Founder of @NucleationVC, investing in next-gen nuclear—the future of energy. Time to dump your XOM and invest in the ATOM: https://teapawt.net/t.co/ntOHLzIa3a
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Joined October 2009
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It is difficult to express how clear it is to me that the "renewable" logjam and nuclear boycott enforced by so-called "green" groups has broken. Can't do it in a tweet, so I posted this to LinkedIn, where I spend more of my limited "social media" time. linkedin.com/feed/update/urn…
Valerie Gardner retweeted
Though @NRCgov has always been responsible for helping people understand its actions to protect public health and safety, the informative video in the below post would NEVER have been created or released before the ADVANCE Act.
Haters would have called it "promotional"
Check out this video on Palisades nuclear power plant’s historic journey and our role in ensuring it returns safely to generating power for its community. #NRCForward
Valerie Gardner retweeted
Breaking!💥 @Microsoft and the Idaho National Laboratory (@INL) announce partnership to use #AI for accelerating the process of obtaining construction permits & operating licenses for new #Nuclear power plants🏎️🤖🧾⚛️⚡️🏗️👷🤠🐂#Uranium #EnergySecurity 🌊🏄ca.investing.com/news/stock-…
Valerie Gardner retweeted
Investors are excited about new nuclear. Antinuclear activists haven't been talking much about that relatively new development.
Dr. Lyman (@NucSafetyUCS) was once providing frequent commentary about NuScale's (@NuScale_Power) stock price.
@OskaArcher captured a few of his posts and included them in a post this morning.
In Lyman's view, $SMR's poor performance circa 2023 indicated that investors were not interested in the advanced reactor/SMR sector. He was generally correct at that time.
As Lyman gleefully told us in Jan 2024, NuScale, which went public at $10/share, traded near $2/share in the wake of the cancellation of UAMPS's Carbon Free Power Project.
That was then. Now, just 18 months later, NuScale is trading above $40/share and closed yesterday at $42.98. Those who paid close attention to Lyman's posts and purchased shares during the 3-month low period have done rather well if they held on.
There is a lot of volatility in advanced reactor stocks, but share price behavior indicates keen investor interest.
It's risky to make predictions based on single events or single company performance.
For a much broader view of the sector, I recommend following @UnoMasReactor and subscribing to some of his publications.
#investinnuclear #uranium
Women seem to know the least about nuclear—which corresponds to lower levels of support. Having spent the last 15 years self-educating and now investing, I've become extremely bullish. I've found talking with other women about nuclear socially helps answer their questions.
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I am now cohosting an intimate luncheon in LA next, specifically to answer questions women have but were afraid to ask. We have space for a few more ladies to join our first-ever "Nuclear for Climate Change" lunch. Join us: it will be historic. nucleationcapital.com/nuclea…
Valerie Gardner retweeted
Today, New York announced it will build a new 1 GW nuclear plant - a promising step forward, though a bittersweet reminder of what was lost.
It was just four years ago that we organized our yellow helmet demonstration, mourning the closure of New York’s Indian Point nuclear plant, a 2 GW facility that supplied a quarter of downstate’s electricity!
Nonetheless, this step forward couldn't have happened without @nuclearny's relentless efforts and unwavering dedication.
Valerie Gardner retweeted
Holtec (@holtecintl) has announced that it will be going public within the next few months. (Story is in Barron's "Nuclear Power’s Biggest IPO in Years Is on the Way". Published at 4:22 pm on June 23 )
I'm virtually positive that Barron's is understating the event. Holtec will be the largest U.S. nuclear IPO ever.
Holtec is a profitable private company that has been in business since 1986. It has manufacturing facilities in nine different countries (US, Canada, Brazil, UK, India, Japan, Spain, Poland and Ukraine) on four continents.
It makes boilers, heat exchangers, dry storage casks, waste transportation systems, etc. It decommissions nuclear facilities and is restarting the Palisades Nuclear Plant. It has been developing the SMR-300 for a decade and plans to build the first pair of its SMRs at Palisades.
Holtec owns several more sites that used to host nuclear plants, including Oyster Creek, Pilgrim and Indian Point.
It owns a licensed independent spent fuel storage installation in New Mexico.
Anyway, you get the point. Holtec is big already but it's also as close to a pure play in nuclear as BWXT.
Based on recent stock market interest in nuclear-focused companies, the Barron's article includes another understatement:
"The company could be worth more than $10 B"
Given just how blatantly corrupt @andrewcuomo was and is, even before you add in all his sexual offenses, it's just remarkable that he got any votes or endorsements at all. Making it quite satisfying that he got blown out the water in the #primary. Thank you, New Yorkers!
