SMR

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.

1ess_than_zer0

SMR

Anon_96818

SMR is not the nuclear play you're looking for

kaybloc

Picked up a good chunk of SMR today. Let it ride.

RealCarpet4

All right guys…what’s the buy? I’m thinking maybe some CCJ or SMR

General-Oil293

SMR

Unban_thx

What’s with the SMR pump?

dweeegs

EXCELLENT question Several under construction trying to refurb. The Three Mile Island one that Microsoft is doing it the best example 10+ SMR projects 10+ nearing the end of permitting to start building Were you living under a rock when the nuclear meme stocks were popping off? And fun fact, all of that is more money than whatever token amount gets thrown at coal that apparently we’re “””focusing on””” So I know you thought that was a gotcha question / snarky quip, but yes indeed we are spending more money on nuclear than coal I hope that helps you

FistEnergy

Not me. I'm buying things near the bottom of their 12m range in a number of sectors that are not part of the semiconductor bubble such as CEG, CHWY, DG, HD, NVO, SMR, and SOFI. It's too late to chase things that have bubbled to ATH and I don't believe that sector can deliver results at their current valuations and capex burn rates.

Imaginary_Cow9217

SMR is new tech Also, i get mine from Newton

Emergency_Potato_777

Bruh, anyone buying SMR?

shmoopdoop6969

SMR has let me down so many times

Frosting-Junior

SMR primed for a 5X guys don’t take it for granted

BepisHasAutism

Would suck 🥭 if he personally shouted out SMR

the42the

$SMR $OKLO will be like NVDIAs early days

BepisHasAutism

Picked up some $18 SMR calls for the cheap today, 10k worth. I just want to be right for once

GlumPomegranate870

SMR

colombian_snow

Unfortunately, many will turn to Natural gas first. SMR’s are the answer. They can be deployed faster and are much safer. I wouldn’t be surprised if we see more NPP’s brought out of decommissioning like Three mile Island. The land requirements for the amount of solar needed coupled with where the energy is needed does not make it viable. Kevin O’Leary’s data center being built in Utah, a prime site for solar, is opting for natural gas generators to power it.

dvdmovie1

I like Kraken but don't see it as an AI play. Rolls has some exposure to energy via SMR but isn't a pure play and SMRs are not a widespread thing today when energy demand remains off the charts for energy solutions delivered today. So, I do like it (and own it) but I don't know that I'd focus on SMRs as the sole exposure to data center energy.

Ok-Indication-3754

Anyone here in SMR?

Kobe7477

Next short term speculative rotation is uranium: OKLO/OKLL, CCJ, SMR, some junior miners, UUUU. Loaded up on calls.

kidd_vader

NVTS, URG, and SMR would solve this problem.

jamesburrell2

Here for the rant... Which is 100% spot-on. If you want to buy something, buy (1) ways to obtain clean water (desalination, distillation, estuaries, etc.) and (2) ways to generate energy (renewables, SMR (small-medium reactors), etc.). Better get your farming and animal processing game up too.

Illustrious-Ask5316

Not like china, but enough to support its data centers before long. Heavily driven by companies as well.  MSFT is indirectly investing in nuclear energy, google is buying nuclear energy contracts, amazon is going into SMR for instance. More concerning is grid expansion and infrastructure, which is why there is huge investment potential there.

blazoxian

Why none talks about LEU or UEC or SMR or OKLO ? Those are pearls for the age to come

hamsterkill

They're approved, they just are still expensive and take time to build, so there's significant risk to projects (more than one has already stalled out before completion). As far as i know, Google's commissioned SMR might be one of the first in the US to start operating (scheduled for 2030).

