SM SMR NuScale Power Corporation Loading... : Investor Sentiment and Bull/Bear Views

The author argues NuScale's fabrication of specialized boron-oxide pellets with MilleniTEK is a major engineering breakthrough because it proves the critical passive emergency core cooling component can be manufactured off-site before construction, reducing site-level bottlenecks. NuScale is framed as the only SMR developer with NRC Standard Design Approval, and master service agreements with over 60 specialized suppliers are cited as further evidence the supply chain is being pre-built, a catalyst toward mass production and commercial deployment. The main stated risk is nuclear projects' history of delays and cost overruns, exemplified by NuScale's own cancelled Carbon Free Power Project with UAMPS in 2023 that cost it tens of millions.

The author plans to buy LEAP call options on SMR or OKLO if the market tanks tomorrow. He leans toward SMR because it 'seems like SMR is further along the regs path,' implying regulatory progress is the key catalyst for the nuclear names. The main risk is the market drop scenario he is waiting on and the binary nature of regulatory timelines.

SMR sentiment is weakening after NuScale Power's 15% plunge on weak revenue and funding needs; NuScale is a pure SMR play and looks risky, while Doosan Enerbility is diversified across gas turbines and nuclear, so it may see volatility but less fundamental damage.

Nuclear and SMR sentiment is weak. Oklo announced a $1 billion equity raise, and UBS downgraded NuScale Power to sell with a $6 target, citing construction schedules that take too long.

US pre-market movers show Oracle surging on earnings beat while Adobe falls on weak guidance and ACV jumps on acquisition by Copart.

Premarket movers show mixed Mag 7 trading as Adobe falls on weak sales outlook, Copart rises on ACV Auctions acquisition, Kroger slips on trimmed guidance, NuScale drops on UBS sell rating, and Oracle gains on strong cloud revenue.

AI data center buildout is creating a power-grid and nuclear narrative. Bill Gates-backed TerraPower plans SMR electricity production in the UK by 2034, S&P 500 inclusion news lifted related names and US project announcements boosted nuclear stocks. Domestic Korean nuclear power stocks are expected to be strong again.

The speaker recommends researching a list of speculative small-cap names, acknowledging high risk, without endorsing a directional trade.

Nuclear tech in AI-suggested list; author not long; watch.

AI server demand is effectively AI data center power demand. US names such as Constellation Energy, Vistra, Oklo and NuScale were strong, and Korean power infrastructure names that were beaten down are rebounding. Sanil Electric has an aggressive target-price upgrade, and HD Hyundai Electric, LS Electric and Hyosung Heavy Industries are also doing well; a Sanil Electric breakout would improve sector sentiment further.

The author provides a detailed research retrospective on energy bottleneck beneficiaries but frames it as a model performance review and forward-looking KPI watch, not a current position or explicit buy call.

Small Modular Reactors (SMR) are being developed to solve power bottlenecks, but they take about three years to deploy. While ESS is the immediate solution, SMR stocks are expected to surge in two to three years when installations and power generation begin in earnest.

Author notes nuclear stocks may form a potential low but calls them risky pre-revenue companies, offering no explicit position or forward call.

Author lists 40 tickers across sectors to watch on Monday, expecting some to rally and others to pull back, but frames it as monitoring rather than taking positions.

Identifies companies as beneficiaries of the growing power and energy delivery bottleneck in AI data centers.

The government's 'SEED' project designated seven future growth engines: SMR, renewable energy, quantum computing, space, advanced bio, advanced supply chain, and brain-computer interface. These are not sectors that can deliver immediate visible results, but government capital and administrative support are critical in frontier industries, as shown by CXMT's DRAM success backed by Hefei city capital. Korea has competitive strengths in fusion, perovskite solar, and special materials, and the policy milestones make this a theme worth monitoring to see whether it can move from theme to earnings.

The author rhetorically questions what competitors are doing without SMR and satellite exposure, implying these are key angles but not stating a personal position.

Notes SMR revenue came in at $70K versus roughly $1M expected; no directional view stated.

The author notes an interesting development regarding SMR but provides no explicit position or forward-looking call, so it remains a watch item.

Highlights the stark contrast between the company's $3.6 billion valuation and its minimal revenue generation.

Highlights SMR's massive revenue miss in its latest earnings report.

Speaker singles out NuScale as one of only two nuclear/SMR names worth attention amid a broadly skeptical view that the technology won't be ready for a decade.

Speaker posts a list of tickers with numeric values (likely price targets/levels) in reply to a thematic thread; no directional commitment, treat as a watchlist basket.

Mentioned as energy/power enabler names the author considers "great" in the context of AI power demand; no detailed per-ticker thesis provided.

Author expresses confidence that both OKLO and SMR will generate very similar returns, framing them as comparable beneficiary plays rather than explicit positions.

Author names SMR as one of top 5 favorite stocks for 2026 at $8 and bets the list will be up massive.

Author categorizes AI stocks into enablers, beneficiaries, and distributors, diversifying across all three as his AI plays but frames them as a thematic basket without explicit position language.

Co-mentioned as an underappreciated AI-adjacent energy enabler in a thematic basket; no explicit position or directional commitment from author.

Co-mentioned as AI-adjacent energy enabler in thematic basket; speaker implies it is underappreciated but no explicit position language.

Buy solar/nuclear energy names as the "base enabler" layer of AI infrastructure; author discloses current positioning across all three AI niches and flags energy as the next re-rating catalyst, with these names as explicit favorites.