SMR

dicklightning94

HOND gang check out GIG. It’s a SMR concept valued at 2 billion and the founder/CEO looks to be about 17 years old. Stock is at 12.50 but it’s a SPAC so can only go down to 10 but can go up to whatever. Definitely dog shit but maybe it can get in on the nuclear hype

Rootlevelprivileges

Going in on SMR. Smaller OKLO sympathy play

sadferret123

I made it a point to not hold too much overnight, so I closed SMR last night and kept ASPI open.

Dazzling_Occasion_47

Oklo is not a "proven design". They have no reactor built yet and don't even have NRC license. NuScale's SMR is not a proven design, for that matter, though they at least have an NRC license, nor the BWRX-300, nor terrapower's, nor nano's. None of these smrs are proven anything because they haven't been built yet. They are all paper-reactors. When they have built one and it works it will be proven.

Available_Chapter685

Things that are worth taking a look at SVII - USA's largest uranium deposit +SMR tech (best play imo) DMYY - quantum computing software (real company) WLAC - more quantum computing software (less of a real company) CEPT - Securitize (tokenization with revenue and institutional backers) GIG - SMR tech concept but could run purely on hype (stil cheap) AEXA - no target but potentially big - run by Scamath

Crypto_Knight88

And ride we shall amigo! I wouldn’t underestimate the competition in this sector due to China and the US desperately draining funds to be able to win this race first. I wouldn’t bet against something two super powers are wanting for control purposes, it ‘ll go way beyond just SMR’s.

PushSwimming

SMR is the real company compared the SCAM Oklo

rando9999912

Any of you regards that are balls deep in SMR, UUUU, or OKLO ever heard of Chicago Bridge and Iron or Westinghouse? Just seeing how many mouth breathers haven’t even been in the market to member

ContemptForFiat

I talked my boss into putting 2.5k in last year when it was around $20. He sold 5k worth today after I suggested he sell and stick it into PSLV. He still has over 15k in. I am in SMR. Bought 2000 shares south of $5 sold rips and bought dips all the way up. Still have 500 shares. Made a mint.

spacetreefrog

Tbh I wish this company the worse. They have next for noting going for them compared to Nuscale ($SMR) but get so much more positive hype and analyst review. Shit dont make no sense.

Gzngahr

OKLO have only begun their dance with the NRC which can take 7+ years and are very likely to NOT fast track anything, particularly something new and unproven . NuScale $SMR is already past that hurdle but doesn’t have a “celebrity” investor like Altman. The tides could quickly turn if NuScale can keep their head start to market. Neither is likely to have a working reactor before 2029.

MuggsyBogus1

You posted a picture of their concept SMR reactor building which will eventually be located in Idaho....Then posted their office building.... unfortunately you're too dumb to know the difference

Even-Psychology-7239

OKLO, SMR NNE all the Nuclear Power stocks. The world will Soon be using this like we use electricity. Nuclear power will soon be able to power all Data Centers world wide . Which in turn will ease the use of your local utility suppliers. Nuclear and Uranium by 2030

michael2334

NKLR - next nuclear SMR play that just changed tickers now that the SPAC deal finalized. FOMO alone I think will make this run for a while

AsbestosDude

I think thats the story that applied in 2007 better than today. The thing is im not betting so much on SMRs showing up en masse What im betting is the existing supply and demand curve which is already struggling. The current demand for uranium in reactors is already higher than what mines are able to supply. The two largest producers of uranium have already come out and said that they cannot keep up with their own supply targets What i'm betting on right now is the structural supply deficit that has been building up for a long time.  I agree that the inevitability long term is likely going to encounter a lot of volatility. The reality is, there are no new reactors being built the US, and only two have been built in the last like 30 years. However, there are seventy being built around the planet and that's quite a few when we only have 440 total.  It's a good comment, but I think it applies more to SMR tech and companies

dismendie

I am not doubting you when the policy is to make minimum wage outpace inflation YoY and time over time you have now a different inflationary pressure/driver like wage side inflation… covid gave supply side inflation and war in Ukraine triggering energy side inflation… but it doesn’t help the middle… I would love to hear new ideas how to get UK into better position… maybe SMR energy off shore wind energy farm to supplement Europe… more green power transition manufacturing more criterial higher margin components in UK to sell back into the EU.. gas powered turbines… nuclear power desalination design with SMR… with a maintenance contract similar to ASML… figuring out how to drive growth away from London and into other parts of UK…

