You highlight a strong feedback loop between AI-data-center growth, increasing demand for reliable baseload power (via nuclear), and rare-earth/uranium supply constraints. In your view, which of these three links (AI → power demand, power demand → nuclear capacity build-out, nuclear/rare-earth supply constraints → price/stock impact) is the most likely bottleneck over the next 3–5 years — and what signs should investors watch for to gauge when it’s shifting?

Yesterday's article made more sense to me - how are some of these companies AI companies? You don't explain what qualifies a company to be listed. This seems like calling Coca-Cola a plastics company because they use plastic bottles.