Core Viewpoint - NuScale Power Corp. (SMR) has seen a significant increase in call options volume following a Craig-Hallum report that maintained a Buy rating on SMR stock, leading to an 11.8% rise in stock price, reaching a 52-week high [1][3]. Options Activity - A notable volume of over 27,000 call options expiring on October 24 at a $55.00 strike price has been traded, indicating bullish sentiment as buyers anticipate a potential rise to $59.30, representing a +15.7% increase from the current price [3]. - Other out-of-the-money (OTM) calls and puts have also been traded, albeit with lower volumes compared to the recent surge [4]. Investment Strategies - Short OTM calls present attractive yields, with a covered call strategy yielding over 6.7% for a 9-day period. An investor buying 100 shares at $5,292 can sell a covered call for $3.55, leading to a potential total return of +10.64% over 9 days [6]. - The breakeven point for this strategy is lowered to $49.37, providing some downside protection against price declines [6]. Defensive Moves - Popularity of OTM puts with a $50 strike price expiring on December 19, 2025, suggests that some call option buyers may be seeking downside protection [7]. - However, these puts are more expensive than the near-term calls, resulting in a cash outlay of nearly $600 when combined with shorting the 9-day calls [8].

Core Viewpoint - Nuclear power stocks experienced a significant surge following the announcement of a major U.S. military initiative to deploy small modular reactors at Army bases across the country to address energy demands [1] Group 1: Stock Performance - NuScale Power (SMR.US) rose over 12% [1] - Centrus Energy (LEU.US) increased by more than 8% [1] - Oklo Inc (OKLO.US) gained nearly 8% [1] - Uranium Energy (UEC.US) saw an increase of over 6% [1] Group 2: Military Initiative - The U.S. military announced a plan to deploy small modular reactors at Army bases to tackle energy shortages [1] - The initiative, named "Janus," aims to equip bases with micro-reactors by 2028 [1] - These micro-reactors will have a power output of less than 20 megawatts, sufficient to meet the energy needs of a small town [1] - Despite their lower output compared to large reactors, micro-reactors are compact and can be transported via container ships or aircraft [1]

Core Viewpoint - Nuclear power stocks experienced a significant surge, driven by the U.S. military's announcement of a major plan to deploy small modular reactors at Army bases across the country to address energy demands [1] Group 1: Stock Performance - NuScale Power (SMR.US) rose over 12% [1] - Centrus Energy (LEU.US) increased by more than 8% [1] - Oklo Inc (OKLO.US) gained nearly 8% [1] - Uranium Energy (UEC.US) saw an increase of over 6% [1] Group 2: Military Initiative - The U.S. military announced the "Janus" plan to deploy micro-reactors at Army bases by 2028 [1] - The micro-reactors will have a power output of less than 20 megawatts, sufficient to meet the energy needs of a small town [1] - These micro-reactors are compact and can be transported via container ships or aircraft [1]

Core Insights - The increasing demand for electricity, particularly driven by AI investments, highlights the potential role of nuclear power in providing reliable and carbon-free energy [1] - The U.S. military's announcement to deploy a commercial microreactor within three years aligns with a broader push for nuclear power infrastructure [2][3] - Microreactors are seen as a key innovation in nuclear technology, with bipartisan support for nuclear energy from both the Biden and Trump administrations [4] Group 1: Military Initiatives - The U.S. Army is spearheading efforts to integrate innovative technologies, including nuclear power, by reducing bureaucratic obstacles [3] - The Air Force has contracted with Radiant Nuclear for a microreactor, which is establishing a production facility in Tennessee [3] Group 2: Nuclear Power Landscape - Microreactors are smaller and more scalable, making them suitable for diverse energy needs, potentially transforming the nuclear energy supply chain [4] - Government support for microreactor production could drive innovation in the nuclear power supply chain, presenting investment opportunities [4] Group 3: Investment Opportunities - The Range Nuclear Renaissance Index ETF (NUKZ) offers exposure to companies across the nuclear power supply chain, including power generation [4] - As demand for nuclear energy continues to rise, the sector may present appealing investment opportunities for stakeholders [4]

