SMR

Traditional_Ad_2348

SMR

t-hawk5

Agree completely. Interesting to see how $OKLO has a $10B market cap with 0 revenue and $SMR has a $5B market cap with basically 0 revenue. Both companies are going to need HALEU to run their reactors, where will that come from? I think $ASPI has a real shot

FireHamilton

But what about SMR and private companies like TerraPower? I also heard that most in the industry think OKLO is a joke.

Sea_Pomegranate_4499

I did not say they make nuclear reactors. Here, let me quote you: **HALEU Demand Risk**: The demand for HALEU fuel is dependent on the US Nuclear Regulatory Commission (NRC) approving HALEU-based SMRs, which is not yet a certainty. SMR stands for Small Modular Reactor. Nuclear Reactor. Now go re-read my comment and try banging those two neurons of yours together and make a spark.

Important-Factor6788

i have the service and i find the filters extremely helpful. His program is valuable and the "power gauge" is nice. I don't usually follow the analysts though. however i started to look into their recommendations based on some of their filters. they recommend 10. lowest being 4.1% gain over the last year. highest being 327% gain. the 10 stocks in that filtered range in price from the lowest being 15.50 and highest being 307. So long story short i think his program is helpful- especially when bouncing off WSB- to see when i want to invest in RKLB, NBIS, SMR, PLTR, etc. Chaikin has other "no name" companies that you can learn about to.

Yogurt_Up_My_Nose

seriously, dude should be throwing money at SMR's.

Iwasahipsterbefore

SMR looks interesting. Small nuclear reactors and they already have approval to start building

Bradleydrivn

I previously looked into SMR. They had 1 prototype with regulatory approval, but its been abandoned since the economics were no where near competitive. Their pitch books would milk the fact that they got approval but would overlook the part where that approval is irrelevant since the project was abandoned. They were back at square one so to speak. Of course their stock has rode the wave since but I wonder what the actual business is doing now, if they've made any progress. Any idea?

dimethylhyperspace

One of these stocks will make a 20+% move this week: OKLO SMR BBAI AI BMNR ASTS RKLB you just got a pick the right one on the right day

batiste

Normal reactor managed to get a decent price by vertical economy of scale: building bigger to produce large quantities of electricity. The SMR have the promise of an horizontal scale: they will not produce a lot of energy per unit but will build the reactor on an assembly line, and you have several in each plant. It is difficult to judge if that makes any sense economically.. It is not proven and could be total BS.

stumanchu3

I partially agree with you here and your astute presentation! Solar takes up a lot of space though, and the small SMR option is not only “small” but has a dedicated base that is working very hard to make inroads. I understand the trepidations about Nuclear energy, but there are new and world class technologies developing not only SMRs, but a way to process and reuse waste in significant ways. Check out LTBR for effort. Yes, it’s going to take some time, and it’s best to just have all of them in your portfolio. Some might lose, but the winners will make up for that in the long term.

LarryStink

My coworkers friend lost 15k on SMR calls and then told him he thinks its going to pop and he should buy calls on it. I told him his friend is a shit trader and he should quit now before he loses everything. Which one of you regards is it?

