The Immediate Nuclear Trade For All Portfolios

We’re falling behind. 

You wouldn’t expect to hear that in the U.S. energy sector considering how gung-ho the Trump administration has been; that all-of-the-above push to develop every energy source under the sun to establish U.S. energy dominance has been a Trump mantra for nearly a decade. 

Unfortunately, the sad truth is that we fell behind in one key area: Next-gen nuclear technology. 

Don’t believe me?

Despite all the rhetoric that President Trump has levied onto the media, all the hype over pushing development for next-gen SMR technology through the DOE’s $900 million investment two months ago, all you need to do is look around to see the gap between us and the rest of the world… for now, at least.

Clearly the country we’re most envious of is China. Some of you might remember recently when China completed the “heart” of its ACP100 SMR project, Linglong One. The Chinese are years ahead of everyone else, as they should be given that its leaders are aggressively pursuing next-gen nuclear technology. 

Now the rest of the world is starting to finally catch up. 

Last October, Swiss-based Deep Atomic revealed its plans to build the MK60 light-water reactor. Once completed, the 60 MWe reactor will be deployed to power the country’s growing number of data centers. 

Even countries like Uzbekistan have jumped ahead of us in this nuclear race. Last week, the country is preparing to cast a 205-tonne ingot made of special alloy steel to create a flange for the RITM-200N reactor vessel — the country’s first planned small modular reactor. 

For the record, that steel ingot weighs nearly ten times more than the average stone used to build the pyramids. It’s a good then Uzbekistan isn’t going to need 2.3 million of them!

Keep looking around, and you’ll see the rest of the world with similar next-gen nuclear ambitions, from Russia to Brazil. 

At this point, you’re probably wondering where we stand. 

Well, that’s a good question. 

Follow the Leader: The Immediate Nuclear Trade For All Portfolios

There’s no question that U.S. interest in SMR technology has risen significantly over the last two years. Ever since the world’s biggest tech companies announced they want to power their future data centers with small modular reactors, investors have fallen head-over-heels with up-and-coming SMR projects. 

Just last week, Nuscale Power Corp. (NYSE: SMR) stole the market spotlight after posting a strong quarterly report. Over the last four weeks, shares of Nuscale have surged 84% higher! 

Of course, the company is expecting to receive approval for its 77 MWe design within the next two months, and book its first orders by the end of the year… so it’s no surprise that investors took to the hype. 

For all the excitement over this announcement, you have to wonder if the market didn’t get a little bit ahead of itself. Keep in mind that we’re quite a ways from seeing the first SMRs deployed in North America — with the expected to come online in Canada in 2030. That's five years from now! 

Don’t let me dull your enthusiasm over next-gen nuclear technology, but never forget one simple fact: We need this power NOW!

Whether you like it or not, there are a host of data centers coming to a city near you. 

Last February, Apple announced it will spend $500 billion boosting its infrastructure here in the United States — including a massive 250,000-square-foot manufacturing facility that will produce servers to power the company’s AI system. 

This isn’t to mention President Trump’s Project Stargate, which will add another 20 data centers to the mix. 

Amazon is pumping $100 billion into constructing new data centers; Google is investing $75 billion. Even Meta is committing $65 billion for its data center projects. In total, roughly half a trillion dollars is going to pour into new data center and technology investments inside the United States. 

Make no mistake, this fact alone is going to drive U.S. demand in the power sector through the roof… and we simply don’t have five years to wait around before that electricity demand starts growing. 

The good news is that the answer is right in front of us, staring us down. 

Just look to nuclear utilities like Vistra who will be feeding that need for more and more power. While the company generates a significant amount of electricity from nuclear power, it is Vistra’s latest move that should make you sit up and take notice. 

Last Thursday, the company announced a $2 billion deal to acquire seven natural gas facilities. That makes sense given that natural gas is the primary source for most of our country’s electric power. 

Cleaner than coal, both nuclear and natural gas will be the go-to source for U.S. electrical generation for years to come — yes, even after the first U.S. SMRs are deployed down the road. 

Vistra isn’t the only one that understands this. And the sooner you realize this fact, the quicker you’ll beat the market to the punch.

I recommend you check this nuclear stock out before you make that first trade.