Which sector wins this year and why…..Energy and utilities due to AI energy consumption?
>>61839776Nuclear.
>>61839776> Energy equities tend to outperform in the late stage of the market cycle, especially during liquidity tightening, because they sit at the intersection of unavoidable real demand and monetary constraint. Unlike long-duration growth or discretionary sectors, energy generates continuous cash flow across transport, food, manufacturing, and defense regardless of economic slowdowns, giving it pricing power and low duration risk. As financial conditions tighten, capital rotates away from speculative AI and tech narratives—evidenced by recent ~15% drawdowns in major megacaps—toward asset-backed sectors with immediate revenue. With historical liquidity troughs often forming around April and October, conditions increasingly favor renewed capital allocation into energy.Conflict involving Iran amplifies this dynamic by simultaneously destroying supply and increasing demand, embedding a structural risk premium into oil markets. Wars consume oil, sanctions constrain Iranian output outside effective OPEC control, and supply-route risks elevate prices—translating directly into higher revenues and profits for energy majors.I believe Energy markets are under valued and I am not the only one, financial capital is making a pivot away from tech sector into a more defensive position that generates stable revenue which will have pressure on share demand.
When the AI trade got overcrowded I rotated into nuclear energy. Paid off massively.
>>61839776did bush fuck the ape and make harambe?
>>61839787So should I start stockpiling radium, plutonium, uranium, thorium, or should I prepare for something else more niche like neptunium or actinium?
>>61839776bullets
>>61841550
>>61841566Just focus on molten salt reactors, very early on the adoption curve. CCP will make an MSR related announcement that will change the global energy sector q2.
>>61841550No a bush fucked an ape and made Obama
The year of energy I guess
>>61842144Those already failed when they tried to adapt them to solar, if the point is to use nuclear instead then its not the salt that is the consumed bottleneck, it is the fissile material, so which fissile material is the best investment?
