EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED
Hello everyone! Today i want to share some trading ideas with you!
1.
EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED
• Upstream you have the uranium miners & fuel processors like $Cameco(CCJ)$ , $Energy Fuels(UUUU)$ & $Centrus(LEU)$ that feed the entire system.
• Midstream you have the reactor & SMR builders like $NuScale Power(SMR)$ , $Oklo Inc.(OKLO)$ , $BWX Technologies Inc(BWXT)$ & $NANO Nuclear Energy Inc(NNE)$ turning that fuel into deployable nuclear capacity.
• Downstream you have the utilities like $NextEra(NEE)$ , $Vistra Energy Corp.(VST)$ , $Talen(TLN)$ & $Constellation Energy Corp(CEG)$ that convert that capacity into actual grid power.
The whole stack moves as one now because power is becoming the bottleneck for the entire AI economy since if utilities can’t deliver the megawatts required then the new data centers won’t reach full utilization.
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2.
$Alphabet(GOOG)$ Gemini is starting to win engagement.
The AI economy will be shaped by who can hold user attention long enough to turn AI usage into everyday habit because that is what ultimately drives monetization.
Higher minutes per visit indicate Gemini is building more sustained interaction loops which raises the probability that users default to Google’s model across Search, Workspace, Android & the broader ecosystem.
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