# NuScale Power Deep Dive | Why We Are Recommending (SMR) Again | 7investing Live 04/30/26

Page: https://stenobird.com/podcast/the-7investing-podcast-1227049/nuscale-power-deep-dive-why-we-are-recommending-smr-again-7investing-live-04-30-26
Text version: https://stenobird.com/podcast/the-7investing-podcast-1227049/nuscale-power-deep-dive-why-we-are-recommending-smr-again-7investing-live-04-30-26.md
Podcast: [The 7investing Podcast](https://stenobird.com/podcast/the-7investing-podcast-1227049)
Published: 2026-05-08T22:13:36+00:00
Episode link: https://podcasters.spotify.com/pod/show/7investing/episodes/NuScale-Power-Deep-Dive--Why-We-Are-Recommending-SMR-Again--7investing-Live-043026-e3j3sv5
Audio file: https://anchor.fm/s/1659b6fc/podcast/play/119714213/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-8%2F423784424-44100-2-7014c39967f07.mp3
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Duration seconds: 1815

## Resource

7investing founder Simon Erickson explains why his firm just re-added NuScale Power (NYSE:SMR) to its scorecard — a stock they originally recommended in 2022, sold in December 2023, and are now buying back at $12/share. The thesis centers on a seismic shift in energy demand: AI data centers are now consuming power at gigawatt scale, and the list of viable baseload solutions is extremely short. With natural gas, solid oxide fuel cells from Bloom Energy (NYSE:BE), and small modular reactors as essentially the only technologies capable of delivering 5+ gigawatts of emissions-free on-demand power, NuScale's position as the sole NRC-certified SMR design in the United States has become dramatically more valuable than it was when Simon first recommended it.The key new catalyst is a $400 million Department of Energy grant awarded to the Tennessee Valley Authority, which then partnered with the Intra-1 utility to target up to 6 gigawatts of nuclear power deployment — with NuScale as the strategic technology partner. Simon walks through why this partnership alone could represent a $50 billion+ capital project and potentially a 20-bagger from current prices, while also detailing the very real risks: cost overruns (the original Utah project collapsed when SMR power costs jumped from $58 to $89 per megawatt hour), regulatory uncertainty, long timelines of 5–10 years to operational status, and the financial pressure on a company generating only $31 million in annual revenue.Simon also reviews the prior energy companies on 7investing's watch list — including Schneider Electric (EPA:SU) for power systems infrastructure and Bloom Energy (NYSE:BE), which has surged 125%+ since being highlighted in March 2026 — and explains why SMRs specifically fit a demand need that solar, wind, and ev…

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