Zortix matched this thesis to Uranium & nuclear ETFs as one way for retail investors to get exposure. Not a recommendation.
First SMR success triggers rapid adoption
The thesis presented was that once the first small modular reactor (SMR) comes online successfully, it will de-risk the technology and lead to a rapid, cascading wave of subsequent builds.
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The story so far
REVIVED · 23 MENTIONS · 17 EPISODES · 12 SHOWS
31 JUL 2025 — 16 AUG 2026 · 2D AGO
17 SUPPORT · 1 CHALLENGE · 3 UPDATE · 2 MENTIONED
- MACROVOICES
7 EPISODES BETWEEN · 8 MENTIONS
- SMARTERMARKETS
- THE TIM FERRISS SHOW
- BARRON'S STREETWISE · 2 MENTIONS
- THE DERIVATIVE
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- MACROVOICES
- MACROVOICES
- THE DERIVATIVE · 3 MENTIONS
- First SMR success triggers rapid adoption · THIS IDEA
- SMR adoption awaits tangible proof
- DOD fast-tracking microreactors, bypassing NRC
- PLANET MICROCAP PODCAST · 2 MENTIONS
- MACROVOICES
- MACROVOICES · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- ODD LOTS
- WHAT BITCOIN DID
- THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD