NuScale Power Corporation (SMR)

Too speculative.

Is losing a fortune. It topped at $57 and is now at $17.41. Trades at a high PE.

Portable nuclear reactor portals, which are hooked up to the back of data centres. Owns and likes this, as well as OKLO.

Shares are really high, but he would consider it if they did a public offering.

It's made promising advances in small-form reactors, but loses money on weaker sales.

Is up 659% this year. It's losing money as it develops small-scale nuclear modules, but he bets the balance sheet will be fine once it lands a huge hyperscaler contract.

The question was on companies that build small modular reactors. This is a growing space since these can be built in a factory as opposed to large scale site development of nuclear reactors. There are not a lot of companies in this space. Rolls Royce is one of them but it has other divisions as well. The New Scale Power Company is one of the companies dealing specifically with SMR's and it has been approved in the U.S.