SMR

MorrisseysRubiksCube

Texas would put a nuclear power plant in a children’s hospital cancer ward. Former Texas governor and stupid idiot Rick Perry is in deep with SMR. Buy SMR shares.

the42the

Doubled down on SMR calls

Midnite_07

Someone push SMR to $16 please... 🤑

Rock_or_Rol

Meme stock report. Quantum ✅ Photonics ✅ Drones ✅ semis ✅ SMRs ◼️ IMSR. RIOT’s partner to produce like 8 SMRs at their new data center. Decent earnings. Crazy cash from SPAC. DOE pilot program, which the only other publicly traded SMR company on it is OKLO. Low enrichment fuel cores that last like 50% longer than competitors. Deals with Westinghouse. More efficient operation due to salt heat transfer system. NRC just returned their safety evaluation insanely faster than anyone expected. DOGE, failed at saving tax dollars, but they cut nuclear regulators. Pilot program is based in a Texas university. RIOT is Texan. Perry is in the energy space now. RIOT jumped like 20% on the *low commitment* news. Easy math for other data center companies My favorite play rn. Good luck!

agavefrog

$SMR Put 0dte it’s crashing

Midnite_07

SMR to $20 EOD... lol

General-Oil293

SMR ☢️ 💰

General-Oil293

SMR under 12 is a buy… good options too 🤟

the42the

SMR nuclear early play

CrowVast

Nuclear hasn’t run yet! I feel like SMR, OKLO, CCJ, etc could be next

the42the

SMR

CrowVast

All this talk about AI and the way to power it hasn’t been brought up yet, SMR and OKLO are next

the42the

Everyone talking about AI and missing what’s going to power the AI. Nuclear is the only way, Altman is behind it too. These haven’t run yet- SMR, OKLO. Moon

WishboneMajor7915

SMR, it’s the only other one he has mentioned that I know it. Gotta power those data centers!

cowboynude

LEU — monopolistic upside (only western licensed HALEU enricher) if AI supercycle drives energy demand to nuk ren. BWXT & GEV — if LEU is the fuel of next gen tech’s electricity demand, BWXT & GEV are building the engine (the reactors and grid). If Oklo and the other SMR designers are panning for gold, LEU, BWXT, and GEV are selling the shovels.

Maleficent-Grab3045

SMR!!!!!!

Simply-Serendipitous

Same flavor: SMR / NLR

FrankelloHello

SMR - let’s suffer together!

BigWarning8696

The nuclear SMR to charge it is extra

sandstone-oli

sold MU way too early, same story. saw the HBM thesis, took profits at what felt like a stretched valuation, then watched the rerate happen without me. lesson learned. my take on the next bottleneck: power is the one that looks most like where memory was a year ago. everyone knows data centers need more power but the market hasn't fully priced in how constrained the build out actually is. nuclear and SMR plays are getting attention but the real bottleneck is grid interconnection and permitting timelines, not generation capacity. the utilities and infrastructure names that own the connection points to existing grid capacity are the quiet winners. networking is real too. every time you scale a cluster the east west bandwidth between nodes becomes the chokepoint before the compute does. that's the AVGO and MRVL thesis and I think it holds. custom silicon for inference is the other angle, the training capex cycle is peaking but inference demand scales with actual usage and that curve is still early. the one nobody is talking about yet is the software infrastructure layer between models and users. hardware memory got the rerate because it turned out to be the physical bottleneck. software memory governance is becoming the application bottleneck. every AI product that scales past demo stage hits the same wall: the model is smart enough but the context management around it breaks. that's not a chip trade but it's where the next wave of enterprise value gets created. of your list I like MRVL and AVGO most. networking is the bottleneck that compounds with every new cluster deployment.

InclementBias

I dont know any of them except for Oklo which is always posted on WSB and the like. I don't get how a publicly traded SMR hype company without a real tangible demonstrstion of product can be such a meme stock other than the reality that many SMR players are not publicly traded and thus not eligible for the hype cycle (plus, Oklo has been around for a minute and seems to be an insider politically with the administration). I cringe at any suggestion of Oklo and feel it will eventually be a massive bag held failure.

Anxious_Cheetah5589

With data centers driving electricity prices, and the inevitable blowback, small modular nuclear reactors should do well. SMR OKLO MME. No positions yet for me. So far they haven't done shit, but I'm watching.

