Meta just committed to buying 6.6 gigawatts of nuclear power. That’s enough electricity to run Philadelphia, and all to feed those hungry hungry data centres. One of the suppliers is a company chaired until recently by Sam Altman, who apparently runs OpenAI in his spare time.
Facebook buying nuclear reactors from the ChatGPT guy wasn’t on our January bingo card, but here we are. Today, we're finding out if nuclear power is the trade of 2026, or just the latest hype cycle with a half-life.
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TIMESTAMPS -
00:00 Intro
01:05 Background
04:18 Fission vs. Fusion
07:05 RIP Nuclear Regulation
10:18 The Small Cap Casino
16:57 Fusion Heavyweights
19:43 What Could Go Wrong
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📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading stocks poses considerable risk of loss. The speaker does not guarantee any particular outcome.
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