sox3502us

SMR

Y_E_double-YEW

Solar + BESS is great in places that are always sunny, but AI is going everywhere. I work at the intersection of AI + clean power and none of the hyperscalers are seriously considering building their data centers backed solely with solar + BESS in most places. If they are, you better believe it’s going to be paired with significant gas capacity to ensure reliability, driving the $/MWh price way up when you need to layer in that redundancy for solar intermittency, and making new nuclear significantly more cost competitive. There is a reason you’re seeing them sign PPAs with existing nuclear plants in the Midwest / mid-Atlantic: reliable baseload power or “clean firm.” Solar + BESS can’t give them that in those areas. Even in ERCOT right now which is great for solar + BESS and has little to no regulatory red tape, I’m pretty sure the last LCOE I heard for that tech is over $100/MWh. Also look at Meta’s deal with Entergy LA last year for their new data center there. It’s new gas capacity + some renewables for show, but the capacity they’re relying on is gas. Hyperscalers are also investing heavily in clean firm solutions — Google with Fervo (geothermal), Kairos (advanced nuclear), etc. and Meta put out an RFP for a partner to develop 1-4 GW of new nuclear last December. That’s up to 33 TWh/year. That’s not small scale and it’s just the beginning. There’s definitely also a pride thing here. These companies are in a rat race to try to deploy the first data center powered by a new reactor as a feather in their cap. To be fair, I don’t think that SMRs / advanced nuclear are going to be big winners in the near to medium term. They’re a bit more of a moonshot IMO, and I think trying to pick the winner there is really hard or near impossible. More likely, I think, is a tranche of new AP1000’s in the next 10-15 years with smaller scale innovation in the SMR and advanced spaces until 1-2 preferred tech winners eventually emerge, then those 1-2 companies are going to take off, but good luck picking the right stocks. The regulatory and operational risk of a bunch of different / new reactor types is huge. I think once we see one or two advanced reactor or SMR designs go commercial, that’s likely the only type that will be deployed & scaled because companies who actually operate these plants longterm don’t want a bunch of different designs in their fleet. They (and the industry at large) will want as much consistency across their fleet as possible to enable knowledge sharing, drive down cost of replacing equipment, etc. This just isn’t an industry that deals in enough scale to justify deploying and maintaining multiple new reactor types longterm. It also operates with a rigid safety first mindset (a good thing IMO) but I do think it will mean that the winner in the SMR & advanced nuclear race isn’t necessarily going to be the best tech, but is instead going to emerge via the combination of cost, speed to market, and safety. Anyway, all that to say, don’t get me wrong: solar + BESS is awesome and we will see a lot more of it in the places where it makes sense, but there will be a huge role for existing and new nuclear and other clean firm solutions in the AI power boom because solar + BESS isn’t reliable, clean firm power everywhere.

C130J_Darkstar

Oklo is way more promising than RYCEY, it’s not even close. Summary below doesn’t even factor in that they were awarded 3/11 of the DOE pilot projects for 2026 deployment. Oklo is positioned ahead in the SMR space because it has a much earlier deployment target, aiming for its first plant in 2027–2028 compared to Rolls-Royce’s likely 2030s timeline. It has already progressed into site preparation, licensing, and NRC reapplication, while Rolls-Royce remains in design and regulatory assessment. Oklo also has concrete commercial traction, with letters of intent in place and a confirmed U.S. Air Force project, whereas Rolls-Royce has global interest but no firm orders. Partnerships with companies like Vertiv and KHNP provide Oklo with strategic advantages, and it benefits from strong funding and investor support. Finally, its market focus is on active U.S. deployment and direct engagement with energy customers, in contrast to Rolls-Royce’s design-first approach and longer-term strategic development.

C130J_Darkstar

Oklo is way more promising than RYCEY, it’s not even close. Summary below doesn’t even factor in that they were awarded 3/11 of the DOE pilot projects for 2026 deployment. > Oklo is positioned ahead in the SMR space because it has a much earlier deployment target, aiming for its first plant in 2027–2028 compared to Rolls-Royce’s likely 2030s timeline. It has already progressed into site preparation, licensing, and NRC reapplication, while Rolls-Royce remains in design and regulatory assessment. Oklo also has concrete commercial traction, with letters of intent in place and a confirmed U.S. Air Force project, whereas Rolls-Royce has global interest but no firm orders. Partnerships with companies like Vertiv and KHNP provide Oklo with strategic advantages, and it benefits from strong funding and investor support. Finally, its market focus is on active U.S. deployment and direct engagement with energy customers, in contrast to Rolls-Royce’s design-first approach and longer-term strategic development.

C130J_Darkstar

It’s common knowledge that Oklo is way more promising than RYCEY: > Oklo is positioned ahead in the SMR space because it has a much earlier deployment target, aiming for its first plant in 2027–2028 compared to Rolls-Royce’s likely 2030s timeline. It has already progressed into site preparation, licensing, and NRC reapplication, while Rolls-Royce remains in design and regulatory assessment. Oklo also has concrete commercial traction, with letters of intent in place and a confirmed U.S. Air Force project, whereas Rolls-Royce has global interest but no firm orders. Partnerships with companies like Vertiv and KHNP provide Oklo with strategic advantages, and it benefits from strong funding and investor support. Finally, its market focus is on active U.S. deployment and direct engagement with energy customers, in contrast to Rolls-Royce’s design-first approach and longer-term strategic development.

