Cakenhaveit

Days of Thunder baby!!! If you know you know! Tight racing makes things so much more exciting, but I still don’t know how Glenn made it through that unscathed. 🤯 We are lucky he didn’t panic and just rode right through like a boss. So impressive! 💪🏻💪🏻

Nuclear stocks have been on a tear, with a YTD average of 66% and a 1-year average of 165% across 43 US-listed nuclear stocks that ListingTrack monitors. Following May’s nuclear executive order (with the DOE's uranium policy expected any day now), here is the public nuclear landscape, along with market caps + US licensing statuses for SMRs & Uranium players: SMRs (Small modular reactors) Developers of small modular reactor technology, focusing on scalable, safer, and more efficient nuclear power generation through innovative reactor designs. The DOE's Nuclear Reactor Pilot Program selected 11 companies, only 3 public/going public (Oklo $OKLO itself, plus its subsidiary, Atomic Alchemy, and Terrestrial Energy $HOND) A) Pure-Play SMR (includes US licensing status) • $OKLO $20B Passed NRC readiness assessment in July 2025 and is preparing to submit the first phase of its combined license application for the Aurora powerhouse at Idaho National Lab. Selected for 2 of the 11 total DOE pilot awards. • $SMR $13.3B First NRC design approval for an SMR but needs NRC site-specific license for deployment. • $NNE $1.9B Engaged in pre-application prep with NRC. • $HOND $1.4B implied Terrestrial Energy (SPAC target, soon $IMSR) completed first NRC safety evaluation for the IMSR molten salt design. Selected for 1 of the 11 total DOE pilot awards , NRC license process ongoing. • $GSRT $860M implied Terra Innovatum (SPAC target, soon $NKLR). NRC review of PDC in process now, expected by year-end B) Other SMR Developers/ SMR Tech • $KULR $197M • $GEV $170B • $BAM $97B • $BWXT $16B • Holtec International (plans 2025 IPO) 1/