Core Viewpoint - Aegis Critical Energy Defence Corp. has officially formed a new subsidiary, Homeland Nuclear Energy Inc., to focus on the development and deployment of Small Modular Reactor (SMR) and Micro Modular Reactor (MMR) technologies within its energy solutions ecosystem [1][2]. Strategic Expansion - The establishment of Homeland Nuclear represents a strategic move to enhance Aegis's mission of providing sovereign, mission-critical power by commercializing hybrid energy systems that integrate modular nuclear power with Battery Energy Storage Systems (BESS) [2][3]. Strategic Mandate - Homeland Nuclear will focus on three core pillars: 1. Infrastructure Integration: Designing standardized interfaces for next-generation micro-reactors and microgrids [7]. 2. Sovereign Energy Security: Offering carbon-free, long-tenure power solutions for remote communities and military installations [7]. 3. Regulatory & Safety Leadership: Collaborating with partners to ensure compliance with North American safety and cybersecurity standards [7]. Synergies with Aegis Ecosystem - Homeland Nuclear will utilize Aegis's existing technology, including quantum-secured energy management controls and ruggedized battery hardware, to create "plug-and-play" nuclear-hybrid microgrids that can be deployed more rapidly and securely than traditional plants [4][5]. Focus on Nuclear Sector - By isolating nuclear integration within a specialized subsidiary, Aegis aims to maintain a dedicated focus on the unique licensing, safety, and engineering requirements of the nuclear sector while continuing to grow its core BESS and telecom business lines [5].

Core Insights - NuScale Power aims to establish itself as a manufacturer of small modular nuclear reactors (SMRs) amidst a nuclear power renaissance, presenting significant opportunities for growth, although it has yet to make its first sale [1][2]. Company Overview - NuScale Power is categorized within the nuclear energy sector, focusing on the production of SMRs, which differ from traditional large nuclear plants as they are manufactured in factories, allowing for efficiencies through scale production [2]. - The company is currently in discussions to sell six reactors to RoPower, a Romanian power company, but has not finalized any sales agreements yet [5]. Financial Outlook - The market capitalization of NuScale Power is approximately $4.9 billion, with a current stock price of $16.48, reflecting a day’s change of -5.72% [7]. - The company has a gross margin of 64.95%, indicating potential profitability once sales commence [7]. Future Prospects - If NuScale Power successfully builds a substantial business, it may eventually pay dividends, although such payments could be years away [4]. - The company faces challenges in building its manufacturing capacity, which will require significant capital investments to scale operations [7]. Investment Considerations - Given the current uncertainties surrounding NuScale Power's ability to secure customers and finalize contracts, it is suggested that most investors should wait until the company has successfully built a few SMRs before considering investment [8].

Core Viewpoint - NuScale Power has experienced significant stock growth, attracting investors interested in next-generation nuclear technology, particularly its small modular reactors (SMRs) which are seen as a solution for energy demands from sectors like artificial intelligence [1][2] Group 1: Investment Performance - An investment of $5,000 in NuScale stock in January 2024 would have yielded a remarkable return of 643.3%, increasing the value to $37,160 [2][7] Group 2: Advantages of SMRs - SMRs offer several advantages over traditional nuclear reactors, including scalability, lower construction costs, and enhanced safety features [2] Group 3: Risks and Challenges - Despite the potential for growth, NuScale faces significant risks, including the challenges of perfecting its technology and the likelihood of share dilution as it progresses [4] - Nuclear power is characterized as an expensive business, which adds to the investment risk associated with NuScale [4]

Company Overview - NuScale Power Corporation is a provider of small modular reactor nuclear technology [2] Investigation Details - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving NuScale Power Corporation [1] - The investigation focuses on whether NuScale and certain top executives made materially false and/or misleading statements or omitted material information regarding the company's business and operations [2]

Core Insights - NuScale Power aims to disrupt the nuclear energy industry with its small modular reactors (SMRs), which can be deployed in groups for a total output of up to 924 megawatts [1] - The company’s SMRs are designed for factory assembly and easier deployment, potentially reducing time and costs compared to traditional nuclear power plants [2] - NuScale holds a first-mover advantage as the only company with an SMR design certified by the Nuclear Regulatory Commission [3] Market Position - Despite its first-mover advantage, NuScale has yet to operate a reactor commercially, with ongoing projects in Romania and Tennessee but no commercial revenue [4] - The current market capitalization of NuScale is $4.9 billion, which is significant given its minimal revenue [5][7] - The company’s stock price has seen a decline of 7.61%, currently priced at $17.48, with a 52-week range of $11.08 to $57.42 [5][6] Industry Context - There is strong policy support from the U.S. government aiming to quadruple nuclear capacity, which could benefit NuScale [6] - The demand for electricity is expected to surge, particularly from data centers, creating a need for innovative energy solutions like NuScale's SMRs [6][7] - Execution risks remain, but the urgency for power generation may provide NuScale with multiple opportunities to validate its technology [7]

