Uranium stocks have been performing well lately as advances in technology due to generative AI have begun to demand higher performance computing power, leading to a potential electricity shortage in the future. Being incredibly energy-dense, nuclear energy promises to be a great way to avoid the electricity shortage, but at what cost - financial and environmental?
00:00 The Nuclear Energy Investment Thesis
01:43 How Does Nuclear Energy Work?
03:17 Why Don't We Use More Nuclear Energy?
04:47 Nuclear Stocks?: GE Vernova & NextEra Energy
06:31 Nuclear ETF: NLR
06:58 Public Service Enterprise Group
07:23 Energy Fuels Stock Analysis
09:15 Cameco Stock Analysis
11:47 My Thoughts on Nuclear Energy Stocks
$CCJ $UUUU $GEV $NEE