Rich Peter
Investor, Crypto, US Stocks & High-Dividend ETFs
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.comÂ
NuScale is an AI power play with a regulatory moat: it is the only SMR vendor with full NRC standard design certification, a lead rivals would need years to close. Management is pushing to finalize a potentially transformative Tennessee Valley Authority contract, seen as an industry-defining milestone. Cash and short-term assets reached about $1.9 billion, it uses conventional low-enriched uranium rather than scarce HALEU, and hyperscalers need 24/7 baseload power wind and solar can't supply. 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
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
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.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
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
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
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 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
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.comÂ