Ragnoid

It's like General Electric in the electricity boom of the 20s. Everyone knew electricity was the future so investing in it was a no brainer and GE was the most no brainer ticker name. Same with SMR now as nuclear is the no brainer. GE tanked along with everything else in the electricity bubble of the 1920s, after experiencing huge up swings before the pop. Disclosure, I'm trying my best to grab the short term swings around the rumor/news cycle, but long term it'll be a while before it returns to these prices after the AI bubble pops even though SMR is the inevitable future winner, just as GE was still the inevitable future winner. It feels like rope climbing a cliff at the moment. May your stop loss break your fall!

Hungry-Brain-3287

Ya, I got in around $4.20, you remember those DCAs. HOND and NKLR are real similar. HOND is still a SPAC and the board votes late October, if passed then it should change over to Terrestrial Energy's final stock ticker in late December/January. Its a salt based reactor which means it's way cleaner than it's competitors, but still early. I got in on SMR and OKLO early, this feels the same as that. RVPH - They have results coming out for clinical trials in Q4. If those are positive, it could jump to $4-6. But they are a micro cap and as a biotech company, they are likely to dilute the shit out of it, so you would need to babysit that shit.

Hairy_Muff305

This is one part of the business case for SMRs (Small Modular Reactors) - mini nuclear power stations without the 15 year build cycle and multi billion $ cost overruns. Americans are interested in OKLO for this reason. I prefer Rolls Royce, the experienced company with existing SMR contracts, ticker in US is RYCEY. Rolls Royce has the advantage of other excellent business streams such as commercial jet engines and defence industry contracts.

yolos_with_bears

HOND (nuclear SMR) or CCCX (quantum). Both have the potential to be leaders in those field, HOND target is on the same government programs as OKLO and CCCX target seems to be further along than the other public quantum stocks. Pick your poison. HOND merge is only a week or two out. NFA & DYODD.

C130J_Darkstar

This post is pure FUD and completely false. They have the best balance sheet amongst **all** other SMR projects, enough to fully fund their first several reactor builds. Also, their reactor is literally a replica of EBR-II, a reactor that ran for three decades continuously between 1964-1994, it’s a fully proven and reliable design.

Loose-Knowledge-

SMR is further along I thought...

C130J_Darkstar

I would never invest in SMR, their business model, outdated gen-3 LWR tech and history of failing to execute at cost is a dealbreaker for me. OKLO is the better choice. https://www.reddit.com/r/OKLOSTOCK/s/rgPOrY1jWk

Fishkillll

SMR tech, but nuscale is the fully permitted one.

Fishkillll

Israel asked Trump today for access to SMR tech during the big speech..

NardDog79

FYI SVII owns rights to the largest Uranium deposit in America. They also plan on building SMR's using it. Warrants are still pretty cheap on this one. Hasn't really been discovered yet. Worthy of DD. Thanks for $SVAC, I'll look into it.

tripstermcgee808

I’ve been balls deep in TMC, UAMY, DNN, and SMR since Steve posted the gospel. Shares and leaps. $10k into SETM (up 20%) for the broad exposure, mainly for UUUU, MP, and LAC, using profits from UUUU calls this summer. Let the mineral wars begin. Get the fuck on the train with at least some exposure to this if you haven’t. Fuck DD, just vibe with the mineral mafia.

CEOofBeanz

I’m putting SMR on the radar

Purple_Bandicoot_354

Personal favorite too, nuclear power is where it’s at. I like NNE and SMR too.

