Nuclear Stocks Are Heating Up. Here's Why.

Nuclear energy stocks have been heating up after Microsoft inked a deal with Constellation Energy to purchase energy from their Three Mile Island nuclear plant to help power their data centers. Why would they do this? Nuclear energy is far from cost competitive, unless the plant is already built. After the news, Constellation and other nuclear stocks all jumped in tandem, leading us to believe there is some hype going on. Should you buy any of these hot nuclear energy stocks? That's up to you. But today we'll explore the nuclear energy thesis and see if any of these trending stocks look appealing to us.

RESEARCH PIECES USED IN THIS VIDEO:
1. How to Invest in the Best Uranium Mining Stocks
2. NuScale Power Stock for Investing in Nuclear Energy
3. Molten Salt Reactors Leading Advanced Nuclear Technology

CHAPTERS:
00:00 Intro
00:20 Microsoft's nuclear investment
01:15 About Constellation Energy
04:27 Constellation vs other clean energy stocks
06:18 Nuclear hype
07:59 BWX and NuScale stocks
10:16 Oklo stock
10:40 Nano Nuclear stock
11:31 The nuclear energy thesis

ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.

DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.

#uranium
#uraniumstocks
#nuclearstocks
#nuclearenergy
$CEG

[Nanalyze]

Subscribe to this channel NOW for more radioactive content on tech investing.☢️

[riffsoffov]

@Nanalyze I love how you call out BS. There's no point in shouting at adverts so you're my pressure relief valve.

[ElliotSandberg]

Solid backdrop for a finance video. Great content as usual!

[mk-kijc]

Fuck me, another genius mind, one far greater than my own, brought to its knees by the word nuclear.. 😂

[GMThePeople]

SMR, OKLO & NNE: a saucy l'il "Nukular Triad" indeed. Someone ought to smooth some of the rough edges off of those wild relative value swings.

[mutantryeff]

Given each high-end NVIDIA DGX GB200 NVL72 uses over 120kW. ~8 of these will consume 1MW. That alone will burst the bubble of using AI without SMRs. They actually opted for 2 miles of copper cabling instead of optics to lower the system's power draw by 20kW. Unit 1 at Three Mile Island will provide 819MW, or enough power to run ~6, 800 DGX GB200 NVL72 units. Oracle plans to use three SMRs to power a 1GW AI data center.

[ChrisGreenawalt-zrkd]

I appreciate your analysis. I'm curious what your thoughts are on Centrus (LEU)?

[adamhanninen]

Thanks Joe! As a theme nuclear is good for another 200 years, I like small modular units but it’s too early to see a leader

[mAny_oThERSs]

Short answer: AI servers

The only thing I'm worried about in nuclear companies is when the first smaller companies achieve commercially viable nuclear fusion and the big nuclear companies won't be able to adapt to the new technology in time or in the way smaller ones would be able to.

[jaqueitch]

A MUCH safer way to play Nukes is $BN. They support the infrastructure and land needed for nuclear deployment. They have an actual strategy for supporting the outlay of nukes. I do not own this yet, but it is a fantastic company, overall.

[azulsimmons]

I been looking at NNE stock that is pre-revenue. It is being run up on hot air right now. Pretty crazy. These traders run things up when they get any sector looking like the next big thing.

[factotums]

It's funny, and kind of depressing, that fusion is always five years away. It's like completing the Sagrada Familia. I used to follow this international effort called ITER that had some 20 countries working together to build a fusion reactor. Looking into it now, Wikipedia describes it as 'the most expensive science experiment and complicated engineering project in human history' beating out the Large Hadron Collider and International Space Station, so apparently it's still going.

So I'll have to read your piece on fusion and molten salt reactors, and SMRs, because I know, or I have heard, China has been working on those and thorium based reactors which could be used internationally without the risk of uranium enrichment.

Speaking of decommissioned nuclear reactors, I know of two just near where I live on the shores of Lake Michigan, which seems like a stupid place to build a reactor because if anything went wrong you would contaminate the world's largest body of fresh water. That aside, I'm a fan of nuclear energy.

[adshah]

SMR technology is very expensive in per unit cost basis. Fusion is very difficult to achieve. Being in the industry myself, SMR is very expensive in my opinion. However, if the cost can come down it's one of the most compact form of energy which can be achieved. Being an asset heavy business, the operating leverage in this business is high.

[sridhar]

I have recently purchased 30 shares of BWXT stock at 100 dollars is it worth holding them or exit right now

[soundslight]

"Radioactive Return" says it all 👍

[tickertutor]

$NNE is an absolute dumpster fire. None of exec mgmt works for the company on an official basis. They’re all independent contractors. ???

[loopdigga]

It's not renewable if there's a finite amount of uranium. It's green energy for sure, though.

[sahasra]

Have you heard of MIR? May be their demand will increase as they are into radiation

[Gettin_chunky]

Nuke-u- lure 😂😂😂 the word is nuclear. Why do so many people have such a hard time saying this word

[feralNYC]

Sam Altman and Huang Jensen had a meeting with the White House about Nuclear Energy to power AI. Sam Altman is the Chairperson of OKLO- Nuclear Fission. Jensen likes to give Sam Altman money. OKLO may be the future of Nuclear Energy. Just a hunch.