SMR

Nice-Classic-6221

If you listened to him you’ll see how much their commercial sector is growing. SMR, nuclear medicine are future revenue drivers. They’re also getting huge contracts to clean up nuclear sites and to give fuel.

sweet-sweet-olive

I hear you man, I work at an SMR company. Not much to say but goddamnit.

Internal_Release_524

I’m literally the same with SMR! What do I do! I’m getting shaky hands 

Apple2o

SMR is some trashcan tech at least lose money on a good nuclear company

FunkyMonk100k

I went rummaging through the bargain bin this afternoon and considered DRAM, INTC, MRVL, ALAB, IONQ, SPCX, shit I almost bought 100 shares of SMR. How I ended up on ORCL, I don’t fucking know

C130J_Darkstar

I think the SMR sector is more oversold, names like $OKLO are down over 75% from highs despite making strong progress.

Ambitious-Window-669

I found this one really intriguing. 🤔 DoE and NRC could have big plans and announcements which would make OKLO shoot up. SMR targets were 2028-2030. I’m still curious who this entity is with $46M on the line potentially worth $300-450M total if it shoots up to $300s by Jan 2028. What do they know? Cue “everybody knows…the rich get richer.” Leonard Cohen

Rock_or_Rol

Quantum, defense and crypto have substantial legislative catalysts ahead. I like INFQ/IONQ and AVAV/UMAC. SMRs are a sleeping giant imo. The DOE has been pushing it through a lot faster than anyone anticipated. When 🥭 said data center owners will be responsible for their power burden during his last SoTU or whatever, i immediately thought, “BS or he’s subsidizing it.” I’m thinking the latter… mag7 owners seem to all have their fingers in some SMR company.. gates and bezos especially. Still, I like IMSR have RIOT selected them and they’re on the DOE shortlist with OKLO while also being at a pretty reasonable cost right now. Mag7 earnings are going to pump or dump semiconductors soon too..

FrankelloHello

Short SMR. I’m down 30% on that bad boy and prob gonna die before I see a profit

General-Oil293

SMR 🇰🇷🇯🇵🇺🇸

ibn_batuta_

Why is NuScale SMR so much down? I thought it's the only small scale nuclear power generator for data centers..

FrankelloHello

Seeing as how the apocalypse is cancelled we should all buy SMR so it can be $20 again and I can stop hating myself

LowerAd4865

SMR good pick

FrankelloHello

Hell yea! Averaging down on SMR. We’ll see the promised land one day

WeThePeople102

I sold ASTS @ $1.8, IONQ @ $4, SMR @ $1.6 and QBTS @ $0.99 for a big loss after couple years holding. Look at them now, ASTS $75, IONQ $45.12, SMR $8.72 and QBTS $20.60. Those fooled selling piss me off. I'm holding QS with 50% down. I will hold it until my last step to 🪦

kismetized122

I have been holding SMR for over a year I wish it would come out of the dungeon and go back to previous highs, it has been in the dumpster for a long time

Jelopuddinpop

I'm currently accumulating SMR, ONDS, and QS

HelluvaRun

By far my worst investment over the last year has been SMR. To think I could have sold at $50

kaybloc

More nuclear I guess. Gonna turn into a bag holder. SMR, OKLO

zbern

[Trilateral Cooperation Agreement on SMR Development ](https://www.state.gov/releases/office-of-the-spokesperson/2026/07/the-united-states-japan-and-the-republic-of-korea-sign-a-trilateral-memorandum-of-cooperation-on-small-modular-reactor-deployments-in-other-countries/) The USA, Japan and South Korea have signed a memorandum of cooperation to support trilateral cooperation on accelerating small modular reactor deployments in third countries, with an initial focus on the Indo-Pacific region.

