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Thank you for Joining Tamir is Here, bringing you quality content, reminders in mindset and disciplines to learn from my mistakes so you don’t have to make them.  Everything is moving so fast today, that by the time news hits your door, it's already late to get in on the action, so I wanted to share as much content here as possible. 

In this post, I am going to talk about these main topics: Nuclear stocks, what these companies are doing, and why they are so relevant to the AI boom.  I'm also going to talk about uranium and rare earth mineral mining, why it’s being discussed so much and what names are out there to invest in. 

Now, the first thing I want to talk about are ETF’s, for those less savvy investors who don’t know what I’m talking about, an ETF is a collection of assets: it holds an assortment of securities, such as stocks, bonds, or other assets, to track a specific index, sector, or strategy.

So. if you are NOT sure what to invest in, or which company to choose, but you believe in a sector long-term, you may want to consider buying an ETF, it will have many tickers for that sector within it, so you will be investing in many companies at once.  ETF’s are fantastic long-term investments. 

For nuclear stocks, the biggest ETF’s are: 

• Uranium mining: Companies that extract and process uranium, the primary fuel. 
• Technology and construction: Firms that design, build, engineer, and maintain nuclear reactors and facilities. 
• Power production: Utilities that operate nuclear power plants and produce electricity. 
• Support services: Businesses that provide equipment, technology, and other services to the nuclear industry. 
• They offer diversification: By investing in an ETF, you spread your risk across multiple companies instead of a single stock. 

Here is a list of 15 Nuclear stocks from biggest to smallest and I’m going to deepdive into three of them (in bold below) but the list is as follows, with a short from explanation on what they to in relation to AI and Power. 

Overview of SMR, CEG, and CCJ

These three stocks—NuScale Power (SMR), Constellation Energy (CEG), and Cameco (CCJ)—are key players in the nuclear energy sector, which is experiencing a renaissance driven by surging demand for reliable, carbon-free power to fuel AI data centers and global electrification. As of October 2025, nuclear energy is projected to play a pivotal role in meeting escalating electricity needs, with AI infrastructure alone potentially quadrupling global power demand over the next decade. SMR focuses on innovative reactor technology, CEG operates the largest U.S. nuclear fleet with direct ties to tech giants, and CCJ dominates uranium supply, essential for fueling reactors. Below, I'll dive into each in depth, covering their business, financials, performance, analyst sentiment, AI/power connections, recent developments, and risks/opportunities. Data is current as of mid-October 2025.

NuScale Power (SMR)

Company Overview

NuScale Power develops small modular reactors (SMRs), a next-generation nuclear technology designed for scalability and flexibility. Their flagship NuScale Power Module (NPM) is a light-water reactor generating up to 77 MWe per unit, allowing for modular deployment at data centers, industrial sites, or remote areas. Founded in 2007 and based in Corvallis, Oregon, the company went public in 2022 via a SPAC merger. It emphasizes safety, cost-efficiency, and quicker build times compared to traditional large reactors, positioning it as a solution for decarbonizing energy grids.

Relation to AI and Power

SMR's modular reactors are tailored for high-demand sites like AI data centers, offering baseload power without carbon emissions. Backed by investors like Fluor (which recently sold 15M shares for liquidity), NuScale targets flexible deployment to meet AI's energy surge. It's not yet revenue-heavy from AI deals but is positioned for growth as hyperscalers seek on-site nuclear solutions. Projections show SMRs enabling scalable power for compute-intensive applications.

Risks and Opportunities

Risks: High burn rate and unprofitability could strain finances if deployments delay; regulatory hurdles for SMR certification; competition from larger players like OKLO ( which is another name on the list I’m considering). Volatility from uranium price swings and market sentiment. Opportunities: Global nuclear revival could make SMR a millionaire-maker;

Constellation Energy (CEG)

Company Overview

Constellation Energy is the U.S.'s largest nuclear operator, with ~31,676 MW capacity across nuclear, renewables, and gas. Spun off from Exelon in 2022, it's headquartered in Baltimore and serves 15M+ customers, including Fortune 100 firms. Segments include power generation and sales, focusing on carbon-free energy to utilities, businesses, and residences.

Strong profitability with Q2 revenue at $6.1B and EPS beating estimates at $1.91.

Recent Stock Performance

Up 65% YTD and 41% over 1 year, closing at $368.49 on October 10 (down 3.85%). 52-week range: $161.35–$392.18. Outpaces S&P 500, driven by AI deals.

Analyst Views

Average target: $359.31 (slight downside), with highs at $407 (Seaport Global upgrade to Buy on Oct 8). Strong Buy leans, citing growth potential. Earnings November 7.

Relation to AI and Power

CEG powers AI directly: Deals with Microsoft to restart nuclear plants for data centers; provides baseload for high-compute needs. As AI bottlenecks shift to energy, CEG's nuclear fleet (largest in U.S.) ensures stable supply, with ties to hyperscalers like Amazon and Google.

