TVA
Texas Ventures Acquisition III Corp Class A
stock NASDAQ

Wow this company again lol..
Well.. at least $TVA / $TVACW → PlusAI is coming in around an **\~$800M valuation**, vs industry leader $AUR at **\~$11B+** and $KDK around **\~$700M**.
Obviously not apples-to-apples, but $TVACW around **$0.30 after the DA selloff** has me wondering if there’s some opportunity here. Curious what everyone thinks??

[PlusAI, a Leader in Physical AI Pioneering AI-Based Virtual Driver Software for Factory-Built Autonomous Trucks, to Become Publicly Listed Through Business Combination with Texas Ventures Acquisition III Corp](https://www.businesswire.com/news/home/20260903685150/en/PlusAI-a-Leader-in-Physical-AI-Pioneering-AI-Based-Virtual-Driver-Software-for-Factory-Built-Autonomous-Trucks-to-Become-Publicly-Listed-Through-Business-Combination-with-Texas-Ventures-Acquisition-III-Corp) \- TVA TVACW

NuScale Power (SMR)
Lots of companies talk about small modular reactors, but NuScale is the only one that has actually pushed a design all the way through the Nuclear Regulatory Commission. That approval took years and cost hundreds of millions of dollars. Every competitor still has to walk that same long road, while NuScale is already standing at the finish line. In an industry where the paperwork is almost as hard as the physics, that is a real and original advantage that cannot be copied overnight.
Long-term potential is where the story gets exciting. Ask yourself a simple question: will the world need more clean, reliable electricity in 20 to 30 years, or less? AI data centers are straining the grid, countries are trying to cut carbon, and wind and solar cannot run around the clock. Nuclear is the one carbon-free source that works day and night, in any weather. NuScale sits right at the crossing point of the nuclear comeback and the AI energy boom. The company also has around a billion dollars in liquidity and no long-term debt, which gives it the runway to survive until the big contracts land. A planned buildout of up to 6 gigawatts with TVA and ENTRA1, plus the RoPower project in Romania, shows the pipeline is forming.
The stock has been beaten down, and I get why some people are nervous about the timelines. But that is exactly why the entry point looks attractive. You are buying the only NRC-approved SMR design, a strong balance sheet, and a front-row seat to the biggest energy shift of our lifetime, all at a price near its lows. The market is pricing in the delays. It is not pricing in what happens when the first power purchase agreement gets signed.
Finally, disruptiveness. Traditional nuclear plants are famous for blowing past budgets and taking a decade or more to build. NuScale flips that model on its head. Instead of constructing a giant plant on site, it builds smaller reactor modules in a factory and ships them out. If that works at scale, it changes the economics of nuclear power forever, and it challenges natural gas as the default answer for reliable electricity.