BobAndy004

The reasoning is 100% tariff on rare earths on China. All these data centers need to be powered and they are all ran by ultra libs looking for the best clean energy. How do you get enough clean energy for a data centers SMR- Small Modular Reactor. Or they will invest in an actual nuclear reactor plant. This will drive up American rare earth mining companies specifically uranium.

ContemptForFiat

I bought SMR at 3 and sold every rip and bought every dip. Made tens of thousands and use it to buy gold and silver. Easy mode

NorCalAthlete

I’m up almost 100% on the year on SMR and URA too

elliottguy85

NKLR from what I am reading is the closest to bringing SMR’s to market?

Mug_of_coffee

* 2x WEN NOV2125 9P ITM * 1x RIVN OCT1725 13P ITM (didn't realize this one was ITM. Opps) * 1x SMR NOV0725 34P OTM * 1x SOFI OCT1725 26P OTM * 1x SOFI NOV1425 24P OTM * 1x UEC OCT1725 12.5P OTM Usually selling .20-.30 Delta and anywhere from 7-60 DTE

IllBuyYourCar

Watching my 2x SMR shares bleed 15% AH only to V right back was nasty work

KittieNipps

Whoever bought my SMR puts expiring next week has also received my happiness free as a promotion.

Interesting_Tie_9767

China has their own SMR they’re the first to develop it. Instead of pouring money into them, they’d rather invest in solar. Cheap, safer, more energy efficient.

JPV_2025

SVII/Eagle Energy Metals Corp. holds rights to a large U.S. uranium deposit and proprietary SMR technology. I could not find where they got the proprietory Small Modular Reactor (SMR) technology. Probably from Govt. reserach lab.

polychris

The future is nuclear and they have a monopoly on US production of nuclear fuel and are the only ones with the technology and approvals to make HALEU which is the next gen fuel that all the new reactors use (eg $SMR) they also make highly enriched uranium for the government

Rippedyanu1

For mining no, in nuclear though take a look at ASPI (ASP isotopes). They're a multi isotope company like how UUUU is multi mineral. ASPI does ytterbium (medical isotopes), silicon 28 (quantum CPUs and GPUs), uranium 235 (HALEU), helium 3 (SMR and fusion fuel and medical isotope) and a few others. They legit could go from their rough 900mill mcap to like 10bill rapidly as soon as they're noticed. They have an MoU in place with terrapower (Bill Gates SMR company) already for HALEU supply. Supposedly they do with oklo as well but nothing said in publishing about it.

dicklightning94

I think HOND has potential similarly to CCCX. HOND is merging with Terrestrial Energy which is an SMR play similar to OKLO but currently at a much lower valuation even at $18/share.

PaperHandsTheDip

SMR? It's +150% on the 6 month. Literally every suggestion being thrown out there as 'not moved' has over doubled in 6 months lol. The other suggestions are like +430% and +1100% on the 6 month. "They haven't moved yet, trust!"...

Affectionate_Bison26

Totally, and I've been very happy riding it on the way up. Just get ready to ride it down too if money tightens up and companies have less budget for speculative technologies ... or the market spooks, takes gains and rotates to safe-haven stocks. I personally hope they succeed. SMR tech seems like a very good solution for our increasingly power-hungry world.

