$SMR 0.61 Developing

Notable posts

• @StockSavvyShay neutral 890 eng

  THE ELECTRICITY VALUE CHAIN • $CCJ uranium supply • $CEG nuclear baseload • $SMR modular nuclear reactors • $OKLO micro-nuclear generation • $EOSE zinc long-duration storage • $GEV power conversion hardware • $VRT power distribution & cooling • $VST flexible generation & storage • $TSLA utility-scale lithium storage • $FSLR thin-film solar for hyperscale • $NNE utility-scale renewable buildout • $TLN North American renewable generation • $BWXT nuclear components & specialty fuel

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• @StockSavvyShay bullish 825 eng

  10 WAYS TO INVEST IN THE AI DATA CENTER BUILDOUT Data center demand is expected to nearly quadruple to 194 GW by 2035 as AI scales across more users, more tokens per user and more compute per token. Here are some of my favorite names positioned to benefit: 1. $TSM foundry manufacturing the accelerators, custom chips & networking silicon that nearly the entire AI buildout depends on. 2. $VRT liquid-cooling leader benefiting as rack density rises & AI systems require increasingly advanced thermal management. 3. $NVDA & $AMD accelerator duopoly at center of AI buildout with Nvidia's Vera Rubin entering full production & AMD’s Helios rack-scale systems emerging as a credible second source. 4. $MU & $SKHY memory engines of the AI era with HBM content scaling on every rack with data center margins above Nvidia's at segment level while suppliers themselves forecast shortage running into 2030. 5. $AVGO & $MRVL custom-silicon backbone, designing accelerators, networking chips & hyperscaler ASICs that capture more content across every AI rack. 6. $CRDO & $ALAB high-speed connectivity layer supplying the interconnect that lashes thousands of accelerators into one fabric 7. $OKLO & $SMR next-gen nuclear frontier with Oklo building the "local power plant" targeting microreactors beside data center campuses & NuScale developing larger modular reactors for utility-scale power. 8. $BE, $CEG & $VST provide power behind the AI buildout with Bloom delivering onsite fuel cells that bypass grid delays while Constellation & Vistra supply large-scale nuclear, gas & storage capacity to hyperscalers. 9. $LITE, $COHR & $AAOI optical layer benefiting from the transition from 800G to 1.6T with Lumentum & Coherent as components suppliers Nvidia took equity stakes in to secure next-generation optics capacity while AAOI is ramping U.S.-based 800G transceiver production for hyperscalers. 10. $ASML, $AMAT, $LRCX & $KLAC form equipment layer behind every new fab & packaging line with ASML’s EUV monopoly as ultimate chokepoint & Applied Materials, Lam & KLA supplying the deposition, etch & inspection tools required for every capacity expansion.

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• @StockSavvyShay bullish 493 eng

  Data center capacity is projected to add ~106GW from 2026 through 2030 reaching 174GW and implying more than $5T of total spending. That buildout could drive 50–60% of new U.S. power capacity through 2030 spanning $GEV turbines, $BE on-site fuel cells, $CEG and $VST generation and $VRT cooling and electrical infrastructure as hyperscalers work around years-long grid queues. Once the power is secured, spending flows into $NVDA and $AMD accelerators, $AVGO and $MRVL custom silicon and networking, $TSM manufacturing and HBM from $MU, $SKHY and Samsung. I also think as AI shifts toward more distributed and latency-sensitive inference in 2027 then demand should broaden beyond mega-campuses into edge and colocation facilities while $OKLO and $SMR offer longer-term nuclear optionality.

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• @StockSavvyShay neutral 243 eng

  NASA’s nuclear powered Mars spacecraft is estimated to cost $2.1B. Space Reactor 1 Freedom is targeting a late 2028 launch with the full mission cost expected to rise further once the three SkyFall helicopters are included. $OKLO, $CCJ, $UUUU, $SMR, $BWXT, $LEU https://t.co/RLhVye9Sgj

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• @tenet_research neutral 20 eng

  Tenet Market Wake-Up Summary 📷📷 June.17.26 $SPX $AMZN $ASTS $INTC $OUST $SMR $HOOD $COIN $NFLX $AEHR $ORCL $MSFT $MNTS $IONQ $KTOS $LZB $JBL $KMX $CRL $MAC $HUN $ALGT $IQV $RMD $ZGN $LDOS $QURE $CLPT $MYSE $YQ $IMDX @ripster47 | @TENETTRADEGROUP | @TenetCharts https://t.co/UZqrXoliGx

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