Unlikely_Poetry42

Got screwed by Merrill Lynch Edge yesterday during the outage they had on 7.6.26 and it cost me thousands. Judging from the call the reps say many others affected. I was trying to purchase stocks but it gave me errors. Inputted a trade for SMR at 9.68 with a planned 10 cents stop loss just below LOD. Never saw the trade execute and it didnt show in holdings or activity. I was on the road so thought it might be my cell reception. I was able to do 2 other trades that day without issue. I checked my holdings at market close and all positions were closed. I open it today and had 2000 shares of SMR. I immediately call Merrill and explain the shares werent there yesterday. I asked if I should close it out or if they will as we wait for a higher support specialist to get involved and I am told not to. Its still dropping at this point. I was down about 1400 at time of call. Specialist gets back on line after hold and tells me nothing they can do so I close the position out and its a 2k loss.  I speak to a manager and he gave me the run around too and I even brought up that their specialist told me to keep the position open while it was sorted out. I figure someone is going to be paying them or me so best to stop the bleeding. They are reviewing it but as of now they said its not on them even though it was their outage that caused the issue. Cant trade a stock or put a stop loss on something not showing in my holdings. Been with them 10 years but going to file a FINRA complaint and close my account if not resolved fairly.  When he told me he would check the call recording about the reps error telling me to keep position open I told him I am recording too. Was told the call would end if I didnt stop recording and I couldnt share it on social media. If they dont resolve it I will close my account and do whatever I want with the recording. If a brokerage made an error that made you money but cost them money they would rescind it and should do the same when you have incurred a loss due to their error. It happened to me on a smaller scale in the past and I ate the loss. Going to find a new brokerage who actually owns their mistakes if that is possible. Any recommendations?

Readonly00

I am ditching all the crap from my portfolio, it's so dead it hardly matters if the market is red or not Goodbye LDI NVNI BYND SMR MVST UAVS

StewieStuddsYT

NuScale Power seems to be a good choice. They are the first SMR in the world to receive full design certification from the U.S. Nuclear Regulatory Commission. Currently at $9.90 per share as of writing. However, they have yet to produce a commercial SMR. When they do their price should go up quite a bit.

FrankelloHello

If you’re not scooping SMR at these prices I dk what it is you’re doing

Coclesano

1- TEM 2- ASTS 3- AXTI & SMR (tie)

FrankelloHello

I’m full port SMR. When my daughter gets allowance from her mom: SMR When I lie about my taxes to get a bigger refund: SMR When I take money from the register at my job at the Salvation Army: SMR

winterrules91

Of course. Also I didn't explain, but the reason I pick the small cap bets is they have the most growth potential (albeit risky). Not financial advice (do your own research always!) but a couple I'm in are DRTS, HOVR, and SMR.

C130J_Darkstar

Yep. They built the Groves isotope reactor facility in about 230 days, and they’re actively constructing their first commercial Aurora project at INL following last September’s groundbreaking. Groves and Aurora are full-scale facilities, not lab prototypes. Compared with other publicly traded SMR companies, Oklo is among the furthest along in moving from design to actual deployment.

nomom0ney

I’m in an SMR leap because I saw an instagram reel on it

itsthewolfe

I worked for one of the big three up until last year. SMR fusion is at least 5 years away minimum just to begin regulatory, unless something major changes politically. Plus sustained reactions aren't net viable yet.

PoeGar

I’ve been all in on CEG and GEV from the start. Huge upside to the nuclear sites pursuing PPAs and the companies that make the steam turbines & Generators. And we haven’t even started talking about the recent SMR deals. That will be nuts once they start collocating them on existing sites

FrankelloHello

SMR $17 again or I throw myself down the stairs

Leakyfaucet111

$SMR

FrankelloHello

SMR cuz I got BAGGGGGGS

shinku443

BLNK and NIO. Bought during the ev Chinese craze, only bought a few thousand but still keep it to remind myself that I'm a fucking dunbass. -90%. Also SMR leaps. Was up 500% or 1000% at one point I think, they're also at like -95% that one was like 30k though so that's an oof

