$X-Energy(XE.US) rose by about eight points; orders and licensing progress for the high-temperature gas-cooled reactor route are moving forward; $NuScale Power(SMR.US) and $Constellation Energy(CEG.US) both rose by three to four points.
The narrative of powering computing power is now divided into two layers: commercialization of small modular reactors is still tackling milestones, while operators can already realize cash flow through long-term electricity price agreements with data centers. The RSI for $X-Energy(XE.US) has reached 75; chasing it at this level offers poor cost-effectiveness 🤔
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