Jensen Huang just called nuclear energy "wonderful" for AI.
The market rewarded companies that build AI.
The next wave of wealth? Companies that power it.
Stocks to watch:
$CEG - nuclear operator, PPAs with Microsoft & Meta
$GEV - grid infra for AI data centers
$SMR - only NRC-certified small modular reactor
$OKLO - Sam Altman-backed micro-reactors
$CCJ - world's top uranium miner
Every time Jensen talks, I break it down here.
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