Coda70

Hey! This guy is being thoughtful! Ban! We don’t do that here! But seriously, I agree with you on all of this. The Oliver Stone doc Nuclear Now does a really good job of explaining all the stupidity around this issue. People, especially Americans, are just way too greedy to get by on renewables. We want to drive around in huge SUVs by ourselves and can’t be bothered to go electric. I’ve been mostly post gas since 2017. Our family has 3 teslas and 66 solar panels. But still, it’s not enough with our 5000 sq foot house. We still have to buy power from the grid. Which sucks because even in SoCal the grid uses fossil fuels. I’ve got a friend who was so proud of himself because he had an electric car and solar panels but then later he changed his mind and got Defender. It’s like, “I like the planet, but not enough to be minorly inconvenienced.“ I’m in Paris right now enduring the heat wave in an Airbnb without AC. Global warming is unquestionably making heat waves and wild fires worse. So, I’m pro nuke for many reasons. The electrical consumption from data centers is skyrocketing and if we don’t go nuke the planet is cooked. I’m in CCJ and SMR. The possibility of meltdowns is basically zero given the new technology.

This_Is_The_End

Neither the US nor EU has sufficient capacity to process uranium. Uranium isn't exactly unlimited. Thorium would be a better case. https://arxiv.org/pdf/1106.3617 Considering the cost of nuclear power plants especially capex , solar and wind are cheaper. Solar and wind can produce power after 1 year of project inception. A nuclear power plant need at least 15 years, which causes interests for capital. SMR are less efficient because more neutrons are getting lost for the reaction. So they need more Uranium. While Thorium is getting hyped, it is China who has one and only one Thorium reactor. They are reasons for the issues of investing into nuclear power industry.

researcher1911

I’m invested in SMR for the potential and BEP for its ties to Westinghouse and nuclear building capabilities

Gandyv

Lets go SMR,FLNC and TRMED 🤩 buy low sell high.

Unlikely_Poetry42

$BBAI $HTZ $SMR are my plays today. 🤑

Allinnwithgin

My personal picks today are TRMED, SMR and Hood. TRMED is undervalued and has the potential to rise rapidly. SMR and Hood offer the opportunity to get in quickly and then take profits quickly.

Gandyv

Trmed, Flnc and SMR today, Trmed because of extrem undervalued, Flnc & SMR get the dip and jump out.

Ben_f157

SMR bby

House_Of_Thoth

I've got a similar thinking on some of my plays to you right there. I've got some hydrogen holdings I'm slowly building up. I think a real nuclear push would enable the scale of hydrogen for smaller applications that aren't needing SMR, but batteries and solar potentially are just gonna be too much mining and destructive impact for their return.

Bravadette

Emerging energy tech to look out for post- SMR https://m.youtube.com/watch?v=0MW8nkIeCUI

Desperate_Credit6727

Is SMR a good play with the winning of a contract and pledge of Japanese funds to build modular rectors?

Ok-Department-4464

SMCI and SMR to the moon tmrw

bspec01

Any thoughts on potential acquisition of Nuscale $SMR by SpaceX?

thehindermost

Constellation already operates like 20% of US nuclear capacity, so they don't need SMRs to make this deal work, they're just selling power from existing plants. The SMR angle is a different timeline entirely, probably 2030s at earliest. Curious if anyone here has looked at whether the 15-year contract structure actually moves the needle for CEG or if it's just good PR.

rainman_104

I like the companies looking to bring nuclear power to data centers. CEG, VST, TLN. The next closest, SMR which won't be ready until the end of the decade.

razorfox

I’m not holding $SMR, I’m holding the company that eats $SMR’s waste for breakfast: $OKLO runs a **fast fission reactor that literally burns spent nuclear fuel as feedstock**. Their Atomic Alchemy arm is extracting medical isotopes from it, with criticality on the test reactor targeting July 4th.

Ok-Department-4464

SMCI to the moon is the move or SMR

Conscious-Material16

The problem with NuScales reactors is that it has all the problems that current large reactors have. Safety is great and brilliant, but the waste is still an issue. Other SMR companies are trying to heavily reduce the burden of waste and if they can do that $SMR would be toast.

The-WanderingBread

I ended up buying AIPO etf instead of picking a specific company. However, GEV looks enticing despite how much it has run up already. SMR seems like it has way too many hurdles and delays for it to be something feasible in the next few years. I also have similar concerns as to what happens once these gpus become more power efficient....however at the same time the grid is constrained regardless. Electricity cost is not getting cheaper and if gpus become more power efficient...the demand will catch up sooner or later with bigger models.

