Why has SMR surged recently? Just one word from the godfather!

Jensen Huang discussed the importance of nuclear energy for AI on Joe Rogan's podcast.
Over the past two days, $NuScale Power(SMR.US) has surged by 11%, and during Thursday's U.S. trading session, the stock price soared another +15.5%.

【Jensen Huang × Joe Rogan: The AI Era Needs Small Nuclear Power】

In the latest episode of The Joe Rogan Experience, Jensen Huang mentioned:
"In 6-7 years, you'll see a lot of small nuclear reactors."
"This might be the smartest and most efficient way. It can reduce the burden on the grid and also supply power back."
Joe Rogan asked: With AI's computing being so power-hungry, will the world have enough electricity?
Jensen Huang directly pointed to small modular reactors (SMRs) as the future solution.
This statement couldn't be more accurate for NuScale Power, as the company specializes in small modular reactor (SMR) technology—the exact solution to AI data centers' power shortage issues.

【Why Does This Impact SMR Stocks So Much?】

NuScale Power has long been seen as a concept stock for next-gen nuclear power, but:
• The company currently has very limited revenue
• It's still in the construction, certification, and commercialization phase
• Highly volatile with significant investment risks
But when the Nvidia CEO personally stated that nuclear power is the future of AI, the market immediately viewed SMR as a beneficiary.
The result:

11% surge in two days

Another 15.5% spike on Thursday

Jensen Huang's endorsement of nuclear power → Strong long-term theme

AI era power shortage → SMR concept becomes a market focus

But NuScale remains highly speculative.
If you have a high risk appetite, you can participate in small amounts;
If you prefer stability, nuclear energy ETFs (e.g., $Global X Uranium(URA.US) $VanEck Uranium + Nuclear Energy ETF(NLR.US) $Range Nuclear Renaissance ETF(NUKZ.US) ) may be more suitable.