Core Insights - The focus is on uncovering high-upside opportunities in overlooked sectors, particularly small-cap stocks, energy, commodities, and special situations [1] - The investment strategy is based on the CAN SLIM framework, emphasizing fundamental momentum indicators such as EPS, ROE, and revenue [1] - The use of econometric tools like GARCH and Granger causality is highlighted to assess risk, volatility, and macroeconomic influences on market cycles [1] Investment Strategy - The strategy incorporates a multi-faceted approach, combining technical analysis, fundamental analysis, and market catalysts to build conviction [1] - The emphasis is on identifying market discrepancies where the narrative does not align with the underlying numbers [1] Professional Background - The individual has been managing personal capital since 2020 and has been advising under MiFID II after obtaining a license [1] - Educational qualifications include a bachelor's degree in Business Administration and Economics, with ongoing studies for a master's in Finance [1]

Core Insights - NuScale Power Corporation is experiencing growth due to rising energy demands from data centers, particularly those supporting advanced AI systems [1][11] - Data centers are projected to triple their energy consumption over the next three years, potentially accounting for 12% of U.S. electricity consumption by 2028, creating significant opportunities for NuScale Power [2] - Major technology companies like Meta, Microsoft, Alphabet, and Oracle are increasingly committing to nuclear energy and SMR technology to meet sustainability goals, enhancing NuScale Power's market position [3][4] Industry Dynamics - NuScale Power's small modular reactor (SMR) technology provides consistent, carbon-free energy, aligning with the needs of hyperscale data centers [2][11] - The company has established a strong manufacturing ecosystem and strategic partnerships, such as with ENTRA1, positioning it well to meet global energy needs [5][11] - Competition in the nuclear energy sector is intensifying, with companies like Oklo and Constellation Energy also targeting the growing energy demands of data centers [6] Competitive Landscape - Oklo has formed a collaboration with Vertiv to develop advanced power and thermal management solutions for data centers, utilizing onsite nuclear power plants [7] - Constellation Energy has secured a 20-year power purchase agreement with Meta to supply nuclear power for AI data centers, starting in 2027, which will support Meta's growth and sustainability efforts [8] Financial Performance - NuScale Power's stock has surged 86.8% year-to-date, outperforming the Zacks Computer & Technology sector and the Zacks Electronics-Power Generation industry [9] - The stock is currently trading at a premium, with a forward 12-month Price/Sales ratio of 79.24X compared to the sector's 6.56X, indicating a high valuation [12] - The Zacks Consensus Estimate for 2025 indicates a loss of 46 cents per share, which has widened recently, while the company reported earnings of 42 cents per share in the previous year [14]

Group 1: Market Overview - Five stocks are highlighted for potential buying opportunities before November, driven by high short-interest and strong market fundamentals [1] - These companies are positioned within the AI revolution, expected to achieve market-leading growth and improved shareholder value over the next five to ten years [2] Group 2: SoundHound AI - SoundHound AI (NASDAQ: SOUN) has a current price of $12.38, with a 52-week range of $4.32 to $24.98 and a price target of $13.36 [3] - The stock has a high short interest of 33% of the float, despite a 7% decrease in short interest at the end of July [3] - The company has shown hyper-growth exceeding 200% due to expanding verticals and client counts, although growth concerns remain [4] - Analyst consensus is a Moderate Buy, with price target revisions suggesting a potential rise to the $18 range [5] Group 3: AST SpaceMobile - AST SpaceMobile (NASDAQ: ASTS) is currently priced at $43.93, with a 52-week range of $17.50 to $60.95 and a price target of $48.41 [8] - The stock has a short interest of approximately 30% of the float, with bullish analyst trends supporting rising price action [8] - The price target has increased by about 100% over the past 12 months, with potential to reach an all-time high of $63 [9] - ASTS is positioned to become a global leader in mobile services, driving significant growth and profitability [10] Group 4: Symbotic - Symbotic (NASDAQ: SYM) is priced at $43.53, with a 52-week range of $16.32 to $64.16 and a price target of $42.69 [13] - The stock has a short interest of 30%, down 10% from the previous report, but still near record levels [13] - Despite a Hold rating, increased coverage and a bullish price target outlook suggest potential for a 20% to 25% upside [14] Group 5: NuScale Power - NuScale Power (NYSE: SMR) is currently priced at $32.20, with a 52-week range of $6.88 to $53.50 and a price target of $34.44 [16] - The stock has a short interest of 22%, with a significant pullback following its Q2 release [17] - Analyst trends are bullish, with a price target expected to rise to $46, reflecting a more than 300% increase over the past year [18] - The MACD convergence indicates potential for a market rebound [19] Group 6: Tempus AI - Tempus AI (NASDAQ: TEM) is priced at $68.39, with a 52-week range of $31.36 to $91.45 and a price target of $67.64 [22] - The stock has a short interest of 25%, down 36% from the prior month, but still elevated [22] - Analysts rate Tempus AI as a Moderate Buy, forecasting an 80% revenue growth pace in Q3 [23]

Core Viewpoint - Nuclear energy stocks have shown strong performance in 2025, with Constellation Energy up 44% and NuScale Power up 95% as of August 18, driven by favorable sentiments from AI hyperscalers and the Trump administration [1] Group 1: Constellation Energy - Constellation Energy reported Q2 results that exceeded Wall Street expectations, with revenue $1.2 billion higher than anticipated and adjusted earnings per share beating estimates by 9 cents [2] - Despite strong earnings, the market reaction was muted, with shares down approximately 5% since the report, likely due to unchanged guidance [3] - Analysts have raised price targets for Constellation, with the average target now around $375, suggesting a potential upside of nearly 17% [5] Group 2: NuScale Power - NuScale Power's Q2 earnings were disappointing, with revenue just over $8 million, falling short by $2.4 million, and a larger-than-expected loss [6] - Following the earnings report, shares dropped 12% and have declined over 20% overall, although the lack of revenue guidance complicates performance predictions [7] - Despite the earnings miss, analysts from UBS and Canaccord Genuity raised their price targets, indicating a neutral outlook for the company [8] Group 3: Other Nuclear Companies - Nano Nuclear Energy has not reported revenue yet, but its Q2 loss per share was better than expected, leading to a 2% rise in shares on August 15 [10] - However, shares fell nearly 11% after a downgrade from Ladenburg Thalmann, which lowered its price target significantly [10] - Oklo emerged as a clear winner in Q2, with shares rising 9% after being selected for three reactor pilot programs by the U.S. Department of Energy, leading to multiple analyst upgrades [12]

Core Viewpoint - The nuclear power sector experienced a decline on Thursday, with notable drops in stock prices for several companies in the industry [1] Company Summaries - Duke Energy (DUK.US) saw a decrease of 0.69% in its stock price [1] - BWX Technologies (BWXT.US) reported a decline of 0.87% [1] - Oklo Inc (OKLO.US) experienced a significant drop of over 6.9% [1] - NuScale Power (SMR.US) fell by more than 5.3% [1]