_hiddenscout

I get the idea of the role, since it's kind of fair and probably helps people from pumping bad names. However, the draw back, we can't talk about small caps/nano caps. Like this stock is profitable, pays a dividend, but we can't talk about it since the marketcap is too small. The flipside is that junk is still allowed to be talked about. Like I have no problem with nuclear, but like SMR is have a 4B marketcap, but loses money and probably will never make money, but is totally fine to talk about here.

mousepop321

SMR to the moon once that Japan contract comes in

Frosting-Junior

Believe or not SMR

butterc0r3

anyone in on SMR

aliensayshi

SMR going parabolic

Rock_or_Rol

I had a 3 week streak there where I bought drones before the pop, then quantum, then SMR and then shorted BTC. I’d be cooked right now if I didn’t buy a shitload of USO puts predicting an oil drop before FOMC off CPI data. Just insane luck when only like 25% of my plays/hunches have worked in the past So hard not to go back to the table on a streak

FreeNicky95

Agree. If you hold long enough and sell calls even below cost basis and roll up and out to protect the shares you’ll recoup most if not all the value. I’m currently doing this with SMR. Assigned at 19. Current cost basis is now back below 12 through continuing to sell puts and calls. Grinding my basis to sub 10 so I can sell more aggressively and let it go.

IllustratorSad3632

Been speculative and shared my thoughts to my surroundings for quite some time. Told friends and colleagues to buy Rolls Royce at 3 and other energy and uranium stocks. I advised about Intel at 20 for their big foundry play (Obvs mentioning the risks and that I all I knew was the upsides). But here I am, 2-3 years after and every sector I looked at but didn’t invest in has gone up and I am on the sidelines. My favourite sector, uranium/energy, has rallied and it’s the only thing I have read about these past years and it’s the only thing that is part of my thesis ”The future energy demand will be crazy”. So right now I’m doing monthly deposits of 750$ (and change. and to will gradually increase) in: Global ETF (Around 1100 companies): 20% Emerging markets: 5.7% Small cap: 5.7% Germany: 2% Global X Uranium: 22.2% Xtrackers Electrification technologies Smart Grid: 22.2% IShares Copper Miners: 22.2% The thing is i have only made 1 deposit in my play for electrification and energy. I made this allocation prior to looking at the broad market and realized that \_everything\_ is up. And yes, I realize in a 10-30 year horizon it won’t really matter how it looks today but this current situation/market does make it hard to be disciplined. So you saying there are 3-5 years left is warming and also helps my thesis. But I’m thinking of adding individual stocks instead. OKLO, SMR and maybe X-energy, what do you think?

LankyGuitar6528

Hey! Jasper (my sentient AI) just got me to buy SMR. He thinks it's a winner. But what does he know.

FNFactChecker

Any time FuSiOn EnErGy comes up, it's a fantastic time to buy the uranium dip that follows the headlines And no, I don't mean pre-revenue dreams like OKLO. Majors/big ETFs: CCJ, URA, and URNM High-risk High-reward: LEU, UUUU (rare earth exposure), and URNJ (Jr. Miner ETF) ^(yes, it's AI) Names like SMR and UEC can definitely pan out, but to me they carry more execution risk than the names above. https://preview.redd.it/3301lkrqcr7h1.jpeg?width=1080&format=pjpg&auto=webp&s=674b3c3e3bd21e9aa8444d0f8151b52115eee78d

AssociateLate1116

Extremely confident SMR calls will print. This dip is a great opportunity. I’m loaded. South Korea investment finalizes this week and specific investments announced shortly after

Primary_Olive_5444

[https://www.bwxt.com/bwxt-and-rolls-royce-smr-sign-agreements-advancing-key-nuclear-component-manufacturing/](https://www.bwxt.com/bwxt-and-rolls-royce-smr-sign-agreements-advancing-key-nuclear-component-manufacturing/) BWXT more likely given the MOU signed. A MOU is better than nothing with OKLO and SMR

WindyCityMKT

The article doesn’t mention $OKLO at all. It says $25 Billion into $SMR - Nuscale Power Corp

