NuScale Power: Disrupting the Nuclear Energy Industry with Small Modular Reactors.

NuScale Power is a nuclear technology company aiming to disrupt the industry with small modular reactors (SMRs). SMRs are designed to be assembled in a factory and shipped to project sites, cutting down on time and costs. The company has a first-mover advantage, but securing its first commercial customer remains a challenge. Despite concerns, NuScale has policy tailwinds and increasing electricity demands, making its technology likely to have multiple chances to prove itself. The company's valuation is sizable, but if it can scale its SMR sales, today's valuation could look more reasonable in retrospect.