DegenBagholder_

$SMR ready to run for $70 ?! I'VE BEEN BAGHOLDING FOR HALF A YEAR

tke248

Good call. Nuclear/uranium should probably be its own Power sub-bucket. I’d split it like this: **GEV = B+** real grid/power/SMR shovel **OKLO = B / speculative B+** advanced nuclear + data-center power angle **LEU = B+ hidden fuel shovel** because HALEU is a chokepoint for advanced reactors **UEC = B** uranium supply read-through [**GLO.TO**](http://GLO.TO) **/ GLATF = C+ / B-** uranium developer, more speculative/geopolitical That is a legit missing layer. AI factories need electrons first; the nuclear/uranium chain is one of the cleaner long-duration shovel buckets.

Accomplished_Fact_95

SMR might have a deal with South Korea, I am not sure about Oklo tho

MichaelS10

Anyone know why SMR/OKLO ripping? Can’t find any news

FuckleUp

OKLO SMR otm calls

Trashlify

Buy these: ENVX $8 calls expiring 06/05 EOSE $8 calls expiring 06/12 RCAT $15 calls expiring 06/05 SMR $13 calls expiring 06/05 Total price for all of them combined (1 each) is under $300. Get your feet wet. My advice would be not to wait to exit when they get in the money, cash out when you are maybe 30% up which is likely sometime between Tuesday and Wednesday.

glizzygravy

Are energy stocks even a play? OKLO, SMR, XE or NNE all seem stupid af to get involved in

Frosting-Junior

Looking into putting a good chunk of money into SMR at open

Dyce10x

I’m buying 5000 SMR shares at open. YOLO

notalwayswright

Nuclear has massive call positions by institutions for 6/18 expiration. RBC Capital conference starts tomorrow, so SMR, OKLO, etc might pop

dapi331

OPEN & TSM long term. OKLO, SMR short term (data center energy). I bought these instead of FCEL & BE because of daily technicals alone.

Beneficial_Spot_4661

What’s your favorite nuclear stock? SMR? NKLR? OKLO? Or what?

DoctorP_dnb

I am doing dd in the SMR technology “Small Modular Reactors” companies. Google, meta,aws are invsting in this technology to provide energy to its data centers. They expect to start working around 2030 ticking SMR OCKLO. Long term invest tho

FinanceGraduate

X-Energy on Thursday might see a lil run up on SMR stocks

the42the

SMR

the42the

Nuclear plays for me. SMR etc

Frosting-Junior

$SMR is an easy 5x minimum if you are willing to wait.

SCourt2000

OKLO is 4+ years away from revenue from a production level SMR. They're 7+ years away form positive earnings. That's not factoring in an AI bubble crash before then or the next Sec Energy not being an ex-Oklo director. Aside from that, it trades well.

Cheesegasm

You're cherry picking. What about HOOD, GME, SMR, RGTI, OKLO, PLUG, CRM, COIN, EVGO, DOUL, BB, ad nusium

C130J_Darkstar

They are tracking towards being the first SMR built in North America and it’s a scaled replica of a product from the 1960s that ran for thirty years straight. They just built their first reactor in 230 days and are turning it on soon. https://youtu.be/KtoLKDGmKuc?si=EtBLleIHf4D5QKAs This sector isn’t for every investor- best of luck!

the42the

SMR only one that got approved so far for the small modular reactors that are going to be on every street corner to power the data centers

the42the

Hell yeah. Check out SMR as well, they ran to 50 bucks last year. Looks like a decent cost basis now if you believe they’ll keep trying their hand at production.

the42the

Last time I’ll say it. Who’s in on SMR, OKLO nuclear plays? Seems now is the time to accumulate. Could be the play of the next few years.

