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SMR

Uranium The Epic Explosion!Global uranium demand is up to rise about 28% by 2030, driven by clean-energy pushes, nuclear restarts (e.g., Japan), and advanced modular reactors Kazakhstan’s largest producer, Kazatomprom, cut its 2025 production forecast by ~17% due to logistical hurdles and resource constraints Iran signaled openness to discussions with European counterparts aimed at curbing its uranium enrichment levels. However, seasoned diplomacy and regional conflict issues complicate prospects for an agreement Bottom line: Uranium markets are tightening due to production cuts and geopolitical risk, while long-range demand is gaining momentum thanks to nuclear expansion and emerging energy technologies.
AMEX:URA
by Trading-Capital
1
This Just Went Nuclear - Explosive Move!Uranium prices have surged due to several key factors: - Increased demand for nuclear energy – Many countries are expanding nuclear power to meet clean energy goals. - Geopolitical tensions – Supply disruptions from Russia and Niger have tightened the market. - Underinvestment in uranium mining – Years of low prices led to reduced production, creating a supply deficit. - Government policies – The U.S. and other nations are prioritizing domestic uranium production for energy security. - Rising uranium prices – Spot prices have climbed significantly, boosting mining stocks. We are near some major resistance and expect some profit taking to occur. Names Like NYSE:OKLO NYSE:SMR AMEX:URNM AMEX:URA NASDAQ:CEG should be on watch for a strong selloff.
AMEX:URAShort
by Trading-Capital
NuScale Power Corp. (SMR) – Leading the Nuclear RenaissanceCompany Overview: NuScale NYSE:SMR is pioneering small modular reactor (SMR) technology—offering a scalable, carbon-free solution for baseload energy at a time when AI, quantum computing, and data centers are driving unprecedented power demand. Key Catalysts: Regulatory Leadership 🏛️ Only SMR design approved by the U.S. Nuclear Regulatory Commission (NRC) ✅ Creates a regulatory moat—a multi-year head start over competitors Enhances institutional credibility and accelerates deployment Global Flagship Project: RoPower, Romania 🇷🇴 462 MW project → pre-orders already underway Final investment decision by year-end could validate tech and unlock global markets First major deployment in Europe signals international expansion readiness Explosive Growth Outlook 🚀 77% forecasted revenue CAGR through 2025 vs. industry avg of 8.3% 62% reduction in per-share losses expected → strong operating leverage Positioned to meet clean energy mandates and private sector demands for resilient, low-carbon power Investment Outlook: ✅ Bullish Above: $27.00–$28.00 🎯 Price Target: $48.00–$50.00 📈 Thesis Drivers: First-mover advantage, regulatory approval, and global SMR project pipeline ⚛️ NuScale isn’t just building reactors—it’s building the future of energy. #SMR #NuclearEnergy #CleanPower
NYSE:SMRLong
by Richtv_official
Can Small Reactors Solve Big Energy Problems?Oklo Inc. has recently captured significant attention in the nuclear energy sector, propelled by anticipated executive orders from President Trump to accelerate the development and construction of nuclear facilities. These policy shifts are designed to address the US energy deficit and reduce its reliance on foreign sources for enriched uranium, signaling a renewed national commitment to atomic power. This strategic pivot creates a favorable regulatory and investment environment, positioning companies like Oklo at the forefront of a potential nuclear renaissance. At the core of Oklo's appeal is its innovative "energy-as-a-service" business model. Unlike traditional reactor manufacturers, Oklo sells power directly to customers through long-term agreements, a strategy lauded by analysts for its potential to generate sustained revenue and mitigate project development complexities. The company specializes in compact, fast, small modular reactors (SMRs) designed to produce 15-50 megawatts of power, ideally suited for powering data centers and small industrial areas. This technology, coupled with high-assay, low-enriched uranium (HALEU), promises enhanced efficiency, extended operational life, and reduced waste, aligning perfectly with the escalating energy demands of the AI revolution and the burgeoning data center industry. While Oklo remains a pre-revenue company, its substantial market capitalization of approximately $6.8 billion provides a strong foundation for future capital raises with minimal dilution. The company targets the commercial deployment of its first SMR by late 2027 or early 2028, a timeline potentially accelerated by the new executive orders streamlining regulatory approvals. Analysts, including Wedbush, have expressed increasing confidence in Oklo's trajectory, raising price targets and highlighting its competitive edge in a market poised for significant growth. Oklo represents a high-risk, high-reward investment, with its ultimate success contingent on the successful commercialization of its technology and continued governmental support. However, its unique business model, advanced SMR technology, and strategic alignment with critical national energy and technological demands present a compelling long-term opportunity for investors willing to embrace its speculative nature.
