The Next AI Trade: Craig-Hallum Upgrades NuScale For Its “Ideal” Position Within The Emerging “Nuclear/SMR Adoption” Paradigm Shift

Nuclear energy is currently attracting exorbitant interest to meet the soaring demand from data centers throughout the continental US as the nation prepares to tap the century-defining potential that AI offers. Now, Craig-Hallum has upgraded the stock price outlook of NuScale, citing its regulatory head start and “a meaningful pipeline and customer list, including in AI/data center applications.” Connect the Dots A. Google announcement a few days back.B. Microsoft with 3 mile island.C. Ellison? Oracle with 3 SMRs.D. Apple and META are next! — Lawrence McDonald (@Convertbond) October 16, 2024 The so-called Mag 7 companies have been aggressively pivoting towards […]

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