Finance
Nuclear Energy Stocks: Why Data Centers May Spark a Uranium & SMR Supercycle
Date: 2025-06-15 13:00:51
Data-hungry AI data centers are on track to double U.S. electricity demand, and that surge is lighting a fire under nuclear energy stocks. In this episode, Matt Weinschenk explains why the Pentagon’s new micro-reactor contract, skyrocketing uranium prices, and fast-tracking of SMR (small modular reactor) permits could kick off a once-in-a-generation uranium & SMR supercycle.
Inside, you’ll learn:
– How Oklo’s (OKLO) truck-sized SMR landed a Defense Logistics Agency deal and what it means for other next-gen reactor developers.
– The link between AI’s exploding power needs and a looming shortfall in zero-carbon baseload supply.
– Three ways to invest: established utilities such as Constellation Energy (CEG), pure-play SMR innovators, and leveraged bets on uranium miners & ETFs.
– Key catalysts: Trump’s nuclear-friendly executive orders, global uranium supply constraints, and the accelerating “sell America, buy nuclear” trade, which could keep the rally alive.
Whether you’re tracking AI infrastructure spending, hunting for the next clean-energy breakout, or looking for a hedge against fossil-fuel volatility, this deep dive shows how nuclear could power portfolios for the next decade.
Is Nuclear Microreactor Company Oklo (OKLO) a Buy in 2025?
Read here: https://stansberryresearch.com/stock-market-trends/is-nuclear-microreactor-company-oklo-oklo-a-buy-in-2025
Oklo (OKLO) Gets Good News on Plans to Build a Nuclear Microreactor for the U.S. Air Force
Read here: https://stansberryresearch.com/stock-market-trends/oklo-oklo-gets-good-news-on-plans-to-build-a-nuclear-microreactor-for-the-u-s-air-force
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Chapters
0:00 – Intro & Why Nuclear Is Back on the Radar
0:43 – Oklo’s Tiny Reactor Lands Pentagon Deal
01:35 – What a 75 MW SMR Can Do for an Arctic Air-Force Base
02:04 – From Villain to Hero: Nuclear’s Image Flip
02:55 – AI’s Power Hunger – and the 1.5 Tn-Dollar Grid Upgrade
03:57 – Three Ways to Invest in the Nuclear Comeback
04:06 • Utility Leader: Constellation Energy (CEG)
04:54 • SMR Innovators: Oklo & Peers
05:32 • Uranium Supply: Miners & ETFs
05:53 – Did You Miss the Run-Up? Why There’s Still Upside
06:29 – Policy Tailwinds: Public Opinion, Permits, and Capital
07:23 – Risks: Hot Valuations, AI Hype, and Tax-Bill Hurdles
07:49 – Key Takeaways & Where to Get Our Free Nuclear Research
