SMR I'm not going to lie. I had some good times with this last night....buy the rumour , go nuclear 🙏❤️
NuScale Power Corporation stock forum
SMR I'm not going to lie. I had some good times with this last night....buy the rumour , go nuclear 🙏❤️
SMR Bought this at 17 dollars crazy gains today and the past week
SMR I took my profits. Would love to stay in but feel a reversal coming in
SMR Why wasn’t this on my radar at $11 bucks not long ago…😤
SMR im out, see you guys again when this looks cheap on the RSI👋SMR im wondering where this will go next
SMR holy short
SMR SMR – Bottleneck Theory Alignment Analysis
Strategic Thesis Export — May 2025
Core Thesis Mapping
Constraint: Global grid instability and lack of scalable clean baseload power
Resolution Actor: NuScale (SMR), deploying modular nuclear reactors for distributed energy
Crowd Positioning: Historically dismissive, but sentiment flipping post-DOE/funding milestones
Trigger Set: Construction license finalization, global contracts, sovereign energy subsidies
Capital Lag: Early-stage investor base, institutional capital entering cautiously
Bottleneck Lens Summary
1. Energy Infrastructure Constraint:
- Renewables are intermittent, fossil phase-outs worsening grid volatility - SMRs solve baseload needs with scalable, secure nuclear output
2. Geo-Political Asymmetry:
- Energy independence is now national security — SMRs enable microgrids - U.S. DOE + foreign allies backing NuScale as Western SMR standard
3. Narrative Friction:
- Market perception of nuclear = slow, dangerous, unbankable
- Yet capital is quietly realigning — DOE grants, SMR ETFs, sovereign agreements
4. Trigger Status:
- U.S. NRC near final stage of approvals
- Key contracts announced in Romania, Poland, and Utah - Once ground breaks → full narrative reprice begins
Strategic Bottleneck Verdict
Bottleneck Classification: Tier 1 – Global energy resolution bottleneck
Asymmetry Score: 9.2 / 10 — Friction is peaking, resolution catalyst close, upside large
Next Action: Reinforce before first concrete pour. Once SMR moves from blueprint to steel, the crowd will chase and valuation will gap. Exit only post-institutional full alignment.
-Anthony Guerino
SMR ok? What’s up with this movement
SMR hitting a weekly support around 16 with 2 weeks in green, can be a decent level to bounce back to 20-22-24+ in next upcoming weeks. Check out my #SMR analysis on TradingView: tradingview.com/x/mp5Stncv/
