KryptonResearch14
Sep 26, 10:01 PM
If you think the future of AI is correlated with the future of energy, you are correct.
If you think the future of energy in the United States is Nuclear, you are also likely to be correct in the coming years.
So how do we take advantage of that as investors?
At Krypton Research, we did not want to simply settle for massive utilities like
$CEG or
$VST for this exposure, but at the same time the new nuclear startups developing SMR tech like
$OKLO and
$SMR simply carry too much execution risk to be great risk-adjusted investments.
So where did we go?
Our latest investment is into a nuclear energy equipment manufacturer... equipment that is mandated in every nuclear facility in the world, yet is controlled by only a handful of manufacturers... our investment being the sole leader.
Take a read (Free read enabled): https://kryptonresearch.substack.com/p/half-life
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