C130J_Darkstar

Oklo is the best SMR company IMO, and it’s not even close. They have a first-mover advantage, backed by a highly scalable model with roughly 14 GW in their order pipeline, strong DoD and DOE partnerships, additional revenue verticals in nuclear fuel recycling and medical/industrial radioisotopes, proven reactor technology, and the strongest balance sheet amongst SMR projects. Their leadership team consists of MIT PhDs who have deep ties to both government and major tech companies, positioning them perfectly for markets like data centers, microgrids, and remote industrial sites. The current valuation reflects only a small fraction of the contracted and anticipated future revenue stream. Oklo’s microreactor design allows for factory fabrication, rapid transport, and on-site installation, bypassing many of the bottlenecks of large-scale nuclear builds. Their COLA application route also allows for subsequent review windows of 6-18 months, and that doesn’t factor in tailwinds from the recent executive orders. Most importantly, Oklo’s ability to project-finance debt against future recurring revenues creates a structural scaling advantage, enabling them to roll out multiple units in parallel through the 2030s while many competitors will still be in initial deployment. Just this week, both Oklo and their radioisotope partner Atomic Alchemy were officially selected for the DOE’s reactor pilot program, streamlining the path to their first operational units by July 4, 2026. NFA: I’m a long-term investor, not a trader.

decomposition_

RKLB, OKLO, IONQ, SMR, but keeping a small holding of each as I think they all will grow

tripstermcgee808

I’ve been taking gains on other positions to load up more on UUUU, OKLO, and SMR for the past few weeks. All aboard the train to nuke town!

C130J_Darkstar

Couldn’t disagree more… Oklo is worth way more and it’s not even close. They have a first-mover advantage, backed by a highly scalable model with roughly 14 GW in their order pipeline, strong DoD and DOE partnerships, additional revenue verticals in nuclear fuel recycling and medical/industrial radioisotopes, proven reactor technology, and the strongest balance sheet amongst SMR projects. Their leadership team consists of MIT PhDs who have deep ties to both government and major tech companies, positioning them perfectly for markets like data centers, microgrids, and remote industrial sites. The current valuation reflects only a small fraction of the contracted and anticipated future revenue stream. NuScale, while further along in traditional NRC processes, is at least three years behind Oklo in timelines, uses less advanced Gen-III PWR technology, has fewer strategic partnerships, and is hampered by a utility-scale model that is slower, more capital intensive, and less adaptable to the distributed energy shift. Their design certification is not the same as an immediate build approval… any project would still require lengthy, site-specific construction and operating permits from any potential buyers of their design, adding at least another 3-4 years before deployment. In contrast, Oklo’s microreactor design allows for factory fabrication, rapid transport, and on-site installation, bypassing many of the bottlenecks of large-scale nuclear builds. Their COLA application route also allows for subsequent review windows of 18 months, and that doesn’t factor in tailwinds from the recent executive orders. Most importantly, Oklo’s ability to project-finance debt against future recurring revenues creates a structural scaling advantage, enabling them to roll out multiple units in parallel through the 2030s while many competitors will still be in initial deployment. Just this week, both Oklo and their radioisotope partner Atomic Alchemy were officially selected for the DOE’s reactor pilot program, streamlining the path to their first operational units by July 4, 2026. NuScale wasn’t selected and one of their largest investors, Flour, is publicly looking to exit their 15 million shares position.

dimethylhyperspace

Ha I get it. I think if you just hold SMR it'll do a giant day in the near future.. Actually I noticed a lot of calls were opened for smr today specifically

Butholxplorer_69_420

Yes I am mostly just saying this because I first started buying oklo at 6 and sold long ago and have watched in rage as it 10x's Money needs to go out of oklo and into SMR. I cannot believe earnings didn't bottom oklo out

tripstermcgee808

I’m way way too deep in SMR calls. It’s beat to shit these past two weeks, here’s to maybe lol

Awuxy

Yes cunts make the SMR calls more worthless so your slow bitchass can get in on it before it pumps

Awuxy

Fucking SMR at the tailing end of its drop before its V. Shit literally isn't going up

socia1_ange1

SMR been dumping lately but this bad boy is gonna blow up soon ☢️

OkCorner2314

SMR lol

Cool-Confection-8673

If you want a real SMR company, buy Rolls-Royce (RYCEY), as it's one of their many revenue streams and is approved and backed by the UK government. OKLO does not even have an actual factory.

phynerd9

As with all these SMR companies, the details matter. Many of these seem to require HALEU, added expense and proliferation risk. For thermal and neutron efficiency surface are to volume considerations favor bigger reactors. Also, I find the idea of plopping a reactor down next to data centers to be somewhat unrealistic.