FrankelloHello

If SMR would go to $1000 per share so I could afford to take a day off work that would be DOPE

Lucrenotes

SMR it's the future

Stockmerlin

Sweden selects SMR supplier https://www.investing.com/news/stock-market-news/rollsroyce-wins-sweden-nuclear-reactor-supply-contract-93CH-4742270

RetiredInvestor1

If you are looking for big bets on the spec side, it’s nuclear. AI Data Centers are energy pigs and need alternative energy sources from the power grid. I am betting on small modular reactors (SMR’s). Modular nuclear reactors that can chain multiple reactors together when needed. Two companies that are well positioned are OKLO & SMR. Very volatile, but on the cusp of revenue gains.

RJNavarrete

$SMR ripping! 🚀✌🏽️

Gandyv

SMR,trmed , Flnc & USAR 🤩

Frosting-Junior

SMR——> Sustained Money racking

Stockmerlin

Japan signs SMR deal https://www.telegraph.co.uk/business/2026/06/14/rolls-royce-strikes-nuclear-deal-with-japan/

FreedK70980

genuine question from someone who only watches, is the investable part of this the handful of named SMR companies people keep listing, or does that much government-directed money usually just flow to the existing large-cap reactor builders? i never know whether these big infrastructure headlines actually move the small specialised names or just the incumbents. not looking to trade it, just trying to understand who actually captures 65 billion.

khoa-bear

American SMR? You mean ASMR? I heard it is very popular in Japan.

Top_Box_8952

The U.S. is doing SMR? I’m more familiar with France’s program.

C130J_Darkstar

SMR as in “small modular reactor”, an industry acronym… not $SMR or NuScale.

PrimaryResolve641

Actually, oklo wasn't mentioned at all... Only SMR was mentioned, and while SMR was bought on Friday's market, oklo was sold.

IWantoBeliev

Oklo & SMR please tldr

AssociateLate1116

SMR calls. Way oversold and has a pending $25 billion Japan deal that’s being confirmed this summer

WritesWayTooMuch

The hard part with nuclear is the timing. We have 1 or 2 plants with actual plans to come online on the pipeline and nuclear and uranium has been mooning for over a year. All speculation with a moderate amount of increased revenue increase. Then there are SMRs.....great concept....has not been scaled yet.....expect big delays. China is crushing nuclear growth and will win the robotics race as part of the efforts they already made. They have almost 40 new plants on their pipeline and more coming. So what is an ai scaling company to do in the next decade?......enter bloom.....enter FSLR.....hydrogen and solar can provide power now....not as well as nuclear.....but those companies don't have 10+ years to wait for nuclear.  I'm hold some uranium mining.....I'm over SMR companies for now.....over is based nuclear ETFs or companies for now.....and building larger and larger positions in FSLR, ACES, BLDP and PLUG. Still very for the later 2.....FLSR has great earning and a better pe ratio....and aces is a clean energy etf to invest in companies I don't know about closely. Also have a small position in KGRN ....clean energy China ETF. Nuclear is great.....but the floor will drop when retail catches on to how long those companies will take to scale profits and revenue ..  it'll happen.....just the timing will spook investors IMO......especially when it hits media what so is spending on non nuclear power today.

point_of_you

SMR is great technology but $SMR (NuScale) is a scam lol

joeblow2118

Why is SMR not the play? What am I missing?

hamsterkill

I have a few energy or energy-related stocks in my holdings and a couple I'm watching. I have different reasons for being in energy from you, but that's the good thing about energy - it'll be important pretty much regardless. Even if you're wrong, you can still be right. Note I'm a very inexperienced and not very interested investor so take this for what it's worth. Materion (MTRN) - Advanced materials producer that stands to gain from new nuclear power construction no matter which next gen tech (SMR, molten salt, or even fusion) wins. Quantumscape (QS) - solid state battery producer that seems to have the best tech and shot at the market. High-risk play because the best tech doesn't always win. Energy Recovery Inc (ERII) - produces devices that allow recovery of energy used in energy intensive processes - specifically desalination. More of a water play than energy, but it exists at the intersection. The price has taken a hit this year due to Middle East conflicts. Nabors (NBR) (watchlist) - Oil drilling company that I'm more interested in for their longer term investments into next-gen geothermal drilling startups. Feels like the price has been very inflated by the Iran conflict, though, so I'm not buying in yet. If any of those geothermal startups goes public on their own I may ditch this one as well.

lilnunzio

Any news on $SMR? Lot of volatility after hours right now on it. Not sure if still a bi product of today.

