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 

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 

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 

NuScale Power barely has revenue: per @wallstengine, Q2 revenue was $75 thousand against an $8.9M estimate, with a $50.1M net loss. The average American makes more money than the company did in the quarter. x.com 

NuScale Power looks badly overvalued at $3.6B given how little revenue it generates. x.com 

NuScale Power is a higher-risk bet on small modular reactors, backed by huge tailwinds that people are underestimating. As a pre-revenue company, though, it could be crushed regardless of those themes if the market stays this weak. x.com  x.com 

NuScale Power looks expensive at $9.62 against a fair-value range of $3.39 to $4.32, leaving it 123% above the high end. The $3.9 billion company has forward EPS of -$0.65. The estimate rests on reported earnings and revenue estimates, not deeper fundamental work. 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 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 

Terrestrial Energy is overlooked next to Oklo, NuScale and X-energy and is primed to squeeze. About 8.2 million shares are short against a 28 million tradeable float, roughly 30% short interest, because it is lumped into nuclear baskets and shorted to death. Its enterprise value is only $574 million while it works through DoE SMR milestones like the other major nuclear names. It has no shelf and no ATM, so it cannot keep issuing stock, and it will go nuclear whenever people whisper "nuclear". … Show more