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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
Bought SMR and OKLO puts for next week. what a stupid random pump on them today. My finger was itching to do the same for quantum garbage
all meme stocks pumping RCAT SERV SPCE SMR OKLO RKLB LUNR
SMR Company is NuScale. They make small modular nuclear reactors. It's my personal opinion that is a large answer to the energy mix we need for the future. The small modular part should be the key to making them "safe." I wouldn't even recommend investing in them strictly for a return on investment. They are so beholden to government permitting, it's impossible to tell how the company will fare in the long run. This is one of the very few companies I have invested in, strictly because I want to see them succeed. (they do happen to be up 300% in the last year, strictly because of the permitting I was talking about).
Might be an AI post but wasn't wrong up 64% since the post. Long term I dont believe this model works but the perception of SMR right now is so good the SMR companies include $NNE are hard not to play. All nuclear is 8-10 years out to approval let alone deployment. Who knows what happens between now and then with whose in office. We need all forms of energy and the politicalization of our energy needs should stop. If we dont start deploying more gas oil lng solar nuclear (sans wind) then power will simply become unaffordable.
The small nuclear reactors (SMR) are proposed to use uranium enrichment in the 5%-20% range. Naval reactors use much higher than that, but not weapons grade. The higher enrichment allows the reactor physical size to be small enough to fit in the ship. SMR projects being proposed are not one SMR at the site. The site would have 4 or more to make the project worth doing.
SMR reaching an energy deal in the UAE? Let’s take a moment to thank the papa 🌮
RYCEY is awesome $5 to $12 in 12 months.Great turnaround with an excellent CEO more tailwinds with defense spending and SMR contracts
Yeah but for those of us who have actually done this a low PE ratio can actually get pretty scary sometimes. -3.68 hits a lot different than -278. Looking at you RIVN, SMR (both actually outperforming hugely now because this strategy actually works)
If your goal is to chase AI adjacent engery stocks, would you ever pick an LMT or HON? They are very diverisied companies. If one vertical is doing well, and one is not the stock maybe won't move. Imagine Alphabet's Waymo traded as its own company, it would certainly have some value and demand because of the future potential. Put that drop of water in the big bucket that is GOOGL and it adds no material value - it's just that drop of water. SMR and OKLO are very speculative. The bigger companies such as GEV and RYCEY are also working on SMR's. So you're paying a big premium on 2 companies that could sputter. There is no substantial existing market for SMR - it may or it may not materialize; and that is years away. When you buy the ETF, you are effectively investing in all of those companies - some of which are competing against each other. There is no right or wrong answer. But based on your original post, I was under the impression you are trying to chase the growth related to AI nuclear power. Buying the ETF just means you are allocating some funds to dead weights. An extreme example is Mag7 versus the 493. But if you feel more comfortable hedging with a larger group that's fine as well - obviously it's less risky.
Nuclear power is crazy expensive and takes forever to build. We mostly have old plants and don’t really have SMR tech like China. Plus, US sanctions block Chinese companies from deploying theirs. Meanwhile, China’s working on a fusion–fission hybrid reactor that could totally kill uranium demand. And breeder reactors are a thing too, they basically create more fuel than they use. But most got shut down because they’re expensive and really complicated. Hm, maybe you can still gamble on sanctions staying in place and the industry’s lack of innovation.
If it were me, I'd buy the individual stocks which are actually benefiting from AI datacenter contracts today - CEG CCJ VST. I don't know if I missed any, but I know those 3 for certain. With the ETF you are paying a lot for more speculative SMR technology along with underperforming companies who just happen to be in the industry - I'd rather concentrate that on the AI players. Also, outside of AI, are we actually seeing a widespread adoption of nuclear? I'm not so sure.
To each their own, but it's a bit different than compared to dotcom. For one, the infrastructure and what we are doing in data centers is much different than the initial build out of the internet. Even if AI never existed as we see, there is going to be more and more demand from data centers. Almost all companies are going hybrid or on the cloud. Even in a recession, all software companies are going to be building new features that require new api's, more computing, databases, etc. As far as the ROI comes, it depends at you are looking at with the AI picture. There are saas companies now that are talking about wins from AI. I don't know if the big data center owners, like MSFT or AMZN will be the biggest winners, but they will still see people on their cloud regardless. Clouds are really sticky products and it's hard to move from one to another. There is also other aspects of like the fact that the US grid needs to be modernized and we are already looking at more electricity consumption, even before the AI story. Also the valuations of MSFT and Amazon are much better than a lot of the DotCom names. That being said, there are still things that will probably pop this in this story at some point. Like SMR and OKLO are stuff that I wouldn't want to own long term based off their valuations. I mean at the end of the day, even of someone like MSFT over invests in data centers, they will be used in the long run and the company can afford the Capex.