Company Overview - NuScale Power Corporation is a provider of small modular reactor nuclear technology [2] Investigation Details - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving NuScale Power Corporation [1] - The investigation focuses on whether NuScale and certain top executives made materially false and/or misleading statements or omitted material information regarding the company's business and operations [2]

Group 1 - NuScale Power Corporation's share price decreased by 2.08% from January 16 to January 23, 2026, ranking it among the energy stocks that lost the most during that week [1] - RBC Capital has reduced its price target for NuScale Power from $32 to $21 while maintaining a 'Sector Perform' rating, indicating an upside of over 6% from current levels [3] - The company specializes in small modular reactor technology, with its NuScale Power Module capable of producing up to 924 MWe of carbon-free energy [2] Group 2 - The nuclear technology sector is experiencing a resurgence, driven by the demand for clean energy from hyperscalers signing long-term Power Purchase Agreements (PPAs) [4] - Despite the potential of small modular reactors (SMR), there are speculative risks associated with NuScale's technology as it has not yet been commercially deployed at scale [4] - The investment potential of SMR is acknowledged, but certain AI stocks are considered to offer greater upside potential with less downside risk [5]

Group 1 - NuScale Power shares have increased by 40% year-to-date in 2026, reflecting strong investor interest in the nuclear energy sector [1] - The stock's recent performance contrasts with the historical performance of NuScale Power shares over the past few years, indicating mixed results for long-term investors [2] - The nuclear energy industry received a boost in September 2024 when Constellation Energy signed a power purchase agreement with Microsoft, enhancing interest in advanced nuclear companies like NuScale Power [4] Group 2 - In May 2025, President Donald Trump signed executive orders aimed at revitalizing the nuclear energy sector, which positively impacted NuScale Power's stock performance [5] - Market interest in NuScale Power remains strong as the company approaches commercial operations, with a $1,000 investment three years ago growing to $2,000 by January 23 [6] - NuScale Power is recognized as a leader in next-generation nuclear reactors, offering significant growth potential for investors willing to accept higher risks [8]

Core Insights - NuScale Power Corporation is set to host a conference call on February 26, 2026, to discuss its fourth quarter and full year 2025 results [1] - The company is recognized as a leader in advanced small modular reactor (SMR) nuclear technology, aiming to support the global energy transition with safe and reliable carbon-free energy [3][4] Company Overview - Founded in 2007, NuScale Power specializes in proprietary SMR technology, with each NuScale Power Module™ capable of generating 77 megawatts of electricity (MWe) or 250 megawatts thermal [3] - The technology can be scaled to meet customer needs, with configurations allowing for a total output of up to 924 MWe through 12 modules [3] - NuScale is the first and only SMR to have its designs certified by the U.S. Nuclear Regulatory Commission, positioning it to serve a diverse range of customers globally [4] Future Outlook - The company is focused on delivering nuclear energy solutions for various applications, including electrical generation, data centers, district heating, desalination, and hydrogen production [4]

Core Insights - NuScale Power's small modular reactor (SMR) technology has the potential to transform nuclear energy deployment through factory-built, transportable power modules that reduce construction time and costs [1][4] - The company is the only one with its SMR design certified by the U.S. Nuclear Regulatory Commission, targeting energy-intensive industries such as AI data centers, mining, and semiconductor manufacturing [2] Stock Performance - NuScale's stock has experienced significant volatility, peaking at $57 per share over the past year, but currently trades around $21 per share [3] Partnership with ENTRA1 - The agreement with ENTRA1 is crucial for NuScale's commercialization and deployment of its power module technology, aiming to provide carbon-free baseload power for data centers and industrial applications [4][5] - This partnership is seen as a response to the cancellation of NuScale's previous project in Idaho due to rising costs, allowing for technology deployment without the typical upfront debt burden on utilities [5] Financial Implications - While the ENTRA1 agreement alleviates financial pressure on utilities, it may impose significant financing responsibilities on both ENTRA1 and NuScale, potentially diluting existing shareholders [6][7] - Analysts estimate that NuScale could incur costs of $6 billion over the next 15 years under this agreement, fundamentally altering its valuation [7]