Amin Harirchian @aharirchian: "🔋 Nuclear Power & AI 3..."

Sweden

🔋 Nuclear Power & AI 3 Stocks on My Watchlist Over the past 2 years, everyone has been talking about AI models, GPU demand, and data-center expansion. But the real bottleneck isn’t chips anymore, it’s 𝐩𝐨𝐰𝐞𝐫. Data centers consume huge amounts of electricity, and the next wave of AI (training + inference + cloud services) will demand more stable energy than the grid can supply. That is why I’m looking at companies building the energy infrastructure for the AI era. Not “AI stocks” like $NVDA (NVIDIA Corporation) or $META (Meta Platforms Inc) , but the energy providers that will power them. The next winners may not be software or chips, but the companies that deliver clean, reliable electricity at scale. Here are three names on my radar: But before I introduce these stocks and share my analysis, I want to be transparent: 👉 I’m not holding any of them right now, but I secured a strong profit at the end of summer by closing my position in $OKLO (Oklo Inc) . The stock continued to rise even after I exited, which taught me the importance of having exposure to innovative names like these early in the cycle. It also showed me how much room is still left for long-term growth in this space. These are now back on my watchlist with a fresh perspective: 🔥 1) $OKLO Oklo is building small modular nuclear reactors designed to sit directly next to data centers, creating a dedicated energy source without relying on the grid. Their “Aurora” microreactor is planned for deployment around 2027 and they are progressing through the U.S. licensing process. Oklo was also chosen for the Department of Energy Reactor Pilot Program, aiming to demonstrate test reactors before mid-2026. ☑️Partnerships with Equinix and Vertiv show real interest from the data-center side. ☑️Potential: extremely high if successful ☑️Risk: pre-revenue, regulatory dependency, high volatility ☑️This is a “moonshot” play for the next energy cycle, not a safe compounder ⚡ 2) $NNE (Nano Nuclear Energy Inc) (High risk, High reward) Nano Nuclear is even earlier stage than Oklo. The company is building portable and stationary nuclear microreactors, including a shipping-container sized reactor called ZEUS, designed for remote power supply (military sites, research bases, extreme environments). Nano also aims to produce its own nuclear fuel, making the company vertically integrated. ☑️Potential: unique niche if mobile reactors become viable ☑️Risk: no revenue, long timeline, major technical and regulatory hurdles ☑️Suitable only as a small speculative position 💼 3) $CEG (Constellation Energy Corp) (Blue Chip) Constellation is already operating at scale. It runs the largest nuclear fleet in the United States and is directly benefiting from tight power markets, especially in regions full of AI-heavy data centers. Earnings are growing: Q3 adjusted EPS increased to $3.04 from $2.74 last year. The stock is up strongly this year and trades at a premium valuation (P/E > 40), but unlike Oklo or Nano, Constellation is profitable today and has real cash flow. ☑️Potential: realistic growth with less execution risk ☑️Risk: valuation already prices in optimism ☑️This is the “blue-chip” nuclear option 🧭 Which One Looks Best? In my view, Oklo has the highest upside idea if it works. Revolutionary concept, direct AI energy supply, but long and risky path. Constellation has the most balanced risk/reward. Real earnings today, proven tech, positioned in the right regions. On the other hand, Nano Nuclear has an interesting concept, but extremely early stage. 🎯If I had to choose one core long-term investment now, it would be Constellation, with a small satellite position in Oklo for asymmetric upside. But as I said I have all 3 in my radar and will find which entry will be most interesting. AI is shaping the future of technology, but the next wave of investing will be in the infrastructure that enables it: electricity, grids, nuclear innovation, and energy security. Europe, the U.S., and Asia are all moving toward nuclear solutions to avoid power shortages and support digital growth. Check my article about $ORRON.ST (Orron Energy AB) which is up over 40% since I have written about them and the importance of energy in the very soon future. This is why I’m looking beyond “popular AI names” and focusing on the energy backbone that must grow first. ✔️ If crypto, AI, and automation continue accelerating, energy will become the most valuable commodity of this decade and nuclear could play a decisive role. BR/ A.H

6 Mentioned Show all

NVDA

NVIDIA Corporation

META

Meta Platforms Inc

OKLO

Oklo Inc

NNE

Nano Nuclear Energy Inc

CEG

Constellation Energy Corp

ORRON.ST

Orron Energy AB