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Small Modular Reactor Stocks may be the next tech trend. Check where to invest.
St-Georges Eco-Mining Corp. (CSE: SX) (OTCQB: SXOOF) (FSE: 85G1): Future For The Planet's Betterment
Uranium Stocks trending up: Highlights from the Past Quarter causing this trend. What are some uranium tickers people are watching?
Uranium stocks are trending higher. Here's some insight as to why with news highlights from the Uranium sector this past Quarter... What are some Uranium tickers investors are watching?
Uranium stocks are trending higher. Here's some insight as to why with some news highlights from the Uranium sector this past Quarter
St-Georges Eco-Mining Announces 20,000 tons of Industrial Battery Processing Capacity at the Company's Plant in Thorold, Ontario - Corporate Update (CSE:SX)(OTCQB:SXOOF)(FSE:85G1)
#RYCEY Soon last chance to buy Rolls-Royce under$1.5 (up 46% in 3-mo)
Something a little different, SMRs for industrialized use..Ares Acquisition Corp (X-energy) Warrants - NOT THE CLASS A SHARES
The uranium sector: A lot is changing the last 3 months at the demand side. The supply side isn't ready for this (An update: the actual additional uranium demand each event creates. It's impressive) + NEW: U-turn of Sweden + NEW: Germany extending the operations of 3 reactors
Uranium Stock Thesis - Why they are up Double digits today- Big Oil Coming back to Uranium
NuScale Power (SMR) is going to be a beast in the coming years (imo). Why?
RR.L and CINE.L , Great Britain stocks YOLO
$SMR: Go Long Nuclear Reactors Into Summer Blackouts
Mentions
Im a nuclear advocate of sorts, and i still think LNG has a place for now. Thought I am still excite about these SMR,s until then big oil has my bet
Just for fun. A quick look at the Valuation Gap between stocks like SMR & HG Is Stunning. At $0.64 usd per share, QIMC’s market capitalization is only US$77 million, or about 2% of NuScale’s US$5.6 billion valuation. Yet both companies are targeting the same problem… the urgent need for scalable, clean energy to feed AI’s insatiable power demand. If white hydrogen proves commercially viable even on a modest scale, QIMC’s re-rating potential is enormous. Its drilling in Nova Scotia is set to commence imminently, with initial hydrogen targets to be unveiled this week at the Nova Scotia Mining Conference positioning QIMC as one of the first publicly traded companies actively drilling for natural hydrogen in North America. 🌍 White Hydrogen vs. Graphene: Timing Is Everything Ask yourself is it better to pay $850 million for HydroGraph Clean Power (CSE: HG) in an industry (graphene) whose global market peaked nearly a decade ago and remains worth only ~US$100 million or to pay US$77 million for QIMC, a first-mover in a brand-new clean-energy frontier that could define the next decade? White hydrogen isn’t a recycled hype cycle it’s an emerging natural phenomenon that could become the foundation for AI-powered energy independence. By 2026, this sector is likely to be the hottest clean-tech story in the world, and QIMC is positioned at its center.
Believe it or not calls on SMR
What are your top picks for Nucleur energy out of the 3 : OKLO , SMR , RYCEY
So sick. Yeah I recently just took like 75 dollars to 700 in a few weeks lol. Options are great. Still really just kind of gambling, but it's been super easy to buy stuff like SMR, RDW on heavy red days. Works until it doesn't.
Rolls-Royce going to be cash flowing 4 billion by next year and they just got into SMR
What stocks you looking at. The ones I’m hearing about most is OKLO and SMR but want to learn a bit more
BE is the play for a few years until SMR can get online. And once they get online my guess is BE will still be a very good and cheaper alternative to some set ups
$LEU is one of my plays on my energy portfolio the only established company that works with HALEUM the fuel for advanced nuclear reactors and the upcoming SMR'S does not matter what SMR wins. LEU wins as well. Then diverisify between oil, clean energey etf, an energy grid stock and some mineral stocks for gambling. I like LYSDYN since its one of the few miners with a lot of access to rare earths outside of china. They're not profitable but are Government backed and already expanded to Malaysia.
solid approach. Spreading it out over time feels smart, and waiting for more clarity on OKLO vs SMR seems reasonable.