Dudebobski

I like in the filings that there’s a built-in “pump target” at $16. If it trades at or above $16 VWAP for 20 of 30 trading days anytime within 5 years, the company must issue 1,500,000 earnout shares to a preset list of recipients (heavily “service providers,” i.e., employees/insiders). If those shares are issued within 180 days of closing, they’re locked for 180 days. Translation: insiders are directly motivated to push/hold $16, at least once. Coming from the same sponsor spac team that took NuScale $SMR public is also highly encouraging. Correct me if I’m wrong, but SMR warrants went from pennies to $13+ at one point when it began rising and prior to getting called (60x gain)… Doubt SVIIW can do that, but at least it’s also an encouraging thought.

AdamArcadian

My understanding was they needed to get approval from the NRC before they can build in the US. Is that old news? I thought NuScale was the only SMR company that had the approval to build, which is supposedly a long and painful process.

OilBull

Need more small sector plays like SMR/OKLO and PL/RKLB/ASTS any suggestions?

broke_ugly_dumb

thoughts on SMR?

tripstermcgee808

Could you all do me a favor and buy like, a couple hundred thousand worth of SMR each? Need it close to 50 by Friday. Thanks!

LongroddMcHugendong

SMR really oversold yeah? Thinking about moving in after a -13% week

tripstermcgee808

What the fuck SMR

TeddyTango

Only 1 company (SMR) has received approval on their SMR designs from the US nuclear regulators, and they weren’t chosen to be one of the companies that the DOE announced in their Pilot Program, and if the current Secretary of Energy had any sway here that is probably why OKLO is on the list and not SMR, as he was previously a board member of OKLO, as well as Sam Altman A lot of OKLO competitors aren’t listed on the stock market and are private companies (Terra, Kairos, a few other smaller ones) Almost none of them have started construction of any nuclear aspects of their buildings, all awaiting approval and trying to get past the red tape Hopefully the few companies chosen should help accelerate their timelines and not cut corners while they build out their infrastructure It’s a gamble at the end of the day, and I just think with the current admin OKLO is in a prime spot to benefit the most, since it always seems to be who knows who, and not who makes the best product

TeddyTango

They narrowed their losses versus previous reports, they STILL are pre-earnings, so idk who was expecting huge earnings to be reported to begin with Then Today they were announced as being selected in Trump’s Nuclear Pilot program, and their main competitor SMR didn’t, which is likely why they wouldn’t comment on a timeline, as the very next day it would have been completely different They also slowly corrected ~15% from $84 down to $70 over the past week and were in a great spot to pop back up They’ve been a super hot topic the past 6 months, and AI hasn’t appeared to go anywhere or slow down, so we still need to find a solution to power everything in the future And their previous board member is the current Secretary of Energy, in an administration where everyone is lining their pockets as much as possible

C130J_Darkstar

https://www.reddit.com/r/OKLOSTOCK/s/8njf5CykCi Oklo got selected by the DOE today to build a reactor within one year, SMR was not one of the 11 companies selected…

LasyKuuga

At this point I don’t know why OKLO over SMR and I’m afraid to ask

Top_Cranberry_3254

If you are willing to average down a little if they fuck with them more, here's shorter term free money: NOVO LILLY CAPR PDYN RDWR SERV SMR SM BRBR VRTX Longer term free money: FLIX BBAI And tmrw's best play: ASTS

notaballitsjustblue

Rolls Royce. Massive share of big aircraft engines. Also a monopoly on UK and AUKUS submarine reactors. And UK SMR production.

decomposition_

Not an unreasonable take to assume power supply would follow power demand, no? This is why SMR companies along with the overall energy industry are trending upwards. There will be lag while the SMR companies overcome regulatory hurdles but for simpler energy that is already mainstream it’s a case of investing in expanding

LostAbbott

That is where small modular tractors step in.  They can drop a safe reactor right next to every server farms and basically supply endless energy.  SMR already has approved designed and contracts to build reactors.

