Jun. 16 at 5:50 PM
Jensen Huang just called nuclear energy "wonderful" for AI.
These will be the next winners :
$CEG
$GEV
$SMR
$OKLO
$CCJ
Jensen Huang calling nuclear energy "wonderful" has ignited an institutional panic to lock down baseload capacity: the macro reality that "GPUs are abundant but grid connection is the true bottleneck" is forcing a massive re-rating of nuclear assets.
Absolute utility leader
$CEG (Constellation) secured a pivotal FERC waiver on June 2, accelerating its Three Mile Island restart to 2027 specifically to energize Microsoft AI infrastructure. Concurrently, grid champion
$GEV (GE Vernova) maintaining strong momentum following its massive 2.5 GW gas-plus-nuclear joint venture to power Texas data centers.
Uranium cartel
$CCJ remains an unassailable structural long. Advanced play
$OKLO continues to absorb right-side institutional volume on DOE safety clearance, while out-of-favor
$SMR (NuScale) trades under
$10, resetting into major Fibonacci technical support.