SMR

throwaway9gk0k4k569

FPS Forgent EROC, formerly enchanted rock TE is too risky because of rate increases, unless they get that government grant. FRVO is interesting but risky in the short term. Long term could be awesome. BE is hot but hydrogen is not. I won't touch it due to the hype. GEV of course Avoid INIO over EROC. INIO was a debt dump on shareholders. SHLS NXT FSLR SMR nuclear is too far out and uncertain, too hyped up.

FrankelloHello

SMR calls. Gonna be $15 by Christmas

FrankelloHello

SMR

PoolCapital4450

SMR

PoolCapital4450

SMR🙌

FrankelloHello

And time travel. I’m pretty sure that’s what SMR does and I’m putting my life savings into it

Bagholder147

Agreed. Been looking into SMR long options. Unsure to jump in

PoolCapital4450

SMR

One_Breakfast8064

SMR💎😼

One_Breakfast8064

SMR💎

One_Breakfast8064

Going all in on SMR 9/4 calls

One_Breakfast8064

SMR is loading up

chuckrabbit

But again you ignore my main point because you’re just a miserable troglodyte that’s trying to argue. Why? I have no idea. Is it because you lack socialization and this is the most human interaction you get? Or is it because you’re an OKLO bag holder that’s crashing out on Reddit? Which is it? You’re arguing a dumb point to make yourself seem smart when the original response as saying they’re a leader in the SMR space. Are they or are they not a leader? You’re acting like a stupid bag holding child lmao.

Ok_Management8103

That isn't me because it isn't even close to being a caricature on what I said, that's where you're struggling with adapting my words. The SMR "race" is a race towards commercialization, aka economic viability.  They aren't the only manufacturer of nuclear components in North America lmao. Dude please do some research you fucking tardmaster.

chuckrabbit

“Hurrr sure I don’t know how to read and I just want to argue hurrrr durr” - You right now The SMR Race is just a race to regulatory approval? Are you slow? Yes I can see that. BWXT is developing an SMR is coordination with the military but because they also creat the US only Nuclear Submarines and they’re the only manufacturer of nuclear components in North America, you want to pretend like they don’t have nuclear expertise? Do you realize how stupid you sound? Obviously not.

chuckrabbit

What are you talking about? Are you just trying to argue because you need social interaction? Are you saying BWXT is not a leader in the SMR race?

Ben_f157

Been waiting for the SMR jump since the beginning of 2026

Grunblau

I knew someone who worked high up at SBSW in MT. I was in high school when they started the new mine there and they upgraded all of the local classrooms, etc… I asked him if I should back up the truck when it was in the $3 range, he said probably not because it was a 40+ year old mine at this point and not producing like it used to. Unfortunately, I listened. This isn’t the first mine near that location and I could imagine a scenario where they could pursue another vein, but I’ll probably stay away until that happens. Expansion would more likely now if platinum or palladium is needed in SMR reactors but I don’t see the Africa exposure as a positive.

FrankelloHello

SMR is about to unveil nuclear powered boner pills

SuperBrazilNuts

SMR and apparently Oklo has real products lol

Iwantobegoodatrade

I will keep buying on any dip or chance I get… I got too much money in Nuclear stock SMR lol

Iwantobegoodatrade

I have been doing covered call and I will buy some shares when my SMR 9.5 strike 38 contracts get exercised tomorrow.

Real_Kurwa_Bober

I like SMR better. They have the only approved plans by government NRC. I own OKLO as well as a hedge. Regardless nuclear is the answer short and long term.

Real_Kurwa_Bober

Energy will be the main bottleneck followed by precious metals and magnets. Nothing else works or can advance without these. Nuclear is the only long term answer or fuel cells with abundant resources. Long SMR.

tnstockruns

OKLO, SMR, SIDU about to go up today!

