GE Vernova, NuScale, Oklo, and the Nuclear Investing Playbook
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GE Vernova, NuScale, Oklo, and the Nuclear Investing Playbook
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In the 40th installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous open with a quick debrief of McMaster’s Nuclear Renaissance 2.0, then shift to the Business of Nuclear. They compare GE Vernova, NuScale, and Oklo in simple terms, separating what each actually does from the story the market is pricing. Along the way they unpack why gas is powering today’s data centers, where small modular reactors could fit next, how price to book hints at narrative versus assets, and what would count as proof that promises become programs. They close with a straight allocation exercise for a hypothetical one million dollars and the takeaway that in nuclear the program is the product. Tune in for a tour of technology, buyers, and valuation discipline.