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Invest in Nuclear energy, it’s the only thing that can support AI bubble
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Date: October 8th, 2025 5:06 AM Author: sick violet gaping (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49333735) |
Date: October 8th, 2025 5:39 AM Author: vibrant business firm (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49333746) |
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Date: October 8th, 2025 5:54 AM Author: thriller flickering forum circlehead Thanks for listing the stocks and ETFs to invest in man, means a lot (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49333749) |
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Date: October 8th, 2025 6:29 AM Author: dead grizzly tanning salon sandwich saar i thought you provide research since indians so smart (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49333757) |
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Date: October 8th, 2025 6:39 AM Author: sick violet gaping Nice — that’s a fun, high-conviction brief: combine Ray Dalio’s barbell (very low-vol/core + small high-upside satellites) with Jim Simons–style quant overlays (momentum/mean-reversion + volatility scaling, systematic rebalancing). I’ll give: (A) a ranked list of specific tickers that, under a most risk-averse implementation of that idea, are most likely to show the largest increase in their 52-week average over the next 36 months, (B) the core/satellite barbell allocation and portfolio rules (Simons-ish quant rules), (C) scenario return ranges and why, and (D) key risks and concrete sources.
Short summary (one line) For a risk-averse investor who still wants upside from an expanding nuclear + AI power demand theme: build a core of large, regulated utilities with meaningful nuclear exposure (EXC, D, DUK, SO) and a satellite of nuclear/uranium growth plays (SMR, CCJ, URA). Use volatility-targeting, momentum filters and systematic rebalancing to keep downside low while capturing upside in satellites.
A. Ranked stock/ETF picks (risk-averse barbell view) — why each is included
Exelon Corporation — EXC (core / defensive, nuclear operator)
Why: EXC is a large pure-play U.S. utility focused on nuclear generation and is positioned to benefit if baseload nuclear demand increases (data centers/AI growth increases overall power needs). It’s relatively lower beta than mining/SMR names and analysts give near-term upside/coverage that looks reasonable. Yahoo Finance +1
Dominion Energy — D (core / regulated utility with nuclear capacity)
Why: Large regulated utility with nuclear assets and predictable cash flows — fits the Dalio barbell “low-volatility core” while still being exposed to nuclear capacity expansions and data-center demand. Recent trading levels and investor information show it’s a mainstream utility pick. Yahoo Finance +1
Duke Energy — DUK (core / stable regulated with nuclear exposure)
Why: Another big utility with regulated earnings and some nuclear exposure. Solid for defensive allocation and dividends; less volatile than prospectors. Analyst consensus tends toward Buy. Good as a ballast in the barbell. Yahoo Finance +1
The Southern Company — SO (core with data-center & Vogtle exposure)
Why: Southern operates nuclear (including Vogtle) and has explicit data-center tailwinds highlighted by financial commentators. More predictable cash flows than small SMR developers. Yahoo Finance +1
NuScale Power Corporation — SMR (satellite / high-upside |
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Date: October 8th, 2025 7:22 AM Author: irradiated soggy home I've been to nuclear plants owned/operated by Southern Co, Duke Energy, Exelon, and CEG. All would be decent buys. (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49333787) |
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Date: October 8th, 2025 5:45 PM Author: sick violet gaping (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49335144) |
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Date: October 8th, 2025 7:19 AM Author: irradiated soggy home Constellation Energy Corp (CEG) Range Nuclear Renaissance ETF (NUKZ) VanEck Uranium & Nuclear ETF (NLR) NuScale Power (SMR) |
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Date: October 8th, 2025 10:03 AM Author: Aphrodisiac black coffee pot national security agency I told you about $NLR weeks ago and it’s since gone up like 10% (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49333961) |
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Date: October 8th, 2025 10:43 AM Author: sick violet gaping What are the cr plays? (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49334063) |
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Date: October 8th, 2025 5:22 PM Author: sick violet gaping (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49335108) |
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Date: October 9th, 2025 10:35 AM Author: Aphrodisiac black coffee pot national security agency TSLA, NLR, MSFT, QQQ, SPY (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49336542) |
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Date: October 8th, 2025 12:51 PM Author: thriller flickering forum circlehead i want a furking etf nigga im getting out of indie stocks (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49334398) |
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Date: October 8th, 2025 6:43 AM Author: razzle trump supporter We used to build things in this country (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49333762) |
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Date: October 8th, 2025 7:06 AM Author: Concupiscible azure doctorate We’re going to build a bunch of natural gas plants (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49333776) |
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Date: October 8th, 2025 8:58 AM Author: trip disturbing tattoo it pains me to post this because i sold all three when i thought they had 'mooned' versus just forgetting i bought them and let them ride....
nne oklo smr
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Date: October 8th, 2025 10:23 AM Author: arrogant curious mother How about Bezos' orbital data centers powered by solar?
