Zortix matched this thesis to Uranium & nuclear ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.

True SMRs require single-factory vertical integration

The guest argued that current 'Small Modular Reactors' (SMRs) are flawed because modules come from disparate factories, causing fit issues and delays, whereas the proper approach is a single, vertically integrated factory.