Why, because of nuclear? They got us there too. There producing 10terrawatts to our 4.5. We are a decade away from SMR plants
SMR and OKLO still have juice? If so, yes!
OKLO and SMR have been good to me
Buy more RYCEY! SMR contracts inbound.
$SMR got the 2nd regulatory approval last week. Stock is going to 50x once the start announcing contracts
Bought up like 200 POET @ 2.50/share. Picked up 100 SMR (NuScale Power) @ $16/share. That's all i've done besides my DCA. SMR has been profitable and POET is still working to climb out and thrive!
Eventually holding some kkr and SMR has done decent but want to get some $CRISPR too maybe 🤔
$SMRi s going M🌝🌝N with nvidias data center demand going up. Yall are trying to multiply your money with a company that’s already 3T when the real wealth will be created when SMR goes from 3B to 3T
Most of the major uranium stocks have already pumped - OKLO, SMR and CCJ. That leaves junior miners like DNN, and a much more established uranium producer like UUU. I've already sold my positions in SMR and CCJ, and I've got limit stops for UUU and DNN set at their 52-week high.
Uuuu is on mine as well. FMST I bought at like 97cents and it just keeps going up. Oklo is the hotness right now. SMR has been doing well. BWXT is another one. Also watching Denison mines since they are connected with FMST but that one hasn’t really moved which I’m confused by
I work in natural gas sales and trading for an energy company, and I think it’s important to be realistic about which nuclear companies will actually become major players. OKLO is still highly speculative and is getting attention largely due to its ties to the current energy secretary, but it has no revenue yet and is more of a concept-stage company. You’re also overlooking two key players: Rolls-Royce (RYCEY) and GE Vernova (GEV). Both are heavily invested in SMR development and have real industrial backing. SMRs, in particular, could be critical for powering things like data centers, which need scalable, low-emission energy solutions. So yes, I agree nuclear ETFs like URNM and NLR could benefit long-term, especially if this policy support continues but picking companies with actual infrastructure and momentum is crucial.
Tennessee Valley Authority (the power company around Tennessee) just applied for the very first federal permit to build an SMR. The company they are using to build the reactor is GE. I bet most people here didn’t know GE designed/built SMRs as the only companies I see mentioned here are the same OKLO, SMR, and so on. Couple that with the fact that the revenue from these nuclear deals is one and done, I’m not too interested in investing in the sector.
$SMR 
Did OKLO and SMR finally run out of juice today? Let’s find out
> For clarity, once fusion achieves commercial viability, it will make any other alternative tech like SMR obsolete almost overnight. I mean, once people gain the ability to fly it'll render alternative modes of transportation obsolete - doesn't mean it's going to happen any time soon. Feel like this post waves away cold fusion like there's only a few steps left to figure it out......it's the same chemical reaction that powers the sun.
You feel the same about OKLO and SMR?
Haven’t nuclear subs had smr’s since the 50s? SMR powered towns or data centers make sense I suppose. Bury them in shafts deep under ground to protect it from terrorist.
Yeah OKLO and SMR have been running every day for a month. Not a good time to buy in. SMR, OKLO, LTBR, UEC, all down in premarket while the market as a whole is up. Nuclear will probz chill for a while. Top signal = reddit posting yolo 20x gains
SMR is a bonus but really I just wanted a non-us defense contractor in my portfolio as it seems like US is going to be bleeding some customers in the coming years
What's your thoughts going forward? Are you waiting for the SMR approvals to come through?
Gap N Gos are my least favorite set ups. Spend the entire day waiting for the bottom to fall out 😂 I hear you. Made a little in SMR early but it’s back to wait and see. If SPY clears 591, there’s a good road to 595 to go in with some size. Tomorrow I imagine is compression city before NVDA earnings and digesting the move today. Good luck!
My only regret with SMR is not buying 100x what I did.
SMRs have lower economies of scale and lower efficiency in terms of cost/output and time to develop it is same as a big nuclear plant, so not super certain about the SMR hype. However, fusion is the way forward if it’s achieved in a stable and controlled way. For clarity, once fusion achieves commercial viability, it will make any other alternative tech like SMR obsolete overnight. Mainly because fusion doesn’t require uranium at all (fusion uses hydrogen). I used to hold SMR, now only cameco. Once fusion is viable and commonwealth fusion or helion public, I’ll sell cameco and buy those stocks.
What's everyone's price target for SMR? Looks like it's breaking out for the long haul.
