Centrus Energy's fast-growing backlog looks increasingly large against its market value, though the opportunity depends on SMRs. Backlog rose from $1.2B to $4.5B in two years, about twice its $2.2B market cap despite the stock falling from $411 to $109; it extends through 2040. Backlog has grown roughly 20% a quarter, much of it from companies like Oklo and Constellation Energy. The market may not believe in SMRs. x.com  x.com  x.com 

Centrus Energy, NuScale Power and Oklo stand to benefit strongly from the new pact between the United States, Japan and South Korea to work together on accelerating small modular nuclear reactor development, as reported by @StockMKTNewz. x.com 

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.com 

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

Oklo is the under-followed pure play on deploying small modular reactors, the only clean baseload path that scales for AI data centers. The grid is maxed, gas turbines are booked for years, and full-size reactors take a decade to permit. Oklo has a DOE fuel award, a gigawatt-plus pipeline and Aurora in licensing. At an $11B cap on near-zero revenue, the price is the pipeline converting: low-50s if NRC slips, 80s with a firm deployment date and fuel. Negative EPS gives no floor to a delay. x.com 

The AI power trade is starting to separate promises from electrons, favoring GE Vernova over NuScale Power because the market wants power now, not in 2033. GE Vernova has a $176bn backlog with gas turbines effectively sold out for years. NuScale reported just $75,000 of revenue last quarter, thousands not millions, then filed to sell another $750m of stock. x.com  x.com 

NuScale is positioned to supply AI data centers' need for round-the-clock clean baseload power, protected by a scarce regulatory moat. Its early NRC design certification means rivals need years and billions to catch up, and over $1.9 billion of cash and investments funds it toward commercialization despite a short-term revenue dip. Execution is advancing: it made the first boric oxide particles for its passive cooling system, and Doosan Enerbility is producing module components. x.com 

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.com 

Oklo's new $1 billion at-the-market offering, reported by @StockSavvyShay, is a reminder that a nuclear reactor takes 10-15 years and a lot of capital to build. Investors may not be ready for that ride. x.com 

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.com