The pursuit of energy, my dears, is a rather vulgar necessity, but one that, alas, even the most refined amongst us cannot entirely ignore. Nuclear power, recently returned to favour, is poised to satisfy the insatiable appetite of this new digital age – particularly the ravenous demands of those hyperscalers. Two companies, NuScale Power (SMR 7.10%) and Oklo (OKLO 6.67%), offer a speculative allure for the discerning investor. Both promise potential, of course, but which shall prove the more… durable amusement?
A Study in Volatility
NuScale, with its modular reactors, pursues a path of incremental progress – a most sensible, if rather uninspired, approach. Oklo, however, ventures into the realm of fast-fission, a decidedly bolder, if riskier, undertaking. NuScale’s recent performance has been…unsettling. A decline of approximately 30% over the past year, though partially remedied by a 20% rise since the year’s commencement, suggests a certain lack of conviction in the market. One might say its fortunes have fluctuated with the whims of fashion.
The difficulties of NuScale stem, in part, from the pragmatic decisions of its former benefactor, Fluor (FLR 0.83%), who, having secured a profit, wisely chose to redistribute its assets. A missed earnings forecast and the issuance of additional shares only served to amplify the anxieties of those who doubted NuScale’s ability to deliver on its promises. Investors, it seems, prefer certainty to speculation, a most understandable preference.
Oklo, in contrast, has experienced a rather more dramatic ascent. Its volatility, however, is not for the faint of heart. Those seeking tranquility in their portfolios would be well advised to look elsewhere. A robust constitution and a taste for risk are, shall we say, prerequisites for participation.
Oklo’s momentum, heading into 2026, is undeniably stronger. The company has cultivated strategic alliances with both the private sector and the U.S. Department of Energy – a most advantageous position. The partnership with Meta Platforms (META +1.52%) lends Oklo a certain… credibility, a valuable asset in a world obsessed with appearances.
The Superior Runway
Oklo’s balance sheet, I confess, is the more enviable. Approximately $1.2 billion in cash and marketable securities provides a substantial cushion against unforeseen circumstances. NuScale, while demonstrating increasing revenue from engineering services, remains some distance from profitability. Both companies, let us be frank, are engaged in a rather expensive game of patience.
NuScale follows a more established, if less ambitious, path. It is further along in its development, but must transition from engineering revenue to actual deployment. Oklo, meanwhile, gains traction through partnerships, including its collaboration with Meta. To lose one contract may be regarded as a misfortune; to lose two looks like a lack of foresight.
To declare a definitive winner between these two ventures is, naturally, a high-risk proposition. Yet, considering its partnership with Meta and its impressive financial reserves, I find myself leaning towards Oklo. The company possesses a degree of flexibility that NuScale, at this juncture, sorely lacks. Should delays or setbacks occur – and, in the world of innovation, they invariably do – Oklo is, I suspect, better equipped to weather the storm. A prudent wager, wouldn’t you agree?
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2026-02-05 23:12