Hardcoreposer7

I'm just saying it's way more legit than GSRT, which I think is pretty obvious. It seems to be more comparable to the 'legit' players like OKLO/SMR, except at a fraction of their market cap. At $18, $HOND is only $2.3B vs. SMR at $11.6B and OKLO at $20.4B. to answer your question though, here's what ChatGPT 5 Thinking said for reference (feel free to point out something you think it got wrong): # So…what makes HOND / Terrestrial Energy “legit” vs. faster-looking peers? 1. **Regulatory substance, not sizzle.** Terrestrial just cleared an **NRC Safety Evaluation** of its **Principal Design Criteria**—including acceptance of its **inherent power control** concept—**a first** for a molten-salt power reactor. That’s a real, bankable step in the U.S. process many peers haven’t matched.  2. **Binational de-risking.** It already completed **CNSC Phase-2 Vendor Design Review** in Canada, with coordinated NRC-CNSC workstreams. That cross-jurisdiction work reduces “unknown unknowns” for future U.S./Canada projects.  3. **Fuel advantage.** IMSR is designed for **LEU/SALEU**, avoiding near-term **HALEU** bottlenecks that loom over fast-reactor and many microreactor roadmaps (Oklo, others).  4. **Two DOE ‘fast-track’ lanes.** It’s selected for both the **Reactor Pilot Program** *and* the **Fuel Line Pilot Program**—that pairing shortens the path to a first build and sets up future NRC licensing with fewer gaps. (Pilot reactors are DOE-authorized; commercial fleets still need NRC.)  5. **Commercial siting pathways.** MoU with **EnergySolutions** on multiple brownfield nuclear sites and an invitation from **Texas A&M (RELLIS)** build optionality for FOAK/early units—exactly what many peers still lack.  **Bottom line:** Some developers publicized earlier CODs before the DOE “fast-track” push, but HOND/Terrestrial’s **regulatory depth + LEU fuel strategy + DOE selections** give it a credible, *financeable* lane now. The market hasn’t priced it like OKLO yet (very different multiples), but on execution signals, it’s one of the more “real” advanced-nuclear SPACs.

chatrep

I think a crash brings a renewed focus on profitability and cash flow. Any company with string positive cash flow should survive imo. Others like ASTS, SMR, NBIS that have strong commercial potential need to get to positive cash flow quickly before hand.

tripstermcgee808

SMR about to do 5%+ today I feel it in my bones

AdvantageMinute791

SMR

IdeaPollinator

Nice work! Which specific nuclear stocks? I’m guessing OKLO, SMR, and CEG?

Rich_dad_poor

If you go All-IN on AI sector, SMR energy companies, Quantum computing, Bitcoin, BMNR and ETH; ——-todays leveraged 10k, can give you $1,000,000 in 8 weeks. Just have to be smart about it. And, pay attention to the credible sources.

Top_Cranberry_3254

NFLX, DFLY, WULF, SMR, CAPR, RDW, Z, NBIS, are my top picks. But buying the dips, of course. Everything else needs a correction.

synthesis_m8

SMR always underperforms OKLO... when it goes up it's less. When it goes down it's more. Seems to be decoupling from the rest of the sector day by day

justaniceguy66

OKLO, SMR, NNE, CEG, VST are some obvious names

Prax150

>We dont have the power grid in the US to handle this new generation of AI investment. I read and hear good things about expanding the grid, SMRs, and that's great, but does anyone actually expect us to build all of this energy? Im pretty sure China builds more energy capacity in a month than we have in years. That isnt an easy trend to reverse. This is the make or break and why the US will probably be on the losing side of things. China is so much better at building energy capacity and they don't give a shit what they have to burn to increase their power, be it fossil fuels, nuclear, renewable. They just built a wind turbine the size of the Eiffel tower while people in the US are cutting those kinds of projects. The US is instead putting a lot of their chips into nuclear which is, tbh, smart since you can theoretically take and put that anywhere. An SMR can be a section of a data center and theoretically be a dedicated power source for that one area. But you need uranium for this and the US doesn't have much of that. Their best best is to rely on Canada and that's not going well for them this year. Canada would be smart to hold that cart very close to the vest. An almost sure bet would be to see the government buy stakes in a couple of nuclear/uranium companies as well. The good news is improving power grids and how we get power can ultimately only be a net positive for society, especially if they're not fossil fuels, so IMO this is the smarter and interesting part of this entire equation right now.

