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TLDR: buy small modular reactor companies, they’ll be the next to moon $NNE $SMR $OKLO
As more and more AI related plays are mooning, I was trying to find the next bottleneck in the AI pipeline. Yes energy is not a new bottleneck and nuclear alr had its run up.
But look at the chart you grayons, nuclear is lower than its all time high and it is lagging behind other ai mooners like memory. Why is this the case you may ask? Well nuclear plays will only realise itself once the energy for these data centers are actually built, up until that point, hyperscalars and big tech will scramble because of their energy bottleneck. I give this 3-5 years before this actually starts happening. When that happens it will be too late as these nuclear plays will alr mooned sufficiently for u paper handed bitches to enter.
Only those balls deep regards diamond handers will dare to join big tech and their plays. $SMR AND $ NNE is where it at. Why these two and not $OKLO? Frankly, IDK I see market cap and I prefer small caps that has asymmetric bets. Frankly $OKLO is also asymmetric given my conviction in nuclear, but Im too poor and this is all I can afford, so I’d rather have a more asymmetric play since the risk are all the same.
Why nuclear? Specifically, these are small modular reactor companies. These will provide centralise energy to all the future ai data centers that will be built. Yes u can say that these centers might not eventually be built, but lets look at the facts… ur semis, chip manufacturers and mmr plays all mooned before these are even built. Big tech has alr started building their ai specialized data centers because of deep pockets. When these builds are midway through completion, the markets will leave you behind.
Now what about space datacenters narrative. Look here palm beach pete, the bearer to entranve for space related stuff is alr so high and expensive, any development there is in the realms of experimentation. Investors and stakeholders are looking for immediate results, which directly translates to hyperscalars building datacenters traditionally first. Ofc these will be fueled by ur good old friend oil, but theres only so much oil in circulation and there are reasons why these nuclear companies alr have multi million dollar contracts with these SMR plays.
Frankly speaking, I didnt do any research on this. All I did was understood that energy is an unresolved bottleneck and I saw that $NNE had some MOU with smci. Other than that, I only knew about $SMR and $OKLO doing small modular reactors so I just yoloed into the smallets caps where it matters
For what its worth, stock only goes up and oil is limited. I dont understand small modular reactors and so do you… neither does big tech. Ok see you when this shit gives me my 10 bagger