NuScale Power. Every tracked FinTwit mention of $SMR, newest first. 133 mentions since the first on Sep 19, 2025. See the price chart.
July 2026 · 12 mentions
Jul 17
InvestmentGuru — Who’s buying here
$QS $6
$SMR at $7.64
$JOBY at $7.34
$ONDS at $6.65
$SERV at $5.27
$SOUN at $6.31
$TE at $5.94
$POET at $7.67
$RDW at $8.45
$SATL at $3.57↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 15
InvestmentGuru — The Best Multi-Year Bets in This Market
$QS
$SMR
$JOBY
$ABCL
$RXRX
$TE
$SERV
$SOUN
$ONDS
$POET↗
Jul 14
InvestmentGuru — Energy continues to offer some of the most attractive value opportunities after the recent pullback.
Nuclear & Power Infrastructure Watchlist:
$OKLO
$SMR
$LEU
$VST
$CEG
With AI,…↗
Jul 14
InvestmentGuru — $QS $ABCL $SMR $JOBY
All four have strong financial backing and enough capital to continue executing on their long-term growth plans. Execution remains the key, but funding is not…↗
Jul 13
InvestmentGuru — Some buying opportunity for long term
$SMR $8.40
$JOBY $7.50
$QS $6.20
$SOUN $6.50
$SERV $5.75↗
Jul 9
InvestmentGuru — $OKLO at $47
$SMR at $8.75
Buying opportunity for Long term↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 5
InvestmentGuru — Nuclear Energy Sector: The 3-5 Year Patience Trade
This is a genuine multi-year megatrend, not a quick trade — AI data center power demand plus federal policy support (including a…↗
Jul 2
Jason Luongo — My 10 favorite stocks to sell options on right now:
- $IREN
- $TE
- $HOOD
- $RKLB
- $UUUU
- $NOK
- $SMR
- $PLTR
- $INFQ
- $NBIS
These stocks have been money printers for selling…↗
Jul 1
Jason Luongo — 9. $SMR - NuScale Power
NuScale is the only company with an NRC-approved small modular reactor design, and its commercialization partner ENTRA1 reached a nonbinding agreement with…↗
June 2026 · 26 mentions
Jun 30
InvestmentGuru — 10 Names Where Capital Is Flowing
Physical AI Core $PLTR remains the dominant capital magnet in the AI platform space, still showing leadership characteristics. $BB has emerged as…↗
Jun 23
mon — These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memo…↗
Jun 21
Midas — @asymmetrix_xyz $FLY
$IMSR
$SMR
$LPTH
$OSS
Follow me if you want to know when I enter these companies.↗
Midas — $POET
$IMSR
$SMR
$NNE
$PRME
If this helped you out, follow me for more.↗
May 31
Frenchie — @Jacobigelo @NCheron_bourse Exactement
$NNE
$OKLO
$SMR …
J’avais effectué un suivi de tendance Q1 2025 dessus mais force est de constater que les revenus tardent et la réglement…↗
May 30
InvestmentGuru — NUCLEAR IS QUIETLY ACCELERATING
With AI data centers consuming unprecedented electricity, nuclear is being re-rated as critical infrastructure — not just an energy play. $CEG, $OK…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…
April 2026 · 24 mentions
Apr 28
Jason Luongo — If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB…↗
Apr 27
Jason Luongo — 2. $SMR - NuScale Power
The only SMR company with full NRC design approval. The US Energy Secretary just told Congress the first 5-10 new nuclear reactors will almost certainly re…↗
Apr 25
InvestmentGuru — The AI Infrastructure Bottleneck
AI demand isn’t slowing. It’s colliding with reality. Power costs are rising. Communities are pushing back. Permits are getting harder. Project ca…↗
InvestmentGuru — 10 BEST SMALL CAP BUYING OPPORTUNITIES RIGHT NOW
$RKLB
→ Price: ~$58
→ Full-year 2025 revenue hit $602M, with Q4 up +36% YoY and record 38% GAAP gross margins 
→ Backlog reache…↗
Mar 27
KaizenInvestor — 4. $SMR - 3Y revenue CAGR: 118.9%
NuScale Power is a Portland-based company designing advanced small modular reactors (SMRs) to deliver safe, scalable, and clean nuclear energy. h…↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 26
KaizenInvestor — $SMR down 3% after Q4 earnings. As an investor, looking past the hype is crucial. NuScale secured a massive $1.3 billion war chest, but did so by selling millions of shares, diluti…↗
Feb 17
KaizenInvestor — 1/8 The King: Nuclear Energy
P/S: 11.04 (All-time high)
Market Cap: Vertical breakout
Revenue: Flat (lagging indicator)
This chart represents the most violent sentiment shift in…↗
Shay Boloor — DOE is moving to strengthen the nuclear fuel supply chain by launching “Nuclear Lifecycle Innovation Campuses.”
