Group 1 - NuScale Power Corporation's stock increased by 5.1% following positive developments regarding Italy's nuclear energy policy [1][5] - Italy's council of ministers has introduced a bill to parliament aimed at reintroducing nuclear energy, establishing a national program for sustainable nuclear power, and creating an independent authority for oversight [3][4] - The bill emphasizes the use of "modular and advanced" technologies, particularly small modular reactors (SMR), which aligns with NuScale's focus [4][7] Group 2 - While the introduction of the bill is a significant step, there remains a long process before it can become law and impact the nuclear industry [4] - The potential reintroduction of nuclear power in Italy could benefit NuScale, but there is no guarantee that the company will be the primary beneficiary [5][6] - NuScale is currently facing financial challenges, reporting a loss of $124 million annually and not expected to achieve profitability before 2030 [6]

智通财经APP获悉，周一，核电板块全线冲高，截至发稿，NANO Nuclear Energy(NNE.US)飙升超 16%，Oklo Inc(OKLO.US)涨超7%，NuScale Power(SMR.US)涨超5%。 ...

Key Points The world demands more clean energy sources -- a trend that looks set to continue. NuScale Power has a clear lead in the development of small modular nuclear reactors. 10 stocks we like better than NuScale Power › NuScale Power (NYSE: SMR) has a fascinating history. Founded in 2007, the company's mission was to create the world's first small modular nuclear reactor that would actually see real-world adoption. In 2011, the company received a huge boost when Fluor (NYSE: FLR) purchased a ma ...

Key Points NuScale is the only SMR developer with design approval from the NRC. The company has potential partnerships that could lead to its first big sale. 10 stocks we like better than NuScale Power › NuScale Power (NYSE: SMR) sells exactly what artificial intelligence (AI) needs: reliable 24/7 power generation from small modular reactors (SMRs). These SMRs can be built near data centers, producing electricity in places where the grid doesn't reach. The matchup seems like it was destined in the ...

Core Insights - NuScale Power's stock has seen significant volatility, with a 69% decline from its listing in May 2022 to the end of 2023, but has more than tripled in value over the past year [1][2] - The company focuses on small modular reactors (SMRs), which are gaining traction as a cleaner energy solution [2][3] - NuScale's SMRs are designed to be modular, scalable, and capable of generating stable power, making them suitable for various locations [3][4] Company Developments - NuScale Power has not yet commercialized its first product, but the hype is driven by the potential of SMRs to transform the nuclear energy landscape [2][5] - The company has secured a significant partnership with ENTRA1 Energy for the commercialization of its SMR technology [6] - A recent agreement between ENTRA1 Energy and the Tennessee Valley Authority (TVA) to deploy up to 6 gigawatts (GW) of nuclear power capacity marks a major milestone for NuScale [7]

Core Insights - Small modular reactors (SMRs) are increasingly seen as a viable solution for meeting the energy demands of power-intensive technologies like artificial intelligence, with NuScale Power being a leading developer in this space [1][3][5] - The demand for small-scale nuclear power is rising, driven by significant investments from big tech companies looking to restart old nuclear facilities and build new ones [3][4] - NuScale has achieved a significant milestone by obtaining the first-ever certification from the Nuclear Regulatory Commission (NRC) for its 50 MW SMR model, with a larger 77 MW model also certified [8][9] Industry Trends - The nuclear power sector has faced challenges due to public safety concerns and regulatory scrutiny, but recent energy demands have shifted the narrative towards a more favorable outlook for small-scale nuclear [2][3] - Big tech's commitment to nuclear energy is evident, as they are investing billions into nuclear projects, indicating a strong market interest [3][4] - The ability to construct SMRs off-site and transport them to various locations presents a strategic advantage for energy-hungry data centers, particularly in remote areas [4] Company Position - NuScale Power is positioned as a frontrunner in the SMR market, with a significant lead over competitors who have not yet received NRC certifications [9] - The company has a robust pipeline, with a dozen reactors under construction and the potential to handle up to 20 orders per year as demand grows [9][11] - With a market capitalization of approximately $10 billion, NuScale is viewed as a promising investment opportunity for those willing to be patient [11]

Core Viewpoint - NuScale's stock has experienced a significant decline due to major selling pressure from one of its largest shareholders, Fluor, amidst broader market losses [1][2]. Group 1: Stock Performance - NuScale's shares fell by 18.8% this week, while the S&P 500 and Nasdaq-100 decreased by 0.3% and 0.5%, respectively [1]. - The selling of nearly $100 million worth of shares by Fluor after a lock-up period contributed to the stock's decline [2]. Group 2: Shareholder Actions - Fluor, an early investor and one of NuScale's largest shareholders, converted a significant portion of its Class B shares into Class A shares, which are common stock [2]. - The expectation of further share sales, potentially amounting to hundreds of millions of dollars over the next two years, is negatively impacting NuScale's stock price [3]. Group 3: Valuation and Market Sentiment - NuScale's market capitalization exceeds $10 billion, which is considered substantial given the unproven nature of its technology and modest current revenue [5]. - Despite the risks, there is potential for significant growth in the nuclear energy sector, which could make NuScale an attractive option for investors with a higher risk tolerance [5]. - The initiation of coverage for NuScale's competitor, Oklo, by Goldman Sachs with a neutral rating may also influence investor sentiment [3].