Cuomo aides were involved in a corruption saga associated with Competitive Power Ventures, which was developing a 650 MWe power plant. The value of that development rested on Indian Point's closure. One of the aides was sentenced to 6 yrs
nytimes.com/topic/competitiv…
Valerie Gardner retweeted
Complete speech by Governor Kathy Hochul announcing her decision to direct the New York Power Authority to build a new nuclear power plant with more than 1 GWe of generating capacity.
news10.com/video/full-announ…
Valerie Gardner retweeted
Standard Nuclear (@standardnuclear) emerged from stealth mode in June 2025 after successfully raising $42 M from a group of venture capital funds.
The company owns and operates a TRISO fuel fabrication facility in Oak Ridge TN. By several measures, it is highest capacity TRISO production facility outside of China.
Standard Nuclear's CEO is Dr. Kurt Terrani (@kterrani). He's been focused on TRISO fuel science and manufacturing for the past decade, first at Oak Ridge National Laboratory, then at Ultra Safe Nuclear and now at Standard Nuclear.
Terrani visited the Atomic Show for a lengthy discussion about his company, its history, its technology, its facility and its visionary plans.
If you are curious about TRISO fuel and how it changes the way that nuclear facilities are designed and constructed you will want to listen to the show.
#TRISO #StandardNuclear #advancednuclear
Valerie Gardner retweeted
"Losing spent nuclear fuel storage case may be win in long term for Texas"
Valuable opinion piece that highlights safety of spent fuel storage and the importance of enabling storage if for states that want nuclear energy growth.
statesman.com/story/opinion/… via @statesman
Love this DOE ONE Mother's Day campaign! If you'd like to help your own mom go nuclear, consider this offer from @nucleationvc : nucleationcapital.com/help-m…
Valerie Gardner retweeted
Nucleation Capital (@nucleationvc) is proud to spread the word about Zeno Power (@zeno_power) and its accelerating development.
We were happy to invest in its most recent round of fundraising to participate in the growth of this exciting company and its valuable technology.
Today, we’re announcing our $50 million Series B and that Admiral John M. Richardson (USN, Ret.), former Chief of Naval Operations, is joining our Board of Directors.
With over $70 million raised to date, we’re accelerating toward full-scale nuclear battery demonstrations in 2026, enabling deliveries to maritime and space customers in 2027.
Read more via @demarest_colin in @axios:
axios.com/2025/05/14/zeno-po…
Valerie Gardner retweeted
This is an absolutely fascinating conversation about the way that two rural electric cooperatives decided to purchase power from the Palisades Nuclear Power Plant, enabling its restart.
Put it on your commuting/cycling/rowing/eliptical playlist
electric.coop/along-those-li…
Valerie Gardner retweeted
German Greens concealed a utility's offer to keep running nuclear plant during energy crisis, reveal newly released documents.
German parliament is now conducting an inquiry into how Green officials misled the German public in closing all the nuclear plants even after a dangerous energy crisis and the invasion of Ukraine began.
The Green-led energy ministry had claimed that utilities did not want to keep nuclear plants running. This was not true, documents just released to parliament show.
Why does this matter?
Germans still care about duty and honesty in government officials, and lies in order to damage German interests are still considered bad by German citizens when they come out of German ministries.
The nuclear plants can still be saved, and some of them only need fuel, some repairs, and to rehire staff. The Greens claim they can't restart, but they also know nothing about these power plants (intentional ignorance) and are being revealed as bad faith actors to the German people.
German utility execs also say they can't start them but they're quite transparently bullshitting and will do exactly as told by politicians, including restarting the plants, if ordered.
Now nuclear is more popular in Germany than the Green party is, with elections just two months away and the German economy declining quarter after quarter.
It will be interesting to keep watching the results of the inquiry as Germany and Europe burn through their winter gas supply at the fastest pace since the loss of Nord Stream in 2022.
Retweeting because I feel like my message is also important.
For all of you accredited investors and #uranium traders out there: it might be time for you to consider #investing in #advancednuclear!
Now you can build a #lowcost venture #portfolio: venture.angellist.com/v/l/i6…
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Valerie Gardner retweeted
Constellation President and CEO Joe Dominguez kicked off Climate Week by sitting down with @Bloomberg to discuss our landmark deal with Microsoft and nuclear’s critical role in powering the U.S. economy with always-on, emissions free energy.
📺: bloom.bg/4dhdTCK
Valerie Gardner retweeted
A report by a Dutch consultancy company concludes that a nuclear powered cargo ship would cost less than one powered by very low sulphur fuel oil, or by green ammonia. Article link in reply.
The nuclear option would have other benefits, such as faster speed, longer range, and no carbon (or pollution!) emissions.
The capital cost of a nuclear ship would be higher, but that is more than offset by lower operation costs (mainly not having to buy fuel oil or green ammonia fuel). This is especially true given the long life of the nuclear ship and the reactor.
Valerie Gardner retweeted
Nuclear power has long been #bipartisan, even if Democrats value it most for its carbon-free attributes and Republicans value it for its economic and geopolitical attributes. But wow, the need for more #nuclear has become downright common knowledge now. Exciting times!
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