Total Ideas
1
Bullish Ideas
1 (100%)
Bearish Ideas
0 (0%)
Recent Activity
"Now, this name is arguably the most risky and most speculative on this list. We called it out in the pre-Spack phase before it had a massive run. I see a long-term value ad opportunity. You have to understand the context here. AI data centers are power hogs. They need electricity 24/7, and while solar and wind can't deliver consistently, nuclear can. New Scale is the only company in the US with an NRC approved small modular reactor design and has just landed massive deals, including an agreement with the Tennessee Valley Authority to deploy up to 6 gigawatts of SMR capacity. This could be the largest SMR deployment in US history. I think it makes the picture that this is going to be a big winner in the coming years."
The speaker presents SMR as a speculative yet promising trade call, backed by its unique NRC-approved small modular reactor technology and landmark deals that could revolutionize power supply for AI data centers.
Sentiment