Dense_Comparison_614

I have Oklo, GE Vernova, Vistra, SMR, CEG, and others that aren't doing as well. I had Rocket Lab early on but sold for some reason about 9 months ago and it "rocketed" up! With all the AI, they have to have energy of some source and there isn't enough to power the future.

socia1_ange1

SMR about to bounce back like flubber

socia1_ange1

Will SMR hit $100 this year?

ComplexChef3586

Maybe check out Westinghouse for nuclear individual picks. I like NNE, SMR, as picks but I'm not in them and need to do more DD. There's other companies like sulzer Ltd that's for a thorium reactor approach. Lng and coal (coking and metallurgic but more metallurgic) is what's going to power the growth of AI.

C4Aries

My two best performing stocks are small cap, SMR and AMPX. SMR I heard about from a friend who works in a related field, and AMPX I heard about from a podcast who interviewed somebody from the company. Its maybe not the most satisfying answer by listening to people or news sources that are tuned into cutting edge tech, but that are not focused on trading, you can get a scoop.

tripstermcgee808

Made $2k on weed stock bullshit today, lost $5k this week on what I thought were surefire spy plays. Next week SMR and SOXL need to save my ass

Rockatansky77

KTOS. It hurt to sell but I needed the money for something else. Archer Aviation is about to get FAA approval. SMR just took a hit after earnings and is in a prime spot to buy. They just received NRC approval.

tripstermcgee808

SMR oversold? Picked up 45 $50c expiring next Friday.

Harp-Note

SMR is dying so that might not be a bad idea.

Otterpoopie

u/askgrok how many times has $SMR moved double digits after earnings?

Otterpoopie

Yo wtf…. u/askgrok how many times has $SMR moved double digits after earnings?

Such_Region2724

there’s a 2x leverage for everything now. CEG, UNH, SMR…the oversaturation will look so obviously a tell in the rear view mirror of all of this. Just like every time beforehand.

bspec01

$Rycey and $SMR

666KekLord420

Cliff notes from the SMR earnings call- Analyst: Are you sure you can deliver on these timeframes? SMR Guy: I’m sick of this question, we have delivered time and time again on our promises. I don’t know why you even ask it instead of looking at what we have already accomplished ahead of schedule you dumb fuck

callsonreddit

SMR -4%

666KekLord420

Gonna need an SMR beat so my mostly unrelated position can moon off pure hype 😮‍💨

666KekLord420

Did anyone here yolo SMR for tonight?

_Rexfest_

!banbet SMR $50 3H

_Rexfest_

SMR gonna moon?

Spoogs

I almost bought in at 4 but didnt. Heard some news about them getting involved in SMR supply chain

synthesis_m8

SMR calls. Their earnings are today at close

freakinsilva

grabbed a single SMR 46c expiring tomorrow just because I wanted something to do today

dickychann

SMR, never heard of them until I looked at the earnings chart. We got calls boy. LFG

callsonreddit

SMR only goes up on earnings right?

CountryMac84

$SMR

callsonreddit

SMR earnings only go up? Hmm..