FrankelloHello

If you’re not full port SMR you’re a dumb cunt

AwakenedBeast616

Hmmmm... grabbed a bunch of URA and SMR, hopefully we get actual followthrough and not just theta pin

IvoryTowerResident

75k revenue company SMR and its brother OKLO to the moon

silicon_replacement

you are not wrong, but eating with aluminum spoon used to be expensive, at the time our sun dies, the clear option is to move everything into space, unless we found something else in physics, we better do it now, using a SMR and optical fiber is so dumb

luca_frss

$SMR has the best chance for government contracts for building small module reactors

TheNewKnew2

Uranium/nuclear: you’re right to be suspicious of anything with mid-teens to low-20s annualized returns already baked in over 1-5 years. that’s not “undiscovered” anymore, that’s a trade everyone’s already in. The tell isn’t the annualized number, it’s what’s driving the next leg. If the thesis from here is more AI datacenter power announcements, that’s largely priced. If it’s actual reactor restarts, new SMR approvals, or uranium supply contracts getting signed (not just discussed), that’s still a catalyst that could move price further. I’d want to see forward contract data, not backward returns, before deciding if this is exhausted or just getting started. Gold: worth checking your “already at highs” assumption. it actually peaked near $5,595 in late January, corrected about 25% to around $4,050 by late July, and has been climbing back since, sitting around $4,400-4,600 now on soft jobs/CPI/PPI data pushing rate-cut odds up. So it’s roughly 15-20% off its high, not at it. Your recession/flight-to-quality scenario is exactly what a lot of the recent bid has been about central banks (China notably) have been buying aggressively too, which is a slower-moving, less sentiment-driven source of demand than retail flows. I don’t think you’re wrong that there’s real downside if the geopolitical premium unwinds and rate cuts get priced back out, but “already maxed out” isn’t quite the right framing given where it’s trading relative to January. Water/infrastructure: fair that you haven’t looked at it. it’s a slower, boring thesis, which is sort of the point. It’s not a trade so much as a hedge against the idea that AI/data infrastructure capex needs physical water and grid buildout to actually happen, so it’s somewhat correlated to your data infrastructure position but on the picks-and-shovels side rather than the compute side. Less torque than your other ideas, more of a “sleep at night” allocation than a 25-40% swing trade. Shipping/tanker and insurance ETFs: I think you’ve actually identified the right mechanism — insurance is probably the cleaner way to express “chokepoint risk” than tankers, since war-risk premiums and reinsurance pricing capture the disruption without you needing tanker operators to also win on freight-rate timing and utilization. Tankers give you operating leverage on rates but also fuel cost and asset-utilization risk on top; insurers largely just collect the risk premium. That’s a more precise trade for your specific thesis. On your bigger point, the “this time markets can’t absorb it” question is really a balance-sheet and Fed-credibility question, not a macro-calendar one. Household and corporate balance sheets have been through more restructuring cycles the past few years, but the offsetting factor is that the current administration doesn’t have the fiscal space Biden had a track record of using, given where the debt load sits now near $39 trillion. That’s less a prediction and more just naming the actual variable your 18-month view rests on. Whichever assets you pick, that’s the fault line to watch, not any one commodity chart.

TheNewKnew2

Uranium/nuclear: you’re right to be suspicious of anything with mid-teens to low-20s annualized returns already baked in over 1-5 years. that’s not “undiscovered” anymore, that’s a trade everyone’s already in. The tell isn’t the annualized number, it’s what’s driving the next leg. If the thesis from here is more AI datacenter power announcements, that’s largely priced. If it’s actual reactor restarts, new SMR approvals, or uranium supply contracts getting signed (not just discussed), that’s still a catalyst that could move price further. I’d want to see forward contract data, not backward returns, before deciding if this is exhausted or just getting started. Gold: worth checking your “already at highs” assumption. it actually peaked near $5,595 in late January, corrected about 25% to around $4,050 by late July, and has been climbing back since, sitting around $4,400-4,600 now on soft jobs/CPI/PPI data pushing rate-cut odds up. So it’s roughly 15-20% off its high, not at it. Your recession/flight-to-quality scenario is exactly what a lot of the recent bid has been about central banks (China notably) have been buying aggressively too, which is a slower-moving, less sentiment-driven source of demand than retail flows. I don’t think you’re wrong that there’s real downside if the geopolitical premium unwinds and rate cuts get priced back out, but “already maxed out” isn’t quite the right framing given where it’s trading relative to January. Water/infrastructure: fair that you haven’t looked at it. it’s a slower, boring thesis, which is sort of the point. It’s not a trade so much as a hedge against the idea that AI/data infrastructure capex needs physical water and grid buildout to actually happen, so it’s somewhat correlated to your data infrastructure position but on the picks-and-shovels side rather than the compute side. Less torque than your other ideas, more of a “sleep at night” allocation than a 25-40% swing trade. Shipping/tanker and insurance ETFs: I think you’ve actually identified the right mechanism — insurance is probably the cleaner way to express “chokepoint risk” than tankers, since war-risk premiums and reinsurance pricing capture the disruption without you needing tanker operators to also win on freight-rate timing and utilization. Tankers give you operating leverage on rates but also fuel cost and asset-utilization risk on top; insurers largely just collect the risk premium. That’s a more precise trade for your specific thesis. On your bigger point, the “this time markets can’t absorb it” question is really a balance-sheet and Fed-credibility question, not a macro-calendar one. Household and corporate balance sheets have been through more restructuring cycles the past few years, but the offsetting factor is that the current administration doesn’t have the fiscal space Biden had a track record of using, given where the debt load sits now near $39 trillion. That’s less a prediction and more just naming the actual variable your 18-month view rests on. Whichever assets you pick, that’s the fault line to watch, not any one commodity chart.