NBIS, RKLB, SMR, LUNR, CREV and APLD all need to dump so I can get back in at a decent price
I don’t see anything fundamental preventing an SMR design like terrapowers fast reactor from being upgraded to a fast breeder reactor. If you want to use thorium, then you have to go through the trouble of breeding, and you don’t gain that much over just breeding uranium.
OKLO is the best of the SMR companies. Anything under 150 is a solid buy, imo.
Exactly. They're my safe SMR play, and in that sector, I'll have 50% in RYCEY. If their SMR program goes bust, ohh well. If it turns into the real deal, then they already have the manufacturing and supply chain to scale quickly. The other 50% will be in more risky SMR companies because they're trying to innovate and do something completely different. I'm not sure if I want to go with OKLO or SMR just yet, but I have time to decide.
I would argue OKLO is trading at a price for 5 years from now. That and SMR are going to be the future of power needs for data centers and large manufacturing. Just not yet. I would prefer Baker Hughes for power generation in short term.
Thank you for acknowledging my initial reply about the difference in scale and why this isn't a valid comparison. OKLO's deployment for META could be going live around the same time RR's SMR could go live as well. I'm trying to understand why you're arguing against RR, yet also acknowledging we are talking about two different markets on a similar timeline, LOL. One final thing I've learned in researching OKLO during this (and as a potential investor): Oklo relies on HALEU fuel, which is currently in a massive supply chain crunch. RR uses standard LEU fuel that the global supply chain already knows how to produce at scale. It’s hard to be a "first mover" when you're waiting in line for fuel that doesn't commercially exist yet. RR is built for the world that exists, Oklo is built for a world they hope will exist by 2030.
Some software/cloud security providers: PANW, CRWD, ZS I like the hyperscalers too, I've specifically chosen MSFT and GOOG. Amazon is a great choice too IMO. I like VRT for data center cooling and reducing electricity use. Also there are some longshots in the SMR OKLO, rolls royce, westinghouse, small modular reactor nuclear space. I'm sure that what data centers are doing in actual reality to achieve their short term electricity demands is not aiming for nuclear longshots, but they're actually taking a multimodal approach: solar, grid contracts with grid utility companies, wind, petroleum generators, geothermal if they can get it.
It's definitely a long play, with no new news coming any time soon. I'm accumulating all 3 over the next year or so, and will decide between OKLO and SMR once they're a little more refined. RYCEY is a safe long term hold.
I'm buying into the SMR space to support the data centers. There's no other feasible way to support the power demand besides nuclear, and full scale plants are too large. OKLO, SMR, RYCEY
2027 is laughable. Rolls Royce has the full support of multiple governments beyond their own and they think between 2030 and 2032 at the earliest. You couldn't pay me to invest with the hope of Trump not fucking it up. Regardless RR will flourish in the world, SMR is just gravy on top of these generational wealth gains.
SMRs are supposed to address the slow USA permitting problem. But it fails to address more serious problems. Once-thru nuclear plants (most, not all, SMR designs) will use the entire planets supply of uranium materials in a century or two. \~50% of enrichment capacity is in Russia - so geo-political problems. Waste disposal remains an unsolved (but solvable) political problem. No SMR design has yet been deployed at scale - so actual costs remain unknown and IMO are likely to be much higher than the rosy projections. There are a bunch of SMR companies and several appear to me to be 80% hype and 20% tech. Even serious players like Hitachi-GE & RollsRoyce have limited probability of success. This means that stock in uranium mining & refining are dependent on plants that may or may not appear in the next decade. Thorium, fast-breeder and/or accelerator plants are needed in the long-run. Once-thru U-235 plants are foolish. Lots of space here for speculators, not much for investors. Energy = yes; but turbines, transformers, switching station, copper, power-engineering companies. If/whensome tradeable Western company gets a permit for a thorium plant - wake me up.
I’m also really interested in SMR field. In the US we don’t have the necessary energy transmission capacity and makes sense to generate electricity close to data centers that are being built.
yeah but someone else nabbed the boomer-FOMO compatible SMR ticker for when the masses finally get wind of this hype. OKLO sounds like a woke breakfast cereal
UUUU, OKLO, SMR, BE and CGCTU for a solid battery spac play
Long-term bullish on nuclear, but selective here. The theme makes sense (AI/data centers, grid reliability), yet a lot of SMR names feel priced for perfection. I prefer diversified exposure (NLR) and will trade the single names tactically rather than marry them. Great decade-long story, choppy near-term. The ETF appears to be in a consolidation phase following a significant uptrend over the past 6 months. This pattern, resembling a potential flat base, suggests that after a period of profit-taking or indecision, the asset could resume its upward trajectory. The price has been fluctuating within a defined range, indicating a battle between buyers and sellers. A breakout above the resistance level, as per ChartScanner.AI analysis, would confirm the continuation of the bullish trend. Traders should anticipate a potential re-acceleration of the prior uptrend if the consolidation resolves to the upside.
