Nick Hodge,
Publisher
June 24, 2025
Horses on Main Street looked silly after cars started hitting the roads.
That’s what solar panels and windmills are going to look like as the world enters its next great energy transformation.
As a species, humans spent the last quarter century experimenting with various energy solutions for a growing planet breathing in ever-dirtier air.
We tried smart thermostats that rarely got programmed. We tried wave energy but ended up with rust. And we commissioned huge renewable energy installations that made the grid less stable because they generated inconsistent amounts of energy with no viable back up.
The inconvenient truth is that the answer has been right in front of us the entire time.
For the past decade I’ve preached about and profited from the nuclear solution.
And now it’s finally being embraced — across political aisles and oceans — as the go-to solution for 21st century energy needs.
You have no doubt seen big tech companies embrace nuclear over the past year to further their AI and data domination.
Amazon (NASDAQ: AMZN) has invested in small modular reactor (SMR) developer X-energy and utility consortium Energy Northwest, with plans to develop new nuclear projects, including a four-unit 320-megawatt plant in Washington. They are also exploring an SMR project in Virginia with Dominion Energy.
Google (NASDAQ: GOOG) has partnered with Kairos Power to purchase energy from a fleet of SMRs. They also signed a deal to purchase energy from a reactor in Illinois and are investing in three advanced nuclear energy projects with Elementl Power.
Microsoft (NASDAQ: MSFT) has partnered with Constellation Energy (NYSE: CEG) to potentially restart the decommissioned Unit 1 at Pennsylvania's Crane Clean Energy Center (formerly Three Mile Island).
Oracle (NYSE: ORCL) is planning to build a large data center powered by three SMRs.
Earlier this month, Meta (NASDAQ: META) signed a 20-year nuclear energy deal with Constellation to power its AI infrastructure.
Politicians wearing red and blue ties are all too happy to support.
That Meta deal will see an expansion of Constellation’s Clinton Clean Energy Center in Illinois, sustaining 1,100 local jobs and bringing in $13.5 million in annual tax revenue.
In New York this week, Governor Kathy Hochul “directed the New York Power Authority (NYPA) to develop and construct a zero-emission advanced nuclear power plant in Upstate New York to support a reliable and affordable electric grid, while providing the necessary zero-emission electricity to achieve a clean energy economy.”
Half the states passed legislation last year to support nuclear energy. This year, lawmakers across the country have introduced 200 bills aimed at advancing nuclear energy.
While nuclear energy is the safest form of electricity generation humans have ever known, shares of related companies have been blowing up.
Small modular reactor companies like Oklo (NYSE: OKLO) and NuScale (NYSE: SMR) are up 300% to 600% over the past year as investors get the message.
But most have overlooked the most explosive way to play this energy transition: the fuel needed to power all the reactors.
Henry Ford did ok making the cars that burned the oil. He died with a net worth around $200 billion in today’s dollars.
But it was those who supplied the fuel that made the most money. Oil made John D. Rockefeller the richest man in the world, twice as rich as Ford.
I think uranium stocks will do at least twice as well as the reactor stocks in this cycle.
And that’s why we put together this new investor briefing.
Don’t get left in the street with the horses.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle