NuScale’s Big Jump: A Contrarian’s Dilemma

Dear Diary,
Today’s stock market antics left me both baffled and slightly nauseous. NuScale Power (SMR) has surged 22.6%-a number that makes me want to hide under my desk, clutching a bottle of gin and a spreadsheet. The U.S. Army’s “Janus Program” is the culprit, apparently. A nuclear microreactor initiative? How delightfully 1950s.

Let’s parse this. The Army wants to deploy small modular reactors (SMRs) globally, which, in theory, sounds like a plot from a Bond film. But here’s the kicker: NuScale’s SMRs are the first to get U.S. Nuclear Regulatory Commission approval. Which is impressive, until you remember that regulatory approvals are like a toddler’s bedtime-always subject to last-minute tantrums.

Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24.
Yet here I am, staring at NuScale’s stock chart, wondering if this is a golden ticket or a gilded cage. The Army’s partnership with the Department of Energy? A match made in Washington, D.C.-where dreams and contracts are equally fragile.

Contrarian instincts scream: “Beware the hype!” But then again, who am I to argue with a government that thinks nuclear power is the answer to everything? (Spoiler: It’s not.) NuScale’s technology is clever, but let’s not confuse innovation with inevitability.

Still, I can’t help but marvel at the chaos. A stock jumping 25% in a week? It’s like watching a toddler win a spelling bee. Adorable, but suspicious. Perhaps the real story isn’t the reactors, but the collective delusion that anything with “nuclear” in the name is a sure thing.

Until next time,
Your (slightly less) rational investor 🚀

2025-10-15 21:22

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