NuScale: A Reactor and a Gamble

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So, NuScale Power (SMR +18.33%)… jumped 23.4% in January. Twenty-three point four! That’s practically vertical. Investors, bless their hearts, are piling into this nuclear venture like it’s the last life raft on the Titanic. And honestly, with the way things are going, maybe it is. They’re building these little modular reactors – SMRs, they call them. Sounds like a polite cough, doesn’t it? “Excuse me, I have an SMR.” Anyway, the surge? Political winds and a broker with a sudden case of optimism, mostly. Let’s unpack this, shall we? Because believe me, there’s a lot to unpack. It’s like trying to fit a clown car full of clowns into a thimble.

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Washington’s Nuclear Push: A Roadmap to… Somewhere?

The U.S. House of Representatives, in a rare display of bipartisan agreement, decided nuclear energy is… good. Shocking, I know. They’re talking about three experimental reactors by July 4th, 2026. July 4th! That’s when the hot dogs and fireworks should be the biggest explosion, not a potential meltdown. Multiple SMRs by the end of 2027. Nuclear power on military bases by 2028. It’s ambitious. It’s… well, let’s just say it’s a schedule designed by someone who’s never actually built anything. But hey, who needs practicality when you have a powerpoint presentation? And for NuScale? It’s like finding out your horse is in the Kentucky Derby. They already have the only SMR design blessed by the Nuclear Regulatory Commission. That’s a fancy way of saying they jumped through all the hoops. Streamlining regulations could speed things up, meaning actual revenue. Or, you know, more hoops.

Bank of America Upgrade: A Boost, or a Gentle Nudge?

Then Bank of America, those financial wizards, decided NuScale wasn’t completely hopeless. They upgraded the stock from “Underperform” to “Neutral.” Neutral! It’s like saying, “This meal isn’t going to kill you.” They slapped a $28 price target on it. A price target! As if the stock is a dartboard. The reasoning? A licensing agreement with the Tennessee Valley Authority and the fact that NuScale’s light-water reactor design is… less complicated than some of its competitors. Which, let’s be honest, isn’t a high bar. It’s like saying this car is faster than a horse-drawn carriage.

But then… Microsoft happened. They reported earnings that scared everyone. $37.5 billion in capital expenditures! That’s enough to buy a small country. It spooked investors, and anything remotely connected to growth stocks got whacked. Including NuScale. Because apparently, the monumental energy demand of artificial intelligence is driving NuScale’s success. AI! The robots are coming for our electricity… and our jobs. It’s a slippery slope, I tell you. A slippery, electrified slope.

Should You Buy NuScale Power Stock?

Look, the technology is promising. The opportunity is huge. But this is a long road to commercialization, paved with regulatory hurdles, engineering challenges, and the ever-present threat of a global catastrophe. If you have a high risk tolerance, allocate only what you’re comfortable losing, and don’t mind the stock swinging wildly up and down like a pendulum in a hurricane, then NuScale is a worthy – and highly speculative – pick. But remember, you’re not just investing in a company; you’re investing in a dream. And sometimes, dreams… well, they just fizzle out. So, proceed with caution. And maybe invest in a good umbrella. You never know when it’s going to rain… or meltdown.

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2026-02-07 01:55