Oliver | MMMT Wealth
Founder of MMMT Wealth, CPA, Technical/Fundamental Analysis
NuScale still holds the only US regulator-approved small modular reactor design, positioning it to power data centers with clean, always-on electricity, even after the stock collapsed from $57 to under $9. The drop came from a fresh UBS sell rating and slow project execution, but the regulatory approval didn't disappear with the price. That nobody wants to touch it right now is exactly the point. x.comÂ
NuScale is drawing big-fund buying as the US nuclear energy renaissance enters its next round: it just had its largest three-month buying volume in history, with Thursday its largest single buying day. It is heavily shorted, has no debt and almost $1 billion in cash, with 392% upside to its October high. x.comÂ
NuScale Power is a $4 billion market-cap company with almost no revenue. Per Kalshi Finance, it reported Q2 2026 revenue of $75 thousand versus $8.9 million expected, orders of magnitude less than what top creators earn from monthly subscriptions. x.comÂ
Nuclear is shifting from plain electricity to AI infrastructure, and the winners will be those that can actually sell power. X-Energy is the realistic growth play, with Amazon-backed demand, TRISO-fueled reactors, recurring fuel sales and possible first cash flow in 2028-2030. Oklo is a venture-style bet on fast reactors and fuel recycling, binary on NRC approval. NuScale is the conservative light-water play, held back by costs. Cameco, Centrus and Energy Fuels round out the comparison. x.com … Show more
Nuclear stocks could create generational wealth for early investors, with six names covering different parts of the build-out. Vistra sells existing nuclear power, including 1,200 MW to AWS from Comanche Peak for 20 years. Oklo's small reactors run on spent fuel. Cameco sells uranium and owns 49% of Westinghouse. BWX Technologies is among the few firms cleared to build nuclear parts. NuScale holds the first US SMR design approval yet trades under $9. Centrus has a $3 billion enrichment backlog. … Show more
NuScale Power's stock fell only 6% even though it badly missed earnings, which is absurd. Q2 revenue was just $75 thousand against $8.9 million expected, a 99.2% miss. x.comÂ
NuScale stands out as one of the only companies with a US NRC Standard Design Approval for small modular reactors, which address the high capex, long builds and inflexibility of large reactors. It has a potential utility partnership with ENTRA1 in the TVA region and $1.2B of liquidity, and policy is improving in New Jersey and New York. After an 87% correction, the stock sits in a strong liquidity zone with a weekly bullish divergence, though it still trades as a volatile pre-revenue company. … Show more
Terrestrial Energy and NuScale Power are the favorite speculative picks in the market because nuclear is one of the few realistic ways to meet power demand from AI and data centers at scale. Both are volatile, high-risk names, which is exactly why the upside is asymmetric if nuclear develops as expected over the coming years. On risk/reward today, nuclear ranks ahead of solar as a long-duration theme. x.com x.comÂ
NuScale Power barely generates revenue, which makes it hard to see why anyone invests. Per @wallstengine, second-quarter 2026 revenue was just $75 thousand against an $8.9 million estimate, less than a $300,000 salary, with a $50.1 million net loss. x.comÂ
Now is the time to buy big into nuclear stocks, since AI cannot survive long-term without nuclear power and small modular reactors. Bank of America now calls SMRs the most consequential energy technologies of the next 25 years. The 100x-potential picks are NuScale, Oklo, ASP Isotopes, X-Energy, Nano Nuclear, Lightbridge and Centrus, with Constellation Energy, Cameco and BWX Technologies as honorable mentions and nuclear and uranium ETFs as broader options. x.comÂ