We came across a bullish thesis on NuScale Power Corporation on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on SMR. NuScale Power Corporation’s share was trading at $12.85 as of February 27th.
Photo from NuScale Power’s website
NuScale Power Corporation provides small modular reactor technology solutions. SMR occupies a unique position in the emerging small modular reactor (SMR) market as the only U.S. company with multiple Nuclear...
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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
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Put another way, that’s roughly equal to:
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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
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