SMR and OKLO green smh

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CEG OKLO LEU NNE SMR NUKZ VST ETR GEV CCJ DUK NEE Im watching the first half of that list more than the latter, but I haven’t written them off either.

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SMR

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Anyone know what is going on with SMR right now? Nice little pop

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Next week I’m dumping half the port and reloading on year end 2026 GOOG, NVDA, NBIS, SMR, and UNH calls. Maybe some SOXL or NLR calls if I’m feeling spicey

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On a similar note, sharing the old news between BWXT Canada and Cameco signed agreement back in December 2024 [https://www.nucnet.org/news/agreement-signed-with-bwxt-canada-for-cooperation-in-deployment-of-ap1000-and-ap300-reactors-12-5-2024](https://www.nucnet.org/news/agreement-signed-with-bwxt-canada-for-cooperation-in-deployment-of-ap1000-and-ap300-reactors-12-5-2024) CAMECO just got a $80B program from US govt today and so "coincidentally" BWXT announces a new partnership with Rolls-Royce SMR.

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smr go up now. so i buy 600 puts lmaoooooooo absolute braindeads on this website

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Their designs and factories have gotten the go ahead by the US GOV for every application they’ve put in. I think the gov picked the company they want to back and won’t let them fail (like INTC). I like OKLO over SMR mot only due to their share of gov contracts, but becuase OKLO has multiple tendrils outside of mini reactors regarding energy recycling and the acquisition/mining of fuels. I also think Nuclear is the only logical solution to our energy problems, we’ll never end fossil fuels but all these data centers can’t just get added to our current power grid, that’s where I feel SMR’s truly shine.

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LAC — rip REE deals after China negotiations SMR/NNE - pre rev / over valued CCCX - 2 employees EOSE — too hot / -PE NBIS — hope you paid below 100

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Give me your opinion on my portfolio: SMR, NNE, EOSE, NBIS, LAC, CCCX.

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