The creator sold all their Tesla shares to reinvest in nuclear energy stocks.
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I sold my Tesla shares to buy nuclear energy stocks. This trade isn’t just about the fuel; it’s about ownin...
Jan 11, 2026
The creator discusses selling Tesla shares to invest in nuclear energy stocks, outlining a three-stock strategy focused on different parts of the nuclear ecosystem: BWX Technologies (BWXT) as the 'Factory', Oklo (OKLO) as the 'Disruptor', and Cameco (CCJ) as the 'Titan'.
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Cameco is highlighted as the 'Titan' and safest bet in the sector, with a buy range of $95-$98, due to its control over tech and services.
Oklo is presented as the 'Disruptor' in the nuclear space, building batteries that recycle waste to power AI, with a buy zone around $100.
BWXT is identified as the 'Factory' in the nuclear ecosystem, with a buy zone around $192.
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