socia1_ange1

SMR shooting up after earnings

Wise-Morning9669

My pockets love his policy. Trump post tariff News. Stocks tumble. I buy dip and send a thank you tweet for POTUS 🐐 2 days later the market doesn't care anymore and everything 🚀 When my portfolio is bleeding because of overreaction I pounce. If this keeps up Nancy Pelosi better watch out 😂 Trump is out here printing money for Americans! God bless him! I don't care much for politicians they're all corrupt and corporate slaves. Call me crazy but I'd much rather have a leader doing good for America instead of selling us out to China. My American rare Earth companies are ballooning My nuclear SMR companies and mining companies(American) are booming! My data center companies are booming! My semiconductor companies are booming! Quantum stocks are predictably volatile and have been bought sold rinse and repeat since May! If you think this president is not good for this country then you're in denial. Throw the politics out of the window. If you're American you should be grateful. It's going to continue to grow back into the wonderful country it once was before the last administration had everyone too distracted fighting over race religion and even gender!?! This is what they do. United we are strong divided we're right were they want us. Peace ✌️ and love to all human beings! Now let the hate begin because I dared to speak positively about the current administration. 😂 I was banned from another thread for posting something similar. Talk about hypocrisy. I want to Americans to win and I don't care what you do in your bedroom with who and I don't care about race, religion or gender. I care about human beings and I care about the country I was born in and will die in. Finally, if you disagree with anything I said great 👍 that's your right. What isn't cool is the hatred that comes with it. Not a good look to rag on someone because they don't agree with ones point of view.

Parkingking33

They don't do anything lol. Even worse than ASTS, Joby, ACHR, SOUN, etc. At they have a working product. Those fools have never even built a SMR lmao.

utitses

anyone doing SMR calls tomorrow ?

tokensRus

SMR

TeddyTango

Haha SMR actually, then I watched it go up a few % and not sell for like the third day in a row 🫠

Embarrassed-Quit-744

SMR that is all 8/15 60$ calls

gamjatang111

Well OKLO does a lot of things. Fusion research is just one of them. I personally think all SMR companies are grifters until i see one built

skondie780

SMR $47 calls aug 8 exp. Small Nuclear Reactors for energy on data centres. Earnings on thursday.

IllBuyYourCar

I love buying washed up WSB tickers that still have momentum LUNR and SOUN been making me money, just bought $45c’s on SMR. BA calls back to break even

TeddyTango

And SMR and NNE right in tow Nuclear 💪

TennysonsArthur

What happened to SMR? The earnings are later in the week and today is pumping (+10%)

Key_Candidate_2461

SMR

igfhhffbjjhcc

Probably see more gas turbines getting dropped in plus scale up battery storage before nuclear takes off. I like SMR too but permitting is increasingly complex with government scientists splitting

HaveYouEverNoIveNeva

reasons why I think either OKLO and SMR have Nvidia level upside or we’re about to detonate the grid and set ourselves back quite a ways

Much_Personality9450

SMR call puts?

863dj

I was wheeling SMR for months with a sub $10 cost basis, ended up getting assigned hundred of shares around $17 and got called away at $22. Not a terribly play, but I learned a lesson to not wheel stocks that you want to keep. I still own some but wish I had held.

likwitsnake

Sold SMR at $5

TeddyTango

I mainly trade nuclear stocks - specifically SMR on this trade - bought in at -15%, something like 43.25, and sold out at around $44.80 - 45.10

LabyrinthLayers

SMR how could you do this

rando9999912

I’m short all your favorite stocks and I’m gonna bank today. 🔪ASTS 🔪JOBY 🔪SMR 🔪QBTS 🔪 QS 🔪ROKU 🔪SOFI 🔪HOOD 🔪SYM 🔪 PLTR 🔪U 🔪 🩸Monday will be worse 🩸 ❤️ 🐻 ❤️ 😘

Visa5e

No. There are no regulatory approved designs for SMRs at the moment, and no guarantee that such a design could be built in a way that makes sense economically. Most SMR economics envisage building thousands of units to amortise the investment, but theres no evidence that such a market exists.

TeddyTango

I’ve been big on nuclear (OKLO, NNE, SMR) But they’ve gone up so much in such a short time I think it’s due for a correction and then I’ll jump back in Famous last words 😁

Wisefool157

I would hate fuck the shit out of OKLO if they even had an SMR for me to penetrate.

JamminBabyLu

SMR and NNE - chips need power.

JEFPH007

SMR!!! Crushing!

Rush_Is_Right

Interesting. I already had a starter position because I like the team. Could be an update just because SMR is doing well, but I'll smoke a little hopium.

SoManyTendies

They added more info about the SV -> SMR merger, their previous SPAC. Check this thread on Stocktwits for more details: https://stocktwits.com/SoManyTendies/message/622104096.

Winter_Demand_7721

$OKLO has no finalized contracts, a couple letters of intent is all. And $SMR doesn’t have any contracts at all except for a second phase feed study with Romania through Flour