Until one shows a pathway to profitability or anything tangible in reality I’m out. I do like GEV, NXE and Mitsubishi electric though. SMR potentially. But the valuations are beyond insanity for companies that are basically pre revenue in the startup stage still
Or turbines, or transformers, or copper, I agree with you. I think there are huge hurdles getting practical SMR nuclear to the point where it can expand well.
RYCEY has a fairly advanced SMR program, and they have the regulatory experience and pocketbook to make it a reality.
Wow, talk about a US only take. Calling Rolls Royce "not a first mover" is silly. RR has been building nuclear reactors for the Royal Navy since the 1950s. Calling them late to the party is like saying Boeing doesn't understand aviation because a new drone company power point. LOL Besides, Oklo is aiming for 2027 but they’re still working through red tape. RR's SMR is already in the final stage of UK regulatory approval and has been selected for the Czech Republic’s nuclear plants. There’s also a massive difference in scale. Oklo is building a nuclear battery for individual data centers. Rolls-Royce is building plants for national grids and massive industrial hubs. Their approach is literally designed to produce these at scale. You seem to assume the market is just US data centers. Rolls is already positioning to dominate the UK and Europe. The world is bigger than just us here in America. Besides, I'm quite pleased with my $3 cost basis in $RYCEY and my 500% gain.
They’re reputable, but SMR upside is limited. First units won’t hit until the 2030s, years behind OKLO, and their focus is Europe, not the U.S. data center boom.
They’re reputable, but their SMR upside is limited. First units aren’t expected until the early-to-mid 2030s, years behind companies like OKLO targeting 2027. Plus, their market focus is largely Europe, not the U.S., where massive data center expansion is driving immediate demand.
Well at this point I’m not betting on America for anything significantly progressive. I’m also VERY comfortable with their timeline. It’s definitely not realistic to think it will happen sooner. $SMR is a small holding for me, hopefully they beat the RR timeline but, being realistic, RR has experience here, they don’t.
They are reputable, but far less upside for their SMR business. Their first units aren’t expected to be deployed until early to mid 2030s, which is many years behind companies like OKLO (2027) not to mention their market is more focused on Europe, not the U.S. where the massive data center expansion will be.
Not my best, but I truly appreciate how it just consistently gains value, slowly and surely. We probably bought around the same time. RocketLab, $SATS, and unfortunately Palantir are my top three. Rolls Royce has plenty of momentum to run long and hard though. Glad to hear other people paid attention and are profiting though. My cost basis on the top 3 I mentioned is zero. Anytime a stocks exceeds a few hundred percent I sell to a $0.00 cost basis. I really believe Rolls is THE player in both jet engines and SMR’s. Obviously the latter has more growth potential but, I’m also pretty heavy in turbine motors outside of GE because they effectively have Boeing as their only serious/scalable customer.
I'm in with uranium (NXE) and a couple of players in small nuclear. Of those, SMR has not been doing so good lately, but Rolls Royce is great. The idea with small nukes is you can build one FOR a data center, but also they fit in the footprint of a traditional coal or other fossil fuel plant, so can be a direct replacement using existing power lines and infrastructure. Makes sense to me!
That’s true of literally every SMR project, but OKLO is ahead in terms of timelines, has the most scalable model, and the most proven tech. https://www.world-nuclear-news.org/articles/oklo-breaks-ground-for-first-aurora-powerhouse https://www.bloomberg.com/news/articles/2025-09-30/oklo-targets-mid-2026-launch-for-us-nuclear-reactor-ceo-says
NuScale touts being “further along” because it has NRC design approval for its SMR modules, but design approval isn’t the same as actually building and operating reactors. Utilities still need separate construction and operating licenses for every site, which adds years and extra costs before any revenue flows. Most buyers aren’t excited about buying a decades-old Gen 3 design with a history of executional delays and cost overruns. Oklo, on the other hand, is pursuing a combined license route, which bundles design, construction, and operation into one review and can cut years off deployment timelines, and they already have real DOE site permits, pilot programs, and partnerships in motion. NuScale’s approach also keeps them selling designs to utilities rather than owning the assets, meaning slower, more capital-intensive rollouts. Oklo’s build-own-operate model is hyper scalable. Once the first plants are operational, they can replicate that model across multiple sites with PPA revenue streams from partners like Meta and data center operators, giving Oklo a structural scaling advantage most SMR plays don’t have.
