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    Is Nuclear energy stocks finally getting more attention?

    honestly it's kind of wild how nuclear went from being this thing nobody wanted to touch for like a decade to suddenly everyone ayre talking about it again. and the reason isn't even some big policy shift or environmental awakening, i think AI is eating insane amounts of power and data centers keep multiplying. feels like the demand side finally caught up to what the bulls have been saying for years

    anyway i've been going down a rabbit hole on nuclear stocks lately and curious what other people here are actually watching or holding. like there's so many ways to play this thing. you got the uranium miners which feel more like a commodity bet, then reactor companies and the whole small modular reactor space which is more speculative but potentially huge if the tech actually gets built out at scale, and then on the other end you have utilities that already operate nuclear plants which are way more boring but at least they're printing cash right now from power purchase agreements

    i personally think the smr angle is interesting but it's still years away from being a real revenue story for most of these companies so the risk is pretty different depending on which part of the chain you're looking at

    also what gets me is we might genuinely still be early here. if you believe data center buildout keeps accelerating over the next five or ten years the grid math just doesn't work without something like nuclear filling the gap. renewables alone aren't going to cut it for baseload power at that scale. so yeah curious where people are putting their money or at least their attention in this space

    Is Nuclear energy stocks finally getting more attention?
    byu/HealthyRope573 instocks



    Posted by HealthyRope573

    8 Comments

    3. helloWorldcamelCase on

      There should be distinction between “too early” and “early enough”. Going by Druck rules, buying 2030 story in 2026 is a bit too early.

      Sure this dumb bull market can pump a story to the moon just fine, but I’d rather show up in 2nd inning.

    5. Low-Cartographer-429 on

      LEU seems to be a good potential choice for small modular reactors because they repurpose spent nuclear fuel. BWXT because they’re one of the few manufacturers licensed to supply parts for small modular reactors and already make money from selling reactors to the US Navy. Maybe OKLO (META has pre-purchasing power from them which is a vote of confidence) and XE (Amazon owns 25%).

      Thinking even further ahead, I wonder if we should be investing in chip startups that aim to use significantly less power than the current generation. Evidently 90% of the power AI chips use is wasted on transferring bits in and out of memory. I’ve got to wonder if chips will evolve to need significantly less power, making the “Nuclear AI” thesis fall apart over time.

      With “smr” stocks, it’s awfully early though as some have pointed out. Could be good for Swing Trading.

    6. AlexDMI_etoro on

      AI needs a lots of power, imagine power needs when AI will meet Quantum technologies. Nuclear is only solution

    7. sunday_sassassin on

      You’re right that “nuclear stocks” encompass some very different investment thesis and should not be lumped together indiscriminantly. Personally I’m all in on uranium (miners and physical funds) due to the existing supply deficit that has no clear solution unless prices get much, much higher to where recycling or speculative technology like sea water extraction become broadly economical. Miners are high risk because they’re all struggling to produce to expectations (which furthers the supply deficit) due to floods, droughts, bridge collapses, damage to Russia’s rail network, military coups, fires, contaminated drinking water, and/or just good old fashioned mismanagement.

      On the other hand reactor designing/building doesn’t interest me at all. There’s so many companies competing for limited orders, which usually means a race to the bottom for prices even if their technology is the best of the bunch. SMRs are a hyped up narrative that IMO you’re two years too late to be “early” for. Massive success is priced in to the flashy well-known names. Growth of new nuclear will (is already) be led by large reactor builds. And Westinghouse went bankrupt last time they were tasked with building units in the US.

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