In short: "As long as we bullish on Alo, we've touted Alo" — and it "did just get DOE approval along with three others" for criticality, "so there's four total now… really good news happening in that area and I think there's going to be a lot of money made. I hope Aalo is one of those big money makers." Caveat: even if highly successful, "they're probably three to four years away from producing in size" (10 MW next year is "a drop in the bucket").
Aalo is a private startup building "microreactors" — nuclear reactors small enough to be mass-produced in a factory and trucked to wherever the power is needed, rather than built as a one-off gigawatt plant. Hay and the host have both said publicly they own the theme, and Aalo has just received Department of Energy approval to go critical (start its reaction), joining only three other companies at that stage.
Why small matters: the American electricity grid is already fragile. Building giant reactors far from customers means pushing more power through wires that can't take it. Put a microreactor on-site at a data centre and the electricity never touches the grid at all — which is why he thinks small, mass-produced reactors, not big ones, are the future of US nuclear.
His honest caveat is timing. Even if Aalo succeeds, it is "three to four years away from producing in size"; a 10-megawatt unit next year is "a drop in the bucket." It is a private company, so it isn't investable for most people — a thesis to follow, not a trade.
33:13— As long as we bullish on Alo, we've touted Alo and Alo did just get DOE approval along with three others, right? So there's four total now. — Yeah. that just got approved from the DOE that she the criticality and so there's really good news happening in that area and I think there's going to be a lot of money made.
In short: Positively profiled by Haymaker in March; over the July-4 weekend its test reactor achieved criticality, joining "just three other companies" to attain "an objective that not long ago seemed well out of reach." A true microreactor company (vs an SMR) whose small reactors "lend themselves to mass production, as well as delivery on the same trucks that transport standard containers" — an advantage in the "exciting race" Haymaker expects.
Aalo Atomics is a private company building "microreactors" — nuclear reactors small enough to be factory-built and shipped, rather than constructed on-site over many years like a traditional power plant. The news here is a real engineering milestone: its test reactor reached "criticality," meaning it sustained a controlled nuclear chain reaction for the first time — the threshold that proves the design actually works. Only four companies have gotten this far. Hay first flagged Aalo favorably in March and stays positive. Its edge is size: because its reactors are so small (about a fifth the size of a rival SMR), they can be mass-produced on an assembly line and delivered on ordinary shipping-container trucks — which could make them cheap and fast to deploy where data centers need power. There's no way for a retail investor to buy it (it's private), so this is a thesis to watch, not a tradeable stock.
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