Core Viewpoint - The technology sector is poised for growth driven by the future of data centers, particularly as the U.S. focuses on onshoring artificial intelligence capabilities, necessitating substantial investments in the semiconductor industry [1] Group 1: Data Centers and Energy Demand - The current U.S. energy grid is inadequate to meet the increasing electricity demand from data centers, which may lead to a rise in alternative energy sources [2] - This gap in energy supply could create long-term investment opportunities for those looking to capitalize on emerging trends in energy [2] Group 2: Nuclear Energy Companies - Major players in the nuclear energy sector, such as Cameco Corp., Oklo Inc., and NuScale Power Corp., are expected to benefit from the anticipated growth in data centers and the associated energy demands [3] - Cameco's stock is currently trading at $75.64, close to its 52-week high, reflecting strong market momentum and investor interest [4] - Cameco reported an earnings per share (EPS) of $0.51, significantly exceeding Wall Street's expectation of $0.29, indicating strong financial performance [5] Group 3: Stock Performance and Analyst Ratings - Analysts have a consensus "Buy" rating for Cameco, with a price target of $82.6, suggesting a potential upside of approximately 6.6% [7] - Royal Bank of Canada analyst Andrew Wong has a more optimistic target of $110, implying a 42% upside based on recent financial results [7] Group 4: Oklo's Market Position - Oklo's stock is trading at $77.31, with a high price-to-book (P/B) ratio of 35.9x, indicating a premium valuation compared to the energy sector average of 4.0x [8] - Oklo provides fusion power solutions, aligning with U.S. government objectives for national security and domestic energy production [9] - There has been a slight decline in short interest for Oklo, suggesting a potential bullish sentiment as the stock may rally [10] Group 5: NuScale's Regulatory Advantage - NuScale Power has a market capitalization of $11.2 billion and is well-positioned to adapt to new regulatory guidelines for small to medium-sized reactors [12] - The company is expected to see increased demand for its reactors as data centers expand, despite not yet reporting net income [13] - NuScale's stock trades at a high price-to-sales (P/S) ratio of 229.6x, reflecting strong market expectations for future sales growth [14]

Core Insights - NuScale Power's stock has experienced significant volatility, trading between approximately $7 and $51 over the past year, with a notable 58% drawdown despite a 400% increase overall [1][2][8] Company Overview - NuScale Power primarily generates revenue through consulting services for Fluor, a major construction company, which is also a significant investor in NuScale [3] - The consulting work is related to a project with RoPower, a Romanian power company, which is expected to be the first customer for NuScale's small modular nuclear reactors (SMRs) [3] Technology and Market Opportunity - The company aims to manufacture SMRs, which are designed to scale down existing nuclear power technology, making it more cost-effective and easier to build in a factory setting [4][5] - SMRs are expected to incorporate modern safety features and can be deployed closer to population centers, potentially transforming the nuclear power landscape [5] - There is a projected 55% increase in electricity demand in the U.S. from 2020 to 2040, compared to only a 9% increase from 2000 to 2020, indicating a significant market opportunity for SMRs [6] Investment Considerations - The volatility of NuScale's stock may be attributed to market sentiment and the potential for the stock price to outpace the company's actual performance [8] - Currently, NuScale is not profitable and is in the process of building its business, with RoPower not yet officially committed as a customer [9] - The successful transition from zero production to supplying RoPower with six SMRs is critical, and failure to meet this milestone could lead to a significant drop in stock value [10] - Securing RoPower as a customer could pave the way for additional clients, but uncertainties remain regarding the company's future performance [11] Investor Profile - NuScale Power is likely to attract only a small number of aggressive investors who are optimistic about the company's potential and willing to invest for the long term [12]

Core Insights - NuScale Power's shares have declined 14.6% since the second-quarter 2025 results were reported on August 7, attributed to a competitive energy market and regulatory challenges [1][19] - The company reported revenues of $8.1 billion in Q2 2025, a 733% increase from $967 million in the same quarter last year, driven by higher fees from the RoPower project [2][10] - Year-to-date, NuScale Power shares have surged 110.1%, outperforming the Zacks Computer & Technology sector's return of 14.6% and the Zacks Electronics-Power Generation industry's rise of 107.9% [3] Financial Performance - Q2 2025 revenues reached $8.1 billion, up 733% year-over-year, primarily due to increased service fees from the RoPower project [2][10] - The Zacks Consensus Estimate for loss in 2025 is 45 cents per share, unchanged over the past 30 days, compared to earnings of 42 cents per share in the prior-year quarter [15] Market Position and Competitive Landscape - NuScale Power received its second U.S. Nuclear Regulatory Commission (NRC) approval for a 77-megawatt design in Q2 2025, enhancing its competitive position [6][10] - The company is facing stiff competition from firms like Oklo, BWX Technologies, and Constellation Energy, which are also advancing in the nuclear energy sector [11][19] - Oklo has signed a memorandum of understanding with Korea Hydro & Nuclear Power to collaborate on advanced nuclear technology [12] - Constellation Energy has secured a 20-year power purchase agreement with Meta for emissions-free nuclear energy [13] - BWX Technologies has contracts worth approximately $2.6 billion for naval nuclear reactor components, further solidifying its market position [14] Valuation and Investment Outlook - NuScale Power shares are currently considered overvalued, trading at a forward price/sales (P/S) ratio of 92X, significantly higher than its median of 52.53X and the sector's 6.83X [16][19] - The company is ranked 3 (Hold) by Zacks, suggesting that investors should wait for a more favorable entry point to buy the stock [19]