Rolls Royce ($RYCEY in the US) is 12% of my portfolio due to their SMR ambitions. I got in to $RYCEY in 2021 as a Covid rebound for their jet engine business, and continue buying now due to their performance in all phases, and SMR potential.
I much prefer the risk/reward profile of established profitable names like BWXT and RYCEY over pre-revenue hyped names like OKLO and SMR which are more akin to a lottery ticket.
The world is building nuclear. 70 reactors in construction in 15 countries, with more than half expected to connect to grids by 2030. Early retirement programs have mostly been halted, and Japan is restarting its fleet from post-Fukushima shutdowns. The sector is unfortunately full of overvalued memestocks, particularly on the US side. Techbro SMR companies with no commercial product that have higher market caps than mature, established designers and builders. The crazy HALEU rush when there's no commercial consumption. Uranium miners that fail to mine but continue to raise capital and get higher ETF weightings. I'm very heavily invested on the uranium side, but the fuel production and reactor building don't interest me. The best companies are either nationally-owned giants, private companies, or have businesses that aren't pureplay nuclear. Or their valuations are already pricing in tremendous growth that is uncertain due to the level of competition. Uranium supply vs demand is easier to quantify, and the result is steadily bullish beyond 2035.
SMR makes up 10% of my portfolio
My SMR calls expired worthless the week before the pump. So sad
Yes. I believe it was Goldman Sachs that said by 2050 the nuclear industry will be worth $25T. I still think that’s a bit low, tbh. OKLO is seen as the leader in the SMR space which is why they’re getting all these contracts and they’re roughly a $25B market cap right now. In 10-20 years they could easily be worth $200B to $400B I think.
Thinking similarly. What happened to SMR deployments? Seems perfect for data centers.
Been seeing your posts in the OKLO subreddit! Appreciate your research & work in there. You may have seen/heard, but Jensen Huang was on the Joe Rogan podcast recently and said it himself - that “energy is THE bottleneck” and he thinks we will see SMR’s popping up across the world in a few years. An interesting time to be alive for sure.
This is just **flat wrong** on timelines. Oklo is targeting first deployment in 2027, with NRC engagement already underway for a specific site and design. Rolls-Royce SMR is still in design approval and site selection mode in the UK… first units aren’t expected until the early–mid 2030s at best. That’s not “coming online sooner,” that’s 5+ years later. Also, RYCEY isn’t a core U.S. domestic nuclear supplier. U.S. demand growth (AI, data centers, defense, DOE sites) will heavily favor American-licensed, American-built, fuel-secure operators. Oklo is aligned with DOE, U.S. regulators, and domestic fuel strategy. Rolls-Royce will absolutely have a role globally, but it won’t be the first mover or dominant player in the U.S.
Where will it max out? I mean historical heights has been almost touched. The question is what will drive the growth beside of the SMR activities. I know I know war.. But where is going to be the limit / ATH
Yeah I know but people seem pretty optimistic with the DOE working with them on a SMR from what I've read.
I made an entire $25 on SMR because after I went down 4k in one day, I decided to sell once I got to breakeven, then it pumped two days later on the meta news lol
If we get a pullback, I’d split that $15k into three deep-value buckets: **Small-Cap Value (AVUV)** for the catch-up trade, **Physical Infrastructure (PAVE)** because we're in a massive domestic rebuilding cycle, and **Nuclear Energy (SMR/OKLO)** which is the backbone of the AI data center boom. I’ve found that the "best" entry point isn't a single day, but a zone; if you scale in during a 5% dip, you're technicaly buying at a better price than 90% of the people who FOMO'd at the top. The goal isn't to buy the absolute bottom, but to own high-quality assets at a fair price while valuations are still stretched.
