NuScale: Still Trying to Split the Atom (and Your Portfolio)

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So, NuScale Power. It’s down 20% from its 2025 high, which, let’s be honest, was probably fueled by someone confusing small modular reactors with, like, really fancy espresso machines. It did briefly jump 200%, which proves there’s a sucker born every minute, and a few of them are apparently interested in nuclear fission. The question isn’t whether this is a good company, it’s whether it’s a good story, and whether you’re willing to be the person who keeps telling it at parties.

Sell? (Or Just Run)

Right now, NuScale is a money-losing startup in the nuclear power industry, which is… a bold career choice in 2026. They’re trying to land their first sale of a small modular reactor. It’s exciting! It’s also like betting on a horse that hasn’t left the stable yet. Until they actually build something, it’s all just PowerPoint presentations and hopeful engineering. The opportunity size is, shall we say, theoretical.

If you’re a conservative investor, which, let’s face it, is most of us after the last few years, you should probably avoid this like a timeshare presentation. Wait until they have a confirmed sale, ideally after the first reactor is delivered and hasn’t melted down. Just a thought.

Buy? (If You Have a High Tolerance for Drama)

Now, if you’re the type who enjoys a good gamble – the kind of person who orders the spicy tuna at a sushi restaurant knowing full well it’s a mistake – NuScale has potential. They’re sniffing around a couple of deals: one in Romania (because, of course), and another with the Tennessee Valley Authority and ENTRA1 Energy. No promises, obviously. But if you get in now, you could ride the hype train when (and that’s a big when) a deal actually closes.

Remember that 200% jump last year? That was pure speculation. This isn’t a tech company; it’s industrial manufacturing. It’s building reactors, not apps. It’s a long-term play, not a get-rich-quick scheme. But waiting for a sale means missing out on potential early gains. Just be prepared to explain to your spouse why you invested in something that hasn’t generated a single kilowatt of power.

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Hold? (Or Admit Your Mistakes)

If you bought NuScale at the peak, you’re currently experiencing what I like to call “portfolio regret.” You could harvest those losses to offset gains elsewhere, which is a fancy way of saying “cut your losses.” Given how uncertain things are, unless you’re genuinely convinced this technology is the future, it might be time to move on. There are other fish in the sea, and most of them don’t require a PhD in nuclear physics to understand.

Ultimately, it’s about the technology. If you believe NuScale’s reactor design is a game-changer, then maybe it’s worth the risk. If not, holding onto it, or buying it in the first place, is just a form of financial denial. And honestly, we all have enough of that already.

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2026-02-18 23:04