7investing founder Simon Erickson explains why his firm just re-added NuScale Power (NYSE:SMR) to its scorecard — a stock they originally recommended in 2022, sold in December 2023, and are now buying back at $12/share. The thesis centers on a seismic shift in energy demand: AI data centers are now consuming power at gigawatt scale, and the list of viable baseload solutions is extremely short. With natural gas, solid oxide fuel cells from Bloom Energy (NYSE:BE), and small modular reactors as essentially the only technologies capable of delivering 5+ gigawatts of emissions-free on-demand power, NuScale's position as the sole NRC-certified SMR design in the United States has become dramatically more valuable than it was when Simon first recommended it.The key new catalyst is a $400 million Department of Energy grant awarded to the Tennessee Valley Authority, which then partnered with the Intra-1 utility to target up to 6 gigawatts of nuclear power deployment — with NuScale as the strategic technology partner. Simon walks through why this partnership alone could represent a $50 billion+ capital project and potentially a 20-bagger from current prices, while also detailing the very real risks: cost overruns (the original Utah project collapsed when SMR power costs jumped from $58 to $89 per megawatt hour), regulatory uncertainty, long timelines of 5–10 years to operational status, and the financial pressure on a company generating only $31 million in annual revenue.Simon also reviews the prior energy companies on 7investing's watch list — including Schneider Electric (EPA:SU) for power systems infrastructure and Bloom Energy (NYSE:BE), which has surged 125%+ since being highlighted in March 2026 — and explains why SMRs specifically fit a demand need that solar, wind, and even fuel cells can't fully address at scale.Stocks Mentioned:NuScale Power (NYSE:SMR)Bloom Energy (NYSE:BE)Schneider Electric (EPA:SU)Oracle (NYSE:ORCL)Meta Platforms (NASDAQ:META)Constellation Energy (NASDAQ:CEG)Southern Company / Georgia Power (NYSE:SO)#NuScalePower #SMR #SmallModularReactors #NuclearEnergy #NuclearStocks #EnergyStocks #AIDataCenters #BloomEnergy #GrowthStocks #StocksToWatch #CleanEnergy #StockAnalysis #7investing #Simonerickson