiculous to think it could have any substantial impact on our power needs when it was in its infancy, which now look at it. Output isn’t the issue as much as $/KW. They’re *modular* reactors, meaning you can build five at a time to better improve the economies of scale and meet energy demand. It’s all just boiling down to the dollar Most all construction projects take nearly a decade or more to pay for themselves. Take apartments… developers acquire seed capital from investors and use it to finance the rest and spend x amount of years distributing that profit back to the lenders and investors (which could take up to 15 years to pay off if managing it)… usually selling the apartment building at some point to get their check. There probably are better methods than SMRs to get a better $/KW rate and I’m not arguing that.. whether a full scale plant, solar, geothermals etc… but the government chose SMRs. Those are the tailwinds. While not the best option, it isn’t the worst.. and yes, it shouldn’t be the only solution but part of a bigger solution see

SpyBagholder

That’s so cooked SMR’s take about 1 billion to make first off then comes the labor and the inevitable delay. SMR’s do exist in the world elsewhere but please tell me how long they took to make? Exactly. Not to mention they need at least 12 GW! SMRs produce less than 300 mw! So are they just going to rapidly produce and maintain them for a business that will not make a return on that investment for what 10 years bc the vc’s have to get paid first? Yeah it’s condescending because you are cooked if you actually believe that will work

C130J_Darkstar

> no product That’s technically true for any SMR company in the U.S. at the current state, so not sure what your point is. Relative to others, Oklo is using a proven design- a replica that ran for three decades at the same INL site. > no service Not true, they have binding power purchase agreements with companies like META, which comes with prepayment. > no profit A lot of companies have no profit but see rapid stock appreciation due to market share growth. OKLO is expected to have revenue in early 2026 through radioisotope production, with PPA revenue coming from deployment in 2027. > it’s not a real company Umm what? They started Aurora construction back in September, recently was awarded the year long META RFP across all competitors, and are on track to VIPR criticality by the 7/4 RPP deadline. They are the definition of a first mover in the sector right now, I don’t understand what that sentiment is grounded in based on the facts.

Rock_or_Rol

They’re starting numerous pilot projects this year. X-energy just got the green light to build their SMR. There are operational SMRs elsewhere in the world. It’s not that crazy… Uhhh, just because we haven’t reached the finish line doesn’t mean the race is over? There has been progress made. I guarantee you we don’t know all of the story, which segues to the next point Yes.. if we ever got to the AGI, the world would change over night. We’re talking about curing aging, cancer, tapping into nuclear fusion, burning through adversarial encryptions… this could very well be the nuclear bomb of our century. The end of humanity… do you think the New York Times was reporting on the manhattan project updates and milestones? With that being said, we may never reach AGI, which goes back to my former point, the risk of not taking the risk is greater.

Rock_or_Rol

Right? wtf 😂 Not to mention they have data center and SMR supremacy

Much_Candle_942

Thoughts on NuScale Power (SMR)? seems too beaten down, gathering dust. Can only go up from here? Thinking of spending my last $524 on this to get some shares at $13.1 after hours right now. I'll survive on credit card till the salary arrives. 🤞🏻 

RedstonedMonkey

Well the nuclear industry is STRUGGLING to build large scale nuclear units at 750 - 1300MW. These units take billions of dollars, a decade of hardcore construction, and literally hundreds of people working around the clock to operate and maintain. If a solid SMR design is achieved and shown to run stably and safely, it will absolutely manhandle the energy market

Optimal-Bad2871

!banbet SMR +25% 4w

InvestmentCompass

I think that’s an important distinction. There’s a difference between high-beta profitable leaders and high-beta speculative narratives. Semis benefiting from real AI capex flows have earnings power behind the move. That’s very different from last year’s quantum / SMR momentum runs that were mostly sentiment-driven. Selective risk-on inside a broader transition environment actually makes sense leadership anchored in cash flow tends to attract capital first. The question is whether that leadership broadens… or stays concentrated.

gamjatang111

I agree we are not as risk on as post liberation day. I think good stocks are emerging atm, especially those that benefit from AI Capex tailwind while the super speculative plays are not being bought. All the Semi stuff are 100% risk on and high beta but they are being bought with hand and feet because they actually make money compared to the speculative Quantum, SMR stuff that was going up last year post liberation day

TastyTaco217

Highly speculative with significant execution risk. If you want to capture the uranium/nuclear bull market then stick with current producers/those that already own active mines and aiming for production in the next few years or so. SMR and OKLO are years and years away from making any money.