MorrisseysRubiksCube

Texas would put a nuclear power plant in a children’s hospital cancer ward. Former Texas governor and stupid idiot Rick Perry is in deep with SMR. Buy SMR shares.

the42the

Doubled down on SMR calls

Midnite_07

Someone push SMR to $16 please... 🤑

Rock_or_Rol

Meme stock report. Quantum ✅ Photonics ✅ Drones ✅ semis ✅ SMRs ◼️ IMSR. RIOT’s partner to produce like 8 SMRs at their new data center. Decent earnings. Crazy cash from SPAC. DOE pilot program, which the only other publicly traded SMR company on it is OKLO. Low enrichment fuel cores that last like 50% longer than competitors. Deals with Westinghouse. More efficient operation due to salt heat transfer system. NRC just returned their safety evaluation insanely faster than anyone expected. DOGE, failed at saving tax dollars, but they cut nuclear regulators. Pilot program is based in a Texas university. RIOT is Texan. Perry is in the energy space now. RIOT jumped like 20% on the *low commitment* news. Easy math for other data center companies My favorite play rn. Good luck!

agavefrog

$SMR Put 0dte it’s crashing

Midnite_07

SMR to $20 EOD... lol

General-Oil293

SMR ☢️ 💰

General-Oil293

SMR under 12 is a buy… good options too 🤟

the42the

SMR nuclear early play

CrowVast

Nuclear hasn’t run yet! I feel like SMR, OKLO, CCJ, etc could be next

the42the

SMR

CrowVast

All this talk about AI and the way to power it hasn’t been brought up yet, SMR and OKLO are next

the42the

Everyone talking about AI and missing what’s going to power the AI. Nuclear is the only way, Altman is behind it too. These haven’t run yet- SMR, OKLO. Moon

WishboneMajor7915

SMR, it’s the only other one he has mentioned that I know it. Gotta power those data centers!

cowboynude

LEU — monopolistic upside (only western licensed HALEU enricher) if AI supercycle drives energy demand to nuk ren. BWXT & GEV — if LEU is the fuel of next gen tech’s electricity demand, BWXT & GEV are building the engine (the reactors and grid). If Oklo and the other SMR designers are panning for gold, LEU, BWXT, and GEV are selling the shovels.

Maleficent-Grab3045

SMR!!!!!!

Simply-Serendipitous

Same flavor: SMR / NLR

FrankelloHello

SMR - let’s suffer together!

BigWarning8696

The nuclear SMR to charge it is extra

sandstone-oli

sold MU way too early, same story. saw the HBM thesis, took profits at what felt like a stretched valuation, then watched the rerate happen without me. lesson learned. my take on the next bottleneck: power is the one that looks most like where memory was a year ago. everyone knows data centers need more power but the market hasn't fully priced in how constrained the build out actually is. nuclear and SMR plays are getting attention but the real bottleneck is grid interconnection and permitting timelines, not generation capacity. the utilities and infrastructure names that own the connection points to existing grid capacity are the quiet winners. networking is real too. every time you scale a cluster the east west bandwidth between nodes becomes the chokepoint before the compute does. that's the AVGO and MRVL thesis and I think it holds. custom silicon for inference is the other angle, the training capex cycle is peaking but inference demand scales with actual usage and that curve is still early. the one nobody is talking about yet is the software infrastructure layer between models and users. hardware memory got the rerate because it turned out to be the physical bottleneck. software memory governance is becoming the application bottleneck. every AI product that scales past demo stage hits the same wall: the model is smart enough but the context management around it breaks. that's not a chip trade but it's where the next wave of enterprise value gets created. of your list I like MRVL and AVGO most. networking is the bottleneck that compounds with every new cluster deployment.

InclementBias

I dont know any of them except for Oklo which is always posted on WSB and the like. I don't get how a publicly traded SMR hype company without a real tangible demonstrstion of product can be such a meme stock other than the reality that many SMR players are not publicly traded and thus not eligible for the hype cycle (plus, Oklo has been around for a minute and seems to be an insider politically with the administration). I cringe at any suggestion of Oklo and feel it will eventually be a massive bag held failure.

Anxious_Cheetah5589

With data centers driving electricity prices, and the inevitable blowback, small modular nuclear reactors should do well. SMR OKLO MME. No positions yet for me. So far they haven't done shit, but I'm watching.

Jelopuddinpop

I'm looking at power generation & storage. $SMR & $QS

DesignerSea494

Oh see? You know I’m right. Go play solar or SMR…

Legitimate-Sock-4661

Why MSFT? I do agree SMR has huge potential.