Upper_Knowledge_6439

NuScale Power (SMR) Lots of companies talk about small modular reactors, but NuScale is the only one that has actually pushed a design all the way through the Nuclear Regulatory Commission. That approval took years and cost hundreds of millions of dollars. Every competitor still has to walk that same long road, while NuScale is already standing at the finish line. In an industry where the paperwork is almost as hard as the physics, that is a real and original advantage that cannot be copied overnight. Long-term potential is where the story gets exciting. Ask yourself a simple question: will the world need more clean, reliable electricity in 20 to 30 years, or less? AI data centers are straining the grid, countries are trying to cut carbon, and wind and solar cannot run around the clock. Nuclear is the one carbon-free source that works day and night, in any weather. NuScale sits right at the crossing point of the nuclear comeback and the AI energy boom. The company also has around a billion dollars in liquidity and no long-term debt, which gives it the runway to survive until the big contracts land. A planned buildout of up to 6 gigawatts with TVA and ENTRA1, plus the RoPower project in Romania, shows the pipeline is forming. The stock has been beaten down, and I get why some people are nervous about the timelines. But that is exactly why the entry point looks attractive. You are buying the only NRC-approved SMR design, a strong balance sheet, and a front-row seat to the biggest energy shift of our lifetime, all at a price near its lows. The market is pricing in the delays. It is not pricing in what happens when the first power purchase agreement gets signed. Finally, disruptiveness. Traditional nuclear plants are famous for blowing past budgets and taking a decade or more to build. NuScale flips that model on its head. Instead of constructing a giant plant on site, it builds smaller reactor modules in a factory and ships them out. If that works at scale, it changes the economics of nuclear power forever, and it challenges natural gas as the default answer for reliable electricity.

verified-trader

**BanBet Lost** — /u/AssociateLate1116 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SMR** ▲ | $9.35 → $10.00 | +7.0% | 1w | Lost |

softboiledjadepotato

SMR??

AssociateLate1116

SMR is gonna blast through 10 this week easy. Calls here

AssociateLate1116

SMR calls

ApathysLastKiss_

Yeah same. I was looking at the ETF nukz, but that's really just a general energy play masquerading as nuclear focused. That leaves OKLO and SMR for the tech (maybe GEV but it's already run so much) and CCJ for the mineral. SMR is down like 90%

legible_print

Man, SMR burned a lot of people over the last year, huh?

FrankelloHello

You guys think SMR breaks $10 before the universe experiences heat death?

AssociateLate1116

Think I timed that SMR and BIDU dip perfectly for calls

AssociateLate1116

SMR calls here 1-2 weeks out easiest free money

AssociateLate1116

Grab your SMR calls for next week fellas.

AssociateLate1116

The green volume on SMR is not matching the sell off today whatsoever. I think it keeps busting past $10 next week easy

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMR** | $10.00 (above) | $9.35 | +7.0% | Aug 21, 6:21 PM |

AssociateLate1116

!banbet SMR $10 1w

AssociateLate1116

SMR calls, BIDU calls

NotRapoport

No, why would I choose to lose money now? I'd rather make 14% YoY in an etf over the next 4 years, then convert to SMR/quantum when it starts turning a profit.

