Nuclear Power Renaissance: Why Cameco and Centrus Energy Could Be the Winners of the AI Boom!
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I am closely monitoring the development of Cameco (CCJ) and Centrus Energy (LEU) . Cameco - The Canadian uranium producer is facing a historic opportunity: The exploding demand for data centers for AI applications is driving electricity needs exponentially higher. With the new Trump administration and Energy Secretary Chris Wright pushing for a nuclear power renaissance, I see optimal conditions for the company to benefit from the US-driven nuclear trend. China is already producing more than 10,000 terawatt-hours annually and dominates global...
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