SMR is the only public company with approved small modular reactor designs, poised to benefit from massive AI-driven electricity demand.
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5 Stocks To BUY HEAVY Before June 2026
The creator discusses five stocks to buy before June 2026, with a deep dive into USA Rare Earths (USAR). USAR is highlighted for its role in reducing US dependence on China for rare earth elements, crucial for military and tech products. The company has significant government backing, including equity, grants, and loans, positioning it to benefit from US-China tensions and a national security focus on critical minerals.
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Tickers discussed in this post
Mora Holdings is a buy as it pivots its Bitcoin mining infrastructure to lucrative AI computing, mirroring a successful strategy seen in APLD.
Nebius Group is a strong buy due to its diversified AI infrastructure, self-driving tech, AI training data, and European AI sovereignty plays.
Coravee is a strong buy, positioned as a leader in neocloud for AI, with significant deals and upcoming Nvidia earnings as a catalyst.
USA Rare Earths (USAR) is a strong buy due to its critical role in US rare earth production, significant government backing, and potential to benefit from US-China geopolitical tensions.