SangerGRBY

Is SMR vaporware?

Electronic-Rate5497

The latest news was not good for SMR and you probably shouldn't hold them

Necessary-Lie8487

I have 35 shares of SMR currently. Since its stock is so volatile I’m hoping that maybe I can hold and at least minimize losses.

Electronic-Rate5497

Sell the SMR call and just buy the stock and I actually like the company as well but the latest news wasn't to positive and it's a few more years till I believe till they have a working reactor

p8inKill3r

NNE, SMR, NLR + any other energy not fuel

MeowTheMixer

I see tons of stocks on here recommend with no profits.... Rocket lab, specifically is running at an operational loss. All the SMR, and quantum plays. These companies don't get the same level of vitriol as SpaceX for having a red bottom line. It's a fair argument, just doesn't seem to align with this sub (other than Elon bad).

Ok_Mouse_3791

$SMR is a good company to look at as well if someone wanted nuke exposure. Created at Oregon State University (same place Huang went), they have the first and only SMR that is approved by the Nuclear Regulatory Commission.

c-u-in-da-ballpit

Is it possible to have a diversified portfolio that isn’t just a collection of names? I disagree with Euro rearmament being a bad trade. It’s significantly de-rated this year, but the structural forces are still well intact. Rheinmetall is 40% of its high with a record backlog and procurement visibility into 2030. Naval expansion (F126 frigate program), drone/loitering ammunition (€2B FV014 award pending), satellite/space (SPOCK1 program), Ukraine reconstruction contracts etc. They have a lot going on in a Europe with realigned priorities that favor them. Safran has ROIC of 23%, ROE of 55%, trailing P/E \~17, forward P/E \~27 with no debt. Not a bargain but also not inflated. Just a well discipline and well positioned company at a fair price. Kongsburg Q1 revenue grew 26% and EBIT grew 55% year-on-year with a 16.6% margin. Same story as Safran. Airbus is a duopoly, maybe doesn’t belong under this theme. Rolls Royce is more an SMR bet than a defense one. So probably also doesn’t belong under this theme. The 90s peace dividend era is over. None of these trades seem like a bad bet to me. No interest in owning UNH. Novo is undervalued. I know that’s been said for months and sentiment is in the toilet, but the fundamentals are just not aligned with the price. Idk what makes the AI tilt “questionable”. Broadcom is a dominant chip maker. Arista is the market leader in networking infrastructure. It’s just a small position in two quality companies. I’m 30. Idk my target retirement rate. Best laid plans of mice and men

idontgethejoke

Shorting SMR at 60

PoppaBurgundy3

SMR

biglebowskidude

X Energy (E) - Business Model Analysis Pre-revenue advanced nuclear startup. No reliable price data available yet so no valuation — but here's the business breakdown: What they do: Small modular reactors (SMR) — specifically the Xe-100 helium-cooled design targeting industrial heat and hydrogen production. Bull case: DOE backing reduces risk, real industrial demand for carbon-free heat, technology differentiation with TRISO fuel design. Bear case: Pre-revenue, NRC approval could take 5+ years, massive capital requirements, competing against NuScale and Westinghouse for the same market. Honest verdict: This is a 10+ year bet on nuclear regulatory approval and industrial adoption. High risk, potentially high reward. Not for the faint of heart.

kaybloc

Appreciate the insight. I’ll look at getting into OKLO as well. Selling CC’s on SMR right now so might take a little time to diversify.

Anon_96818

At this point, yes. I've been in both at different points. Got out of SMR when their Utah project fell through and they said they were ditching their approved design and trying to get a bigger reactor approved instead. Very different businesses with very different business models. Oklo is the most vertically integrated on the sector, from fuel fabrication to operating their plants, even selling radioisotopes (market will double in less than a decade) on the side.