Theresa Perrin
Self-Directed Investor & Trader, Former Hospice Nurse
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.comÂ
NuScale Power's path to deployment widens as Romania's RoPower project moves forward with six modules planned. NuScale says it holds the only NRC design certification among small modular reactor makers, and its uprated 77MWe module was approved in 2025. Its ENTRA1 and TVA program would deploy up to 6GW of plants, enough for about 60 data centers, though no power purchase agreement is signed yet. It ranks among stocks with 10x potential. 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
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
Oklo and X-energy look poised for the biggest gains after compute, having both been selected for a $200 million Trump administration program to speed up nuclear power plants for data centers. Nuclear will take time, though, and their revenues remain far off. 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
Oklo and NuScale look attractive at current levels as big players start taking small modular reactors seriously. At over $10B market caps the pre-revenue pure plays were wildly overvalued, but at about $4B and $8B it's a different story. Goldman Sachs added SMRs to its uranium models in May 2026, lifting its prior forecast 17%. It may be too early, but the SMR market looks very investable long term. x.comÂ
Vistra, Constellation Energy, Cameco, BWX Technologies and Oklo could benefit as the US government puts about $4 billion behind nuclear power. Vistra is directly tied to the new $4.2 billion DOE loan, and Constellation is a top US nuclear operator with major data center power deals. Cameco mines uranium and part-owns Westinghouse; BWX Technologies supplies nuclear components, fuel and reactor technology, including for government programs; Oklo is developing its own advanced fission plants. x.com … Show more
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.comÂ
The suppliers beneath the big nuclear deals going to Constellation Energy and Vistra get paid while the utilities get the headlines. GE Vernova supplies nuclear equipment, turbines and grid gear; Cameco uranium, fuel and Westinghouse technology; Centrus US enrichment and HALEU for the coming SMR boom; BWX Technologies nuclear components and reactor manufacturing. Oklo is an SMR developer and future fuel customer, while Fluor and Quanta Services add construction and power-infrastructure exposure. … Show more