If you think that Oklo will have a reactor operational in 2-3 years I have a brudge to sell you. Even with all the streamlining of the NRC that's just not gonna happen. They can't just point to EBR2 and say "look we have done a metal cooled fast reactor before, now give us permission" lmao, they are two whole different concepts and they haven't gotten passed even the easiest step yet. I'm bullish on the technology but all this over-hyped and impossible timelines is gonna do more harm than good, just invest in the suppliers of all the SMR's because 9/10 won't make it.
Why not just uranium? Then you don't have to worry about which company gets a deal for a new plant or SMR. I was unfortunately skeptical of OKLO back in Nov '24 when I was starting to look at nuclear. Decided to get into UEC, have since gone up 70% because of the appetite for uranium. I would say it was a safer bet at the time, I could have been up more if I had bought oklo but there was no guarantee they would do what they did in '25
SMR I can see why people like but NNE is a fucking trash company.
Sort of, if you squint a lot, the reactors of nuclear military ships and subs are similar to SMR, so its not like it's completely outlandish, but going from military product where costs can be anything to something that needs to be economical are two very different things. So there is some precedent, but a lot of this is that tech companies just have zero faith in the companies that operate the American electrical grid and its regulators, as famously incompetent. As it seems more outlandish to them, these companies will get their shit together to supply their needs than an entirely new product will be translated from military tech.
Yes, OKLO will be a first mover in the SMR space and their build/own/operate model is hyper scalable.
SMR insiders just bought shares. The first time in a while…. They know something we don’t
What’s interesting is that SMR (NuScale) actually have plans that have been approved by the nuclear regulatory commission. No other company had done this. Their builds actually can’t have a nuclear meltdown. While OKLO doesn’t have anything approved yet people are blindly putting money down. SMR is the real deal.
Yes, OKLO will be a first mover in the SMR space and their build/own/operate model is hyper scalable.
It's not a gambling or flashy (or really even good) stock, but XYL. Just feels to me that we hate solar and wind right now. Thermal nat gas and SMR's seems to be what's next. If we start heavily building thermal power plants, they all need clean water. SMRs especially. The water has to be even more pure than coal/gas plants. I like the companies that make that equipment. XYL being one of them. They sell a bunch of other dumb shit too. Water meters and stuff. Small divi. It's already in SPX but I've always liked that company.
TE for solar. OKLO is a competitor to SMR, so makes sense to load up on both if you’re bullish on the entire sector in general. UUUU engages in Uranium and Vanadium mining. Not exactly like investing in energy, but it’s the one thing those energy stocks rely on, so energy adjacent.
I want to be in energy. What companies should I look at? So far looking into SMR
I’m down 46% on SMR instead of 50% last week, GAINS
Sold SMR 2 days ago to buy LMT/NOC.
OKLO is still basically a SPAC until their plants get approved/denied. Binary event and I’m betting with their connections and new demand from tech they will succeed. And if so I see OKLO being a huge premium compared to SMR I have 10k shares at $20ish will only sell at $400+ one of the easiest “gambles” you can take.
I just did a quick read up on, I knew about the reactor issue, i didn't realize companies were actively lobbying them for future production. I'll have to real DD on them. NuScale popped also in my search. Apparently the chinesse have a working SMR now. I'd like to see what Google and Musk do. Sam I don't trust, I think he's going vanish in the near future as he doesn't own the servers so he is nothing but a cash drain on his finicial backers. Google and XAI outright own or lease to own their hardware so the won't be renting forever and they have cash. Sam has to beg for money.
I bought a crapload of $SMR earlier this week. Eat a d, James.
$SMR https://preview.redd.it/7j7anvzkeccg1.jpeg?width=1206&format=pjpg&auto=webp&s=f1fc458cc1e8a6923b53dd36ff5b2aa833ddc253
Guys i was gonna buy SMR yesterday but a possied out 🤡
Buy SMR it’s an undervalued nuke stock ( no I’m not a bot )
When i first started buying stocks this was during covid. I bought CLX thinking it was clorox. Stock went up over 400%. I think they were bought out by SMR. One of my best buys.
Those Large green candles in SMR last week were clear give-aways of something brewing. Only question - # is SEC asleep?