FrankelloHello

Gotta be SMR

FrostyCauliflower189

> SMR Could someone explain what happened to smr ENTRA1 lawsuit? Is that a serious issue?

Midnite_07

SMR is making a move... NRC-approved SMR design, Gov. connection is very strong, Connected to a major 6GW project.... The future is bright

Midnite_07

SMR to the moon...

Evil_Patriarch

Man...I thought I was sooo smart when I bet on SMR instead of OKLO. Silly me thought the one that already had an approved design would be the one to take off more. I really suck at this

Midnite_07

SMR???

Midnite_07

SMR.... LET'S Go to the moon...

Sweet-Success-2019

Don’t get out in front of your skis kid. Take it easy. I became financially literate in my late 50s. I buy and hold. Sometimes I take profits and add to my portfolio and just sit on them. I started investing 30 months ago. Turned 10K into 80K in 24 months. Added another 10K cash to my account and now sitting at 110K on 20K invested. All I do is read a bit, apply common sense, and buy and hold. As an example, around 24 months ago give or take, a stock came to my attention because they were successfully putting satellites in orbit. Shares were $7.50. My common sense brain was like “7.50???” I bought 600 shares. Many analysts and pundits overthink their choices. The stock I bought at 7.50 was RKLB. Today it’s pushing toward $140. Learn the basics, don’t get greedy and buy common sense stuff. Among my other stocks in my portfolio are LUNR, PLTR, APLD, FLY, SERV, ACHR, EVEX. ACHR and EVEX are long term hold and very speculative. Taking some profits today and buying SMR. Nuclear reactors for 12 a share?? First company to get Nuclear Regulatory Commission approval?? Two different approvals at that. Ya. Again my common sense brain says DO IT….buy and hold. Good luck.

BluejayFast9080

SMR 🤌🏻🤌🏻🤌🏻

clingbat

SMR is probably still 3-5 years away from commercialization, the first one just went to INL for initial testing and certification. And I've talked to staff at Oklo, yes hyperscalers are on their radar, but so is the military who will likely gobble up plenty of what they can produce. Plus you can't just put SMR's nilly willy all over, NRC won't allow that any time soon. So what, you set them up at existing nuclear power stations to cut down the red tape? Then you haven't solved the T&D problem at all which is the bigger issue...

dedpossum

Valid, and you obviously don't need me to say it. But I think you might be missing the forest through the trees. We've already used micro nuclear on warships and submarines for decades and they're not even walk away safe. The corporation that own congress want SMR and states like Georgia using imminent domain to build data centers, pissing off the masses are playing to that lobby (almost by design). Walk away safe reactors solve this bottle neck quite effectively and allow Corps like Amazon to build data centers in the cheapest places possible then turn around and supply surplus ELE to the masses. I'm sure I'm not exactly right, but I thinking this is the right direction.

StunningAlternative2

SMR are supposed to solve the cost and building time issues. It is still more expensive than solar, but runs 24/7 anywhere. Datacenters like cold environments with water. Solar works best in arid and hot climate.

Used_Salamander_3532

Down 50% n SMR and OKLo . fk nuclear

cultoftheclave

could've been worse, could've been SMR

ApolloRT

No not at all, OKLO and SMR dont even do the dame type of smr reactor. OKLO has already partnered with NVDA and META and they are also focusing on nuclear recycling. They have also said they will beat DOE's deadline of criticality before July 4th.

Complexity323

wait for the US government to take a stake in SMR and OKLO to accelerate the industry just like quantum computing

Emilio___Molestevez

$OKLO might surprise some people by actually building something pretty soon here. might not work, might not be commercially viable or successful, but it's already in a different category than $SMR

Archer_30

I bought 40 SMR leaps call contracts with a 13 strike. Time will tell.

Practical_March2024

Is OKLO a scam too? SMR, I had a hunch, it is going to be a scam.

AncientAd3846

Anyone wanna weigh in on SMR?