NUSCALE POWER CORPORATION
Commented by André Will-Laudien on June 17th, 2026 | 07:10 CEST
Innovative Nuclear Power Drives AI Computing! Oklo, NuScale, American Atomics, and Siemens Energy
And right back to square one! While capital markets were braced for a correction in early June, two major events completely shifted the landscape. First, Elon Musk successfully listed his flagship venture, SpaceX, on the stock market at a staggering USD 1.7 trillion valuation. Second, US President Donald Trump announced a breakthrough resolution to the Iran conflict. This created the ultimate breeding ground for market optimism: stocks, gold, and silver surged upward, while interest rates and oil prices plummeted. Lower inflation revives the possibility of interest rate cuts in an already bubble-like tech environment, drawing vivid comparisons to the dot-com era of 2000. Today, it is the soaring profits of semiconductor manufacturers that are driving the markets. Whether artificial intelligence (AI) will start turning a profit anytime soon is highly debatable. US investment bankers are anticipating a fee bonanza worth tens of billions of dollars from the next wave of trillion-dollar IPOs. The prerequisite: the party must continue. Anyone who does the math carefully will realize that, amid all the euphoria, cheap electricity has become the lifeblood of the tech industry. This is where nuclear energy is regaining its relevance. For investors, the key question is which stocks to include in their portfolios now.
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Commented by André Will-Laudien on August 18th, 2025 | 07:05 CEST
Hydrogen versus nuclear power – 300% with Plug Power and dynaCERT, caution advised with Oklo and NuScale
Fuel cells have long been seen as a beacon of hope in propulsion technology, though they have only gained limited traction in the automotive sector. While batteries dominate the mass market, fuel cells score points primarily in heavy-duty and long-distance transport due to their range and short refueling times, as well as in stationary systems. Plug Power is working on infrastructure projects, while dynaCERT is making existing drives more efficient with hydrogen systems, thus serving as a bridge to the next era. At the same time, small modular reactors (SMRs) from suppliers like Oklo and NuScale are gaining in importance as they promise a stable, low-carbon energy supply for industry and hydrogen production. This opens up opportunities for investors in two future markets: sustainable mobility and scalable energy solutions – both enjoying political tailwinds and high growth potential. How should investors proceed with their portfolios?
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Commented by André Will-Laudien on January 16th, 2025 | 07:00 CET
The energy year 2025! Uranium stocks such as Oklo, NuScale and F3 Uranium are in high demand, as are Nel ASA and Plug Power
In 2007, a pound of uranium occasionally cost more than USD 140 per pound before a long decline in prices began. With the outbreak of the Fukushima disaster in 2011, the mood against nuclear power reached its peak and forced the uranium price even below USD 50. Since the "NetZero" wave, however, it has been rising unchecked because, according to the World Energy Agency, nuclear power is now once again being classified as environmentally friendly compared to fossil fuels. Currently, 439 reactors are operational worldwide, with 64 under construction and 88 planned. Uranium demand is, therefore, set to rise by a good 30%, which is not a good sign for the hydrogen industry because this is where government investment is urgently needed. F3 Uranium has extensive concessions in the world's largest uranium mining district: the Athabasca Basin. The industry is preparing for the coming supply shortage with acquisitions and purchases. Good returns are on offer for risk-conscious investors.
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