Professional_Cup7379

RKLB, SMR, NASA and LUNR add up to about $5,047, which is over a third of the account. Selling NASA on its own barely changes that, since the space theme is still where most of your losses are sitting. The $300 of gains against the $1,054 of losses in those other names is fine to harvest, you just have to stay out of NASA for 30 days if you want to claim them. You've already said you don't love NASA or LUNR. Would you actually let the space exposure shrink, or does the urge to add another name back show up pretty fast? I'd probably let VOO and VXUS carry more of the weight and treat the space names as the smaller part.

nolifeaddict808

Explain SMR earning report lol

MagnesiumKitten

FickleBumblebee: Have you seen electricity prices in the UK, and how long Hinkley Point has taken to still not be completed? Also look at the strike price we're paying the EDF on that The UK has had decades of terrible planning with the nuclear industry, and aren't as pragmatic as the French with their industry. "France is still pursuing small modular reactor (SMR) technology, though it has restructured its approach. State-owned EDF scrapped its original complex Nuward SMR design due to high costs and design roadblocks, but the company redesigned the project to rely on proven, simpler technologies and is actively seeking commercial investors." Good luck with that one The cost and design issues never go away All this stuff is a decade away, and it's a lot of time for these pie in the sky projects to blow up, with safety and cost issues. But some people love a good ole White Elephant. Hinkley Point is like 46 Billion Sterling and it'll use the unproven European Pressurized Reactor designs but inflation and supply chains and decades of untrained workers, just means it'll be slow and costly, but probably wiser in the long run ////// The European Pressurized Reactor (EPR) is a Generation III+ pressurized water nuclear reactor designed primarily by Framatome and Électricité de France (EDF). While rooted in earlier tested French and German reactor designs, early builds faced severe delays and budget overruns. I think the EPR will be successful where the SMR is going to be the nightmarish stuff Hinkley Point C1 Hinkley Point C2 Sizewell C1 Sizewell C2 and the French are still planning their next four designs

FickleBumblebeee

>No one sane is really going to be buying SMR when the electricity costs are 4x the price of a large nuclear power plant Have you seen electricity prices in the UK, and how long Hinkley Point has taken to still not be completed? Also look at the strike price we're paying the EDF on that

MagnesiumKitten

No one sane is really going to be buying SMR when the electricity costs are 4x the price of a large nuclear power plant It remains to be seen if they can get the costs of manufacture down, with the volume of production they need As well as how most starry eyed investors never realize the safety designs and reengineering that just explode those costs There's a a good reason the definitive study on SMR killed it off in 1976. It's got very little usage outside of forward operating bases in a few military situations.

MagnesiumKitten

suuuure Rolls-Royce 49% Civilian Aerospace 23% Power Systems 23% Defence 5% Underlying adjustments and adjustments to foreign exchange \- All other businesses ///// You should remember the past November 2024 Rolls-Royce has been looking to sell stakes in its SMR business since early August to secure more funding to develop its technologies, reports the Telegraph.

Careless-Place-170

all of them with amazing balance sheets. SMR with 75k for last quarter was a beauty to behold, missed the estimate by some 925k

Vlisa

If you own nuclear it is a better company than trash shit like SMR and OKLO

SignificanceLate7002

I make birdhouses as a hobby and sell them online. Can anyone recommend a shell penny stock company that I could use to reverse merger my business onto the Nasdaq. Once listed I will announce a pivot into an Ai drone operated data centers running off grid with SMR power generation.

Xollector

You have companies that have $75000 ( yes that’s 75 thousand) revenue that are worth 4 billion USD… (SMR) It’s a casino. Play while it last

bearofthesands

COVID nuked air travel and they had bad leadership for a long time before that. RYCEY is not the car business (that was sold off), they make airline engines and are now getting into SMRs. The SMR opportunity is why I’m still holding.

bbbbbasse

SMR revenue badly misses forecast; only hold for long nuclear layout, short-term risks stay high.

GoZukkYourself

My lemonade stand as a kid had more revenue than SMR.

diefy7321

I mean fuck, at least XE has a higher revenue than SMR’s $75k lmfaooooo

DramaCute8222

SMR revenue $69k and you want to long nuclear

Own-Recipe5908

Honestly I dunno, but RCAT price action is nuts enough and SMR just did it.

