Derek Quick
Uranium/Nuclear & Value Stock Analyst, Trader, Coast Guard Veteran
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 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
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 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 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
Anyone bullish on energy and compute can't be bearish on nuclear, especially small modular reactors and microreactors that fix large reactors' high capex, long builds and inflexibility. The volatile, still-early sector merits a stake through 2030. Regulation limits traction, but New Jersey is pushing new nuclear and New York's governor appears to have shifted. NuScale has a rare NRC SMR design approval, $1.2B liquidity and a potential TVA deal with ENTRA1; Oklo and Nano Nuclear are pure plays. … Show more
NuScale Power looks badly overvalued at $3.6B given how little revenue it generates. 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 and Ur-Energy stand to benefit as AI data centers become gigawatt factories that need nuclear baseload power. Nvidia CEO Jensen Huang called AI the greatest opportunity in generations for energy industries to grow, with nuclear in the energy base layer, and said sustainable energy will get funded. Small modular reactors suit dedicated power for data centers, and uranium fuels the coming buildout. 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
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.comÂ