1ess_than_zer0

$NBIS, $IREN, $LUMN also look at some of the modular nuclear or energy stocks - think $OKLO, $SMR, $LEU. Personally have a ton of money wrapped up in $ASTS because I believe in them being a 10-30x in the next 3-5 years. I’m already up 10x…

Infamous-Ad-8215

Regardless of ACHR. Has anyone seen latest filing on $SMR? Fluor corp dumped 2.9 million shares.. not sure it means anything but interesting

AsbestosDude

The supply crunch narrative is becoming more known. Current production is at or below supply, 440 live plants, 70 under construction, 100 planned. So theres structural and constant demand, with 40% of global supply produced by kazatomprom who is struggling to meet their targets due to bottlenecks Other narratives.. SMR gaining traction, nuclear to fuel AI getting traction, nuclear to decarbonize getting traction Id just start with the ETFs as a base and branch out from there, so URA, URNM, URNJ, im sure there's more out there too. If you want to research companies look at what those funds hold. Anything smaller is likely to be more of a junior explorer

trumpenergyexplosion

Do your own DD and look at OPTT. This fifty-cent stock received two buy ratings last week and one of them is a STRONG BUY. Houses don't commonly give ratings on stocks priced at half a buck. Here is what may be happening: OPTT is the first marine AI energy company that can mobilize a craft without a driver. They have recently garnered government defense contracts. They are moving their New Jersey headquarters to DC area. Again, look into this. And remember, we gave you OKLO, NNE, and SMR and of course are long on PLUG

AsbestosDude

My largest U hold is URA. That's my broad market exposure, but I think urnm and urnj are also great. I would start there to get diversity.  My main play is DNN, stock and LEAPs, thats where im consistently adding position. DNNs planned, funded and 90% permitted mine is untested in the region but if successful will be the most profitable U mine on the planet by a huge margin. Ive got a significant amount of FMST as well for an explorer/developer, not adding, just sitting (i see just shot up 50 cents but still cheap, although might draw down, not expecting big news anytime soon) Building up my F4 uranium position slowly, this one is super high risk, new company spin out but very good team, this one i expect will sit at 11 cents for months and months, expect dilution because market cap is low. Lots of insider buying though at current price though so The following i dont own but I either think are good, or plan to buy: Uuuu for developer (they just got a huge stack of cash), thinking about BSK (moonshot explorer), UEC seems decent. Honestly there's lots of good options, uranium, etc. And i can't really speak to exactly how good they are. My advice, if you want to deep dive is to look at what the ETFs hold and research that way. I could list more tickers but since I dont own em, I dont really know much about them. If you want more post-mining exposure, id look at something like OKLO or SMR (i have smr myself but Oklo seems quite good too)

spacetreefrog

URA, UEC, SMR, LTBR are my go to

lewdacris916

Yeah I got into SMR when it was cheap, but I think its gonna go MUCH higher

lewdacris916

SMR UEC & NLR are my picks, I also think NANO and OKLO are good pics

15xorbust

You’re not wrong about dilution concerns and a simple ChatGPT search will tell one exactly what the anticipated dilution percentages are depending on redemptions by holders of HOND stock. Remember of course at the last two SMR companies to go public we’re also de-SPACS - OKLO and SMR and those were quite renumerative for early investors.

sonicology

ASPI HALEU for SMR applications. Silicon-28 for quantum computing. Medical isotopes (Molybdenum-100, Ytterbium-176, others) This is going to become not only one of the most important companies in the energy sector, but also in the technology sector.

OkVermicelli8951

SMR

BryonBoo

SMR - nuclear power is 100% the future

15xorbust

For nuke- HOND (Terrestrial Energy) the only publicly traded play other than OLKO that is on both of the fast track programs for the defense department for SMR’s. That is both the reactor pilot program and the fuel program. The SPAC Stock is about $17 per share so the explosive growth potential is future rather than having already occurred like OLKO (OKLO could very well go up but in the year after it’s IPO it already 10x’ed). The powerful NYC investment bank owned and controlled by the commerce Secretary’s family (Cantor Fitzgerald) is taking them public as the investment advisor and owns warrants and common stock in the company that are currently valued between $20 million and $30 million that would be worth between $200 million and $300 million if it has stock price growth performance similar to OKLO post business combination. HOND is the SPAC that is expected to acquire Terrestrial Energy in a business combination to be consummated in the fourth quarter where Terrestrial Energy will take HOND’s place on the NASDAQ and trade under the symbol IMSR. Citadel just bought 5.4 percent of the SPAC. Other holders include Goldman Sachs and one of the principal investors in CRWV and APLD.