States will be asked to host sites supporting the full fuel cycle i…↗
Jan 27
Midas — The energy armsrace is coming.
AI needs power from data centres -> solar -> rare minerals -> metals.
The last frontier is nuclear.
$SMR $OKLO $TE $NNE↗
Midas — Uranium ETFs like $URNM $URA just hit new ATH.
Uranium is used to power nuclear reactors.
Nuclear reactor stocks have just bottomed out and are primed to go parabolic.
Don't sl…
December 2025 · 4 mentions
Dec 30
Midas — Nuclear companies will rebound in 2026.
$OKLO
$IMSR
$AMTM
$NKLR
$CEG
$NNE
$SMR (added to the list)
Like if you agree.↗
Dec 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 27
Shay Boloor — @jaydunkdunk Being approved doesn’t mean they’re easy to build or useful for AI.
$SMR is a great nuclear play as well but $OKLO is my preferred play because they're specifically d…↗
Dec 22
KaizenInvestor — 3/5 Data centers require an uptime of 99.999%, and solar panels alone can’t provide this amount of uptime. They will need to combine the solar panels with some energy storage or a…
October 2025 · 1 mention
Oct 22
The Future Investors — The 20 Largest Public Companies With <$100 Million in Revenue 💰
1. $ASTS | AST SpaceMobile - $24.9B
2. $IONQ | IonQ - $19.3B
3. $OKLO | Oklo - $17.6B
4. $BMNR | Bitmine - $13.9B…↗
September 2025 · 1 mention
Sep 19
Colin King — Is $FLR officially a negative EV with $SMR at $46-47?↗
mon — What a great day. 🔥
- $ENHA & $HIMS +11%
- $OUST smashed it +14%.
- $ASTS / $IREN time will come.
- $SMR my fav nuclear stock +13%.
- $PENG +12%, $NUAI +9% & $KEEL +5%.
S…↗
Jun 16
Midas — @asymmetrix_xyz $IMSR
$NNE
$SMR
If this helped you out, follow for more↗
Jun 15
Dustin — $POET
$IMSR
$SMR
$NNE
$PRME
If this helped you out, follow me for more.↗
Jun 14
InvestmentGuru — NUCLEAR WATCHLIST — Loading the Levels
AI’s power crunch isn’t a 2027 problem, it’s a right-now problem. Nuclear is the cleanest 24/7 baseload answer — and the names below are whe…↗
Jun 13
Midas — @asymmetrix_xyz $SMR
$NNE
$IMSR
$FLNC
$LTBR
If this helped you out, follow me for more.↗
Jun 12
Midas — @asymmetrix_xyz $SMR
$NNE
$NXE
$FLNC
$LTBR
If this helped you out, follow me for more.↗
Jun 12
InvestmentGuru — AI runs on power. Nuclear delivers it.
