Nuclear Renaissance: The Underrated Investment Opportunity in the Shadow of the AI Boom!
The AI boom is creating an unprecedented hunger for energy that only nuclear power can satisfy as a CO2-free, reliable energy source – a megatrend that will drive Constellation Energy, BWX Technologies, and Quanta Services for years to come!
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I am convinced: Nuclear energy is poised for a spectacular comeback: The exploding electricity demand from AI data centers creates a perfect storm for nuclear stocks in the long term. One of my top favorites for the watchlist remains Constellation Energy, which, as the largest US nuclear power operator, is making the right moves with the timely Calpine acquisition and gaining direct access to the tech hotspots of Texas and California. BWX Technologies also impresses me with its strategic commitment to uranium enrichment – a crucial building...
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