4LeafClover707

NVO, COIN, UBER are big ones. Given the price I got in SMR, TLRY, PLUG, QS

Limp_Incident_8902

I had a similar position jan 2027 32c. Bought them when hood was at like 25, sold them like 4 days later for massive gains (like 2k). Id have to look to see how many I had, I want to say 10, but could have been 5. Either way, I didnt even let them get to 32 before I sold lol, went from 25 to like 30 very quickly, so I figured I better let it chill a moment. Not sure exactly what the catalyst was at the time ( i think it was their last earnings coming up, i dumped right beforesince i was way up). I then watched it go from 30 to 110 (within like a month or so, maybe 2), waited for a pull back to 100, bought 165c Jan 2027x3) that SAME night was the sp500 announcement. They shot up the following monday. I sold ONE of them, then promised i would hold the other 2 for a LONG time. I sold them both last week, as soon as hood hit 140. As much as it hurt watching it continue up to 150 the following day, I still made about 4-5k total on a 1 month trade on a 70k account, so I guess I have nothing to complain about. Runners up: I owned 3 btc in 2015, only bought then to use to buy other altcoins that went nowhere. I do this often, NBIS, SMR, PLTR, I owned 300 shares of PLTR at 30 bucks. Sold them a few days after sp500 announcement for 34 bucks. Meanwhile, I diamond hand losing trades hard-core.

Vicente_el_Frenchie

WOW. Thank you for this. I know it’s old, but I finally got answers to questions I’ve had about SMR vs OKLO.

stupidber

But SMR is up

FunkyMonk100k

What? You could have bought 2,000 shares and sold 20 covered calls each week. I love SMR but that shit is up and down on the daily. It’s a buy and hold stock for now. Sorry my dude

EngHH

SMR is up 200% how did you lose 100%

Throwawaymoneytalk19

Thanks, appreciate the response. I have been learning a little since I made the post and I see what you mean, other companies have more concrete progress, OKLO still feels extremely speculative. That said, I think they have a lot of potential plus are well positioned with the sec of energy being their former CEO.  I ended up selling enough of my OKLO shares to cover my original $2000 investment and left the rest, am just gonna let it go for now and do what it will do.  I’ve been looking into nuclear stocks that feel less risky and speculative. I went with Constellation Energy (CEG) and NuScale (SMR). Both are further along than OKLO, CEG is already building plants for Microsoft and SMR is a startup like OKLO but has federal regulatory approval.  What OKLO competitors do you recommend?

Spacmonitor

And OKLO or SMR are right?

SunkDestroyer

I bought because of how close they are to producing working SMR’s. If they succeed, which they will… this stock will double in the 12-24 months.

Thunderforge4

I work in the power industry and already companies like GE Vernova and Siemens Energy have seen big gains. After a decade of slow sales, OEM suppliers for power plants are way backlogged. Companies like howmet that makes turbine blades or Emcore that does infrastructure services for data center have seen big rises already too. Copper stocks like FCX also have a lot of promise. Small modular reactors and other nuclear technologies are cool and might be the long-term solution, but it's going to take a long time for them to really scale. There's a lot of froth on stocks like SMR that I think is probably unjustified but certainly has some momentum. I think you could put together a basket of companies or industries that would be needed to support electrification and it probably has a pretty solid long-term future. Not as exciting as chips and software though. One thing I worry about with the industrials category is capital cost and how it will fare in a recession. I've added some of those into my retirement portfolio where I have a long-time horizon, along with some defense stocks.

