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The ONLY Nuclear Energy Stock Amazon is Buying Right Now 😯

The creator discusses X Energy (XE), a nuclear energy startup that recently IPOed. Amazon is a significant investor and customer, contracting XE for 5 gigawatts of energy by 2039. This investment is driven by Amazon's massive investment in AI infrastructure, which requires substantial, reliable, and clean power, making nuclear energy a likely solution. XE's small modular reactors (SMRs) offer a faster and cheaper alternative to traditional nuclear plants.

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OKENeutralMedium ConvictionSignal-backedSecondary

Creator holds Oak Ridge National Laboratory (OKE) for exposure to SMRs.

DUKNeutralMedium ConvictionSignal-backedSecondary

Creator holds Duke Energy (DUK) as part of their existing energy portfolio.

NEENeutralMedium ConvictionSignal-backedSecondary

Creator holds NextEra Energy (NEE) as part of their existing energy portfolio.

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