Nuclear is hard. Let's peel back the hype about SMR's with a real world example to show exactly how long and difficult the road can be.

According to NuScale, its SMR was initially designed in 2000:

In 2012, NuScale $SMR signed a deal with DoE to develop an SMR for a site in South Carolina. It was broadly backed and had the support of Fluor, a top tier EPC co., which was a strategic investor in NuScale.

At that point -- 2012 -- NuScale already claimed to be in the advanced stages: "Design, engineering and testing of NuScale’s technology has been underway for more than a decade."

In 2013, experienced nuclear manufacturer Rolls Royce partnered with NuScale to support commercialization.


In 2014, $SMR received a $217M funding commitment from the DoE, which it said would allow it to start commercial operations for its first reactor (now targeted for Idaho) by 2023

1/ Here goes...88 tweets about 44 stocks (aging myself here with that reference). Mostly nanocaps/microcaps/deSPACs/special sits/yield plays/potential shorts. None of this is advice. Just trying to make sense of this very strange market.

2/ Lets start with $SODI Solitron Devices because: a. its one of the few tiny stocks still in an uptrend and b. it reported tonight. Decent earnings from this $23.6M mkt cap semiconductor manuf focusing on aerospace and military markets.

1/ $INSP estimates that the TAM for its sleep apnea device is $10 billion in U.S. 2/ but $INSP revenue occurs mostly from a one-time surgery where 3 small devices are implanted. Not recurring.

1/ If I told you in 2001 that a distressed vendor of electronic fax services would rise more than 50-fold over the next 18 years, would you believe me?

$JCOM 2/ After going public in 1999, $JCOM (then trading as JFAX) posted over $22M in losses in 2000 on less than $14M in revenue. Even worse, fax use was declining and many free competitors were popping up.