NoRiskNoGainz

Okay my bad what I should say is they haven’t even gotten their foot in the door yet. Still don’t have an operating license, still haven’t made a reactor and dont have any patents for anything. Basically if SMR or NNE figure it out first OKLO disappears tomorrow.

lilOliverTwist

SMR leaps are cheap right now

MoonBoyHodl

What happened to SMR?

razullinky

Ontario has a whack of refurbishments going on and implementing an SMR.

Healthy_Bathroom_666

Just means it’ll be faster to get rejected by the NRC (again). Streamlining the process is advantageous for all the players in the SMR/AMR space, particularly those with existing, functional designs!

C130J_Darkstar

This is big news from a regulatory perspective, regardless of which SMR company it is.

Infamous-Ad-8215

SMR struggling pre-market with a BoA downgraded rating

C130J_Darkstar

Yes. NuScale does have design approval, but that’s only for their light-water SMR design… it doesn’t give them a license to build and operate. Every NuScale customer still needs to submit a separate operating and construction license, which takes 24–36 months, meaning their earliest deployments are realistically in the early 2030s. Oklo on the other hand, is pursuing a combined operating license for its Aurora reactor at INL, which covers design, construction, and operation in one process, and they’ve already started construction under DOE pilot program authority with commercial operation targeted for late 2027. They also have framework agreements with hyperscalers like Switch, innovative uranium recycling plans, and a phased, federally-backed approach that de-risks the project. First-mover isn’t just about paperwork… it’s about who is advancing infrastructure, regulatory engagement, and commercial readiness, and on that front Oklo has a clear timeline advantage over NuScale. This is evidenced by the note from the [Barclay’s $45PT report today](https://uk.investing.com/news/stock-market-news/barclays-starts-coverage-of-oklo-and-smr-as-demand-for-clean-baseload-power-grows-4283214): > Barclays initiated coverage of NuScale Power, with an Equal Weight rating and $45. The firm believes the limited number of ways to invest in the small modular reactor theme in public markets is working in the stock’s favor. **However, it views Oklo (OKLO) as a more levered way to invest in the small modular reactor theme. NuScale’ current valuation requires a “catch-up on execution to be justified.**” Barclays contends.

DesignerSea494

Guess I’ll add that to my list of stocks I was in but sold before the 10x+ bounce. ASTS RKLB SMR … WOLF.

idontgethejoke

holding for 2-3 years? OKLO and SMR for sure

AUSrnami

SMR is 🐕 💩

te7037

Rolls Royce will get most of the SMR contracts across the European countries because they have the experience of building nuclear reactors for submarines. SMRs? $RR.L is building one in the UK. RR.L is going up each day in price. Volatility? Less volatile in price. By December, the share will increase by another 50%. $OKLO hasn't built one.

IllBuyYourCar

Yerrrr SMR and OKLO with Barclays coverage 🗿

Dudebobski

Can anyone suggest additional tickers for my makeshift nuclear SPAC etf. Made up of commons, warrants, and rights. Commons only: OKLO, SMR, MIR with Warrants and/or Rights: SVII, HOND, GSRT

Murzz

If the collective daily power generated by WSB gooning exceeds what OKLOs SMR can produce, why even bother? Failed company

Canyon2022

I’m placing bets on Electrical Power Generation and recently Nuclear from uranium miners to refiners and SMR companies. I think there are a couple smaller plays that could have tremendous growth. Miners UEC and URG. Especially like Silex (SILXY), they have a breakthrough refinement technology and governmental moat.

C130J_Darkstar

That’s a pretty cynical take! I’m an investor and a big fan of the technology. I co-moderate an SMR-themed subreddit so I try to post and stay on top of the news!