Everyone’s chasing the AI trade — but the real bottleneck isn’t chips. It’s energy. Data centers are power-hungry monsters and the grid can…↗
Jun 11
Midas — @asymmetrix_xyz $SMR
$IMSR
$NXE
$FLNC
$LTBR
If this helped you out, follow me for more.↗
Jun 8
Midas — 1) $SMR
2) $FCEL
3) $NXE
4) $FLNC
5) $LTBR
If this helped you out, follow me for more.↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 4
Jason Luongo — These are 10 of my top buys if we get a substantial pullback in the markets:
$HOOD - fintech
$IREN - AI data centers
$TE - solar manufacturing
$MP - rare earth materials
$SMR - sm…↗
Jun 3
InvestmentGuru — 10 stocks to hold in this market.
$NOK
Nokia just booked €1B+ in AI orders in a single quarter.
⟶ Optical networking demand exploding
⟶ Nvidia invested $1B into them
⟶ AI & Clo…↗
Jun 3
mon — My favourite stocks in each sector right now:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE &…↗
Jun 3
InvestmentGuru — The Nuclear Energy Playbook: Full Value Chain Edition -
From uranium in the ground → enriched fuel → reactor technology → operating plants
AI needs 24/7 clean baseload power. Th…↗
Jun 2
mon — Two days in a row, 8/9 stocks green. 😅
- $IREN got very close to $70.
- $PENG smashed it +20% throughout the day.
- New stock $XFAB +20%.
- My favourite nuclear stock $SMR +8%.
-…↗
Jun 2
Midas — $OKLO
$NNE
$SMR
$IMSR
$NXE
$BMWT
$LEU
Follow me if you want to see when I enter these companies.↗
Jun 2
Midas — $VST
$TLN
$CEG
$SMR
$NRG
If you want to know when I enter and exit, make sure to follow me.↗
Jun 2
InvestmentGuru — Nuclear energy Today
$OKLO
$SMR
$NNE
$LTBR
$UROY↗
Jun 2
Midas — $OKLO
$NNE
$SMR
$IMSR
$NXE
$BMWT
$LEU
Follow me for my analysis on each company.↗
Jun 1
mon — What a day.
- New stocks $NOK +9.64% & $AAOI +17.18%.
- $NUAI smashed it +18.24%. 🔥
- $PENG & $KEEL +7%. $FIVN +8%.
- $SMR & $IREN day is coming.
- $OUST taking a bre…↗
Jun 1
Tradable Astronaut — Top ranked names in nuclear on the Aion Index:
$ASPI 100/98
$IMSR 97/98
$NNE 94/95
$TLN 86/88
$SMR 86/72
Some of these charts look like they're about to do something. http…↗
Antonio Costa — $SMR Setting up https://t.co/WgZBVap5Kz↗
May 26
mon — What a great day today.
- $IREN +5% signed a $1.6B agreement with Dell.
- $OUST +15.31% killed it. Easiest LT hold.
- First insider buy in years $HIMS.
- $SMR +7.19% just getting…↗
May 25
mon — My favourite stocks/ETF by sector:
- Nuclear: $SMR
- Robotics: $OUST
- Rare Earth: $UAMY
- Copper ETF: $COPX
- Memory ETF: $DRAM
- Health: $HIMS & $IBRX
- AI Infrastructure: $I…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 22
mon — I restarted my short-term portfolio at the start of the month.
I bought the following stocks: $PENG, $INV, $P, $CSIQ, $SMR, $FCEL, $NUAI, $TGEN, and $AIRJ.
I’ve since sold $P and…↗
May 22
Jason Luongo — 9. $SMR - NuScale Power
Only SMR company with a fully NRC-certified reactor design. Working with TVA on up to 6 GW of capacity - the largest nuclear deployment program in U.S. his…↗
May 18
Jason Luongo — 4. $SMR - NuScale Power
First and only SMR design certified by the NRC. Partnered with ENTRA1 and TVA on a 6 GW deployment pipeline - the largest SMR program in US history. Romani…↗
May 18
InvestmentGuru — Energy- 7 layers
AI Energy Bridge: Short-Term Stack
(Before nuclear comes online ~2030+)
Layer 1 — Solar Generation
→ $FSLR (First Solar) — domestic manufacturing moat
→ $ARRY (…↗
Mike Investing — The U.S. Energy Department just announced a plan to finance billions worth of nuclear reactor parts.
