In short: Named with Oklo ("an Oklo or an SMR") as a new-nuclear-reactor developer in the energy-tech sleeve.
NuScale (ticker SMR, for "small modular reactor") designs compact nuclear reactors that can be factory-built and added in modules. Named alongside Oklo as an energy-tech example.
11:42You've got companies like an Oklo or an SMR that are building out some of these new nuclear reactors and new kinds of technologies so that we're operating more efficiently on a go-forward basis. So there's just a tremendous universe of companies and industries that are helping the power value chain grow and deliver what it needs to in order for our AI economy to grow.
In short: Unprofitable small-modular-reactor company; UBS downgraded it to "sell," questioning its path to profitability, spooking investors — even though its design appears closer to commercialization than some peers.
NuScale designs "small modular reactors" — factory-built reactors meant to be cheaper and quicker than giant plants. Its design is further along than many rivals', but the company loses money, and UBS just downgraded it to "sell" because it doubts how NuScale gets to profitability. Being technically ahead is not the same as being a good stock at today's price.
In short: Named with OKLO as "nuclear tech" garbage skewing Friday's short-covering rally and dragging real uranium miners up in sympathy — froth, not a fundamental uranium expression.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.