{"podcast":{"title":"The 7investing Podcast","slug":"the-7investing-podcast-1227049","podcast_index_feed_id":1227049,"rss_url":"https://anchor.fm/s/1659b6fc/podcast/rss","website_url":"https://7investing.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/3649783/3649783-1776286525000-bfcf02cd3eacd.jpg","author":"7investing","episode_count":514,"summary":"Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.","last_synced_at":"2026-06-30T04:17:15.201289+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049"},"episode":{"title":"NuScale Power Deep Dive | Why We Are Recommending (SMR) Again | 7investing Live 04/30/26","slug":"nuscale-power-deep-dive-why-we-are-recommending-smr-again-7investing-live-04-30-26","published_at":"2026-05-08T22:13:36+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/nuscale-power-deep-dive-why-we-are-recommending-smr-again-7investing-live-04-30-26","show_page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049","url":"https://podcasters.spotify.com/pod/show/7investing/episodes/NuScale-Power-Deep-Dive--Why-We-Are-Recommending-SMR-Again--7investing-Live-043026-e3j3sv5","audio_url":"https://anchor.fm/s/1659b6fc/podcast/play/119714213/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-8%2F423784424-44100-2-7014c39967f07.mp3","summary":"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…","meta_description":"7investing founder Simon Erickson explains why his firm just re-added NuScale Power (NYSE:SMR) to its scorecard — a stock they originally recommended in 2…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1815,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/nuscale-power-deep-dive-why-we-are-recommending-smr-again-7investing-live-04-30-26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/nuscale-power-deep-dive-why-we-are-recommending-smr-again-7investing-live-04-30-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}