Recent Developments

• Stock popped on analyst upgrades and AI hype; up 47% YTD but potentially overvalued per DCF analyses.
• $27B Calpine acquisition adds gas/geothermal; X buzz links CEG to AI power winners alongside VST.
• Weekly recaps highlight momentum, with options plays for further gains.

Risks and Opportunities

Risks: Overvaluation (P/E >38); regulatory risks on plant restarts; exposure to energy price volatility. Opportunities: AI capex boom ($5T projected) could drive 20%+ spikes on new deals; dividend yield (0.42%) adds stability. Seen as top AI energy pick.

Cameco (CCJ)

Company Overview

Cameco is a leading uranium producer, operating in mining, fuel services, and via Westinghouse (nuclear tech). Founded in 1987 in Saskatoon, Canada, it supplies uranium to utilities worldwide, fueling ~10% of global nuclear power.

Relation to AI and Power

CCJ supplies uranium critical for nuclear expansion to meet AI data center demands. Long-term contracts ensure stability amid rising needs from tech giants

Risks and Opportunities

Risks: Uranium volatility; EPS downgrades; geopolitical supply risks. Opportunities: High-growth breakout potential; 2025 price forecast $83.60 avg. AI-driven demand could push to $95+.

Final Thoughts on Nuclear

SMR offers high-upside innovation but with execution risks; CEG provides stable, AI-linked operations; CCJ is a commodity play with supply-chain leverage. All benefit from nuclear's AI tailwinds, but diversify based on risk tolerance—CEG for reliability, SMR for growth, CCJ for leverage to uranium prices. Monitor earnings in November for catalysts.

As always you want to stay informed and get in and out of stocks based on news and developments.

The surge in AI adoption, particularly for generative AI and large-scale data centers, is driving unprecedented demand for reliable, high-capacity power. Nuclear energy is uniquely positioned to meet this need due to its ability to provide consistent, carbon-free baseload electricity, critical for the 24/7 operations of AI infrastructure. Companies like Constellation Energy (CEG) are securing deals with tech giants like Microsoft to power data centers, while small modular reactors (SMRs) from firms like NuScale Power (SMR) offer scalable solutions for on-site power at AI facilities. The International Atomic Energy Agency projects a 160% increase in nuclear capacity by 2050, fueled partly by AI-driven energy needs, with nuclear plants providing stable grids to support the estimated 4x growth in global power demand over the next decade.

Rare earth minerals, essential for AI hardware (e.g., semiconductors, magnets) and nuclear applications (e.g. reactor components, control rods), are also critical. Companies like Energy Fuels (UUUU) produce both uranium and rare earths, linking the nuclear fuel cycle to AI technology supply chains (I’m a little bitter on this name but most likely will get back into it, as mentioned many times we are all human and our emotions get the better of us. I owned this name when it bottomed out and sold it in the first quarter of the year when the market was bleeding off, I was in too many plays and I just never got around to getting back in, but sharing and making this video is FEULING my drive to re-invest  in this top FEUL pick even though its price  is higher when I owed it, as I make this video I remind myself as an information provider, to provide myself with the info to invest as well. We always need to do a MINDSET check on ourselves and ensure that we are in control of our emotions and decisions at ALL TIMES. 

Uranium from producers like Cameco (CCJ) powers reactors, while rare earths support advanced nuclear tech and AI chip production. This interplay creates a feedback loop:

AI growth demands nuclear power, which relies on uranium and rare earths, while AI hardware requires these same minerals, tightening supply chains and boosting demand for these resources.

And now onto the extra content:

An Overview of Rare Earth Stocks

Rare earth elements (REEs) are a group of 17 metals essential for technologies like electric vehicles (EVs), wind turbines, smartphones, and defense systems. China dominates production (over 60% of mining and 90% of processing), but escalating U.S.-China trade tensions and export restrictions in 2025 have boosted interest in non-Chinese suppliers. This has driven surges in U.S. and allied rare earth stocks, with many up 10-15% in early October 2025 alone due to speculation on further U.S. government investments.

Investors can gain exposure via individual stocks (focused on mining, processing, or magnets) or ETFs like VanEck Rare Earth/Strategic Metals ETF (REMX), which tracks global producers and has risen ~20% YTD as of October 2025. Below, I've compiled a table of top rare earth stocks based on market cap, recent performance, and analyst buzz. Data reflects August-October 2025 trends; prices fluctuate—check real-time quotes.
 

Thanks again for joining me, I hope this content was helpful and eye opening as things are moving so fast these past 2 years. And with AI, robotics and other sectors advancing quickly, I only see this speeding up even more over time.

Tamir is Here for you!  Stay tuned for my next blog everyone, and invest responsibly.

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