This is a MASSIVE buy signal for Uranian & Nuclear names.
If you want to capt…↗
May 12
Shay Boloor — The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nuclear reactor parts.
The goal would be to speed up reactor construction by funding c…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 11
Antonio Costa — $SMR Another nuclear name setting up https://t.co/EKGJbZFLCH↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
InvestmentGuru — 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 ene…↗
May 9
InvestmentGuru — 20 Stocks That Could Be the Next Market Leaders
$JOBY — eVTOL pioneer. FAA cert in final stages. eIPP program launching mid-2026. Air taxi market is real and near.
$QS — Solid-sta…↗
May 9
Mike Investing — In 2025 I called out to buy rare earths & nuclear. Many got rich from this…
Now in 2026, I am calling for strong buys on Nuclear & rare earths again. Over 10x potential.
These st…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 7
InvestmentGuru — Great day for this small cap
$QS $SOUN $JOBY $BB $SERV $OSS $ABCL $DGXX $SATL $SMR↗
May 6
InvestmentGuru — In this market, you have two choices:
Chase overextended names after the move… or build positions early in stocks still in the accumulation phase.
I’d rather accumulate where r…↗
— 5. $SMR - NuScale Power ($13)
Only NRC-approved small modular reactor design in the US. 6GW deployment deal with TVA and ENTRA1 - the largest SMR program in US history. Site prep…
Jason Luongo — Everyone's chasing $SMR, $OKLO, and $NNE but the fuel chain is being completely overlooked.
No fuel means no reactors. 4 companies I'm watching:
1. $CCJ - Cameco
World's largest…↗
Apr 23
InvestmentGuru — When $SMR was $9.50 $OKLO near $45 https://t.co/QZw503I6PW↗
Apr 23
InvestmentGuru — Capital flow trend:
Semis → Memory → Photonics → Power & Energy → Robotics
We are entering the Power wave
$OKLO $SMR $NNE $LTBR↗
Apr 23
InvestmentGuru — $SMR
NuScale Power is quietly becoming one of the most compelling nuclear setups right now. The company’s ENTRA1/TVA agreement covers up to 6 gigawatts of SMR deployment — describe…↗
Apr 23
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 22
InvestmentGuru — Nuclear energy stocks are all up today
$OKLO
$SMR
$NNE
$LEU
$UUUU
$LTBR↗
Apr 22
Michael Sikand 🦑 — MICROREACTORS FOR BASES: $300M+
Mini nuclear plants powering every US base.
Project Pele prototype fielding. Resilient power for installations.
$SMR, small modular reactors
$NN…↗
Apr 21
Jason Luongo — You could buy 100 shares of $SMR right now for $1195.
Or you could sell the $10 cash-secured put expiring 5/15 and get paid $49 to wait.
Three possible outcomes:
1. $SMR stays a…↗
Apr 19
mon — This is a portfolio built with very small capital.
It is spread across 6+ broad sectors:
· Space/Defense: $RKLB, $ASTS, $OSS, $ONDS
· Fintech/Insurance: $SOFI, $OSCR
· AI infrastr…↗
Apr 18
Shay Boloor — AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…↗
Apr 16
Shay Boloor — The White House said NASA will work with the DoD & DoE to deploy nuclear reactors in orbit by 2028 while also targeting nuclear power systems on the Moon by 2030.
Bullish for nucl…↗
Apr 16
InvestmentGuru — Nuclear Energy - As AI, data centers, and electrification surge, one thing is clear: energy is everything — and nuclear is stepping up as the next critical bottleneck.
