SMR - NuScale Power / SMR concept

Trying to form a bottom off the lows; bought twice previously in Alpha Stocks with phenomenal results. Will buy with both feet if the setup plays out again. First target is $20.

Only company in US with NRC design certification for small modular reactors — a critical regulatory moat. Down ~80% from highs after Fluor Corp sold its stake, clearing selling pressure. Volume patterns suggest accumulation. Commercial deployment likely 2032-2033.

Only US company with NRC-approved small modular reactor design, giving it a significant first-mover advantage. Positioned to benefit from three converging narratives: nuclear comeback for clean energy, AI power demand, and the SpaceX IPO/space economy theme. Host believes the story potential is underpriced.

The host acknowledges NuScale is not a bad company and has traded it profitably before, but considers it overvalued relative to the timeline (first commercial unit not until 2030). He prefers fuel supply chain plays that generate revenue now.

Stock is down ~76% from October highs. Host believes it's a great deal due to the nuclear revival driven by AI data center power needs. NuScale holds the only NRC-approved small modular reactor design in the US, has a strong cash position with essentially no long-term debt, and is compared favorably to competitor Oklo which has run up on enthusiasm without regulatory approval.

Host notes SMR is up 9.7% on the day as part of the broad market rally.

Previously a big winner for Ross (bought at $18, went to $50+); now getting 'murdered' with widening price action and breakdown; Ross has no interest at current levels despite long-term nuclear optimism

Ross recommended this to his members. The nuclear sector is hot due to AI power demand, and SMR formed a textbook shallowing pattern off the lows after being hammered by tariffs. The stock went from $20 to $45, a 140% move in 34 days.

Nuclear sector identified as a leading group. SMR was bought at 20 and went to 55. Ross highlights nuclear as showing the most strength in the market.

Mentioned in the description as one of the powerful leaders that set up explosive moves using the discussed technical strategies. No specific discussion in the transcript itself.