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Explore Nuclear Energy Stocks: Why Data Centers May Spark a Uranium & SMR Supercycle with 8,626 views, 258 likes, and 16 comments. Experience the impact of this video content that has captured audience attention.

Data-hungry AI data centers are on track to double U.S. electricity demand, and that surge is lighting a fire under nuclear energy stocks. In this episode, Matt Weinschenk explains why the Pentagon’s new micro-reactor contract, skyrocketing uranium prices, and fast-tracking of SMR (small modular reactor) permits could kick off a once-in-a-generation uranium & SMR supercycle. Inside, you’ll learn: - How Oklo’s (OKLO) truck-sized SMR landed a Defense Logistics Agency deal and what it means for other next-gen reactor developers. - The link between AI’s exploding power needs and a looming shortfall in zero-carbon baseload supply. - Three ways to invest: established utilities such as Constellation Energy (CEG), pure-play SMR innovators, and leveraged bets on uranium miners & ETFs. - Key catalysts: Trump’s nuclear-friendly executive orders, global uranium supply constraints, and the accelerating “sell America, buy nuclear” trade, which could keep the rally alive. Whether you’re tracking AI infrastructure spending, hunting for the next clean-energy breakout, or looking for a hedge against fossil-fuel volatility, this deep dive shows how nuclear could power portfolios for the next decade. Is Nuclear Microreactor Company Oklo (OKLO) a Buy in 2025? Read here: https://stansberryresearch.com/stock-market-trends/is-nuclear-microreactor-company-oklo-oklo-a-buy-in-2025 Oklo (OKLO) Gets Good News on Plans to Build a Nuclear Microreactor for the U.S. Air Force Read here: https://stansberryresearch.com/stock-market-trends/oklo-oklo-gets-good-news-on-plans-to-build-a-nuclear-microreactor-for-the-u-s-air-force 👉 Sign up for free daily research here: https://stansberrydigest.com/. 👍 Hit Like, Subscribe, and Tap the Bell so you never miss our weekly market insights on energy, AI, and disruptive tech. Chapters 0:00 – Intro & Why Nuclear Is Back on the Radar 0:43 – Oklo’s Tiny Reactor Lands Pentagon Deal 01:35 – What a 75 MW SMR Can Do for an Arctic Air-Force Base 02:04 – From Villain to Hero: Nuclear’s Image Flip 02:55 – AI’s Power Hunger – and the 1.5 Tn-Dollar Grid Upgrade 03:57 – Three Ways to Invest in the Nuclear Comeback 04:06  • Utility Leader: Constellation Energy (CEG) 04:54  • SMR Innovators: Oklo & Peers 05:32  • Uranium Supply: Miners & ETFs 05:53 – Did You Miss the Run-Up? Why There’s Still Upside 06:29 – Policy Tailwinds: Public Opinion, Permits, and Capital 07:23 – Risks: Hot Valuations, AI Hype, and Tax-Bill Hurdles 07:49 – Key Takeaways & Where to Get Our Free Nuclear Research

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