A new US-Japan-South Korea pact to accelerate small modular nuclear reactor development should be good for NuScale Power and Oklo. 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

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.com 

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 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.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 

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.com 

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.com 

Centrus Energy's HALEU bottleneck trade is real but not ready yet, with regulatory headwinds still the big gate. Most leading advanced reactor designs, from Oklo, Kairos, TerraPower and X-energy, need HALEU, and with Russia out Centrus is the only Western company that can make it at scale. Q1 revenue of $76.7M beat, but the buildout squeezed margins; management raised full-year guidance to $450-500M and cited the Oak Ridge centrifuge ramp, a Palantir partnership and a $3.9B backlog. 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