Emilio___Molestevez

$SMR and $OKLO have taken an absolute drubbing

Rock_or_Rol

I think it’s about to rip. Probably just waiting on NVDA earnings Data center and SMR supremacy while also being anthropic’s biggest investor

Dudebobski

Ticker change official: NUCL / NUCLW (formerly SVII, SVIIF, SVIWF). Eagle Nuclear Energy now public via the Spring Valley team (same group behind $SMR and $SVAC). They control the Aurora uranium project in Oregon, one of the larger undeveloped U.S. deposits, positioned around the domestic supply chain rebuild narrative. U.S. still imports most of its uranium. If policy + geopolitics keep pushing toward in-house production, projects like Aurora could matter more. Early innings of a multi-year supply rebuild? Thoughts?

wrongrobertpatrick

OKLO, SMR, LEU and CCJ gonna pump today

cultoftheclave

The only thing $SMR his license to do is rip your nuts off if you go anywhere near the stock

4SPCE

No it's not. Its not even close. Not sure where you got that information from. Gas 2-4 years all in SMR your looking at 10 years minimum

Wonderful_Promise_40

!banbet SMR $16 1w

Top_Category_2526

I bought SMR then crashed to $13...i don't know but anythong i hold crash whats up with the market agaist me

cultoftheclave

SMR => SMH every. damn. day.

Wonderful_Promise_40

Is anyone playing SMR? Got beat down pretty hard until today.

Timeoff98

SMR is fugazzi

GringottsWizardBank

That’s because they don’t do anything. The market has already chosen its winner for the first phase of SMR deployments. GEV.

C130J_Darkstar

100%. The SMR sector has taken a beating lately with companies like Oklo down 70% from ATH- I think we’ll see a major correction, at least back to the average price targets of ~$126.

growmysmallportfolio

Buy SMR HERE

oldmanballsacks81

Well, I dont have a crystal ball. The reason I bought msft in 2013 was because it was still a popular and stable stock. Nvda was not popular back then. Although I wish I bought nvda at that time, my returns would have been astronomical. But the only new stocks I have added recently are the nuclear reactor stocks like SMR, IMSR due to the insatiable need for energy for data centre's for AI

_hiddenscout

Totally. Yeah I do options on them and a few other highly volatile names. SMR, RDW, OKTO, RKLB, AEHR. They are like the perfect combo of high beta and cheap enough where the premium isn't insane. Doesn't always work, but when you catch one of those names on a like down 5% or more day, then i'll buy like a next month call option.

ClayTrainingMama

SMR - Nuscale Power CECO - CECO Environmental AQWA - Clean Water ETF

ClayTrainingMama

SMR - Nuscale Power

Dismal-Daikon-1091

Also: being much smaller than traditional reactors, the fact that they present multiple targets makes SMR much more resistant to bombing and sabotage. This is a non-negligible benefit in today's geopolitical climate. To say the least.

Pipe_Hitting_Loggie

I like SMR a lot, but I think it's a long-term hold. Buy some now, then if it dips buy a little more, repeat. I don't see it going big leagues for a few years.

Extreme_Coast8002

Am I stupid for buying SMR. Just feel like everything will dump at this point. 

Embarrassed-Sky6890

SMR really almost fucked me today good thing I had less regarded stocks to balance my port LMAO

Jpm907821

What’s the stock of the day to have the quickest bounce back ? I like APP, SHOP, SMR, MU, ALAB, RDDT, What’re we thinking for Kratos ER ? Had to rip ah right?

Entire-Stay-7108

Investors in $SMR should be cautious about the news of the partnership with ENTRA1. Theoretically, it is correct to have a finance partner to help them do mergers or source lower-cost supply, and one could easily relate the model by referencing Brookfield Renewable ($BEP). However, the reality of this partnership is totally reversed. In the Brookfield model, the massive asset manager uses its own billions to buy technology and build plants. With NuScale, the relationship is backwards: NuScale just paid its own "partner" ENTRA1 nearly $500 million just to exist. Instead of the financier bringing capital to the table, the technology provider is funding its own developer. This circular cash flow is why NuScale’s G&A expenses exploded by over 3,000% in a single quarter, a move that has already triggered securities fraud investigations from multiple law firms. If you look up the ENTRA1 website, it looks like a completely new setup that could have been built in five minutes. More importantly, look at the company’s team members and background—we don't see anyone who is actually capable of negotiating with factories or corporates with real energy expertise. When the money flows the wrong way to a partner with no track record and a ghost team, it isn't a strategic alliance; it's a massive structural risk that every shareholder needs to question.

