I think the AI power crunch is becoming a very interesting long-term theme. AI growth needs not only GPUs and data centers, but also reliable 24/7 electricity. Nuclear, uranium and fuel cells could all benefit as hyperscalers secure more power capacity.
I am especially interested in nuclear and uranium for the mid-to-long term, but I would not chase this rally. Names like $NuScale Power(SMR)$ and $NANO Nuclear Energy Inc(NNE)$ can move very quickly, so I prefer building positions gradually on pullbacks rather than buying after a sharp spike.
The fundamental story looks real, but not every stock will win. For me, it is still about opportunity plus discipline, and letting the AI power-demand trend play out over time. π―β‘
@TigerClub @Tiger_comments @TigerStars @WallStreet_Tiger
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