
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. Follow so you don't miss it.

























