Key events, in time order
Revenue down 99% YoY, coupled with large equity offering, raising dilution concerns
Zacks highlights NuScale modular reactors supplying high-temp steam for chemicals/fuels industrial decarbonization
Fool reports FEED study completion crushed revenue; reliance on stock offerings for cash
NuScale第二季度营收为0.1百万美元，去年同期为8.1百万美元，同比下降主要因Fluor前端工程设计第二阶段工作于2025年底完成。
Multiple sources confirm approved design but projects years away; stock down 38% YTD, market cap below $4B
Company closed Q1 2026 with approximately $1 billion in cash and other capital resources, increasing to over $1.2 billion by early May 2026
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The discussion highlights $SMR as a potential early-stage investment alongside other disruptive themes like photonics and robotics, with a focus on companies having strong balance sheets.
Main discussion
5 Early-Stage Names With the Cash to Back Up the Story $ONDS $ABCL $SMR $JOBY $QS $ONDS — The defense and autonomous systems story here has been one of the fastest-scaling in the space, and the balance sheet backs it up. Ondas ended Q2 with roughly $1.4 billion in cash, cash equi
The pattern behind generational wealth rarely changes. $NVDA rewarded early believers. $TSLA rewarded early believers. $PLTR rewarded early believers. The next disruptive themes are already forming. Bookmark this: • Photonics → $LITE $MRVL $AAOI • Robotics → $TSLA $VPG $OUST $IND
30 charts dropping today for subscribers: $AXTI $BABA $BMNR $BTDR $CIFR $CLSK $DGXX $ETH $FIGR $HOOD $HPE $IMSR $INDI $IREN $LMND $MARA $META $MRVL $MSTR $ONDS $ORCL $PGY $SLNH $SMR $SOFI $SOUN $SYM $UPST $USAR $VELO https://x.com/StonkChris/creator-subscriptions/subscribe
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Facts and opinions separated · All items sourced · Not investment advice
NuScale sells small modular nuclear reactors (77 MW each) that can be stacked into plants like VOYGR-12, targeting electricity, heating, and hydrogen production. Think of it as a Lego set for nuclear power plants.
Revenue is tiny (USD 0.04B in 2024) and comes from reactor sales and licensing, but the company is deeply unprofitable—net margin was -368.80% in 2024. No recurring revenue yet; money flows from development contracts, not operations.
NuScale holds the only U.S. NRC-certified small modular reactor design, a regulatory barrier that General Electric-Hitachi, Westinghouse, and X-energy haven't cleared. But the moat is eroding as competitors like Kairos Power and TerraPower advance their own de
Sell (sector percentile 1) — value F, growth F, profitability F, momentum D-, revisions A-. Updated daily, sector-relative, identical for every user.
