Nuclear Energy Stocks About to EXPLODE for the AI Boom

Big tech and AI companies are betting big on nuclear energy to power AI data centers, so how can investors make money on the trend? In this video, Travis Hoium shows investors where they can find the best nuclear energy stocks. 

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A portion of this video is sponsored by The Motley Fool.

00:00 Nuclear Energy Revival
00:55 Details of the Microsoft-Constellation Energy Deal
02:29 Understanding the PJM Grid and Energy Offsets
05:00 Investment Opportunities in Nuclear Energy
07:42 Future Prospects and Market Caution

[BarbaraMarkss]

Investing in stocks is planting a tree for your future; with patience, it will bear fruit."

[Startrance]

Probably like 2027-2028 before we see Nuclear Energy companies starting to feel the increase in revenue.

[sheldonsnow]

wind and solar are not base load energy. These massive companies needs consistent power.

[peterpalumbo]

I am a firm believer in nuclear energy and fusion power, the sooner the better.

[benjamindavidson]

Nuclear energy is definitely an exciting sector with massive potential, especially with AI and tech accelerating innovation. I’m diversifying into renewable and nuclear stocks while also watching Bitcoin’s rise—it seems like a hedge against the uncertainty of traditional markets. Fingers crossed these investments pay off long-term!

[shubhendusenroy]

Thanks for the timely video.
Vistara (VST) has turned out to be the highest returning stock for 2024 so far!

[B-H]

You will get much more leverage investing in the individual stocks. The companies in URNM are the best companies

[spacetimemalleable]

Solar and wind sounds good BUT they are INTERMITTENT and Unreliable. AI data centers require 24x7x365. Solar and wind depends on the weather. Unless you can control the weather, good luck. Look at your chief competitor in the Far East, China. They have been building and investing in nuclear reactors for some time and are at least 10-15 years AHEAD of the U.S. There are 6 different 4th Gen reactors declared by the Gen 4 International Forum. China is building ALL 6 types. They have realized long ago that the country that dominates energy and technology will be The Superpower.

[dougstephenson]

What about BWXT?? Don't they already build, operate & maintain small modular nuclear reactors for the military to power submarines & aircraft carriers?? Seems like they have the technology and long term safety record to produce these SMR's now.

[StockDylan]

Do you see Vertiv being a “hot” (cooling!) player in this game

[manimohajerin]

Question for you...

Ok, it is true that it will take some years for these Nuclear plants become operation.
But, the question is, what about the exploration and mining companies? Eventhough it will take some years for them to produce Uraniumz but don't they generate revenue from the ongoing projects, throughout the years before production comes?
Somebody will have to pay them, for them to start on these Projects. No?

[StockDylan]

Is a company like Vertiv going to be the one to cool this energy???

[LB_IndAssociate]

You mentioned wind & solar a few times, but neglected to mention natural gas! Why is that?

[ymymym]

i was holding URA etf expecting this to happen at some point + technology advancements like SMRs and fusions in a long term (and more advanced safty measurement in the exsisting technology) 🎉

[BlueFire]

now im a person that thinks there is no such thing as pure net zero but the thing is what i do believe is we can do better and clean up alot of things but some of these things we do not currently have the technology to do that take for example airplanes we do not currently have the technology to replace current day jet engines maybe in some countries for short range trips like from one part of a country to another idk how it works in US though ur country is massive but either way we still dont have advanced enough technology for any viable solutions there.

when it comes to shipping we most deff have the technology to do it but we dont cause we rather waste millions on inferior technology cause wasting a shitt ton of money is great and it also gives politicians more time to scream and yell about how we are all about to go meet god if we dont buy electric cars the only viable clean technology there is nuclear there is no other and im not gonna pretend that nuclear is the holy grail or perfect but what it does and allow us to do is make massive container ship which can carry more containers which is more efficient and it wont produce and co2 unlike current day ones and the absolute main reason we dont is cause no company want to actually pay for a nuclear reactor in them but more than happy to waste money on inferior technology (gotta love stupidity and greed and corporations sometimes) the second problem corporations dont care about is the fact we have to rely on corporations to not skimp on security and ppl and materials which honestly u have a bigger chance of winning the lottery that none of the big corporations wont atleast try and pull that shitt at some point but if done correctly its the greatest form of propulsion we have when it comes to maritime atleast and can be perfectly safe if done correctly i mean the US navy has had nuclear aircraft carriers and submarines since the 60s or 70s soo it can deff work

when it comes to energy production again nuclear isnt perfect it has its issue but for a main source of clean energy its the best we have and we there are several types of reactors that are quite abit safer and better and minimizes the weaknesses with nuclear atm but since ppl are terrified of it we havent spent alot of money in developing nuclear which is now kinda biting us in the ass, so in my opinion the smartest would be for clean energy that is main nuclear and have solar and wind and hydro to as a decent contribution but we cannot have wind and solar and hydro as the main source of energy its not good enough and never will be. im not a communist and i will never advocate for a country to try communism out but in this case im really happy china is building a nuclear powered container ship and if a company is state owned the chances of it skimping on safety and materials and the right ppl is significantly less than privately owned and im praying that they will build many more cause the world needs it

so in my opinion the smartest thing we can do if we dont wanna rely on coal and natural gas then nuclear is our only option and i understand the arguments against it but 1 its an emotional argument and 2 we dont have anything else and 3 newer reactor technology will increase the safety and all that and ive even heard of a theory about using old nuclear waste as a source of fuel which decreases the radioactive life span of it and also gives us power but idk how thats progressing. i live in reality and reality says that we cant live and survive on the hopes and dreams of politians or elon musk for example, i mean if tech companys can get theyr head out of theyr ass enough to realise that wind and solar wont be enough to support ai and the ever increasing demand for power that should tell u everything.

electric cars well honestly thats gonna take couple of decades and thats assuming that we had our shitt together when it came to power generation today and we most deff do not and soo electric cars is a very very long time away to fully replace combustion engine so in my opinion the best we can do there is come up with a new type of combustion engine ive heard a type of rotary engine can do the job but lack of funding from car companys will make that engine unrealistic unless they change course altough i wont hold my breath cause thats relying on ppl making smart choices and in my experience that dont happen atleast its extremely rare.

basically what im trying to say is im not against cleaning up industrys but it had to be done naturally and in a way that woudlnt screw over normal ppl but we didnt do that cause again that would be smart no we rushed it and we either have to revert course and start from scratch more or less plan this carefully and smart slowly replace coal and natural gas with nuclear and dont tear up already existing solar and wind unless we have to but go back to nuclear. im probably gonna catch some heat for this but honestly the reality of our technology doesnt change just because some ppl dont like it.

[Riggsnic_co]

Putting well-earned money into the stock market can be over emphasized for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me? I'm nearly 60.

[yott]

Peninsula Energy about to restart production in the next few weeks. Great timing for 2025 Uranium bull market!

[alvarosalazar]

In my experience (17 years investing and trading) playing tech-driven themes with underlying commodities (copper, lithium, silver etc) is not a good idea, commodites tend to move in cycles of boom and bust in a multidecade range. I prefer to play this with companies that generate earnings. Best of luck.

[Fliki_JK]

Constellation Energy (CEG) A major player in the nuclear energy sector, with a significant portfolio of nuclear power plants

[SilentFoster]

I don't care what Ben Affleck says about nuclear energy