AI is no longer just a trend — it’s becoming the foundation of the next industrial era. What stands out to me is how hyperscalers like Amazon, Alphabet, Microsoft and Meta are doubling down on infrastructure spending instead of slowing down. That level of capex tells me the race for AI dominance is only accelerating.
At the same time, this creates a huge demand for stable and scalable energy, which is why the nuclear narrative is gaining momentum again. Between CCJ and SMR, I personally lean more towards Cameco over NuScale Power for now. SMRs have exciting long-term potential, but commercialization, regulatory hurdles, and execution risks are still major question marks.
Sometimes the best investment isn’t the most exciting story — it’s the one with stronger fundamentals and clearer real-world demand.
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