The AI revolution is here, and it's about to create an energy crisis even bigger than most folks realize. Think about it. All of those billions upon billions of calculations those large-language AI models use to answer your every question, create beautiful digital pictures, and write poetry… it takes a massive amount of energy!
We're already seeing it play out in real time.
- Microsoft just signed a landmark 20-year deal to buy all the electricity from a nuclear plant owned by Constellation Energy, enough to power its AI data centers.
- Amazon bought an entire 960-megawatt data center campus that gets its electricity from a nuclear plant – and is investing in an “Oppenheimer AI Project” for even MORE power.
Even the “Oracle of Omaha” himself, Warren Buffet, is getting in on the action, investing billions in TerraPower – a company developing next-generation nuclear reactors.
But here's the thing: This is just the beginning, the AI energy boom is about to explode – and many of those gains are going to flow directly to nuclear energy. Why? Because it's the ONLY source of energy that's safe, clean, AND CHEAP enough to fuel the AI revolution.
I've got 4 stocks on my watchlist that are poised to win BIG in this energy gold rush – and I'm giving them to you right now!
Constellation Energy (CEG)
Constellation Energy is the company that's re-opening its Three Mile Island nuclear reactor to partner with Microsoft. Talk about perfect timing! They also operate all six nuclear power plants in Illinois – right where Iron Mountain‘s largest data center expansion is taking place.
This is a company that's setting itself up to be the dominant player in the AI energy space. And my friend, expert trader Chris Johnson, agrees. He's been watching CEG closely, and says it's “outpacing almost all the ‘AI Stocks' except for NVIDIA“
That's right, this little-known nuclear energy stock could be a better play on AI than even Nvidia.
Duke Energy (DUK)
Duke Energy is the second-largest nuclear plant operator in the U.S., with a particularly strong footprint in North Carolina. Why is that important? Because western North Carolina is quickly becoming a data center hot spot, with Apple, Google, and Facebook all building there. They sure aren't building there just for the views. Duke has been supplying power to this region for decades and is the go-to power provider for new facilities – including data centers.
Duke has also been aggressively embracing renewable energy through solar and wind power. Duke has been investing billions of dollars across both renewable forms of energy and understands that AI is going to drive demand for all types of energy in the future. Again, Chris Johnson highlighted this company in his analysis, so you know it's worth a closer look.
Nuscale Power Corp (SMR)
Here's a play on the future of nuclear energy: Small Modular Reactors, or SMRs. Think of them as small-scale nuclear power plants that can be deployed almost anywhere. Several companies are developing this technology, and Nuscale Power Corp (SMR) is a leader in this space. It's already working on a project to build a small modular reactor for a data center.
Now, this is a more speculative play, no doubt. But that's why it's so exciting! It's the kind of company that a data center operator – or even a big tech firm – could buy outright to secure their power supply for years to come. Chris Johnson thinks so too, highlighting this company's “pioneering technology” and bullish outlook. SMR is already up more than 200% over the past year.
NANO Nuclear Energy (NNE)
Here's another long-shot SMR play that could pay off big time. NANO Nuclear Energy is developing even smaller reactors – the kind that can fit inside a shipping container. Talk about portable power! Chris Johnson has been covering NNE since its debut earlier this year – and I'm watching to see how it shakes out.
Bottom Line
The AI revolution is going to require a lot of energy, and traditional power sources just can't keep up. Nuclear energy is the ONLY answer. These 4 stocks give you a chance to get in on the ground floor of this historic boom.
What you should do: I strongly urge you to do your own research on these companies. It only takes a quick Google search to find out more. And then, if you like what you see, add these stocks to your watch list now. Don't let the AI energy revolution pass you by!
Coming tomorrow: I'll reveal the stock that could be your biggest winner this year – no matter who wins the election!