Jelopuddinpop

I'm looking at power generation & storage. $SMR & $QS

DesignerSea494

Oh see? You know I’m right. Go play solar or SMR…

Legitimate-Sock-4661

Why MSFT? I do agree SMR has huge potential.

FrankelloHello

Gotta be SMR

FrostyCauliflower189

> SMR Could someone explain what happened to smr ENTRA1 lawsuit? Is that a serious issue?

Midnite_07

SMR is making a move... NRC-approved SMR design, Gov. connection is very strong, Connected to a major 6GW project.... The future is bright

Midnite_07

SMR to the moon...

Evil_Patriarch

Man...I thought I was sooo smart when I bet on SMR instead of OKLO. Silly me thought the one that already had an approved design would be the one to take off more. I really suck at this

Midnite_07

SMR???

Midnite_07

SMR.... LET'S Go to the moon...

Sweet-Success-2019

Don’t get out in front of your skis kid. Take it easy. I became financially literate in my late 50s. I buy and hold. Sometimes I take profits and add to my portfolio and just sit on them. I started investing 30 months ago. Turned 10K into 80K in 24 months. Added another 10K cash to my account and now sitting at 110K on 20K invested. All I do is read a bit, apply common sense, and buy and hold. As an example, around 24 months ago give or take, a stock came to my attention because they were successfully putting satellites in orbit. Shares were $7.50. My common sense brain was like “7.50???” I bought 600 shares. Many analysts and pundits overthink their choices. The stock I bought at 7.50 was RKLB. Today it’s pushing toward $140. Learn the basics, don’t get greedy and buy common sense stuff. Among my other stocks in my portfolio are LUNR, PLTR, APLD, FLY, SERV, ACHR, EVEX. ACHR and EVEX are long term hold and very speculative. Taking some profits today and buying SMR. Nuclear reactors for 12 a share?? First company to get Nuclear Regulatory Commission approval?? Two different approvals at that. Ya. Again my common sense brain says DO IT….buy and hold. Good luck.

BluejayFast9080

SMR 🤌🏻🤌🏻🤌🏻

clingbat

SMR is probably still 3-5 years away from commercialization, the first one just went to INL for initial testing and certification. And I've talked to staff at Oklo, yes hyperscalers are on their radar, but so is the military who will likely gobble up plenty of what they can produce. Plus you can't just put SMR's nilly willy all over, NRC won't allow that any time soon. So what, you set them up at existing nuclear power stations to cut down the red tape? Then you haven't solved the T&D problem at all which is the bigger issue...

dedpossum

Valid, and you obviously don't need me to say it. But I think you might be missing the forest through the trees. We've already used micro nuclear on warships and submarines for decades and they're not even walk away safe. The corporation that own congress want SMR and states like Georgia using imminent domain to build data centers, pissing off the masses are playing to that lobby (almost by design). Walk away safe reactors solve this bottle neck quite effectively and allow Corps like Amazon to build data centers in the cheapest places possible then turn around and supply surplus ELE to the masses. I'm sure I'm not exactly right, but I thinking this is the right direction.

StunningAlternative2

SMR are supposed to solve the cost and building time issues. It is still more expensive than solar, but runs 24/7 anywhere. Datacenters like cold environments with water. Solar works best in arid and hot climate.

Used_Salamander_3532

Down 50% n SMR and OKLo . fk nuclear

cultoftheclave

could've been worse, could've been SMR

ApolloRT

No not at all, OKLO and SMR dont even do the dame type of smr reactor. OKLO has already partnered with NVDA and META and they are also focusing on nuclear recycling. They have also said they will beat DOE's deadline of criticality before July 4th.

Complexity323

wait for the US government to take a stake in SMR and OKLO to accelerate the industry just like quantum computing

Emilio___Molestevez

$OKLO might surprise some people by actually building something pretty soon here. might not work, might not be commercially viable or successful, but it's already in a different category than $SMR

Archer_30

I bought 40 SMR leaps call contracts with a 13 strike. Time will tell.

Practical_March2024

Is OKLO a scam too? SMR, I had a hunch, it is going to be a scam.

AncientAd3846

Anyone wanna weigh in on SMR?

