Is SMR a good stock to buy? We came across a bullish thesis on NuScale Power Corporation on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on SMR.
The news reframes Micron from commodity DRAM to the key bottleneck supplier for AI memory (HBM). Blowout results (revenue +346%, gross margin 84.9%) plus an HBM oligopoly (Micron/Samsung/SK Hynix) ...
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