Core Insights - NuScale Power shares have increased by 7.2% following the release of its second-quarter 2025 results, driven by strong revenue growth and early NRC approval for its 77 MWe SMR design [1][3] - The company reported a loss per share of 13 cents, an improvement from the 31 cents loss in the same quarter last year, although it missed the Zacks Consensus Estimate by 8.33% [1][9] - Revenues for the quarter reached $8.1 billion, a significant increase of 733% from $967 million in the prior-year quarter, but also fell short of the Zacks Consensus Estimate by 11.15% [2] Revenue and Growth - The year-over-year revenue increase was primarily attributed to higher fees from engineering, licensing, and pre-commercial operational services related to the RoPower project [2][9] - For the third quarter of 2025, the Zacks Consensus Estimate for loss is projected at 11 cents per share, unchanged over the past 30 days, with expected revenues of $11.10 million, indicating a year-over-year increase of 2,260.64% [7] Operating Performance - The gross margin for the second quarter of 2025 improved to 22.1% from 12.1% in the same quarter of 2024 [4] - Operating expenses rose by 6.8% year over year to $44.86 million, while research and development expenses decreased by 2.7% to $11.8 million [4] - The company reported a loss from operations of $43.08 million, slightly higher than the $41.8 million loss in the prior-year quarter [5] Balance Sheet - As of June 30, 2025, NuScale Power had cash and cash equivalents and short-term investments totaling $420.7 million, down from $521.4 million as of March 31, 2025 [6] Market Performance - Year to date, NuScale Power shares have appreciated by 119.5%, significantly outperforming the Zacks Computer & Technology sector's return of 13.8% [3]

Core Viewpoint - NuScale Power is positioned for significant growth due to its unique market position, accelerated operational timeline, and favorable market dynamics [1][3]. Group 1: Market Position and Timeline - NuScale Power is the only company with U.S. Nuclear Regulatory Commission design approval and is on track to deploy its first commercial reactors within a few years [1][7]. - The timeline for commercial operations has been accelerated, with the expected start of commercial revenue moving up to as early as 2027, compared to previous estimates of late 2028 or 2029 [8]. Group 2: Market Dynamics and Volume - The market for NuScale Power has shown elevated volume, with a 30-day moving average nearing 14 million shares daily, indicating a strengthening market [4]. - The MACD momentum indicator reached record levels, suggesting a high probability of retesting stock price highs, which may create a buying opportunity [5]. Group 3: Financial Position and Institutional Activity - The company has increased its share count and debt but is well-capitalized for 2025, with a sufficient cash position to support operations until commercial launch [9]. - Institutional ownership is robust, with nearly 80% of the stock held by institutions, which have been net buyers throughout the year [10]. Group 4: Analyst Ratings and Price Forecast - The consensus rating for NuScale Power has shifted from Buy to Hold, but increased analyst coverage has firmed long-term outlooks, with no Sell ratings currently [12][13]. - The 12-month stock price forecast averages $33.00, indicating a potential downside of 16.43% from the current price, with a high forecast of $46.00 [12].