US Stock

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https://x.com/danielnewmanUV/status/1952814559225577573

U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028

And with great power comes great volumes of AI Chips from $NVDA $AVGO $AMD and $MRVL.

In terms of energy and grid…

Bullish for next-gen nuclear & grid plays:
• $CCJ uranium supply
• $CEG carbon-free baseload
• $VRT power & cooling
• $EOSE long-duration storage
• $OKLO micro-nuclear at the edge
• $NNE renewable grid buildout

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https://x.com/Speculator_io/status/1882138965790318835

A List of Nuclear Stocks UPDATED:

Small Modular & Micro Reactors
$SMR NuScale
$OKLO Oklo
$NNE NANO Nuclear
$RR.L Rolls Royce
$GEV GE Vernova
$BWXT BWX Technologies

Services and Equipment
$CW Curtiss-Wright
$MIR Mirion Technologies
$LEU Centrus Energy
$BEPC Brookfield Renewables (CN)
$BWXT BWX Technologies
$GEV GE Vernova
$ATRL AtkinsRealis (CN)
$ARE Aecon (CN)
$SLX Silex Systems (AU)

Nuclear Fuel Technology
$LTBR Lightbridge

Nuclear Bitcoin Miners
$IREN Iris Energy
$CORZ Core Scientific

Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group

Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$PDN Paladin Energy (AU)
$BOE Boss Energy (AU)
$EFR Energy Fuels (CN)
$EU enCore Energy (CN)
$URE Ur-Energy (CN)
$PEN Peninsula Energy (AU)
$KAP Kazatomprom (KZ)

Uranium Enrichers
$ASPI ASP Isotopes
$LEU Centrus Energy

Developers
$UUUU Energy Fuels
$NXE NextGen Energy (CN)
$DML Denison Mines (CN)
$ISO Iso Energy (CN)
$LAM Lamamide Resources (CN)

Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF

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https://x.com/Speculator_io/status/1952510142374687089

A List of Al Infrastructure Stocks:

https://fullstackinvestor.co/themes/ai-infrastructure

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The leading sectors right now:

Energy: $GEV $NRG $TLN $CEG $VST $BE
Nuclear: $LEU $OKLO $BWXT $UEC
Semis: $NVDA $AVGO $TSM $AMD $STX $CDNS
Networking: $CRDO $CLS $ALAB $AMSC $NVTS $ANET
Data Centers: $ORCL $NBIS $VRT $SMCI
Hyperscalers: $MSFT $META $GOOGL
Software: $PLTR $APPF
FinTech: $HOOD $IBKR $TOST $SEZL $PGY
Consumer: $DASH $CVNA
Cybersecurity: $RBRK $NET
Space: $RKLB $ASTS
Rare Earths: $MP $TMC
Health: $HIMS INSM ALNY
Aerospace: $RTX $GE $CW $KTOS
Data: $RDDT

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https://x.com/Speculator_io/status/1950664621586813437

Some of the biggest earnings beats have come from AI:

Hyperscalers: $META $MSFT $GOOGL
Networking: $CLS $RMBS $VRT
Datacenters: $APLD
Energy: $GEV
Semis: $CDNS $TSM $WDC
Cloud: $VRNS $NOW

Focus on the leaders, not the losers.