SMR is not the best company to invest in within this sector. https://www.reddit.com/r/wallstreetbets/s/BRAGjgSLJb NFA.
I found those SMR and OKLO week before they start going up. But week later it was 30% percent up. I believe already missed the chance and then its 50% more up. I can’t decide its fine valued or still more to go. How do you guys think in situations like this? Also is it still buyable?
SMR, pls collapse Trump, pls cut nuclear funding God, save my puts
SMR is definitely the nuclear stock with the most potential
How efficient is taking 10 years to build a singular SMR?
Jesus how is SMR still going
OKLO AND SMR still have juice in them
When SMR makes me a millionaire I’ll tell people I’m an “alternative energy investor”
Cameco and Denison Mines are two with room to grow - sold SMR already with a decent profit
Wish I bought SMR stocks instead of uranium mines. Oh well
!banbet SMR $75 July 1st
Rolls Royce has SMR project. But it is not purely nuke play.
Wrote a piece on SMR OKLO and LTBR , the balance sheets and income statements are light at best but I believe what is more important here for a short term move is the narrative, especially now sector wide record volume I wrote a short piece on this would love to hear your thoughts https://open.substack.com/pub/altitude1010/p/the-nuclear-reboot-oklo-smr-and-ltbr?r=bl2la&utm_medium=ios
I have had SMR for two years. I watched it go to $2 and should have doubled down there, but didn't (stupid me). I was born in Corvallis and was in the Nuke Engineering program in the 1970s at Oregon State that birthed SMR. So this is a double win for me. I added Oklo last fall as well as CCJ when it Trump won
OKLO is hot hot....along with other nuclear stocks like SMR UEC NNE. I do believe nuclear renaissance is just getting started. AI and robotics sectors are infinitely power hungry. Nuclear is the only viable solution. Scalping on some of them and plan to continue doing so. https://preview.redd.it/2prxndk99u2f1.png?width=1565&format=png&auto=webp&s=2bf42d645990af5dcb7c55264942ccc3446b538a
Done deal Fri May 23, by Presidential Executive Order. Fast track on regulatory approvals. OKLO CEO wasn't the WH during the signing. I also have OKLO and SMR. I bought in Dec just before they took off, then got a good average down to 14 on SMR, 22 on OKLO during the early April dip. Also have LEU and the nuclear ETF, NLR. There's not enough shares for the demand. Both OKLO and SMR are between 100-150 million shares area. Demand by institutions can only go up from here. They will continue to heavily accumulate in 2025, imho, and the real upside fun begins on the construction contract announcements. Enjoy watching the stock splits!
I own it. Oklo and SMR are both on the launch pad. Just need favorable changes in regulations and they and the industry take off
I think you could call the signing a little more than hype. yes, it's still not making profits (and still doesn't have an approved SMR). I also agree it will settle back down into the low 40s-high 30s. It should open the door up even further for the competition who have approved SMRs.
I bought LEU at $23 and SMR at $3.51. As of yesterday they're $113 and $30.
i would have a bigger position in $SMR then $OKLO since NuScale ($SMR) are already nrc approved and big milestones coming soon. but what is diversification?? im allin in $SMR. smells like a fresh short squeeze on the menu https://www.nrc.gov/reactors/new-reactors/advanced/who-were-working-with/applicant-projects/nuscale-us460.html
NuScale ($SMR) is the only one with nrc approval yet and big milestones also coming in short term https://www.nrc.gov/reactors/new-reactors/advanced/who-were-working-with/applicant-projects/nuscale-us460.html
I sold my uranium etfs a few weeks ago. I’m happy I held SMR but sad I didn’t take more advantage OKLO.
SMR is gonna squeeze so hard Monday
I don't expect there to be much demand for HALEU in the next decade. Most of the SMR designs being ordered globally don't use it, afaik there's only Terrapower's natrium reactor starting construction in the US and that doesn't even have full permits yet. Providing even the first core load for that reactor is likely beyond Centrus' capacity at present. Advanced nuclear fuel is a tiny sliver of the overall enrichment market. People are better off investing in existing demand that's going unfulfilled than chasing the next flashy expectation of demand from these on-paper HALEU projects with no commited buyers.
[https://www.reuters.com/business/energy/nuclear-stocks-surge-report-trump-executive-orders-boost-industry-2025-05-23/](https://www.reuters.com/business/energy/nuclear-stocks-surge-report-trump-executive-orders-boost-industry-2025-05-23/) That news probably has a lot to do with it also. OKLO up 30%, SMR "only" up 16%.
Real question can SMR squeeze ?
