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SMR Stock Report
Edoardo Zarghetta Edoardo Zarghetta

SMR Stock Report

Comprehensive SMR investment analysis comparing Last Energy, Radiant, and Newcleo for private market investors. Last Energy leads with $32B commercial agreements, UK regulatory approval, and 2026 deployment timeline. Radiant secured $225M funding with DOE partnerships. Newcleo targets European markets with €535M raised. Includes funding comparison, risk assessment, and investment recommendations for the rapidly growing small modular reactor sector.

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18 Uprounds, 1 Listing, over $7 billion of fresh capital: Why AMERICA 2030’s Strategy Is Delivering Results
Edoardo Zarghetta Edoardo Zarghetta

18 Uprounds, 1 Listing, over $7 billion of fresh capital: Why AMERICA 2030’s Strategy Is Delivering Results

In just over a quarter into 2025, AMERICA 2030 has witnessed a remarkable confirmation of its investment thesis: 18 companies in our deal pipeline have already raised follow-on rounds at higher valuations, and Kodiak Robotics just announced a public listing via SPAC. This rapid validation highlights that we are picking the right companies at the right time—positioned at the intersection of defense, energy, security, and AI—at attractive secondary prices before broader capital catches up.

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