All themes
Live theme · High novelty
Small Cap Nuclear
Uranium and SMR names dominating StockTwits leaderboards. Retail rotation from AI mega-caps into small-cap nuclear plays continues for the third consecutive session.
Retail Score
89
Velocity
+412%
Confidence
91%
Novelty
88
Discussion Summary
Auto-generated · updated 2 minutes ago
What changed today
OKLO mentions +512% w/w. New Reddit thread with 8.9k upvotes framing SMRs as the 'AI energy trade.'
Why it's being discussed
Narrative of AI power demand meeting a decade of underinvestment in baseload. Amazon and Meta PPAs with SMR operators being widely shared.
What to watch next
Uranium spot price and CCJ options flow. A break above prior highs would validate the retail narrative.
Attention Timeline · 24h
Source Breakdown
Reddit28%
X22%
StockTwits14%
YouTube12%
TikTok7%
Discord6%
Financial News7%
Forums4%
Sentiment Timeline · 7d
Mention Growth · 14d
Top Mentioned Tickers
NVDABullish
24,118
+42%
PLTRBullish
18,904
+118%
OKLOBullish
14,210
+512%
SMCIBullish
11,340
+238%
IONQMixed
8,991
+140%
TSLAMixed
27,441
-12%
Top Influencers
@ChartMasterFX
X · 1.2M
94
u/deepvaluealpha
Reddit · 84k
88
NuclearRenaissance
YouTube · 612k
86
@quantum_quant
X · 218k
79
@finance.baddie
TikTok · 980k
76
OptionsFlowDaily
StockTwits · 144k
74
Recent Catalysts
08:14SMR pilot approval headline circulated across three Reddit communities.
09:02Options flow tracker posted unusual weekly call activity on OKLO.
11:47Major YouTube creator (612k subs) published 22-minute deep dive.
14:20X thread from macro strategist framing uranium as 'AI energy trade' hit 2.4k reposts.
Historical Similar Events
| Date | Event | Outcome |
|---|---|---|
| Mar 2024 | SMR narrative wave | +38% basket move over 6 weeks |
| Sep 2023 | Uranium spot squeeze | +52% CCJ, sustained 4 months |
| Nov 2021 | Green nuclear rotation | +21% then reversed within 3 weeks |