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

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 

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 

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 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 

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.com 

Site control moves Terrestrial Energy's first plant from paper to dirt and opens the path to an NRC construction permit. Exclusive rights to about 77 acres at Texas A&M-RELLIS let it finish site characterization and anchor its DOE-authorized TETRA and TEFLA pilots. Its capital-light consortium with Westinghouse, Siemens Energy, BWXT and others makes it worth at least NuScale's $3.74B market cap, five times its own, though NuScale has a certified design. The base case is a 10x over five years. … Show more

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.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 

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