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Date: October 8th, 2025 11:07 AM Author: cerebral anal university karate funny i almost went in big on ET when trump got elected, thinking it was a for sure winner between republican admin and AI. but it just keeps going down. i guess the big boys realize it ain't gonna be gas that gets us there. (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49334113) |
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Date: October 8th, 2025 12:53 PM Author: thriller flickering forum circlehead NLR is an ETF
https://money.usnews.com/investing/articles/best-nuclear-energy-stocks-and-etfs-to-buy-now |
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Date: October 8th, 2025 12:58 PM Author: thriller flickering forum circlehead i think ill buy 10k of NLR, so this means the nuke industry is gonna have a massive explosion soon killing 500,000 ppl and their stocks will tank (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49334420) |
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Date: October 8th, 2025 1:04 PM Author: Concupiscible azure doctorate just put every cent I have into natural gas instead thanks for making this an easy call brother (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49334437) |
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Date: October 8th, 2025 1:05 PM Author: thriller flickering forum circlehead (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49334440) |
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Date: October 8th, 2025 5:23 PM Author: sick violet gaping (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49335109) |
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Date: October 8th, 2025 5:25 PM Author: Vigorous disrespectful library legal warrant Bhopal 2: The Curse of Thomas (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49335118) |
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Date: October 8th, 2025 1:18 PM Author: thriller flickering forum circlehead just started with $3k of NLR, will buy moar later maybe, its up like 60% in 3m or some shit jfc (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49334467) |
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Date: October 8th, 2025 5:24 PM Author: clear sound barrier i used to think this, but then i read that there is not *nearly* enough uranium to supply enough nuclear reactors to the extent to use it as a major alternative to oil/gas. its a fad like all the others (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49335112) |
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Date: October 8th, 2025 5:44 PM Author: transparent spot thanks to libs crushing the industry for 50 years, what we have now can supply current demand for like a century, so there hasn't been a huge need for exploration or development of tech like fast breeder reactors that could dramatically (eg 100x) improve the yield. (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49335143) |
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Date: October 8th, 2025 5:55 PM Author: Disgusting Jade Resort (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49335161) |
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Date: October 8th, 2025 5:54 PM Author: Disgusting Jade Resort thorium is plentiful and way better than uranium for power generation
nuclear power isn't pursued because of political reasons. women are scared of it because they're retarded and it would compete with the various carbon scams and "green" options that enrich the political establishment |
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Date: October 9th, 2025 7:38 AM Author: irradiated soggy home the craziest thing is that nuclear energy is the cleanest energy by far. "green" options are far worse for the environment than nuclear. (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49336184) |
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Date: October 8th, 2025 5:55 PM Author: Disgusting Jade Resort i agree that we might actually start building a bunch of nuclear plants because the demand for electricity is gonna keep mooning. the big AI players have been whispering about it
idk which companies to invest in though, have never looked into it |
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Date: October 9th, 2025 7:34 AM Author: irradiated soggy home start with these:
Constellation Energy Corp (CEG) Range Nuclear Renaissance ETF (NUKZ) VanEck Uranium & Nuclear ETF (NLR) NuScale Power (SMR)
Those will give you the exposure you want. NuScale is particularly interesting and finally achieved NRC approval recently on its uprated small modular reactor. I expect these to become ubiquitous around data centers. |
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Date: October 9th, 2025 8:42 AM Author: trip disturbing tattoo see my post above, all three were part of my small scale nuclear portfolio. you want to be invested (i did 60/30/10) across several because it's too early to pick winners / losers in this space. my mistake was getting out of them when oklo went to the mid 90's, etc. (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49336248) |
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Date: October 9th, 2025 8:49 AM Author: thriller flickering forum circlehead so right after i bought NLR yesterday it went down a bit and now im already down .41%, $12.50
XO is benchod |
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Date: October 9th, 2025 9:35 AM Author: Vigorous disrespectful library legal warrant You seriously should post your short-term plays every day so we can bet against them. (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49336420) |
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Date: October 9th, 2025 9:38 AM Author: Concupiscible azure doctorate (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49336428) |
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Date: October 9th, 2025 9:52 AM Author: thriller flickering forum circlehead NLR is up 1.7% today, u mad at INVESTMENT MASTERMEN TURDS taking ur InvestJerbs? (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49336453) |
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Date: October 9th, 2025 9:39 AM Author: Concupiscible azure doctorate 91275710927890671908214 (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49336429) |
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Date: October 9th, 2025 11:23 AM Author: thriller flickering forum circlehead bought 2k moar of NLR, now have $5k total, already up $35. feels good (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2most#49336633) |