SMR will be worth $100 next week
I, too, am cautiously suspicious, but if NuScale ($SMR) is to believed from thier website: "...[NuScale's] NPM [model] is the only SMR technology on the market that is ready to deploy worldwide."
GOOGL 171.8 SMR 29.8 RIOT 8.8 QSI 1.8 NIO 3.8 MU 94.8 CLSK 9.8 BBAI 3.8 WOLF 1.8 IONQ 44.8 All of these stocks have bullish catalysts and we are going into Friday with option expiration you are telling me all of these stocks just happened to erase all overnight gains and consolidate exactly in these positions so they are perfectly between option strikes 🤔
AH today was crazy on SMR and OKLO, I wonder if the excitement could keep pumping tomorrow. Thinking about OKLO and SMR calls, maybe UUUU also
> Nuclear is neither dirty or unsafe, False. > compared to alternatives Extremely false. > It is, however, expensive, True > and firms working in the space cannot survive without government loans. Back to false. > Musk's DOGE, when they weren't decimating American science, decimated the Dept of Energy's Loans Program Office. There won't be loans for the sorts of SMR pilot projects the nuclear industry needs to survive. The nuclear industry is a construction cartel. Their projects are very, very, very, very profitable. Profitable enough to sustain decades-long sales cycles, endless propaganda, and mass-scale lobbying. > US nuclear is a non-starter, thanks to Elon Fucking Musk. We'll be buying our SMRs from China in 20 years. Nuclear is a non- starter due to itself. It’s not financially feasible. It’s dirty, dangerous, and expensive. If there was nothing else than corrupt nuclear versus corrupt fossil energy, there’d be a debate. But thankfully conservation and renewables have become massively viable and we don’t have choose between those two corrupt and self-destructive choices.
How much higher is nuclear stocks gonna pump? I mean 20% is wild off an exec order that really doesnt change much. SMR’s are still a few years out no matter what
Yesterday I commented that $SMR is at $23, load up before it’s too late. Now it’s at $29.45 in AH up, up 27% in a day.
SMR was a play I was in on at $4.32 a share. Sold at $6.83 a little over a year ago. Now it’s at $29.45. 
Nuclear is neither dirty or unsafe, compared to alternatives. It is, however, expensive, and firms working in the space cannot survive without government loans. Musk's DOGE, when they weren't decimating American science, decimated the Dept of Energy's Loans Program Office. There won't be loans for the sorts of SMR pilot projects the nuclear industry needs to survive. US nuclear is a non-starter, thanks to Elon Fucking Musk. We'll be buying our SMRs from China in 20 years.
Sheesh, I literally looked at SMR and OKLO calls this afternoon and didn’t pull the trigger. Altman stepping down from the board was such an obvious tell…FML
OKLO/SMR/NNE are memes, the real value unlock is CEG
$SMR 30% tomorrow? I think my cat is getting fat
SMR  already nrc approved
Nah bro you want nuclear + AI. That’s SMR and OKLO. Also NNE but riskier
SMR  already nrc approved
SMR already nrc approved
>*When, in 2009,* AI don't run in your daddy's datacenter. **Why Microsoft made a deal to help restart Three Mile Island** [https://www.technologyreview.com/2024/09/26/1104516/three-mile-island-microsoft/](https://www.technologyreview.com/2024/09/26/1104516/three-mile-island-microsoft/) **Google and Amazon Make Major Inroads with SMRs to Bring Nuclear Energy to Data Centers** [https://www.datacenterfrontier.com/energy/article/55235902/google-and-amazon-make-major-inroads-with-smrs-to-bring-nuclear-energy-to-data-centers](https://www.datacenterfrontier.com/energy/article/55235902/google-and-amazon-make-major-inroads-with-smrs-to-bring-nuclear-energy-to-data-centers) **Google inks deal to develop 1.8 GW of advanced nuclear power** [https://techcrunch.com/2025/05/09/google-inks-deal-to-develop-1-8-gw-of-advanced-nuclear-power/](https://techcrunch.com/2025/05/09/google-inks-deal-to-develop-1-8-gw-of-advanced-nuclear-power/) >building new reactors is stupidly expensive SMR = small **modular** reactor. "factory built" parts hauled out to site to be installed. Monday, 31 March 2025 **First main pump for Chinese SMR shipped** [https://www.world-nuclear-news.org/articles/first-main-pump-for-chinese-smr-shipped](https://www.world-nuclear-news.org/articles/first-main-pump-for-chinese-smr-shipped) The first of four main pumps for China's ACP100 small modular reactor demonstration project has passed factory acceptance tests and been shipped to the construction site at the Changjiang on the island province of Hainan.
SMR, this guys years of experience in module nuclear reactors