Serious-Virus6078

SMR if they ever actually get a contract

dominic_l

would buy but horrible timing on entry. market over-juiced on semi's right now. investors damn near maxxed out their capital on long position. a more reliable asymetric bet right now i think is nuclear energy, specifically small modular nuclear reactors. $SMR for pure nuclear play or $URNM for broader market capture. prices are in the basement right now. but its a multiyear ai related play on power generation if you have the patience.

Catwz

**!banbet SMR $15 7d**

Catwz

**!banbet SMR 15 7d**

DesignerSea494

I have a hard-spot with the tech. It feels like the SMR hype. They seem to be at least 5 years or more from getting it right.

dedpossum

Thanks for posting something intelligent! I get that your post is a copper thesis, but, I think the real bottle neck to both AI and Quantum, but more AI are datacenters who's bottleneck is actually grid power. Quantum by design uses a fraction of the power and materials than a GPU rack. AI is set to replace a ton of white collar workers and corporations desperately want that to happen, hell Georgia is already pulling imminent domain to replace farmers land with data centers. Imagine that cast system! I think if we are looking at mining plays its going to be uranium, then upstream TRISO, to SMR's long before copper becomes an issue. Walk away safe reactors are the only way we are going to get this done with out pissing the population off. There is a pretty sweet little ETF called SMRF that literally catches the entire stack in some of the ways you mentioned, but I'm a retard.

mneymaker

i am not saying I hold any direction or tickers in specific. But I would REALLY appreciate it if: 1) US - Iran accept latest peace offer and both leaders expect to talk the final details in Pakistan and 10y yield flash drops to 4.2% 2) Anthropic announces deal with a US-Euro really efficient neo cloud and AI cloud provider 3) First SMR succesful deployment in June 2026 4) A cow sound ticker, goes crazy up after those memory costs and additional NVDA revenue implications get digested on open

Nghtmare-Moon

I'm hearing we're pivoting back into Nuclear stocks. OKLO and SMR will lead Iran into a new legal YUUUGGE Nuclear deal

Nexism

Existing nuclear and SMR is not the same game. DCs can't get data from the existing grid (due to various reasons), so they either need their own energy supply (SMRs), or they short circuit and build next to an existing power source thereby skipping the grid.

Rock_or_Rol

RIOT announces SMR partnership with IMSR. RIOT market cap proceeds to increase by 35%sh (3 bn). Granted a lot of that is due to the new data center, but it seems like easy math. Announcing the partnership is fairly low commitment. Energy is the next bottle neck if the market holds. How long until APLD, MARA, or whatever data center stock/mag 7s catch on?

TheGreenBastard8934

Im in CEG and VST (more established power players and safer bets) as well as OKLO, SMR, and NANO as they are more speculative but I bet one of their technologies wins out. Larger investments in the larger CEG and VST and about a 3rd as much i put on the small modular reactor pure play companies. Data centers need power and if they want to do it carbon free then they will need some form of nuclear.

scottygras

I’m gonna upvote you because someone downvoted you for saying that small modular reactors are a real thing. Maybe it’s an anti-China thing…idk. An SMR could power the whole town I live in. Utility companies that have a monopoly are a major issue.

wrongrobertpatrick

SMR at 10 — the only SPAC to really touch the sky and fall back to SPAC prices

doctorsidehustle

Cheers! I like exhibit 5. Take a gander through the list. Identify what did not pop during this last up-swing and invest in that. For example, I’m not going to buy the star equities in the semiconductor (think AMD), cloud services (think NBIS) or space right now (think RKLB). It’s just too hot even with a little bit of steam blowing off over the last two trading days. Digitization has had major corrections and is starting to make a limited comeback but the critique about their moats in the face of AI is still out there. The areas of growth that are nearing support are nuclear (OKLO, SMR, etc), battery, robotics (eg SYM), and future air mobility (ACHR, JOBY). My favorite with short term catalysts is ACHR. Major PR moves tied to World Cup. It’s not as good a company as JOBY (which I’d choose if I had to pick one of these for a long term hold), but it’s a nice short play.