Last_Bid6511

I’m a believer than nuclear energy could be immensely impactful in the future. It’s world changing technology if there is ever a way to guarantee safety and we don’t continue totally fucking the environment. It’s the only thing that is powerful enough to help humans circumvent climate change in my opinion. That said, the best advice I ever saw on this or in quantum computing is that “nobody knows who is the winner yet”. Be careful and pick the company you believe will last, if there even is one right now that fits your mold. For example, just because Oklo has dominated now is not a sign they’re the best investment. They had mega donors, but still have no operational factory or profit. This is my own hunch here - but what if things hit the fan in a catastrophic way, like an FTX level fraud within the industry. Not to mention a single whiff of a nuclear accident would devastate the entire industry for a while. Don’t nuclear reactors make prime military targets? (see Ukraine war where these sites were used as chess pieces) To me, I think we need to see at least 2-3 more big test before we know a company has any real staying power. It’s hard to say it’s a safe bet to invest right now. I’m risk off in this recent pullbacks, personally. My re-entry point for a long term investment would be 20-30% or lower of these crazy ATH prices. In other words, I’d prefer to buy/hold SMR below 8-9 bucks and Oklo below 30-40. Maybe put in 10k-20k, or something else that isn’t be betting the house, and try to forget about it. These companies raise complicated macro questions, and nuclear might ravage our energy pricing system for a while. I wonder how much nuclear-produced power will cost for the average person if Oklo or SMR et al. have operational plants? They couldn’t possibly sell it cheap, whether that’s to people or to businesses, even though their devices would be the most efficient source of energy we have. They have to recoup many billions and billions of dollars, and the consumer will ultimately pay for that! It has to be widely available enough to have any of the ideal world-changing effects - but it won’t ever be democratized unless an altruistic god took over these companies lmao. On the other hand, if the price to consume nuclear energy starts off (or stays) too low, then these companies might even fold shortly after starting a factory because they realized they’ll might recoup their (and their investors’) money with their lofty business models. I want in on this myself, and would hate to have nuclear FOMO, but I can’t make a good argument for investing there vs something else. Lots of companies will 3,5, or 10x over the next many years. You could make the same money doing something else that isn’t a big gamble on a nuclear futurist’s world. Here’s a story, call it a humble brag if you want: I’ve been invested in Limbach (LMB) since their IPO. They went on to really establish themselves. I left it alone (excluding one more buy in 2015) for almost ten years. It went up a literally life-changing amount before I started selling it off at different times since 2020. They exclusively just install and maintain large HVAC & water systems for commercial buildings lmao. It’s agonizingly boring. It’s also probably better than I could ever hope to do investing in nuclear companies. It doesn’t matter that my stock was not cool/ interesting. TL/DR: I feel like the biggest appeal of nuclear investing is it will satiate your FOMO. Buy some and check back in 5 or 10 or 20 years. There are tons of other things that can pay off the same or better, though. Nobody has ever been awarded “style points” in personal finance for picking a cool company!

bone_a_fide

Look into OKLO as well and what they are doing at ORNL. OKLO and SMR are my positions.

Extreme_Coast8002

Buying 1,000 SMR share. Reason being I like nuclear. Don’t know why but I do. 

C130J_Darkstar

If you mean that in the literal sense across SMR companies, then that’s true across the board. The reason why I think Oklo will have their product first to market, is that their design is a scaled up replica of EBR-II, which ran for thirty years straight at the exact same site (INL) that Oklo broke ground in September. It’s old 1960s proven technology that they are actively building now, and will only cost them a small fraction of their $2.5B cash to do so for FOAK. Now, compare this to others- when you look at first commercialization targets, all other public SMR competitors won’t have their first plant online until mid-2030s at the earliest (8 years behind Oklo) AND they face perpetual dilution until then… whereas Oklo can project finance going forward at this point and have said themselves there’s no need to issue shares. Sorry, long ramble, but it’s a night and day difference when looking across the SMR landscape. Whether or not you want to invest in SMRs is a different question altogether.

Chemical_Water1303

SMR is the only company with any working product and proven ability. Scale is a challenge and thats why there is skepticism. It is a long call.

