BE is interesting because fuel cells can address the nearer-term problem: data centres need reliable power before new nuclear plants can realistically arrive. SMR offers the biggest upside if deployments scale, but also the greatest execution, financing and regulatory risk.
My ranking: uranium for the strongest long-term risk/reward, BE for the nearer-term AI power bottleneck, and SMR as speculative optionality. The AI electricity shortage looks structural, but that does not make every power stock a structural winner. I would rather own the bottleneck than chase the highest-beta solution.
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