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The One Reason NuScale Power Stock Dominates Investor Attention in 2025

The One Reason NuScale Power Stock Dominates Investor Attention in 2025

Author:
foolstock
Published:
2025-08-30 22:00:00
10
2

NuScale's modular reactor design slashes construction timelines while bypassing traditional regulatory hurdles—creating a nuclear play that even crypto-bulls can't ignore.

Smaller Reactors, Bigger Disruption

Traditional nuclear plants drown in billion-dollar overruns and decade-long delays. NuScale’s scalable approach delivers power in half the time at a fraction of the cost—making atomic energy suddenly competitive with renewables.

The Regulatory Edge

While solar and wind farms battle permitting nightmares, NuScale’s standardized design already cleared its biggest regulatory barriers. First-mover advantage meets atomic precision.

Financial Gravity vs. Nuclear Fusion

Wall Street still prices nuclear like it’s 1979—all doom and cost overruns. Meanwhile, NuScale quietly built the Tesla of atomic energy: smaller, smarter, and fundamentally undervalued. Maybe analysts were too busy chasing meme stocks.

Betting on atoms over algorithms might just be 2025’s smartest contrarian move.

A child wearing an aviator cap looks through a telescope.

Image source: Getty Images.

A flood of interest has me transfixed on NuScale Power's progress

Sure, the fact that NuScale Power has two approved SMR designs is reason enough to have the company on the radar. The other critical factor, however, is whether the company is receiving interest from prospective customers. Approved designs mean little if no one's interested in partnering with the company.

Management's commentary on the second-quarter 2025 conference call that addresses this point, though, has me intrigued.

On the call, John Hopkins, the company's president and CEO, spoke to the growing interest the company has received.

As it relates to customers, we're getting inundated now. We're focused, as I said, with our resources working with our developer partner ENTRA1 on 2 or 3 major customers that -- and we're still forecasting having what I call hard contracts in place by the end of this year 2025. And those are all U.S.-based customers.

There's no denying the gap between potential customers showing interest and the inkings of actual contracts, but this tantalizing commentary has me eagerly awaiting further news from the company in the remaining months of 2025.

What's a nuclear energy investor to do now?

Management's commentary is intriguing, but it hardly means investors should rush out to buy shares. Potential investors should look for green flags such as securing new customers, but they must also be cognizant of the risks and act accordingly. In the meantime, those looking to mitigate risk may be more interested in a nuclear energy exchange-traded fund (ETF).

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