Uranium has a second window of opportunity because the Iran war showed energy-importing countries they must control their own power. The Hormuz crisis spiked energy prices worldwide, and Korea, Taiwan and even Germany are moving back to nuclear, which runs 24/7 with zero carbon and stores years of national power in a small space. After Fukushima, uranium fell to $16 a pound against roughly $40 production costs. Rick Rule says the war opened a new window, and the stocks have not caught up. x.com  … Show more

Uranium is a conviction trade, so short-term price action should be ignored. Demand for new nuclear power keeps building: per @quakes99, Amazon signed a $3B, 20-year power purchase agreement with Constellation Energy that adds 190 MW of new nuclear generation at Calvert Cliffs in Maryland. x.com 

Anyone bullish on energy and compute can't be bearish on nuclear, especially small modular reactors and microreactors that fix large reactors' high capex, long builds and inflexibility. The volatile, still-early sector merits a stake through 2030. Regulation limits traction, but New Jersey is pushing new nuclear and New York's governor appears to have shifted. NuScale has a rare NRC SMR design approval, $1.2B liquidity and a potential TVA deal with ENTRA1; Oklo and Nano Nuclear are pure plays. … Show more

Terrestrial Energy is overlooked next to Oklo, NuScale and X-energy and is primed to squeeze. About 8.2 million shares are short against a 28 million tradeable float, roughly 30% short interest, because it is lumped into nuclear baskets and shorted to death. Its enterprise value is only $574 million while it works through DoE SMR milestones like the other major nuclear names. It has no shelf and no ATM, so it cannot keep issuing stock, and it will go nuclear whenever people whisper "nuclear". … Show more

Oklo's new $1 billion at-the-market offering, reported by @StockSavvyShay, is a reminder that a nuclear reactor takes 10-15 years and a lot of capital to build. Investors may not be ready for that ride. x.com 

Nuclear stocks could create generational wealth for early investors, with six names covering different parts of the build-out. Vistra sells existing nuclear power, including 1,200 MW to AWS from Comanche Peak for 20 years. Oklo's small reactors run on spent fuel. Cameco sells uranium and owns 49% of Westinghouse. BWX Technologies is among the few firms cleared to build nuclear parts. NuScale holds the first US SMR design approval yet trades under $9. Centrus has a $3 billion enrichment backlog. … Show more

Uranium and its fuel supply chain look preferable to SMR developers because fuel demand continues throughout a reactor's operating life, while an SMR is largely a one-off build. Reliable fuel supply can be hard to secure, giving suppliers a strong position; SMR hardware carries manufacturing execution risk and thin margins. x.com 

Battery and solar stocks like T1 Energy, FuelCell Energy, Fluence, Ford, Nextracker and First Solar are a short-term trade on unusual technical strength and large call option flows. The cause is unclear; the guess is that investors expect an energy shift away from oil and gas after the Iran war, with solar and batteries the most viable options and nuclear seen as a costly 2030s dream. Per Chris Wright's interview, the Trump administration is unblocking nuclear rules, so nuclear is tradable too. … Show more

Terrestrial Energy and NuScale Power are the favorite speculative picks in the market because nuclear is one of the few realistic ways to meet power demand from AI and data centers at scale. Both are volatile, high-risk names, which is exactly why the upside is asymmetric if nuclear develops as expected over the coming years. On risk/reward today, nuclear ranks ahead of solar as a long-duration theme. x.com  x.com 

Uranium's shortage is only going to get worse in the coming years, making it one of the most interesting investment trends for the next few years. An AI system flagged the trend and identified three public companies set to benefit. x.com