Core Points - Centrus Energy Corp. will hold its quarterly conference call on November 6, 2025, at 8:30 a.m. ET to discuss its third quarter earnings report for 2025, which will be released on November 5, 2025, after market close [1][2] Company Overview - Centrus Energy is a supplier of nuclear fuel and services for the nuclear power industry, contributing to the demand for clean, affordable, carbon-free energy since 1998 [3] - The company has provided over 1,850 reactor years of fuel, equivalent to more than 7 billion tons of coal [3] - Centrus is focused on producing High-Assay, Low-Enriched Uranium and aims to restore America's uranium enrichment capabilities to meet clean energy and national security needs [3]

Core Insights - The company recently completed its SPAC merger and is now trading under the ticker NKLR, focusing on the clean energy sector and its role in nuclear technology [1][2] Company Overview - Founded in 2018, the company aims to design a nuclear reactor prioritizing safety and public perception, addressing concerns about nuclear accidents [3] - The reactor design is intended to prevent meltdowns and explosions, with a focus on factory production to reduce costs and construction time [4] Market Position and Strategy - The company raised $130 million prior to its public listing and has achieved a market capitalization of $1.1 billion as of October 10th [7] - The current favorable market conditions for nuclear energy, driven by technological advancements and government support, have positioned the company well for growth [6][14] Technology and Differentiation - The reactor design is unique, with components that have been used in the nuclear industry for over 60 years, allowing for a faster commercialization timeline [10] - The company plans to build up to 400 reactors by 2028, leveraging an existing supply chain to minimize construction risks [12] Regulatory Environment - The company is benefiting from a more favorable regulatory environment, with reduced review times for licensing from the US Nuclear Regulatory Commission (NRC) [15][19] - The company plans to apply for an operating license in the first quarter of next year, which is atypical as most focus on construction permits [19] Future Outlook - The company is exploring federal opportunities with the Department of Defense (DoD) and the Department of Energy (DOE) for commercialization, as its technology is ready for deployment [16][18] - The anticipated reduction in licensing review times from 18 to 12 months will further accelerate the path to commercialization [19]

Group 1 - Jim Cramer has discussed Oklo Inc. (NYSE:OKLO) multiple times this year, initially expressing skepticism but later advising viewers to avoid the stock, labeling it as "a dog" [2][3] - Cramer believes that the recent increase in Oklo's share price is driven by traders acting out of spite against him, suggesting a speculative trading environment [3] - The company is identified as a nuclear power plant developer, which places it within a niche sector of the energy industry [2] Group 2 - There is a belief that while Oklo has potential as an investment, other AI stocks may offer better returns with lower risk, indicating a competitive landscape for investment opportunities [4]

Key Takeaways OKLO's stock has surged as excitement builds around nuclear and AI-linked energy demand.Despite its vision, OKLO reports no revenue and faces steep cash burn with long timelines to deployment.Heavy funding needs and uncertain licensing add to volatility, keeping the stock's gains on shaky ground.Sam Altman-backed Oklo Inc. (OKLO) has been one of 2025’s most remarkable stock stories. The nuclear microreactor developer’s share price has soared from about $20 in April to over $170 — a stunning 75 ...

India will require nearly 19.3 trillion rupees ($217 billion) of investment to reach its target of installing 100 gigawatts of nuclear power capacity by 2047, according to a report https://t.co/jGlwMJxfhs ...

Core Viewpoint - HCM II Acquisition Corp. (NASDAQ: HOND) is initiating coverage with a Buy rating, focusing on the public listing of Terrestrial Energy, which is developing an integral molten salt reactor (IMSR) [1] Company Overview - HCM II Acquisition Corp. is facilitating the public listing of Terrestrial Energy, a company engaged in innovative energy solutions [1] Technology Development - Terrestrial Energy is working on the IMSR, which represents a significant advancement in nuclear reactor technology, potentially offering safer and more efficient energy production [1]