Jun. 5 at 1:58 PM
The U.S. government is effectively signaling the next major buildout: NUCLEAR POWER
The Reactor Pilot Program is about one thing-scaling energy fast enough to support AI demand.
AI doesn’t fail on compute anymore… it fails on power availability.
Watch the stack:
$NNE – Nano Nuclear Energy, early-stage modular nuclear exposure
$OKLO – Oklo, advanced fission + long-duration power for data centers
$SMR – NuScale, small modular reactor commercialization path
$IMSR – Terrestrial Energy, molten salt reactor design
$CCJ – Cameco, uranium supply backbone
This isn’t a narrative shift-it’s a capacity constraint story turning into capital allocation.
When power becomes the bottleneck, everything else re-prices around it.
