NuScale Power Is Interesting, but Here's What I'd Buy Instead

Group 1 - NuScale Power aims to meet the upcoming demands for artificial intelligence energy with its small modular reactors, providing reliable and carbon-free nuclear power without straining the power grid [1] - The U.S. Nuclear Regulatory Commission approved NuScale's design for a 462-megawatt small modular reactor power plant, marking a significant milestone for the company [2] - NuScale's success hinges on its ability to rapidly scale revenue post-commercialization, with the current market capitalization at $5.6 billion, reflecting a nearly 65% decline from its peak value [3] Group 2 - Axcelis Technologies has seen a 180% increase in stock value over the past five years, despite a more than 50% drop from its all-time high reached in 2023 [5] - The company's primary revenue driver has been demand from the electric vehicle (EV) sector, which has slowed down since 2023, impacting stock price movements [6][7] - Axcelis is transitioning its focus from the EV industry to AI infrastructure, positioning itself as a contrarian investment opportunity due to its ion implantation technology [8]