NYSE:OKLOLong
by UDIS_View
SMR NNE OKLO – Breakout Setup Triggered by Nuclear CatalystNYSE:SMR is lighting up after Trump’s announcement on nuclear energy — and it’s not alone. NYSE:OKLO and NASDAQ:NNE are also setting up, but NYSE:SMR has one of the cleanest breakout structures on the board. 🔹 Catalyst: Trump’s nuclear energy announcement yesterday is putting serious momentum behind the sector. 🔹 Technical Setup: NYSE:SMR is building a textbook breakout formation, with $32 as the key breakout level. 🔹 Volume & sentiment are increasing — early signs that buyers are positioning. My Trade Plan: 1️⃣ Anticipatory Entry: I’m looking to buy the first dip before the $32 breakout — getting in early with tight risk. 2️⃣ Add on Breakout: Will scale in above $32 if volume confirms. 3️⃣ Stop Loss: Just below the recent base — staying tight on risk. Why I’m Watching This Closely: Sector catalyst + technical setup = 🔥 Nuclear names have been under accumulation, and now they’ve got a narrative tailwind. First dip after a big catalyst is often the best R/R opportunity.
NYSE:OKLOLong
by kunal00
8
NuScale Power Corporation (SMR) AnalysisCompany Overview: NuScale Power Corporation NYSE:SMR is at the forefront of the nuclear energy revolution, leveraging its cutting-edge small modular reactor (SMR) technology to address the growing demand for clean, reliable energy. With the backing of the U.S. Nuclear Regulatory Commission’s (NRC) certification, NuScale holds a strong first-mover advantage in the nuclear energy space, positioning it for significant growth as global efforts to transition to cleaner energy sources accelerate. Key Catalysts: NRC Certification: NuScale is the only SMR company with NRC certification, giving it a significant regulatory and market advantage in deploying its innovative nuclear reactors. Growing Demand for Clean Energy: As countries worldwide commit to reducing carbon emissions, demand for clean nuclear energy is rising. NuScale’s scalable, safe, and cost-effective SMR technology is well-suited to meet this need. Data Center Opportunities: In addition to energy generation, NuScale is exploring applications for its SMRs in the data center industry, offering on-site, scalable power solutions that align with the industry's increasing energy demands. Global Expansion: NuScale's technology appeals to both developed and developing nations as a reliable and safe alternative energy source, with strong international interest in SMR deployment. Investment Outlook: Bullish Outlook: We are bullish on SMR above $10.50-$11.00, reflecting the company’s first-mover status in the nuclear SMR market and its potential to capture significant market share in both energy and data center applications. Upside Potential: Our target range for SMR is $23.00-$24.00, driven by growth in clean energy adoption and increasing demand for scalable power solutions in high-growth sectors like data centers. 🚀 SMR—Pioneering the Future of Clean, Reliable Nuclear Power. #NuclearEnergy #CleanEnergy #SmallModularReactors
NYSE:SMRLong
by Richtv_official
SMR, an algorithmic correctionSMR has been in a steady and predictable decline for about 9 months now. We recently just observed another rejection from the top of the descending macro wedge trend line, and there is currently a fight around the $7.70 to $8.00 range. A strong break below the $7.60 level may have enough momentum to push the price to a new low and I will look for support at the psychological support level of around $7.00. I am using Elliot Correction waves here to illustrate the correctional structure playing out, and local highs and lows have been reliably trading within the larger descending wedge formation. I believe an upside break of the wedge will occur at some point, but for the time being the downtrend is still intact.
NYSE:SMR
by Bs_215
1