$BWXT

@investmentguru_May 9, 2026 · 5:16 PM

NUCLEAR / SMRs: The Long-Term Power Trade for AI AI needs one thing more than chips: Reliable power. Hyperscalers are now locking 10–20 year nuclear deals to secure dedicated energy for data centers. Why? → 24/7 baseload power → Zero carbon → Scalable for massive AI demand SMRs could be the next big infrastructure wave as AI power demand accelerates. Watch: $CEG · $OKLO · $SMR · $TLN · $VST · $BWXT · $GEV The AI race isn’t just compute. It’s power security.

@investmentguru_May 4, 2026 · 11:18 AM

Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI

@investmentguru_Apr 26, 2026 · 1:19 PM

The AI Power Crisis Is Becoming the Trade of the Decade The narrative has shifted. It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in global data center demand by 2028, with a ~49 GW shortfall in the U.S. alone. In Virginia, interconnection queues already exceed 5 years. And a new trend is emerging: Nearly 30% of new data center capacity by 2026 will be built off-grid — up from almost zero a year ago. The constraint is no longer silicon. It’s watts. Here’s how the entire power stack is shaping up: POWER GENERATION (Where electrons come from) $CEG — The nuclear anchor. Long-duration contracts with hyperscalers like Microsoft and Meta. Real, scaled nuclear exposure. $VST — High-growth merchant power mix (gas + nuclear + renewables). Strong earnings leverage to demand spikes. $TLN — Direct hyperscaler power supply agreements (AWS-linked data center buildouts). $NEE — Renewable giant with long-term contracted megadeals (including multi-GW deals with Big Tech). POWER INFRASTRUCTURE (Grid to chip) $GEV — The backbone play. Gas turbines today, SMR optionality tomorrow. Massive backlog growth driven by AI demand. $ETN — Power architecture leader. 800V DC systems + liquid cooling integration after major acquisitions. $NVT — Smaller, faster-growing power distribution player riding high-density AI load demand. THERMAL MANAGEMENT (Cooling the AI explosion) $VRT — Critical bottleneck winner. AI racks now pushing 10x+ power density vs 2023. Record backlog driven by hyperscalers. $SBGSY — Global industrial rival in the same cooling + infrastructure race. NEXT-GEN NUCLEAR (Long-duration optionality) $GEV — SMR development optionality alongside current cash flows $BWXT — Nuclear components + defense + SMR supply chain exposure $OKLO — High-risk, long-duration microreactor bet $NNE — Pure speculative nuclear startup exposure OFF-GRID / BEHIND-THE-METER (Bypassing the grid) $BE — Fuel cells powering on-site AI clusters $FCEL — Early-stage distributed energy systems • Microgrid and on-site generation adoption accelerating as grid queues stretch beyond 5–7 years THE BIG PICTURE Power is now the bottleneck of AI expansion. Not GPUs. Not software. Not demand. But electrons delivered at scale, on time, and on-site. Estimates suggest power constraints alone could unlock hundreds of billions in value redistribution across the energy and infrastructure stack. The AI trade is no longer just compute. It’s: 👉 Power generation 👉 Grid infrastructure 👉 Cooling systems 👉 On-site energy independence Final thought: Everyone sees the AI chip cycle. Few are pricing in the energy system rebuild underneath it. That’s where the next 3–5 year compounding likely sits. Not financial advice.

@jasonl_capitalApr 23, 2026 · 11:59 AM

The nuclear buildout needs uranium mined, enriched, and fabricated into fuel before a single reactor produces a watt. $CCJ mines it. $LEU enriches it. $UUUU mills it. $BWXT builds the infrastructure to process and house it. The reactors get the headlines. The fuel chain gets the contracts.

@jasonl_capitalApr 23, 2026 · 11:59 AM

4. $BWXT - BWX Technologies Bridges the gap between fuel and reactors. $1.5B NNSA contract to establish domestic uranium enrichment capability for defense. Also manufactures the reactor pressure vessels and heavy components every SMR developer needs built. If you're building a next-gen reactor in the US, the fuel runs through Centrus and the hardware runs through BWXT. Both are chokepoints.

@kaizen_investorApr 12, 2026 · 6:10 AM

This is the reason hyperscalers are investing in Nuclear energy. Pre-revenue players like $OKLO and $SMR have been hit hard. Oklo is down 71% of ath and Nuscale 82%. On the other hand established value players like $BWXT are reaching new ath at the moment. Looks like investors are waiting to see the first revenues of these players. $OKLO will see first revenue in 2026 from isotope sales. The real commercial power revenue will only come in 2028. Their first commercial microreactor, the Aurora powerhouse at the Idaho National Laboratory, recently shifted its target date slightly. They are now aiming for their first nuclear heat and power production in 2028. $SMR investors have to wait even longer. Their first project in Idaho was cancelled due to rising cost estimates. The fist power revenues should come in in 2030. This date remains speculative. NuScale still needs to secure binding Power Purchase Agreements (PPAs) and finalize site licensing, meaning any delays in the supply chain or regulatory approvals could push that timeline further into the 2030s. I think these companies will see a lot of fluctuations until we see the first revenues. There is no reason to quickly jump in here imo. They both face some significant execution risks. Nuclear energy will only get more important though. So for investors with time and believe in the management, this might already be a great opportunity.

@kaizen_investorApr 10, 2026 · 2:08 PM

As I'm 20% cash, I'm going to do some extra research this weekend. Companies I’m going to look into this weekend: $ALAB $CRDO $VRT $GEV $NEE $BWXT $VIAV $AXTI $SPIR $DRAM $AMKR $VPG Here is my method 👇

@kaizen_investorApr 7, 2026 · 5:06 PM

Nuclear took the biggest hit. The P/S has dropped from a record 11.04 to 8.57. Still well above the average of 6.23 though. Companies like $OKLO, $SMR and $LEU took a hit, but on the other hand $BWXT, and certainly $CCO gained market cap. The revenues of the wave grew by 32% QoQ and 36% YoY. The market cap on the other hand grew only 2% QoQ but 97% YoY. All hyperscalers have made it clear that they want to work with Nuclear energy. It makes sure that they always have power, day and night. It also gives them some flexibility to combine it with other energy waves. The P/S is still high in my opinion, but if the P/S drops further below the average of 6.23, I might be adding here.

@kaizen_investorApr 7, 2026 · 5:06 PM

Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition. Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey Green Hydrogen: $PLUG, $NEL, $ITM, TKA, LHYFE, $H2O, HYPRO, BLDP, CWR, FCEL Solar: $FSLR, $ENPH, $NXT, $TE, SMA Solar, Sunrun, Shoal, Longi, Jinko, Trina Energy Storage: $FLNC, STEM, $EOSE, NRGV, IES, $AMPX, $ENVX, CATL, LG, Gotion Nuclear: $BWXT, $SMR, $LEU, ASY, $CCO, Kazatomprom, $OKLO, NXE, UEC, DML LNG: $LNG, $VG, $EE, DLNG, GTT, CCEC, Kunlun, Petronet, ADNOC Mixed companies: $NEE, $VST, $CEG, $BE, $AES, $DUKE, $IBE, $RWE, $ENEL, $D Find out the details here 👇

@kaizen_investorMar 6, 2026 · 7:41 PM

Weekend is a great time to do some research. Companies I’m going to look into this weekend: $MRVL $OUST $COHR $AEHR $BWXT $NEE Here is my method 👇