FrankelloHello

Guys me and my kiddo will never get out of this shithole apt unless SMR goes to 100.

Icy-Sheepherder-7595

Exactly 2 SMR's exist and are operational in the world. One in China and one in Russia.

C130J_Darkstar

Yes- META, also broke ground in September on Aurora and were awarded three of the eleven total Reactor Pilot Program projects by DOE to fast-track deployment. Their 2027/2028 FOAK commercialization target is far ahead of IMSR, RR and SMR which are all mid-2030s and they have like $2.5B cash with a strong balance sheet and proven tech.

Justanunknownauthor

Interesting! Just started looking into SMR. I’m in TN so it’s nice to see someone involved with TVA. We are getting a lot of new Data Centers here, especially at Air Force base in central TN. What are you thoughts on SMR? I see they’re burning cash like crazy with no income coming in to balance it out… which I know is hard for start ups. How much do you know about SMR?

Davetology

Yeah an AP300 is gigantic and far from a "portable mini reactor" there's zero plans to build anyone yet and someone having that little understanding should not invest in this space. The nuclear energy story being hijacked by the SMR Ai hype is so annoying when it's about so much more.

C130J_Darkstar

Most of my posts and engagement are SMR-sector wide, as I co-moderate an SMR subreddit and follow the space very closely.

salty0waldo

Westinghouse does have the AP300 SMR, which uses similar technology as the AP1000 PWR. But I don't know what was meant by mini reactor lol

CommonSensei-_

Coinbase, Mara, SMR, oklo.

lolman9990

SMR

ChucktheDuckRecruits

I bought a handful of SMR shares since we hire in Tech for them and have tons of positions open and plans for expansion. It’s gone straight down since I bought, but I’m not selling.

Serenaded

I'm long on OKLO, SMR, LEU, NNE. There's too many reasons why this is going to be a future trillion dollar industry.

davideeng

Hey! Sorry I’m late to this thread, but I just wanted to add I have almost an identical portfolio to you : RKLB instead of ASTS, NBIS, CRSP, BULL instead of HOOD, and for nuclear energy part, was debating between TLN or VST instead of SMR. What are your thoughts on those 2 (TLN and VST)

daichimori

Bought SMR right now simply because the chart looks good imo

C130J_Darkstar

Like every SMR company? Their SFR tech has 500 reactor-years of precedent globally and is a scaled up replica of EBR-II which ran for 30 years straight at the exact same site they are building at today. This is old, 1960s technology.

OkIntroduction9139

bullish on SMR, think OKLO is more meme-ish

TotalArgument5072

https://preview.redd.it/9m74lrkomekg1.jpeg?width=1179&format=pjpg&auto=webp&s=f5452e6d7ef98815802b5c3fe5396c380d581dbc SMR is a speculative nuclear play where long-term upside hinges on project execution, regulatory progress, and securing meaningful commercial deployment.

Traditional_Ad_2348

I dumped OKLO. Bought SMR and FLR.

C130J_Darkstar

They are well ahead of $SMR and heavily discounted- average PT across all 20 analysts is $130 ($90-$175) and most aren’t factoring in recent META deal.

nitayrabi

MoneyTrail's take: If you’re looking for “hope” in OKLO/SMR: yeah, but it’s the boring kind. These aren’t “next quarter” stocks: they’re build-a-reactor, get-licensed, don’t-dilute-me-to-death stocks. OKLO straight up says in the 10‑K they haven’t built a plant and don’t have binding customer contracts yet (Equinix is an LOI, not a PPA), so the price is basically vibes + headlines until real contracts/reg milestones show up. SMR has the extra kick in the teeth of Fluor selling/overhang. So the play is either: treat it like a 3–7+ year moonshot and size it like a lottery ticket, or don’t play: because leverage + nuclear timelines = liquidation speedrun. [Can have a look here](https://moneytrail.ai/share/9eb02e79-1ea8-4b3f-8488-c574f348095e?source=share&channel=copy&utm_source=reddit) https://preview.redd.it/ru41xd5l4bkg1.png?width=1082&format=png&auto=webp&s=a805927d93060643042349f1d487d7d9ce692d94

spacegrab

My SMR is eating shit but my smaller ENPH position has been fire. Really tempted to shift everything over.

