Samsung C&T Corp. added 2,578,702 shares of NuScale Power, boosting the position by $83,551,989 quarter-over-quarter. The transaction represents a 55% increase relative to 13F reportable assets under management.
2025 has been characterized by several key investment themes, such as artificial intelligence (AI), quantum computing, and memory chip stocks. Not least among these themes is the market's attraction to nuclear energy stocks.
Last week, on the news that Michael Burry, the renowned investor of The Big Short fame, had put options on NVIDIA NASDAQ: NVDA and—more significantly—Palantir Technologies NASDAQ: PLTR, tech stocks sold off amid concerns about record-high valuations and a rapidly expanding AI bubble.
My bull case for NuScale Power Corporation hinges on converting TVA–ENTRA1's up to 6 GW SMR framework into PPAs with TVA-region hyperscalers amid ~11 GW of data center requested load. The Q3 print was messy. Revenue $8.24M vs $11.2M consensus, EPS −$1.85 vs −$0.15, driven by a one-off $495M ENTRA1 PMA milestone booked in G&A, which spooked traders. SMR liquidity looks solid, sitting at $753.8M,...
NuScale Power Corporation ( SMR ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Rodney McMahan - Senior Director of Investor Relations John Hopkins - President, CEO & Director Robert Hamady - Chief Financial Officer Clayton Scott - Chief Commercial Officer Conference Call Participants Drew Nordquist - Cantor Fitzgerald & Co., Research Division Eric Stine - Craig-Hallum...
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