Embarrassed-Sky6890

Realistically what are the chances SMR hits $12 before Friday

Neither_End8403

 "...the US is going to dig in its heels even harder on fossil fuels." I seriously doubt that will last. But electric generation and distribution are certainly looking like growth industries.  "...I think the regulatory structure will *really* be loosened..." And that might not be a good thing for nuclear power. Boeing is still paying the price for failing to follow its established standards and practices. Nuclear can't afford another Three Mile Island, even if it's only an SMR.

GhostHashira427

Bought SMR today as an entry to a long position.

Mediocre_River_780

OKLO or SMR have built small modular reactors for several military bases around the country and probably other undisclosed projects. How do you think nuclear subs work?

FreeNicky95

SMR and hold for 5-10 years. Should 10-20x .

FrankelloHello

SMR bc why should I suffer alone?

Hobbes93

CEG (Constellation Energy) is the largest nuclear operator in the US. They own and operate 21 reactors across 12 plants, which makes them the pure-play nuclear story that actually has reactors running today (unlike Oklo). They’ve been signing power purchase agreements directly with hyperscalers like Microsoft for carbon-free baseload power. If you believe in the nuclear + AI data center thesis, CEG is the operational version of that trade while the SMR names are still years from commercialization. It’s a great name on both a structure and demand basis, as well as a political perspective if the next administration is “greener” as a lot of folks suspect. Not nearly enough hype for CEG!

Spiritual_River00

I'm buying VOO and a small allocation to Keel, UMAC, Poet, and SMR. I just trade those. I buy the dips and set trailing stops at 25% - seems to be working out. 

point_of_you

RYCEY has been my top performer, bought it specifically because they are getting into modular reactors... been adding more when it dips into the $15 range https://www.rolls-royce.com/innovation/small-modular-reactors.aspx#/ Otherwise I'm in just about everything nuclear and uranium related. Basically green on every position except for some of the newly introduced ones like NUCL/JAGU/IMSR. Worst picks and only big reds in my portfolio has been NuScale SMR (-46%) followed by Encore Uranium EU (-33%)... otherwise very happy overall, and maybe those ones will work out if I hold long enough. Still adding to these to bring down my average but IDK, might be throwing money away on bad picks or maybe they are just discounted. Really thought OKLO was gonna be a giant scam but it has vastly outperformed CEG which seemed like a great choice (bought both around the same time last year). Nuclear is my biggest gamble and will give me retirement money if it plays out right, so I'm buying back a little bit of CEG now that my remaining position is down 6% lol Ultimately I feel like we are in the "fuck around" phase of trying to meet rising energy demands, and 5-10 years from now we will "find out" we need nuclear energy one way or another!

tastysprockets

I mainly watch uranium + nuclear energy ETFs on my watchlist since 3 montha or so, those ETFs are up between 65 and 100 percent in the last 12 months, so I refrained from investing yet. I learned that uranium content per mined ton of ore is falling, so it will get more costly. If the SMR thing will actually scale and be profitable is also mostly unknown? I don't know honestly, I am super on the fence on this whole sector and I am afraid that my personal convictions and believes stand in the way of investing money here. (Personal opinion it is a super expensive technology and I don't see that changing even with SMR, it is on the way out. I can see the AI/date center angle though).

itsadiseaster

The SMR, NuScale dilluted their stocks massively when Fluor decided to sell their shares. They also fired half of their engineers on the spot when they succesfully finished the design. Not touching this shit with a 10ft long stick. Waste of a stick.

hottentotz

GE Vernova x Hitachi is my pick for SMR. They're already building one in Canada and the only Western company doing so. As for renewables, I'm getting an impression that storage is the bigger issue. I kinda like the idea of liquid air(LAES) since more countries can make it in different types of geography in comparison to hydrogen one. I'm hyped for salt batteries by CATL too. All in all, I don't really know, but just excited about many experts and smart people having the incentives to find a new source :)

FistEnergy

Not sure if SMR is going to zero or a hundred, but it's at my buy level.

PerilousPontificator

I have a 10% position in VST, some others I am have rotated into: PATH SYM FANUY ABBNY SMR OKLO

C130J_Darkstar

Some SMR companies will be hitting criticality before 7/4, I believe OKLO is the only public company that’s on target to do that with their Groves reactor in Lockhart, TX.

FreeNicky95

SMR is an easy 2x short term like within a year

Rock_or_Rol

IMSR beat earnings. Partnership with RIOT for a data center SMR earlier this week. IMSR and OKLO are the only two publicly traded companies on the DOE pilot project A steal imo. Probably priced right in an average market, but not with our froth and energy headwinds. Good luck!