Names gain…↗
Jason Luongo — 5. $SMR - NuScale Power
NuScale has the only NRC-approved small modular reactor design in the United States. That regulatory head start matters. Down 43% this year and burning cas…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 12
KaizenInvestor — 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 oth…↗
Apr 9
InvestmentGuru — NUCLEAR ENERGY — Buying Opportunity Right Now?
The setup is getting hard to ignore.
Why Nuclear, Why Now
- AI + data centers = massive, nonstop power demand
- Policy tailwinds bu…↗
Apr 7
KaizenInvestor — 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…↗
Apr 7
KaizenInvestor — 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,…↗
Apr 3
KaizenInvestor — The new energy wave had a difficult Q1 2026.
Nuclear
$OKLO: -38%
$SMR: -37%
Energy grid
$EOSE: -61%
$FLNC: -42%
Solar:
$TE: -46%
$FSLR: -29%
Hydrogen:
$TKA: -20%
$PLUG: +8%…↗
— Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…
— We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…
KaizenInvestor — The 2026 energy transition has officially shifted from green promises to an industrial Power Trade. ⚡️
My latest report through Q3 2025 breaks down the massive bifurcation driven…↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Midas — These are the only nuclear stocks backed by @ENERGY:
$IMSR
$SMR
$NNE
$OKLO
Like if you hold any of them.↗
Jan 24
InvestmentGuru — Stocks to Watch — Across the Energy Transition
Nuclear & Baseload Energy
$CEG
•Leader in U.S. nuclear generation with a massive reactor fleet and growing service agreements with…↗
Jan 24
Midas — Nuclear stocks are going to go parabolic in 2026:
$NNE
$OKLO
$SMR
$IMSR
Frontrunning while uranium is at all time high.↗
Jan 24
Midas — Top 3 nuclear stocks that will go parabolic this year:
$NNE
$SMR
$OKLO
These are the only ones that have bottomed out and have yet to rally.
Like if you agree.↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
Jan 23
Gaetano — Whenever I don't understand a sector
But know that its an investible space
I follow people that have a deep understanding of it.
Nuclear is one of them
$SMR $ASPI $LEU $OKLO
I wa…↗
Jan 23
Midas — Top 5 nuclear stocks that will go parabolic this year:
$OKLO
$IMSR
$NKLR
$NNE
$SMR
Like if you agree.↗
Jan 23
Midas — Bullish for all nuclear stocks like $SMR $NKLR $IMSR $OKLO↗
Jan 22
Midas — The next wave of hypergrowth is nuclear energy.
$NKLR $IMSR $OKLO $SMR $NNE↗
Jan 22
Midas — The next wave of hypergrowth is nuclear energy.
$NKLR $IMSR $OKLO $SMR $NNE↗
Jan 21
Shay Boloor — President Trump said the U.S. is going heavy into nuclear energy citing major safety advances.
He argued nuclear is now both reliable & cost-competitive for powering the economy.…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Shay Boloor — $MSFT says it will work with utilities & regulators to ensure electricity rates reflect the power demands of its AI data centers as it expands “community-first” AI infrastructure.…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 13
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
InvestmentGuru — 15 Names to Watch — Power, Nuclear & Compute Stack
These names deepen exposure across fuel → reactors → grid → data centers,
1. $OKLO
2. $LEU
3. $CCJ
4. $UUUU
5. $GEV
6. $EOSE…↗
Jan 5
Shay Boloor — THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT
That money supports the entire nuclear stack:
• Upstream uranium miners & fuel processors…↗
Jan 5
InvestmentGuru — Energy/ renewable energy stocks are looking strong
$ENPH
$BE
$EOSE
$QS
$TE
$LTBR
$OKLO
$SMR↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 4
Midas — Which company is the next big nuclear company like $OKLO?
$IMSR
$NKLR
$SMR↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