This video discusses three nuclear energy stocks poised to benefit from a potential resurgence in the US nuclear energy sector, fueled by increased energy demands from the AI boom and a reported executive order from President Trump. The video analyzes each company's position, strategy, and potential for growth within this emerging market.
Constellation Energy Corporation (CEG): A well-established company with a strong existing nuclear fleet, high capacity factor, and favorable pricing. Its upcoming merger with Calpine expands its capacity and strategic assets, making it a major player in both regulated and deregulated markets. It is also collaborating with Microsoft on restarting the Three Mile Island nuclear plant.
New Scale Power Corporation (SMR): A company focused on cutting-edge small modular reactor (SMR) technology, designed for scalability, modularity, and low-cost deployment. It has already secured regulatory approval and government backing, with a sales pipeline of over 110 opportunities and partnerships with hyperscalers and global utilities. While pre-revenue, it has a clear path to profitability.
Oklo Inc (OKLO): A high-risk, high-reward company developing next-gen reactor technology, fuel recycling, and a vertically integrated nuclear business model. Its strategy extends beyond power generation to include off-grid data centers, defense applications, and radioisotope production. The company is targeting a large market and has early deals with major players. However, it is pre-revenue and faces significant hurdles.