StraightSky7809

Once upon a time they were the only company in US with regulatory approval to build SMR. I'm not sure if any more companies have the approval now.

007TheLostOne

Nice, they are my bet for SMR tech

C130J_Darkstar

It’s fission- essentially their FOAK SMR reactor (VIPR) that will be used to create radioisotopes, which are used for Medical and Space purposes.

Own-Recipe5908

You'd think yields crawling up alone would tank $SMR but somehow it's green.

Standard_Tea8250

Is SMR a buy?

The_Albertino

SMR 75k revenue too wtf

Sick0h

Smart move by SMR trying to go back to pre-revenue.

DaddyFund

Why *shouldn't* I short $SMR?

Antiwhippy

How the fuck is SMR up after that fucking report???

Own-Recipe5908

lmao $SMR ended up postive.

Impossible-Spite4782

NuScale remains the top asymmetric bet in the SMR market. 1.9b in cash and no debt.

IncomingAxofKindness

SMR should buy your strip club

mousepop321

# Somehow my SMR calls will go up 🤌

Conscious-Material16

SMR is a company that that has all the problems of a full scale nuclear plant, but produces a much smaller output. It's very safe and well designed. It just isn't the leap the power industry is looking for.

Pixelplanet5

with stock and debt. they gonna come crashing down like more of these SMR startups will as every single one of them has yet to deliver on the promised cost which was the single reason SMRs were even considered.

music_is_gud

Sandisk reported EPS increase of 79000% YoY and beat expectations. SMR missed revenue estimates by 99% and made just 75000 last quarter. Guess which company had the worse reaction post ER? 🤡

music_is_gud

Or SMR

diefy7321

SMR should be $0.90 with that ridiculous $75k revenue this quarter lmfaoooo

diefy7321

SMR They made $75k this quarter revenue ☝️

maddead

may I ask which one is the leading bet right now for SMR ?

GoZukkYourself

That car wash in Breaking Bad had more revenue than SMR.

music_is_gud

Gonna full port into SMR calls at open. I mean, they cannot disappoint any more than that...

AndySexington

I hate you SMR!

Sick0h

My revenue was higher than SMR last quarter. I would like a 3 billion dollar valuation. Thank you.

WeakEchoRegion

SMR just needs to VOO and chill and it can retire in 60 years

Primary_Olive_5444

compared that to... you guessed it right BWXT. Positive EPS, raised FY 2026 guidance. [https://investors.bwxt.com/news-releases/news-release-details/bwxt-selling-medical-business-nordic-capital-transaction-valued](https://investors.bwxt.com/news-releases/news-release-details/bwxt-selling-medical-business-nordic-capital-transaction-valued) At least even BWXT (non-core business) Isotope/medical business was sold off for $800 million (BWXT retains a 15%-20% minority stake after that. To be on nuclear/SMR, go for the safer names like CCJ (Westinghouse), GE Vernova or BWXT. https://preview.redd.it/8897vzm2dohh1.png?width=1932&format=png&auto=webp&s=a31d07dddbfe446216d7827463f6a523daafb626

music_is_gud

Just saw SMR revenue reported. You coulda made more money than the entire company just just buying puts today...

GoZukkYourself

SMR missed revenue by 93% 🤣

Embarrassed-Sky6890

Who else just read that SMR only made $75,000 quarterly 🤣🤣🤣 yea high beta stocks are not the move im done with them

VoidMageZero

Yeah I’m down like 75% on SMR, not great

FistEnergy

I made some good trades in 2026, but buying SMR and UUUU were not some of those. 🥴🥴

Snoo_4496

NUSCALE POWER $SMR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $75 thousand (Est. $8.9M) 🔴 🔹 EPS: -$0.13 (Est. -$0.13) 🟡 🔹 Liquidity: $1.9B 75k revenue 😭😭

Moist-Guava-732

# SMR sales of 75k misses 8.9m estimate >***^(LOLOLOL)***

diefy7321

Companies making millions or billions a quarter lose 10-20% in AH SMR made $75k this quarter but only gets a -4% haircut Lmfaooooooooooooooo

Wings2493

Is SMR the worst company on the planet? 75k revenue lol

Ok-Nose29

I can't believe $SMR isnt getting dunked on harder for making 75K in a quarter