FrankelloHello

I buy SMR a lot, but I also like getting my nuts stepped on by my girlfriend

attila954

SMR has a real, licensed design. The main issue they face is that small reactors are inherently less fuel efficient than larger cores and this makes their cost per kWh higher as a result. They've been working to uprate their design to get more energy from the same amount of fuel, but that makes licensing harder and limits the space for future uprates. Oklo doesn't have anything close to a working design and if they ever get to one it won't be for at least several years. That said, the SMR market is primarily hype-driven and outside of very specialized applications smaller reactors really suck. The appeal of SMRs is that if you're an impatient executive at a utility company you want to see results before you take your next job in three years. The idea was created as a response to solar and wind being factory-made and quickly deployed in small pieces.

x2eliah

I am a bit pessimistic about SMR because they in particular have had a very rough go around site designs and compromises they had to do for compliance reasons. They have the nice ticker but they are not leaders in the actual small-modular-reactor space and they have taken on pretty bad financing that now costs them.

GringottsWizardBank

GEV is the real SMR play through its partnership with Hitachi

ImSpezialDawg

My SMR, will he ever come back to life?

option-trader

They had some earnings, not earnings power. They are comparing CSCO's p/e of 196 in 2000 to MSFT's current p/e of 25, META's current p/e of 27, and NVDA's current p/e of 46. To me, that's the difference. There were no earnings power back then like there is today. MSFT and META are not going to see a -25% revenue drop if AI doesn't go well like how CSCO's revenue dropped from its top in 1999 to the lows in 2000. That means NVDA's revenue isn't going to suddenly drop 25% because MSFT and META will continue to power NVDA's revenue until they feel like they finally want to stop. CSCO didn't have that same revenue stream. Once everyone found out that tech back then was 1000x Pets.com with no earnings, CSCO's revenue stream crashed. MSFT and META can afford to waste $200B this year without worrying, because they'll have $200B by next year. Now, for those buying OKLO and SMR or crypto turned AI data center like IREN, it should be fun to watch.

Emilio___Molestevez

C-17s flew a nuclear reactor over my house last night so I bought more $OKLO and $SMR

Money_Ad8862

Buy more SMR. It will be $60 a share by the end of the year. https://preview.redd.it/6esump05q5kg1.jpeg?width=1179&format=pjpg&auto=webp&s=7a0e2beea6d30c4fa3bafec919c0938bf5367ae8

Justzyn_Jefferzyn

Pretty funny to me that my best investment ever made wasnt calls. Rolls Royce shares $1.75 dollar cost average, almost to $18 now.  Bought because I knew airline traffic would eventually pick back up and somehow it also turned into an SMR play. Thinking of shedding a few hundred more shares but keeping the bulk for a long time ahead 

DegenBagholder_

The implied move for NuScale $SMR is 20% next earnings (25 feb), any regards with DD or opinions? I need hopium

DegenBagholder_

Same, I'm balls deep in $SMR but I'm down 50% XD

point_of_you

I wouldn't say they are a monopoly - plenty of others in aerospace, military tech, and even a few SMR options... (stay away from the ticker $SMR itself unless you like losing money lol) I think as far as military tech and aerospace goes, **America is kind of becoming a joke and losing credibility and status worldwide**. That gives a foreign company doing the same thing an edge (I also bought a bunch of SAABY who no longer makes cars but still is European aerospace and military tech, they are doing great!)

DegenBagholder_

$SMR is starting to look like $KMS

point_of_you

Stoked to see Rolls-Royce mentioned here! Rolls-Royce has been my number one top performing stock of all time and still has room to grow When I tell people about $RYCEY they tilt their head and ask why the hell I'm investing in European luxury cars... (they don't make cars anymore. It's an aerospace/military tech/nuclear SMR play)

point_of_you

Rolls-Royce has been my number one top performing stock of all time and still has room to grow When I tell people about $RYCEY they tilt their head and ask why the hell I'm investing in European luxury cars... (they don't make cars anymore. It's an aerospace/military tech/nuclear SMR play)

FrankelloHello

Fellas let’s meme SMR to 100 (so that I can pay my rent next month)

Rock_or_Rol

I agree! I mean, AMZN is the lead investor in anthropic and breaking ice in SMR tech. AWS has a huge moat. They also have blue origin… I’m surprised they’ve been so neglected tbh. I think they’ll do well this year https://openai.com/index/new-result-theoretical-physics/ This just dropped too. GPT is debatably showing novel methodology. That is the crux of the whole AI investment story

spacegrab

Sandisk is gonna break $1k. I already sold some to move to SMR, small nuclear reactors.