The analyst is bullish on nuclear energy stocks as a long-term infrastructure play supporting AI power needs, highlighting several specific companies in the nuclear sector to watch.
AI data centers require massive, reliable, carbon-free power; nuclear energy is the only scalable 24/7 solution. Major tech companies are signing nuclear power purchase agreements, indicating strong future demand.
AI runs on power. Nuclear delivers it. Everyone’s chasing the AI trade — but the real bottleneck isn’t chips. It’s energy. Data centers are power-hungry monsters and the grid can’t keep up. Nuclear is the only 24/7 carbon-free solution that scales. Here’s the full nuclear stack worth watching: $OKLO — Next-gen microreactor play. Sam Altman backed. Long runway. $SMR — Small modular reactors. The future of distributed nuclear power. $CCJ — The world’s largest uranium producer. You need fuel to run the reactors. $CEG — Largest nuclear fleet operator in the US. Already contracted with hyperscalers. $NNE — Early stage, high risk, massive upside if SMR thesis plays out. $LTBR — Fuel technology innovator. Under the radar, high torque. $LEU — Enriched uranium supply chain. Strategic asset as US moves away from Russian supply. The AI energy thesis isn’t speculative anymore — Microsoft, Google, and Amazon are all signing nuclear PPAs. The hyperscalers are telling you exactly where power demand is going. This isn’t a short-term trade. This is infrastructure for the next 30 years. Not financial advice.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +8.2% | +6.4% |
| 1 week | +10.6% | +10.3% |
| 1 month | -22.3% | -23.3% |
| 3 months | — | — |
| 6 months | — | — |