NuScale Power: A Nuclear Tale Worth Watching

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Well now, gather ’round and let me spin you a yarn about the peculiar goings-on in the world of nuclear energy-a realm where folks dream big, talk bigger, and occasionally stumble into something worth their while. It was May, as I recall, when President Donald Trump signed a few executive orders that set off fireworks in the stock market’s nuclear corner. Suddenly, uranium miners and small modular reactor (SMR) developers were all the rage, like a gold rush but with less dirt and more protons.

But amidst this bustling crowd of atomic dreamers stands one company-NuScale Power (NYSE: SMR)-that has managed to carve out its own little kingdom. And here’s the kicker: it’s the only outfit whose SMR design has been given the thumbs-up by the U.S. Nuclear Regulatory Commission. Now, that’s no small feat, mind you, but it ain’t what keeps me glued to my telescope, peering at NuScale like some cosmic mystery waiting to unfold.

A Flood of Curiosity-and Maybe Contracts

Oh sure, having two approved designs is impressive enough to make any investor sit up straighter in their chair. But let me tell you, there’s nothing quite so thrilling-or nerve-wracking-as watching to see if anyone actually wants to buy what you’re selling. An approved design without customers is like a steamboat without water: mighty impressive-looking, but not going anywhere fast.

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Now, on the second-quarter 2025 conference call, John Hopkins-the president and CEO of NuScale-dropped a nugget that caught my ear sharper than a fox hearing a hen cluck. He spoke of interest flooding in from prospective customers, which sounds fine until you realize “flooding” might mean anything from a trickle to Niagara Falls. Still, he mentioned they’re working hard with ENTRA1 on two or three major U.S.-based prospects, aiming to ink some “hard contracts” before the year runs out.

As it relates to customers, we’re getting inundated now. We’re focused… with our developer partner ENTRA1 on 2 or 3 major customers that and we’re still forecasting having what I call hard contracts in place by the end of this year 2025. And those are all U.S.-based customers.

So there you have it-a tantalizing morsel dangled before us like bait on a hook. Will these contracts materialize? Or will they vanish like morning mist under the summer sun? Only time will tell, but I reckon even Mark Twain himself would find this waiting game worth sticking around for.

The Investor’s Dilemma: To Leap or Linger?

Now then, dear reader, what’s an honest soul to do when faced with such tantalizing prospects? Should you dive headfirst into NuScale stock, wallet flapping in the breeze like a flag of reckless optimism? Or should you hold back, arms crossed, waiting for clearer skies?

Let me offer a bit of homespun wisdom: potential ain’t profit, and hope ain’t a strategy. Yes, securing new customers would be a green flag waving proudly in the wind, but risks abound. The road to riches is littered with companies that promised the moon and delivered mud pies instead. If you’re feeling cautious-and who could blame you after the tales Wall Street has spun over the years-you might consider spreading your bets across a nuclear energy exchange-traded fund (ETF). That way, you won’t sink all your coins into one leaky rowboat.

In the meantime, keep your eyes peeled and your wits about you. This story’s far from over, and I suspect NuScale Power will remain a name worth watching in the months ahead. After all, in the grand theater of capitalism, the show must go on-and sometimes, just sometimes, it even ends well 👀.

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2025-08-31 13:04