Mammoth-Water-4711

Grid-scale needs new transmission lines — that's 5-10 yrs and tens of billions. Hyperscalers are signing PPAs *right now*. AI demand's not gonna sit around and wait for that. **SMR**s seem like the obvious fix tbh — drop one next to a data center, bypass the grid altogether. Hence all the hype around CEG, Oklo, NuScale — that's the whole bull thesis in a nutshell. But one accident anywhere in the world and the whole sector gets nuked in a day. Doesn't even have to be in the US. Nuclear was radioactive *as a topic* for decades after **Chernobyl** and **Fukushima** — people forget how fast that sentiment snaps back. That tail risk isn't priced in. At all.

A_J_C_08

17.4 trailing PE and 32 forward currently. I thinks it’s at fair value considering the potential for SMR but your comments on the geopolitics are fair.

Anon_96818

Closest to having a commercially operating SMR. Agreements with NVDA and META. $2.5 billion in cash while only burning $33 million last quarter. Lots of high level government connections. Business model encompasses building and operating plants, not just building them, simplifying and streamlining the process for their buyers. Deals with Siemens and KHNP for long-lead components. These are the big things that separate them from their competitors in addition to all of the regulatory and macro headwinds that are game-changing for the entire industry.

C130J_Darkstar

How many SMR plants in North America are in operation right now? Zero. Point is that OKLO is a first mover (late 2027) and well positioned with a hyper scalable model.

WhoreIn_Buffet

How about SMR?

SoupZealousideal737

A lot of people here have never heard of Rolls Royce, not the car. Go check out their SMR technology, best in class and factory made ready to rip reactors. They’re about to start printing these once the supply chain is operational. They’re going to win the nuclear race in Europe and have already won the UK. Clear winner overseas and wouldn’t rule them out of USA either.

Primary_Olive_5444

[https://www.bloomberg.com/news/articles/2026-05-12/activist-ananym-urges-bwx-to-make-commercial-nuclear-reactors](https://www.bloomberg.com/news/articles/2026-05-12/activist-ananym-urges-bwx-to-make-commercial-nuclear-reactors) **Takeaways** by Bloomberg AIHide * Ananym Capital Management is pushing BWX Technologies Inc. to use its nuclear reactor manufacturing capabilities for commercial use. * Ananym says BWX has the potential to more than double its market value by 2028 through licensing or developing its own design for a small modular reactor. * Ananym is encouraging BWX to redevelop its design for a pressurized water SMR that it shelved in 2017, which Ananym thinks would attract significant buyer interest and result in substantial long-term value creation. https://preview.redd.it/7blywamnrz0h1.png?width=1802&format=png&auto=webp&s=77c70be6e9d466631bc7d6a2b6b6cae140ccf3b8

Rock_or_Rol

RIOT announces partnership with IMSR for an SMR Riot ⬆️ IMSR ⬇️ My port ⬇️

jmooree28

You were right on only 1 thing. The HQ. They won't burn even close to what you said in cash. They have over 2 billion. They indeed actually DO have binding contracts. They will bring in revenue in 2026 from its isotopes business. Which is 1 of 3 business planned buisness segments. Im not gonna say it's not mostly priced on hype and the idea but they're in execution stage. Don't invest in the stock if you can't stomach risk. Theirs a reason this stock has the price it does compared to other SMR companies. If they succeed on what they're working towards this is gonna be a very lucrative company. Short it if you want. It's not my money so I don't care. I'd advise you not to though. I used to be hesitant on the company until I spent a lot of time looking into it. I'm now bullshit. Currently only enough to be okay with losing the money I put into it. But towards the end of this year that will likely change and I'll definitely start loading the boat then. They have enough cash to achieve buildouts and operating expenses to get to revenue. CEO assured this if all goes to plan on target dates.

Xzlk

Ah, yeah an ETF will do just fine. I’m specifically asking about the OKLO & SMR types. Photonics is coming.

C130J_Darkstar

OKLO met the earnings target, huge surprise (miss expected like $SMR)

Stocks_N_Bondage

Basically, the IBD EPS and SMR ratings high, accelerating institutional interest, chart has certain technical characteristics I look for. And I sense that a miss is priced in, so the surprise if there is one is probably up.

