Anyone investing in nuclear energy stocks? It's pretty obvious the US and other industrialized nations are going to have to rely on nuclear to power their data centers and electronics. just recently the military has adopted mini-reactors in place of diesel generators.
We need the boomers and their cold war era nukephobia to die first
Don't think it's a good investment, smrs kinda whack atm. Should theoretically be a good one but practically there's better stuff.
>>61131181Siberia is thawing with its vast methan resources. Gas is the future.
>>61131181Most of the publicly traded nuclear reactor companies are investor bait scams
>>61131181The US doesn't even have the workforce to ramp up fast enough, there's a hard cap to how quickly the industry can grow. We haven't built new reactors in decades and have to start training up a new generation of nuke engineers from scratch.
>>61131270And which one's aren't? With the amount of data centers being built there seems no other reasonable means of powering it all, California already experiences brownouts from all the energy being siphoned from the grid to keep their data centers operational.
>>61131181Last week when everything dumped, Nuclear tech and engineering stocks were pumping. That's usually indicative of the next 10xSo much untouched potential, and it's also clearly going to be a very profitable and lucrative sector. It's not even that, there is NO ALTERNATIVE. We need nuclear energy, or we can't do AI/quantum computing/support more than 7b people.It's obviously going to tear up this year, and this white house admin is very fond of nuclear tech in general. NLR/URNM are the safest ETFs ATM.
>>61131333HELION is doing fusion and has been getting funding from Windows and openAI so I'd look at those. But with regulations and how long they take to build it'd only start being operational in 10-15 yrs.
>>61131181any interesting energy stocks to look up?
>>61131322Ones that aren't directly publicly traded. E.g. TerraPower, Kairos, X-energy, Westinghouse, and GE Hitachi seem like the least scammy ones>no other reasonable means of powering it alMore gas? Retain and reactivate coal plants? Nuclear reactors in the US have a lead time of 15 years from contract signing to commercial operation (see Vogtle 3).Small reactors don't make sense except for a few narrow niche applications. "SMRs" is mostly a marketing slogan to distance yourself from expensive boondoggles and bait investors."4th gen" and "advanced nuclear" are also mostly marketing slogans. Reactor designs that have little operational experience will inevitably have low capacity factors. It wasn't until the 1980s that the US lightwater reactors attained a decent capacity factor.
>>61131181Just own an energy mutual fund. Even if it's only 2% nuclear energy. If nuclear becomes the future, those funds will adjust themselves
>>61131181I'm going into Uranium, any other recommendations? I don't know this kind of industry
>>61131452>"SMRs" is mostly a marketing slogan>"4th gen" and "advanced nuclear" are also mostly marketing slogansWe just need to look at the Russians and Chinese, who already have SMRs and 4th gens.The Russians have had sodium fast reactors since Soviet times, but they're not rushing to build more, because PWRs are cheaper. The Russians have had SMRs since years, but they're only for powering microgrids in Siberia that can't handle more power.The Chinese have high-temperature TRISO pebble-bed SMRs, but they openly admit that they're more expensive than PWRs and are mainly suitable for niche applications such as providing high temperature process steam to petrochemical industries. The Chinese are building PWR SMRs, but they do not pretend that they will be superior to large PWRs; they're intended for niche applications such as powering islands and providing district heating to medium-sized towns in the northeast for which large PWRs would be overkill.
>>61131181I'm not sure how much of a good investment it is. The problem isn't necessarily energy generation with nuclear. It's storing that energy when demand rises or falls over a short period of time. Reactors can't be easily spun up or spun down to control energy output, it's either all or nothing if I understand correctly. So it's battery technology that has to improve.
>>61131226Every boomer notion is imbecility. They are a hopelessly brainwashed generation. Their understanding of nuclear power was literally formed and shaped by movies (produced by big oil) like “The China Syndrome”. And there’s zero chance of taking sense to them as they’re all artificially rich from their raiding and plundering all pension funds, SSI, Medicare, the stock market…you name it. They’ve used their massive democratic advantage to literally rob all successive generations. And as with all rich people, they cannot be reasoned with because their wealth gives them a false sense of certainty, particularly about issues they know nothing about.
>>61131181which stocks specifically
>>61131181>Anyone investing in nuclear energy stocks?Hell yes. After this btc bullrun is conclusively over, nuclear will be my main focus along with AI. Fav stocks:UECOKLONNEThey run hot and are high right now. Nuclear is inevitable and there will be serious shortages in the future due to AI energy needs and as it takes a long time to get production going as well as geopolitical instability. Anons are strongly encouraged to study the sector.
>>61132810>>61131408hey bro have you heard of this niche little stock called OKLO, they might really take off soon
>>61131181I bought $1000 in some uranium mining stocks in Energy Fuels Inc (UUUU) a couple of weeks back for fun, I made $600 on it so far. Have a total of 66 shares. With all the rare earth manufacturing being avoided from Chinkna since Trump announced it they will go up heavily eventually once they get up and running. I would put in more but Im making a lot more off of the Western Lithium mining stocks like Critical Metal Corps (CRML) and Lithium Americas Corp (LAC). As long as we (Western countries) don't back down from the rare earth metals manufacturing and go back to sucking chink toes then these stocks will blow up eventually.
>>61131530Cameco is about the only really accessible uranium stock in the US market.
>>61132766They just have to insert control rods to slow down energy output. It's pretty easy to judge requirements year over year. >>61134836Uranium one of the most populous ones in earth. The trick is investing in everything else that nuclear reactors use.
Most nuclear stocks are severely overpriced now, best entry would be something like Rolls Royce because its profitable without the nuclear department or wait to see who wins the vattenfall contract (RR or GE Vernova) because once a company starts winning one of those there's a cascade effect. https://group.vattenfall.com/press-and-media/pressreleases/2025/vattenfall-moves-forward-with-nuclear-power-suppliers-ge-vernova-and-rolls-royce-smr-and-invites-to-a-qa-session
>>61131287Can you imagine that job though? Hey Jim, ya there was an accident down at the plant a small melt down we need you to work an extra shift to get this cleaned up. K thanks
I'm getting fucking rugged on UUUU in real time
>>61134745No. Little isn't much though, already doing so well for just taking off in 2024
You're correct and the way to play it is uranium miners.
We are gonna have fusion reactors next decade so why bother with nuclear
>>61136063SameSame. I could have made 10 grand off of it but I swapped to gold, made 3k then swung back into it at 26 dollars a share and went from 13k invested and now im down to 9k. I am holding because that amount of loss is my entire portfolio so I have to just hope it eventually goes back up.I got completely fucked also holy shit gookmoot fix your site
>>61135532>>61134836What in what time line do expect to have profit? When will your initial investment pay-itself?
>>61138404Well maybe, we can't know what kind of IA the Chinese military may has. But we are always 10 years of having fusion reactors, its been like that since I was a kid.
>>61139395Different anon but I think it’s going to be a quarter before it breaks 30 dollars a share. If you can hold and keep buying into it though in small increments, over the course of a few months you’ll see it moon.
>>61131181Rolls-Royce stock recently crashed because it turned out their nuclear reactors were a scam.
