251. Fission Impossible: the SMR Gamble - Oct26

Public SMR stocks have crashed 50-80% from 2025 peaks while real commercialization, fuel supply, and cost problems remain unresolved.

• Nuclear renaissance framing: Andrei Utkin (S&P Global) cites hyperscaler demand, electrification, and energy security as drivers; US nuclear startups raised $5B in 2025 alone.
• SMR stocks crashed: NuScale ($50$8), Oklo ($136$35), X-Energy ($30$15), Nano Nuclear ($48$15) are all down 50-80% from Oct 2025 peaks, even as Oklo and Nano executives sold ~$150M of personal shares.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.