Sdg1871

My two personal favs for nuclear energy to power datacenters: HOND and OKLO. The publicly traded SMRs out there that were selected for the fast track pilot program for the Dept of Energy are OKLO and HOND. OKLO is further along with a smaller reactor design. Stock price is $110, down from its all time high on Sept 24 of over $144. HOND is the SPAC that will be used to take Terrestrial Energy public probably in the fourth quarter of this year. At Friday close, its stock price was $15.81 (almost 10 times less than OKLO), down from its all time high set earlier last week of $18.07. Both companies are well connected to the Trump Administration. The current secretary of energy sat on OKLO’s Board. And Sam Altman is all in on OKLO. Howard Lutnick’s (Commerce Secretary of the US) family firm (legally, he transferred his ownership and control interests in the firm to family trusts controlled by his sons who now head the firm) Cantor Fitzgerald is the advisor to the HOND de-SPAC and could make an easy $200-$300 million if the stock mirrors OKLO’s post de-SPAC rise. Cantor Fitzgerald according to disclosures is reported to owns warrants and stock in HOND with a current price of about $20 million). Does it surprise anyone these two companies made the golden list at the Dept of Energy for the SMR pilot program? You bet it was a coincidence. None of these SMR companies can get off the ground and get to commercial use in the United States without US government approval of their designs. To me: HOND - much more room to grow the share price by exponential amounts ($15.81 vs over $100 per share) and well connected in the government. Its molten salt technology is more novel and has not been used in a commercial reactor yet to my knowledge. OKLO - further along. Uses less novel technology. Well connected.

C130J_Darkstar

No advanced SMR company worldwide is profitable yet because this sector is still in the commercialization phase. Profitability will come once reactors are licensed, built, and generating power, but the race right now is about first-mover positioning, regulatory progress, and long-term contracts.

random869

Huh? Several countries have SMR plants fully functioning today!

C130J_Darkstar

Oklo isn’t promising overnight domination… no SMR company does. What matters is progress and positioning- they’re the first private company in the U.S. with DOE pilot authority, a reactor site at INL, and framework agreements with hyperscalers like Switch. Terrapower and others may advance different reactor designs, but Oklo is already building infrastructure and de-risking its design through a phased, federally-backed approach. Advanced nuclear is not a sprint- it’s about milestones, and Oklo is hitting real ones that others haven’t yet. Btw, you seem very (oddly) emotional whenever Oklo comes up… I’d encourage a fact-based discussion rather than hostility, it makes for a much more productive conversation.

15xorbust

I agree. That is why I bought shares of HOND in anticipation of Terrestrial Energy going public in Q4. Right now they’re only two publicly traded stocks of SMR companies that in the Department of Energy’s pilot program for SMRs - OKLO and HOND. And HOND’s share price is a fraction of OKLO’s which has 10x’ed post IPO. OKLO’s reactors are smaller and more modular but produce less power than those being designed by Terrestrial Energy. OKLO has some great people behind it like Sam Altman himself and is progressing well. But to me the stock has soared so much in value that I do not see much potential for a large return for me as I didn’t get into it at the ground floor. I think there is a decent prospect of people doing well with SMR. But of course the technology has not been brought to commercial use yet, so who knows what the future holds.

SidonyD

SMR is still a prototype and that doesn't look really close ready to be used in the next 5 years ... Nuclear power plant : 10 yearss to bluid a normal one. In France, the last generation power plant lated 15 years instead 5 years to build ... And the last project in US got big late. For me, the winner will be natural gas, and by the way, the offer will go up strongly (Watch Total Energy Ceo about natural gas). This is the only system able to meet the demand for the next five years because Trump doesn't like green energy.

Sdg1871

I’m not saying it won’t. To me, it would be great if solar power proves to be very commercially successful - so far it’s been very expensive. My point is the administration is actively supporting small modular nuclear reactors and other forms of nuclear energy. And that’s where my money is going in the next few years. To be clear, if the Democrats retake the White House in 2028, of course there could turn 180° but right now I’ll go with what I believe is going to happen and that is huge US Administration support for nuclear power. I expect they will take stakes in some of these SMR companies, will subsidize others and will approve SMR designs with supersonic speed. The