Small modular reactors (SMRs) have the potential to transform energy supply for data centers and industries, but they come with significant execution risks and ambitious timelines, making investments in this sector speculative. Investors should be vigilant about developments in SMR technology and market adoption, as this area is attracting considerable attention. The video provides insights into what to monitor and the factors driving interest in SMRs. Understanding these dynamics is crucial for anyone considering investments in this emerging field.
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