Core Insights - Mr. Mavroudis is a professional portfolio manager with expertise in institutional and private portfolios, focusing on risk management and financial market analysis [1] - He has successfully navigated major crises, including the COVID-19 pandemic, demonstrating resilience and adaptability in investment strategies [1] - Mr. Mavroudis is the CEO of FAST FINANCE Investment Services, a registered Greek company, and holds multiple advanced degrees and certifications in finance and law [1] Company Overview - FAST FINANCE Investment Services is registered with the Hellenic Capital Market Commission, indicating regulatory compliance and credibility in the financial services sector [1] - The company offers a range of investment services, including portfolio restructuring based on market conditions and client needs [1] Professional Background - Mr. Mavroudis has published three books on investments and contributes articles to reputable financial media, enhancing his visibility and authority in the investment community [1] - He is a certified portfolio manager and holds various certifications related to financial instruments, derivatives, and securities, showcasing his expertise [1]

Core Insights - Over the past 52 weeks, NuScale Power (NYSE: SMR) has increased by more than 260%, while Rocket Lab (NASDAQ: RKLB) has seen an approximate 540% return [1][2] - In September, both companies experienced significant insider selling, with over $250 million tracked for each stock, raising concerns for investors [2][4] Group 1: NuScale Power (SMR) - In September, insider selling at NuScale Power reached $297 million, primarily from its largest shareholder, Fluor Corporation (NYSE: FLR) [4][5] - Fluor's selling is attributed to its need to lock in profits, expecting a $1.6 billion gain with NuScale trading at $13.15, which has since surged to nearly $40 [6][7] - Fluor plans to reveal its monetization strategy for NuScale shares in the upcoming quarter, indicating potential for further sales and a bearish outlook for NuScale shares [7] Group 2: Rocket Lab (RKLB) - Rocket Lab saw insider selling of approximately $267 million in September, a significant increase compared to only $30 million in total sales from January to June [8][9] - Nearly half of the September sales, around $132 million, were non-discretionary, suggesting that these sales were part of a predetermined plan, which mitigates some bearish implications [10][11] - The discretionary portion of Rocket Lab's sales, amounting to $135 million, indicates a notable increase in insider selling, but the lack of clear ongoing sales reduces the likelihood of a sustained bearish trend [11][12]

Core Insights - NuScale Power Corporation has experienced a stock price surge of approximately 200% over the past year, significantly outperforming the S&P 500's 16% increase, indicating growing investor confidence in the company within the nuclear energy sector driven by rising electricity demands and global electrification trends [2][3] Company Overview - NuScale is a leader in small modular reactors (SMRs), offering factory-manufactured, safer alternatives to traditional nuclear power plants, and holds the only U.S. Nuclear Regulatory Commission (NRC)-certified SMR design, benefiting from strategic support from its majority owner, Fluor Corporation [3] - The company's stock momentum is supported by regulatory achievements, project advancements, and favorable macroeconomic conditions [3] Market Dynamics - Electricity demand in the U.S. is increasing due to data centers and electric vehicles, with nuclear energy being recognized as a reliable, carbon-free alternative to fossil fuels [5] - NuScale is set to deliver six SMRs to Romania's RoPower, establishing a 462-megawatt nuclear facility, with significant regulatory progress marked by obtaining NRC Standard Design Approval for its upgraded SMR design in Q2 2025 [5] Strategic Developments - A historic agreement with the Tennessee Valley Authority (TVA) in August 2025 marks the largest SMR power commitment in U.S. history, positioning NuScale as a key supplier for domestic nuclear infrastructure [6] - Bipartisan support for nuclear energy and executive orders aimed at revitalizing the sector have further solidified NuScale's position, especially as energy needs grow to support AI and advanced technologies [6] Financial Performance - In Q2 2025, NuScale reported revenue of $8.1 million, a significant increase from $1.0 million the previous year, reflecting progress in early-stage commercialization efforts [7] - The company recorded a net loss of $0.13 per share, slightly larger than the $0.12 predicted by analysts, while maintaining strong cash reserves of $489.9 million as of June 30, 2025, providing a buffer for operations and strategic initiatives [8]