The Global X Uranium ETF (URA) offers a way to invest in the uranium sector, providing exposure to the entire value chain.
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Picks & Shovel of Energy Trade 🔌⚡️
Road to 100k PortfolioMay 24, 2026
The creator discusses the growing demand for energy, particularly for AI and data centers, and highlights eight stocks and ETFs that could benefit from this trend. The focus is on companies involved in nuclear energy, uranium production, and related infrastructure, as these are seen as crucial for powering the AI era.
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NuScale Power Corp. offers the only Small Modular Reactor (SMR) with full NRC approval, positioning it as a leader with no immediate competitors.
Nano Nuclear Energy Inc. designs portable micro-reactor technology, supported by the DOE, for deployment in remote and military sites.
Oklo is building nuclear-powered AI factories, backed by Sam Altman, targeting commercial reactor operation by 2027.
Cameco is a top pick as the world's biggest uranium miner, supplying 18% of global production with long-term contracts securing revenue.
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CCJ
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+15.05%