Powerful_Wishbone25

Nah. You need power NOW. Too long to build a plant and SMR tech just isn’t quite there yet. We should have been building nuclear for the last 30 years. But that’s a different discussion.

raffyoh

Small modular reactor companies OKLO XE SMR etc

N00b_mom

There are no potentials. People will say we can get he-3 from the moon…I don’t think they would send it back to earth it would make more sense to keep it in space. I think fusion has been 20 years away for like 70 years. Fission is closer to reality. Look at NNE and SMR

nvictas

If you wanna keep riding the AI boom, I'd look into the next potential "bottlenecks". Aside from memory (SNDK, MU, etc), there's optical / network (ANET, POET, CRDO, etc), and then there's gonna be power and energy bottlenecks for sure (CEG, VST, OKLO, SMR). Those are some of the tickers I have on my watchlist in the next 3-5 years. Not to mention the quantum plays in relation to AI, which I think will be in the horizon in 5-10 years.

dedpossum

It's hilarious really we went full speed to stop. The only way to push AI forward is to make the average consumer pay more for power and people are wise to the game. Solar, wind, gas, coal, bio fuel (chop up the forest behind the power plant and burn the wood) just wont' be able to cut it. Walk away safe SMR is as far as I can tell the only play to make the size of data centers we want.

Suspicious-Post5841

I always preferred thinking with my dick…425 shares of Oklo, 1350 of SMR

Two_jabs

How long have you been trading? Its a huge learning curve. You will make some mistakes. For instance, I came up with some dumb arbitrary rule for myself that made no sense but at the time I thought it was a good rule. I had SMR for real cheap, it made a huge run up, and I held onto it because I believed in the company. Well it went down even lower after the run up and now I'm in the red on it. I still believe in the company, but the fundamentals werent there. If I was smart, I would have sold and re bought in knowing that they werent ready to hold their run up price. After that, I said I'd sell any stock that I was up over 200% on, and then because of that I sold stuff like MU and GLW and now those are waaaay higher. I should have known that those werent the kiind of stocks to sell,. They had great fundamentals. Even though I was way up on them, I ended up losing out on mad profit. It's a balance, and you have to be knowledgeable and up to date about the positions you are holding. That being said they were real good learning experiences, and luckily I didnt even lose any money, just lost on potential gains.

Rock_or_Rol

I like IMSR for the SMR thing Earnings next week I think they’ll have updated guidance on. Low enrichment HALEU fuel helps supply chain. They’re on the DOE pilot project and are breaking ground soon. Still haven’t been bought up like OKLO and they have a small float. They were awarded a project with RIOT earlier this week. Westinghouse deals I said it after 🥭’s SOTU, but I guarantee you he will subsidize them by the time his term is over. Billionaires seem to all have their own SMR company.. bezos, gates and I’m sure there are others NEXT for US based LNG liquefaction if the UAE/bahrain receive more missiles. It’s the only one in the states and TBH, the US should abso-fucking-lutely subsidize it to expedite its timeline for massive export revenue amidst the Iran and Russia/ukraine conflicts, I doubt they will though. It would make a killing. More of a boomer stock but it has some volatility if you’re interested in more of the investment side of things I think rare earths may be the play again going into China trade talks too… after we’ve been sanctioning them and fucking with their oil? There *has* to be some friction coming up unless we completely capitulate on Iran

CombinationWaste7363

They had approval and overran so hard to project was cancelled. Check out BWXT they run profitable nuclear for gov contracts. They have an SMR devision, when these are ready to be produced they will do it profitably or not at all. Right idea but look at the company execution, cuz at the end of the day that’s what matters. They could have a miraculous turn around leveraging prior r&d with tighter execution, but wouldn’t you want them to prove it first. All nuclear is trading for a premium PE right now. Might as well pick one that has a way to survive or some cash flow

Ephemeral_limerance

A lot of companies are joining this space. Working on a spac acquisition for similar SMR still in development.

Leakyfaucet111

I sold an $SMR put expiring tomorrow. Let’s see if price spikes past $14 🤷

CompetitionCurrent77

i probably jump into nokia trm if it dips lol but no cash. I bought some other weird sotck. SMR and SERV - dropped more