SMR - NuScale Power / SMR concept

First mover in small modular reactors with NRC approval; strong cash position but pre-revenue; could be major beneficiary if SMRs power AI data centers.

Momentum play; if it breaks above $810, watch for upside continuation.

SMR took a beating today. If it breaks down under $9.80 (its low from end of day), watch it to the downside.

Big nasty stage four downtrend. Nuclear sector not leading. No signs of imminent reversal.

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.

SMR has had bad price action lately. If it breaks under $9.90, watch it down as a momentum continuation play.

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.

SMR broke above a local triple top around $13.20-$13.40. The company makes small modular reactors that could power AI data centers. The hosts plan to ride the AI bubble rather than fight it.