$SMR & $NNE https://preview.redd.it/4dbibnmeubcg1.jpeg?width=1206&format=pjpg&auto=webp&s=5e95873e806694dd726be3d28bf761f291ff34a2
I think yes, I sold some OKLO at 190 and bought some back at 70/80 and still hold some at 20$ Reason why I am entering back is because China has announced some serious Thorium / SMR progress. If US is in cold war with China, they need to subsidize/support any company that can keep up with China OKLO is too important for US in this scenario. PS. IT's relatively small position <3% of my portfolio total
I do not hate myself for buying SMR leaps 3 days ago (2027)
Jokes on you! SMR don’t need parts or equipment because they don’t exist.
if the AI sector takes off as some predict, yes, deff long term additionally, if you feel Oklo is too high, i recomend you orient towards Nuscale which is selling the same SMR technology
Top 5 from my screener! SMR OKLO SPRY TLRY ASPI
All Western SMR designs are vaporware at this point.
It's because I was holding SMR for the past year watching it drop like a rock, and then to cut my losses I finally sold at $14 last week. The Universe likes to fuck with me. To anyone still holding this sector: you're welcome.
Lmao mayo definitely has more stable returns than my portfolio right now. But yeah SMR's been riding OKLO's coattails pretty hard lately, wouldn't be surprised if it keeps following until one of them actually has to prove they can build something that works
Neither OKLO or SMR have built a reactor yet
Product yes but an actual approved one no and when approval who the fuck knows 😂. But they do have a deal! Just waiting on SMR to get one as they are approved!
Wow those 35 cents SMR 20 calls will print today lol. 2 dollars ITM Also UUUU 19 calls haha. Also bought for 33 cents. Good day to go nuclear lol. Both positions over 20 calls. That 1.5k want to give me 10-15 bagger haha
My full port atm is in short dated calls. Jd, UUUU, SMR, Sofi and mr must as tesla
SMR hasn’t made 1 reactor yet
Already got SMR in the bag. What else you got?
BKSY - Low earth orbit satellite constellations to provide real time hd imagine with filters like infrared and ai tracking. They have more money in contracts than they have market cap. Was heavily shorted into end of last year but is now above most of the 30% short interest and positive financials. Doesn't look like it's turning back. Space + war play 1100 shares and Feb 20 20C SMR - small modular reactors. These have potential for massive growth as nuclear energy approvals continue this year. These guys create reactors for everything from aircraft carriers/submarines to possibly small town grids and the like in the future. Financials trending towards profitability and many large contracts that keep them stable. Very high short interest as well. Near bottom prices but was up 200% from here just 2.5 months ago. Energy play 300 shares + Jan 23 20C Docn - cloud computing and managed services. These guys are absolutely fantastic and I love the company from personal experience. Low prices and high quality tech. I suggest to anyone to move from AWS or the like to check them out. Very very very positive financials with a great earnings in November, which I played. It dipped some after but has now cleared that chop and headed for blue skies. Aug 21 60C
Its not bad, you need to trust your trading system. The next big boy is SMR, mark my words
Thankfully I'm the only one buying calls on SMR or it would be a target for a dump too 😂
There are private SMR companies that are already or will be as competitive as OKLO. I invest in bottle necks that are directly associated with my thesis. Read Volume I and Volume II explaining these in detail. In short, I invest in companies that overarchingly own the vast quantity of supply of strategic rare earths within the West and, specifically invest in these materials companies on the basis that the demand for these specific materials will become consequential to the victor of the world, thus the acquisition of these materials will be far more important than current spot prices, leading to a mega boom in profits. Neodynium - Lynas, MP, and Energy Fuels Uranium (Mining/Processing) - UUUU, CCJ, LEU My intention is to write a volume III on these companies and why I specifically chose them to express my thesis.
SMR mostly and a few others like RKLB
# SMR making lots of people rich this week LMAO
IMSR: Up 27% today. SMR Nuclear Tech, similar to OKLO but low enriched U. Beaten down from $20+ pre-SPAC IPO, to $6 last week. Now almost $9. Up 27% on this news: [https://www.tipranks.com/news/the-fly/terrestrial-energy-executes-ota-agreement-with-u-s-doe-for-project-tetra-thefly](https://www.tipranks.com/news/the-fly/terrestrial-energy-executes-ota-agreement-with-u-s-doe-for-project-tetra-thefly) $1B Market Cap, vs. $14B for OKLO. Risk Reward good, as a long term exposure to OKLO type sector.
Few? Majority of the serious SMR vendors will run on LEU, the availabilty of LEU are probably IMSR last problems.